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Adoption of High-Capacity Memory Driven by AI Infrastructure Rises, “Supply Tight in Second Half”

Preferred source on GooglePublished2024.04.30 16:32

Companies are racing to launch services centered on generative AI, and competition to build AI server infrastructure is intensifying. Proactive investments are becoming visible to secure market dominance, and securing semiconductors necessary for related infrastructure construction is expected to become a key competency.

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