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Latest activity

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KevinK reacted to lispwright's post in the thread Memory Prices Surge Up to 90% From Q4 2025 with Like.

But DRAM is in competition with HBM for raw wafer capacity, and I've been reading HBM takes 3 times as much, I assume due to downstream...

Feb 12, 2026
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lispwright replied to the thread Memory Prices Surge Up to 90% From Q4 2025.

But DRAM is in competition with HBM for raw wafer capacity, and I've been reading HBM takes 3 times as much, I assume due to downstream...

Feb 12, 2026
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benb replied to the thread US Department of Commerce fines Applied Materials $252 million for illegal equipment exports to China.

I think they're closing a grey area/loophole that perhaps some assumed was acceptable. The export rules have also changed...

Feb 12, 2026
hist78 replied to the thread Memory Prices Surge Up to 90% From Q4 2025.

Samsung Electronics (005930.KS) has only one stock symbol, and Samsung Semiconductor and Samsung’s smartphone division are simply...

Feb 12, 2026
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lispwright reacted to Yunus's post in the thread ARM vs x86 Server CPU Market share, per Mercury Research with Like.

Source:

Feb 12, 2026
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lispwright replied to the thread US Department of Commerce fines Applied Materials $252 million for illegal equipment exports to China.

Between non-government actors settlements civil settlements routinely include no further airing of bad laundry. Some South Korean...

Feb 12, 2026
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KevinK reacted to blueone's post in the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom. with Like.

Agreed. That's why I posted their inferencing link. Cerebras has announced a cloud computing service, which is mostly about inference...

Feb 12, 2026
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DerDrache reacted to peter's post in the thread SpaceX wants to put 1 million solar-powered data centers into orbit with Like.

Did some back of the napkin math, it's anywhere between $10 to $30+M per MW of compute for terrestrial datacenters, Jensen Huang said...

Feb 12, 2026
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lispwright replied to the thread US Department of Commerce fines Applied Materials $252 million for illegal equipment exports to China.

There's an added factor needed, did the CFO and CEO know about the diversion of units to China that happened after assembly in South...

Feb 12, 2026
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lispwright reacted to Xebec's post in the thread ARM vs x86 Server CPU Market share, per Mercury Research with Like.

I saw this posted elsewhere. This is volume, not revenue, and doesn't include other "still standing" CPU architectures like IBM Power...

Feb 12, 2026
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swka replied to the thread US Department of Commerce fines Applied Materials $252 million for illegal equipment exports to China.

some under the table deal perhaps. But the US government is missing an opportunity to send a strong message about how serious they are...

Feb 12, 2026
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KevinK replied to the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom..

Simple case below for 2024 - 2024 was all about fitting large dense models into memory. 2025 has gotten far more complicated with MoE...

Feb 12, 2026
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swka reacted to blueone's post in the thread US Department of Commerce fines Applied Materials $252 million for illegal equipment exports to China with Like.

Amazing. There's a criminal investigation by the DOJ, yet no one gets arrested or convicted. The penalty for willfully exporting...

Feb 12, 2026
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lispwright reacted to peter's post in the thread SpaceX wants to put 1 million solar-powered data centers into orbit with Like.

5 year life, for inference work, seems it shouldn't be a huge problem, here's the following from Google, regarding radiation with...

Feb 12, 2026
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swka replied to the thread AI starting to hit office space market.

perhaps a too early optimistic view, how many new category of jobs created by AI enabled work flow

Feb 12, 2026

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