Memory Solutions for Generative AI Part 7: Mapping the Solutions

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Mar 18, 2025

For solutions for GenAI, benefits like bandwidth and capacity are important, but costs such as power, area and price need to be considered as well. As memory is a passive component dependent on the CPU, configuration changes based on the processor. In this regard, the recent strategic changes at ARM and the potential changes in MoE- based LLM could lead to changes in future architecture and solutions.

Source: Counterpoint Research

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Summary

Published

Mar 18, 2025

Author

MS Hwang

MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.