tphuang
My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack https://t.co/Jmo8iyjHrn
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Samsung doing mass layoffs is result of its divisions losing shares to China & Taiwan across the board. From below, 38% revenue from Mobile, 32.5% from memory & logic fab, 18% from...
Since Bohai's new facility added 20 new submarine building bays, China has started mass production of 093B. Will significantly change underwater balance of power over next 10 yrs....
Back in 2000s, India was considered to be well ahead of China in s/w bc it was doing the beneficiary of Western out-sourcing. Fast track to today, China has Bytedance, Tencent, Ali...
How China is reducing iron ore dependence: China imported $20B of iron ore in Aug 2021, the month before AUKUS announcement https://t.co/PgcZhfSGtp By June 2024, this dropped to $1...
State subsidized Overcapacity in action: Intel just announced $10B reduction plan for Capex for 2024/25 It's net Capex became just $23-27B because it is getting $23B funded thru su...
China Eastern (MU) placing a 100 C919s order w/ COMAC https://t.co/K5Edx7EX7a Huge injection of confidence in the program MU originally only ordered 5 C919s+15 options Such larg...
More news from YMTC on Phase 2 Started in 2016 - Unigroup planned 100k wpm phase 1 & 200k wpm phase 2 w/ $24B capex Unigroup later bankrupted, but YMTC has been successful Started...
Photoresist bigger deal than ASML/Lam/AMAT, can't fab w/o more photoresist. Japan dominates, what about supply chain? Xuzhou B&C has full Photoresist supply chain of Monomer, Resin...
Sophgo, a Bitmain subsidiary, came out with 64 core RISC-V based AI chip https://t.co/GKkDIbBTJx Advertised as world's 1st mass produced 64-core RISC-V chip, delivery starts this m...
Just watched https://t.co/f4wpRasO0e, HarmonyOS's hyper terminal feature of allowing 1 device to control other Harmony devices is quite powerful. 4/5G connectivity of phone can be...
Back in Sep, Shanghai reported that "SMEE made breakthroughs in 90-nm lithography machines" https://t.co/kTBjNtbhjK. Some thought this was SSA600, but I don't. SMEE likely abandone...
Claims to be Q&A with Huawei advanced packaging tech person https://t.co/DW4OPXCBGP. Chiplets link entire IC industry chain including chip design, EDA, IP, interposer, material & t...