["New Stock God" Serenity: Jensen Huang Warns of Memory Supply Shortage, Bullish on Memory and Silicon Photonics] Deep Tide TechFlow reports that on June 7, "New Stock God" Serenity pointed out that NVIDIA CEO Jensen Huang has warned of a global memory shortage expected to persist for years due to the massive expansion of AI infrastructure. Further announcements on this matter will be disclosed tomorrow. The earnings forecasts for $MU and EWY (Samsung / SK Hynix) are no longer overly exaggerated, and the demand for Silicon Photonics (optical interconnect) combined with memory was specifically mentioned by NVIDIA executives. It is anticipated that NVIDIA's demand for supply will be "beyond imagination," which is a significant positive for the SiPH supply chain. The business outlook from SIVE (now part of NVIDIA's upstream ecosystem) to SOI is expected to benefit.