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Recent content by erek

  1. erek

    NVIDIA’s Vera Whitepaper Has a Thread Loose

    “A Good CPU Does Not Need a Bad Argument After 45 pages, my position on Vera is more positive than my position on the Vera whitepaper. Olympus looks like a serious core with a 10-wide fixed-length decoder, large private caches, value prediction, aggressive branch handling, graph-aware...
  2. erek

    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. Apple has widely been reported to be interested in...
  3. erek

    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 complete package. Using Integrated Fan-Out Package...
  4. erek

    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 company will...” Source: VideoCardz.com...
  5. erek

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    excited?
  6. erek

    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 that is double the "normal" level.2/2“...
  7. erek

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    probably gonna get worse https://youtu.be/4cia_v4vxfE?is=1L-8wJiEJ4cuPc8M
  8. erek

    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. However, even a company of its stature is...
  9. erek

    Jensen Huang Signed Nvidia RTX 6000

    did it?
  10. erek

    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 significant memory bottlenecks limiting future artificial...
  11. erek

    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 (IPO) in July, ChangXin Memory Technologies (CXMT)...
  12. erek

    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 and zNAND-O. TL;DR: Samsung showcased next-gen...
  13. erek

    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 list has gone on to attain a market share not seen...
  14. erek

    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, according to the latest data from Counterpoint Research...
  15. erek

    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 are adjusting their share of the global DRAM...
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