Miscellaneous News

supercat

supercat

Colonel
H

henrik

Captain
Registered Member
Thecore said:
Micron stock grew 1000% in a year. We are teetering around the psychological $1,000 price threshold. Hardcore artificial scarcity from Altman somehow scamming his way to lock up 40% of global ram supply about to unravel any second. (What Micron, and the 2 S.Korean firms make). Optimization algos and compute essentially fighting a war between each other everyday until on a long enough timeline, compute loses. Feels like a suicidal game of don't be the last bag standing to me, maybe delayed by some cheap tactic like a stock split to pump it up some more...

(edit: forgot to mention, Elon might actually screw things up for everyone with the IPO since "SPACE!" will be the new hot "sector" to divert to. The US markets have always been a bunch of lemmings following the blindfolded leader with very little diversity of thought or perspective.)
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China's ymct and cxmt are tripling their capacities by next year. It does not matter what samsung and sk hynix are doing.
 
Chevalier

Chevalier

Major
Registered Member
tokenanalyst said:
In China there would executions non stop for an entire month.

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This reminds me of how Christianity fully took hold in the late Roman Empire even after Constantine, only Christina Roman’s were allowed to be promoted in the civil service (similar to Israeli aligned Americans and their Indian sepoys only hiring their own), and during the periods where Roman religions and paganism wasn’t outlawed, Christian’s enjoyed access and privileges that resulted in their propagation. Here we see American senators who owe their position to Israeli aligned sponsors and donors, enacting laws to facilitate more of the same Israeli infiltration and grip over American politics.
 
I

iewgnem

Captain
Registered Member
henrik said:
China's ymct and cxmt are tripling their capacities by next year. It does not matter what samsung and sk hynix are doing.
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RAM is especially interesting because its an interchangable comodity, which means there is now a simutaneous incentive against capacity expansion for western RAM makers to maintain prices, and both incentive and revenue for Chinese RAM makers to massively expand production.

High prices dont benefit everyone equally, it helps those who prioritizes capacity much more through funding expansion over those who prioritizes stock prices which require scarcity. High RAM prices is literally killing the entire western RAM industry, its almost poetic.
 
TK3600

TK3600

Colonel
Registered Member
RAM is one of those thing that is 100% a bubble and will deflate very soon. China is competitive with the big 3 technologically, and only requires production expansion. By 2028 the Chinese production level will put a heavy pressure on the RAM price. There is no moat to protect RAM like CPU/GPU. Chinese RAM is already really good, I am talking DDR5 6000mhz speed, a very decent speed and its product are already available for purchase in western market. We just need time to scale up. The stupid memory stock price will collapse along with the RAM price. The fall will be glorious.
 
H

Hitomi

Junior Member
Registered Member
supersnoop said:
I'm very curious on where it went wrong technologically, or is it just a case where systems have grown exponentially more complex where they can no longer keep up at the current level of investment? If we look at something like AAM-4, this was the first AAM with AESA seeker, but at this point the capabilities are not on par with PL-15. They also developed their FCS-3 AEGIS-alike AESA based system, but it seems like it was not that capable...
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I would say it's a combination of the above and development atrophy. They deemed indigenous development too expensive and chose to let it rot so they can focus on specific technologies.

MIC related technologies need consistent investment to maintain capability as you can lose them if you do nothing for 6-8 years as the scientists, engineers and workers move on to other places or areas, because not all of them can be adapted for commercial use.

I would use the XF9-1 engine as an example, I highly doubt that Japan can recreate the tech demo again within a reasonable period of time as the last prototype was built more than 6 years ago IIRC. Of course I am not recommending the XF9-1 as it is ultimately a tech demo and not ready for use in a fighter but you get my point.
 
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