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Analyst: Although Kimi K3 improves computing power efficiency, high memory requirements continue to support demand for AI chips

2026-07-20 10:59:46

ME AI News, according to analyst Sunny Bangia, with DeepSeek R1 launched in 2025 in a similar way, the release of Kimi K3 has also raised concerns that AI computing power may fall short of expectations. However, this comparison may overlook an important difference. Although models like Kimi K3 are designed to use computing resources more efficiently, they still require a large amount of memory during operation, a characteristic that could continue to support demand for companies such as SK hynix, TSMC, and Nvidia. (Source: MLion)

SK2.93%

SKHY11.08%

TSM4.92%

NVDA1.01%

View Original

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