What are AI firms accumulating memory chips?
What are AI firms accumulating memory chips?
In an interview with Shannon Robb, of Patriot memory, he mentioned that AI companies acquired about 40% of wafer production. He clarified that they weren't purchasing finished products like packages or chips, but rather just wafers.
But what will an AI firm do with raw wafers? They lack the expertise to turn them into memory chips, let alone a complete RAM module.