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Trade Whisperer
@TradexWhisperer
Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214. Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
加入 February 2012
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Apple may have no choice but to buy older, bigger footprint LPDDR from China. Here's why. In 2027 AMD, Qualcomm & NVIDIA are now bidding for the same mobile memory that goes into your iPhone. $AMD EPYC Verano server CPUs adopt LPDDR5X on SOCAMM2 (2027). $QCOM AI200/AI250 carry 768GB of LPDDR per card (HBC) $NVDA Vera CPUs attach massive LPDDR5X via SOCAMM2 in Vera Rubin racks. "One of the most promising developments is Low Power Double Data Rate 5X (LPDDR5X) memory deployed using the recently JEDEC approved Small Outline Compression Attached Memory Module (SOCAMM2) form factor, which promises to combine the proven power efficiency of LPDDR5 mobile memory with the modularity and serviceability required in server environments." -An Excerpt from AMD Article
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