AI chip memory supply and demand are tight
The story so far
Hon Hai Chairman Liu Yangwei said that the supply and demand for AI chip memory will remain tight in 2027. He predicts that the overall demand for AI in 2027 will still be greater than the supply, and the performance ratio of Hon Hai's AI-related cloud products will exceed 60% in the next 3 to 5 years. The global industry will continue to show a K-shaped development, with AI-related industries benefiting from computing power demand and infrastructure investment.
AI-written from the reports · Updated 2 days ago
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- ITHome · AIFoxconn Chairman Liu Yangwei: AI chip and memory supply and demand will continue to be tight in 2027
Foxconn Chairman Liu Yangwei predicts that overall AI demand will still be greater than supply in 2027, with tight supply and demand for chips, memory, and some key components continuing. He states that over the next 3 to 5 years, the proportion of Foxconn's AI-related cloud products will exceed 60%, and the global industry will continue to show a K-shaped development, with AI-related industries benefiting from computing power demand and infrastructure investment.
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