NEWS

AI chips are currently the hottest business opportunity, but AI memory has long been dominated by South Korean manufacturers. According to Wealth Biweekly, in 2024, Taiwan’s Industrial Technology Research Institute (ITRI) introduced the MOSAIC 3D AI chip technology in an attempt to break this monopoly. The goal is to enable Taiwan’s mature process technology and memory manufacturers to tap into the booming edge AI market. Financial technology companies have already started collaborating with ITRI to leverage this new platform for launching innovative financial services using edge AI.

In an interview, Shih-Chieh Chang, Director of ITRI’s Electronics and Optoelectronics Research Laboratories, explained that for AI to become widespread in mobile phones and other edge devices, one major challenge remains: AI chips are expensive. A single H100 chip costs $20,000, incorporating not only an expensive silicon interposer but also HBM (high-bandwidth memory). “This type of memory is not just costly—companies developing AI chips often find it nearly impossible to purchase HBM,” he said. Currently, industry sources indicate that the HBM used in an H100 chip can cost as much as $1,500.

Look at the article: https://www.chinatimes.com/realtimenews/20250315000015-260410?chdtv