- Imemorandamu yokuqinisa ukunikezwa kwenkumbulo ethuthukisiwe kanye nokuhlola izikhungo zedatha ye-AI eSouth Korea.
- Okuhlosiwe kwama-wafers e-DRAM angama-900.000 ngenyanga, cishe u-39% womthamo olinganiselwe womhlaba.
- I-Stargate isekelwa ozakwethu abanjengoSoftBank, i-Oracle, ne-MGX ngohlelo lwama-dollar ayizigidi eziyizinkulungwane ezingama-500.000.
- Ukusabela okuqinile kwemakethe yamasheya nokugxila ku-HBM; abahlaziyi babikezela ukwanda kwe-supply chain.
Inhloko-dolobha yaseNingizimu Korea kube yinkundla yemihlangano lapho I-OpenAI, i-Samsung, ne-SK Hynix baqondanise izintshisekelo zomkhankaso wabo omkhulu wesikhungo sedatha, owaziwa nge-Stargate.Kulaba othintana nabo, inhloso yabhalwa phansi egqama ngobukhulu bayo: ukukhiqiza kuze kufike. 900.000 amawafa e-DRAM ngenyanga kanye nokuqinisa ukwakhiwa kwengqalasizinda ye-AI ezweni.
Izinhlangothi zichaza iphakheji njengenhlanganisela yezivumelwano zokuqala zokuhlinzeka ngenkumbulo nokuhlolwa kwesayithi okusha. Umlayezo ucacile: ISouth Korea ihlose ukuzimisa phakathi kwabaholi kwezobunhloli bokwenziwa.ngenkathi I-OpenAI ifuna ukuqinisekisa umthamo wezimboni namandla kumamodeli abo azayo.
Ithagethi yokukhiqiza engacindezela uchungechunge lwenkumbulo
Ama-wafer angama-silicon discs lapho ama-chips enziwa khona; kusuka komunye nomunye, izifunda eziningi okugcina kuba amamojula e-DRAM asebenza kahle kakhulu noma izitaki ze-HBM zamaseva nezikhungo zedatha.
Isethi yebha iphambene nemakethe yamanje. Izilinganiso zemboni zibeka umthamo we-wafer we-300mm we-DRAM emhlabeni jikelele cishe ezigidini ezi-2,07 ngenyanga ngo-2024., nge inyuke ifinyelele ezigidini ezi-2,25 ngo-2025Ukufinyelela ku-900.000 kuzolingana nokulinganiselwa Ama-39% awo wonke lawo mandla, isilinganiso okungekho mkhiqizi ngamunye asikhava ngokwakhe futhi esibonisa isifiso sohlelo.
Umehluko phakathi kwe-inference nokuqeqeshwa usiza ukuqonda isibalo. Kuya isitimela amamodeli esizukulwane esisha Izinkulungwane zama-accelerator ziqoqwe ndawonye, ngalinye lihambisana nenani elikhulu lenkumbulo esheshayo, kanye nezinhlelo zokupholisa ezinkulu nezinamandla kagesi. Ngakho, Ukuqinisekisa ukuthi ukunikezwa kwe-wafer akubonakali kudlulele, kodwa kuyisidingo kwegagasi elilandelayo lamamodeli.
Ngesikhathi esifanayo, imboni ikhomba lokho Isidingo esixhunywe ku-Stargate singadlula kude umthamo wamanje womhlaba we-HBM., ukuqinisa ubuholi babakhiqizi abakhulu kanye nokukhuthaza lonke uchungechunge lwamanani ukuthi lutshale.
Imemorandamu, abalingisi abahilelekile kanye nezikhungo ezintsha eKorea
Imibhalo esayiniwe ihlanganisa Izibopho zokuqala zokwandisa ukukhiqizwa kwenkumbulo nokuhlola ingqalasizinda entsha eNingizimu KoreaMayelana nalokho, i-Samsung SDS izobamba iqhaza ekuthuthukisweni kwesikhungo sedatha, kuyilapho i-Samsung C&T ne-Samsung Heavy Industries izofunda ukuklama nokwakha. Umnyango Wesayensi Ne-ICT ucubungula izindawo ezingaphandle kwendawo yedolobha elikhulu lase-Seoul, futhi i-SK Telecom ivumile ukuhlaziya isiza esiseningizimu-ntshonalanga yezwe.
Ngokuhambisanayo, zombili izinkampani zicabanga ukuhlanganisa Ibhizinisi le-ChatGPT kanye namakhono e-API ekusebenzeni kwawo ukuze kuthuthukiswe ukuhamba komsebenzi futhi kuqhubekisele phambili ukuqamba okusha kwangaphakathi.
El Iphrojekthi ye-Stargate isekelwa umfelandawonye neSoftBank, i-Oracle kanye nenkampani yokutshala izimali i-MGX., ecabanga ukwaba $500.000 billion ngo-2029 Ingqalasizinda ye-AI, egxile e-United States kanye nemiphumela yesibambiso kuma-ecosystems afana nalawo aseNingizimu Korea.
Kuyafaneleka ukugcizelela ukuthi lezi, okwamanje, izincwadi zenhloso kanye nememorandamu: isifiso siphezulu, kodwa Imininingwane ebalulekile isazophothulwaUbungozi abubalulekile: izingqinamba ezingaba khona ze-HBM/DRAM, izidingo zamandla e-multi-gigawatt, imvume, nokuxhumana kwephrojekthi nababambe iqhaza abaningi.
Imisipha yekhompuyutha ye-OpenAI kanye nokushintsha kwamasu
I-OpenAI ibilokhu yenza imifelandawonye ukuze ikhulise umthamo wayo wekhompyutha. Nge-Oracle neSoftBank, ilungiselela izikhungo zedatha ezinkulu ezimbalwa ezinganikela ama-gigawatts amandla, kuyilapho i-NVIDIA imemezele ukutshalwa kwezimali okungafika ku-$100.000 billion kanye nokufinyelela ku-GW engaphezu kuka-10 ngezinhlelo zayo zokuqeqesha.
Ubudlelwano neMicrosoft buye banquma: ukukhishwa kwezimali kokuqala kwebhiliyoni eli-1.000 kanye nezigidigidi eziyi-10.000 ezalandela zanikeza ukufinyelela ku-Azure, ukhiye wamamodeli wokuqeqesha lokho kuthuthukise ukukhuphuka kwe-ChatGPT. Manje, i-OpenAI iqhubekela kungqalasizinda enokulawula okuqondile okukhulu ukuze kuncishiswe ukuncika kumhlinzeki oyedwa.
I-ecosystem yaseNingizimu Korea iphinde ihlole amafomula anoveli nge-OpenAI, kusukela ekusebenzisaneni komklamo kuya emicabangweni efana ne-OpenAI. izikhungo zedatha ezintantayo, ngenhloso yokusheshisa ukuqaliswa kwezingqalasizinda eziqinile nezisebenza kahle.
Imakethe isabele ngokunyuka okukhulu kulandela izimemezelo: I-Samsung ikhuphuke cishe ngo-4% -5% yaya eminyakeni eminingi ephezulungenkathi I-SK Hynix iphinde yaqina cishe ngo-10% futhi inkomba ye-KOSPI idlule amaphuzu angu-3.500 okokuqala ngqa. isikhathi. Ngokuhlangene, ukunyakaza kwengeze amashumi ezigidigidi emalini yayo.
Abahlaziyi bezimboni bayakukholelwa lokho Ukucindezela kwe-Stargate kuzodambisa ukwesaba kokuphahlazeka kwentengo okuseduze kwinkumbulo ye-HBM futhi kungase kusebenze njengesisusa sabahlinzeki bemishini efana ne-ASML., uma kubhekwa isidingo esikhulu sama-memory chips athuthukile.
I-panorama evulekayo iyahlangana izifiso zezimboni kanye nobuhlakani bokusebenzaAmamemo aveza imephu yomgwaqo, uma isetshenziswa, izovikela i-OpenAI ingcebo yenkumbulo nezindawo ezintsha eSouth Korea, kuyilapho abakwaSamsung kanye ne-SK Hynix bezoqinisa indima yabo emjahweni we-AI womhlaba, konke lokhu kuya ngokuthi amandla okukhiqiza, amandla atholakalayo, kanye nejubane lokulawula livela kanjani.
Ngingumshisekeli wezobuchwepheshe oguqule izintshisekelo zakhe "ze-geek" zaba umsebenzi. Ngichithe iminyaka engaphezu kwengu-10 yempilo yami ngisebenzisa ubuchwepheshe obusezingeni eliphezulu kanye nokukitaza ngazo zonke izinhlobo zezinhlelo ngenxa yelukuluku lokufuna ukwazi. Manje sengiqeqeshelwe ubuchwepheshe be-computer nemidlalo yama-video. Lokhu kungenxa yokuthi sekuphele iminyaka engaphezu kwengu-5 ngisebenza ngokubhalela amawebhusayithi ahlukahlukene ezobuchwepheshe nemidlalo yevidiyo, ngenza izindatshana ezifuna ukukunikeza imininingwane oyidingayo ngolimi oluqondakala yiwo wonke umuntu.
Uma unemibuzo, ulwazi lwami lusukela kuyo yonke into ehlobene nesistimu yokusebenza ye-Windows kanye ne-Android yomakhalekhukhwini. Futhi ukuzibophezela kwami kuwe, ngihlala ngizimisele ukuchitha amaminithi ambalwa futhi ngikusize uxazulule noma yimiphi imibuzo ongase ube nayo kulo mhlaba we-inthanethi.