You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
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...
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.
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...
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...
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...
Agree on all points. I doubt CPTPP will do anything to force it to make any changes, they've always been a bit of a thug when it comes to fair trade.
I'd love to see Gogoro succeed. I just wonder if they have enough of a reach to set the standard for hot swap batteries for scooters in those...
No disagreement there, I just wouldn't have picked the companies you mentioned to make your point, that's all! Again, just my opinion, but profits matter in the big picture since it shows how specialized the value being added is along the pipeline. Hence my rationale for picking the companies I...
Meh, Asus, Foxconn, Quanta, so forth, they're not exactly huge value added companies. Not exactly huge profit margins for their business, and they mostly compete with each other down to the last cent. If you're going to list strong Taiwanese companies, better off mentioning Formosa...
Just think of all the memory on cell phones, the LPDDR memory is stacked onto the SoC (system on chip) in PoP (package on package) resulting in a SiP (system in package). Fortunately (or unfortunately, depending on your PoV), the LPDDR memory is still made by the big three so I don't see their...
That's valid for semiconductor foundry work from Apple. Apple still sources the majority of their screens from Samsung. And half of the RFPCB for iPhones. And camera components and DRAM and NAND, etc. Ethics is important, I absolutely agree. But so is acknowledging one's own arrogance. In that...
Not sure if half-node is being used correctly in this context, care to explain? Just curious what you meant, that's all! The fab in Japan will be interesting, it seems they're looking to do a JV with Sony, I'm assuming there will be some prioritization for Sony, with word that Denso is also...
Agree for most part except #1, Samsung's profits in DRAM mainly come from mobile (LPDDR), server (DDR/HBM) and graphics (GDDR/HBM), not plain ol desktop memory. It's not like M1 devices aren't using LPDDR memory from Samsung/Hynix/Micron so they're not going away. Nothing to replace standard...
seems unlikely. not that they don't have the technical know-how to actually build one, but without testing and a proven delivery method, unlikely. and it would appear they have much more to lose proportionally being confined to a small island whereas PRC could probably care less if a few of its...
Which is worse than OLED in almost every way. Only advantage mini LEDs offer might be higher brightness.
Micro LEDs on the other hand can conceivably be better than OLEDs, if costs and yields can be optimized to make it competitive. But again, who can make it in the volume that Apple demands...
996 definitely doesn't apply to Korea. Korea's Labor Standards Act amended in 2018 allows for a maximum of 52 hours of work per week, down from 68 hours before. They're quite strict on it to the chagrin of many in the tech/IT/media industry, making it much harder for them to meet deadlines on...
But most of these very same customers rely on Samsung for the best memory and displays for their devices, it's one thing for you to not trust them, but no reason to sour relations with them either. The whole Apple and Samsung issue didn't stem from the semiconductor division either. Relying on...
Gotta laugh everytime headlines come out about doubling battery life. Even a 5-10% increase per year is seen as a monumental task with the big incumbent battery companies spending billions cumulatively in R&D and then some tiny research team claims double the battery life...mm hmm. Not that I...
Not to mention mimicking a brain would have all the same issues that a brain has in the first place...like forgetfulness, loss of focus and a whole slew of other issues. Like the above poster said, humans are idiots! Mostly semantics at that point, but if you just want to make a chip like the...
Each layer would be a small separate battery run in parallel? How're you going to get the increase in voltage to actually charge at a faster rate? You need high voltage to reduce wiring weight and volume. 500hp or 373kw would draw around a thousand amps on a typical 350-400v battery voltage...
