filloooo

5 ms·

1.
by filloooo 8mo ago
DRAM rarely break, yes, I have bought cottage industry recycled DDR3 with no problem whatsoever. The problem, however, is IO controller support has been dropped, many new CPUs don't even support DDR4 any more, especially mobile ones.
2.
by filloooo 8mo ago
I don't think so, Lutnick just made sure the US wouldn't need to import DRAM with his newest threats.
3.
by filloooo 8mo ago
Sure, if they've got production grade EUV, but right now they don't even have production grade DUV. I'm also sure they can go as far as 5nm like SMIC if they really wanted to, since it's strategic for China, but the cost
4.
by filloooo 8mo ago
Not 10nm, they are producing with 18.5nm and 17nm now, which technically already is in breach of US restrictions, the US government can blacklist them if they feel like it. 3D DRAM is no magic, it will only give them maybe 2 generations&#x2
5.
by filloooo 8mo ago
Their scale is simply too small to affect the market outside China, majority of their chips will be eaten up by HBM3 production with yet unknown yield rate. They are forbidden to buy foreign equipment beyond their current process node, whic
6.
by filloooo 8mo ago
Russia has always been selling it's oil and gas at a discount, that's why it had so much clout in the EU and CIS, nothing new, it's literally its geopolitical strategy since the Soviet Union. All these talk of cutting off Rus
7.
by filloooo 8mo ago
Your geopolitical views are so naive it's hard to take seriously. EU is now an unwilling dumping ground for China, hostility and paranoia are growing by the day now that China is no longer a lucrative market itself and is pursuing its
8.
by filloooo 8mo ago
The problem is that the EU and China are both looking for export markets to fund their economic growth, unless EU blows up it's welfare system and prints money like the US, the two are competitors. But doing that would undermine Euro&#
9.
by filloooo 9mo ago
I think people are ignoring the reciprocity in the global trading system. People and news articles always talk about goods trade deficits for rich countries, but never their almost universal services trade surpluses, and the profit margins
10.
by filloooo 9mo ago
I think he suffers from a kind of protagonist's dilemma. His words are literally taken as Bible by a huge part of the global audience, that he is compelled to keep the earth hopeful.
11.
by filloooo 9mo ago
I think FUD is working on Meta coming from their archrival Bytedance. Bytedance recently launched a similar product in China and caused quite a stir, local phone brands are jostling for partnerships, the AI agent phone. Meta probably don&#x
12.
by filloooo 9mo ago
Because we are at a historic moment where governments are propping up fiat money using whatever they could. All these crazy valuations is just a manifestation.
13.
by filloooo 9mo ago
A 2% change, more likely this has something to do with the global rush for US tech stocks. Some countries like South Korea are crazy on US stock trades. Dollars' depreciation probably helped a bit too.
14.
by filloooo 9mo ago
Handing out sanctions without at least a plausible legal cover, sounds like a recipe for disaster that would come back to bite. I wonder what could be used here, non-compete? IP infringement? Or doing it "for all mankind"? As for
15.
by filloooo 10mo ago
Memory chips have always been a very cyclical business, that's why their stock prices remain relatively low despite a windfall happening.
16.
by filloooo 10mo ago
Yeah, that's the spot market price, small sellers are more nimble, big platform sellers however probably feel the need to price in supply risks. Shouldn't be recycled chips too, as those were always older gens. I bought one ddr3 d
17.
by filloooo 10mo ago
Democratic governments are weak on deficit spending, especially poor ones, the debt from their tiny stretch of high speed rail almost became a scandal.
18.
by filloooo 10mo ago
This is retaliation for China recently phasing out European gears, which should be expected after Europe already banned Chinese gears in effect. China for years has been allocating a share of the market to European gears, considering their
19.
by filloooo 10mo ago
This JV obssession is weird, China basically admitted that they can never compete on ICE cars and bet on EVs instead, either this JV model doesn't actually work or what was transferred do not have much value. Now people claim they stol
20.
by filloooo 11mo ago
It's like any e-commerce platform where the platform cares only about maximising revenue and minimising costs. Pitting restaurants against each other on who can cut corners the best. You often get worse meals at higher prices. This bus
21.
by filloooo 11mo ago
Hope you would be as excited when other countries start to follow the lead.
22.
by filloooo 11mo ago
People like to play the victims, nobody else wanted to buy these unattractive companies back then, but once these companies are turned around or eventually fail, suddenly they are of national importance, we were ripped off. The Google Faceb
23.
by filloooo 11mo ago
The west can't seem to build and operate new reactors cheaply. France's nuclear electricity isn't even that cheap and they were all built decades ago.
24.
by filloooo 11mo ago
Dirt cheap US natural gas is running out in a decade or so, the dirt cheap "clean energy" produced from it needs a substitute.
25.
by filloooo 11mo ago
Because they are a JP company, over there they have no way of cheaply producing the electricity needed, already relying on natural gas imports, hydrogen needs only a few more steps on top of it to make.
26.
by filloooo 11mo ago
LFP is heavy, while it's a good enough solution for low altitude areas, NMC still dominates high altitude countries like EU ones, even CATL produces quite a lot NMC batteries for high end models in bith China and EU.
27.
by filloooo 11mo ago
All of these need human intervention as failsafe, you just don't see them sitting in the car. A good example is those Chinese unmanned delivery vans, that's real world results of current AI driving.
28.
by filloooo 11mo ago
From a capitalism POV, they were absolutely right in this decision, be it wisdom or stupidity, they are making more money than ever. Almost all of the EVs are losing big money, bilions. Even from a moral highground, the world is in no short
29.
by filloooo 11mo ago
I love how they make simple things complicated, it's just 5G man, much like how they made a cinematic video about how they solder and put together battery packs like some technology breakthrough.
30.
by filloooo 1y ago
Their decade-old NMC li-ion UPSs were placed 60cm away from the server racks.

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