$MU $SKHY $DRAM $VRT $BE $GEV $INTC CEO on memory: "the situation will get worse from here." -AI Infra Forum, Sep. 15th. “When I said early last year that memory could become a major bottleneck, I don’t think many people realized it. It actually happened, and the situation will get worse from here.” “Capacity is also very limited. Many businesses are being delayed because they cannot get enough memory, and memory prices have risen 5 to 7 times. It is very difficult to secure memory when making mid- to low-end phones or notebooks.” “Everyone knows the power problem. Power is extremely important, just as nuclear engineers and scientists once pursued it. In some applications, architecture, how systems are driven, and connectivity have also become important in order to achieve low power.” “Another part is cooling. Besides air cooling, there are liquid cooling and microfluidic cooling, and we are investing in some of those.”