🚨 Deutsche Bank: the memory wall is forcing AI chips to change routes 🔥
Deutsche Bank said that tight HBM supply and high DRAM prices are already affecting the design of the next-generation AI chips. Some manufacturers may reduce HBM configurations while simultaneously speeding up exploration of new solutions such as SRAM, customized HBM Base Die, and HBF, among others.
In plain terms: the more expensive and constrained memory is, the more chip makers will try to “use less memory and improve efficiency.”
📌 One sentence: HBM’s strong boom is still ongoing, but the real industry reshuffle may be quietly happening inside chip architectures.$T $LA $TLM #比特币ETF买家回归
Deutsche Bank said that tight HBM supply and high DRAM prices are already affecting the design of the next-generation AI chips. Some manufacturers may reduce HBM configurations while simultaneously speeding up exploration of new solutions such as SRAM, customized HBM Base Die, and HBF, among others.
In plain terms: the more expensive and constrained memory is, the more chip makers will try to “use less memory and improve efficiency.”
📌 One sentence: HBM’s strong boom is still ongoing, but the real industry reshuffle may be quietly happening inside chip architectures.$T $LA $TLM #比特币ETF买家回归
