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B
Abstract:
Stacked dynamic random access memory (DRAM) technology has garnered considerable attention as a means to continue the...
Yesterday at 8:07 AM
M
Gelsinger and Swan didnt agree on much.... But they both agreed on getting rid of memory and stopping work with Micron. Billlions were...
Yesterday at 7:23 AM
This whole situation traces back to Intel’s misstep. Guess who approved the sale of its NAND business? Bob Swan. And where is he now...
Yesterday at 7:22 AM
M
I dont expect or hope for a inflection point. anything that dramatic would be dangerous.
Bits are growing at 20%+ per year now. expect...
Yesterday at 7:19 AM
F
Yes indeed that has been the case. SK Hynix recently said they are planning on doing the opposite in the short term while DRAM margins...
Yesterday at 6:20 AM
A
Yes indeed that has been the case. SK Hynix recently said they are planning on doing the opposite in the short term while DRAM margins...
Yesterday at 6:19 AM
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
Like.
Abstract: Stacked dynamic random access memory (DRAM) technology has garnered considerable attention as a means to continue the...
This whole situation traces back to Intel’s misstep. Guess who approved the sale of its NAND business? Bob Swan. And where is he now...
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
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...