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Recent content by Marees

  1. M

    The Subscription Economy in America is Collapsing...

    also day & date is on its way out from the "mainstream" tiers
  2. M

    The Subscription Economy in America is Collapsing...

    new gamepass plans without xcloud & separate xcloud packages leaked. still only a rumour stage
  3. M

    Microsoft putting hourly limits on Xbox Cloud Gaming starting in November 2026

    they want to massively increase cloud gaming but first stop the 50% subsidy that is happening right now need to wait & watch the pricing for additional (pay-as-you-go) cloud streaming bundles. apparently the bundles are true pay as you go & will not have an expiry time . you don't need a game...
  4. M

    GPU prices — is the worst behind us ?

    would be interesting to see break-up specific models (& price) maybe consumers see some value in certian specific models !?
  5. M

    Microsoft putting hourly limits on Xbox Cloud Gaming starting in November 2026

    I’ve previously estimated the cost of a single streaming hour at around $0.45. But based on the 2022 data leak, we know that the average revenue has fluctuated around $0.22 per hour, or about half. https://superjoost.substack.com/p/the-end-of-cheap-compute I was recently told by Microsoft...
  6. M

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    CXMT DRAM Capacity Reportedly Sold Out Through 2027 as Major OEMs Fight For Supply Published One month ago by Hilbert Hagedoorn According to a DigiTimes report, the company's production capacity has effectively been booked through the end of 2027, leaving limited availability for additional...
  7. M

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    JPMorgan expected memory shortages to persist for another two years, estimating that roughly 300,000 additional monthly wafer starts of DRAM capacity and 45,000 of NAND would be needed for the market to bring supply and demand back into balance by 2028. UBS projected the global DRAM market...
  8. M

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    yes, opinion also how it seems to be playing out. as long as the AI Bubble doesn’t go bust, CXMT will be focussed on AI Data Centres rather than client
  9. M

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    the conclusion is correct. China is absorbing all domestic demand right now it is hopium that they can supply meaningfully to the international market
  10. M

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    yes, sir. what is the implication ????
  11. M

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    it is a command economy. they are pretty good at directing capital where they want to go. ex: solar, EV, HSR etc. they are not afraid to pop bubbles like real estate too. but it is all driven from the top. in the sense the govt may not directly fund this but full state support including...
  12. M

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    when will memory prices start to decrease erek ??
  13. M

    DRAM Pricing Jumps 50%, Only 70% of Orders Getting Filled

    transcript / TLDR ??
  14. M

    storage situation to ease starting H2 2027

    to clarify: other stuff like CPU / GPU, you can divert production to data centre rather than client but can't do that for storage (or mother boards)
  15. M

    storage situation to ease starting H2 2027

    memory price will take longer to decrease. storage production is scaleable. plus you can’t sell storage alone. you need to sell the entire system PC/laptop/mobilephone which includes memory. the budget industries have been demolished due to high memory prices. so storage demand has reduced /...
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