- Imemorandam ukomeleza unikezelo lwememori ephucukileyo kunye nokuvavanya amaziko edatha ye-AI eMzantsi Korea.
- Ujoliso lwe-900.000 ye-wafers ye-DRAM ngenyanga, malunga ne-39% yomthamo oqikelelweyo wehlabathi.
- I-Stargate ixhaswa ngamaqabane afana neSoftBank, i-Oracle, kunye ne-MGX kunye nesicwangciso se-$ 500.000 yebhiliyoni.
- Ukusabela okunamandla kwimarike yemasheya kunye nokugxila kwi-HBM; abahlalutyi baqikelela ukonyuswa kwekhonkco lokubonelela.
Ikomkhulu laseMzantsi Korea libe yindawo yomjikelezo weentlanganiso apho I-OpenAI, i-Samsung, kunye ne-SK Hynix balungelelanise izinto ezinomdla kwiziko ledatha yabo yokuqala, eyaziwa ngokuba yi-Stargate.Kolu qhagamshelwano, injongo yamiselwa phantsi ebhaliweyo ebalaselisa ubukhulu bayo: ukuvelisa ukuya kuthi ga ngoku. 900.000 DRAM wafers ngenyanga kunye nokomeleza ulwakhiwo lweziseko ezingundoqo ze-AI elizweni.
Amaqela achaza iphakheji njengendibaniselwano yezivumelwano zokubonelela ngememori yokuqala kunye novavanyo lwesayithi elitsha. Umyalezo ucacile: UMzantsi Korea ujonge ukuziseka phakathi kweenkokeli kubukrelekrele bokwenziwa.ngexesha I-OpenAI ifuna ukuqinisekisa amandla oshishino namandla kwiimodeli zabo ezizayo.
Imveliso ekujoliswe kuyo enokuthi icinezele ikhonkco lememori
IiWafers ziidiski zesilicon apho iitshiphusi zenziwa khona; ukusuka komnye nomnye, iisekethe ezininzi eziphela zibe ziimodyuli eziphezulu zeDRAM okanye izitaki ze-HBM zeeseva kunye namaziko edatha.
Iseti yebha ichasene nemarike yangoku. Uqikelelo lweshishini lubeka umthamo we-wafer we-300mm we-DRAM kwihlabathi malunga ne-2,07 yezigidi ngenyanga ngo-2024., kunye kunye ukunyuka ukuya kwi-2,25 yezigidi ngo-2025Ukufikelela kwi-900.000 kuya kulingana malunga I-39% yawo wonke loo mandla, isikali ekungekho mvelisi ngamnye asigubungelayo ngokwaso kwaye esibonisa amabhongo esicwangciso.
Umahluko phakathi kokuqonda kunye noqeqesho kunceda ukuqonda umzobo. Ukuya uloliwe iimodeli zesizukulwana esitsha Amawakawaka e-accelerator adityaniswe kunye, nganye ihamba kunye nenani elikhulu lememori ekhawulezayo, kunye nokupholisa okukhulu kunye neenkqubo zamandla ombane. Ngoko ke, Ukuqinisekisa ukuba unikezelo lwe-wafer alubonakali lugqithise, kodwa luyimfuneko kumaza alandelayo emodeli.
Ngelo xesha, ishishini libonisa ukuba Imfuno edityaniswe ne-Stargate inokugqithisa kakhulu umthamo wehlabathi we-HBM wangoku., ukuqinisa ubunkokeli babavelisi abakhulu kunye nokukhuthaza lonke ikhonkco lexabiso lokutyala imali.
Imemoranda, abadlali ababandakanyekayo kunye namaziko amatsha eKorea
Amaxwebhu asayiniweyo abandakanya Izibophelelo zokuqala zokwandisa imveliso yememori kunye nokuvavanya iziseko ezitsha eMzantsi KoreaKulo mba, i-Samsung SDS iya kuthatha inxaxheba kuphuhliso lweziko ledatha, ngelixa i-Samsung C & T kunye ne-Samsung Heavy Industries yayiza kufunda ukuyila kunye nokwakhiwa. I-Ofisi yoMphathiswa wezeNzululwazi kunye ne-ICT iqwalasela iindawo ezingaphandle kwendawo yedolophu yaseSeoul, kwaye i-SK Telecom ivumile ukuhlalutya indawo ekumzantsi-ntshona welizwe.
Ngokunxuseneyo, zombini iinkampani zicinga ukudibanisa Ishishini leNgxoxoGPT kunye nobuchule be-API kwimisebenzi yabo yokwandisa ukuhamba komsebenzi kunye nokuqhuba ukutsha kwangaphakathi.
El Iprojekthi ye-Stargate ixhaswa yintsebenziswano kunye neSoftBank, i-Oracle kunye ne-investment firm MGX., ecinga ukwaba I-500.000 yeebhiliyoni zeedola ngo-2029 Iziseko zophuhliso ze-AI, egxile e-United States kunye neziphumo zesibambiso kwi-ikhosistim efana neyoMzantsi Korea.
Kufanelekile ukugxininisa ukuba ezi, okwangoku, iileta zeenjongo kunye neememoranda: amabhongo aphezulu, kodwa Iinkcukacha ezingundoqo zisaza kuqukunjelwaImingcipheko ayibalulekanga: i-bottlenecks enokubakho ye-HBM/DRAM, iimfuno zamandla e-multi-gigawatt, imvume, kunye nolungelelwaniso lweprojekthi nabachaphazelekayo abaninzi.
I-OpenAI's computing muscle kunye ne-strategic shift
I-OpenAI ibisenza imifelandawonye ukunyusa umthamo wayo wekhompyutha. Nge-Oracle kunye neSoftBank, ilungiselela amaziko amaninzi edatha amakhulu anokuba negalelo iigigawati zamandla, ngelixa i-NVIDIA ibhengeze utyalo-mali ukuya kuthi ga kwi-100.000 yeebhiliyoni zeedola kunye nokufikelela kwi-GW engaphezu kwe-10 ngokusebenzisa iinkqubo zayo zoqeqesho.
Ubudlelwane noMicrosoft buye benza isigqibo: intlawulo yokuqala ye-1.000 yeebhiliyoni kunye ne-10.000 yeebhiliyoni ezalandelayo zanika ukufikelela kwi-Azure, isitshixo kwiimodeli zoqeqesho eqhube ukunyuka kweChatGPT. Ngoku, i-OpenAI ibheka kwiziseko ezingundoqo ezinolawulo oluthe ngqo oluthe ngqo ukunciphisa ukuxhomekeka kumboneleli omnye.
I-ecosystem yaseMzantsi Korea iphinda iphonononge iifomyula ezinoveli kunye ne-OpenAI, ukusuka kwintsebenziswano yoyilo ukuya kwiingqikelelo ezinje. amaziko edatha adadayo, ngenjongo yokukhawulezisa ukuphunyezwa kweziseko ezingundoqo ezomeleleyo nezisebenzayo.
Imarike iphendule ngokunyuka okubalulekileyo kulandela izibhengezo: I-Samsung inyuke malunga ne-4% -5% ukuya kwiminyaka emininzi ephezulungexesha I-SK Hynix iphinde yaphindaphindeka phantse i-10% kwaye isalathisi se-KOSPI sadlula amanqaku angama-3.500 okokuqala. ixesha. Ngokudibeneyo, iintshukumo zongeze amashumi eebhiliyoni kwinkunzi yayo.
Abahlalutyi bemizi-mveliso bakholelwa ukuba Ukutyhala kweStargate kuya kuphelisa uloyiko lokuwa kwexabiso okuza kwenzeka kwimemori ye-HBM kwaye inokusebenza njengento ekhuthaza ababoneleli bezixhobo ezifana ne-ASML., inikwe imfuno ephezulu yeememori eziphambili.
Ipanorama evulayo iyadibanisa amabhongo kwezoshishino kunye nobulumko bokusebenzaIimemo zichaza imephu yendlela, ukuba iphunyeziwe, iya kukhusela i-OpenAI ubutyebi benkumbulo kunye nezixhobo ezitsha eMzantsi Korea, ngelixa i-Samsung kunye ne-SK Hynix beya komeleza indima yabo kugqatso lwe-AI lwehlabathi, konke oku kuxhomekeke kwindlela umthamo wokuvelisa, amandla akhoyo, kunye nesantya sokulawula.
Ndingumntu othanda itekhnoloji ojike umdla wakhe we "geek" waba ngumsebenzi. Ndichithe ngaphezulu kweminyaka eli-10 yobomi bam ndisebenzisa itekhnoloji yokusika kwaye ndikhenkceza ngazo zonke iintlobo zeenkqubo ngenxa yokufuna ukwazi okumsulwa. Ngoku ndiqeqeshelwe ubugcisa bekhompyutha nakwimidlalo yevidiyo. Oku kungenxa yokuba ngaphezu kweminyaka emi-5 ndibhalela iiwebhusayithi ezahlukeneyo kwitekhnoloji kunye nemidlalo yevidiyo, ndisenza amanqaku afuna ukukunika ulwazi oludingayo ngolwimi oluqondakalayo kuye wonke umntu.
Ukuba unayo nayiphi na imibuzo, ulwazi lwam lusuka kuyo yonke into enxulumene nenkqubo yokusebenza yeWindows kunye ne-Android yeefowuni eziphathwayo. Kwaye ukuzinikela kwam kukuwe, ndihlala ndikulungele ukuchitha imizuzu embalwa kwaye ndikuncede usombulule nayiphi na imibuzo onokuba nayo kweli lizwe le-intanethi.