Shares of Samsung and Micron surge as Jensen Huang's statement reignites memory market: "No matter how much capacity expands, we'll take it all."

格隆汇 March 11｜According to Kuai Technology, memory manufacturers' stock prices have recently started to pull back, and price increases are showing signs of slowing. However, a statement from NVIDIA CEO Jensen Huang has reignited the market. Huang recently called on memory manufacturers, expressing hope that they will expand production, and boldly claimed that NVIDIA would consume as much capacity as they could produce. This assertive stance suggests that NVIDIA's AI GPUs will require even more memory chips. The core reason behind this round of price surges for memory (and flash memory) is AI demand. NVIDIA's AI GPUs are increasingly paired with larger HBM3/4 capacities, prompting companies like Samsung, SK Hynix, and Micron to shift their memory production towards HBM. Moreover, NVIDIA will soon unveil its new LPU product at the GTC conference, which will no longer use expensive HBM memory but may adopt LPDDR memory and SRAM cache, still requiring substantial memory production capacity. NVIDIA is likely the largest customer for memory chips at present.