Artificial intelligenceNews
Nvidia’s Huang sees memory oversupply as unlikely through 2029
Jensen Huang expects sustained demand for memory, while Intel’s technology chief points to physical constraints on advanced chip production.
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Nvidia CEO Jensen Huang said memory-chip oversupply is unlikely through 2029, citing the ability to use more memory and his expectation that high-bandwidth memory (HBM) will remain widely adopted for years.
Separately, Intel’s chief technology officer said even sufficient funding would struggle to support a 10-fold expansion in global leading-edge wafer output, putting a more realistic ceiling at about 2-fold. The executive identified equipment, cleanrooms and factory scale as constraints on advanced chip production.
