{"id": "ben_bajarin", "name": "Ben Bajarin", "kind": "person", "bio": "", "updated_at": "2026-10-16", "source": "Hourahead /p/ben_bajarin", "claims": [], "threads": [{"object": "cxmt", "title": "长鑫存储", "headline": "Ben Bajarin 称内存争议要看一线从业者而非旁观者，引用群联 CEO 否认 CXMT 内存恐慌为市场鬼故事", "published_at": "2026-10-16T00:38:13.000Z", "source_url": "https://x.com/BenBajarin/status/2110893040055578972", "role": "KOL"}, {"object": "intel", "title": "英特尔", "headline": "Ben Bajarin 判断 Intel 用四张 160GB D-series GPU 加 Xeon 支持 Meta Muse Spark Open 816B 模型比表面更具战略意义", "published_at": "2026-10-15T20:44:42.000Z", "source_url": "https://x.com/BenBajarin/status/2110834272919761165", "role": "KOL"}, {"object": "tsmc", "title": "台积电", "headline": "Ben Bajarin 发布 TSMC 财报笔记，交叉 WFE 模型、CPU 评论与电力检查", "published_at": "2026-10-15T17:44:40.000Z", "source_url": "https://x.com/BenBajarin/status/2110788966165430730", "role": "独立研究者"}]}