memory – Era Recipe

High demand for memory chips drives up prices of smartphones and mobile infrastructure

Per Narvinger, Per Narvinger, head of Ericsson's mobile networks business group.

Many smartphone users want the depth and quality of information they receive from their AI-powered assistants. Others want to use AI-based features like live translation, photography-related AI, website and news summaries, and more. Demand for memory chips drives up the price of a limited supply There is incredible demand for AI The price of memory …

The AI memory supercycle is real and still running. High bandwidth memory (HBM) became the scarce resource around which the entire AI industry was organized. The early investors who got there made a lot of money. It changed the conversation on AI infrastructure. Authority is a constraint. But the problem engineers lose sleep over is …