Bernstein: AI Agents Drive Memory Interface Chip TAM to Triple in Three Years to $20 Billion
Source:
www.techflowpost.com
According to TechFlow Research, Bernstein's July 9 in-depth report on memory interface chips pointed out that the shift of AI from training to inference makes CPU once again the core of task scheduling, driving server CPU shipments to grow at a 24% CAGR from 2025 to 2030.