메모리는 AI 칩 부품 비용의 거의 3분의 2까지 커졌다

The shift of AI chip production costs toward High Bandwidth Memory (HBM) highlights that memory, rather than logic processing, has become the primary financial bottleneck for AI infrastructure. This trend is forcing major hyperscalers like Microsoft and Meta to aggressively increase their capital expenditures to secure essential hardware amid rising component prices.