Josephine Z.

50 posts

Josephine Z.

Josephine Z.

@jack_c7345

Katılım Şubat 2025
0 Takip Edilen2 Takipçiler
Josephine Z.
Josephine Z.@jack_c7345·
@BigBernard1990 @BullTheoryio I think the original post's main point is that memory prices will fall not that Micron will crash. I actually work for Micron and they'll do fine for the next couples of years. Assuming datacenter demand stay high. But there are several insider concerns.
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Bernz
Bernz@BigBernard1990·
@jack_c7345 @BullTheoryio Perhaps true but the original post said this development is going to crash Micron and I’m saying that’s a dumb take. Micron will abandon consumer business and rake in $100s billions profit next year
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Bull Theory
Bull Theory@BullTheoryio·
BREAKING: Memory prices could COLLAPSE as China rapidly floods the market with DRAM and NAND chips. China's CXMT RAM is selling for $150, while the global average price is around $300 to $400. Chinese memory giants CXMT and YMTC are aggressively ramping production, threatening the dominance of Samsung, SK Hynix and Micron. CXMT now controls 7.7% of the global DRAM market and YMTC already holds 11 to 13% of the global NAND flash market. CXMT revenue already exploded 719% YoY in Q1 2026 to 50.8 billion yuan ($7.4B), swinging from losses to massive profits. Chinese memory chips are often priced 15%+ below competitors, making them highly attractive for consumer PCs, servers, and storage devices. Corsair already testing DDR5 modules using CXMT chips, while other brands like Acer and Asus asking suppliers to source Chinese memory. China’s strategy is simple - flood the memory market with cheap DRAM and NAND chips, undercut competitors and capture global market share. Samsung adviser Kyung Kye hyun already warned memory prices could fall back toward low levels by 2028 if supply expands too quickly.
Bull Theory tweet mediaBull Theory tweet mediaBull Theory tweet media
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Josephine Z.
Josephine Z.@jack_c7345·
@BigBernard1990 @BullTheoryio I meant to say companies like Corsair are exploring the possibility of manufacturing their consumer rams using Chinese manufactured memory. Because the legacy memory makers are no longer allocating manufacturing towards the consumer market.
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萨文丁
萨文丁@sawending1·
@zmx8067 哔哔半天,为什么不强制?礼仪之邦?还是骨子里的奴性?
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油爆琵琶拌着面🇨🇳
一名外國人在🇨🇳中國等待航班時插隊,被工作人員制止,結果還裝聽不懂中文。 中國歡迎一切友好的朋友,但對這種不守規矩的人,我們會把他拉進黑名單。🤔
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Bernz
Bernz@BigBernard1990·
@BullTheoryio You think American systems are gonna use Chinese memory instead of tried and true systems? You can’t just swap out shit like that it affects performance.
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Josephine Z.
Josephine Z.@jack_c7345·
@googlcompany @seanwei001 Even if there is a mutual agreement, it's weird that their first thought is to film under the girl's skirt. Maybe it's a cultural / kink difference.
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googlcompany
googlcompany@googlcompany·
@seanwei001 如果女孩确实说了“可以从各个角度拍摄她们的照片”,那就可以拍摄,没有任何问题 反观国内萤火虫漫展,女的坐在车上不说,然后一帮老色批看不反抗开始摸脚,越来越多的同性开始指责女的,这时候又开始逼逼籁籁 同一个场景,双方都做出了符合其国情特色的做法👍
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大变活人
大变活人@seanwei001·
在日本的一个活动上,为了Cosplay而来的年轻女孩们,允许“从各个角度拍摄她们的照片!” 日本人听到这个后,都把摄像头伸到了女孩的裙子下面。。。。
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Josephine Z.
Josephine Z.@jack_c7345·
@dearsham @cryptogoos Legacy memory makers: micron, sk hinix, Samsung sells their demand to data centers. Prices go up for you because supply is down. Chinese memory makers come in, undercutting prices and increasing supply in the market. Prices goes down.
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Cardinal Sign
Cardinal Sign@dearsham·
@cryptogoos Can someone explain this to me like I'm 3 years old? I dont understand the tech language involved!
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CryptoGoos
CryptoGoos@cryptogoos·
🚨 THE MEMORY CARTEL JUST GOT BREACHED. Corsair, one of the biggest US memory brands, was caught using Chinese chips inside their DDR5 kits. The maker is CXMT. China's biggest memory company. China is doubling memory production this year. Ex-Samsung chip boss says China could crush the 414% RAM spike within 12 months. Samsung, Micron, SK Hynix got greedy chasing AI margins. Now China is ready to undercut everything.
CryptoGoos tweet media
CryptoGoos@cryptogoos

🚨 THE MEMORY CARTEL IS ABOUT TO FALL. Ex-Samsung chip boss says heavy Chinese investment in the memory market could crush the 414% DDR5 price spike within a year. Goldman calls it RAMageddon. Samsung, SK Hynix, and Micron control 70% of global DRAM and pushed prices from $6.84 to $27.20 in 3 months. Now China is gearing up to flood the market. Cheap memory = cheap AI compute = the cartel cracks.

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Josephine Z.
Josephine Z.@jack_c7345·
@DailyXFlowers @FeiyanXie Hey where is this located? I live in the US and never seen this technology before. Also why are the drains so close together? Is this ai generated?
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Aesthetic vibes
Aesthetic vibes@DailyXFlowers·
@FeiyanXie This sophisticated drainage system can eliminate heavy rain puddles in seconds. Through large grates, water is channeled directly underground, keeping roads dry and safe from accidents.
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Feiyan Xie
Feiyan Xie@FeiyanXie·
哥们儿,你那🦶不是用来淌水的么😅
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Josephine Z.
Josephine Z.@jack_c7345·
@AmritHallan @1RAJAT7 That because they're Filipinos. This is a video of the Tondo slums of Manila. I've been there unfortunate what they are doing through
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Amrit
Amrit@AmritHallan·
@1RAJAT7 But somehow they are well fed and well clothed even in these miserable conditions. Look at the girls in the video. They look better than our GK girls in Delhi.
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Erika Horváth
Erika Horváth@ErikaHorvt20388·
@HasteerHarsh @1RAJAT7 Ne legyél benne biztos. Kínában nem egyenlő a vidéki , megkülönböztetik őket . Ez a hukou-rendszer .
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Josephine Z.
Josephine Z.@jack_c7345·
@inhodlX @1RAJAT7 They're Filipinos. This is a video of the Tondo slums of Manila. I've been there unfortunate what they are doing through.
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Kyle
Kyle@inhodlX·
@1RAJAT7 Although China has many minorities. These are almost not one of them. Looks like Cambodian/Burmanese to me.
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Benny Johnson
Benny Johnson@bennyjohnson·
When Obama visited China, he was forced to exit off the “ass” of Air Force One because they didn’t even get stairs for him. Trump just got a red carpet hero’s welcome with 300 students waving flags and chanting. It feels good to be respected on the world stage again 🇺🇸
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Johannes Maria
Johannes Maria@luo_yuehan·
Things you don't get in the West. Jensen Huang tries out Huawei's tri-fold phone in Beijing — it's too funny! #US #China
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Josephine Z.
Josephine Z.@jack_c7345·
@morlando616 @TheUnap16592593 @bennyjohnson I didn't say it's a bad deal. It's just so predictable that's why I said it's retarded. Honestly lower Chinese tariffs and more Chinese investments is good for the average Americans. Just more competition for American companies and potentially bankruptcies.
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David Tsai/蔡慎坤
David Tsai/蔡慎坤@cskun1989·
沙发肯定是特制的,习近平座的沙发明显高过川普的沙发,而川普比习近平身高10厘米,中共在这些细节上处处用尽心机。
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Josephine Z.
Josephine Z.@jack_c7345·
@nicolasmertens @luo_yuehan Can you elaborate the part about quality is subparb and cheap? The phone looked to be designed well and the quality is similar or surpasses iPhone build. I work for an engineering firm and many of our large mechanical equipment are manufactured in China
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Nicolas Mrtns
Nicolas Mrtns@nicolasmertens·
What do you mean? You have tons of companies in the West that are able to design this. Easily! Some in the east are able to do it albeit quality is subpar and cheap. On production I would say East and West are on par with the edge going east because they currently handle most of the production. (Japan is considered west)
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iEarth
iEarth@iEarth432·
@luo_yuehan The way Jensen is just casually roaming around Beijing testing out local tech is the best vibe ever. So down-to-earth. It feels like literally everyone is bumping into him right now! x.com/iEarth432/stat…
iEarth@iEarth432

@WhiteHouse The White House: Historic diplomatic departure. 🇺🇸✈️ Meanwhile, Jensen Huang: Casually enjoying local street food at Shichahai in Beijing.😄 We warmly welcome every friend to China.

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Josephine Z.
Josephine Z.@jack_c7345·
@morlando616 @TheUnap16592593 @bennyjohnson "The US and China are also discussing a mechanism for fast-tracking some Chinese investment deals, along with a reduction in tariffs on a swath of non-critical goods, Treasury Secretary Scott Bessent said in an interview with CNBC Thursday in Beijing." Just came out today
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