Also it's really sad that #CXMT & #YMTC being needed to actually get prices down, because the #Greedflation of the #Tripol of #Micron, #Samsung & #SKhynix is only hurting everyone who isn't a #TechBro peddling #AIslop #Scams like #OpenAI is!
https://www.youtube.com/watch?v=qzfhhAfxK-A&t=2026s
#Memory #RAM #DDR4 #DDR5 #HBM #Tech #silicon #Fabbing #Fabrication #PRC
Again #GamersNexus doing #Journalism...
- OFC, the #Tripol - #Cartel of #DRAM & #Flash and the #USA dislikes "P.R." #China's developments...
https://www.youtube.com/watch?v=qzfhhAfxK-A
#Memory #RAM #DRAM #Flash #TLC #QLC #SSD #SSDs #DDR4 #DDR5 #Tech #silicon #Fabbing #Fabrication #PRC
Unlike the #EU, the "P.R." #China isn't doing #SouvereignityWashing but actually bluntly admits it's issues and focusses on it.
https://www.youtube.com/watch?v=qzfhhAfxK-A&t=579s
Also they want to go >40% #renewables!
#Memory #RAM #DRAM #Flash #TLC #QLC #SSD #SSDs #DDR4 #DDR5 #Tech #silicon #Fabbing #Fabrication #PRC
The RAMpocalypse is Nigh
Much ado is being made about AI being the root cause of the current memory price surge, but the reality is a bit more complex than that. While AI workloads do demand significant me(...)
U.S. Intel: A Critical View
I wasn’t going to go anywhere near this because it is too close to actual politics for my taste, but Ben Thompson’s take on the U.S. government’s 10% stake in Intel is a great read(...)
#chips #fabbing #geopolitics #government #intel #politics #semiconductor
@carapace didn't you knew @libresilicon.com before?
@leviathan et. al. work on #OpenSource process nodes from scratch since #Fabbing is extremely interlocked with #patents and #NDAs reducing the ability to freely choose fabs or develop silicon.
kkarhan
Tao of Mac
Kevin Karhan 