Shay Boloor(@StockSavvyShay):Server DRAM demand is expected to grow nearly 6x by 2030 and account for ~60% of the entire market. That matters most for $MU and $SKHY since servers are expected to drive ~80% of all incremental DRAM demand as AI infrastructure becomes biggest source of growth.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

324 フォロー中 453.7K ファン

Shay Boloor@StockSavvyShay

2026.09.20 20:25

Server DRAM demand is expected to grow nearly 6x by 2030 and account for ~60% of the entire market. That matters most for $MU and $SKHY since servers are expected to drive ~80% of all incremental DRAM demand as AI infrastructure becomes biggest source of growth.