Dinç Arslan

Mostly fathering semiconductors and a toddler by day and mixing tunes as Audio Commissar at night

[Chaim Eisenberg @Chaimeisenberg]

A semiconductor fab is perhaps the closest man has come to playing God: turning sand into intelligence

[Dinç Arslan @DincArslan]

@ShawnRealty That is true

[Zephyr @zephyr_z9]

The bigger threat is Japanese/European/American analog/power/automotive chip producers losing Chinese customers and losing market share in China

Has been happening for over 5 years, and it's an irreversible trend
Btw, the domino to fall in the next 10-24 months is MCUs
Lots of Chinese MCUs (with proper certification) have been recently launched, and they will see rapid adoption

[Dinç Arslan @DincArslan]

@anothercohen @FriedCh41287569 Try driving from Austin Downtown to Round Rock at 4pm any weekday…1+ hours on a good and accident-less day through mopac and i35

[Dinç Arslan @DincArslan]

@elonmusk Agree…but also agree that it gets very hot here most of the year

[Mustafa. @oprydai]

study semiconductor manufacturing

not to build a fab.
not to get a job at TSMC.
but to witness how far the human mind has gone.

photolithography is pure magic disguised as engineering.
we’re literally etching patterns smaller than viruses; using light, mirrors, gases, plasma, and math.
machines that cost billions; all to place atoms exactly where we want them.

a chip isn’t just silicon.
it’s the story of precision, obsession, and human imagination pushed to its limit.

study how semiconductors are made; because it’s not just technology, it’s a love letter to what humans can do when they decide to understand everything.

[Just a Dude Who Invests @DudeWhoInvests]

TAIWAN SEMICONDUCTOR $TSM DROPPED A VIDEO FROM ITS ARIZONA FAB SHOWING THE ASML $ASML EUV MACHINES PRINTING NEXT-GEN CHIPS…

THIS IS ABSOLUTELY STUNNING TO WATCH. 🤯

[DEBASHISH NEOGI @DEBU_NEOGI]

Nice summary in one place

[Sahil @sahilypatel]

The deeper you go into the semiconductor supply chain, the less believable it becomes.

> TSMC, a company on a small island, produces over 90% of the world’s most advanced chips
> TSMC relies on dutch company ASML for EUV lithography machines
> ASML depends on German Company Carl Zeiss, the only firm in the world capable of making mirrors precise enough for ASML’s requirements.
> The light source for ASML’s EUV machines is produced by a single company in San Diego.
> The photoresists used to print transistor patterns are produced by Japanese firms like JSR and Tokyo Ohka Kogyo.
> The ultra-pure quartz needed to make silicon wafers comes entirely from a single mine in Spruce Pine, North Carolina.
> The copper and rare-earth materials inside chips are mined and refined across Chile, the Congo, and China.
> The specialized gases used in chipmaking, like neon and fluorine, largely come from Ukraine and Japan.
> The design blueprints for these chips often come from American companies like NVIDIA, AMD, and Apple, which rely on software tools from U.S. firms like Synopsys and Cadence.

Remove any single piece and the whole system collapses.

[liens of new york @liensofnewyork]

Remember, when it comes to investing, you don't have to be right, you just need to need massively long.

[Bourbon Capital @BourbonCap]

I like how $TSM posted a video about its new Arizona Fab, where they explain how chips are made using EUV equipment from $ASML, and they even include small clips provided by $ASML.

"to be able to do this is incredibly difficult. We are using extreme ultraviolet technologies (ASML) to be able to print line..."

ASML is one of the most gorgeous monopolies

[K. Creek @sgrstk]

@VCBrags Everybody's goal in life should be deleting their LinkedIn.

[Unicus @UnicusResearch]

Leaving it here.

[Dinç Arslan @DincArslan]

@prkNbeans @StatisticUrban Bosphorus of the east isnt cheap to live either :)

[Dinç Arslan @DincArslan]

@AdamSinger @altcap Good luck getting any “preventative” cardiac care here in Austin. The “system” gives a blue screen when you want to avoid rather than treat (aka imaging and prescription)

[Dinç Arslan @DincArslan]

@StealthQE4 And he probably didnt protest the tax bill. Counties casually inflate the amounts because they can. Lot of people dont know that they can reduce the tax bill

[Dinç Arslan @DincArslan]

@tomfgoodwin Lets see how accurate they will be about AI :)

[Tom Goodwin @tomfgoodwin]

I swear 40% of people on LinkedIn have AI in their job titles now.
And the web3 evangelists and metaverse experts just vanished

[The Deal Director @thedealdirector]

Tech sales made this possible for my family.