Viewing profile — filloooo

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'…

I don't think so, Lutnick just made sure the US wouldn't need to import DRAM with his newest threats.

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, sinc…

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…

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 b…

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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 So…

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 n…

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…

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…

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 hopefu…

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 jostlin…

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.

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 proba…

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 in…

Memory chips have always been a very cyclical business, that's why their stock prices remain relatively low despite a windfall happening.

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…

Democratic governments are weak on deficit spending, especially poor ones, the debt from their tiny stretch of high speed rail almost became a scandal.

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…

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 transfe…

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 bes…

Hope you would be as excited when other countries start to follow the lead.

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 …