Chinese memory giant CXMT has reportedly achieved a significant milestone in DDR5 production, with manufacturing yields now comfortably above 90%. This is comparable to what major manufacturers like Samsung, SK hynix, and Micron are achieving. According to reports, CXMT uses a 17 nm node for DDR5...
Apple is about to pop the AI bubble with this and indirectly save the PC build market.
They seem to have had the foresight to realize that this tech will quickly move to edge devices.
Hard to say, cuz they were kinda pre-committed to this strategy by always casting themselves as the more private option (vs Google) and eagerly adopting unified memory and heterogeneous SoCs.
I do think they kind of lucked into it by focusing on SoC and unified memory before LLMs got big, and now they are really well positioned for running local models like Qwen.
Absolutely, but hard to say if they’ll manage to benefit much from that position. I’m really curious what the specs (…and price…) of the iPhone 18 will be.
That’s the big question, cause I doubt there’s going to be huge demand for phones that cost a couple of grand in this economy. The fact that Apple’s been trying to secure RAM deals in China suggests they realize they need to keep prices down. We’ll have to see how it works out for them.
if the people i know who who place maintaining iphone ownership above being able to afford rent or food are any indication; apple will be fine no matter what the economy is like.
lol there is that demographic for sure
i used to lol at them too; but ever since switching to working at a community service non-profit, where they’re the primary clientele; i’ve learned that they’re the overwhelming majority of this country’s working poor.
the social workers have to employ bizarre tactics to get them to re-prioritize keeping food on the table over the social stigma of using android – the fake temu iphones have been a godsend in this regard.
Coral and others had this figured out before Apple. Not to downplay the significant effect they will have, but it was clear from the first little text and image classification pop after deep dream that the technology would bifurcate into little ml that runs on phones and computers and big ml that they use to trade watt hours in rural areas.
Why do you say that? How does it relate to the article?