Lemonmango

@NoahTopper Claude the house clanker

bro why is my claude agent being so mean to its subagent 😭

@YujinnieHa My hate for the T1 management is reinforced yet again. It's never the players. Always the management, sometimes the coaches.

So there seems to be some internal drama with T1 right now with 2 articles from sportsseoul talking about it. Take it with a grain of salt b/c it could just be a couple of hit pieces. Article 1 basically talks about how questionable T1's sponsorship structure despite them having a profitable year for the first time ever - Nearly every sponsorship is handled through a US based agency that is reportedly linked to CEO Joe Marsh. - Even sponsorships secured directly by T1 employees were still processed through the agency, meaning the agency may have received commissions on deals it did not originally make. - The agency's contract was reportedly renewed after Joe Marsh's CEO term was extended. - Around 75% of T1's partnership team has left the organization, with dissatisfaction over the arrangement as one reason. - There was a case in a sponsorship deal in which T1 received less than half of what another EUesports organization received from the same global company. - Since they are getting less per sponsor, this might cause T1 to sign more sponsors to generate revenue, increasing players' commercial workload. - In 2025, T1 players spent 102 days on sponsor-related activities. - Another source says that without the agency, T1 could have earned more revenue from fewer sponsors - While GEN.G and HLE managed sponsorship inhouse. m.sports.naver.com/esports/articl…

@C3PIOX @jukan05 Give me 10 if its us$10,000. Even the max RAM/storage macbook pro us 10k usd now. Bruh

@jukan05 It would be like 10,000USD ?

I’ll use this year’s bonus to buy it.

@jukan05 🤣 you are famous

Do these damn Chinese media outlets have so little news to cover that they’re treating my exit from A shares as breaking news??

@jukan05 bro, just buy the Chinese WFE names and forget 1-2 years. No need to watch it everyday and react to every rumour.

Having recently traded China A shares myself, my impression was that the market is far too easily moved, and even manipulated, by absurd rumors. At the time, I held a leading Chinese CCL stock. One day, a rumor circulated that Chinese securities regulators were investigating a fund for allegedly manipulating CCL related stocks. As a result, a stock that had been up nearly 7% intraday quickly gave back all its gains and fell back to around flat. But after local Chinese media looked into the matter, the rumor was found to be false. A shares are far too vulnerable to rumors. I no longer trade China A shares.

@zephyr_z9 We all do my friend…

Will be the most explosive Chinese IPO Wish I could get an allocation

@jukan05 @xinng1989 You are FIRED 🤣

@xinng1989 这不是我泄露的。

#Jukan_on_China Competition among Chinese robotics companies right now is beyond intense. Yu Hao, the founder and CEO of Dreame, reportedly said that they should bring in Unitree’s chief scientist even if it costs RMB 200 million, or about $30 million, and instructed his team to poach all of the competitor’s customers, bidding projects, and even employees. He even wrote in an internal chat that anyone who took a screenshot and leaked it externally would be fired immediately, yet someone still leaked it anyway. 🤣

@HaRuWagnus @wagnus_official ジンギスカン？？

ついに完成しました。最高の情熱と圧巻の燃ゆるエナジーサウンド！そして完璧なるバーニングラグジュアリー工芸デザインを宿した、スーパーリケーブル！ 「Burning Horizon Sheep」爆誕です❤️‍🔥 近日大炎上発売予定！！

@jukan05 Because US is a stagnated country. Everything is old and most people are unwilling to improve.

Shenzhen offers hotel quality that’s far better than in the US at half the price, with no tipping. Why is it so cheap here?

@Arronwei3n XD

?

@jukan05 Ded🤣

Meta has finally started adopting TPUs at a multi-billion-dollar scale. In that case, what happens to MTIA?

@jukan05 If you managed in Japan you will be just fine in Shenzhen. English level is just about similar

I'm considering traveling to Shenzhen... but the prices are insane? For the price of one night in a 5-star hotel in Korea, you can stay three nights in Shenzhen (based on 5-star hotel standards). I've heard English is barely spoken in Shenzhen... Should I use a Chinese translation app?

@jukan05 Bwahahahaha😭🤣

KOREA STOLE OUR AMERICAN MEMORY CHIP TECHNOLOGY! Samsung and those Korean companies – they took our great American know-how, our patents, our genius, and built their whole industry on it! We invented it, we perfected it, and they just TOOK IT! When I was President, we were winning big against thieves like this. Now? They're selling their memory chips to US at ABSURDLY HIGH PRICES – VERY VERY EXPENSIVE! They're ripping us off BIG TIME while our companies pay through the nose! Time to bring manufacturing BACK to America! Tariffs! Massive ones! America First! We will MAKE OUR CHIPS GREAT AGAIN – and CHEAP for Americans! 🇺🇸🇺🇸🇺🇸

@zephyr_z9 Good fucking riddance.

This is quite big This guy was responsible for running the forced labor scam operations in Cambodia

@fakerhyeok_ ？ Isnt it just another day at office?

T1's form isn't good, T1's early game was poor, T1 made a series of blunders, T1 is down 9k gold, T1 has fallen into a desperate state, T1 are in their death throes T1 is giving their victory speech???

@jukan05 This is a very well-known fact already. Not exactly a scoop...

Very interesting. China’s big tech companies are renting data centers in Southeast Asia to train their AI models. DeepSeek is still optimizing and developing Huawei’s AI chips domestically in China. For inference, they are increasingly relying on Chinese-made chips.

@caedrelupdates @Caedrel Where the fk is baldrel?????

CAEDREL IS BACKKKKKKKK (AND IS LIVE) TODAY'S SCHEDULE: - NO IDEA WHATSOEVER BUT HE'S BACK FROM BREAK!! YOU KNOW THE DRILL: Twitch.tv/Caedrel

@Jukanlosreve @bobnorman_ch The article said CXMT (長鑫存儲), not YMTC (长江存储).

@bobnorman_ch I translated it exactly as written in the article. YMTC has a DRAM-die subsidiary.

Will there be a solution to the memory shortage? First came talk that MediaTek was “forming a team to fly to Korea” to request capacity, followed by rumors that Yangtze Memory Technologies (YMTC, 長江存儲) had emerged as a savior. With a global shortage of memory and prices soaring, the supply chains related to smartphones, PCs, industrial PCs (IPC), and automotive applications are scrambling frantically to secure volume. The market situation is bordering on being completely uncontrollable. According to what is known, rumors are rife that this week several senior executives from MediaTek (聯發科), a major smartphone chip vendor, personally formed a delegation and flew to Korea to visit Samsung Electronics and SK Hynix. In the spirit of “it’s easier to say yes when you’ve met face to face,” they are hoping to secure even a bit more capacity allocation. They no longer care about how the higher prices will impact profitability; the top priority is to ensure smooth shipments of smartphones for themselves and their customers. Will a solution emerge amid the chaotic battle over scarce memory? On top of the news that YMTC’s capacity may be opened up, there is now talk that MediaTek’s top management has personally traveled to Korea to request more volume. In reality, however, downstream players each find themselves in very different situations. Take ASUS (華碩), for example, which has recently been viewed pessimistically by the market and pointed to as a potential biggest victim of this memory storm. Its inventory does not stop at just four months’ worth. Since the first half of the year, it has already been scooping up large quantities of product from Chinese distributors and agents using cash, and is therefore estimated to be able to hold out for at least six to seven months. Furthermore, word has it that China’s YMTC has informed ASUS and many other customers that it will promptly restore and expand capacity for DDR4 and LPDDR4 DRAM, and that it will simultaneously step on the gas for DDR5 and LPDDR5 as well. The industry believes that if this news proves true, the memory supply gap in 2026 will narrow significantly, and many products such as smartphones and notebooks (NB) will likely see smoother supply with minimal impact from price hikes. The global memory market has entered a “super cycle” of a kind rarely seen in years. As Adata (威剛) put it, “Right now customers are buying everything they can get; price increases are not a constraint at all.” Spot prices for both NAND and DRAM are shooting up across the board. Because the market is almost out of control, forecasts remain conservative, and the memory shortage and price surge are severely eroding the gross margins and profits of hardware OEM and ODM firms, with the scope of the impact continuing to broaden. On top of the rapid increase in memory prices since 2025, TSMC has also raised its foundry (wafer contract manufacturing) prices, which has clearly pushed up the cost of finished smartphones. In particular, the sharp rise in memory has completely caught smartphone companies off guard, forcing them to raise selling prices to reflect the higher costs. Yet as the supply shortage continues to deepen, prices are climbing further, to the point where people say “even if you have money, you can’t buy.” If they simply accept the steep increases from Micron, Samsung, and SK Hynix as they are, smartphone makers’ profits will inevitably take a major hit. From MediaTek’s perspective, whose key customers are Chinese companies, if the shortage and price spike in LPDDR5 and LPDDR6 for smartphones and the prolonged lead times continue, large customers will inevitably delay their purchases of smartphone chips across the board, and MediaTek’s own gross margin and profit will come under pressure as well. According to supply chain sources, this week MediaTek’s top brass took the unusual step of personally leading a delegation to visit Samsung and SK Hynix, hoping to leverage the massive purchasing power of itself and its Chinese customers to sign long-term supply agreements with the two Korean companies and keep the rate of price hikes within an acceptable range. The very fact that MediaTek has moved in this way is seen as a stark illustration of just how tight memory supply has become. At the same time, the market holds a pessimistic view of the profit outlook over the next six to twelve months for OEM and ODM players such as ASUS. ASUS, which has a broad portfolio including smartphones, PCs, and graphics cards (boards), is being cited as the one that will suffer the greatest damage. In addition, Acer (宏碁), Quanta (廣達), Wistron (緯創), Compal (仁寶), Gigabyte (技嘉), and others are also expected to find it hard to escape unscathed. In fact, ASUS has previously stated that fluctuations in memory prices and their impact on gross margins are currently issues faced by the entire industry together, and that the underlying cause lies in the imbalance between supply and demand. In particular, AI servers have sharply boosted demand for low-margin components, but major suppliers have not expanded capacity over the past few years, leading to an upward trend in prices. ASUS said it had already sensed this trend starting in the first half of 2025 and preemptively extended its inventory turnover days. As of the end of the third quarter, component inventory was about two months’ worth, and finished goods inventory held in distribution channels was also nearly two months’ worth. Taken together, roughly four months of inventory allow it to handle short-term operational needs, so the impact on the fourth quarter is limited, according to the company. Going forward, ASUS plans to continue working closely with suppliers, adjusting inventory according to demand and managing operations dynamically. This includes flexibly adjusting product mix and pricing based on costs, partner conditions in distribution, and consumer demand. According to industry sources, ASUS, Xiaomi, Huawei, Vivo, and many other smartphone and notebook vendors have one after another signed long-term supply agreements with China’s YMTC. Although prices are high, they are said to remain within acceptable bounds. Currently available information suggests that YMTC will soon ramp capacity for DDR4 and LPDDR4 again, while also stepping on the accelerator for DDR5 and LPDDR5. It is expected that within the next two to three months, this will help ease the shortage. Supply chain sources also point out that, recently, the market has turned increasingly pessimistic about shipment momentum for products such as smartphones and PCs, with some even forecasting that the market size in 2026 will actually shrink, while companies’ gross margins are also under pressure. In response, Acer Chairman Jason Chen (陳俊聖) bluntly stated, “If Chinese companies would just open up their capacity, it wouldn’t take more than a few months for the market’s supply-demand structure to flip.” Viewed in this light, even if additional capacity is released by YMTC and other players, it is unlikely that the shortage will suddenly collapse into an oversupply, but the frenzy of surging memory prices is expected to gradually subside. There is now speculation that the originally anticipated “multi-year super cycle” in memory may not last as long as previously thought. As of the article’s deadline, spokesperson channels for MediaTek and other related companies had not yet issued any official comments on these market rumors.

@Caedrel BALD NOW

from being benched to playing kaisa in match point and carrying to worlds finals mvp goated

@samekosaba The tail is very asacoco vibe 😂🤣

June 28! 🐟 #samekosaba