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Danny Naz: Memory cycle extends beyond a single quarter as AI demand rises

Danny Naz: Memory cycle extends beyond a single quarter as AI demand rises
Memory expansion driven by AI demand

Danny Naz highlights that the memory sector's cycle is not limited to a single quarter.

According to Naz, HBM packaging will expand in early 2027, with new DRAM capacity coming online through 2027 and 2028 and NAND following. Additionally, wafer production in New York is not expected to begin until 2030. Naz points out that increasing AI memory demand is driving these developments.

Naz has previously tracked key developments among U.S. stocks, sharing a daily RIPPER list of notable tickers including WMT and IMAX. He has also reported on NVDA’s reported consideration of up to $10 billion investment in Anthropic’s IPO. These updates reflect Naz’s ongoing focus on major drivers in technology and market activity.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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