The Asianometry Newsletter

At the end of my video on TSMC’s experiences in Japan, I wrote: As for TSMC Arizona, that fab will eventually make chips. Local news just reported that…

Apr 8 •

Jon Y

Is the AI Boom Real?

For the past three weeks I have been traveling through Japan and the United States. This trip has been part sight-seeing and part learning tour with the…

Mar 7 •

Jon Y

Analog Chip Design is an Art. Can AI Help?

Here’s the video: I want to call out a Substack written by a friend. Tanj boasts a monstrous boatload of knowledge about semiconductor manufacturing …

Feb 12 •

Jon Y

Toshiba’s Big Technology Export Scandal

You can watch the video here: I recently read an interview with ASML's (now retiring) CEO - Peter Wennink - about the issue of banning Dutch exports of…

Jan 10 •

Dec 27, 2023 •

TSMC Chairman Mark Liu Retires

A few random thoughts

Dec 19, 2023 •

Jon Y

EUV Lithography. But With a Free Electron Laser

Long time no see. I have been thinking about this recently. The idea of what goes next after EUV. The current presumption in the wider media is that EUV…

Dec 6, 2023 •

Jon Y

TSMC's New R&D Fab in Taiwan

Sorry that it took so long for me to get this one out onto the newsletter. I have been super busy and I have been tired recently. Also, there is a new…

Aug 31, 2023 •

Jon Y

The Asianometry Newsletter

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time

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