According to foreign media reports, after the OpenAI-trained artificial intelligence chat robot ChatGPT became popular, relevant manufacturers are introducing related technologies, and Google is also accelerating the development and application of competing products Bard, and some domestic manufacturers have announced that they are promoting related technologies development and application.
The large-scale application of artificial intelligence chatbots such as ChatGPT will not only improve the application experience of introducing related technologies, but also bring new opportunities for development in many fields, and memory chips are one of them.
According to media reports, Samsung Electronics, the world’s largest memory chip manufacturer, is developing next-generation custom memory chips for large-scale AI applications such as ChatGPT.
Affected by the decline in demand for consumer electronics products, the global memory chip market has not been optimistic since the second half of last year. Both shipments and prices have declined. The performance of Samsung Electronics and SK Hynix, the two major memory chip manufacturers, has also been affected. The revenue of Samsung Electronics’ storage business fell sharply year-on-year in the third and fourth quarters of last year, and the operating profit of the device solutions department, where it is located, declined more significantly. SK Hynix’s revenue and profits also fell sharply year-on-year in the second half of last year, and there was a net loss of 3.52 trillion won in the fourth quarter.
According to previous reports from foreign media, the ChatGPT fire has indeed brought new opportunities for the development of memory chips for Samsung Electronics and SK Hynix. Foreign media reported last week that since the beginning of this year, orders for high-bandwidth memory (HBM) from Samsung Electronics and SK Hynix have increased significantly. At that time, foreign media also mentioned that compared with other DRAMs, high-bandwidth memory that vertically connects multiple DRAMs has significantly improved performance, but it also has a higher price, at least 3 times that of DRAM.
