BullsLab Jay @BullsLab

뻘짓연구소 / Personal Account YT : https://t.co/oSycjFo6bB Seoul, Korea Joined January 2023

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BullsLab Jay @BullsLab

4 days ago

Well, here I am again this year. #COMPUTEX2026

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김기현 @twentyone36

a month ago

삼전 HBM 개발팀 후기네요 ㅋㅋㅋ 이건 좀 너무했다

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BullsLab Jay @BullsLab

3 months ago

@tmvlfqks1985 와... 이게뭐야 감사합니다

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BullsLab Jay @BullsLab

3 months ago

I'm here #GalaxyUnpacked The event will begin in a few minutes. I’m really looking forward to it! @SamsungMobile

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BullsLab Jay @BullsLab

4 months ago

MSI RTX 5090 LIGHTNING Z 32GB Review zod.kr/review/7511522

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Performance, AI, 그리고 배터리까지. CES 2026에서 공개된 Intel® Core™ Ultra Series 3의 CPU와 Intel® Arc™ 내장 그래픽의 획기적인 성능🌠 유튜버 ‘뻘짓연구소’가 직접 체험한 인텔의 CES 2026 현장을 만나보세요! 🕹️ms.spr.ly/6018tNYI4 #인텔 #intel #CES2026 #CES #AI #인텔AI #PantherLake #팬서레이크 #intelInside #인텔코어울트라 #intelCoreUltra #Series3 #intelArc #GPU #뻘짓연구소

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BullsLab Jay @BullsLab

5 months ago

Samsung offered [Galaxy Buds 4 exchange voucher] through its college student program, "Galaxy Crew". Which basically means one thing😀 These wireless earbuds are about to launch!

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BullsLab Jay @BullsLab

5 months ago

Intel invited me over, and I got a first look at the freshly launched Intel Core Ultra Series 3 (Panther Lake) 👀 On paper, this thing sounds like a monster. Strong performance and long battery life—honestly, what more do you want from a laptop? #IntelCoreUltra #IntelCES

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BullsLab Jay @BullsLab

5 months ago

@jukan05 @0xgoodie @elonmusk indeed

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BullsLab Jay @BullsLab

6 months ago

@jukan05 Hynix🤣

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BullsLab Jay @BullsLab

6 months ago

SK Hynix internal analysis ▪ Supply Excluding HBM and SOCAMM, supply bit growth for commodity DRAM is projected to be constrained through 2028. ▪ Production & Inventory While supplier inventories are being depleted to minimum levels, production Capacity is expected to see limited growth compared to previous upturns. ▪ Due to the sharp increase in Server demand, B/G 24% growth expected - Server share: '25 38% → '30 53%, sharp growth expected - DRAM Super-cycle expected due to AI demand surge ▪ General PC DRAM production increase expected to fall short of demand through '28 - For new DRAM FABs, additional capacity expected in '28 due to operational normalization L/T - Supplier inventory levels are declining sharply, and DRAM capacity growth is limited due to new tech transition L/T ▪ '26 PC Shipment expected to maintain similar levels to this year, AI PC market expansion - PC sales expected to remain at similar levels to '25, but DRAM adoption capacity expected to increase due to AI PC expansion - '26 AI PC expected to reach 55% of total PC share ▪ Due to sharp increase in Server demand, B/G 18% growth expected - 36% growth expected for Server eSSD due to AI demand surge - No significant growth expected for Consumer, but QLC product expansion anticipated ▪ IDM companies' major investments focused on Server DRAM/HBM, resulting in relative NAND supply shortage - Plan to respond to demand shortfall with NAND inventory - As a result, inventory levels are expected to drop sharply, with continued upward price pressure expected