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Energy costs is Ireland are possibly the highest in Europe. Part of this is geography but part of it is within our control i.e. the LNG terminal that was refused permission by previous [same] Govt 🤯
Our Govt's answer to all of this is to subsidise [with our own money] the cost of the consumer's...
This is true. Same goes for Samsung & Hynix in Korea. CHIPS Act provides something similar, which is fine. But provide the subsidies & get out of the way.
Once Govt start musing & interfering over possible outcomes for public companies you are on the slippery slope.
It is sad Intel are in...
US Govt need to get out of here or they will turn this industry into another Detroit. Their solution to everything is simply throwing tax payers money at it and distorting incentives.
This is the US. The market needs to settle Intel's fate. No one knows the future.
Agreed, most HBM issues are TSV related and Samsung suffers with that too.
But in this case I think we are talking about a poor D5 1a core design from Samsung from the start. Overclockers understood very early that Samsung D5 couldn't be pushed much beyond the stated specs. In addition you only...
Yes. Obviously CXMT has preferential access to China's market etc but they can only inhabit the space behind the mainstream because they are way behind on product tech.
Also, don't forget, the gap between what they say they are doing versus what they are actually doing is huge.
I wouldn't get too excited about CXMT. We have seen this all before with YMTC i.e. years & years of press releases about impending capacity ramps but in the end not much is actually delivered.
In fact YMTC did finally get some momentum in 2021 but have since been hobbled by equipment bans...
I guess my underlying point is that have no realistic chance of catching up with TSMC as a foundry business, either by process or practice. Let alone create any clear blue space.
They missed the smartphone but the cloud saved them. Now they've missed the switch to GPU but this time nothing is...
Simply put, due to the CHIPs Act and other subsidies they are building too much capacity, which they can't fund through cashflow as they historically did.
The fact that this is all happening at the same as their core business is being taken away from them means it is game over for Intel as most...
I know JH is prone to over-hyping a bit but people have been saying that about him now for 30 years! In the end though, it is best to take him at his word and ignore the inevitable bumps along the road.
The CSP's have been the key player in semis (esp memory & storage) for 7~8 years now. I had...
Just read the paper, although I am not an engineer. TLDR version...they can optimise inference on device with sub optimum DRAM by managing data flow etc with the NAND.
My question (because I don't see the answer in the paper) is will this require more NAND (and DRAM) on the iPhone above and...
(y) I understand the ultra bull case but I'm not convinced yet. Also, it's not likely to happen in this market cycle.
In the meantime if "AI" servers continue to take share/budget from "general" servers, the total DRAM bit demand will be lower.
Considering the big 2 are South Korean, I really don't see that the US has a security of supply memory issue (DRAM or NAND).
Hynix has the HBM lead today but there is nothing but time & application stopping Micron and Samsung catching up. By 2025 Hynix will likely still be the HBM leader but...
They are paying approx 16% tax on profits ($19bn on $119bn). Then you need to add to that all the other taxes Apple are generating for governments i.e. income taxes, sales taxes VAT etc.
Not exactly in line with the political and press narrative.
Samsung Semi's performance over the past 5 years has been on the wane, despite the record profits last year. Before the current crisis they already lost their lead on DRAM and NAND cost & technology and they've leaked key production talent to Hynix & China.
Their decision to remain aggressive...
