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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: ggersh who wrote (202303)	10/26/2023 6:40:07 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217592

Re <<successful launch>> am guessing that Micron / Samsung lost a chunk of their market on permanent basis, OTOH, and otoh, the launch done without fanfare, and had to be revealed by folks who dissect, iow, news flow from original sources gone dark, for AI, supercomputing, Huawei Kirin 9000s, and now memory chip All eyes on what TechInsights tell us next :0) techinsights.com A NAND Memory Market First TechInsights has discovered the world's most advanced 3D NAND memory chip in a consumer device, and in a surprise technology leap, it comes from YMTC – China’s top 3D NAND manufacturer. 3D NAND memory is an essential component for high-performance computing (HPC) such as artificial intelligence (AI) and machine-learning. 3D NAND memory represents the bleeding edge of memory chip design, and is critical for high-performance, high-bandwidth computing such as AI. This is the first quad-level cell (QLC) 3D NAND die with more than two hundred active word lines that TechInsights has seen. Figure 1: Image of YMTC 232L QLC Die. TechInsights, 2023. The 232-layer QLC 3D NAND die manufactured by YMTC (Figure 1), was found in the ZhiTai Ti600 1TB solid state drive (SSD) which was launched in July 2023 without much fanfare (Figure 2 and Figure 3). This new QLC die has the highest bit density seen in a commercially available NAND product at 19.8 Gb/mm2. Key takeaways from this discovery include: YMTC proved again the merits of the Xtacking Hybrid Bonding technology they developed for 3D NAND TLC and QLC applications. BSSC technology adopted for Xtacking3.0 232L realized yield and performance improvements, and cost reduction as well. YMTC is quietly developing advanced technology despite being hampered by issues following sanctions including limiting the company from supplying parts to Apple for China-based iPhones and being placed on the United States’ entity list. The recent memory downturn, as well as many memory manufacturers focused on cost saving measures, may have provided YMTC an opportunity to pull ahead with its higher bit density 3D Xtacking NAND. This discovery usurps Micron and Intel (Solidigm) who are also developing 232-layer QLC 3D NAND devices. It should be noted that Samsung is not developing QLC on its 236-layer (V8) 3D NAND because its current strategy is to focus on the V9 3D NAND TLC and QLC. However, at Samsung’s Memory Tech Day last week, the company announced the first QLC product targeting the mobile market, a 512GB UFS 3.1 product with 176-layers (V7) technology. SK Hynix is mostly focused on TLC devices rather than QLC products. Like the innovation revealed by TechInsights in the Huawei Mate 60 Pro’s HiSilicon Kirin 9000s processor (which used SMIC 7nm (N+2) process) evidence is mounting that China’s momentum to overcome trade restrictions and build its own domestic semiconductor supply chain is more successful than expected. Figure 2: ZhiTai Ti600 1TB SSD product front image. TechInsights, 2023. Figure 3: ZhiTai Ti600 1TB SSD product back image. TechInsights, 2023. For more information, login to our Special Content on this big development.

To: ggersh who wrote (202303)	10/26/2023 8:04:40 PM
From: TobagoJack	Read Replies (2) \| Respond to of 217592

curation for my day AltNews something about California, and Belt & Road MSM

To: ggersh who wrote (202303)	10/27/2023 4:56:34 AM
From: TobagoJack	1 Recommendation Recommended By ggersh Read Replies (1) \| Respond to of 217592

following up to daytime curation Message 34461370 , a nightcap, and watch (i) Denys excited for imminent victory of Ukraine backstopped by Team USA, (ii) Dima & Weeb Union both terrified by the setup for what might happen, (iii) Something about 2028, in between 2026 and 2032 (iv) Smoothie conducting first interview, and (v) How SBF is NOT guilty, just like how OJ Simpson (John Corzine never prosecuted) was NOT guilty (vi) Finally, stuff to fire the imagination, to better set up dreamscape supposed Team USA shall de-link from Team China w/I 5 years, putting timeline at 2028, smack dap in between 2026 - 2032 watching these below to go to sleep, works every time, taking non more than 10 min, no matter what time of night ...