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内容由Dr. Tony Hoang提供。所有播客内容(包括剧集、图形和播客描述)均由 Dr. Tony Hoang 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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AI Demand Drives Global Shortage of High-Performance Memory Chips

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Manage episode 418232001 series 3385494
内容由Dr. Tony Hoang提供。所有播客内容(包括剧集、图形和播客描述)均由 Dr. Tony Hoang 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

A surge in artificial intelligence demand is driving a shortage of high-performance memory chips, crucial for training large language models. SK Hynix and Micron, top memory chip suppliers, have already sold out of high-bandwidth memory chips for 2024 and nearly sold out for 2025. Analysts expect the general memory supply to remain tight throughout 2024. The demand for AI chipsets has boosted firms like Samsung Electronics and SK Hynix, with Samsung seeing a sharp profit rebound in the first quarter of 2024.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/tonyphoang/message
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Manage episode 418232001 series 3385494
内容由Dr. Tony Hoang提供。所有播客内容(包括剧集、图形和播客描述)均由 Dr. Tony Hoang 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

A surge in artificial intelligence demand is driving a shortage of high-performance memory chips, crucial for training large language models. SK Hynix and Micron, top memory chip suppliers, have already sold out of high-bandwidth memory chips for 2024 and nearly sold out for 2025. Analysts expect the general memory supply to remain tight throughout 2024. The demand for AI chipsets has boosted firms like Samsung Electronics and SK Hynix, with Samsung seeing a sharp profit rebound in the first quarter of 2024.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/tonyphoang/message
  continue reading

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