#Semiconductors

Corry Wang

OmgItsSmart

I can't post the whole report, but by popular demand, here are a few additional excerpts from my farewell note at Bernstein:(1/x)https://twitter.com/modestproposal1/status/1300483043006779392 2/ This note was originally my boss Toni'

Reflex Research

ReflexFunds

Cheaper Battery Packs:1) Tesla’s battery pack strategy is very similar to its Autopilot strategy. It is all about vertical integration, software & fleet learning. 2) Tesla’s pack costs benefit from

Max Jerneck

MaxJerneck

Thread on why I think the economic sociology of competition is needed to explain the East Asian growth miracles: As economic sociologists emphasize, firms don't like to compete, so they

MacroPolo

MacroPoloChina

NEW: "Forecast 2025: China Adjusts Course" is now live.Over the medium-term, we see a more capable & outwardly cautious China, one that'll prioritize domestic agenda over global ambitions. The forecast

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

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

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

JPR007

jpr007

Daimler and German rivals Volkswagen and BMW have have struggled to match the speed with which the U.S. carmaker brings innovations to marketAccording to Volkswagen, Tesla is a decade ahead

Stacy Rasgon

Srasgon

So I got a lot of questions on my “I stumbled into the sell-side” statement earlier, and I promised to tell the story sometime. It’s Friday. What the hell, here

Henry Farrell

henryfarrell

1. 4 days ago, a new article by @ANewman_forward and I on supply chains post coronavirus came out in Summer 2020 @ForeignPolicy , with recommendations for a new administration https://foreignpolicy.com/2020/07/04/this-is-what-the-future-of-

Joel Jean

joeljean9

My @MIT colleague Patrick Brown (now @NREL) and I (now @SwiftSolarPV) wrote a little book that describes the economics of solar power and highlights two emerging photovoltaic (PV) technologies—perovskites and

Frederic Guarino

fredericg

If you’re interested in geopolitical+tech risks, read @inafried @axios on #Taiwan https://www.axios.com/newsletters/axios-login-6801338c-9668-467e-b983-d74d182b5535.html?chunk=0&utm_campaign=axios_app#story0 Time to update/revisit my

Krishnan

cvkrishnan

Pardon me for this very linear thought process. This is about TN's tryst with manufacturing and the what I think should be the path ahead. Comes from many discussions with

🕳🐇Critical Thought 🕳🐇

Perspective24

Facebook, Google and Twitter are all publicly traded companies. How are they controlled against their own customers wishes? This seems absolutely insane in the world of business. I attempt to

WIRED

WIRED

Humanity faces two unprecedented threats. One, #Covid19, is a once-in-a-lifetime pandemic. The other, climate change, will span many lifetimes, and remains our most dire challenge. But we have the technology

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