@innospace

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ λ‚¨νŽΈ 그리고 μ•„λ“€,λ”Έ μ•„λΉ . 🚘Tesla MY. πŸš΄πŸƒ πŸŠβ€β™‚οΈπŸŒβ€β™‚οΈπŸ’―.

 Oregon, USA
Joined June 2009
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κ·Έλ…€μ˜ 선택적 기얡법...
ν˜€@_virtualreality4h
Replying to @innospace
μ™œμ§€κΈˆ μ•Œλž΄μ€Œ?
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μ½”μŠ€νŠΈμ½” 뉴델리 μ•„μ΄ν…œ μ–‘κ°ˆλΉ„ ν˜Έμ£Όμ‚° 램 μ‹ μƒν’ˆ μš”μƒˆ 많이 λ‚˜μ˜€λ„€.
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KCC 맀수 μ‚¬μ΄λ“œπŸš”
ν˜€@_virtualreality11h
Replying to @innospace
λ‚΄κ°€ 60μΈ΅λŒ€μ—Ώλ˜κ±°κ°™μ€λ° λ‚¨νŽΈμ΄λž‘ λΉ„μŠ·ν•˜κ²Ÿλ‹Ή
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데자뷰
Neo 𝕏
@innospaceJun 25
ν•œ μ–˜κΈ° 또 ν•˜κ³  ν•œ μ–˜κΈ° λ˜ν•˜κ³  ν•œ μ–˜κΈ° 또 ν•˜κ³  #μš°μ„ μ£Ό
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λŒ€μ²΄ λͺ‡μΈ΅μ— κ³„μ‹ κ²λ‹ˆκΉŒ ν˜€νŽΈλ‹˜.. @_virtualreality
ν˜€@_virtualreality12h
Replying to @innospace
λ§ˆμ΄λ„ˆμŠ¨λ°μš”?πŸ₯Ή λ‚¨νŽΈκ³„μ’Œμ—λ„ λ§ˆμ΄λ„ˆμŠ€κ°€ μžˆμ–΄β€¦.kccγ…‹γ…‹γ…‹γ…‹γ…‹γ…‹γ…‹γ…‹γ…‹γ…‹γ…‹
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μ•Œκ³ λ¦¬μ¦˜μœΌλ‘œλΌλ„ λ³΄μ‹œλ©΄ 연락 λΆ€νƒλ“œλ¦½λ‹ˆλ‹€. μ•Œκ³ λ¦¬μ¦˜μš© #KCC @_virtualreality #ν•œλ―Έλ°˜λ„μ²΄ #λ ˆλ²„λ¦¬μ§€μ€‘λ… #μ–‘μžμ»΄ #μ•„μ΄μ˜¨ν
ν˜€@_virtualreality12h
Replying to @innospace
여보 λ³΄κ΅¬μž‡μ§€?
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5λ…„ μ΄μƒμ˜ LTA라.. 이제 그만 μΈμ •ν•˜κ³ , 그만 μ’€ μ§•μ§•λŒ€λΌ. λ¨ΈμŠ€ν¬λ“  μ• ν”Œμ΄λ“ ...
Jukan
@jukan0512h
SK HYNIX: - HAS SIGNED LTAS WITH 14 MAJOR CUSTOMERS, INCLUDING LARGE GLOBAL CSPs. - THE STANDARD CONTRACT TERM IS FIVE YEARS, WITH DISCUSSIONS UNDERWAY WITH SOME CUSTOMERS TO EXTEND EXISTING CONTRACT TERMS. - PRICING GENERALLY REFLECTS MARKET CONDITIONS WITHIN A RANGE AGREED UPON WITH EACH CUSTOMER. - THE AGREEMENTS INCLUDE DEPOSITS AND OTHER MECHANISMS TO ENSURE CONTRACT FULFILLMENT. - VOLUMES CURRENTLY SECURED UNDER LTAS ACCOUNT FOR MORE THAN 50% OF TOTAL CAPACITY IN EACH OF 2027 AND 2028.
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μ• ν”Œ μƒˆ CEO μ‘΄ ν„°λ„ˆμŠ€λŠ” "HWλΆ€λ¬Έ μˆ˜μ„ 뢀사μž₯" μΆœμ‹ . @johnternus 그런데 아이폰 λ“€μ˜€ λ””μŠ€ν”Œλ ˆμ΄ μ‚¬νƒœμ˜ 원인은 μ ‘νž λ•Œ 경첩역할을 ν•˜λŠ” νžŒμ§€λΌλŠ” "HW λΆ€ν’ˆ". μ• ν”Œμ΄ νžŒμ§€λ₯Ό μ„€κ³„ν•˜κ³  ν˜‘λ ₯사 νŒŒμΈμ— ν…μ€ μŠˆνΌμ„μΌ 뿐. μ˜¬ν•΄ νƒ€μž„μ§€ μ„ μ • 졜고의 발λͺ…은 "μ‹€νŒ¨"λ‹€.
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일둠 머슀크 말이 개λ»₯μ΄λΌλŠ” 증거죠… μŠ€μ—‘μ—μ„œ μ•„ν΄λ‘œ μ£Όκ΄€ν•˜μ— 400μ–΅ λ‹¬λŸ¬λ₯Ό capexλ₯Ό μœ„ν•΄ μ‘°λ‹¬ν–ˆλ‹€κ³  ν•˜μ£ ? μ–Όλ§ˆλ‚˜ λ˜₯쀄이 νƒ€κ² μŠ΅λ‹ˆκΉŒ. 이자 높은 돈 λΉŒλ ΈμœΌλ‹ˆ 빨리 μΉ© μ‚¬μ„œ μ…‹νŒ…ν•΄μ•Όν•˜λŠ” 데 λ©”λͺ¨λ¦¬ 3사 μ½§λŒ€λŠ” λ†’μ•„μ„œ μ € 뒀에 μˆœμ„œλŒ€λ‘œ μ€„μ„œλΌκ³  ν•˜λ‹ˆ μ—΄ 받은 κ·Έκ°€ μ¦κ²¨μ“°λŠ” μ—‘μŠ€μ—μ„œ λ©”λͺ¨λ¦¬3사 fud, λ„€μ˜€ν΄λΌμš°λ“œ fud λ‚ λ €μ„œ μšΈν™”ν†΅ ν„°λœ¨λ¦° κ±°μ£ . 일둠이 μ•„λ‹ˆλΌ λ§ˆμ§„λ‘ (margin loan)이라고 ν•΄μ•Όκ² μŠ΅λ‹ˆλ‹€.
Serenity
@aleabitoreddit23h
Oh look… more memory durability evidence for $MU and co. Following the news of $GOOGL, other CSPs such as Alibaba, Tencent, Bytedance, and are now negotiating memory LTAs with $SKHY and Samsung. Some customers are reportedly pushing for 10 year contracts as well, into 2035. β€œAs U.S. companies move to secure memory supplies first, Chinese tech giants are joining the race.” Source: Maeil News Don't you think it's a bit strange for your hyperscalers (especially Chinese big tech) to seek LTAs 10 years out… If there's claims of CXMT + YMTC DRAM/NAND overflooding in 2028-2029?
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μœ μž¬μ„ μ•ˆν‹° λ°•κ΅°
λ°•κ΅°πŸ«†@ParkMusk23h
Replying to @innospace @Lockyjoon
κ³±κ²ŒλŠ” λͺ» μ£½λŠ”λ‹€ μ €κ±°~
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νŠΈμΉœλ“€ 건강 μƒκ°ν•΄μ£ΌλŠ” μš°λ¦¬ν˜• πŸ₯²
포비
@minos95Oct 27
μ–˜λ”λΌ 내일은 νŒ¨λ”© μž…μ–΄λΌ 슬슬 μŒ€μŒ€ν•΄μ§„λ‹€ πŸ₯Ά
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μˆ˜μš” κ±±μ • ν•˜μ§€λ§κ³  곡급 κ±±μ • ν•˜λΌκ³  ν•΄μ§Έ?
ν’€λ ˆ πŸ›°
@fulllleverageOct 26
이둜써 결둠은 일둠이 λŒ€λ†“κ³  μ•Œλ €μ€¬λ‹€λŠ”κ±° λ©”λͺ¨λ¦¬ 병λͺ©μ€ μ‰½κ²Œ λλ‚ κ²Œ μ•„λ‹ˆλ©° 쀑ꡭλͺ½μ€ μ§„μ§œ κΏˆμ΄μ˜€κ³  μ‚Όμ „λ‹‰μŠ€λŠ” λ©”λͺ¨λ¦¬λ₯Ό μ§„μ§œ λΉ„μ‹Έκ²Œ νŒ”μ§€λ§Œ 쀄선 μ‚¬λžŒ μ²œμ§€ μ‚κΉŒλ¦¬
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xitter.cf/jukan05/status/2114979…
Jukan
@jukan05Oct 27
KOREAN MEDIA: MAJOR CHINESE CLOUD SERVICE PROVIDERS (CSPS), INCLUDING ALIBABA, TENCENT, AND BYTEDANCE, HAVE REQUESTED LONG-TERM SUPPLY AGREEMENTS (LTAS) FOR SERVER MEMORY FROM SAMSUNG ELECTRONICS AND SK HYNIX. BEYOND THE TYPICAL THREE-TO-FIVE-YEAR TERM, SOME CUSTOMERS ARE SEEKING ULTRA-LONG-TERM CONTRACTS SECURING MEMORY SUPPLIES FOR 10 YEARS THROUGH 2035. THE REQUESTED LTAS COVER DDR5 AND LPDDR5.
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일둠이 μ—΄μ‹¬νžˆ FUD λ‚ λ ΈλŠ” 데, λ„€μ˜€ν΄λΌμš°λ“œλ“€ λ’€μ§ˆ 것 같지가 μ•Šλ„€. cxmt도 10λ…„ λ™μ•ˆμ€ 쀑ꡭ λ¬ΌλŸ‰ λŒ€λŠλΌ μ• ν”Œμ΄λž‘ μŠ€μ—‘/슬라 쀄건 μ—†λŠ” κ±° κ°™κ³ . ν…ŒλΌνŒΉ λ―ΏλŠ”λ‹€κ³ ? 넀바닀도 νŒŒλ‚˜μ†Œλ‹‰ν•œν…Œ λ§‘κ²¨μ„œ 겨우 λŒλ¦¬λ©΄μ„œ... ν–‰μš΄μ΄λ‚˜ λΉŒμ–΄μ€˜μ•Ό...
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μ  μŠ¨ν™©μ΄ μƒκ°ν•˜λŠ” μ΄μ œκΉŒμ§€μ™€λŠ” λ‹€λ₯Έ λ˜‘λ˜‘ν•œ μ‚¬λžŒμ˜ μ •μ˜. 아이λ₯Ό ν‚€μš°λŠ” λΆ€λͺ¨λ‘œμ„œ 생각이 μ°Έ λ§Žμ•„μ§„λ‹€. μ‚¬λžŒλ“€μ΄ 뭘 μƒκ°ν•˜λŠ”μ§€λŠ” 저도 μ•Œμ•„μš”. λ˜‘λ˜‘ν•˜λ‹€λŠ” 게 지λŠ₯이 λ†’κ³ , 문제λ₯Ό 잘 ν’€κ³ , 기술적으둜 λ›°μ–΄λ‚œ 거라고듀 ν•˜μ£ . 근데 μ „ 그건 이제 흔해빠진 λŠ₯λ ₯(commodity)이라고 λ΄μš”. 그리고 AIκ°€ κ·Έ 뢀뢄을 제일 μ‰½κ²Œ μ²˜λ¦¬ν•œλ‹€λŠ” κ±Έ μš°λ¦¬κ°€ 곧 증λͺ…ν•  κ±°κ³ μš”. λ‹€λ“€ μ†Œν”„νŠΈμ›¨μ–΄ ν”„λ‘œκ·Έλž˜λ°μ΄ κ°€μž₯ λ˜‘λ˜‘ν•œ μ‚¬λžŒλ“€μ΄ ν•˜λŠ” 직업이라고 μƒκ°ν–ˆμž–μ•„μš”. 근데 AIκ°€ 제일 λ¨Όμ € ν•΄κ²°ν•˜κ³  μžˆλŠ” 게 뭐죠? λ°”λ‘œ μ†Œν”„νŠΈμ›¨μ–΄ ν”„λ‘œκ·Έλž˜λ°μ΄μ—μš”. κ²°κ΅­ λ˜‘λ˜‘ν•¨μ˜ μ •μ˜λŠ” μ‚¬λžŒλ“€μ΄ μƒκ°ν•˜λŠ” κ±°λž‘ μ•„μ£Ό λ‹€λ₯΄λ‹€λŠ” 게 λ“œλŸ¬λ‚œ κ±°μ£ . μž₯기적으둜 μ œκ°€ μƒκ°ν•˜λŠ” λ˜‘λ˜‘ν•œ μ‚¬λžŒμ€, 기술적인 감각과 인간적인 곡감 λŠ₯λ ₯이 κ²ΉμΉ˜λŠ” 지점에 μžˆλŠ” μ‚¬λžŒμ΄μ—μš”. 말둜 λ“œλŸ¬λ‚˜μ§€ μ•Šμ€ 것, λͺ¨ν‰μ΄ λ„ˆλ¨Έμ— μžˆλŠ” 것, μ•Œ 수 μ—†λŠ” 것듀을 μΆ”λ‘ ν•΄λ‚Ό 수 μžˆλŠ” λŠ₯λ ₯을 가진 μ‚¬λžŒμ΄μš”. λͺ¨ν‰μ΄ λ„ˆλ¨Έλ₯Ό λ³Ό 수 μžˆλŠ” μ‚¬λžŒμ΄ μ§„μ§œ λ˜‘λ˜‘ν•œ μ‚¬λžŒμ΄κ³ , κ·Έ κ°€μΉ˜λŠ” μ—„μ²­λ‚˜λ‹€κ³  μƒκ°ν•΄μš”. κ·Έλƒ₯ λΆ„μœ„κΈ°(vibe)κ°€ λŠκ»΄μ§„λ‹€λŠ” 이유만으둜 λ¬Έμ œκ°€ 터지기 전에 미리 λŒ€μ‘ν•  수 μžˆλŠ” κ±°μ£ . κ·Έ 감은 데이터, 뢄석, 제1원칙 사고, μ‚΄λ©΄μ„œ μŒ“μ€ κ²½ν—˜, μ§€ν˜œ, 그리고 λ‹€λ₯Έ μ‚¬λžŒλ“€μ„ μ½μ–΄λ‚΄λŠ” 감각이 ν•©μ³μ Έμ„œ λ‚˜μ˜€λŠ” κ±°μ˜ˆμš”. μ €λŠ” 그런 감각이 μ•žμœΌλ‘œμ˜ λ˜‘λ˜‘ν•¨μ˜ μ •μ˜κ°€ 될 거라고 λ΄μš”. 그리고 그런 μ‚¬λžŒμ€ SAT μ μˆ˜λŠ” ν˜•νŽΈμ—†μ„ μˆ˜λ„ μžˆκ³ μš”.
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λ‚˜λŠ” 당일 ν˜„μž₯μ—μ„œ μ†Œλ°©κ΄€λ“€μ„ λ΄€λ‹€. κ·Έ 뢄듀은 μƒμ‚¬μ˜ κ°ˆλ¦ΌκΈΈμ—μ„œ 맑은 λ°” μ†Œμž„μ„ λ‹€ν–ˆμœΌλ‹ˆ, 법을 λ‹€λ£¨λŠ” μžλ“€λ„ λΆ€λ”” 생사λ₯Ό κ±Έκ³  μ†Œμž„μ„ λ‹€ ν–ˆμœΌλ©΄ ν•œλ‹€. youtu.be/WIpJZR1cobg?si=s88M…

μ”© μ›ƒλ”λ‹ˆ λ°”λ‹₯에 기름 콸콸…역삼 λ°©ν™” μˆœκ°„ CCTV / μ—°ν•©λ‰΄μŠ€TV (YonhapnewsTV)

[액컀]μ„œμšΈ 강남ꡬ 역삼동 μ—°μ‡„λ°©ν™”λ²”μ˜ λ²”ν–‰ μˆœκ°„μ΄ λ‹΄κΈ΄ CCTVκ°€ κ³΅κ°œλμŠ΅λ‹ˆλ‹€.사무싀 μž…κ΅¬μ— μΈν™”λ¬Όμ§ˆμ„ μŸμ•„ λΆ“...

youtube.com
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The process of passing Samsung's RTS(Reliability Test System) is extremely tough. Apple probably couldn't delay the launch, not with a new CEO just stepping in.
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μ΄λ²ˆμ—(X) 내년에(O)
λ°•κ΅°πŸ«†@ParkMuskOct 26
μ΄λ²ˆμ— μ „λ©΄70%, μΈ‘ν›„λ©΄40%둜 ν• κ±°μž„~
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자기λ₯Ό λ°©ν•΄ν•˜λŠ” 이듀을 μ–Όλ§ˆλ‚˜ 지μ˜₯으둜 잘 λ°€μ–΄λ–¨μ–΄λœ¨λ¦¬λŠ” νƒμš•μŠ€λŸ¬μš΄ 일둠의 행보λ₯Ό λ³΄λ‹ˆ νŒ€ 쿑보닀 더 μ§•κ·ΈλŸ¬μšΈ λ“― ν•˜λ‹€. μŠ€νŽ˜μ΄μŠ€μ—‘μŠ€μ‹œ(SpaceXSI) 풀둱이닀.
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γ…‡γ„±γ„Ήγ…‡ ?
Alis volat propriis
@Alisvolatprop12Oct 26
400μ–΅ λ‹¬λŸ¬ μ‘°λ‹¬ν•΄μ„œ λ©”λͺ¨λ¦¬ μ’€ μ‚¬λ³ΌκΉŒ~ ν•˜κ³  슬슬 견적 λ³΄λ‚΄λ³΄λŠ” 데, μ–Όλ§ˆ 전에 λΉ„ν•΄ 가격이 λ„ˆλ¬΄ λ›°μ–΄μ„œ μƒκ°ν–ˆλ˜ λ©”λͺ¨λ¦¬ λͺ» μ‚΄ 것 κ°™μœΌλ‹ˆκΉŒ 열이 받은 κ±°λ„€...
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