NVIDIA CEO Sees Memory Demand Staying Ahead of Supply

NVIDIA CEO Jensen Huang said at GTC Berlin that he does not expect memory supply to exceed demand over the next several years, according to DigiTimes' report of comments also covered by CNBC. Huang also said NVIDIA remains open to working with Chinese DRAM maker ChangXin Memory Technologies (CXMT). The remarks came amid concerns about new Chinese memory capacity and falling market valuations for memory producers. They represent NVIDIA's outlook, not a guarantee about industry supply; the source gives no quantified demand or capacity forecast.