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Search results

  1. P

    TSMC to Win More Than $5 Billion in Grants for a US Chip Plant

    Interesting to see that neither Intel nor TSMC are on the DMEA accredited list...at least not yet.
  2. P

    Will Silicon batteries be a major game changer?

    That's still quite an aggressive target, but then again, 30 years is a long time!
  3. P

    Will Silicon batteries be a major game changer?

    Boy, even more optimistic than I am about lithium batteries, must not work in the industry! 😅 I jest, I jest, I have those 46xx cells (and even larger cells) and large blade cells to play around with and all that new technology is definitely exciting. But 10x improvement? Not going to happen...
  4. P

    Will Silicon batteries be a major game changer?

    The problem with any high energy density fuel or storage method is safety. I don't see hydrogen being any more dangerous in that regards and the incident rates, however limited they are, don't suggest it's substantially worse than alternatives. Same arguments were made when CNG and LPG fuels...
  5. P

    Will Silicon batteries be a major game changer?

    True that! But I do understand the need to subsidize new technologies to get some of it off the ground for whatever reason. It's good to see there are developments on all these different alternatives though. I live completely off the grid and rely entirely on solar/batteries for all our home...
  6. P

    Will Silicon batteries be a major game changer?

    Absolutely, we've just become a polarized society, it's hilarious to read the extremes on either side! Still, economics drives the decision, in California or all of Europe where gas costs are off the charts, EVs make economical sense for the masses, and also areas where they put a premium on...
  7. P

    Will Silicon batteries be a major game changer?

    Of course! Though that also depends on where the initial distribution warehouse is these days, even down in SoCal where I spend most of my time, the warehouses they're building are further and further inland because of the sky high costs. And the truckers I've spoken to, if the warehouses...
  8. P

    Will Silicon batteries be a major game changer?

    Yes, exactly that! Primarily it'll be high performance edge case uses that will first be willing to pay the premium for any of the novel chemistries with premium performance, such as cells with silicon anodes and solid state cells. The biggest market for batteries by far is automotive at the...
  9. P

    Will Silicon batteries be a major game changer?

    Ultimate game changer? No. Not even remotely close. Even sodium ion batteries, of which I have quite a few sitting on my desk and are currently in production in commercial volume quantities, it's not remotely close to making a big impact, at least not in the near future. There are plenty of...
  10. P

    SK Hynix bets on DRAM upturn with $7.6 bn spending; HBM in focus

    i was thinking a little further back prior to the SK's capital injection, it was in the 80% range in 2011 and a whopping 220% in 2000, but that's the context i was thinking of when i read that, might be just me though 😅
  11. P

    SK Hynix bets on DRAM upturn with $7.6 bn spending; HBM in focus

    perhaps relatively low considering how bad it used to be historically for the company
  12. P

    California is pushing Automation by Raising Labor Rates

    I've worked with a company that can make bowls of ramen without human intervention, we also have a beverage robot and a whole suite of cleaning robots, but again, the disparity in adoption here in the US vs RoW is astounding. Restaurants in America, both from the management/ownership standpoint...
  13. P

    California is pushing Automation by Raising Labor Rates

    That's what our company is trying to address with service robots, but you'd be surprised...or not...at how resistant American restaurants and food establishments are at adopting technology and just resisting change in general. The market size for automation equipment in restaurants is about...
  14. P

    TSMC's large power bill

    Takes 300-400kWh to produce 1CBM of concrete. 30000kWh is just about a single 40HQ container worth of concrete. Another perspective, the amount of energy it takes to mine a bitcoin is estimated to be between 86000-286000kWh. As noted above by count, a lot of power, but comparable to any other...
  15. P

    Arm China’s renegade chief makes his last stand

    There's much more nuance behind that than what's going on with the ARM China. Lee didn't want to "bribe" Park's administration, Choi Soon-sil strong armed numerous business leaders for them to conduct business as usual. Just like Shin Dong-bin of Lotte group and others. 70% of the people in...
  16. P

    Root scientific causes of TSMC's leadership / Intel and Samsung's failure

    I'd put it even more succinctly, Intel, overhead cost outpacing the other two and setting unreasonable goals whilst being run by MBAs. Samsung, their business too diversified with R&D and capex more focused on memory. TSMC, singular focus on foundry and foundry only with reasonable lock in step...
  17. P

    Japan Backs Taiwan

    A bit tricky because of the constitution in Japan's case and the issue of wartime opcon in Korea's case. But in any case, societies rebuild and move on, if war happens, it happens.
  18. P

    Fast charging or regular charging?

    Most cells these days handle 1C level charge without much detriment to the cells. Any faster charge requires good cooling of the cell while charging so it's more a matter of environmental considerations. If you're not in a hurry, just use regular charge or a "fast charger" that peaks at roughly...
  19. P

    TSM, The most important company in the world, world peace

    Appreciate your thoughtful replies as well! Gogoro, yes, I'm aware they just signed up with the two manufacturers in China and the partner up with Gojek. They've gotten funding from Temasek so I figure it should be ideal for them to enter Malaysia too, not much of a captive market in Singapore...
  20. P

    Intel new Alder lake cpus use more power for faster speed

    Well, efficiency matters if you're talking large scale deployment in a datacenter. Peak performance is usually not the most important metric when it comes to operating services on the cloud, there's usually plenty of capacity out there. Single biggest operational cost in a datacenter is cooling...
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