#美光市值超越Meta跻身全美前十 The boss of Micron directly stated that memory chips will face a "super shortage" in the next two to three years. How will this affect the world?

1) Making AI chips cuts off the livelihood of ordinary chips.
HBM (AI memory) is extremely consuming wafer capacity. For example, this piece of land used to be able to build 10 affordable apartments (phone and computer memory), but now it's all used to build one super luxury villa (AI memory). As a result, whether you buy AI devices or not, your phones, computers, and hard drives will soon face a "panic-driven price surge."

2) Robots are the real "money-eating monsters."
"The memory required for a humanoid robot in the future is 10 times that of current smart cars!" What does that mean? A single robot consumes as much memory as 10 cars or hundreds of phones! In a few years, when millions of robots are sweeping floors and screwing bolts on the streets, the money printers at memory factories will be smoking.