Positive users praised the detailed DRAM and HBM capacity modeling amid AI demand, while negative users called the infographics and projections inaccurate or propagandistic.
Based on 22 visible X reactions from 104 accounts; directional sample.
Ask a question below.
Published answers will appear here.
@zephyr_z9 Meh not sure which China little pink hopium actually generated this long ass gish gallop fake propaganda slop but meh, the numbers don’t even checks out at first glance. If Micron@375K and CXMT@350K then why is Micron making $42B in the latest 6 months and CXMT only $10b? Meh.
@zephyr_z9 Great thread. The modeling on wafer starts needed for HBM is eye-opening. Even with aggressive Big 3 expansion, supply still looks tight through 2030. Bullish for memory overall.
@zephyr_z9 Incredible work thank you for sharing 🙏
@zephyr_z9 absolutely great analysis, my brother! hats off
@zephyr_z9 Meh not sure which China little pink hopium actually generated this long ass gish gallop fake propaganda slop but meh, the numbers don’t even checks out at first glance. If Micron@375K and CXMT@350K then why is Micron making $42B in the latest 6 months and CXMT only $10b? Meh.
@zephyr_z9 Great thread. The modeling on wafer starts needed for HBM is eye-opening. Even with aggressive Big 3 expansion, supply still looks tight through 2030. Bullish for memory overall.
@zephyr_z9 absolutely great analysis, my brother! hats off
@zephyr_z9 Great article
@zephyr_z9 terrible infographic!
> 91EB/year of supply versus 120EB/yr of demand All these insane expansions, and no saturation in sight This, mind you, is not even some unhinged singularitanian fast takeoff scenario, this is "business as usual" https://twitter.com/zephyr_z9/status/2076652343307964879
The supply deficit will grow from 18% to 25% by 2030 https://x.com/zephyr_z9/status/2076681784369312143/photo/1 https://twitter.com/zephyr_z9/status/2076652343307964879
Koreans should avoid leverage and jumping from rooftops https://x.com/zephyr_z9/status/2076652802655560106/photo/1 https://twitter.com/zephyr_z9/status/2076652343307964879
My biggest takeaway: HBM demand determines the duration of the memory boom If it goes down then it's all over https://twitter.com/zephyr_z9/status/2076652343307964879
@zephyr_z9 What can even destroy HBM demand? Why won't ST. JEVONS rescue it? Some kind of high-low paradigm shift with SRAM+DDR/disk?
http://x.com/i/article/2075818457858514944
Positive users praised the detailed DRAM and HBM capacity modeling amid AI demand, while negative users called the infographics and projections inaccurate or propagandistic.
Based on 22 visible X reactions from 104 accounts; directional sample.
Ask a question below.
Published answers will appear here.
@zephyr_z9 terrible infographic!
> 91EB/year of supply versus 120EB/yr of demand All these insane expansions, and no saturation in sight This, mind you, is not even some unhinged singularitanian fast takeoff scenario, this is "business as usual" https://twitter.com/zephyr_z9/status/2076652343307964879
The supply deficit will grow from 18% to 25% by 2030 https://x.com/zephyr_z9/status/2076681784369312143/photo/1 https://twitter.com/zephyr_z9/status/2076652343307964879
Koreans should avoid leverage and jumping from rooftops https://x.com/zephyr_z9/status/2076652802655560106/photo/1 https://twitter.com/zephyr_z9/status/2076652343307964879
My biggest takeaway: HBM demand determines the duration of the memory boom If it goes down then it's all over https://twitter.com/zephyr_z9/status/2076652343307964879
@zephyr_z9 What can even destroy HBM demand? Why won't ST. JEVONS rescue it? Some kind of high-low paradigm shift with SRAM+DDR/disk?
http://x.com/i/article/2075818457858514944