HBM之父：内存决定AI性能！

Group 1 - The core argument of the article emphasizes the critical role of High Bandwidth Memory (HBM) in determining the performance of artificial intelligence (AI) systems, as highlighted by Professor Kim Jong-ho from KAIST during a recent forum [1][2] - Professor Kim suggests that the South Korean government should establish ten government-funded semiconductor departments and a research center for HBM to maintain its technological leadership [2] - The article discusses the relationship between HBM and Compute Express Link (CXL), clarifying that CXL is not a replacement for HBM but serves as a complementary technology to address latency issues [2] Group 2 - Concerns are raised regarding the future development of HBM technology, particularly the potential external control of the ecosystem due to partnerships with companies like NVIDIA and TSMC [2] - The article notes that Samsung Electronics must keep its wafer foundry business active for the success of the HBM sector [2]