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Call it a “RAMpocalypse.”
The global artificial intelligence (AI) arms race has triggered a memory chip shortage.
Demand for memory chips is shifting from everyday consumer products to data centers.
“We are in the midst of a memory super cycle,” Di Zhou, portfolio manager at Thornburg Investment Management, told The Epoch Times in a note.
Since typical modern hyperscale data centers consume tens of millions of semiconductor chips—analog, foundational, logic, and memory—they will account for about 50 percent of all global chip sales. A single AI server rack contains more than 4,500 packaged chips.
By comparison, the average smartphone contains as many as 30 individual chips….
The global artificial intelligence (AI) arms race has triggered a memory chip shortage.
Demand for memory chips is shifting from everyday consumer products to data centers.
“We are in the midst of a memory super cycle,” Di Zhou, portfolio manager at Thornburg Investment Management, told The Epoch Times in a note.
Since typical modern hyperscale data centers consume tens of millions of semiconductor chips—analog, foundational, logic, and memory—they will account for about 50 percent of all global chip sales. A single AI server rack contains more than 4,500 packaged chips.
By comparison, the average smartphone contains as many as 30 individual chips….
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