金吾财讯 | 美光科技(MU)表示，正在重组其业务部门，以专注于大型云提供商对其内存芯片的人工智能相关需求。这个名为“云内存业务部门”的新部门将专注于超大规模用户使用的产品，以及有助于快速执行数据密集型 AI 任务的高带宽内存 (HBM) 芯片。HBM 芯片因其与 AI 图形处理器（尤其是英伟达的处理器）的协同作用而受到投资者的密切关注。美光公司是全球三大内存芯片制造商之一，与韩国的 SK 海力士和三星并列。专注于HBM的新部门将由Raj Narasimhan领导，他曾担任原“计算和网络业务部门”的负责人。在旧的架构下，该部门涵盖数据中心、个人电脑、图形和网络市场使用的内存产品。
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