Steve Burke
speaker
449 appearances
1 recordings
1 series
first heard Jul 2026
last heard 15 Jul
Steve Burke’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
But if you're a small guy, you're at the greatest risk of going under if you fuck up your cap act.
Yeah, that one is just because the, there's a, Micron does have a technology advantage, so they can make memory that these other guys can't.
HBM is one of them.
Maybe this is, I didn't think about this till now, but maybe there is a very, a small part, I think, but possibly part of an answer to your question of why HBM.
That is something that's,
that other companies are struggling to make successfully in current generations.
Yeah, and CXMT has also struggled with HBM, and they're a new Chinese memory maker that's actually done really well with DDR5.
And so there may be a little bit of a pulling the ladder up after them factor.
Yeah, it's very limited.
There's effectively zero consumer use case.
We don't talk about the bubble bursting, Ed.
Well, that's the thing.
Yeah, so what's crazy is the...
HBM bit demand, I think I first saw this on Semi Analysis, if I remember correctly, when I was at the site.
But the HBM bit demand from NVIDIA was recently projected to exceed all HBM bit demand of all other companies combined from 2025.
Good.
And that's just NVIDIA.
Yeah.
And again, you have more wafer area per bit than with DRAM consumed.
That counts yield losses.
Showing 181–200 of 449 · page 10 of 23
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