Many users praised the detailed DRAM and HBM wafer capacity reports and visualizations for their insightful modeling of AI-driven supply deficits, while others dismissed the forecasts as unrealistic cycles or criticized the infographics.
Based on 20 visible X reactions from 86 accounts; directional sample.
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@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.
@embgaspbaud @zephyr_z9 Most adults are suppose to self regulate risks but then apparently they’re retarded on a national scale so you have super saiyan leverage kings
@zephyr_z9 Awesome report! Thanks for sharing it here. Much appreciated. Looking for more from you! Thank you again..
@zephyr_z9 Incredible work thank you for sharing 🙏
@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.
@embgaspbaud @zephyr_z9 Most adults are suppose to self regulate risks but then apparently they’re retarded on a national scale so you have super saiyan leverage kings
@zephyr_z9 Awesome report! Thanks for sharing it here. Much appreciated. Looking for more from you! Thank you again..
@zephyr_z9 Zephyr, my Memory hero now 😌
@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
http://x.com/i/article/2075818457858514944
Many users praised the detailed DRAM and HBM wafer capacity reports and visualizations for their insightful modeling of AI-driven supply deficits, while others dismissed the forecasts as unrealistic cycles or criticized the infographics.
Based on 20 visible X reactions from 86 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
http://x.com/i/article/2075818457858514944