Treda Whisprere/Precise Market Analysis

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Treda Whisprere/Precise Market Analysis

Treda Whisprere/Precise Market Analysis

@DFulton91186918

Katılım Temmuz 2020
35 Takip Edilen36 Takipçiler
Trade Whisperer
Trade Whisperer@TradexWhisperer·
$MU $DRAM $SNDK The "Father of HBM' Prof. Kim Jeong-ho just dropped the most bullish line for memory investors in an interview. "The Essence of AI is Memory. Future Semiconductor Demand Will Increase 100 Times or More" 🤯 "I believe it will grow exponentially. There are various factors involved; we need to produce personalized, custom-made solutions, move towards multi-models, and furthermore, I think we will enter an era in the future where one-person businesses start up with 100 AI agents. Then, let's leave the social issues of unemployment to discuss again when the opportunity arises. In that case, wouldn't we need about 100 times more memory? However, the number of users could also increase 100 times. Currently, I estimate that about 10% to 11% of the entire population actively uses AI. In the future, people could do all their work using AI all day long. If you multiply that by, much more AI memory might be needed in the future, but there are risk factors such as whether there is the capital to build it and whether the power supply is sufficient. We call that a bubble. Technically, if there isn't one, demand is bound to keep increasing. "If you entrust it with a task without giving it one, that is called an autonomous AI agent. If we use 100 such agents, 100 of them are running 24 hours a day. This is referred to as token usage, and since token usage increases memory capacity, it seems that a demand for memory will be far greater than imagined. But as I have repeatedly mentioned, someone has to buy that. AI companies are creating that much added value, and people are willing to spend 1 million or even 10 million won out of their own pockets each month. The question is whether companies, nations, or individuals can afford to pay for that." "...my argument is that as we move on to HBM4, 5, 6, and 7, we should also integrate GPUs and CPUs into the HBM. Since AI computing is memory-centric, the idea is that we shouldn't be dependent on the GPU; instead, we should handle everything ourselves and only hand over the slightly tedious calculations to the GPU. But to do that, we need a foundry. We need the capability to design and manufacture GPUs and CPUs. We can say that Samsung Electronics possesses that capability." "In 10 years, anything will be possible. First, there are Micron and SanDisk. Although SanDisk hasn't pursued HBM, they are currently investing heavily in HBF. As the NAND market expands, the only way to increase capacity is by stacking chips. Therefore, from the perspective of Nvidia or Google, since Micron and SanDisk are U.S. companies, isn't it somewhat burdensome to go all-in on Korea, geopolitically speaking? They can foster U.S. companies, and Micron and SanDisk are among them. So, currently, production volume is inevitably much higher for Samsung and Hynix, and their performance is the best. Therefore, while they rely on them, in the long term, they will likely try to diversify across multiple companies, which is one risk. Another point is that they will likely continue to demand that Samsung Electronics and Hynix build factories in the U.S. It seems they intend to choose companies that are geographically close."
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
It Took Salesforce 20 Years to Reach $30 Billion in Revenue Anthropic? Only 3 Years Music to $DRAM $MU investors. Claude is architecturally heavier on memory/token. It uses large context windows up to 1M tokens. No sparse attention, no MLA compression. Full KV cache entry.
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Trade Whisperer@TradexWhisperer

$MU $DRAM $SNDK The model putting the most pressure on HBM is also winning the AI race. Claude = Highest inference cost Claude = Best model on Earth. Not a coincidence. Called it. Now, it's validated. Memory is now the cognitive capacity of AI. The re-rate in inevitable.

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