POPA Recon[Seoul Economy] NVIDIA CEO predicts continuous memory shortage
[Seoul Economy] NVIDIA CEO predicts continuous memory shortage • Jensen Huang NVIDIA CEO said memory shortages will continue for years to come. • He noted that supply shortages are severe across the entire industrial supply chain, including wafers, silicon photonics and cable connectors. • Nvidia's AI supercomputer will be equipped with a large amount of HBMs and LPDDRs, and it is expected to grow more in the second half of this year than in the first half of this year. • Referring to South Korea as a partner in the AI era, Hwang hinted at the possibility of expanding cooperation with local…
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