#HBM
7 articles with this tag
The Agentic AI Memory Wall Hits Infrastructure
Micron says agents turn memory from a component bottleneck into a system constraint, with KV cache hitting ~22TB at 1,000 users.
AI Data Centers Are Making Everything Expensive
Apple, Xbox and PC makers cite AI data centers for memory price spikes, but a shift to HBM by three dominant suppliers is squeezing DRAM and NAND supply.
Lam Research CEO on AI Demand & Semiconductor Innovation
Lam Research CEO Tim Archer discusses the surge in AI-driven chip demand and the company's $3B investment in R&D labs to meet the growing need for advanced manufacturing processes.
SK Hynix's $720B AI Memory Bet: Inside Korea's Chipmaking Giant
CNBC goes inside SK Hynix's massive Korean HBM chipmaking facilities and interviews Chairman Chey Tae-won about the company's $720 billion bet on AI.
Nvidia CEO Jensen Huang on AI, Korea, and Open Models
Nvidia CEO Jensen Huang discusses major AI investments in South Korea, HBM supply chain challenges, the future of computing, and the critical role of both open and closed AI models.
SK Chairman: AI Demand Fuels SK Hynix US Plans
SK Group Chairman Chey Tae-won discusses SK Hynix's US expansion plans, driven by soaring AI demand and the critical role of high-bandwidth memory (HBM).
Memory Chips Join AI Bottleneck
The AI boom has created a severe shortage and price surge for DRAM and NAND memory chips, impacting consumer electronics and benefiting memory manufacturers.