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Search results

  1. T

    Dutch government tries to stop ASML from moving out

    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...
  2. T

    Why Apple is abandoning building cars

    I don't Apple will put big money into AI,nor do I think Apple will succeed in the field of AI.
  3. T

    Samsung Sells Down Entire ASML Stake

    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...
  4. T

    Will Silicon batteries be a major game changer?

    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
  5. T

    Huawei reports 5nm Kirin 9006C processor for laptop

    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...
  6. T

    Gelsinger to unseat TSM?

    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...
  7. T

    Intel CEO says Nvidia’s AI dominance is pure luck — Nvidia VP fires back, says Intel lacked vision and execution

    https://www.tomshardware.com/pc-components/gpus/intel-ceo-says-nvidias-ai-dominance-is-pure-luck-nvidia-vp-fires-back-says-intel-lacked-vision-and-execution If only Intel didn’t kill his Larrabee project, laments Pat Gelsinger. (Image credit: MIT video) Intel CEO Pat Gelsinger has publicly...
  8. T

    Huawei reports 5nm Kirin 9006C processor for laptop

    Can somebody send a teardown request to Techinsights for Kirin 9006C?
  9. T

    Nvidia set to discuss chip deals in Vietnam next week

    https://www.reuters.com/technology/united-states-nvidia-set-discuss-chip-deals-vietnam-next-week-2023-12-08/ HANOI, Dec 8 (Reuters) - U.S. chip giant Nvidia (NVDA.O) will discuss cooperation deals on semiconductors with Vietnamese tech companies and authorities in a meeting on Monday in Hanoi...
  10. T

    Photomask in shortage from China and AI chip development

    As I understand it,SMIC make their own masks just like TSMC and Intel. Those small fabs buy masks from independent photomask producers
  11. T

    New Semiconductor Material, Will it work in the real world?

    The same goes for photonics. LiNbO3 is a superior material compare to silicon,but silicon based photonics will be there for a very long time,due to the maturity and cost competitiveness of manufacturing process based on silicon.
  12. T

    Sam Altman is out as OpenAI CEO — board says he was ‘not consistently candid’. CTO Mira Murati to be interim CEO

    The drama starts:LOL: https://www.theverge.com/2023/11/18/23967199/breaking-openai-board-in-discussions-with-sam-altman-to-return-as-ceo
  13. T

    Are German state aids for Intel and TSMC in jeopardy?

    https://www.digitimes.com/news/a20231116VL210/germany-ic-manufacturing-intel-state-aid-tsmc.html Latest ruling from Germany's constitutional court might have jeopardized the country's semiconductor subsidies policy, with the aids planned for Intel and TSMC hanging by a thread. The...
  14. T

    Samsung sold more ASML shares in Q3

    Looks like Samsung really need some cash now
  15. T

    Samsung sold more ASML shares in Q3

    SEOUL, Nov 15 (Reuters) - South Korea’s Samsung Electronics cut its stake in semiconductor manufacturing equipment maker ASML further in the third quarter, the company’s latest financial statement showed. Samsung Electronics more than halved its stake in ASML earlier this year. The South...
  16. T

    Are the Chinese Lawsuits against Micron legitimate?

    Think about it,why did YMTC file lawsuit against Micron in US court,but not in Chinese court?Wouldn't it be easier for YMTC to win the lawsuit ,if they choose to do it in Chinese court? Even from a market perspective,this lawsuit should be conducted in China. Since YMTC is not selling to the...
  17. T

    Chinese chip maker SMIC's sales fall for third straight quarter

    It's still unknown who make chips for Huawei. Some say Huawei make it's own chips using SMIC IP and technical assistance,others say SMIC made chips for Huawei.
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