Author’s note: If you want to watch the video, here it is: I don’t have much to add, except that despite the weak macroeconomic situation, chip facility buildouts in Taiwan continue to move forward. Notably, UMC - which specializes in the 65 to 28 nanometer range - reported…
32
If you want to watch the video, it is below Machine learning has been in the news a lot lately. Some of the early hype has died down, but the trend…
20
If you want to watch the video first, it is below: In 1997, American chip consortium SEMATECH sounded an alarm to the industry about the chip design…
22
If you want to watch the video, it is below In 2018, TSMC broke ground on Fab 18 near Tainan City in the south of Taiwan. Fab 18 is a monster. It sits…
34
Note: If you want to watch the video first, it is below In July 2021, Evergreen Marine took possession of the world's biggest container ship: the Ever…
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Author’s Note: if you want to watch the video first, it is below The idea for this video came via a viewer recommendation. Yes, I actually do the…
27
India has definitely seen this third path approach of government-led centralization as a future. I find the Open Network for Digital Commerce setup…
36
With a Tainan field trip video to boot
53
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Sinocism
Sinocism
Bill Bishop
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Noahpinion
Noah Smith
SemiAnalysis
SemiAnalysis
Dylan Patel
Fabricated Knowledge
Fabricated Knowledge
Doug O'Laughlin

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