#Semiconductor

Eric Sayers

DEricSayers

What will a Biden POTUS and R Senate mean for China policy? In short, it could help ensure more of the same but with a fully staffed executive that is

Greg Ip

greg_ip

1/ China beat the U.S. in 2020 because its authoritarian, centralized system better met the challenge of Covid and economic conflict than the U.S.' pluralistic, decentralized system. Will China keep

James Lin

jamestwotree

This CSIS brief on "decoupling" US interests from Huawei and its effect on the Taiwan economy, makes a number of one-sided assertions about the nature of PRC-Taiwan economic ties and

Christopher Seifel

SeifelCapital

$TSM: Fueling the Future of ComputingTaiwan Semiconductor Mfg. Co. (TSMC) has become the leading manufacturer (fab) of semiconductor chips by capitalizing on a series of egregious missteps at $INTCThis is

Jeff Geringer

808sandU3O8

I have a lot of dumb thoughts on laser #uranium enrichment, so before I unleash a 3,000-word essay on non-proliferation, SWU for U, and the mountain of US defense stockpiles/wastes,

NotTheMacAnon

NotTheMacAnon1

Is this the key to unlocking the Giza pyramid, the sun and optical ring resonator viruses?A KEY IN A TONE ECHO IN G AN ATTENUATION 1. to listen to,

SJ

dopeboyshanee

$NNOX - Nano X Imaging(@nanox_vision ) It is my first lengthy thread on #Fintwit. Feedback, comments, and retweets are highly appreciated! Let's go! 1/ What attracted me as an

TheLastRefuge

TheLastRefuge2

1.) This is another policy alignment from the Trump administration toward the ongoing confrontation with China. Beijing will not be happy; and this follows only a day after the Trump

Strategic Frontier

strategic_front

THREAD : A look at India's micro-processor & micro-controller R&D work in Defence, Space, Telecom etc. sectors. Funded by MeITY, ISRO etc(under direct/indirect control of the GoI) with participation from

Patrick OShaughnessy

patrick_oshag

Starting to collect important questions for 2021 and beyond in this thread. Please send questions you are interested in too!1. Will demand for compute continue to double every few months?

Kaal Chiron काल्किरण

Kal_Chiron

I have been wanting to write about this. Unfortunately time is something I do not have in current period.The obstacles Hindus had to overcome to build Tejas is legendary. The

Riggs_Bud

Riggs_Bud

Thread for Semis. Not my area of expertise, but trying to learn. Feedback appreciated. Advanced Level Packaging - Brooks Automation ($BRKS) and CamTek ($CAMT). Decline of Moore's Law means Semis

Sean M Joyce

SeanMJoyce1

This thread will shine light on China's theft of US Military design that has cost US taxpayers trillion$ and the erosion of our future supremacy.Arleigh Burke missile destroyer F-22 F-35

Password Hunter02

BenKTallmadge

White House reportedly in talks with Intel, TSMC to build advanced chip foundries in the US – Taiwan’s TSMC, maker of Xilinx chips that have been used in F-35 fighter

Jonathan Cheng

JChengWSJ

China is investing heavily in semiconductors and stepping up efforts to cultivate homegrown talent as it accelerates its quest for technological self-sufficiency amid a tech trade war with the U.S.@lizalinwsj

BDaub14

Daub14B

Dig into Parler: CEO John Matze, worked for BridgeStor LLC, his wife Dawn, is CEO. He was also on the board of directors for AgigA Tech which is a subsidiary

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