$MU Micron during KeyBanc Tech Forum Processors are useless 50% of the time because there is not enough memory. "On top of that, we have this issue of HBM growing very significantly, and HBM is needed in these AI systems because in a lot of the workloads, the processor, whether it is a GPU or an ASIC or a CPU, is sitting idle for 50% of the time because it is waiting for data from the DRAM."
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