日本語
業界:
AI, Semiconductors
サービス:
Standard
レポート種別:
Report
期間:
Other
業界:
AI, Semiconductors
レポート種別:
Report
サービス:
Standard
期間:
Other
Generative AI (Gen AI) applications require high-speed, high-bandwidth, and low-latency memory to process vast amounts of data in real time. Rapid data access becomes all the more critical when it comes to inference, where real time decision and prediction is required.
Brady Wang
Hi, I’m Brady Wang, a seasoned professional with over 20 years of experience in the high-tech industry, spanning semiconductor manufacturing, market intelligence, and strategic advisory roles. Currently, I serve as an analyst at Counterpoint Research, where I specialize in semiconductors with a focus on advanced applications such as automotive, server platforms, and cutting-edge process nodes. My core research centers on AI servers and their key components, including GPUs, custom accelerators, high-bandwidth memory (HBM), CPUs, and advanced packaging technologies. I also track the evolution of AI server architectures, interconnect technologies, and data center deployment trends. By combining deep technical knowledge with market insight, I help clients navigate the fast-changing AI infrastructure landscape and make strategic, data-driven decisions.
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.
