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I am just saying I have multiple examples of Samsung buying from competitors to some of their divisions. The Division head do not work and play well together. It actually is a kinda positive part of their DNA.
exactly. History tells us that the Jobs change, they do not go away. But since people keep saying jobs are going away, I think they should show the actual data.
Samsung has a interesting business model. They bought Micron Memory when there was no shortage. And even if divisions partnered well (they dont), It would not be in Samsungs best interest to sell memory at lower price and turn away Server companies.
Similar to Microns Crucial cancellation. It...
So if AI is replacing people and lowering the amount of people in jobs, then employment (not unemployment) must be down. How much has the number of people employed decreased since 2023?
So we already know how much prices went up in Q4 for ASP. This is the price memory companies received in Q4. DRAM increased 30% including DDR4, DDR5, HBM (NAND showed similar price increase)
Are these numbers for actual sales price received by memory companies in Q1 or are they for quotes...
100% agree. EU countries STILL buy energy from Russia.... funding their own future invasion.
I hope i am correct in my prediction that China will not have a military invasion.
I also do not think that IF China invaded, TSMC would shut down..... just an opinion.
So lets poke at that a Little:
If you do Fab in the US. you need to ship most units (at least some) outside the US
What if other countries put a tariff on you? I checked and other countries are not fond of working with the US.
What if the president says you cannot ship 18A outside the US? or...
Perhaps.... I downplay this because I keep talking to Taiwanese friends who are not worried for whatever reason ... and because if there is an invasion, I really dont care about Datacenter or phone chips. thats just me
But the real reason behind the picture is "I think Other companies are...
"relative capex" is not the big news IMO. Google is ADDING 100B in new spending over the next year.... we did not see this coming in August. Hence the current boom. 100B added to the semiconductor hardware ecosystem by one company.
Side note: We are not at equilibrium so we dont know what the...
Dan puts this well. No one is really saying "I will look at TSMC and Rapidus in parallel to see who wins". If you are "not TSMC" person, then you look at Intel, Rapidus, Samsung etc.
you cannot have a sane comparison of TSMC and Rapidus.
even Not TSMC people are wildly different:
1)...
Intel decided 20A and 18A were all BPSD..... a jump ahead technology. Also the roadmap today is not what the roadmap was in 2022. Products were cancelled and delayed and changes
If Intel still had its memory business, it would be the highest revenue business unit at Intel. Intel will probably get back into memory right before the crash LOL
That said, from what I hear, this is not really a new memory type as much as a optimized DRAM for GPU accelerators. Intels model is...
So if chinese DRAM is put onto motherboard in Malaysia, and then the motherboard is put into a server in Mexico. and it is imported to a server farm in the US. No Chinese tariff. Correct?
