NOR

NOR flash memory: slower and pricier per bit than NAND, but reads instantly, so it's used for code storage in autos and industrial gear.

Predictions & track record (2)

• Awaiting grading Nvidia's real moat is software, not silicon. Can AI coding tools crack it in a year?Grade around mid-2027 whether Huawei's chip software ecosystem (DeepSeek's compiler and TileLang tooling) has closed the gap with CUDA as Wenfeng predicted, and whether Nvidia's China-exposed growth underperformed as a result.
• Awaiting grading SK hynix denies buying Intel's Ohio fab, but doesn't rule out a joint ventureCheck in the coming months whether SK hynix and Intel announce a joint venture or acquisition deal for the Ohio site.

4 related posts

• Watch Samsung and SK hynix's 3D IC Caution Is Really About HBM Eating All Their Bandwidth Jukan (@jukan05) · 2026-07-25
• Watch Trump Says Xi and Putin Both Promised No Weapons to Iran. Neither Confirmed It Donald J. Trump (@realDonaldTrump) · 2026-07-24
• Bear Nvidia's real moat is software, not silicon. Can AI coding tools crack it in a year? Jukan (@jukan05) · 2026-07-23
• Watch SK hynix denies buying Intel's Ohio fab, but doesn't rule out a joint venture Jukan (@jukan05) · 2026-07-22