SK集团会长崔泰源近日放话：下次见到黄仁勋，这位英伟达掌门人十有八九又会开口多要内存芯片。这番直言不讳的表态，折射出AI算力狂潮下，高端存储芯片供需两端的持续紧绷态势。在人工智能大模型疯狂“吞食”数据的时代，HBM等高性能内存早已成了英伟达GPU的“黄金搭档”。崔泰源的预期并非空穴来风——毕竟，每一次技术跃进，都意味着对更宽、更快“数据通道”的渴求。而作为全球HBM领军者，SK海力士的产能动向，自然牵动着整个AI产业链的神经。
SK集团会长崔泰源近日放话：下次见到黄仁勋，这位英伟达掌门人十有八九又会开口多要内存芯片。这番直言不讳的表态，折射出AI算力狂潮下，高端存储芯片供需两端的持续紧绷态势。在人工智能大模型疯狂“吞食”数据的时代，HBM等高性能内存早已成了英伟达GPU的“黄金搭档”。崔泰源的预期并非空穴来风——毕竟，每一次技术跃进，都意味着对更宽、更快“数据通道”的渴求。而作为全球HBM领军者，SK海力士的产能动向，自然牵动着整个AI产业链的神经。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.