3 ms·
Distribution is already mostly in place. The existing channels have run dry so they can be filled with the new supply. Building things happens a bit quicker in
by spockz 2mo ago
Distribution is already mostly in place. The existing channels have run dry so they can be filled with the new supply.
Building things happens a bit quicker in PRC compared to the US. If they see it as a way to undercut the US/Taiwan hegemony on the chip markets, it might even just fun to do it.
- SanDiegoSun 2mo agoHBM3E is something China can’t do yet. And their DDR5 17nm node process just cleared high yield rates 2 days ago. It will be interesting to see what happens here.