"With Google's TurboQuant breakthrough allowing AI models to get the job done with less memory, questions linger about the future of the memory chip supercycle and whether demand will overwhelm supply into 2028 and beyond."
"Volatility works both ways, and with many sell-side analysts still incredibly bullish on the memory market and the fate of Micron, it might be premature to throw in the towel."
"At this juncture, it just feels like AI demand is so explosive that firms will continue hoarding as much high-bandwidth memory as they can get their hands on."
"The demand surge for AI memory isn't linear, complicating predictions about future supply and pricing in the memory chip market."
Micron continues to gain traction despite a tech correction, with concerns about memory consumption due to Google's AI efficiency breakthroughs. The potential for reduced memory usage raises questions about the future of the memory chip supercycle. Analysts remain bullish on Micron, suggesting that AI demand will drive continued high-bandwidth memory hoarding. The market may face memory shortages until the 2030s, but the demand surge for AI memory is not linear, complicating predictions about future supply and pricing.
Read at 24/7 Wall St.
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