Today's video is another personal favorite of mine. AMHS robots! To conduct "field research" I visited the "World of Semiconductors" exhibit in Taichung and watched this adorbs thing putter around on the ceiling.
https://t.co/XYuKTn00yk
Hey friends of @asianometry and @Culpium
Are you in Taipei next week?
To coincide with SEMI Taiwan, we’re hosting a meet up. Jon, myself & a couple of other special guests will be on hand.
Join us
RSVP required
https://t.co/HfykEJR1EM
It is another episode of Transistor Radio and as always, me @dylan522p@fabknowledge do the rankings of the AI lab Mandate of Heaven.
https://t.co/hPmrGEKLYp
Coming to Taipei next month for SEMI Taiwan?
Save the Date
@Culpium & @asianometry
SEMI September Special Social
Thursday 3 Sept
19:00-21:00
Taipei City
Details to come
$SKHY Great overview. Demystifies the HBM origin story. Recommend watching the entire thing if you are invested in the GAI infrastructure trade.
SK hynix and the HBM Revolution
https://t.co/ZTA5M32h2x
via @YouTube
Check out the SK hynix video: Few companies have swung so hard between crisis and success like SK hynix.
After years of losses, SK hynix was nearly written off. SK bought it anyway.
It made HBM. And it for years sat as this niche product few cared about until November 2022.
One of my favorite stories of the year: https://t.co/6EjixIwZ1l
OCP APAC is a wrap! Great conference, totally enjoyed it. Tons of networking content which was great.
Meetup with @tculpan and @asianometry in an hour. Stoked to meet you if you will be there!
Meanwhile, boba tea.