Group 1: Memory Market Insights - High demand for memory, particularly Flash Memory and DRAM, is expected to continue driving prices upward [1] - Memory supply remains tight, with NAND experiencing a sharp price increase similar to DRAM starting in October, often seeing double-digit percentage hikes [1] - Major players in the DRAM market include SK Hynix, Samsung, and Micron Technology, while leading NAND manufacturers are Samsung, SK Hynix, Western Digital, Intel, and Micron Technology [1] Group 2: Quantum Computing and Supercomputing Trends - There is a growing interest in quantum computing within the commercial sector, with companies like IBM, Fujitsu, D-Wave, IonQ, and others being highlighted [2] - The latest list of the world's 500 most powerful supercomputers saw 45 new entrants, but none made it into the top ten, although this is expected to change with new projects from the U.S. Department of Energy [2] - NVIDIA remains the leading supplier for supercomputing systems, occupying 30 GPU slots and 6 CPU slots, while Intel secured 25 CPU slots and AMD obtained 18 slots (14 CPUs and 4 GPUs) [2]
Wedbush:AI及高性能计算领域内存供应持续紧张