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B
The link you provides has good current information. The three volume DRAM players plus CXMT. Nanya also is mentioned.
One thing that...
Tuesday at 6:58 AM
The pricing mechanism is actually working as traditional, non-AI demand is getting destroyed rapidly
This distortion is caused by the...
Tuesday at 6:08 AM
I found it interesting that CXMT and Yangtze Memory won't be "riding to the rescue" because of trade restrictions. Samsung and Hynix...
Tuesday at 6:08 AM
A know a number of people who run free time businesses buying white label SSD/DIMM, and reselling it on Tiktak, Amazon in US under 1 day...
Tuesday at 6:08 AM
C
Was hoping for some architectural innovation at the hardware level, but this seems like an Ouroboros.
Tuesday at 6:01 AM
S
Shouldn't the OS be doing this?
Tuesday at 5:11 AM
B
I was told that AI gears cannot be easily re-targeted/re-purposed for non-AI/HPC applications.
Tuesday at 5:08 AM
P
A know a number of people who run free time businesses buying white label SSD/DIMM, and reselling it on Tiktak, Amazon in US under 1 day...
Tuesday at 3:52 AM
B
I found it interesting that CXMT and Yangtze Memory won't be "riding to the rescue" because of trade restrictions. Samsung and Hynix...
Tuesday at 3:43 AM
Y
It’s the word guessing that makes LLMs useful. Let’s say you’re writing code: you give it enough context, and it can guess the code you...
Tuesday at 3:21 AM
I
From Raichu, posted Friday at 2:52pm. I cannot confirm or deny the numbers he posted... ;-)
Tuesday at 3:00 AM
P
No automatic photoshop filters on your smartphone camera app. The "auto-Photoshop" effect that makes smartphone camera photos look...
Tuesday at 2:27 AM
P
People who write physics simulation software have long solved most of such memory, cache, dynamic range, useless computation elimination...
Tuesday at 2:24 AM
P
My brief delve into technical details of "AIs" showed just how amazingly computationally inefficient they are.
No signs of anyone with...
Tuesday at 1:52 AM
S
and bloomberg .... I would trust Hollywood Life over Bloomberg.
Tuesday at 1:36 AM