Louis Delahaye
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- RAISE Summit38 min
AI Has a Memory Problem | Gelsinger, SK hynix & More | RAISE Summit 2026
Gelsinger, Hoshik Kim, Vijay Shilpiekandula, Andrew Homan, Louis Delahaye
The global semiconductor industry is currently navigating a critical bottleneck where exponential AI demand for larger context windows outpaces the linear supply growth of High Bandwidth Memory, leaving the market in a 26% deficit. While a duopoly of SK Hynix and Samsung dominates existing capacity, architects like Cerebras and D-Matrix are pioneering stacked memory solutions expected to boost bandwidth by 50 times, though these innovations will not reach volume production until the late 2020s. Consequently, memory has evolved from a volatile commodity into a strategic infrastructure asset, characterized by long-term contracts and deep supply chain vulnerabilities that threaten global stability amid geopolitical tensions and complex manufacturing constraints.