Demand for AI Chips Leads to Unbalanced Supply Chain
Demand for chips and memory for high-performance computing in AI applications has led to South Korean manufacturer SK hynix’s role as the main memory chip supplier for companies such as NVIDIA and Meta.
NVIDIA’s demand for HBM (High Bandwidth Memory) chips and Meta’s demand for DDR5 (Double Data Rate 5) memory have caused an order backlog for SK hynix, creating an “unbalanced” supply chain.
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