Cast by icetoad.eth

Nintendo is being crowded out directly on the foundry floor of Macronix by: - SpaceX contract for ruggedized NOR flash and eMMC NAND flash memory. Those are actually for low earth orbit satellites, not data centers. - Macronix makes flash components for NXP Semiconductors, who are the leaders in automotive professors. When it comes to AI, those names art public, but what I'm seeing says: "While the individual names of the data center clients are kept confidential under enterprise NDAs, financial analytics indicate where the hardware goes: • Macronix has joined the UCIe (Universal Chiplet Interconnect Express) consortium to develop data center enterprise chiplet packages. • Their data center NOR flash memory is being funneled into the hyper-scale AI server clusters operated by major cloud service providers (the primary buyers of AI infrastructure, such as Microsoft, Google, and Amazon Web Services) to handle secure system boot-ups, data encryption, and AI inference routing."