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zerogg's latest activity
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Zzerogg reacted to Mackintire's post in the thread Chinese Chip Giant’s Stock Soars 470% in Start of Trading, Amid A.I. Race with
Like.
The quality of their chips is lower than everyone else's, but as long as they can meet JEDEC spec, it's completely reasonable that someone is going to purchase them. -
Zzerogg reacted to Sycraft's post in the thread Chinese Chip Giant’s Stock Soars 470% in Start of Trading, Amid A.I. Race with Like.
They may fuck themselves in the long run with this. If China scales up memory and starts to capture the consumer market while they are all cashing in, it could well be that after the bubble bursts they are able to displace a decent chunk of their...
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Zzerogg reacted to Prince Valiant's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
Distrust of these scumbags is neither delusional nor irrational but close enough ;).
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Zzerogg reacted to Mega6's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
Loading up on ddr5 and zen4/5 when it was cheap will go a long way. Now everyone is stuck with what they have. Just wish I would have bought another 4GB SSD or two.
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Zzerogg reacted to Worlocked's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
Boy am I glad i grabbed a 64gb DDR5 kit when it was "cheap".
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Zzerogg reacted to zehoo's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
Micron urges White House to reject Apple's blacklist memory plan
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Zzerogg reacted to Mega6's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
Micron - pro tip- try Texas or NC.
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Zzerogg reacted to 1.1.2.3.5...'s post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
No, but at the same time the big 3 haven't increased supply, which supply demand dictates despite price increases. https://www.trendforce.com/presscenter/news/20260601-13070.html...
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Zzerogg reacted to Mega6's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
CXMT to the rescue - LoL
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Zzerogg reacted to Nobu's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
Yep, they have open order queues, where the others are bought up for months. So of course they are going to charge more, at least until they have a decent number of customers lined up. Hopefully for their (the customers') sake, they actually...
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Zzerogg reacted to erek's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
"CXMT Reportedly Outprices Samsung for DDR5 Server Memory Amid Surging Demand by Nomad76 Today, 16:46 Discuss (1 Comment) CXMT, the world's fourth-largest DRAM maker, is now reportedly charging more for its 64 GB DDR5 server RDIMM modules than...
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Zzerogg reacted to 1.1.2.3.5...'s post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
I don't know about you, but the a100 is nearing my price range and when the h200 drops to 4k-ish effing yes I will buy one!!! That is a LOT OF FP64 compute!!!!
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Zzerogg reacted to erek's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
“Chinese memory maker CXMT has reportedly seen its DRAM capacity booked through 2027 As PC OEMs and hardware companies look to Chinese memory manufacturer CXMT to secure supply, this alternate source is also reaching its capacity.“...
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Zzerogg reacted to zehoo's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
https://www.youtube.com/watch?v=lNO0ahopLU8
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Zzerogg reacted to El_Capitan's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
Watch, the U.S. will ban memory made in China...
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Zzerogg replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.https://x.com/dnystedt/status/2077209374603551075 Sounds like China is going full speed ahead on DRAM capacity
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Zzerogg reacted to erek's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
“MSI Motherboards Deliver DDR5-8000+ Support for CXMT-Based Memory on Intel Platform PRESS RELEASE by btarunr Yesterday, 23:46 Discuss (2 Comments) MSI today announced that its Intel 800-series motherboards are now fully optimized for DDR5 memory...
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Zzerogg reacted to erek's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
SK hynix May Add Just One-Sixth Of Its Planned New Memory Capacity By 2028, Handing Ammunition To The DRAM Price-Fixing Lawsuit...
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Zzerogg replied to the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled.https://www.techpowerup.com/350726/chinese-cxmt-to-match-microns-dram-manufacturing-capacity-this-year Chinese memory giant CXMT has been expanding its capacity so rapidly that the company is now able to compete with one of the largest memory...
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Zzerogg reacted to LukeTbk's post in the thread DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled with Like.
With CMXT DRAM revenue being way bigger than the big 3 combined in end of 2022, early 2023 combined: Plus a multi billion large IPO, they will have money to go for high quality DDR5-LPDDR5X (as the rest will start ddr6-lpddr6x), they are...