What changes will AI bring to the chip industry?
This picture is divided into a total of 2500 grids. The gray ones are not used by AI at all, the green ones are free, the yellow ones are paid, and the red ones are used in depth and cannot be separated from each other every day. There are only a few million of the 8.1 billion people in the world. Even in this state, the computing power is seriously insufficient. It is difficult to imagine how the computing power will be solved once it is popularized on a large scale?
With the further popularization of AI technology, the demand for computing power will increase exponentially in the future, and one of the core hardware bottlenecks is "memory". Whether it is high-bandwidth memory (HBM) or high-density DRAM, its read and write speed and capacity directly restrict the operating efficiency of the AI model.
Moreover, according to the development situation of AI, all the production capacity of high-end OEM chips will be seized, and the production capacity of chips left for other industries will be squeezed. Will there be a trade-off, the development of AI, and the suppression of other industries? In addition, it is foreseeable that the price of chips will rise, so is this good or bad? Colleagues in the industry, what do you think?
