真正的AI繁荣已至,拥抱全新周期.pptxVIP

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  • 2026-06-03 发布于北京
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ExponentiallygrowingAI-drivendemandvslimitedmemorysupply

ThememoryindustryenteredastructuralgrowthphasefollowingthelaunchofChatGPT[ownedbyOpenAI(unlisted)]inDecember2022,whichtriggeredconsiderablegrowthinGPUandHBM(high-bandwidthmemory)demand.Subsequently,theadoptionof

Retrieval-AugmentedGeneration(RAG)andagenticAIapplicationshasaccelerateddemandforconventionalserversandSSDs,andinitiatedatriplememorysuper-cycle(commodityDRAM,HBM,andSSD)since3Q25.

AsAIsemiconductordemandshiftsfromtrainingtowardinference

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