Nvidia CEO Huang Sees Demand for Memory Outpacing Capacity
Bloomberg Television·2026-05-18 19:14
What is the biggest supply constraint on the net feed right now. Well, certainly, you know, memory is a challenge. I think it is memory.The advanced node semiconductors are still challenging. You know, it's it's really I mean, we we think about it from the things that we're producing. Right.Uh, the semiconductor supply chain is ramping, but the demand is growing faster than in the supply. In our case, we provide the technology integrated. And so the memory comes with our technology.We've been planning our s ...