“New Stock God” Serenity: Jensen Huang Warns of Insufficient Memory Supply, Bullish on Memory and Silicon Photonics Segments

TechFlow News, June 7: “New Stock God” Serenity noted that NVIDIA CEO Jensen Huang warned of a global memory shortage expected to persist for several years due to the massive expansion of AI infrastructure; related announcements will be disclosed tomorrow.

Profit expectations for $MU and $EWY (Samsung / SK Hynix) are no longer excessively inflated. Meanwhile, NVIDIA executives specifically highlighted growing demand for silicon photonics (optical interconnects) integrated with memory, forecasting NVIDIA’s demand for supply volumes as “beyond imagination”—a major tailwind for the SiPH supply chain. Business sentiment is expected to improve across the board, from $SIVE (now part of NVIDIA’s upstream ecosystem) to $SOI.