Bernstein's latest report highlights a significant expansion in the memory interface chip market, driven by the increasing role of AI agents. The total addressable market (TAM) for these chips is projected to triple over the next three years, reaching $20 billion. This growth is attributed to AI's transition from training to inference, which repositions CPUs as central to task scheduling. The report, released on July 9, also forecasts a robust 24% compound annual growth rate (CAGR) in server CPU shipments from 2025 to 2030. This surge underscores the pivotal role of CPUs in supporting AI-driven applications, further fueling demand for memory interface chips.