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Chinese chipmaker shares surge 470%

bbc.com

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Re: Chinese chipmaker shares surge 470%

#21

Post by raizer88 »

shevy-java wrote: post #13

The more interesting question is: why does the rest of the world not increase their production prowess? I am aware of most of the reasons, but I am getting tired of the "China is better than the rest of the world". It is more that China did a lot of things that the others either failed to do or no longer wanted to do. Case in point is Germany: from "our cars are best" to "hey, chinese cars are now better" (or, cheape…

Because the capitalist west doesn't have strategic view, beside maybe on the defense sector. Everything else must produce profits next quarter not in the next 3 years.

Re: Chinese chipmaker shares surge 470%

#25

Post by brabel »

shevy-java wrote: post #13

The more interesting question is: why does the rest of the world not increase their production prowess? I am aware of most of the reasons, but I am getting tired of the "China is better than the rest of the world". It is more that China did a lot of things that the others either failed to do or no longer wanted to do. Case in point is Germany: from "our cars are best" to "hey, chinese cars are now better" (or, cheape…

50 years ago you could ask the same question about Europe, the USA and Japan: why are they so much more productive than everyone else?

So others did spend energy on becoming better and now you see a different picture when you look at the world.

Re: Chinese chipmaker shares surge 470%

#27

Post by xyzsparetimexyz »

fooker wrote: post #9

Prediction - we are going to figure out SOTA AI performance without requiring 1TB of memory within a year or so. Of course CXMT, Micron, and family will still be profitable, but maybe not 'surge 470% from IPO' profitable.

How would we do that? There's no historic precedent for that. Its fundamentally an information theory thing: what's the max amount of intelligence you can get out of 1 KB/MB/GB? There has to be a limit and I'm not convinced that it's far off.

Re: Chinese chipmaker shares surge 470%

#28

Post by feverzsj »

grumbelbart2 wrote: post #23
feverzsj wrote: post #11

Earlier quoted context omitted.

The price is similar, as they all rely on same upstream suppliers. The quality is kinda meh.

They don't have access to EUV machines from ASML though.

EUV is only required for highend ram like HBM3E, HBM4.

Re: Chinese chipmaker shares surge 470%

#30

Post by Schlagbohrer »

rokkamokka wrote: post #5
_trampeltier wrote: post #3

Earlier quoted context omitted.

Tesla is kind the same. Everybody bought it, because it went up so much, less because of the product. I guess every AI would do the same.

I wonder what the effects of TSLA dropping to reasonable levels (a drop of about 90%) would look like.

Morgan Stanley said that SpaceX's space activities are only worth $8 per share...
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