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Patrick Moorhead
PatrickMoorhead
Tuning into TSMC's Technology Symposium today, OIP Ecosystem Forum tomorrow. Not allowed to share screen shots, so will be very text-laden. Odd, but I will follow the rules. .@reneejo from
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Gabriel Costa
gpenacosta
Taiwan, Semiconductors and the Geopolitical Tech WarThe market value of the global semiconductor industry has recently overcome the global energy sector. The market is telling us that chips are more
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Tim Culpan
tculpan
1/ There's a lot of hunger for information about TSMC, what they do, and how the business operates.So I put together Ten Charts That Tell The TSMC Talehttps://www.bloomberg.com/opinion/articles/2021-04-19/tsmc-s-30-billion-chip-leadersh
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Sahil Bloom
SahilBloom
In 1983, a 52-year-old senior executive at Texas Instruments was passed over for the company's top job.He would go on to found and build the most strategically important company in
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Ed Conway
EdConwaySky
Since it's Friday, I want to tell you a story that has nothing to do with COVID or lockdowns or any of that. A story of human ingenuity that boggles
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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
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ollybot
ollybot_browne
Brief roundup of important signals I've noticed recently- Pro CCP political coup in Hong Kong- Scientists working on Rona killing themselves- Higher reported rate of Rona positive tests in the
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stockmemes
realmemes6
News $AMD is moving *this year* to TSMC 5nm process with Zen 3 chips. Mind-boggling, and coming from a reputable source. Processes are delayed, not accelerated. Node changes take years,
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傅道格 Doug Fuller
FuDaoge
1/The U.S. Government’s Flawed Logic on Huaweihttps://www.thewirechina.com/2020/07/12/the-us-governments-flawed-logic-on-huawei/ 2/I’ve already heard of at least one firm on the Entity List that has set up a shell to keep using American
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James Wang
jwangARK
1/ How James Cameron’s Terminator 2 predicted modern AI chips and sparked the debate on AI safety. An appreciation thread. 2/ This is the chip that powers the T-800. Based
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Sahil Bloom
SahilBloom
Transformative innovation begins with a variant perception.A belief or view that differs from the consensus.4 variant perceptions that are changing the world: TSMC - Morris ChangVariant Perception: The status quo
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ויקאס פנדיטה
TORUKH_MAKTO
WHY CAN'T INDIA MANUFACTURE MOBILE PHONES LIKE CHINA? IS MOBILE TECHNOLOGY THAT ADVANCED?I can give a glimpse how advanced mobile tech is and why India is lagging.Do you recognize this
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Sahil Bloom
SahilBloom
1 year ago, I wrote my first Twitter thread.100 threads and 70,000+ words later, I’m just getting started.10 favorites (on business, finance, mental models, and life): Competitive Advantages10 competitive advantages
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Riggs_Bud
Riggs_Bud
Thread for Semis. Not my area of expertise, but trying to learn. Feedback appreciated. Advanced Level Packaging - Brooks Automation ($BRKS) and CamTek ($CAMT). Decline of Moore's Law means Semis
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Johan Rosenqvist
J_Rosenqvist
This week it’s time for one of my since long largest holdings, ASML, to report. I’ve previously discussed the company, but to give some brief context it sells high-tech equipment
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Password Hunter02
BenKTallmadge
Aug 17, 2020Trump administration limiting Huawei access to chips -The new rule makes it clear that any use of US software or US fabrication equipment to produce things for Huawei
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