Oh hey, this is me. Go listen to the Chip Observer podcast in which I'm professional about 90% of the time about supply chains in/and the semiconductor industry and then divert my attention to Japanese potato chips (hey, I'm here to track "chips", it's in-bounds).
The semiconductor bottleneck isn’t where you think.
HBM is reshaping the market, DDR4 shortages are driving price spikes, and advanced packaging is emerging as the next constraint.
Listen the podcast ➡️ https://t.co/9IpvYuynSi
#Semiconductors#HBM#Memory#AdvancedPackaging #SupplyChain
Trump says the CHIPS and Science Act, which brings thousands of manufacturing jobs back to America, “is so bad” and says he wants to replace it with tariffs that will raise prices on the middle class
Every day, Twitter becomes a worse place for anyone who isn't right-wing; it moves further right every day. The amount of racist and antisemitic shit I see on here daily is disgusting, 15+ years of being on here, and its so saddening. He ruined this place in under 2 years.
@StevenDickens3@PatrickMoorhead@elonmusk Real talk, though—there’s only one person who could have run Twitter well under Elon’s ownership. It’s not Elon, it’s not Linda, and it’s not any of the previous leadership.
…and this post has been sitting around in drafts for half a year for the blog I need to actually launch.
@StevenDickens3@PatrickMoorhead@elonmusk I’d hire the most disciplined supply chain expert I could find, subcontract component mfg. to a reliable but cost-sensitive ODM, focus the product portfolio, overhaul mfg. QA to reduce pressure on service centers, and stop making claims about FSD that the tech can’t deliver.
Hey @Patrick1Kennedy, did you do a stress test on the Crucial 48GB modules on ROG NUC review? I'm curious if these are running particularly hot or throttling—ASUS only indicates 64GB support.