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Samsung is expected to more than double output of its HBM4 and HBM4E DRAM

562 points · 458 comments · giuliomagnifico

  1. amelius · · focus · HN ↗
    Will that be enough for AI's hunger?
    1. GoToRO · · focus · HN ↗
      It will be just in time for when AI will run very well on consumer hardware and the need for data centers will collapse.
      1. konaraddi · · focus · HN ↗
        There will be demand for both
        1. consp · · focus · HN ↗
          Some demand. The question is if the capacity will meet it, be under or be over.
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