这类芯片,黄金时代来临
半导体行业观察·2025-12-31 01:40

Core Insights - The article discusses the phenomenon of forgetting and the importance of repeated learning, highlighting the "forgetting curve" identified by Hermann Ebbinghaus, which shows that memory retention decreases significantly over time without reinforcement [1] - It emphasizes the role of semiconductor storage in preserving human knowledge and memory, especially in the context of artificial intelligence (AI) [2] - The demand for semiconductor storage is surging due to the rapid advancement of AI technologies, particularly in multi-modal AI models that require vast amounts of data for training [3] - The article outlines the necessity for AI to have reliable and personalized outputs, which further drives the need for semiconductor storage [4] - It suggests that South Korea has a significant opportunity to lead in the AI transformation, particularly by 2026 [5] Summary by Sections Forgetting Phenomenon - Hermann Ebbinghaus's research indicates that memory retention drops sharply over time without repeated learning, with a 41.8% forgetting rate within 20 minutes and over 70% after one day [1] Role of Semiconductor Storage - Various methods have been developed to combat forgetting, culminating in semiconductor storage, which can permanently retain data and is crucial for AI's learning and generation processes [2] AI Development and Storage Demand - The evolution of AI from text-based models to multi-modal models necessitates massive data storage in semiconductor memory, leading to a seller's market due to high demand and limited supply [3] AI Personalization and Reliability - AI's ability to generate trustworthy results relies on real-time access to authoritative data and the storage of previously generated materials, which is essential for personalized AI services [4] Opportunities for South Korea - The article posits that South Korea is well-positioned to capitalize on the AI transformation, with 2026 identified as a pivotal year for the country's advancement in this field [5]