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#Semiconductor
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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Zach
zherring
via @jonst0kes , this might be the best description of every “flat” startup I’ve participated in (near the end, re: Basecamp)https://doxa.substack.com/p/significant-bits-a-semiconductor What’s happens (IME): 8-18 months in, An Event
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Andy
bizalmanac
1/ Cadence creates applications used to design semiconductors and other electronic systems, referred to as Electronic Design Automation, EDAEDA acts like a tax on the semiconductor industry’s R&D spendNeedham Conference,
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Phil Solis
PhilSolis
Tomorrow (4/23/2020) is going to one of the biggest days in Wi-Fi history. The FCC will vote on their proposed rules for the 6 GHz band. Adding 1,200 MHz of
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Conor Sen
conorsen
I’m personally not convinced that long-term investments deserve preferential tax treatment relative to any other form of income. In my 15-20 year career I don’t see what problem they’ve solved.
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Jason Crawford
jasoncrawford
I recently read a fascinating paper from 1962 on the detailed history of how the transistor was invented.What stood out was how the researchers cycled back and forth between science
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Velina Tchakarova
vtchakarova
I find this recent talk with Peter Thiel at the Nixon Seminar truly fascinating and I read the transcript already three times. A thread with the most interesting statements I
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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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Tobias Kristiansen
Tubbefader
#Robotics and #Automation It is a global #megatrendWe know it and we need to invest in it.But which companies actually produce cool #robots and automate processes and assembly lines?A thread
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Tiho Brkan
TihoBrkan
We had our first two Private Credit defaults that I was informed of today.The first company is a Singaporean electronics manufacturing company. The court case will be on the 06th
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fred hickey
htsfhickey
Catching up on some of last week's earnings reports & conference calls and it's just so obvious the lengths company managements & the feckless "analysts" that follow the companies go
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mule
FoolAllTheTime
This really simple slide from Marvell's investor day really keeps coming back to me over and overBeing first matters a lot more in semiconductors than in other markets, and for
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Andy McNabb
LogicEvidence
Dr. Charles Lieber, Chair of the Department of Chemistry & Chemical Biology at Harvard University was charged on 28 Jan 2020Dr Lieberman is the key.Lieberman was working for the State
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Tube Time
TubeTimeUS
ever wonder why the schematic symbol of a bipolar transistor looks the way it does? the two angled lines look particularly odd, but there is a fascinating historical reason for
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Gavin Baker
GavinSBaker
1) Hypothesis: hyperscale cloud co’s alternate annually between spending on data centers (real estate, buildings) and compute/network/storage (CPUs, GPUs, Accelerators, Memory, HDD, etc.) to fill those data centers based on
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Matt Stoller
matthewstoller
Excellent review of Obama's book by @ryanlcooper. There's something however that I don't think progressives are willing to countenance. And that is Obama's Democratic Party simply may not include a
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