Viewing profile — osnium123

This news suggests more capex might be coming

In contrast Infineon has hosted PhD students and STMicro has an Italian government research institute on their Catania campus. https://www.imm.cnr.it/institute

I find it interesting that semiconductor companies like Applied Materials, IBM, TI, Analog Devices, Intel, Lam, Micron have not signed up to join this program since they typically …

Big win for Samsung and proves their viability as a foundry.

Do you think IBM will gut them even more?

Tragic to see universities get undermined for short term activity. China will fill in the gap very effectively and will do a better job advancing science though so the global scien…

HRL was the lab where ruby lasers were invented. They lost a large contract recently and had to undergo significant layoffs.

Intel 14A’s future was in question because of potential lack of demand but now it seems that customers are secured.

It’s humbling to think that the fundamentals of LED light bulbs all came from one determined inventor who bucked conventional wisdom and stuck with GaN for LEDs. Thank you Prof. Dr…

Very promising but I think it’s more important for “cheaper” technologies. For cutting edge 2nm logic where Angstrom level uniformity is required, the tool vendors like AMAT, KLA, …

Robotics will help China with the burden of supporting an aging population.

This is a win for Broadcom but it means it’s a loss for other US based RF components manufacturers like Qorvo and Skyworks.

UC Berkeley is losing its newest Chemistry Nobel Laureate to Tsinghua. It’s very significant especially in the context of eroding support for science in the US

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That’s very fair and your are absolutely right that it will be very difficult to retrofit old homes. Do you think newer office buildings and schools would be a good place to start?…