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To: Pravin Kamdar who wrote (72510)11/20/2025 8:14:04 PM
From: neolibRead Replies (1) | Respond to of 73123
 
EETimes on the memory pain issue:

eetimes.com



To: Pravin Kamdar who wrote (72510)11/20/2025 8:16:28 PM
From: neolibRespond to of 73123
 
6-9 months will also provide some clarity (I think) on how the Chinese are coping on the semi side. Will their HBM efforts and 5nm or sub 5nm logic pushes be working or not? If Huawei can crank volume on their Ascend line in near 5nm node and they have plentiful supply of HBM, then China can ramp AI compute as fast as they like.


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