Before we discuss the possible impact of HBM4 standard interface on the DRAM industry, we need to review the current status of the DRAM industry

It is important to know how individual memory companies choose to develop their High Bandwidth Memory (HBM) technology for future competitions

High Bandwidth Memory (HBM) is a graphic memory with high bandwidth. Its main function is to support High-Performance Computing (HPC) or high-speed parallel computing with CPU/GPU in Artificial Intelligence (AI) computing

The semiconductor industry is the lifeblood of South Korea, a country that heavily depends on its exports. In 2023, South Korea exported US$131 billion of semiconductors and imported US$106 billion, raking in US$25 billion in trade surplus. For Taiwan, when there is a trade deficit, it only amounts to a fraction of its foreign reserve, but that would be a heavy burden to South Korea, which is already shouldering US$663.6 billion in foreign debt

Since the turn of the century in the year 2000, the changes brought to the world by digital technology and the Internet can be roughly categorized into four phases. The first phase was the post-dot-com bubble era in the early 2000s, and the leading vendors of this era were Nokia and Cisco, which provided networking equipment

AI smartphones are defined as smartphones that can run Large Language Models (LLMs) to perform Generative Artificial Intelligence (GenAI) functions offline. Many may be curious, how will the first batch of AI smartphones differentiate themselves from current ones

Generative AI will inevitably move away from cloud services, which used to rely heavily on data centers and leave some private and real-time information to be processed on "edge" devices

The internet giants are building comprehensive ecosystems, in which Generative AI (GenAI) plays a pivotal role. "From cloud to the edge" will be an inevitable trend

To maintain its leading position in Artificial Intelligence (AI), Nvidia has mastered its CUDA software, constantly emphasized its affiliation with Taiwan and TSMC, and has even secured strong connections with the server supply chain in practice

From Nvidia and Microsft to Taiwan's TSMC, Quanta, Wistron, and Foxconn, companies are constantly exploring the future of their businesses with the theme of Artificial Intelligence (AI)

In 2000, Bill Gates visited Taiwan for the World Congress of Information Technology (WCIT), and in 2009, Steve Ballmer, the second president of Microsoft, visited Taiwan only for one day. These were the only two times that the CEOs of Microsoft visited Taiwan