RhettyB
@RhettButlerDMV
A simple country boy, you might say a cockeyed optimist, who got himself mixed up in the high stakes game of world diplomacy and international intrigue.
Tal vez te guste
With $NVDA hamstringed by export controls, Huawei is preparing to double output of its top AI chips over the next year. I get the whole "we don't want to supply our competitors with our top AI chips" argument -- but Chinese AI companies are going to get great AI chips no matter…
Classic deep state Washington thinking around tech is focused purely on *control* and *risk* and has a lack of understanding of technology/developer ecosystems work. As @DavidSacks says: for the American AI stack to win, we need to maximize marketshare. This means maximizing…
A commentary by semiconductor expert Professor Seokjun Kwon of Sungkyunkwan University on U.S. sanctions against the semiconductor factories of its allies in China: The inevitable has finally come. For the time being, the impact of the recent U.S. government sanctions will…
U.S. Prepares Measures Targeting Allies' Semiconductor Fabs in China - Jeffrey Kessler, the export control chief at the U.S. Department of Commerce, has reportedly notified major global semiconductor companies, including Samsung Electronics, SK Hynix, and TSMC, that the "Blanket…
I do not understand why, if the federal government, doesn't want Nvidia or Lam or KLA to business with China why don't they come on out and say it? Enough already with this creeping ban
Who's done more for China's chip industry than the US Commerce Department? At the request of the US Department of Commerce, TSMC has announced it will stop shipping advanced chips of 7nm and under to customers in mainland China starting November 11. Through this measure, the US…
Donald Trump has no greater friend than the far left, which has managed to alienate historic numbers of Latinos, Blacks, Asians, and Jews from the Democratic Party with absurdities like “Defund the Police” or “From the River to the Sea” or “Latinx.” There is more to lose than…
Gross. Just so gross.
ASML shares +11%. Bloomberg: "The US is preparing to exclude semiconductor-equipment makers in the Netherlands and Japan from its latest round of restrictions targeting China, people familiar with the situation said, while warning the plans are fluid and may change." Translation:…
Pleased to receive the delegation led by @TechDiplomacy Chairman @KeithJKrach & @USTaiwan President @RJHCUSTBC. The enduring trust between #Taiwan & the #US fortifies our shared commitment to democracy & prosperity. I look forward to working with the USTBC to propel innovation.
Pretty worried about this new chronoweapon that can force you to go back as many as 27 years in time and commit plagiarism.
Harvard president's resignation highlights new conservative weapon against colleges: plagiarism apnews.com/article/harvar…
Shanghai Shengmei, #2 or 3 SME in China saw revenue rise 74% in Q1 & profit go up 2937% YoY laoyaoba.com/n/859393 More interestingly, it will invest 245m RMB in a R&D/manufacturing center in Korea If there was any doubt, Chinese SMEs won't be satisfied w/ just home market
NAURA saw profits rise 171-200% & revenue rise 69-87% in Q1 laoyaoba.com/n/856806 Huge gain due to More customer validation of logic/memory tools post 22Q3 Sic wafer & solar cell growth FY2022 revenue of $2.5B puts NAURA at the same tier as ASMI Needs more yrs to reach Tier 1
It’s amazing to watch us govt try to screw over other countries semiconductor industry to help china’s chipmakers. Just hand the worlds largest market to ymtc, what could possibly go wrong? There was a time when America actually complained about China not providing market access
SCOOP - White House wants South Korea to urge Samsung & SK Hynix not to fill Chinese market gaps if Beijing bans Micron from selling in China on.ft.com/3LoIbIT
Recent announcements from the Dutch government and tool giant ASML suggest some forward movement on a so-called “trilateral agreement” that would see some alignment from the Netherland and Japan on the #October7ExportControls. What is going on here? A thread.🧵
This is so good. It’s going to be in 4 parts because it’s so long. Stanley Druckenmiller’s 2023 forecast
I spoke with #TSMC's Former General Counsel Richard "Dick" Thurston on how to interpret the #China provision in the #CHIPSAct. One provision prevents recipients of the funding from expanding advanced chip capacity in China in next 10 years. What is exactly restricted? (1/11)
The promising "CHIPS+" package in Congress aims to bolster 🇺🇸 innovation and secure a tech edge over 🇨🇳. The two chambers initially disagreed on the most transformative piece—a "tech directorate" in NSF—but now they’ve reached a compromise. Here's the breakdown… 1/8 🧵
Citi says oil will collapse to $65 per barrel. JPM says oil could go up to $380 per barrel. I think that's everything you need to know about market forecasting.
United States Tendencias
- 1. Ford N/A
- 2. Tomlin N/A
- 3. Ryan Weathers N/A
- 4. Scott Adams N/A
- 5. Jim Jordan N/A
- 6. Dilbert N/A
- 7. Claudette Colvin N/A
- 8. Clinton N/A
- 9. #ErfanSoltani N/A
- 10. Supreme Court N/A
- 11. Cowher N/A
- 12. Mets N/A
- 13. Daboll N/A
- 14. Secret Service N/A
- 15. AFC North N/A
- 16. Pittsburgh N/A
- 17. Kai Cenat N/A
- 18. Zac Taylor N/A
- 19. Jamier Jones N/A
- 20. Marcus Freeman N/A
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