The AI craze has made some companies very, very rich
AI Money: While shareholders and tech giants scramble to turn AI's promises into real-world business opportunities, semiconductor companies are raking in billions. Samsung has emerged as the world's top semiconductor player by revenue, and the industry is poised for another strong year.
Forward-looking: Samsung is working to accelerate the development of a promising new memory technology called Selector-Only Memory. The latest tech combines the non-volatility of flash storage and DRAM's lightning-fast read/write speeds, making it a potential game-changer. Furthermore, manufacturers can stack the chips for higher densities.
In context: Demand for GPUs and other AI accelerators isn't expected to decrease anytime soon, and the cost of DRAM will be directly influenced by the strong "generative bubble" we are experiencing right now. Market intelligence company TrendForce has made some estimations for the third quarter of the year, and, unsurprisingly, prices are going up.