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A
So that seems to be the core of the problem (or their intent). They are stepping off the gas for regular consumer DRAM, in order to...
Yesterday at 6:14 AM
F
So that seems to be the core of the problem (or their intent). They are stepping off the gas for regular consumer DRAM, in order to...
Yesterday at 6:12 AM
A
As long as HBM is in short supply, memory makers can easily step off the gas with respect to regular DRAM supply by converting capacity...
Yesterday at 6:10 AM
F
Abstract:
Stacked dynamic random access memory (DRAM) technology has garnered considerable attention as a means to continue the...
Yesterday at 6:06 AM
Source...
Yesterday at 4:01 AM
K
Everyone is talking about AI GPUs.
Far fewer are asking what happens to the power infrastructure behind them.
Nvidia's push toward...
Yesterday at 3:06 AM
One point I think is still underestimated is that HBM supply is constrained by much more than DRAM wafer capacity. Even if memory makers...
Yesterday at 2:46 AM
B
CXMT is probably burning a lot of wafers to build HBM, which they have a lot to catch up.
YMTC maybe of help because their tech. is...
Yesterday at 2:44 AM
B
That is quite some cutting!!!
Yesterday at 2:40 AM
@Ole Hoejlund
I do reports and presentations on this all the time. Some comments I typically make: (call me to discuss)
1) No one...
Yesterday at 2:38 AM
The acquisition is set to bolster Onsemi's footprint in physical AI and edge computing, expanding its total addressable market by $30...
Yesterday at 12:50 AM
F
We also shouldn’t underestimate the potential acceleration they could get from the significant capital available now. In previous years...
Yesterday at 12:22 AM
J
Its brutal
Reportedly thy are cutting even positions that would be building infrastructure, which is interesting in my opinion...
Yesterday at 12:01 AM
T
We also shouldn’t underestimate the potential acceleration they could get from the significant capital available now. In previous years...
Thursday at 11:52 PM
It is on TSMC N3. One of the greatest process nodes ever, absolutely.
Thursday at 11:35 PM
Daniel Nenni reacted to hist78's post in the thread MediaTek Set to Raise Chip Prices 10–20% as Supply Costs Mount; Company Wins Google TPU v9 Orders on the Back of SerDes Advantage with
Like.
Source...
AVAQ Semiconductor replied to the thread DRAM/HBM supply-demand balance.One point I think is still underestimated is that HBM supply is constrained by much more than DRAM wafer capacity. Even if memory makers...