One beneficiary of the booming AI-driven demand for high-bandwidth memory is a Kyoto-based company that controls a small but essential part of the chipmaking process.
This gives graphics processors, such as Nvidia Corp.’s, more capabilities to better train artificial intelligence . “Our customers say that they can’t make high-end chips, especially for generative AI, without our technology,” President Hirokazu Okada said in an interview.With full-scale production of high-bandwidth memory chips expected from next year, “we’re just getting started,” he said.
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