記憶體缺貨看不到盡頭？AI 漲價風暴席捲全球！揭密黃仁勳與SK海力士的 HBM 佈局 ft.微驅科技總經理 吳金榮【#財經相對論 EP98上集】CC字幕 @cteevideo

In the past, when we talked about AI, the focus was entirely on NVIDIA GPUs and TSMC? But when Jensen Huang flew to South Korea to meet with SK Hynix, the real battleground for AI has shifted to "memory"! In this first part of "Financial Relativity," we invited Wu Jinrong, author of "Taiwan Tech Island" and general manager of a technology company, to provide an in-depth analysis of the memory war in the AI ​​era. With HBM (High Bandwidth Memory) severely crowding out traditional DRAM capacity, how can Taiwan's supply chain accurately pick up the profit guns of "mature processes" in this super boom cycle? ❓ The Mystery of Memory Shortages: Why can't we buy cheap computers and mobile phones anymore? ◎ AI Servers Devour Capacity: Currently, up to 53% of global DRAM capacity is being absorbed by AI servers, leading to severe crowding-out effects and cost increases for traditional PCs and mobile phones. ◎ Price Hikes in End Products: Due to memory shortages and price increases, it is estimated that PC shipments will decline by 12% this year, and smartphone shipments will decline by 14%. Lenovo, the world's largest PC manufacturer, has even implemented price increases across its entire product line to control sales volume. ◎Long-term contracts lock in profits: To avoid the cyclical fluctuations of the past, major memory manufacturers have begun signing long-term contracts with customers, lasting up to 5 years and requiring upfront deposits, to ensure the stability of profits from future capacity expansion. ❓ Taiwan's supply chain benefits: Not just TSMC, who in the memory industry benefits the most? ◎DDR4 unexpectedly becomes a cash cow: As Samsung and SK Hynix shifted their production capacity to HBM and ceased DDR4 production, Nanya Technology and Winbond Electronics, specializing in DDR4 manufacturing, became some of the few major global suppliers. ◎Exclusive benefits of planar NAND Flash: Facing the major manufacturers' full-scale shift to high-layer 3D stacking, Macronix, by continuing to produce planar NAND Flash, has successfully captured the rigid demand market in the industrial control, automotive, and eMMC sectors. ◎AI's One-Stop Shop: Benefiting from the US-China tech war, Taiwan has mastered a complete ecosystem, from TSMC GPU manufacturing and server assembly (Quanta, Foxconn, Wistron, etc.) to ABF substrates and PC boards, becoming the world's only tech island with end-to-end AI infrastructure capabilities. 💡A New AI Revolution: From "Generative" to "Agentic AI"! ◎The Productivity Leap of Agentic AI: AI is no longer just a chatbot, but has evolved into a "personal secretary" that can proactively book flights, find hotels, and perform tasks for you. ◎Physical AI Pushes Hardware Limits: With the widespread adoption of physical AI robots and self-driving cars, terminal devices will require massive storage space to process real-time data, leading to another irreversible surge in memory demand. 🎙️ Host: #ZhuChuwen 🎙️ Guest: #WuJinrong, General Manager of MicroDrive Technology ⚡️Highlights of this episode: 01:18 Opening: A key battleground beyond GPUs, is the memory shortage endless? 02:14 Jensen Huang heads straight to Seoul after landing! The calculations behind his first deep collaboration with a major memory manufacturer 02:43 A trillion-dollar banquet moved to South Korea? Genius entrepreneur Jensen Huang breaks the "good thing" of South Korea's chaebol class 03:36 What is HBM (High Bandwidth Memory)? Why are Blackwell and Rubin chips inseparable from it? 04:09 Hidden export dividends! How does TSMC's CoWoS advanced packaging drive South Korea's HBM exports? 04:45 Why did DRAM leader Samsung stumble in HBM? Unveiling the story of Nvidia's collaboration with SK Hynix 06:05 Nvidia does more than just GPUs! Jensen Huang's Confidence in Becoming a "Comprehensive AI Solution Provider" 06:44 The Six-Generation Evolution of HBM: From HBM1 to the Future HBM4E 07:30 Shifting Roles? HBM is Just an Accessory Component; TSMC's Advanced Processes Remain the Irreplaceable Protagonist 08:32 Crowding-Out Effect! AI Servers Devour 53% of Capacity, Traditional PC and Mobile Memory Suffers Severe Supply Limits 09:02 The Butterfly Effect Takes Effect: How Physical AI Discusses COMPUTEX Exacerbates the Shortage 09:53 Global Memory Sector Overview: The Supply-Demand Tug-of-War Between Samsung, SK Hynix, Micron, and China's Changxin Memory 10:36 Will the Memory Shortage Be Resolved This Year? General Manager Shockingly Reveals: The Shortage Will Continue for a While Next Year 10:52 Memory Prices So High That They Use Price to Control Quantity! The Truth Behind the Double-Digit Decline in PC and Mobile Phone Shipments 11:24 Tech Giants Fire the First Shot! Lenovo, Global PC Leader, Announces 15% Price Increase Across its PC Line 11:52 Self-Driving Cars and Physical Robots: User Data Surges, Memory Demand Doubles Again 12:33 Is Huang Renxun's Highly Recommended AI PC Failing to Develop? Expl...