Micron: a key player in the AI era

During the visit of Nvidia's CEO to Taiwan, the Taiwanese President expressed the intention to establish Micron as a benchmark for memory solutions intended for artificial intelligence applications. This strategic positioning highlights the crucial role that high-performance memory production plays in supporting the rapid expansion of the AI sector.

The importance of specialized memories, such as HBM (High Bandwidth Memory), is constantly growing, given their ability to provide the bandwidth necessary to handle the enormous workloads associated with the training and inference of large language models (LLMs). Competition in the memory sector is therefore destined to intensify, with significant implications for innovation and technological sovereignty.

For those evaluating on-premise deployments, there are trade-offs to consider carefully. AI-RADAR offers analytical frameworks on /llm-onpremise to evaluate these aspects.