BullsLab Jay

뻘짓연구소 / Personal Account

YT :

[BullsLab Jay @BullsLab]

Well, here I am again this year.
#COMPUTEX2026

[김기현 @twentyone36]

삼전 HBM 개발팀 후기네요 ㅋㅋㅋ 이건 좀 너무했다

[BullsLab Jay @BullsLab]

@tmvlfqks1985 와... 이게뭐야
감사합니다

[BullsLab Jay @BullsLab]

I'm here #GalaxyUnpacked

The event will begin in a few minutes. I’m really looking forward to it! @SamsungMobile

[BullsLab Jay @BullsLab]

MSI RTX 5090 LIGHTNING Z 32GB Review
https://t.co/k3tETbLo2i

[IntelKorea @intelkorea]

Performance, AI, 그리고 배터리까지.

CES 2026에서 공개된
Intel® Core™ Ultra Series 3의 CPU와
Intel® Arc™ 내장 그래픽의 획기적인 성능🌠

유튜버 ‘뻘짓연구소’가 직접 체험한
인텔의 CES 2026 현장을 만나보세요!

🕹️https://t.co/0ERkcxfSTK

#인텔 #intel #CES2026 #CES #AI #인텔AI #PantherLake #팬서레이크 #IntelInside #인텔코어울트라 #IntelCoreUltra #Series3 #IntelArc #GPU #뻘짓연구소

[BullsLab Jay @BullsLab]

Samsung offered [Galaxy Buds 4 exchange voucher] through its college student program, "Galaxy Crew".

Which basically means one thing😀 These wireless earbuds are about to launch!

[BullsLab Jay @BullsLab]

Intel invited me over, and I got a first look at the freshly launched Intel Core Ultra Series 3 (Panther Lake) 👀

On paper, this thing sounds like a monster. Strong performance and long battery life—honestly, what more do you want from a laptop?

#IntelCoreUltra #IntelCES

[BullsLab Jay @BullsLab]

@jukan05 @0xgoodie @elonmusk indeed

[BullsLab Jay @BullsLab]

@jukan05 Hynix🤣

[BullsLab Jay @BullsLab]

SK Hynix internal analysis

▪ Supply
Excluding HBM and SOCAMM, supply bit growth for commodity DRAM is projected to be constrained through 2028.

▪ Production & Inventory
While supplier inventories are being depleted to minimum levels, production Capacity is expected to see limited growth compared to previous upturns.

▪ Due to the sharp increase in Server demand, B/G 24% growth expected
- Server share: '25 38% → '30 53%, sharp growth expected
- DRAM Super-cycle expected due to AI demand surge

▪ General PC DRAM production increase expected to fall short of demand through '28
- For new DRAM FABs, additional capacity expected in '28 due to operational normalization L/T
- Supplier inventory levels are declining sharply, and DRAM capacity growth is limited due to new tech transition L/T

▪ '26 PC Shipment expected to maintain similar levels to this year, AI PC market expansion
- PC sales expected to remain at similar levels to '25, but DRAM adoption capacity expected to increase due to AI PC expansion
- '26 AI PC expected to reach 55% of total PC share

▪ Due to sharp increase in Server demand, B/G 18% growth expected
- 36% growth expected for Server eSSD due to AI demand surge
- No significant growth expected for Consumer, but QLC product expansion anticipated

▪ IDM companies' major investments focused on Server DRAM/HBM, resulting in relative NAND supply shortage
- Plan to respond to demand shortfall with NAND inventory
- As a result, inventory levels are expected to drop sharply, with continued upward price pressure expected

[VideoCardz.com @VideoCardz]

Blower-style GeForce RTX 2080 Ti transformed into unique Cyberpunk 2077 Edition with cooler swap
https://t.co/1gvOqGobV0

[BullsLab Jay @BullsLab]

Also this one...

[BullsLab Jay @BullsLab]

They are making something fun...
#SnapdragonXSeries

[BullsLab Jay @BullsLab]

I'm here, Hawaii🤩

#SnapdragonSummit
#ShotOnSnapdragon
#Gifted_By_Snapdragon
@Snapdragon

[BullsLab Jay @BullsLab]

@Jukanlosreve September 29th Unpacked canceled?

[포시포시 @harukaze5719]

U3 205 details from @BullsLab
https://t.co/ZXfucRa2d4

[포시포시 @harukaze5719]

Core Ultra 3 205 from @BullsLab
Cinebench R23 / Time Spy GPU Score
4P+4E, 8T

[BullsLab Jay @BullsLab]

@harukaze5719 FHD만 후딱 했습니다

[BullsLab Jay @BullsLab]

RX 9060 8GB Review
https://t.co/JTzPJ9JcyI