TREE NEWS update: Serenity, a prominent investor, highlights that the AI infrastructure supply chain is entering a long-term expansion, with storage, advanced packaging, and power sectors poised for sustained demand. UBS forecasts traditional DRAM makers like Micron could hit 95% gross margins by 2027, while SanDisk’s long-term agreements cover two-thirds of 2028 capacity at $93B minimum revenue. CoreWeave’s extended Nvidia A100 usage through 2029 and rapid AI model growth further support the bullish outlook, despite packaging and ABF substrate bottlenecks.
AI Supply Chain Boom Far From Over: Storage, Packaging, Power Demand to Surge
The signal here is less about any single name than about where scarcity is migrating: from compute chips toward storage, advanced packaging and power, the unglamorous layers that gate deployment. UBS's margin projection and SanDisk's multi-year commitments suggest pricing power is shifting to suppliers who can lock in capacity years ahead, while CoreWeave's extended use of older GPUs implies demand is stretching existing fleets rather than waiting for replacements. The open question is whether packaging and ABF substrate bottlenecks ease fast enough to let that demand convert into revenue.
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