AppendixZero @AppendixZeroAI
Tracking AI, semiconductors and emerging technologies Joined February 2025-
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@teortaxesTex Undisclosed paid promos are hardly unique to Kimi. Other AI labs do this too, and it's been pretty common for a while now. I get the criticism, but the way Kimi is being singled out feels a bit unfair.
@SemiconductorsX So CXMT can't even meet domestic demand, and some people actually thought they were going to slash prices lol
@jukan05 Micron calling 4F² DRAM a dead end after 20 years of research, just as CXMT is pushing ahead with it, is quite something. Samsung and SK hynix are exploring it too. Either Micron knows something the others don't, or this slide won't age well.
Samsung, SK Hynix reportedly upgrading China NAND fabs to fend off YMTC amid softening US stance digitimes.com/news/a20261021…
China's YMTC targets 9,600 MT/s with 4F² DRAM design digitimes.com/news/a20261015…
Les 19 milliards, c’est le bénéfice net de CXMT, pas son chiffre d’affaires 😅 Certes, ils sont encore loin des trois géants, mais leur part de marché est passée de 4 à 10 % en un an. Pas besoin d’avoir les mêmes capacités de production que Micron ou Samsung pour commencer à peser sur les prix et leurs marges.
@jukan05 The irony is that CXMT’s 4F² may be a way to extend DUV scaling, not evidence it has leapfrogged Samsung or SK hynix. Both are already developing 4F². Until CXMT proves competitive yields and cost/bit at scale, the market reaction seems excessive, especially given its HBM gap.
Faut quand même rappeler qu’une bonne partie de la recherche IA américaine repose sur des chercheurs chinois passés par Tsinghua, des Indiens et des talents venus du monde entier mdr. La vraie force de la Silicon Valley, c’est surtout sa capacité à attirer les meilleurs chercheurs de la planète.
CXMT is world’s most profitable memory company electronicsweekly.com/news/business/…
Bah honnêtement, ils sont fortement influencé par les labs opensource chinois, Ils ont repris une attention très proche du MLA de DeepSeek, utilisent explicitement le GRPO de DeepSeekMath pour Magistral, et reprennent aussi plusieurs idées de DAPO de ByteDance pour stabiliser le RL.
@kimmonismus It’s Golden Week in China right now, one of the country’s biggest holiday periods. Most Chinese labs are much quieter this week, so the lack of GLM/DeepSeek/Kimi news isn’t really surprising.
Une cata, je t'aime bien mais c'est la première fois que je déteste une de tes vidéos. Tu es trop caricaturale, tu ne connais pas ton sujet. Toute la vidéo repose sur une fausse équivalence : universalisme chrétien = mêmes devoirs envers tout le monde. Sauf que Thomas d’Aquin dit explicitement qu’en matière civique on doit préférer ses concitoyens. Le Catéchisme parle lui-même d’« amour de la patrie », de défense du pays et autorise l’État à conditionner l’immigration au bien commun. Tu ne démontres pas une contradiction du christianisme : tu démontres une contradiction avec la définition nietzschéenne que tu lui imposes.
Beyond ASML: China rethinks EUV race with light-source strategy digitimes.com/news/a20260924…
@IvanLandabaso Misleading claim , you could have spent three minutes searching on ChatGPT to realize that you're missing out on all the Chinese startups.
ur luna ✨ @luunadriftwoody
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