20 ounces of weed

This is from a friend who is deeply involved in the RAM business, he splits his time between SF and China.

The facts are 80% correct but the conclusion is 100% wrong

CXMT is ~8% WW market share for DDR5. They DONT have 64Gb or even 32Gb. They just now have 16 and 24Gb. Sampling 8000 but majority of volumes are 5600 Mbps.

Their fab in Anhui is about 85% occupied so they really can’t grow that much more.

So saying they’re going to flood the market is wrong.

Bit demand is crazy right now. Something like 30% YoY demand growth for only 10% supply growth.

Something even if CXMT expands to all 100% and goes from 16Gb mainstream to 32Gb mainstream you’re barely looking at filling the gap

Committing wire fraud for the homies, legendary

Lol imagine if pee was clear instead of red

So neanderthals had a more accessible healthcare system than we do gotcha

And you can't make this up, he was literally in a tent that had the words "Prove me wrong" written in big letters

Vaguely tankie like

Edit: after seeing how bad you are at posting and the context of your other posts, you are in fact a tankie

Also grabbing some tiddy

Well, I guess I will never go to IMDb again

Well what are their names?

Anthony Bourdain

Womp womp

Hannah Montana Linux

BUT THEY ARE TRYING TO PROTECT THE CHILDREN WHAT IS WRONG WITH YOU. PLEASE DEPOSIT YOUR RIGHT TO PRIVACY IN THE BIN ON YOUR WAY OUT THANK YOU!

Good.gif

Oh so that's why he faked this one?

See this is what I'm talking about with the bad posting

So here's where this is not exactly always true. My parents own a good chunk of land, more than 100 acres. Around the same time we were approached by an oil company wanting to put a well on their land, and a solar company wanting to put solar panels on the land. The oil company wanted 5 acres for a 100 year lease. The solar company wanted 70 acres on a 100 year lease. During these leases the land effectively belongs to the company who signs the lease. So for solar, for 100 years we wouldn't be able to plant or grow or run livestock on the land. So the scenario pictured is not always the way that it works.

And for the record, we told both of the companies no.

Right in the bussy

Whatever shitlib