$MU

AI CPUs Are Devouring DRAM — Memory 'Shortage' to Last Another Year The memory industry has posted record-breaking results driven by commodity DRAM prices that have surged more than 100%, and with the proliferation of AI-purposed central processing units (CPUs) now coming into play, forecasts suggest the shortage will extend for another year. Intel's recently unveiled "AI CPU" is expected to carry up to four times more commodity DRAM than previous generations. Combined with surging demand from graphics processing units (GPUs) that require high-capacity DRAM, observers expect the memory supply capacity of Samsung Electronics and SK hynix to fall short of demand. According to industry sources on the 2nd, CPU manufacturers are pursuing the integration of 300–400GB of DRAM into AI CPUs. Thi