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SemiAnalysis-AI 服务器成本分析-内存是最大短板
2025-08-25 14:36
May 2, 202 A Server Cost Anaysis Memory s The Biggest Loser //Micron $MU ooks very weak in A minutes 10 comments By and Dyan Pate Gerad Wong Micron $MU ooks very weak in A The rush to buid out datacenters for A training and inference has caused the markets to go crazy. For exampe, Credo () is up 27% in the ast week, but they don't benefit much. n the past, we excusivey expained how they . They aso in the AEC and ACC space. Vicor () is up 0%. Over a year ago, . Whie Vicor has attempted to be designed back in ...