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erek's latest activity
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erek reacted to zehoo's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with
Like.
I wonder if this will start Apple on a journey of making their own memory in 8-10 years so they can give the finger to the micron/hynix/samsung extortion racket. I could see that happening if Steve was still around. It would probably be a better... -
erek replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.“CXMT Says No Thank You to Apple’s Demand For A Price Cut, as Huawei And Xiaomi Hand It Rare Leverage – Report Chinese memory manufacturer CXMT has refused Apple's demand for a price cut in negotiations, says a report from the Korean press...
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erek reacted to Marees's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
RAMageddon Continues Another Year as 2027 Memory Capacity Is Reportedly Sold Out 2028 isn't looking that much better, either. According to a report from Digitimes and spotted by TweakTown, all DRAM and HBM capacity has been sold through for...
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erek replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.“TSMC Sits on $1 Billion of Apple Chips as It Waits for DRAM by AleksandarK Today, 05:14 Discuss (5 Comments) TSMC reportedly has a large stockpile of Apple chips as the company waits for DRAM delivery from Apple's suppliers to integrate into a...
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erek replied to the thread GPU prices — is the worst behind us ?.“NVIDIA turns RTX 50 MSRP pricing into a QuakeCon attraction GeForce 50 NVIDIA offers QuakeCon visitors the rare chance to buy RTX 50 cards at MSRP © NVIDIA NVIDIA has found a ‘generous’ new way to attract visitors to its QuakeCon booth. The...
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erek replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.excited?
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erek replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.“Based on the current fivefold increase in contract prices, this is not enough to bring memory prices back to their previous level even in 5 years. A 62% decline from the current DRAM contract price index of 560% would still result in a price...
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erek replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.probably gonna get worse https://youtu.be/4cia_v4vxfE?is=1L-8wJiEJ4cuPc8M
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erek replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.“Apple Scrambles for DRAM, CXMT Reportedly Rejects Negotiations by AleksandarK Today, 12:58 Discuss (15 Comments) Apple is one of the largest supply chain operators in the world, maintaining a vast network of suppliers and manufacturing capacity...
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a fool and his money are soon parted
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erek replied to the thread Jensen Huang Signed Nvidia RTX 6000.did it?
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erek replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.“NEO Semiconductor Launches NEO.AI Memory Platform NEO Semiconductor, a leading innovator in advanced AI and memory technologies, today announced the launch of NEO.AI, its next-generation AI memory platform designed to solve the two most...
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erek reacted to tunatime's post in the thread EA May Go Private in $50 Billion Buyout By Multinational Investors with Like.
Who cares ea hasn't made a good game in 10+ years. It's fitting to see the company that murdered every studio it bought like a cancer get consumed by the same way.
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erek replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.“China's CXMT targets 30% DRAM memory market share by 2030 with sixth mega-fab — future plans bottlenecked by access to advanced chipmaking tools The time is right for CXMT to expand. Following its massive $8.6 billion initial public offering...
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erek replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.“Samsung reveals zHBM: future RAM is stacked above AI accelerator, boasts 8x performance of HBM5 and 3x energy efficiency At the Future of Memory and Storage conference, Samsung has been showing off next-gen 3D memory architectures including zHBM...
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erek replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.“Research indicates the need for DRAM is outstripping supply Counterpoint Research recently shared that the demand for DRAM for AI purposes has resulted in a change at the top of manufacturer supply tables in Q2 2026. The company heading the...
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erek replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.“CXMT Becomes World’s Fastest-Growing DRAM Maker as Revenue Explodes 716% – China’s Memory Champion Charges at the Big Three Club Chinese memory manufacturer CXMT was the fastest-growing memory company in the world in the second quarter...
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erek replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.“Samsung Continues DRAM Market Share Lead, Micron Is Catching Up, Notes Report by AleksandarK Today, 06:39 Discuss (0 Comments) According to Counterpoint Research's Global Memory Tracker update for the second quarter of 2026, memory manufacturers...
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erek replied to the thread EA May Go Private in $50 Billion Buyout By Multinational Investors.did you see what happened with LIV Golf? they seem to destroy a lot of good things all for maximizing profits
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erek reacted to vegeta535's post in the thread EA May Go Private in $50 Billion Buyout By Multinational Investors with Like.
I mean it really can't get any worse then what EA is now. I don't even know when the last time I brought or even played a EA game.