Recent content by MickeyBailey

He is the ultimate stock market leech. Solar City?

Amazes me people still defend this POS. He should have been brought up on charges for misleading investors 2+ years ago.

Ay, but Titan V owners also had the benefit of using the card for the past 9 months. $3K for a card known to have performance capped due to heat issues, I can't imagine anyone that's using the Titan V for games hasn't spent the cash to liquid cool it.

bump

Curious about the pricing, cost will 2-3x higher than current products which would still bring it well under Optane drive pricing right now but (a) 3DXP Gen 2 should put a nice dent in that next year and (b) there were no IOPS numbers in the referenced article.

We're still waiting for any of the supposed carbon-tube super-products to release, are we not? Been hearing about that and graphene for over a decade and what do we have to show for it? Or they can sprinkle some "nanoparticles" into their otherwise standard design and continue shrining.

Demand growth has far exceeded supply growth due to AI, AV, cloud infrastructure spending, increased memory content in mobile devices, IoT, etc. With only three companies manufacturing almost 95% of DRAM now there's no more undisciplined capex spending to try to take market share which results...

Any reduction in capacity increases prices and these chips aren't "limited edition" collectibles so that's a bad thing.

happy September

Depends on whether or not they sell at those prices. I'm guessing they'll sell out initially at those prices and perhaps the retailers know something about a low initial supply? If the cards sell, the price isn't ridiculous, and we've seen that consumers are indeed willing to shell out what...

For those 3DXP bashers out there... https://blog.selectel.com/intel-optane-ssd-scientific-applications/ Emphasis mine.

>Assembly and test operations i.e. PACKAGING. They do not fab or perform R&D in mainland China.

Bumpity bump

There is not a big market for Optane right now so I’m not surprised no new products are releasing. They need gen 2 to roll out with increased density before the chips are remotely profitable.

Who considers Taiwan China? Taiwan certainly doesn’t and there are criminal cases pending there regarding the UMC bs. Taiwan is not hostile like China.