Mr_Mook

Semi interested

[Mr_Mook @iamthemook]

@Intellionaire There was no money in the first chips act, despite the headlines, and definitely no money in 2.0. Needs a national government that is not broke to back it. It’s within the realm of the possible and there are euro pols who want it, but I think you’re mistaken about how concrete

[Mr_Mook @iamthemook]

@Alex_Intel_ Contrary view: there is no plan for an advanced EU fab in Chips Act 2.0 and no money for it either.

[Mr_Mook @iamthemook]

@fbermingham @TobiasGehrke @TGehrke_ Right. Point being: it's not as if the EU can just decide to use restrictions for trade leverage.

[Mr_Mook @iamthemook]

@fbermingham @TobiasGehrke @TGehrke_ The fantastical misconception here is that "Europe" controls ASML's DUV exports, when in fact the Netherlands does. In Brussels terminology, it's a national competence. Restrictions are also a defense tool, not a trade tool. FWIW.

[Mr_Mook @iamthemook]

@daniel_koss @GlobalCollapse According to me , 8.3%

[Reuters @Reuters]

Nexperia China says it has begun producing its own chips https://t.co/rKKtNgfN7h https://t.co/rKKtNgfN7h

[Finbarr Bermingham @fbermingham]

Quite a pointed exchange on Iran at the European Commission's daily press conference today in which the spokespeople refused to explain whether the US & Israel breached international law, or clarify von der Leyen's post over the weekend which appeared to call for regime change

[Mr_Mook @iamthemook]

@fsfarimani Sorry for joking about a bad day before. Anyone can make mistakes. An adult admits them and acts honorably afterward. Beterschap.

[Mr_Mook @iamthemook]

@fsfarimani Bad day ?

[Mr_Mook @iamthemook]

@jonmasters Other way around. Training in space, inference on Earth. Think it through yourself.

[Mr_Mook @iamthemook]

@BenBajarin Is polite to mention whose note this is

[Mr_Mook @iamthemook]

@tphuang You sure Shanghai fab can produce chips for Dongguan, when Dongguan is specialized to package Hamburg chips? How easy to switch ?

[Reuters Tech News @ReutersTech]

Dutch seek solution to stand-off with China over chipmaker Nexperia, while carmakers fret https://t.co/g3ZXkswwKg https://t.co/g3ZXkswwKg

[Reuters Business @ReutersBiz]

The Dutch government said it is taking control of chipmaker Nexperia, which manufactures computer chips for the car and consumer electronics industries, due to worries about the possible transfer of technology to its Chinese parent company, Wingtech https://t.co/bhaaNvFT9m

[Reuters Tech News @ReutersTech]

In rare move, Dutch government takes control of China-owned chipmaker Nexperia https://t.co/MszYQQoPbI https://t.co/MszYQQoPbI

[Mr_Mook @iamthemook]

@SKundojjala The correlation will strengthen. 1) lead times are decreasing as ASML improves at making and TSMC at installing 2) ASML now has spare capacity 3) As TSMC's share of advanced nodes increases, its EUV orders dominate ASML bookings. ASML is dropping the metric for TSMC secrecy.

[Reuters Tech News @ReutersTech]

Chipmaker NXP to buy Austria's TTTech Auto for $625 mln https://t.co/SN5spU1zqf

[Mr_Mook @iamthemook]

@DrFrederickChen @lithos_graphein data from a UBS report: 277 EUV tools culmulative, 123 for TSMC, 110 for Samsung (logic+memory), 42 for Hynix 41 for Intel, 28 for Micron. Implies ASML has had something like $50 billion in EUV revenue (ever). Looks a hair high, implies EUV was 1/2 of ASML revenue 2019-2024

[Mr_Mook @iamthemook]

@lithos_graphein @KhalifaKKD And for TSMC the UBS number was 123.