Jeff

[SemiAnalysis @SemiAnalysis_]

lean in

[SemiAnalysis @SemiAnalysis_]

We told you in 2023

[Joe Weisenthal @TheStalwart]

Good read from @fabknowledge on the Engels' Pause. https://t.co/Z5JffuZ7dl

[Jeff @JefftheKoch]

@AnthropicAI my thirst for mythos grows by the hour

[SemiAnalysis @SemiAnalysis_]

We wrote a chapter in this one. "Teaching Sand to Think." Go check it out!

[SemiAnalysis @SemiAnalysis_]

Micron’s $100B megafab in NY is at risk of delay due to just 6 “concerned citizens” and their frivolous lawsuit. (1/10) 🧵

[Jeff @JefftheKoch]

hit me with that 193

[Bloomberg Podcasts @podcasts]

The surge in AI-related demand for DRAM — or Dynamic Random Access Memory — is tightening supply and pushing up prices in parts of the chip industry. Consumer-facing companies are being forced to either curtail supply or raise prices due to exploding costs.

@rwang07, an analyst at SemiAnalysis, joins @thestalwart and @tracyalloway on the Odd Lots podcast to discuss what this means for the consumer https://t.co/TZFf3yXImB

[SemiAnalysis @SemiAnalysis_]

The U.S. wants 40% of chips made onshore. But quietly, the equipment that makes those chips is moving offshore fast. This gap matters just as much as the chips themselves. (1/6) 🧵

[SemiAnalysis @SemiAnalysis_]

Interconnects Beyond Copper,
1,000 CFETs,
SK Hynix Next-Gen NAND,
2D Materials, and More
https://t.co/G1pnjhKp0C

[SemiAnalysis @SemiAnalysis_]

Apple-TSMC: The Partnership That Built Modern Semiconductors
Wafer Demand Model,
Node Economics,
and the shifting power dynamics as AI reshapes the foundry landscape
https://t.co/7oZCFnNIJS

[SemiAnalysis @SemiAnalysis_]

"Fuck Everything, We're Doing Seven Patterning Steps"

What part of this don't you understand? If double patterning is good, and quad patterning is better, obviously septuple patterning would make us the best fucking fab that ever existed. Comprende? We didn't claw our way to the top of the lithography game by clinging to the single-exposure industry standard.

[SemiAnalysis @SemiAnalysis_]

TSMC Overseas Fabs – A Success?
Why Morris Chang Said U.S. Fabs Will Fail,
Wafer Cost and Economics of Taiwan vs. U.S. Fabs,
TSMC Supply Chain Details

https://t.co/Fhb9K5SzSy

[SemiAnalysis @SemiAnalysis_]

How to Kill 2 Monopolies with 1 Tool
Substrate X-Ray Lithography,
a New American Foundry,
$10k Logic Wafers

https://t.co/mMvW2jI6uy

[SemiAnalysis @SemiAnalysis_]

“ASML:”

[SemiAnalysis @SemiAnalysis_]

PFAS-free is a big deal in semiconductors. Getting rid of “forever chemicals” seems like a clear win, right? Turns out it’s probably greenwashing: 🧵1/10

[Jeff @JefftheKoch]

Nanoimprint Lithography: Stop Saying It Will Replace EUV https://t.co/kOXC7ZeHig

[Jeff @JefftheKoch]

Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck https://t.co/6Xqv9yGGVx