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Why are memory prices up 700% this year? “There's only 3 companies in the world that produce memory, which is 95% of the market: Micron, SK Hynix, & Samsung.” “2 of them are in Korea, & a lot of their shift has been filled out by hyperscalers taking over their whole inventory. So you've seen prices rise by 700% this year just for the memory part of the chip.” “That will happen across the layer because it's the thing that's in the most demand.” — Adam Chambers
Molly O’Shea@MollySOShea2h ago
BREAKING: “5 to 10 years from now, we're going to laugh at how old-fashioned AI was today.” Steven Latré is VP of AI at @imec_int, one of the most important semiconductor organizations most people have never heard of. “Almost every chip in the world today has been touched by imec.” The world's biggest chip companies come to imec to work on technologies years before they reach the commercial market. I sat down with Steven & Strike Capital's Adam Chambers in Monaco to talk about what the next decade of AI hardware could look like. We cover: › Why today's AI is still incredibly inefficient › What happens as transistor scaling approaches the limits of physics › Why memory is already becoming a critical constraint › The growing importance of hardware + software co-design › Why photonics could become a “killer technology” for the chips of the future
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