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English(EN) Adata chairman says DRAM shortage will last another 10 years — dismisses AI bubble talk until '2040 or 2050'

Adata董事长:DRAM短缺将持续10年,AI泡沫论为时过早

Adata董事长陈立白预测,全球DRAM短缺将持续十年,直至2030年代。他认为目前关于AI泡沫的讨论为时过早,并建议此类担忧更可能在2040年或2050年出现。陈立白将持续短缺归因于多个行业和边缘设备的AI应用快速扩张,以及主要内存制造商在吸取了过往市场周期教训后谨慎的产能扩张。他还指出,中国制造商在半导体设备方面面临限制,进一步限制了供应。 AI

影响 Adata董事长预测的DRAM持续短缺可能会显著影响AI开发和部署所需硬件的成本和可用性。

排序理由 该集群包含行业高管对市场状况和未来预测的评论,而非直接的产品发布、研究发现或重大行业事件。

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Adata董事长:DRAM短缺将持续10年,AI泡沫论为时过早

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报道来源 [3]

  1. Tom's Hardware TIER_1 English(EN) · Luke James ·

    Adata董事长称DRAM短缺将持续十年,并称AI泡沫论要到‘2040或2050年’才可能出现

    Electricity, particularly green power, and memory will be the world's two scarcest resources over the next decade, Chen said.

  2. r/LocalLLaMA TIER_1 English(EN) · /u/Mochila-Mochila ·

    DRAM短缺警告将持续10年,群联董事长表示

    <table> <tr><td> <a href="https://www.reddit.com/r/LocalLLaMA/comments/1v2duio/dram_shortage_will_last_another_10_years_warns/"> <img alt="DRAM shortage will last another 10 years, warns ADATA chairman" src="https://external-preview.redd.it/FKFiUT4KLT2PaIftc8I9It7VqMuRLFgTTiSgrih…

  3. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    Adata董事长称DRAM短缺将持续十年,并称AI泡沫论要到‘2040或2050年’才会出现 尤其绿色电力和内存

    Adata chairman says DRAM shortage will last another 10 years — dismisses AI bubble talk until '2040 or 2050' Electricity, particularly green power, and memory will be the world's two scarcest resources over the next decade, Chen said. https://www. tomshardware.com/tech-industry /…