While Samsung is gaining traction at mature nodes like 7nm and 8nm—with orders reportedly from Nintendo—it continues to struggle at the advanced 3nm level. According to South Korean media outlet Chosun Biz, even after three years of mass production, its 3nm yields remain at just

DRAM prices have jumped by 20% for the second month in a row — surging demand is likely due to stockpiling tomshardware.com/pc-components/…

An EV has roughly $1300 worth of semiconductor components

🧵1/ The HBM That Jensen Huang Called a Miracle Made with Samsung: What Happened Over the Past 9 Years? Hackerook JoongAng Daily “The High-Bandwidth Memory (HBM)? It’s just a cheap knockoff of the Hybrid Memory Cube (HMC) we’re developing. I won’t bother debating HBM—arguing

Trump’s “Big, Beautiful Bill” could stall U.S. progress in the EV race. As China surges and Europe’s EV sales jump 50% in 2024, U.S. dominance is no longer a given. What’s at stake—and how should the industry respond? bit.ly/3Z7cbj5

Country of origin in semiconductor as defined by each country. Assembly location is the country of origin: Taiwan, EU, UK Wafer Processing location is the country of origin: US, China, Korea, Canada, Japan

So Intel still needs to catch up on process nodes, needs to catch up on CPUs for consumers and data centers, make up for the misses in GenAI, and before that mobile. It got rid of Altera to focus on core, got rid of networking to focus on core, got rid of memory to focus on core.

Report: Samsung Electronics Faces Setbacks in 2nm and 3nm Processes—Losing Even Small-Scale Orders According to Korean media reports, Samsung Electronics has been unable to secure key global big tech clients for its sub-3nm advanced processes. An industry insider noted, “While

Omer Cheema It's a lot more complicated. There is a cost analysis here though explaining it. semianalysis.com/2023/12/11/asm…

Finally, a decent thread on $INTC

A good read from Mckinsey: The effects of tariffs on the semiconductor industry mckinsey.com/industries/sem…

FAA will stop using floppy disks in air control systems. This news can't be unseen. Next time, you take a plane, imagine the added safety enabled by the modernized IT systems as FAA. tomshardware.com/pc-components/…

Data centers will consume more power than world's largest economies. And we thought bitcoin mining was a big problem.

Thirty years ago, during the period of trade friction between the United States and Japan, Toyota tried to import Chevrolet Cavaliers from General Motors to Japan with Toyota logos, but the results were not good at all. History repeats itself. nikkei.com/article/DGXZQO…

Working capital of Chinese EV makers. For people with non finance background, working capital = current assets - current liabilities. It represents business ability to meet short term obligations.

Mayowa A. Balogun H2osultan سلطان Average EV maker capacity utilisation is now 47%. Inventory won choke them😂