#Semiconductor

Rory Green

rorygreen5

Huge implications of semiconductor shortageShort term, the chip famine will hit German and Mexican growthTwo countries with a high reliance on vehicle production + low domestic semiconductor output@TS_Lombard 1/4 Rising

Christopher Mims

mims

Intel Not Inside:This week I wrote about the way giants like Apple, Amazon, Qualcomm, NVIDIA, Microsoft (and soon Google) are making inroads into Intel’s former strongholds in notebooks, PCs and

arun mampazhy

nano_arun

MEITY has issued "Expression of Interest (EoI) dated 15.12.2020 for Setting up / Expansion of existing Semiconductor Wafer / Device Fabrication (FAB) facilities in India or acquisition of Semiconductor FABs

Liza Lin

lizalinwsj

For #China chip industry watchers out there, a tweet thread by @JChengWSJ worth reading. How about geopolitics galvanised a critical technological race: Also a thread to empty my notebook on

Chad P. Bown

ChadBown

1/ The US–China trade war thrust the semiconductor industry back into the geopolitical spotlight. But this time was different.My latesthttps://www.piie.com/publications/working-papers/how-united-states-marched-semiconductor-industry-its-

John Furlan

jfurlan14

@washingtonpost @business @wsj @FT @reuters The critical importance of Taiwan semiconductor technology definitely merits a @nytimes op-ed. Many Americans may not be very aware of the issue, but semiconductors are

Anuj Sharma

s_anuj

I'm seeing a rise in "Why can't a phone/TV etc be made 100% in India?" Interesting question - But first you need to understand what it takes to build a

: Maverick :

brettmaverick_

a very little known Taiwanese company might be the most geo-politically important company in the world rnarguably more important than Exxon, Facebook, Google, Microsoft, Amazon, Huawei, Allibaba, Aramco, etc at

Edark

Edark94

The steep backwardation points at this cycle having longevity and no large shadow inventory existing. But to figure out just how long this can last I've done some research about

IBMPolicy

IBMpolicy

IBM welcomes the #NDAA’s overwhelming and bipartisan passage. It includes many important priorities, including provisions to boost our nation's #cybersecurity, advance open #5G networks, maintain global leadership in #AI &

K5

K5Ko5

$THBR Merge with Indie Semiconductor (Q1 2021)High Demand & Growth Semiconductor Industry PlayerCEO recognized by $GS (Goldman Sachs) Previously90+/70%+Institution HoldersDiverse Market: AI Software/EVs/Lidar/ChargingPersonal PT: $15-$2

foone

Foone

So today, I got a computer! It took all day and a rental truck, because it turns out it's really heavy. It's a minicomputer, a National Semiconductor Datachecker 1730. I

philippe laffont

plaffont

To be a good public investor, you don’t need to be a genius or own a crystal ball but you do have to make a few big calls. 2/ In

Mike Nicholls

Mikenicholls88

Last year I presented to the Advance roundtable on Semiconductors & how Australia is missing out on a $USD450 billion pa businessThey say Software is eating the world but software

Shahin Farshchi

Farshchi

We are on the cusp of a new compute era: CHIPLETS......which will be the basis of many exciting new startups, as an evolution of the ubiquitious System on a Chip. 1/9

Roy Ngerng

royngerng

What infuriates me is this: Taiwanese businesses are unwilling to digitalize, so let's subsidize, Taiwanese businesses are unwilling to innovate, so let's subsidize. Students are feeling stressed, so let's counsel.

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