By Stephen Nellis<\/p>\n
SAN JOSE, California, March 20 (Reuters) – The same booming AI demand that has caused the chairman of South Korea’s \u200cSK Group to predict shortages of high-bandwidth memory chips could \u200calso cause tight supplies for storage drives, an executive from the South Korean firm’s U.S.-based \u200bAI subsidiary Solidigm told Reuters this week.<\/p>\n
Memory chips that sit right next to computing chips are critical to the servers sold by Nvidia<\/a> and others, and earlier this week at Nvidia’s annual developer conference, SK Group Chairman \u200cChey Tae-won told reporters that \u2060shortages of high-bandwidth memory could last until 2030 because of demand for AI systems<\/a>.<\/p>\n But new AI-powered software tools can \u2060now make sense of huge datasets that humans could rarely wring business value from, and Nvidia introduced several new technologies this week aimed at helping \u200bmove data \u200bmore quickly from storage drives to \u200bits chips.<\/p>\n \u201cThe storage system is \u200cgoing to get pounded,” Nvidia CEO Jensen Huang said on Monday during a keynote address at the company’s developer conference.<\/p>\n That is translating into increased demand for solid state drives, said Greg Matson, senior vice president at Solidigm, the unit of SK Hynix that sells storage drives to businesses. Speaking \u200con the sidelines of Nvidia’s conference this \u200bweek, Matson said AI systems coming later \u200bthis year could require 35% \u200bmore storage than previous systems.<\/p>\n “It’s going to be tight,” \u200cMatson said of supplies of storage \u200bmemory between now \u200band 2030.<\/p>\n “We’ll be coming out with higher-density drives from a silicon perspective later this year, and even expanding our manufacturing output as \u200bwell,” Matson said. “But can \u200cwe keep up? No, we can’t. I could sell twice as \u200bmuch as I am today.”<\/p>\n (Reporting by Stephen Nellis in San \u200bJose, California; Editing by Mark Porter)<\/p>\n","protected":false},"excerpt":{"rendered":"By Stephen Nellis SAN JOSE, California, March 20 (Reuters) – The same booming AI demand that has caused…\n","protected":false},"author":2,"featured_media":395793,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,289,290,177558,18,180182,19,17,80702,292,180180,180183,2428,180179,82,180181],"class_list":["post-395792","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-developer-conference","tag-eire","tag-greg-matson","tag-ie","tag-ireland","tag-memory-chips","tag-nvidia","tag-sk-group","tag-solidigm","tag-south-korea","tag-storage-drives","tag-technology","tag-tight-supplies"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/116264286461589358","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/395792","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=395792"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/395792\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/395793"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=395792"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=395792"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=395792"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}