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In response to news that the Biden administration has directed $6.6 billion in subsidies to Taiwan Semiconductor Manufacturing Co’s (TSMC) Arizona subsidiary, as part of the U.S. CHIPS and Science Act, the American Economic Liberties Project released the following statement.
“TSMC, and its...
As you can see from this news. Huawei GPU is in woefully short supply in China，and Nvidia is not in competition with Huawei in Chinese market for well known reason
The high selling price(120000 RMB = 17000 USD) for Huawei GPU means that，it is absolutely enough to cover the fabrication costs...
Yield has it's maximum. When TSMC's 5nm reaches 99% yield, it has no room to improve anymore. They can only seat and watch others catching up on yield.
Unfortunately everybody is dragged into this semiconductor subsidy race now，with government all over the global giving out more and more subsidy as we speak.
Judging from this graph，DUV SAQP is around 30% more expensive than EUV single pattern. But fabs in China has lower operational costs than Taiwan in general，so SMIC 7/5nm might not be that expensive compare to TSMC Taiwanese fabs，let alone TSMC US fab（probably the most expensive fab for the same...
https://www.euronews.com/business/2024/03/07/dutch-government-tries-to-stop-asml-from-moving-out
The Netherlands is increasingly tightening its anti-migrant position. That could push out its largest company, ASML, because of its high dependence on foreign talent.
The Dutch government is...
https://www.bnnbloomberg.ca/samsung-sells-down-entire-asml-stake-to-expand-in-new-arenas-1.2037224
Samsung Electronics Co. sold its entire remaining stake in ASML Holding NV in the December quarter as part of its push to expand into new areas of chipmaking.
The world’s largest memory maker...
The problem with hydrogen is safety. If the compressed hydrogen tank on car damaged，and hydrogen leak out in a confined space such as underground car park. It can lead to deadly explosion，much more deadly than those lithium battery burning accidents
My guess is that，Huawei didn't have enough peripheral chips such as (PMIC or RF) in stock，and couldn't secure them from domestic source either few years ago. After all，you cannot make a product with just SOC only. Now they are able to secure these peripheral chips from domestic suppliers，so they...
https://www.nature.com/nature-index/
This is nature index 2023. Based on country's share of scientific articles and papers published in leading journals. China ranks second with total share of 20.051%，only very slightly behind the US's 21.473% share.
If you are from academic community，you...
