
Episode 4: Backside Power and CXL
Transistor Radio
00:00
Semi Conductors - The Highest Capacity Utilization Ever?
Dillon: I'm getting really humbled by the history side of things, doing a history dive. It's like, well, the highest capacity utilization ever. But also, very different, dram, price collaps 75 %. This round, i do not think memory is going to do the crazy implosion that it almost always does in like memory is, nine times out of ten, the culprit. They donna really like the the the memory olagople continues to ato to win.
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