2025-02-11
It says Gulf of America even from a VPN inside Mexico. [image]
The Verge
Google says it removed Calendar's Pride Month, Black History Month, Holocaust Remembrance Day, and more events in 2024 for not being “scalable or sustainable”
Google says it switched to only showing default entries for public holidays and national observances last year.
2025-02-10
Automotive consumes half of the mature node semi chips. My first car didn't even have an airbag accelerometer. Those were first made by Analog Devices in the 90's. [image]
Reuters
TrendForce: China's share of global mature node manufacturing capacity in 2024 was 34%, below Taiwan's 43%, but China is forecasted to exceed Taiwan by 2027
Wen-Yee Lee / Reuters :
China's mature node semi capacity has almost doubled in 8 years. [image]
Reuters
TrendForce: China's share of global mature node manufacturing capacity in 2024 was 34%, below Taiwan's 43%, but China is forecasted to exceed Taiwan by 2027
Wen-Yee Lee / Reuters :
2024-12-02
🧵 New China export controls for semiconductor patterning. One of the tricks to making a 7nm chip without EUV involves improving the pattern placement accuracy of the older immersion scanners by simply increasing the amount of alignment and overlay metrology both inside and [image]
Wall Street Journal
The US adds new HBM chip transfer restrictions for China, the fourth attempt in three years to curb China, and adds 140 Chinese companies to its trade blacklist
Export of memory chips used in AI applications is restricted, but delayed announcement gives Chinese companies chance to stock up
2024-07-18
Tied to ASML at the hip. No other track tool supports the same level of quality for a lithographic process. Great time to buy Tokyo Electron.
CNBC
The Nasdaq fell 2.77% on July 17, its worst drop since December 2022, with ASML down 12.74%, NVDA down 6.62%, and META down 5.68%; TSMC on the NYSE fell 7.98%
quoted on @Investingcom — saying that Intel is the “only alternative” to TSMC and that they see 100% upside potential. https://www.investing.com/... Travis Hoium / @travishoium : $...
Tied to ASML at the hip. No other track tool supports the same level of quality for a lithographic process. Great time to buy Tokyo Electron.
CNBC
Global chip stocks fell sharply after reports of tighter export restrictions from the US and comments from Trump, who said Taiwan should pay the US for defense
WATCH NOW — Global chip stocks fell sharply, with ASML, Nvidia and TSMC posting declines amid reports of tighter export restrictions …
2023-11-13
YMTC hired an army of patent lawyers to be based in San Francisco back in 2019. I've been reading through some of these patents, and my intuition is that much of it is prior art. It looks like the same staircase architecture that SK Hynix, Samsung, Micron, Kioxia, Western... [image]
Reuters
Chinese chipmaker YMTC sued Micron on November 9 in California, alleging that the US chipmaker infringed on eight of its patents and did not pay its fair share
🧵Memory TechWar. China's Yangtze Memory Technologies (YMTC) last week sued US-based Micron Technology for infringing on eight of their US patents. I have assembled the links for each of these patents in this post so we can dig into the details. This move comes on the heels of a... [image]
Reuters