As memory continues to dominate the AI hardware conversation, a research note from Korea Investment & Securities (KIS) outlines that prices might not drop. Since memory is directly tied to the productivity of an AI GPU, hyperscalers have placed long-term orders for capacity. KIS believes that even if this time period elapses, the impact of the shortage on memory prices might persist due to the chips' ability to drive key metrics of AI GPU performance. Memory Chips' Ability To Drive Up System Level Performance Could Keep Prices High, Says Research Firm The research note explains that since expanding memory capacity […]

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