#Semiconductors

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

DLB(guh) trading

DlbGuh

My watchlist for next week - 8/14 (will update thru the weekend):-AIRLINES: BA, AAL, DAL, JETS in general tbh -FINANCIALS: BAC (gap fill), JPM (alpha)For financials, continue watching ZB and

LGA_A320

A320Lga

So there's an argument to be made for investments in reshoring as a way to build industrial resiliency and institutional knowledge (this article by @danwwang, for example: https://www.bloomberg.com/opinion/articles/2020-05-07/why-american-manufac

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

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

Uriah

crimkadid

There’s been some talk lately about US dependence on Taiwanese semiconductors or Chinese rare earth metals which could be interrupted if things go bad. An interesting question is to ask

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,

AaronGenest

AaronGenest

Here I am advertising for a #job, asking people to come and work for me, and almost nobody here knows what we do. This is the story of a Saskatoon

Matt Stoller

matthewstoller

1. Today I wrote up something that's been bugging me for awhile, which is how U.S. copyright/patent laws enable China to use American technology but lock Americans out of it.https://mattstoller.substack.com/p/the-qualcomm-case-why-china-uses

Jonathon Marek

jonathon_marek

Let’s talk about this, supply chains, and the risks of the PRC. What experts think is the most likely explanation is that some company somewhere in the smartphone supply chain

Stephen Diehl

smdiehl

Let's have a frank discussion about bitcoin hype. Bitcoin is really an symptom of the problems of our era, of a post-truth world awash in crackpottery and of a breakdown

Steph Smith

stephsmithio

Helium is the element that makes your voice squeak and got David Blaine over the Arizona desert. Some ppl think that we'll run out of it within decades. Others disagree.But

Josh Wolfe

wolfejosh

1/ POST-PANDEMIC 2 kinds of winning co’s may emerge𝟭 𝗡𝗔𝗧𝗜𝗢𝗡𝗔𝗟𝗜𝗭𝗘𝗗-𝗣𝗥𝗜𝗩𝗔𝗧𝗜𝗭𝗘𝗗 𝗪𝗔𝗩𝗘-think 1980s europe (BP, Total...)-repurposed/bailed out by govt––then privatized𝟮 𝗥𝗘𝗔𝗟 𝗧𝗘𝗖𝗛/𝗕𝗜𝗢𝗧𝗘𝗖𝗛-engineering + infrastructure-not consumer mktg 2/ Some see national-

Claire C ζ(s)mith

ClaireCSmith

I was inspired by a diagram tweeted by University of Massachusetts Physics Professor, Robert Fisher @fisherastro that lead to referencing a video called Episode 31: Voltage, Energy And Force -

Robert McNees

mcnees

Physicist and chemist Esther Conwell, whose work with Weisskopf on the scattering of electrons by impurities in semiconductors was essential to understanding transistors and the development of integrated circuits, was

Brad Freeman

StockMrktNerd

$NNOX (Nanox): A developmental-stage 2020 IPO disrupting radiology via innovation, savings, convenience & impactful vertical integration.Unsurprisingly... a @JoeySolitro pick.‘Tis time for a thread The problem?X-rays/MRIs/CT scans ar