Jensen Huang: “We need memory for… HBM memory for performance. We need LPDDR for low-power memory.”
— NIK (@ns123abc) January 31, 2026
Reporter: Is memory constraint an issue for NVIDIA this year?
Jensen Huang: “The entire supply chain is challenging this year because demand is so much more. Supply has been… pic.twitter.com/cNLgFj7WP7
Jensen Huang: “We need memory for
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"We are going to make a huge investment in OpenAI”
-chyang98-
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01/31/2026 postreply
15:53:49
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HBM, DRAM, 和NAND (固态存储硬盘)。
-桃花源里人家-
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01/31/2026 postreply
16:31:31
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低端的DRAM和NAND从长远来看,面临中国来的厂商竞争,高端目前还是三巨头(海力士,三星河MU)
-桃花源里人家-
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01/31/2026 postreply
16:38:55
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+1
-bogbog-
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01/31/2026 postreply
17:06:09
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中国的长江存储和长鑫存储正在快马加鞭扩产。上个季度阿斯麦尔的销售额百分之三十多来自中国
-桃花源里人家-
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01/31/2026 postreply
17:28:15
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这些国家支持的企业不怕亏损,一旦掌握技术,会如同太阳能电池一样,把外国竞争对手全部搞死。所以只有高端的几家值得投资
-桃花源里人家-
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01/31/2026 postreply
17:30:57
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They are all 2026 opportunity. Sell before year end
-三心三意-
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01/31/2026 postreply
17:33:00
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Just like SMCI in 2024
-三心三意-
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01/31/2026 postreply
17:33:29