I wonder if TSMC has a self-destruct button. I do not think they want CCP to take over those fabs. Agree, this is a worst case scenario, and we need to get at least one TSMC fab in the US.
"Edwin Hubble and Grote Reber — could there be more than a cosmic connection between them, both being astronomers, one optical and the other radio? Yes, it turns out, there is. Around 1900 the Hubble family lived in…
This is how the semiconductor industry used to work - boom bust cycles. The author is probably right that lots of supply will come online at the same time, probably overshooting demand. There’s lots of demand still…
Thanks for posting. Love your stuff!
I came here for the genetics.
It’s not about memorizing. Technical material needs to be used to understand. At least take notes and at best do problems. Keep a google doc or other notebook while you’re reading. Review chapters after you finish them.…
This looks a lot like a face book.
I think you’re very naive as to how revolutionary the discoveries and inventions of Bell Labs truly were. Apple is not doing any fundamental research the way Bell Labs did. Every piece of electronics today uses…
I agree with this. Apple, a huge part of spy, does tens of billions of business outside the US. Most of the rest of the S&P 500 also. Using US GDP as a denominator is faulty when the stocks in the numerator are…
I wonder if TSMC has a self-destruct button. I do not think they want CCP to take over those fabs. Agree, this is a worst case scenario, and we need to get at least one TSMC fab in the US.
"Edwin Hubble and Grote Reber — could there be more than a cosmic connection between them, both being astronomers, one optical and the other radio? Yes, it turns out, there is. Around 1900 the Hubble family lived in…
This is how the semiconductor industry used to work - boom bust cycles. The author is probably right that lots of supply will come online at the same time, probably overshooting demand. There’s lots of demand still…
Thanks for posting. Love your stuff!
I came here for the genetics.
It’s not about memorizing. Technical material needs to be used to understand. At least take notes and at best do problems. Keep a google doc or other notebook while you’re reading. Review chapters after you finish them.…
This looks a lot like a face book.
I think you’re very naive as to how revolutionary the discoveries and inventions of Bell Labs truly were. Apple is not doing any fundamental research the way Bell Labs did. Every piece of electronics today uses…
I agree with this. Apple, a huge part of spy, does tens of billions of business outside the US. Most of the rest of the S&P 500 also. Using US GDP as a denominator is faulty when the stocks in the numerator are…