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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
44
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Is the AI Boom Real?
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February 2024
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
32
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Analog Chip Design is an Art. Can AI Help?
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January 2024
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
•
Jon Y
58
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Toshiba’s Big Technology Export Scandal
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December 2023
Looking Back at 2023
An Asianometry Recap
Dec 27, 2023
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Jon Y
76
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Looking Back at 2023
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TSMC Chairman Mark Liu Retires
A few random thoughts
Dec 19, 2023
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Jon Y
44
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TSMC Chairman Mark Liu Retires
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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
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Jon Y
31
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EUV Lithography. But With a Free Electron Laser
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August 2023
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
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Jon Y
47
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TSMC's New R&D Fab in Taiwan
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TSMC's New Fab in Germany
The rumors have long been cooking. Reuters said that it took 40 rounds of talks. But now the news is finally here: TSMC is building a fab in Europe. I…
Aug 13, 2023
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Jon Y
43
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TSMC's New Fab in Germany
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July 2023
The 20 Year Fall of Japan's Sharp Corporation
The mechanical pencil. The calculators. The TVs. Over the years, Japan's Sharp Corporation has delivered a bevy of iconic products. But starting at the…
Jul 12, 2023
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Jon Y
27
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The 20 Year Fall of Japan's Sharp Corporation
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The 3-D Transistor Transition
Starting in 2011, Intel and the rest of the leading edge semiconductor industry made a remarkable technical transition. For the first time, the industry…
Jul 5, 2023
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Jon Y
31
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The 3-D Transistor Transition
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June 2023
Running Neural Networks on Meshes of Light
In 2016, humanity took another loss when Google's AlphaGo defeated Lee Sedol at the game of Go. But in the midst of that loss, some people comforted…
Jun 28, 2023
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Jon Y
21
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Running Neural Networks on Meshes of Light
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FPGAs: The Ultimate Flex
If you want to watch the video first, it is below: A Field Programmable Gate Array or FPGA is an integrated circuit that can be reprogrammed after…
Jun 14, 2023
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Jon Y
26
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FPGAs: The Ultimate Flex
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