CEO Micron peringatkan AI masih dalam tahap awal dan butuh memori lebih banyak

CEO Micron Technology memperingatkan bahwa kecerdasan buatan masih berada dalam tahap yang sangat awal dan akan membutuhkan tambahan memori. Pernyataan tersebut menandakan tantangan yang terus berlangsung di pasar RAM. Nvidia mengatasi kekurangan VRAM dengan menghidupkan kembali GPU lama.

CEO Micron menyatakan bahwa 'AI masih dalam tahap awal' dan menekankan bahwa teknologi tersebut 'akan membutuhkan lebih banyak memori.' Komentar ini, yang disampaikan di tengah masalah pasokan yang terus berlanjut, menunjukkan bahwa krisis RAM belum akan usai dalam waktu dekat. Peringatan eksekutif tersebut menggarisbawahi meningkatnya tuntutan teknologi AI terhadap sumber daya memori. [](https://www.techradar.com/pro/micron-ceo-warns-ai-is-in-very-early-innings-and-it-will-need-more-memory-another-ominous-sign-the-ram-crisis-isnt-going-anywhere-as-nvidia-resurrects-a-very-old-gpu-to-cope-with-vram-supply-woes#:~:text=Micron%20CEO%20warns%20%27AI%20is%20in%20very%20early%20innings

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Business executives from Nvidia and SK hynix shaking hands in a high-tech boardroom with AI factory elements in the background.
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Nvidia and SK Hynix sign multiyear deal for AI factories

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Nvidia and SK Hynix announced on June 8 that they have entered a multi-year technology partnership to develop next-generation memory technologies for AI factories.

Apple CEO Tim Cook stated that high memory costs will significantly impact the company's business in coming quarters. He highlighted supply constraints during the latest earnings call despite strong revenue growth. The issue stems from skyrocketing RAM prices driven by AI data center demand.

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A Chinese PC parts vendor who stockpiled DRAM during high prices expressed despair after recent price drops. In a video from a warehouse filled with memory chips, the vendor questioned if prices might rise again. The declines follow AI-driven shortages but are not yet widespread.

A Xiaomi executive warned on an earnings call that memory prices surging 'beyond imagination' are drawing smartphone makers into a long-term price-raising cycle, after which some players may suffer significant losses or even closure. The company reported a 27 percent year-on-year drop in fourth-quarter net profit.

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