Danox

14 ms·

391.
by Danox 4mo ago
Memory pricing right is due to phantom demand from AI model/data center builders handing out future memory IOU'S has OpenAI accepted delivery? By the way OpenAI has postponed their IPO until next year 2027.
392.
by Danox 4mo ago
The solution for Apple is move design and engineering of memory to Apple Silicon design in house and team up with TSMC on shore fab in America.
393.
by Danox 4mo ago
You sound like IBM in the mainframe era...
394.
by Danox 4mo ago
Absolutely no point selling those now with the M5 or M6 coming up.
395.
by Danox 4mo ago
Not really usually they add more features and bump the price.
396.
by Danox 4mo ago
You didn't think it would be any other way? Smile...
397.
by Danox 4mo ago
They don't need to just design and engineer the memory and partner with TSMC in America somewhere why the Chinese are coming into the market.
398.
by Danox 4mo ago
Which they will put back into the business, this will be remembered as the time when the Chinese entered the worldwide memory market in a big way.
399.
by Danox 4mo ago
Buying opportunity.
400.
by Danox 4mo ago
The Mac Pro was a stopgap and they weren't going to work with Nvidia, Intel and AMD anymore good riddance in the long run.
401.
by Danox 4mo ago
OpenAI is a grift hardware wise.
402.
by Danox 4mo ago
Apple is perpetually doomed with the stock market Intel and IBM have more pull.
403.
by Danox 4mo ago
The latest Google Pixels are slower than a 12 Pro iPhone and barely ahead of a 11 Pro processor wise I think Apple is safe...
404.
by Danox 4mo ago
Sounds like hope...
405.
by Danox 4mo ago
Would Apple be in a better spot now if they given Sam Altman 80 billion dollars like Microsoft?
406.
by Danox 4mo ago
Like SOC'S? Something is probably coming Motorola, IBM, Intel, AMD, Nvidia, Samsung, Qualcomm (out in 2027-2028), and Broadcom said no then Apple did something and replaced them the Apple Silicon design group can certainly do memory wa
407.
by Danox 4mo ago
On third of the Memory Stooges is in the United States...
408.
by Danox 4mo ago
For most that hit the treadmill at 18 that may be true because the rat race starts then, live within your means save and invest start early or else or you will be left standing scratching your head later in life...
409.
by Danox 4mo ago
Three things live within your means save and invest.
410.
by Danox 4mo ago
If that tucker lived within his/her means saved and invested in some blue-chip stocks they could be doing well long since 2005...
411.
by Danox 4mo ago
They won't have choice the bad blood they are creating now won't buy them customers in the future there will be western companies and one country that will design around this AI fiasco.
412.
by Danox 4mo ago
Initially no but the Chinese will play long and take over much of the existing market worldwide and some companies that are capable will move design and engineering of memory in house and fab with a third party. With in house SOC's now
413.
by Danox 4mo ago
Enjoyed his writing/commentary on all things tech over the years...
414.
by Danox 4mo ago
A sad ending for one of great American companies...
415.
by Danox 4mo ago
IBM at one time had nearly everything in modern tech under their roof like Xerox and squandered it. There is no comeback for them. They were the second American chip company that said no to Steve Jobs when hinted about designing smaller bet
416.
by Danox 4mo ago
The Chinese won’t be sitting around? They will consider it a vital area. And they will keep the engines going sitting back and daydreaming will only leave you further behind… I don’t think government needs to get involved in the West, but s
417.
by Danox 4mo ago
$10 billion dollars, 3 to 4 years, that’s less time to build a new modem chip that works. that’s less time to build a new M series processor that works. Google, Microsoft, and Meta We’ll spend close to $500 billion in 2026, just on their AI
418.
by Danox 4mo ago
Apple can’t switch now, but they can take it in the house over the next 3 to 4 years to avoid this fiasco again. They have the right new CEO for the job. He’s a designer and engineer of chips, and since Apple didn’t waste money on the AI mo
419.
by Danox 4mo ago
One or two companies will come out of this, designing and engineering memory and partnering with someone else to do the fab of that memory no different than making processor chips in Arizona.
420.
by Danox 4mo ago
The market will take care of itself. The Chinese are going use this to ramp up and build more memory, and some companies out there will take it in-house, In short, they won’t be caught with their pants down again.

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