And you can’t make this up, he was literally in a tent that had the words “Prove me wrong” written in big letters

I know for a fact that Dell is coming out with a server appliance to do this. I mean you can make one yourself right now, but once the OEM’s start pumping them out it’s going to be interesting

The problem is they don’t have the capacity, even if they switched everything to producing their new 16gb DIMM’s (which also isn’t possible) they account for such a small portion of the market that saying they are going to flood anything is incorrect. It wouldn’t even move the needle.

This is from a friend who is deeply involved in the RAM business, he splits his time between SF and China.

The facts are 80% correct but the conclusion is 100% wrong

CXMT is ~8% WW market share for DDR5. They DONT have 64Gb or even 32Gb. They just now have 16 and 24Gb. Sampling 8000 but majority of volumes are 5600 Mbps.

Their fab in Anhui is about 85% occupied so they really can’t grow that much more.

So saying they’re going to flood the market is wrong.

Bit demand is crazy right now. Something like 30% YoY demand growth for only 10% supply growth.

Something even if CXMT expands to all 100% and goes from 16Gb mainstream to 32Gb mainstream you’re barely looking at filling the gap

Nano gang

Quality poast

Hannah Montana Linux

Well what are their names?

Maybe the dinosaurs had a kick ass railway network

See this is what I’m talking about with the bad posting

Vaguely tankie like

Edit: after seeing how bad you are at posting and the context of your other posts, you are in fact a tankie

CARL WHERE IS MONGO, CARL?!?

Hannah Montana Linux