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Race to bottom. "The Trump administration is also weighing further actions. It has been considering including major Chinese chipmakers, as well as units of Chinese technology giants like Alibaba, Tencent and Baidu, on a so-called entity list that prohibits them from engaging

Let's not forget CXMT....just saying lol

EM101: "And of course, as an emerging market, any potential leadership change should be the foremost consideration." bloomberg.com/news/articles/…

TSMC N3 and N2 Nodes: Shaping the Next Era of Chip Manufacturing tspasemiconductor.substack.com/p/tsmc-n3-and-…

Love Semi Vision👁️👁️ continues to publish good stuff on chip....(the pace of their publication is crazy......amazing...

Foxconn is one of the most incredible, underrated business stories of all time. Starting with connectors, founder Terry Gou pushed the firm to become Apple’s main manufacturer and then dove into AI servers & EVs. Lots on Foxconn in Patrick McGee’s new book Apple in China.

I am so late on this 😂. But important to catch up so share it for fun

Digitimes: "The current geopolitical environment helps insulate South Korea's lead in HBM. Analysts project SK Hynix's share will dip to 40% by 2033, Samsung will climb to 35%, and Micron will hold around 23%, with Chinese players staying on the sidelines."

Tomorrow attending BI seminar 🫠

Bruh