Altman says idle PC DRAM is wasted; meets SK chief amid memory crunch
创业邦 · wechat · 2026-11-01
A round of industry news, with AI highlights:
- Sam Altman on the DRAM shortage: argues memory should be concentrated in datacenters — consumer PCs' DRAM sitting idle 95% of the time is "a rather terrible" waste of scarce resources
- SK Group Chairman Chey Tae-won met Altman in Seoul, with SK Hynix and SK Telecom execs present; talks likely covered HBM supply and AI datacenters
- Wuxi and Alibaba Cloud signed a deal to build a Qwen office innovation center covering compute, models and agent applications
- CATL's Zeng Yuqun said battery tech isn't good enough; the company runs an AI-native research system with 1T+ test records to accelerate electrochemistry
- Also: China's first crewed lunar mission (3 crew, 2 landing, before 2030); TCL CSOT's ¥29.5B printed OLED Gen-8.6 line entering equipment installation; first domestic hybrid-electric business jet in development
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