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EP145 - 記憶體如何成爲 AI 的關鍵瓶頸?| 專訪 美光 資深副總裁 Jeremy Werner 與 Mark Montierth

July 3, 2026 · 50 min

Show notes

本集筆記與精修逐字稿:https://open.firstory.me/user/techwav/posts/ep145-sbstue4f6x4u

訂閲有問題請來信:[email protected]

商業合作:[email protected](請先參考:https://www.techwavpod.com/collab)

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本集節目由【Micron】贊助

美光官網:https://bit.ly/3SArhgy

美光台灣FB:https://www.facebook.com/MicronTWN

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00:00 來賓介紹

02:04 記憶體成為AI關鍵

06:22 Agentic AI對記憶體影響

09:24 HBM差異化

13:33 能源限制

15:12 邊緣AI

21:09 量產與製程

25:02 美光的能效優化

31:41 未來展望

40:14 中文重點總結

商業合作:[email protected](請先參考:https://www.techwavpod.com/collab)

哈利的IG:harryspeaks_



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