Riccardo

[Riccardo @RiccardoBuo]

@Simne1core Simone, potresti produrre un articolo che spieghi come mai le fab in Cina di semiconduttori impiegano tempi di costruzioni inferiori all'Occidente?

[Riccardo @RiccardoBuo]

@Ermannonormanno @micheleboldrin Beh intanto è un buco sa 2,3 miliardi di euro, vediamo dove li ritroveranno l’anno prossimo. Spoiler: aumentando il bollo 2028 visto ‘sto governo non vuole ridurre la spesa pubblica.

[Riccardo @RiccardoBuo]

@ShardanFreeMan @ultimoranet Non ti bastano 31 ore e 44 ore di autonomia? La batteria è praticamente una via di mezzo tra quella del 18 Pro e del 18 Pro Max, tendendo verso quest'ultimo. Secondo me è ottima da specifiche tecniche.

[Riccardo @RiccardoBuo]

@regarded_ape @jukan05 No, they are not producing their chips together and they don't have the same clients, obviously.

[Riccardo @RiccardoBuo]

@Simne1core Apple ha iniziato a testare i chip DRAM CXMT per i dispositivi prodotti in Cina, vero, ma gli USA e Micron si stanno mettendo in mezzo per far sì che Apple non prenda la strada di chip cinesi, come nel 2022 con YMTC. Quindi forse non accadrà nulla alla fine…

[Riccardo @RiccardoBuo]

@kermankohli @hedgedworld NAND flash doesn’t need EUV tools, it simply needs etch tools that are easier to localize.

[Riccardo @RiccardoBuo]

@qyfhdh95431 @Jukanlosreve Do you have the source for the HAR number?

[Riccardo @RiccardoBuo]

@ErlansonEvan @Jukanlosreve American media said that YMTC was under bankruptcy years ago (2022-2023 IIRC) and it has been on the Entity List for years. They just started their 3rd phase planning to build a new fab with almost a 3 billion capital, I think they are far away from bankruptcy.

[Riccardo @RiccardoBuo]

@Jukanlosreve And they are also creating the first successful companies in AI toys.

[Riccardo @RiccardoBuo]

@Jj33300611 @Jukanlosreve WDC = Sandisk. Now it's Sandisk and not WDC because WD spun-off Sandisk's flash business.

[Riccardo @RiccardoBuo]

@Jukanlosreve I'm not sure about the 13% of market share by YMTC, it would means that YMTC is more or less on the same level as Micron and Kioxia. Also, DigiTime said multiple times that their market share is about 8%...

Not even sure about 500K raw wpm production.

[Riccardo @RiccardoBuo]

@ko_nachan @Jukanlosreve Aren't the files public? https://t.co/Qj63ysuNH3.

[Riccardo @RiccardoBuo]

@Jukanlosreve Jukan, do you know what fab was Tom's Hardware talking about here? Was it an hypothetical Wuhan fab3? https://t.co/IGZg8KeKEV.

[Riccardo @RiccardoBuo]

@mayorhardin @vikramskr 45μs is not the program time (tPROG) but it's the read time of a page. The estimate tPROG of Samsung V8 is about 390μs according to TPU's DB: https://t.co/qTCCzouslc.

[Riccardo @RiccardoBuo]

@Jukanlosreve Wasn’t Samsung struggling with V9 flash? Or was it just QLC?

[Riccardo @RiccardoBuo]

@RehanYawar84469 @Jukanlosreve In terms of performance, to me BiCS8 is the best flash but we haven’t see yet Samsung V9, SK hynix V9 and YMTC 267L.

[Riccardo @RiccardoBuo]

@RehanYawar84469 @Jukanlosreve It’s actually more complicated than this. In terms of technology advancements I’d say that the ones ahead are Kioxia and SK hynix (SK hynix especially for FeNAND) than YMTC and Samsung and Micron.

[Riccardo @RiccardoBuo]

@RehanYawar84469 @Jukanlosreve They started the mass production of V9 QLC last year but as written in the article they are having problems. And no, V9 flash (both TLC and QLC) is not used in Gen5 SSD. It’s not used at all.

[Riccardo @RiccardoBuo]

@sshimomu2k2 @omercheema @Jukanlosreve Are you sure? There's a huge difference between NAND flash and DRAM in terms of speed and we have never been able to boost NAND flash's speed to the same level as DRAM without developing a new kind of memory (and even in that case the speed wasn't the same as DRAM).

[Riccardo @RiccardoBuo]

@folduniverse @Jukanlosreve China is trying to dominate every sector selling products with a very low price with low/negative profits, and that's funny because it's unthinkable something like this with private manufacturers.