Friday, November 14
Daily News Stuff 14 November 2025
Tree Turkey Edition
Tree Turkey Edition
Top Story
- The three big memory chip makers - Micron, Samsung, and SK Hynix - have two messages for you: First, things are going to get worse before they get better, and second, they never said anything about things getting better. (Tom's Hadware)
AI server deployments are eating all available memory production sending prices soaring for everyone else, and the big three have already committed to $54 billion in factory expansion.
Despite the supply crunch they are loath to commit more funds right now, because there used to be a lot more memory producers and the reason there are only three survivors is because of the bust that came after the last bubble burst.
- Meanwhile Elon Musk's companies are looking to expand their own semiconductor production facilities. (WCCFTech)
Currently Tesla has a PCB plant in Texas, and is building out an advanced packaging facility - working with bare dies to create tightly integrated modules - to come online next year.
Longer term the group is looking at building its own chipmaking facilities, but that just shifts the bottleneck from TSMC to ASML, the one company in the world that makes leading edge chip fabrication equipment.
Tech News
- They stuck the landing: On the second launch window, New Glenn sent the Escapade mission on its way to Mars and then successfully landed on Blue Origin's drone ship. (Tech Crunch)
Good to see.
- Netflix is now streaming casual party games. (The Verge)
I've already cancelled my subscription, which makes it hard to show them how I feel about this.
- Want faster networking but have a laptop with only wifi, or at best wired gigabit Ethernet? Qnap has you covered. (Notebook Check)
The Qnap QNA-UC25G2SF is a USB4 (or any USB-C port) adapter that offers not one, but two 25Gb Ethernet ports.
No, not 2.5. Ten times that.
It's kind of chunky and costs a lot more than, say, a dual 40Gb PCIe card (which you can pick up for $40 if you shop around), but if you don't have a PCIe slot you don't have a ton of options.
- Chinese hackers used Anthropic's AI to automate cyberattacks. (MSN)
Yay.
- Programming the Commodore 64 with Microsoft .Net. (RetroC64)
No.
Just... No.
- Bought a turkey. It's defrosting in the fridge right now, set to become Sunday dinner. Unless I fail spectacularly somehow, which I probably won't given I've roasted at least a hundred chickens and one duck without such a mishap.
Musical Interlude
Disclaimer: It do be like that, except when it don't.
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