spoctone

word rotator | all things c̶r̶y̶p̶t̶o̶ | AGI doomer | here to share α l not financial/investment advice | like/rt ≠ my endorsement | blue check

[Kyla Scanlon @kylascan]

The young are not very youthful

[Swarajya @SwarajyaMag]

Every year India installs 50 million smart electricity meters but the thing is every chip inside the meters are imported.

An Indian company, Vervesemi, now makes a qualified, ready-to-use alternative. It has even been shown to the Power Ministry. But there is still no mechanism to put that chip into a single meter due to the way the market is today.

This market-product-ecosystem gap is what Indian semiconductor industry champions need to address.

- the country can now make the chip
- and still can't get it used.

Theoretically.
- A chip can now be designed, fabricated and packaged on Indian soil.
- The full sequence, for the first time

Ecosystem:
- 24 funded design startups
- plus 50+ multinational design centres
- an engineering talent base roughly a lakh strong
- 3 packaging units running, 4 more coming
- and Tata's Dholera fab due to produce its first silicon in 2026

So why does the imported chip still win?

Price:
Indian packaging runs 3–5x foreign cost, and one fab quote came back 20% above the Taiwan line it was meant to replace

The old cost edge is gone:
chip-design salaries in Bengaluru now rival the US, so "cheaper in India" no longer holds

Procurement:
government tenders pick the lowest bidder, so an Indian chip that costs 2x at the start is disqualified before it can ever scale down

Paperwork:
even importing a chip to test it can stall on customs and central-bank rules written for finished goods rather than bare silicon

MAINLY -> No pull:
the "product company" layer - firms that turn a chip design into something a manufacturer actually orders - doesn't exist in India yet

What would change it:
- Preferential foundry pricing until Indian fabs scale?
- A procurement carve-out so Indian chips aren't auto-rejected on price alone?
- A rule that counts the actual chip content of a device, not just the resistors and connectors around it

All these changes are expected in the mission's next policy phase, due before July 2026

We've had a good start with the fab and packaging units. The product->market ecosystem needs building now.

For those invested in/closely following the Indian semiconductor space this 6000 word deep dive is a must read 👇

https://t.co/mMdHf3JHIZ

[Zephyr @zephyr_z9]

Pretty good for TTMI

"U.S. Congress are pushing the Protecting Circuit Boards and Substrates Act, offering a 25% tax credit to companies choosing U.S.-made PCBs and planning to allocate $3 billion to subsidize domestic manufacturers. $TTM Technologies and Sanmina, two U.S.-listed PCB manufacturers, are accelerating domestic capacity expansion: TTM will build large new factories in New York State and Wisconsin, bringing the U.S. total to 18 facilities upon completion."

[Jukan @jukan05]

@Alex_Intel_ Korean media are saying that the Korean won has become a “DRAM dollar,” like the petrodollar.

Even if Korea earns dollars, it can’t really convert them back into won because the companies need to invest in the U.S.

[Buck @Buck36043Buck]

When you Can’t Undo decades of Self Hatred and Emotional Dysregulation in an afternoon 🤦🤦🤦🤦

[Anthropic @AnthropicAI]

Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.

It’s happening faster than we thought, and the implications deserve greater attention. https://t.co/OVVPJO7VQx

[Arnav Gupta @championswimmer]

Orange Cloud is Vue and Black Triangle is React? This is the new world order?

[Andrew Curran @AndrewCurran_]

WSJ coverage:

[Soleil @soleiljolina]

Having unwashed hair will have you believing shit like I can’t be saved

[Shobhit Bakliwal @shobhitic]

the frustrating part about india is the optimisation for optics of a thing rather than optimising for the thing itself

[Letterboxd @letterboxd]

💚

[Zoso 🇺🇳(🇮🇶) @MesoAnglic]

Underrated thing is that Indian soft power has actually *receded*, significantly. As late as 2016 (with the film Dangal becoming huge in China) India had a respectable amount of soft power via bollywood exports which are now squeezed from all sides by Turkish/East Asian products

[Sidhant Sibal @sidhant]

US Defence Secretary Hegseth at Shangri-la Dialogue

"In South Asia, India is a critical anchor to hold the line. A powerful India acting in its own self-interest advances our shared goal of maintaining a balance of power across the region..."

Vdo csty: IISS

[ABNDESIGNS @abndesigns]

Axios is reporting that Trump has escaped the wheel of Samsara

[Reuters @Reuters]

Taiwan's MediaTek says it supports both TSMC and Intel's advanced packaging technologies https://t.co/elUfYyeqPM https://t.co/elUfYyeqPM

[LaurieWired @lauriewired]

I’ve always wondered, why can’t we run CPU’s hotter?

Look at any modern CPU, and the maximum junction temperature (TJMax) is around 95ish C.

Leakage current explodes past that point, and reliability drops off a cliff.

But the question is…couldn’t you make a “tougher” transistor? The answer is…sorta.

The Glenn research center at NASA experiments with silicon carbide wafers. Venus is crazy hot (~470C!). Apparently, NASA has been somewhat successful running a medium-scale IC at 500C for 1 year.

Ozark IC also won a contract to develop a multicore RISC-V cpu intended to operate at 500C, but I haven’t seen updates in a while.

Perhaps an EE can chime in. Is ~95C TJMax just a local optimum that everyone collectively settled on? How much density would you have to give up to run things just a little bit hotter?

I wonder if a special, “low density space H100” could reliably run at say, ~150C, or if that’s completely outside the realm of what’s feasible.

[Logan Kilpatrick @OfficialLoganK]

"you can outsource your thinking, but you can’t outsource your understanding"

easy to forget in todays AI era, worth remembering everyday as we all wield more intelligence!

[CL @CL207]

so beautiful of a photo

this is the southern edge of gyeong san province of korea, which powers roughly 40% of world ship building capacity

[Citrini @citrini]

@AlphaTrader00 @zephyr_z9 @VKMacro is a legend and honestly I emphatically agree with him at this point - you have to have a view on a lot more than just “this is a bottleneck” to expect to outperform durably from here

[roon @tszzl]

the new state of things does not encourage
deep work or craft except in people who have a really Benedictine self discipline