The brokerage noted that AI servers use multiple times more DRAM than conventional servers, with high-bandwidth memory emerging as a critical component for advanced graphics processing units (GPUs) powering large language models. As AI adoption accelerates globally, demand for premium memory products is expected to remain strong.
The brokerage noted that AI servers use multiple times more DRAM than conventional servers, with high-bandwidth memory emerging as a critical component for advanced graphics processing units (GPUs) powering large language models. As AI adoption accelerates globally, demand for premium memory products is expected to remain strong.
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