What happened

Nvidia is reducing its orders for high-bandwidth memory. Rising production and component costs drove the decision. High-bandwidth memory, or HBM, is specialized memory stacked on AI chips to move data quickly.

The context

High-bandwidth memory is a core component in AI accelerators. Demand from AI developers has pushed memory prices sharply higher over the past year. Nvidia cutting capacity shows that hardware cost pressures are affecting even the market leader.

Sources

  1. 조선일보 ↗ via Google News Reported

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