AIไบงไธๆๆ๐
@QihongF44102
AI่็้ฉฌ๏ผ็ปๅ่ฟๅค่ฝฎAIๅ้ฉๅจๆ
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January 2024
309 ํ๋ก์ ์ค 10.5K ํฌ
It is true
Semi Analysis Dylan Patel:
People are like, 'oh, the memory story is overplayed, everyone gets it.' No, no, no โ you don't get it.
DRAM will double or triple from here still, because that's how much capacity is required, and they have to steal capacity from somewhere else.
And the only way to steal capacity in a capitalist economy is demand destruction via higher pricing.
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