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Tag Archives: Micron
CXMT: Memory Giant, Or Smoke And Mirrors?
This is a very different post than the one I set out to write. When I talked about the current memory shortage, I didn’t really cover Chinese memory fabs, as I lumped them in with “older fabs” churning out older … Continue reading
Posted in Communism, Technology
Tagged AI, Apple, Beijing, ChangXin Memory Technologies (CXMT), China, Communism, Google, Hefei, Micron, Samsung, Semiconductors, Shanghai, SK Hynix, technology
5 Comments
RAM Cartel? I Seriously Doubt It.
A class action lawsuit has been filed against memory giants Samsung, SK Hynix, and Micron alleging the nefarious, cartel like action of…making the products with the highest profit margins. The world’s biggest memory chip makers are once again facing accusations … Continue reading
Posted in Economics, Technology, Texas
Tagged AI, Apple, California, Economics, Intel, Lawsuit, Micron, monopoly, RAM, Samsung, Semiconductors, SK Hynix, South Korea, technology, Texas, Z-Angle Memory (ZAM)
8 Comments
Musk’s Terafab: Half Possible, Half Pipe-Dream
The last few days I’ve been grappling with exactly what to say about Elon Musk’s Terafab announcement. Elon Musk on Saturday announced that his rocket making company SpaceX and electric vehicle major Tesla will jointly run a new chip manufacturing … Continue reading
Posted in Austin, Technology, Texas
Tagged AI, Austin, Elon Musk, Micron, robots, Samsung, Semiconductors, SpaceX, technology, Terafab, Tesla Motors, Texas, TSMC, xAI
7 Comments
AI News Roundup For February 5, 2026
A bunch of AI-related news has popped up this week, so let’s do a roundup. Some AI companies are complaining that TSMC is killing the AI boom by not expanding rapidly enough: Asianometry notes that TSMC’s caution at expanding is … Continue reading
Posted in Economics, Technology, video
Tagged AI, Anthropic, Applied Materials, Asianometry, ASML, ChatGPT, Claude Cowork, Copilot, CoWoS, Economics, Google, Intel, KLA Tencor, LAM Research, Micron, Microsoft, Nvidia, OpenAI, SaaS, Sam Altman, Samsung, Satya Nadella, Semiconductors, SK Hynix, Sundar Pichai, technology, Tokyo Electron, TSMC, video
4 Comments