Offshore
Photo
The Transcript
RT @TheTranscript_: $KKR Co-CEO stresses that not all software face disruption from AI:
"the market right now, and as you know, this happens when there's this much emotion all at once, is painting everything with one brush. We would just caution that not all software investments are the same" https://t.co/UtRlORvbFH
tweet
RT @TheTranscript_: $KKR Co-CEO stresses that not all software face disruption from AI:
"the market right now, and as you know, this happens when there's this much emotion all at once, is painting everything with one brush. We would just caution that not all software investments are the same" https://t.co/UtRlORvbFH
$ARES CEO: AI will disrupt some software, not all.
"It is interesting to see how the markets are thinking about software companies as all being equal and not really understanding the difference between companies that could get disrupted by AI in places like digital content creation or data analytics and visualization versus like real entrenched enterprise systems." tweet
Offshore
Photo
Jukan
China to Mass-Produce HBM3 Soon... Korea-China Technology Gap Narrows from 4 Years to 3 Years
China will begin mass production of HBM3, the fourth-generation high-bandwidth memory (HBM) that is a core component of artificial intelligence (AI) semiconductors, this year. This marks the beginning of the HBM catch-up race.
Korean semiconductor companies are also widening their stride to stay ahead of China's technological pursuit. Samsung Electronics will begin mass production of HBM4 for NVIDIA supply starting at the end of this month, a world first.
According to the semiconductor industry on the 8th, ChangXin Memory Technologies (CXMT), China's leading DRAM company, plans to expand its DRAM production capacity to 300,000 wafers per month this year. Of this, approximately 60,000 wafers, or 20%, will be allocated to HBM3 production. Korean companies began mass production of HBM3 in 2023. The gap between Korea and China, which was 4 years in the previous generation of HBM, has narrowed to 3 years with HBM3. Samsung Electronics and SK hynix are estimated to input around 150,000 DRAM wafers each for HBM production.
HBM had been an area where the technology gap with Chinese semiconductors was clear, compared to NAND flash memory where the gap has narrowed to about 1 year, and DRAM where it's estimated at about 2 years. However, China is narrowing the gap as it pursues AI semiconductor and HBM development at the national level.
An industry official said, "Huawei, which is leading AI semiconductor development in China, is working on HBM development together with CXMT," adding, "Despite low yields, they are expected to enter mass production."
As the technology gap shrinks, U.S. tech companies are also seriously considering using Chinese memory semiconductors. As memory supplies become difficult to secure, they are considering installing memory semiconductors from Chinese companies that they had not used before.
According to Chinese IT media Kuaiji and Nikkei Asia, PC manufacturers including HP, Dell, Acer, and ASUS are considering using CXMT's DRAM. While this is a phenomenon due to memory semiconductor shortages, concerns are growing that they may switch to Chinese products even after supply becomes sufficient.
According to the industry, Samsung Electronics plans to mass-produce and ship HBM4, the sixth-generation product supplied to NVIDIA, as a world first. The mass production shipment timing is reportedly set for as early as the third week of this month. Samsung Electronics passed NVIDIA's quality tests and received purchase orders (PO). SK hynix is currently supplying paid samples to NVIDIA and plans to begin mass production supply within the first quarter.
tweet
China to Mass-Produce HBM3 Soon... Korea-China Technology Gap Narrows from 4 Years to 3 Years
China will begin mass production of HBM3, the fourth-generation high-bandwidth memory (HBM) that is a core component of artificial intelligence (AI) semiconductors, this year. This marks the beginning of the HBM catch-up race.
Korean semiconductor companies are also widening their stride to stay ahead of China's technological pursuit. Samsung Electronics will begin mass production of HBM4 for NVIDIA supply starting at the end of this month, a world first.
According to the semiconductor industry on the 8th, ChangXin Memory Technologies (CXMT), China's leading DRAM company, plans to expand its DRAM production capacity to 300,000 wafers per month this year. Of this, approximately 60,000 wafers, or 20%, will be allocated to HBM3 production. Korean companies began mass production of HBM3 in 2023. The gap between Korea and China, which was 4 years in the previous generation of HBM, has narrowed to 3 years with HBM3. Samsung Electronics and SK hynix are estimated to input around 150,000 DRAM wafers each for HBM production.
HBM had been an area where the technology gap with Chinese semiconductors was clear, compared to NAND flash memory where the gap has narrowed to about 1 year, and DRAM where it's estimated at about 2 years. However, China is narrowing the gap as it pursues AI semiconductor and HBM development at the national level.
An industry official said, "Huawei, which is leading AI semiconductor development in China, is working on HBM development together with CXMT," adding, "Despite low yields, they are expected to enter mass production."
As the technology gap shrinks, U.S. tech companies are also seriously considering using Chinese memory semiconductors. As memory supplies become difficult to secure, they are considering installing memory semiconductors from Chinese companies that they had not used before.
According to Chinese IT media Kuaiji and Nikkei Asia, PC manufacturers including HP, Dell, Acer, and ASUS are considering using CXMT's DRAM. While this is a phenomenon due to memory semiconductor shortages, concerns are growing that they may switch to Chinese products even after supply becomes sufficient.
According to the industry, Samsung Electronics plans to mass-produce and ship HBM4, the sixth-generation product supplied to NVIDIA, as a world first. The mass production shipment timing is reportedly set for as early as the third week of this month. Samsung Electronics passed NVIDIA's quality tests and received purchase orders (PO). SK hynix is currently supplying paid samples to NVIDIA and plans to begin mass production supply within the first quarter.
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
The quote is widely attributed to Charlie Munger:
“IF ALL YOU EVER DID was buy high-quality stocks on the 200-week moving average, you would BEAT ‘most INVESTORS’ by a large margin over time.”
Here are 10 high-quality stocks trading near their 200-week moving average 🧵 https://t.co/r4u6zLffJe
tweet
The quote is widely attributed to Charlie Munger:
“IF ALL YOU EVER DID was buy high-quality stocks on the 200-week moving average, you would BEAT ‘most INVESTORS’ by a large margin over time.”
Here are 10 high-quality stocks trading near their 200-week moving average 🧵 https://t.co/r4u6zLffJe
tweet
Offshore
Video
Moon Dev
everyone thinks amazon is the cleanest way to get exposure to anthropic
me too and i need exposure as i use CC all day
i saw how trash openclaw is with any model other than claudes
so im convinced antrhopic wins the race
wild to see amazon isnt the cleanest exposure tho
maybe the key is anthropic exposure isnt priced in with amzn already compared this new stock
tweet
everyone thinks amazon is the cleanest way to get exposure to anthropic
me too and i need exposure as i use CC all day
i saw how trash openclaw is with any model other than claudes
so im convinced antrhopic wins the race
wild to see amazon isnt the cleanest exposure tho
maybe the key is anthropic exposure isnt priced in with amzn already compared this new stock
tweet
Offshore
Photo
The Few Bets That Matter
RT @WealthyReadings: @TheTechInvest Can we normalize calling out gurus on this app, for once? It's great to create content but this kind of behaviors should be banned.
No one should be able to display such dishonesty publicly, even less with 50k followers.
Makes me sick.
$HIMS https://t.co/C1MJhJ4uYx
tweet
RT @WealthyReadings: @TheTechInvest Can we normalize calling out gurus on this app, for once? It's great to create content but this kind of behaviors should be banned.
No one should be able to display such dishonesty publicly, even less with 50k followers.
Makes me sick.
$HIMS https://t.co/C1MJhJ4uYx
tweet
Offshore
Photo
God of Prompt
RT @rryssf_: meta published a paper claiming llms can "think without words" and reason in latent space instead of english.
i read all 18 pages plus the appendix.
the results section tells a very different story than the abstract.
here's what the hype about "coconut" doesn't mention: https://t.co/tJ6Py2H4kO
tweet
RT @rryssf_: meta published a paper claiming llms can "think without words" and reason in latent space instead of english.
i read all 18 pages plus the appendix.
the results section tells a very different story than the abstract.
here's what the hype about "coconut" doesn't mention: https://t.co/tJ6Py2H4kO
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
Surprising to see that this year's earnings estimate hasn't come down, despite the DRAM issue. From Smartkarma https://t.co/bl0Ihoflp8
tweet
Surprising to see that this year's earnings estimate hasn't come down, despite the DRAM issue. From Smartkarma https://t.co/bl0Ihoflp8
tweet
Benjamin Hernandez😎
Good morning! Trading can be a solitary endeavor, but navigating a week like this together is what makes our group unique.
We analyzed the $VERO breakout (+459.44%) as a team. We traded $CGTL (+27.03%).
We charted $IBRX, $NAAS, $TNMG, $NEWT, $PAA, and $PEN collaboratively.
tweet
Good morning! Trading can be a solitary endeavor, but navigating a week like this together is what makes our group unique.
We analyzed the $VERO breakout (+459.44%) as a team. We traded $CGTL (+27.03%).
We charted $IBRX, $NAAS, $TNMG, $NEWT, $PAA, and $PEN collaboratively.
Most losses come from being late.
By the time a tweet is seen, the move is often gone. I share explosive stocks and real-time breakout alerts on WhatsApp while momentum is still building
Stop chasing✅ https://t.co/71FIJIdBXe
Being early changes the game
$PLTR $SOFI $AMD $OPEN tweet
X (formerly Twitter)
Benjamin Hernandez😎 (@HayesStocks) on X
Most losses come from being late.
By the time a tweet is seen, the move is often gone. I share explosive stocks and real-time breakout alerts on WhatsApp while momentum is still building
Stop chasing✅ https://t.co/71FIJIdBXe
Being early changes the game…
By the time a tweet is seen, the move is often gone. I share explosive stocks and real-time breakout alerts on WhatsApp while momentum is still building
Stop chasing✅ https://t.co/71FIJIdBXe
Being early changes the game…
DAIR.AI
The Top AI Papers of the Week (February 2-8)
- A-RAG
- InfMem
- xMemory
- TinyLoRA
- OpenScholar
- Agent Primitives
- Heterogeneous Computing for AI Agent Inference
- Semi-Autonomous Mathematics Discovery with Gemini
Read on for more:
tweet
The Top AI Papers of the Week (February 2-8)
- A-RAG
- InfMem
- xMemory
- TinyLoRA
- OpenScholar
- Agent Primitives
- Heterogeneous Computing for AI Agent Inference
- Semi-Autonomous Mathematics Discovery with Gemini
Read on for more:
https://t.co/h3r7qUeI2a tweet
X (formerly Twitter)
DAIR.AI (@dair_ai) on X
🥇Top AI Papers of the Week