It’s by choice. Samsung did announce recently that they are going back to consumer ram production instead of trying to compete for low margin big contracts on current gen hbm. At half of current prices, ddr5 is more profitable than HBM even for hynix (leader).
IMO, the pricing is an extortion scam rather than a real shortage. People are falling for it because of AI hype narrative. Best to wait it out.
Not on Alibaba today. Even if they need to bin many at slower speed, it could help with memory market. Needs actual production instead of press releases.
being too vocal could make things worse for us without making things better for Venezuela.
It betrays that our values are the complete submission to US empire. Arresting Huawei VP, supporting war on Russia, copying US tariffs on China, Defense pact with Philippines, Agreeing Mexican cartels are state sponsored terrorists, has not resulted in our lack of integrity being rewarded. We’re just a corrupt shithole sycophantic colony that dares pretend to be freer and more democratic than those who resist our master’s evil. No Canadian leader at any level has spoken against the murder spree or the massing Armada.
While there may be American oligarchs with influence who think a war on Canada seems like a bad idea, the shared zero integrity among cowards in the world means no one will say a peep if US extorts/aggresses Canada harder. After all, if we have no morals other than cowardice and evil, should we expect any defense, or strongly worded admonishments, from others, including allies, when we are abused?
No matter how appealing cowardice is, it is never rewarded, and you deservedly should feel like shit for it.
China has made massive breakthroughs. In chips, SMIC/Huawei are advancing impressively in terms of products, but it is unclear how good yields/costs are, even if they are shipping commercial products.
Still, this PR does give hints that this is Garage hacked EUV with cannibalized parts they cannot make yet, and 4 year time scale is far out enough. There was PR of EUV breakthrough this spring too, and don’t recall if this claim is additional advancement over that.
they’ll just blow their chip fabs
The US has said they will blow them up “for them”. TSMC is supportive of US puppetted militarist fascism in Taiwan, but has backfired a bit from Trump. Tarriffs on Taiwan, and more restrictions on Chinese operations. TSMC definitely wants to avoid war even if it likes politicians that hype up weapons gifts, but also independently subsidizes it.
War is going to depend on US dictated decoupling, that black market can’t get around. The fascists will have a hard time trusting US backing for the island, as Trump has been softer on China than Taiwan so far this year.
Canadian independence only exists with an openness to do business with other nations than our US slave masters who’ve declared war on us. BS that only hatred towards China is acceptable politics is treason and diminishment of Canadians and their prosperity.
The foreign interference hysteria propaganda needs to stop. We need anti-humanist, and Canadian diminishment, restrictions on speech/policies/bribes among our politicians. Treating openness to Chinese cooperation as if China has already declared war on us is just a tool for CIA stooges to make Canada to have as its only choice/option more US subservience.
Victims of Communism organization is a nazi/CIA group who exists to justify war. Canadian establishment that gives standing ovations to Ukrainian nazis is very supportive, but this is a small victory for rationality even if Zionist hate groups were involved in blocking it.
whatever price problem there is with some kinds of parts, it will be the same whether they’re sold as lose parts or as part of a device.
didn’t actually read the article, but the Micron/Crucial announcement was about leaving the DIY direct market, as opposed to not keeping supply deals with OEMs. Though new contracts with them will be higher.
it becomes too big to fail because 80% of the workforce is tied up in it
In 2008, banking sector and auto industry needed bailouts for the investor/financial class. Certainly, there was no need to layoff core banking employees, if government support was the last resort to keep the doors open AND gain controlling stake over future banking profitablity in a hopefully sustainable (low risk in addition to low climate/global destruction) fashion. The auto bailout did have harsher terms than the banking bailout, and recessions definitely harm the sector, but the bailouts were definitely focused on the executives/shareholders who have access to political friendships that result in gifts instead of truly needed lifelines, or wider redistribution of benefits from sustainable business.
The point, is that workforce is a “talking point” with no actual relevance in bailouts/too big to fail. That entire stock market wealth is concentrated in the sector, and that we have to all give them the rest of our money (and militarist backed surveillance freedom) or “China will win” at the only sector we pretend to have a competitive chance in, is why our establishment needs another “too big to fail moment”. We’ve started QE ahead of the crash this time.
Work force is relatively small in AI sector. Big construction, but relatively low operations employment. It displaces other hiring too.
The question is whether government/people should get $60/barrel revenue before expenses, maybe $40/barrel after expenses, or $10/barrel but pump 5-10x as much, bribed to be loyal to US. Long term, obviously no corruption and high revenue/profit per barrel has its advantages. It’s not as though Exxon/Chevron can’t get access to Venezuela oil with fair deals, it’s that pretending corrupt puppets are the legitimate leaders provides extortion oil costs.
When you understand the hoops the US government is willing to jump through to get cheap foreign oil, you should understand that similar policies are used to deprive Americans of their fair share of resource revenue.
It’s genuinely bad, even if entire universe isn’t affected. Shows sloppiness. Headline is too kind for implying this could be “some kind of design upgrade”, instead of FUBAR.
I don’t believe this, because it is too stupid. 2026 demand forecasts for HBM I don’t believe will materialize, as customers can’t pay those crazy RAM prices either, OpenAI can’t pay for all of their promises, demand isn’t high enough for the planned data centers, and power and labour constraints.
I don’t believe it because Micron is a brand that has value premium to it. Even if they just keep charging extortionist prices while HBM demand fantasy remains propagandized, there will eventually be worthwhile consumer demand for RAM, right? Killing the division and firing everyone in it, is Micron saying “making too much money from HBM must forever put all eggs in HBM basket”
For sure, only pure evil motives. Establishment needs to destroy Canada to pillage it. Wrap it up in war on China and Russia. Deliver Canadian slaves to Israel and US oligarchy.
You want 2-3 phones instead of a folding phone. Light pocketable phone for actual mobile purposes. Can get a data only esim phone with voip to supplement voice/text phone, and have independent enabled data. independent charging. Backup when broken/lost phone. I suggest:
1-2 lightweight phones for mobility.
1 large possibly rugged phone for video or rugged adventures. Can be steam deck on a stand that is better setup as a dashboard. email + web tickers/discord. samsung and other phones also have a “desktop multiwindow mode”
3rd phones, can help with having 2 separate phones act as bluetooth keyboard and trackpad. Keep banking/secret stuff seperate/more secure during travel. Keep one in a locked tilt/swivel stand near bed most of the time. mod to alternate os.
2 or 3 phones is much more storage/ram and audio quality than including a tablet, with better portability options in both packing and daily use. It’s also much less $, and can leapfrog upgrades.
It’s not just treason to recommend submarines for US force amplification, its treason to recommend expensive boondoggle nuclear subs.
Canada is too far away to have any concerns, but you probably meant that we have a need to believe all US initiated propaganda on Russia, and we have a need to diminish it with submarines. Doing so will have massive rewards trickle down to us.
So concerned that we bribed foreign terrorists to blow shit up in Xinjiang, forcing China to spend on education and job programs there.
Very good vehicle. I’m not sure if Ford also killed the E-Transit, but giant city vans are great EVs, and Brightdrop was better than Transit. Hyundai just released a smaler van that seems better, but is smaller.