Ehrmantraut Capital(@EhrmantrautCap_):Not only is server DRAM demand expected to continue growing from 2026 to 2030 (28.5% CAGR), but it is also expected to dwarf the highly cyclical consumer market, which is a bullish development for memory players overall. AI data center/cloud demand is less cyclical and also has a lower price elasticity of demand. Less exposure to the cyclical consumer market may lead to less volatile earnings and justify higher valuation multiples of memory stocks. $MU $SNDK $SKHY $KXIAY $DRAM

2026.09.21 10:57

Not only is server DRAM demand expected to continue growing from 2026 to 2030 (28.5% CAGR), but it is also expected to dwarf the highly cyclical consumer market, which is a bullish development for memory players overall. AI data center/cloud demand is less cyclical and also has a lower price elasticity of demand. Less exposure to the cyclical consumer market may lead to less volatile earnings and justify higher valuation multiples of memory stocks. $MU $SNDK $SKHY $KXIAY $DRAM

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.