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CXMT Surpasses 90% DDR5 Yield, Challenges Industry Giants
(www.techpowerup.com)
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this post was submitted on 14 Aug 2026
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Technology
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Apple is about to pop the AI bubble with this and indirectly save the PC build market.
They seem to have had the foresight to realize that this tech will quickly move to edge devices.
Hard to say, cuz they were kinda pre-committed to this strategy by always casting themselves as the more private option (vs Google) and eagerly adopting unified memory and heterogeneous SoCs.
I do think they kind of lucked into it by focusing on SoC and unified memory before LLMs got big, and now they are really well positioned for running local models like Qwen.
Coral and others had this figured out before Apple. Not to downplay the significant effect they will have, but it was clear from the first little text and image classification pop after deep dream that the technology would bifurcate into little ml that runs on phones and computers and big ml that they use to trade watt hours in rural areas.