That there is no perfect defense. There is no protection. Being alive means being exposed; it’s the nature of life to be hazardous—it’s the stuff of living.

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Cake day: June 9th, 2024

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  • Samsung’s troubles become evident with HBM3E. While SK hynix and Micron ramped 8-high and 12-high HBM3E for customers, Samsung struggled to get its 12-high stacks qualified. It reportedly took 18 months and several attempts to meet Nvidia’s quality and performance criteria for HBM3E. By Q3 2025, Samsung had finally cleared Nvidia’s validation, with its 5th-generation HBM3E 12-stack passing all tests.

    Until now, Samsung HBM has appeared only in AMD’s MI300-series accelerators. However, with Nvidia’s certification, the company has agreed to purchase between 30,000 and 50,000 units of 12-high HBM3E for use in liquid-cooled AI servers. Samsung’s HBM3E is also shipping for AMD’s accelerators as of mid-2025.

    A bit reminiscent of their fight against TSMC in the semiconductor fabrication space. If Intel does have return to form (which is a big if), Samsung might once again fight themselves in third place.







  • This flagship chip will reportedly be used only in premium models, like cars made by Hyundai’s sub-brand Genesis.

    Hyundai reportedly chose an 8nm process for its chip due to its cost-effectiveness while still offering comparable performance to 5nm chips. The chip will be used in several cars across Genesis, Hyundai, and Kia brands. The 5nm chip will only be used in high-end cars.

    Seems like a relatively small market, a quick web search suggests Hyundai sold 230 K Genesis brand cars in 2024 (a small number for their 5 nm order). I will speculate that Samsung had to offer Hyundai a very good deal as automotive is a highly competitive, low margin business. I highly doubt they would be willing to pay a premium.

    That being said, it does looks like Samsung is trying to build out a business focusing on older (but still relatively modern) nodes. I wouldn’t be surprised if in the next 5-10 years, 7/8 nm and 5 nm become mainline nodes for many industries that don’t need to be on the leading edge of semiconductor fabrication.








  • A 6 year depreciation schedule seems unrealistically long for a GPU.

    Even in gaming terms (I know this is completely different use case), a 2080S from 2019, a high end SKU, would struggle with many modern games at 1440p and higher. A profession streamer would be unlikely to use a 2080S.

    Then there is the question of incentives. An objective look at American technology and VC suggests they are far closer to criminal organizations than their treatment by media and US institutions would imply. They very much can be expected to engage in what is essentially accounting fraud.


  • The original title “Apple M5 chip smashes Snapdragon X2 Elite in early single-thread benchmarks — single core scores rival Intel’s Core Ultra 9 285K and beat AMD’s 9950X3D, teasing multi-core potential of future variants” is misleading.

    GB6 ST results:

    • Apple M5: 4,263 (MacBook)
    • Snapdragon X2 Elite: 4,080 (the result is likely misleading, as Qualcomm likes to post early results that can never be replicated in real world products, see the first X Elite results)

    That being said 4,263 verses 4,080 is a mere 4.3% uplift, within the margin of error. I don’t how other people approach benchmarks, but I consider anything below 5% to be irrelevant. You want at least high single digit uplift or more realistically double digit uplift to notice a difference.

    Tomshardware recently released a premium subscription. That’s fair, I think the best option is to pay directly for news sources. But, if you want people to pay you directly you must avoid these sort of scam-like, sensationalist headlines and show a measure of respect for your paying audience.