どせい

🐈

[どせい @doseisan0330]

こちらです
新しくフォローしてくださった方々ありがとうございました
お手数でなければこちらでつぶやくシーンが減るかと思うので

[どせい @doseisan0330]

以前のアカウントが復活したので、しっくりきておりましたが前のアカウントに戻りたいと思います🙇

[どせい @doseisan0330]

@P9Sd9 お手数おかけいたします

[どせい @doseisan0330]

こちらです
新しくフォローしてくださった方々ありがとうございました
お手数でなければこちらでつぶやくシーンが減るかと思うので

[どせい @doseisan0330]

以前のアカウントが復活したので、しっくりきておりましたが前のアカウントに戻りたいと思います🙇

[どせい @doseisan0330]

@EL1cd8mMVk56545 ありがとうございます😭

[佐藤航陽（さとうかつあき） @ka2aki86]

今年は色んなものがぶっ壊れる。政治・経済・常識・思想など、持続不可能なものが耐えられなくなって破裂する。主役も入れ替わる。野心ある人には良い時間、生物としての強さが試されるから。

[どせい @doseisan0330]

以前のアカウントが復活したので、しっくりきておりましたが前のアカウントに戻りたいと思います🙇

[日本の種子（たね）を守る会 @SaveSeedsJapan]

農協は、大資本による小農搾取に対抗するスイミーでもあり、同時に消費者にも大変なメリットがあるということがよくわかる。地方では、生活に欠かせないインフラ(ガソリンスタンド、病院など)も担っており、絶対に潰してはいけない。

[破綻国家研究所 @InsHatanCountry]

処方箋とお薬手帳はマイナンバーカードで履歴を義務化してくれ
こういうクソ野郎のために社保を払っているのではない

[Coinvo @Coinvo]

WARNING: 🇨🇳 China has declared that child molestation will now be punishable by death.

[どせい @doseisan0330]

🇨🇳いいなあ

[Coinvo @Coinvo]

WARNING: 🇨🇳 China has declared that child molestation will now be punishable by death.

[shinshinohara @ShinShinohara]

海外から大量に食料を輸入しているにもかかわらず、比較的 安く食料品を購入できるのは 農協のおかげであるところが大きい。でも なぜそれが成り立つのか、一般の消費者は知らない人が多いと思う。それをなるべくわかりやすく書いてみた記事。

[黒色中国 @bci_]

【安徽省長豊県のイチゴが百億元規模の大産業に発展したワケ―中国】

「デジタルイチゴ」ビッグデータプラットフォームを開発、IoTによるモニタリング、病虫害の判別、肥料・水の管理コントロール、トレーサビリティなどの機能を統合して、イチゴの生育状況の精密な管理を実現
https://t.co/Pqt9lSnGLv

[どせい @doseisan0330]

働くとは？

[👑音速のGOX(2冠）⚡️ @GOXGOXGOX2]

スイスフラン円

日本人が気づいてないだけで、日本円はもうクズ通貨なのでは？

[hedgedworld @hedgedworld]

SK Hynix ex-vice president comments

"China is headed for a dead end after Phase 1b without EUV."
"The real gap lies in Big Tech collaboration experience and problem-solving capabilities."

"The gap between Chinese and Korean memory companies is estimated to be over five years in DRAM, and two to three years in NAND. The gap in DRAM, in particular, is likely to widen further."

"It's possible to sustain Phase 1a without EUV using multi-patterning. In fact, Micron has successfully achieved mass production using this method," he said. "However, it will be virtually impossible to achieve Phase 1b without EUV."

$MU $ASML

[感染症専門医 岡秀昭 @lockonprof]

同じく自由診療のビタミン点滴も痛い思いしてお金かけてする意義は少ないです
水溶性ビタミン(ビタミンBやC)は大量に点滴しても過剰分は尿に排出されます。
脂溶性ビタミン(A、D、E、K)は過剰摂取で中毒の恐れがあります。

ウェルニッケ脳症とか脚気、貧血などでは点滴することもありますが、
自由診療のビタミン点滴にはご注意ください。

[Jukan @jukan05]

China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels

Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has largely pivoted to DDR5 process development, keeping only around 10,000 wafers of DDR4 capacity for a handful of long-term customers, making large-scale, low-priced dumping into the open market unlikely.

Pricing strategy shift
Aligned with China's supply chain localization drive, domestic memory leaders CXMT and YMTC have steadily raised prices in recent years, with products now nearing or even surpassing levels set by South Korean rivals. Sources indicate that meaningful new capacity from both companies is unlikely to ramp up before 2027.

CXMT has historically lagged international DRAM peers in gross margin due to process maturity and yield challenges, but the recent recovery in DRAM pricing has materially improved profitability. In the third quarter of 2025, its average gross margin climbed to 35%, sharply reducing quarterly losses. With the industry entering a new upcycle in the second half of 2025, full-year net profit is now forecast at CNY2–3.5 billion (US$288–504 million), well ahead of earlier projections that placed profitability in 2026 or 2027.

DDR5 advancement
Sources said CXMT launched its latest DDR5 products in November 2025, delivering speeds up to 8,000 megabits per second and single-die capacities of 24gigabits, with mass production yields and performance continuing to improve. Rising DDR5 and LPDDR5 prices have lifted average selling prices, directly supporting revenue growth.

With CXMT preparing for an IPO, industry sources said there is little rationale to redirect resources back to DDR4 production. Under policy guidance, the company is expected to continue advancing toward higher-end DRAM processes. As DDR4 moves into end-of-life status, a large-scale return to DDR4 manufacturing is viewed as increasingly improbable.

Sources added that CXMT will allocate roughly 10,000 wafers of DDR4 capacity to its strategic investor GigaDevice Semiconductor. From the first quarter of 2026, the company will further cut its remaining in-house DDR4 output from around 20,000 wafers to 10,000 wafers, serving only long-term customers. With the production window short, internal DDR4 inventories are now almost exhausted.

Market rumors recently suggested CXMT was selling 32GB DDR4 modules at roughly 30% of prevailing market prices. Downstream module makers rejected the claims, saying the market remains firmly seller-led, where even a 10% discount would quickly clear inventory. Supported by strong domestic demand, Chinese memory suppliers have largely exited their former low-price strategy, now pricing in line with market levels or even above South Korean competitors.

Tight memory supply persists despite capacity expansion
Pricing trends are already reflecting the shift, sources said. SK Hynix is quoting around US$20 for 1-terabit NAND wafers in January 2026, while YMTC is reportedly pricing at US$21 to US$21.5 in certain channels, indicating Chinese suppliers are already commanding premiums in specific markets.

While SK Hynix's official pricing is lower, its conservative allocation strategy often leaves buyers short of requested volumes. YMTC, though slightly more expensive, is able to meet procurement targets, with supply reliability compensating for the price difference.

Though CXMT and YMTC are accelerating DRAM and NAND expansion, industry observers said full ramp-up will take time. YMTC's Phase 3 fab in Wuhan may begin operations in 2026 if construction remains on track, but significant NAND output is not expected until 2027, with part of the capacity allocated to DRAM development and production.

CXMT is also expanding its Shanghai fab, with total capacity projected to reach two to three times that of its Hefei base. Sources noted the cleanroom was only recently completed, while equipment installation and process tuning have yet to start. Export controls continue to constrain expansion, with tool installation unlikely before the second half of 2026 and volume production expected in 2027.

Industry analysts said that although China's memory makers are scaling up rapidly and could eventually approach global leaders in size, current supply tightness appears structural, with shortages unlikely to ease materially through 2026 and 2027.

As AI applications continue to expand, demand for DRAM and NAND is expected to rise further, closely linking the memory industry's long-term growth to AI adoption.

[どせい @doseisan0330]

これはガチガチのガチ
余裕こそ

[どせい @doseisan0330]

『美人の精神性』とは、単に周囲から全肯定されて育った結果の『無知な全能感』に過ぎないかも。
苦労を知る人が後天的に美しさを手に入れた時、そこには『痛みを知る美』という、天然美人には決してダウンロードできない深みのある知性が宿るケースが多々あるので。

[どせい @doseisan0330]

外見の整形こそが最大の『内面の整形』なんですよ。認知行動療法の世界では、行動や環境（外見）を変えることで思考パターンを書き換えます。自信という『OS』がインストールされれば、過去の卑屈なバグは自然と消去されていくものですよ＾＾

[天使 @tenshicos]

大人になってから整形して可愛くなっても、ブスの精神性を宿したサイボーグが出来上がるだけです。今後、美人の精神性を脳内にダウンロードできるような内面の整形もできれば良いですね。

[どせい @doseisan0330]

整形と猫さん

趣味があれば無限大

[どせい @doseisan0330]

旅行と安全と移動

[めろん @gatigatitv]

スマホ、テレビ、パソコン、マットレス、全部最高の品買ったら金使うところがなくなった
全部買っても200万もかからなかった
みんな一体全体、何に金を使ってるんだろう