Dina Bass
speaker
144 appearances
6 recordings
1 series
first heard Nov 2025
last heard 22 Jul
Dina Bass’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 2.
Appearances
And so, you know, SK Group's chairman and CEO,
SK Hynix's CEO were telling us, look, you know, this is now less, you know, not really a cyclical business when somebody comes to you and signs a, you know, a bunch of your customers sign deals that go over many, many, many years.
And we don't expect supply to catch up with demand anytime soon.
So certainly those companies are trying to figure out ways to make this less cyclical.
Sure.
And, you know, what's happened here is that SK Hynix kind of pioneered using a type of memory called HBM for the critical AI chips that are sold by NVIDIA, the GPU chips.
And there are not enough of those.
Everyone is seeking more and more of those.
And so it's made these three memory vendors who all make HBM.
much more central to the AI market.
At the same time, while NVIDIA dramatically dominates the AI chip space, we are seeing some smaller new competitors as well as larger competitors like Google and different types of chips are in some cases using other kinds of memory.
The other question I think more long term is if the HBM chips are such a bottleneck that they're holding everything up, do we see any sort of innovation, any way that companies develop to either have to use less of it or to use something different?
Because at a certain point, being able to use something other than the thing you can't get enough of could become a huge issue.
benefit value add lead in a way to lead the market if you're a company they can figure that out and so that over the long term also becomes the pressure if this is if the supply is so short for so long and these companies even with building out manufacturing facilities can't keep up there's a strong incentive to figure out a way to do it differently or use less of it whether that's possible we'll see
We're, I think, waiting to see what Broadcom reports today Marvell's main competitor, but also Marvell and Broadcom are basically competing for the business around custom AI accelerators that aren't NVIDIA.
Now, Jensen is not objective when he, so to speak, anoints Marvell in that manner.
Marvell is the horse that NVIDIA has backed in that space.
They've invested.
And he wants to set them up as an even stronger competitor to Broadcom because Broadcom itself is...
been positioned and has positioned itself as the alternative to NVIDIA if you don't want to use NVIDIA's GPUs.
Showing 21–40 of 144 · page 2 of 8
← Previous
Next →