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B
One of the things that declines as a node matures is the frequency of interventions in the process to correct some issue. It's a bit...
Today at 1:51 PM
B
Node cost has to be lower by the 5 year point in Intel's financial engineering model because by then it will be producing ~$50 chipsets...
Yesterday at 5:35 PM
B
This is like asking what will the price of bread be next year, the correct answer is, it depends.
The electronics industry is still...
Yesterday at 11:36 AM
B
YMTC and SMIC should open fabs in the US, this appears to be the "golden road" (not a certainty but helpful) to avoid the blacklist...
Yesterday at 10:38 AM
B
On the topic of corruption: There is a specific flavor to Federal government United States corruption. Corruption with US...
Friday at 4:05 AM
B
"20% growth in output"...it's mostly a price increase...
Friday at 3:09 AM
B
Totally agree with your analysis of the situation, and would add a few things:
-5000% price increase should incentivize investment from...
Thursday at 3:11 AM
B
http://www.businesskorea.co.kr/news/articleView.html?idxno=100764
Korea’s Reliance on Chinese Semiconductor Raw Materials Surges...
Thursday at 2:41 AM
B
China producers filling the void in the neon market...
Tuesday at 2:51 PM
B
5000% price increase reported on NPR:
https://www.npr.org/2022/08/12/1117263854/the-war-in-ukraine-is-disrupting-the-worlds-supply-of-neon
Monday at 8:07 PM
B
Commerce department is about commerce, I think they are doing commerce: Make rules of the road that everyone can follow without facing...
Sep 17, 2022
B
There is so much wasted energy in the US from inefficient power lines and associated curtailments that bitcoin miners are building...
Sep 17, 2022
B
THIS IS THE POINT OF THIS THREAD!
It is much cheaper to buy Japanese (when paying in Renminbi)! What an opportunity for a savvy Chinese...
Sep 7, 2022
B
I found this interesting: https://digital-strategy.ec.europa.eu/en/library/european-chips-survey
The survey says, for 2021-2025...
Sep 6, 2022
B
Interesting data point. UMC would be more vulnerable to downturn because the first choice is TSMC for most things. But question: What...
Sep 6, 2022
Like.
http://www.businesskorea.co.kr/news/articleView.html?idxno=100764 Korea’s Reliance on Chinese Semiconductor Raw Materials Surges...