TQC

Oil(y) Hog

[TQC @piggyinsky]

@trendforce $tsm $umc $gfs $smic a key table to watch out for 2022.

[TQC @piggyinsky]

Nov 1956, two fading empires, Britain and France, teamed with Israel to seize Suez. The US shut them down. Moscow issued nuclear threats to London and Paris while crushing Budapest. Eerie? Maybe not. When systems shift, the gap between perceived power and real power gets exposed.

[TQC @piggyinsky]

https://t.co/B13FyGP4LF

[TQC @piggyinsky]

@Jukanlosreve Good luck with the clearance of Ansys deal by Chinese.

[Jason Furman @jasonfurman]

The economy, and stock market, normally reflects the aggregation of the unpredictable consequences of the choices of 8 billion people.

But this was the predictable result of the choice of one man.

[TQC @piggyinsky]

@Jukanlosreve Korean/Japanese toolmakers know CXMT buys their tools for HBM but claim ignorance of the specific use. It's unlikely a high-spec tool would be used for a low-spec product.

[TQC @piggyinsky]

@lithos_graphein TLB msg is loud and clear: foundry or die.

[TQC @piggyinsky]

@lithos_graphein @zephyr_z9 @Ma_WuKong Man, I’d love to give TrendForce some credit, but it keeps fishing oyt garbage and slapping a clickbait hat on it like it’s the catch of the day, or a month since those junks resurface every a couple of months.

[TQC @piggyinsky]

@lithos_graphein At k=0.35, DoF for high NA is close to 60nm.

[TQC @piggyinsky]

@modestproposal1 I don’t get the point that Merton was a critic of the Kelly Criterion. Musk at least appears to be a follower.

[TQC @piggyinsky]

@adcock_brett How do we tackle the power challenge? With a battery energy density of 0.3 kWh/L, a humanoid robot with a 90L volume, if entirely filled with battery cells, would store only 27 kWh. That translates to roughly 10 hours of operation. You really need SSB to be of any practical use.

[TQC @piggyinsky]

@lithos_graphein How do you feel about the flurry of 18A news? At this rate, IFS getting sold is starting to look less like a ‘what if’ and more like a ‘when.’

[TQC @piggyinsky]

@bennpeifert Experienced developers can use LLMs effectively because they have external reference points. As LLM adoption grows, that ability will be lost, everyone will be trapped within. By then, true AGI will be irrelevant—there will be no external benchmark to judge it.

[TQC @piggyinsky]

@Jukanlosreve If they had any other options, Chinese LLM developers would ditch Huawei in a heartbeat. Even former Huawei folks don’t like the company.

[TQC @piggyinsky]

@corry_wang It sounds more a case if customers are willing to the customerised portion of a CRM.

[TQC @piggyinsky]

@chiakokhua Dont think most americans who know TSMC know what T stands for:-)

[TQC @piggyinsky]

@chiakokhua Where did you see that Intel might receive cash from the “consortium”? Over the past three years, Intel has implemented a highly complex financial structure for its fab assets. Intel’s claim on equity can turn out be very tangential.

[TQC @piggyinsky]

@lithos_graphein Merck mostly likely, then BASF. Other names may have antitrust issues.

[TQC @piggyinsky]

@chiakokhua @dnystedt Nice to see you active again!