Even with massive profit margins, NVIDIA can’t absorb the skyrocketing costs of high-bandwidth memory. The chip giant is raising AI server prices by over 15% starting early next year, including systems with its new Rubin and Blackwell architectures. Korean media highlights that this shifts leverage to memory giants Samsung and SK hynix, proving HBM shortages are now the ultimate bottleneck for AI scaling.#Korea #AsiaAI #Semiconductors #AIhttps://asiaai.fyi/?p=644
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