russli1993

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11 gün öncediscuss

Chinese solar technology is multiple generations ahead of US companies. First solar panels have a conversion rate of 17% while longi is 24.8% and demonstrating 26%. First solar should be out of the market without US government subsidies and protectionism.

11 gün öncediscuss

WS 15 is already shipping with latest J20, its trust to weight ratio is above 10.

11 gün öncediscuss

CJ1000A is being certified by 2028. It is equivalent to LEAP engines on fuel burn. WS15 and WS19 are all shipping today and have thrust to weight ratio above 10. CJ2000 is a 35-ton trust, genx fuel burn class engine, on track for 2030.

12 gün öncediscuss

if you look at the price per gb of memory, at today's prices its only equal to 2014. People don't complain about memory prices back then. The reality is modern world just need much more memory. Before 8GB memory was enough, today my 32GB memory is 95% used all the time due to chrome. And my 2TB SSD is filled with 4K HDR videos. This is not counting massive storage needs by datasets, AI models, KV caches, and bandwidth needed for LLM inferencing.

12 gün öncediscuss

US restriction on China is not just GPU, but total blockade of anything semi related all the way from fab equipment to final chips. Same restriction will work on any other country. But it does not work on China. Not only there are astonishing number of crazy smart AI researchers in China, but also the entire semi supply chain, from fab machines to GPU/XPU chips and software ecosystems, is advancing extremely rapidly. China will be the only country where every step of the AI supply chain from materials, fab equipment, lithography, 7nm to 3nm logic fabs, HBM, packaging, photonics, GPU/CPU/XPU, software ecosystem, frontier AI labs, power production and power generation equipment are all within a single country.

13 gün öncediscuss

Maybe software people can get around this issue by not making every app a electron bloat? This is now more than doable now you got AI right? And it will save your job

13 gün öncediscuss

cxmt is also selling their memory similar to the big three. No one hardware company in their right mind will sell their products not as high as possible after you learn how much harder hardware engineer and fab people work for.

13 gün öncediscuss

if demand is too high, the market will adjust by adding supply. If Apple can't take the price of memory, why don't they make memory themselves. Oh no, the technical and manufacturing know-how is a barrier to entry and there is no talent available to make it. That is memory or semi companies' competitive advantages and their pricing power. It also takes Phd degrees to work at hardware companies. You can't have people doing leetcode for 2 months and todo apps and getting into the field and make 300k a year and hardware engineers wih Phds making 100k before this boom. It is long overdue for a rebalance of pricing power between hardware and software companies

13 gün öncediscuss

memory is a commodity is laughable. Then software engineering is even more a commodity, the amount of engineering going into making memory chips the vast majority of people don't understand. There are a lot of software engineers getting this field after leetcoding and copy from hellointerview. Claude can write you an app in 30 minutes. Try build a lpddr5 dram chip in 30 minutes. Manufacturing know how itself is a specialty and barrier to entry.

13 gün öncediscuss

And hyper-scalers, Apple, AI labs all will die if memory makers can't sell to them?

3 ay öncediscuss

Lol, software company execs didn't see this coming. Fire all your experienced devs to jump on Anthropic bandwagon. Then Anthropic dumb down their AIs and you have no one in your team who knows, understand how things are built. Your entire company goes down. Your entire company's operation depends on the whims of Anthropic. If Anthropic raises prices by 10% per year, you have to eat it. This is what you get when you don't respect human beings and human talent.

4 ay öncediscuss

Chargers don't charge at 1.5MW 100% of time. You have grid storage batteries serving as buffer. It can be charged at steady rate by the grid all the time. People need time to drive in and out of the station. The math works out really well.

4 ay öncediscuss

They simply use a few grid storage batteries. Chargers don't charge at 1.5MW 100% of time. You also have people driving in and out of the station. The math works out really well.

4 ay öncediscuss

BYD is shipping both charging stations and cars with blade battery 2.0 first half of 2026. Both economic and premium models can charge from 0 - 97% under 12 minutes. They are also building these charging stations right now and few hundreds are already operational.

4 ay öncediscuss

there needs to be battery chemistry improvements. Otherwise, with existing batteries, charging at these speeds will cause too much heat and shorten battery life span. BYD is offering 1.5MW charging with increased battery lifespan and without increasing the heat dissipation requirements. Another improvement compared to current crop of batteries is charge curve. Charging from 80 to 95%, BYD batteries can handle higher power than current batteries at MAX

4 ay öncediscuss

BYD did not go to specifics about their blade 2.0 battery that enables this, but there has to be battery chemistry and manufacturing advancements. CATL shared some details on their 12C LFP batteries before, they lowered li-ion mobility resistance, increased how the anode and cathode can accept more li-ions at faster rates. Another improvement for blade 2.0 battery is the charge curve is much better. 80 - 90 % can have much higher charging rates.

geçen yıldiscuss

Chinese companies are working euv litho, its coming.