AI Supply Chain Boom Far From Over: Storage, Packaging, Power Demand to Surge

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.