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Chinese chipmaker shares surge 470%

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Re: Chinese chipmaker shares surge 470%

#151

Post by t-3 »

HelloMcFly wrote: post #115
CamelCaseName wrote: post #41

Earlier quoted context omitted.

Your example contradicts you. 2K, 4K, and 8K+ TVs have been around forever, and although 4K has become the norm, it's widely accepted that there isn't much benefit for most people above 1080p

> it's widely accepted that there isn't much benefit for most people above 1080p Is it? By whom? For larger TVs, closer distance, or a combination of the two, there absolutely is value from 4k. https://i.rtings.com/images/optimal-viewing-distance-televis... Though I'm unlikely to ever upgrade from 1440p on my computer, personally.

Talking about resolution is pointless without mentioning screen size and display tech. PPI is better, but doesn't always work well comparing between technologies.

Re: Chinese chipmaker shares surge 470%

#153

Post by VulgarExigency »

expedition32 wrote: post #143
VulgarExigency wrote: post #88

Earlier quoted context omitted.

It's not a failure, that's just how capitalism works.

You're supposed to redistribute the money to the poor. That's what FDR did and was later copied by European socialists.

That sounds like government intervention to me.

Re: Chinese chipmaker shares surge 470%

#154

Post by amluto »

Tade0 wrote: post #61
eckelhesten wrote: post #46

Earlier quoted context omitted.

They sell the shovels, we need someone actually digging for gold.

Shovels have always been the better out of the two investments. There were rumours about China grabbing hold of one of ASML's machines, but with no additional information on this it's safe to assume they're still hammering out 7nm chips using DUV at piss poor yields.

I see no reason to think that CXMT’s yields are poor. Or, for that matter, that Huawei’s yields are a problem.

Re: Chinese chipmaker shares surge 470%

#155

Post by amluto »

tigershark wrote: post #135
jonkoops wrote: post #112

Earlier quoted context omitted.

ASML doesn't make chips.

Nobody makes state of the art chips without ASML

If you believe Huawei’s marketing, they are doing quite well on their Ascend series with DUV.

CXMT is making truly impressive inroads on what is currently a very Large addressable market using DUV.

Re: Chinese chipmaker shares surge 470%

#156

Post by xboxnolifes »

bawana wrote: post #79
pingou wrote: post #39

Earlier quoted context omitted.

Why does the US stock market keep having record years while the population doesn't seem to benefit, whereas the opposite is happening in China? Isn't that a failure of US capitalism?

The population in china is falling off a cliff....low birth rates, collapsing property prices (the main vehicle for personal investment), slowing ecconomy.

China's population has dropped a few million over the last 5 years, but over the last 20 years they have still gained 100 million people.

Re: Chinese chipmaker shares surge 470%

#157

Post by xboxnolifes »

expedition32 wrote: post #143
VulgarExigency wrote: post #88

Earlier quoted context omitted.

It's not a failure, that's just how capitalism works.

You're supposed to redistribute the money to the poor. That's what FDR did and was later copied by European socialists.

If the poor were worth having money, the market would distribute money to them (Obligatory /s specifically for the HN audience).

Re: Chinese chipmaker shares surge 470%

#158

Post by xyzsparetimexyz »

fooker wrote: post #134
xyzsparetimexyz wrote: post #27

Earlier quoted context omitted.

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.

I'm claiming that the max amount of intelligence you get out of a 100GB model is unlikely to be that much lower than what you can get out of a 1TB model.

That depends on whether you can separate intelligence from memorization. I think we can agree that theres more than 1 TB of memorizable information in the world, even when highly compressed.

Re: Chinese chipmaker shares surge 470%

#159

Post by amluto »

blitzar wrote: post #22

If the golden stick of memory sitting on Trumps desk has its intended effect - and the US allow Apple to buy memory from CXMT then another 500% surge might happen.

The reverse might be worse for the US in the long run.

Right now, the US leads China in compute-heavy R&D because the US has access to more compute, and that compute has two components that China has limited ability to produce domestically: the GPUs themselves and the DRAM. A decent fraction of the balance of the plant is already produced in China.

If the US refuses to buy Chinese tech, then we may find ourselves paying more for compute than Chinese labs (DRAM first, but Huawei really really wants to catch up with the combined forces of TSMC, Nvidia and AMD) and falling behind on access to compute at acceptable prices.

If I were setting US policy, I would be trying to get the US-friendly companies to increase production and trying to encourage domestic production so that the US-friendly world can stay ahead. Getting held back by a DRAM cartel that wants to juice profits at the expense of output is not good for the US.

Re: Chinese chipmaker shares surge 470%

#160

Post by empath75 »

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.

You can get _better_ that SOTA AI performance by burning the weights directly to silicon, the problem is you're locked into that model
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