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F
The question is, to me, is any start-up chip designer successful in the AI market who is not partnered with a major player (cloud...
Mar 18, 2026
F
Is there an implied exclusivity? The use of the term "primary" begs the question of when they would go the secondary or further.
Mar 18, 2026
Samsung is also considering HBM "relief" like Groq and HBF.
Mar 18, 2026
R
It is not impossible for China to manufacture these products; the only possible shortcomings may be in three aspects: size, cost and...
Mar 18, 2026
F
Samsung is also considering HBM "relief" like Groq and HBF.
Mar 18, 2026
F
What matters is the cash cost at the bottom of the cycle, not the price at the top. If we enter a down cycle (could be starting now due...
Mar 18, 2026
Gamers Nexus recent research and video on the topic of "The DRAM Cartel" seems appropriate here:
THE DRAM CARTEL: With absurd RAM...
Mar 18, 2026
What matters is the cash cost at the bottom of the cycle, not the price at the top. If we enter a down cycle (could be starting now due...
Mar 18, 2026
16. March 2026 06:01 Samir Bashir
The memory industry is currently raking in huge profits thanks to the AI boom, but behind the scenes...
Mar 18, 2026
L
What matters is the cash cost at the bottom of the cycle, not the price at the top. If we enter a down cycle (could be starting now due...
Mar 18, 2026
B
What matters is the cash cost at the bottom of the cycle, not the price at the top. If we enter a down cycle (could be starting now due...
Mar 18, 2026
T
I don't know much about Russia NK Iran，but Chinese military electronics is 100% self-sufficient. Unless you have some teardown photos of...
Mar 18, 2026
K
Agreed on Cerebras and Amazon. Cerebras really gets a win if Google and Azure feel they need to follow suit.
As for clients... I'm...
Mar 18, 2026
I suppose during the last 2-3 years, with the ever expanding drone war and expanding "kill zones", Palantir has been using the Ukraine...
Mar 18, 2026
Xebec reacted to Fred Chen's post in the thread Samsung and SK hynix are scaling back their DRAM expansion plans: Is there concern about potential overcapacity? with
Like.
Samsung is also considering HBM "relief" like Groq and HBF.
user nl replied to the thread Defence electronics more important than videocard chips.