White Hair Stock Oracle Serenity: Long-term demand prospects for memory chips are clear, but the market remains concerned about the sustainability of AI investment and financing risks

Odaily reports: White Hair Stock Oracle Serenity stated that the memory chip industry is gaining unprecedented long-term demand visibility, with major cloud service providers such as Google even seeking to sign long-term supply agreements extending to 2035. However, the market remains affected by concerns over the sustainability of AI infrastructure investment and financing risks.

Serenity also cited Dell CEO Michael Dell's view that the memory chip supply shortage may last about 4 years, as the construction cycle for new wafer fabs is lengthy, and the relevant capacity is expected to be released only between 2029 and 2030. Dell expects that the supply-demand imbalance in memory chips may further deteriorate in 2027.