Fehmi Karagulla

[Fehmi Karagulla @FKaragulla]

@RWApodcast @ZaafraneO Remind me how is the SMO going? And how many soldiers did Russia loose against a nation with a GDP 10x smaller ? Nobody has weakened Russia more than Putin… you are nowhere when it comes to Ai , robotics , semiconductor and even the space industry …

[Fehmi Karagulla @FKaragulla]

@katia_k9 @FaresSouaid Weinak? Ba3dak hon

[Fehmi Karagulla @FKaragulla]

@ISuccar 😂

[ARC Prize @arcprize]

GLM-5.2 from @Zai_org on ARC-AGI (Verified)

- ARC-AGI-2: 22.8%, $0.25
- ARC-AGI-1: 77.0%, $0.19

Performance is comparable with GPT-5.4 & 5.5 (Low Reasoning Effort)

[Jukan ✈️OCP 2026 @jukan05]

Software will never return to the era when it commanded 50x revenue multiples…

Software companies now have to fight not just for growth, but for survival itself.

This is a truly great piece. You should definitely read it.

[Fehmi Karagulla @FKaragulla]

@hawraayassintv @elissakh Better than the Majrour of Your Hassan ?

[Jukan ✈️OCP 2026 @jukan05]

China's CXMT to Mass-Produce 12-High HBM3/HBM3E Next Year… Closing In on Korea

China is pushing to mass-produce 12-high HBM just three years after entering the high-bandwidth memory (HBM) market. This is the highest stack count currently commercialized, suggesting China has secured the technology for mainstream products led by Korean companies. The consensus is that China is emerging as a new threat, narrowing the technology gap year by year.

According to industry sources on April 8, China's largest memory manufacturer CXMT is set to begin mass production of 12-high HBM next year. The company is reportedly in discussions with domestic and foreign materials, components, and equipment suppliers on capital expenditure plans.

An industry insider familiar with the matter said, "CXMT is entering mass production of 4th-generation 'HBM3 8-high' this year while simultaneously beginning full-scale discussions with partners for 12-high HBM production. Technology upgrades and equipment investments for DRAM stacking will follow."

12-high is currently the highest stack count for HBM mounted on AI semiconductor chips, with the majority of market supply being HBM3E 12-high. SK Hynix, Samsung Electronics, and Micron hold market share in that order. HBM4 — which Samsung began mass-producing in February (with SK Hynix and Micron also pursuing supply) — is also initially being supplied as a 12-high product.

HBM increases bandwidth (speed) by vertically stacking DRAM, and the number of layers stacked serves as a key measure of technological capability. The technical difficulty of attaching micro bumps (solder balls) to connect upper and lower DRAM layers and bonding them without error is high. Thermal management after stacking is also required — this is why yields (the ratio of good units) drop when manufacturing DRAM into HBM.

CXMT's moves are evidence that it has resolved these technical challenges to a certain extent. Notably, the gap with Samsung Electronics and SK Hynix has narrowed further. CXMT began mass production of 2nd-generation 'HBM2 4-high' in H2 2024. At the time, the technology gap was considered large, as SK Hynix had already entered mass production of HBM3E 12-high.

However, the situation is reversing as CXMT challenges mainstream 12-high mass production roughly three years after its full market entry — it has already caught up to within striking distance of Korean HBM. The industry consensus is that the Korea-China HBM technology gap has shrunk to three years or less.

CXMT's rapid rise is attributed to Chinese government subsidies and domestic demand. While yields remain lower compared to Korean manufacturers, the company is expanding production volume rather than focusing on yield improvement, growing its market influence. As influence and supply increase, technology and yields will inevitably improve as well.

CXMT is reportedly converting 20% of its total DRAM production to HBM this year — approximately 60,000 wafers per month — targeting demand from Chinese AI chip companies. The company also plans to raise $4.2 billion through an IPO this year to expand next-generation DRAM and HBM production lines.

Another industry source said, "For Samsung Electronics and SK Hynix to widen the technology gap further, they will need to preemptively secure next-generation technologies such as 16-high HBM and hybrid bonding."

Samsung Electronics and SK Hynix are expected to complete development of 16-high HBM as early as the end of this year.

[Fehmi Karagulla @FKaragulla]

@RWApodcast How is your SMO doing ? Coping , yet ? 😂

[Fehmi Karagulla @FKaragulla]

@katia_k9 @FaresSouaid 😂

[Fehmi Karagulla @FKaragulla]

@aliimortada Y’a mountaser

[Fehmi Karagulla @FKaragulla]

@aliimortada 🤌😂 ya mortada

[Mario Nawfal @MarioNawfal]

THE REAL REASON WHY GOING TO SPACE IS SO IMPORTANT TO ELON

@elonmusk:

"The Universe is the answer.

What is the question?

The more we can expand the scope and scale of consciousness, the better we can understand what questions to ask."

[Mario Nawfal @MarioNawfal]

PLANE TO LISBON FLIES STRAIGHT INTO AN AURORA BOREALIS

Somewhere high above the Atlantic, the sky exploded in color.

A flight from San Francisco to Lisbon caught the aurora borealis in full swing.

Waves of green and purple shimmered across the clouds in a surreal timelapse.

Just a plane, the stars, and Earth’s best light show on loop.

You don’t book this view.

You get lucky.

Source: @konstructivizm

[Mario Nawfal @MarioNawfal]

🚨🇺🇸 BREAKING: PENTAGON DEPLOYS 700 MARINES TO L.A. PROTESTS

The U.S. Northern Command just sent 700 Marines from Twentynine Palms to Los Angeles, joining 2,100 National Guard troops already on the ground to protect federal property and immigration agents.

The Marines from 2nd Battalion, 7th Marines are armed with standard weapons and trained in crowd control and de-escalation tactics.

Their mission: safeguard federal facilities and personnel, including ICE agents, as protests intensify over Trump's immigration enforcement surge.

This marks a significant escalation in federal response to civil unrest in LA. Active-duty military joining National Guard signals the administration's determination to protect immigration operations despite local resistance.

The Marines are moving from the California desert Monday, bringing federal muscle to a city already on edge over deportation raids.

Source: @USNorthernCmd AP

[Fehmi Karagulla @FKaragulla]

@EurostarUK I have a booking at 8h am on Saturday , are you still operational?

[Fehmi Karagulla @FKaragulla]

@WarMonitors @WarRoomIntel1 Tomorrow will be a sunny day; the charlatan of darkness is finally gone.

#رفيق_الحريري
#باسل_فليحان
#جبران_تويني
#بيار_الجميل
#محمد_شطح
#وليد_عيدو
#وسام_الحسن
#وسام_عيد
#فرانسوا_الحاج
#سمير_قصير
#جورج_حاوي
#أنطوان_غانم
#لقمان_سليم
#سامر_حنا
#هاشم_السلمان
#الياس_الحصروني

[Fehmi Karagulla @FKaragulla]

@ShiaphobiaLB The cancer of Lebanon is in darkness

[Fehmi Karagulla @FKaragulla]

@faysalabdlsater 😂

[Fehmi Karagulla @FKaragulla]

@MajdBHarb 🫡🙌