Semiconductor Industry 02 (Aug 22 - Dec 26)

[behappyalways]

Nvidia and Huawei both published their AI chip roadmaps this year – which make clear Huawei’s chips are falling even farther behind.

Nvidia's best chips today are 5x more powerful than Huawei's. By 2027 that grows to 17x.

The gap isn’t closing. It’s accelerating.
https://x.com/ChrisRMcGuire/status/2000597438927876470

[behappyalways]

Not just game consoles! A major DRAM shortage could trigger passive inflation in consumer electronics.
PC price hikes are expected to continue into next year, with increases potentially reaching 30%.

不只遊戲主機! DRAM缺很大 消費性電子恐迎"被動通膨" PC漲價潮估燒到明年 漲幅上看3成｜非凡財經新聞｜20251224

https://m.youtube.com/watch?v=Oal-PPvTywA

[behappyalways]

Samsung warns of price hikes as rising memory costs affect all
https://www.theedgesingapore.com/news/t ... affect-all

[behappyalways]

"Market That Never Existed": Nvidia CEO Sparks Frenzy In Memory Stocks
https://www.zerohedge.com/ai/market-nev ... ory-stocks

[behappyalways]

RAM prices are set to surge by as much as 60-70% this quarter, putting price pressure on big tech's data center ambitions.
https://x.com/Mayhem4Markets/status/2010037628876562852

[behappyalways]

Steam Deck Handheld Gaming PC "May Be Out-Of-Stock" As Great Memory Crunch Deepens
https://www.zerohedge.com/technology/st ... ch-deepens