Coocoo

After many, many years of presuming good faith, I’m finding myself increasingly drawn to a Konmari curation policy: if the prospect of further interaction with a commentator does not spark joy, regardless of whether they are benign intent, block/mute and move on with life.

1. The counterargument that deliveries can't be pushed back by a year or two just because the two sides worked together from design through validation becomes meaningless once the demand decline is real. 2. Even if they were involved from the design stage, I don't think we have reached the kind of extreme customization seen in foundry, where Micron couldn't do what Samsung was doing. 3. Joint design also constrains which HBM gets used, but I don't think it settles who carries the inventory burden when accelerator demand misses. Say the production plan is cut from 1 million units to 800,000. Is the customer obligated to take the 200,000 units' worth, or can the memory makers simply push that volume onto them? That needs to be clear. The claim that memory has completely shed its commodity character is, in my view, the most dangerous one. There are still more players than in foundry, where TSMC dominates, and they can substitute for one another.

Mr. Putin, I promise to support the special military operation, take the pronouns out of the bio and throw away the pink hair wig. Just please release the hostage kk thnx

Please look into loosening your ID verification requirements for purchasing your tokens

The Chinese phrase describing the current state of play: (ask your clanker to explain it)

"Same bandwidth, only 256 TOPS. How can #MaixStation beat DGX Spark's 1,000 TOPS?" Pure-compute CNN test, INT8: "1000T" DGX Spark runs at about half the FPS of the "256T" AX8860.Even 18 TOPS AX8850N hits half of DGX! Marketing #TOPS. 🤡 Don't be fooled sipeed.com/maixstation/