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Jensen Huang says no memory glut in 2029, rebuts fears over memory stocks

Nvidia CEO Jensen Huang (젠슨 황) said he does not expect a significant chance of a memory oversupply in 2029. He said that while memory stocks have fallen sharply, demand for memory in artificial intelligence and data centres will keep increasing. He also said high-bandwidth memory will continue to be used for years, and that Nvidia introduced LPDDR used in phones to data centres and will use it in large volumes.