Discover and read the best of Twitter Threads about #chips

Most recents (21)

The G7 Communiqué is out. It covers a range of topics: trade, climate change, science and technology, artificial intelligence, anti-corruption, and so much more. This short thread 🧵 focuses mostly on the trade/tech/econ security themes.…
On artificial intelligence, the G7 recognizes the possible benefits but clear drawbacks of #generative AI. They will thus establish the *Hiroshima AI process,* a G7 working group, in cooperation with the OECD and GPAI, for discussions on generative AI later this year.
The trade section offers unequivocal support for the WTO right off the bat, celebrating positive outcomes from MC12 (ie, fisheries) and anticipates progress in other areas like the #JSI ahead of MC13. Unclear where the Biden administration views its relationship evolving re: WTO.
Read 9 tweets
The move could affect German companies including Merck, BASF. Chancellor Scholz has been striking a harder line on China.
#Germany #China #chips
The proposal is part of a package of measures that Chancellor Olaf Scholz’s government is discussing that would cut off China’s access to goods and services needed for the production of advanced semiconductors, according to people familiar with the matter.
#Germany #China #chips
Read 4 tweets
Is the AI boom the saviour the chip industry needs right now? 🤔

#artificialintelligence #AI #chatgpt #chips #semiconductor

A thread 🧵:
(1/7) @MicronTech CEO (Sanjay Mehrotra) @MicronCEO believes AI is at least partly responsible for a potential turn-around in the chip industry’s fortunes, even as Micron experiences a rebound after 3 quarters of decline. 📈
@MicronTech @MicronCEO (2/7) “We continue to see AI as a secular driver of demand growth in the data centre”, said Mehrotra, who sees Micron as being well-positioned for memory and storage opportunities in AI and data-centric computing. 💾
Read 8 tweets
Mar. 2:
1/ #Russian #Tank #Production

The need of the #Russian army for #Tanks may exceed the #Production rate 10 times.

The pace of #Production of #Tanks for the #Russian army does not allow to make up ..continued

#UkraineRussiaWar #Ukraine #War…
Mar. 2:
2/ #Russian #Tank #Production

..make up for #Losses in #Ukraine, writes @TheEconomist. As a #Western official told the magazine, #Tanks are #Produced in #Russia 10 times slower than the army is #Losing them.

#UkraineRussiaWar #Ukraine #War…
Mar. 2:
3/ #Russian #Tank #Production

Now only 1 enterprise is engaged in the #Production of #Tanks in #Russia - #Uralvagonzavod. As @TheEconomist notes, #Financial #Chaos & huge #Debts have slowed ..continued

#UkraineRussiaWar #Ukraine #War…
Read 18 tweets
💵🇷🇺 1/ Las #importaciones de #Rusia alcanzan niveles anteriores a los de febrero de 2022.

El embargo y sanciones parece que han dejado de ser eficaces (aunque tengan algo de efectividad).…
2/ Las importaciones rusas de #chips se están recuperando con fuerza, aunque aún no están a niveles prebélicos.

Las sanciones, que tendrían que haber asfixiado la planta productiva rusa estrangulando la llegada insumos y bienes intermedios, está fallando.
3/ Esta realidad del fracaso el embargo occidental para estrangular la industria rusa cortando la llegada de insumos,

explica las crecientes noticias de los países occidentales presionando a países como Emiratos Árabes o de Asia Central.

Y bueno, ya sabéis: >>>Os Lo Dije<<<.
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🇧🇬🇬🇷⚡️A Bulgarian citizen was detained in Greece on charges of selling microchips and other high-tech components to Russia from 2014 to 2018, bypassing US export restrictions.
#bulgaria #greece #usa #microchips #chips
The man is accused of "fraud against the government" and "laundering proceeds from crime" and could face a long prison sentence.
The chips sold are suspected to have been used for spacecraft and rockets, but sources suggest they were likely used for the Moscow metro.
Read 4 tweets
Nel #Giornodellamemoria vi ricordo che in nome de #lascienza avete transennato giostre all'aperto impedendo ai bimbi di giocarci (segue)
Sempre in nome de #lascienza avete sguinzagliato poliziotti stile #chips col quad per impedire che una persona se ne stesse a prendere il sole in spiaggia da sola (segue)
Sempre in nome de #lascienza usavate i droni per localizzare i runner che facevano jogging sulla spiaggia (segue)
Read 10 tweets
OK, so we just finished our 3-paper series on the #EUChipsAct.

The 3. paper assesses the effectiveness of the proposed #Crisis Response Toolbox.…

We see many, many problems. Here's why... 🧵

#semiconductors #chips #chipshortage #Europe Image
The proposal talks about utilizing common purchasing, export restrictions and priority-rated orders during future chip shortages to ensure security of supply for Europe.

We also added national reserves since several countries (Spain, Japan...) are thinking about those.
Let's walk through the value chain, shall we?

None of the tools are effective when applied to individual chips because semiconductors are...
- highly customized/not substitutable
- end-products (cars...) need ~1000 chips from all over the world
Read 12 tweets
Legalize #Schokolade 🍫✊😉

Ein 🧵 zur aktuellen Situation bzgl. #Legalisierung und warum #EntkriminalisierungSofort wichtiger ist. Eine fiktive Geschichte über Familie Meier und deren drei Kindern Justus, Lena und Paul.



Viele Eltern kleiner Babys einigen sich auf ein striktes Verbot von Süßigkeiten und Knabberartikeln. Es wird eine Absichtserklärung mit groben Richtlinien, sowie eine dazugehörige Liste von verbotenen Süßigkeiten und Knabberartikeln erstellt, welche von den ganzen Eltern...

unterzeichnet wird. Nur explizit #Chips und #Fruchtgummis sind davon ausgenommen, auch wenn es keinen logischen Sinn ergibt.
Die genaue Umsetzung dieser #Prohibition bleibt jeder Familie selbst überlassen.
Es gibt allerdings auch keine #Sanktionen, wenn man sich nicht...

Read 23 tweets
Con-call with 3 collegues. All #Banking #Security pros. They noted, via twitter, I had attended the @SCSpikes #NFTClassic. Asked me if I was into #NFTs, he is. No. I'm not. I'm like #baseball. Why? Three Reasons. I was asked by them to post my response.
1 - #Crypto/#Blockchain, like all complex mathematics fascinates me. I love it from a technical perspective, AND have worked on two functional commercial applications. But as an operational Day2Day transactional currency? It is loony-tunes impossible to make it pencil.
I was hired by a major credit card company to write a think piece on a 100% of the annual transaction and settlements. One major credit card company on blockchain by year 5 would consume 12% of the world's electrical generation. That nuts.
Read 12 tweets
Similar to other types of slot contests, these password-protected tourneys can be run under different rules. Well, the one thing is for sure, players do not pay an entry fee, what’s more, they get a solid starting balance – bonus #CashbyCashApp or casino #CHiPs .… Typically, punters can hit the reels of pre-selected games, it can be just one title or more of them, usually themed around a certain holiday or event, or made by a certain software provider. As for the duration of such tournaments, it can vary dramatically, ranging from one hour to a month.

Even though you will come across numerous competitions available across all desktop and mobile devices, keep in mind that some online slot tournaments can be only accessed from a certain type of device.
Read 7 tweets
Na última semana, vimos discussões sobre impactos da invasão russa no comércio internacional. Apontou-se para a área de combustíveis e #commodities do setor agrário, que são realmente riscos imediatos para a população mundial. Mas os riscos para as cadeias produtivas vão além 1/
Há alguns anos, pesquiso sobre minerais críticos não-energéticos e seu papel na política internacional. Me perguntei nos últimos dias como o rompimento do comércio bilateral EUA-Rússia poderia afetar os próprios Estados Unidos nesse setor e busquei dados relativos ao assunto 2/
12 categorias minerais são importadas da 🇷🇺 pelos 🇺🇸: barita; escândio; potassa; crômio; abrasivos manufaturados (alumina, carbeto de silício, abrasivos metálicos); germânio; alumínio; diamante industrial; metais do grupo da platina; silício; mica natural; zircônio e háfnio 3/
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Good news everybody!

The excellent @J_B_C16 and I teamed up (again!) to analyze what #China's rise in #semiconductors means for #EU. It's not 60 pages and 300 references like the last one (sorry).

Reading this are 20min well spent, promise! Image
This is the second paper based on our (@snv_berlin) cooperation with @merics_eu to make a deep dive into #China's #semiconductor ecosystem. The first paper assessed China's competitiveness in #chips and can be found here.… (it's a "long-read").
In today's paper we distilled several #policy recommendations for the #EU in great expectation of the upcoming #EUChipsAct, future conversations at the EU-US Trade and Technology Council (#TTC) and in light of EU's #IndoPacific strategy.
Read 4 tweets
TSMC 3Q net income NT$156.3b, [Est. Nt$149.59b Prev.137.31b]
TSMC 3Q Gross margin 51.3%, [Est. 50.6%]
#TSMC #semiconductor #chips
#TSMC 3Q revenue NT$414.67b, [Est. Nt$413.56b Prev.356.42b]
TSMC posted a 13.8% rise in quarterly net profit, boosted by a surge in global demand for #semiconductors for smartphones and laptops amid a supply shortage.
The shipment of 5nm chips accounted for 18% of the company's total silicon wafer sales in the 3Q2021, while 7nm chips accounted for 34%.
$TSM #semiconductor #chips
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Sorry I’m rather inept at this bird app so you’ll be reading in reverse time so scroll all the way to the bottom of the thread to start @JavierGoya7 @HolyHaole #taiwainisacountry #thread #bidensbetrayalofTaiwan
#TaiwanIsaCountry #ccp #thread
Read 5 tweets
Has anyone noticed the run-a-way #inflation in the #UsedCar market? Cars that were going for $1600 4 months ago are now going for $16,000– and they have 100,000 miles on them.
2/ Turns out that @JoeBiden’s #Chinese “friends” (read that bosses) are not making the #chips necessary for #NewCarProduction, but his @DNC admin is doing nothing. As usual. We need the real President back. ASAP!
#PresidentTrump would never have allowed it.
Read 4 tweets
Personally, I think that most #tech companies, espechally those that try to bend themselves as pro-#envoirmental like @Apple, are not even close in offsetting the footprint of their products when they purposefully design products to be unserviceable.
Espechally since @Apple/#Apple goes out of their way to purposefully design their products to be #unserviceable and monopolize #replacement #parts down to single #chips like the #ISL9240.

@_SecondThought check out #LouisRossmann's channel on #Right2Repair for that whose feckup.
Read 4 tweets
After 6 months of #lockdown and #lab shutdown I spent a full day 9 am-8 pm in lab doing experiments! New #grad students in #lifesciences: There is always light 💡 and #fluorescent images at the end of the tunnel! Filing a #patent on my #invention from #phd work soon @OrganOnAChip
This is an Organ on a Chip platform that enables mimicking #tissues and #organs in a high throughput manner! The main focus will be towards developing #mucosal organs with tissue resident #immune cells and lining #epithelial cells for #testing #COVID19 treatments #covidvaccines
I recently gave a talk at #oooc2020 organized by @GVNlab at @Columbia. In the talk I demonstrated the #ease of fabrication, #functionality, and #modularity of this platform.
We’re open to #collaborate with interested #researchers! Interested to learn more:
Read 11 tweets
Daily Bookmarks to GAVNet 6/19/2020-2…

Early Release - Seroepidemiologic Study Designs for Determining SARS-COV-2 Transmission and Immunity, September 2020 — CDC…

#immunity #coronavirus #designs #serological #transmission
The KLI | News | Discover The KLI…

#emergent #economy #niches
Smart chemistry rids anti-cancer drugs of serious side effects…

#effects #chemistry #drugs #cancer
Read 5 tweets
There’s a long way to go before #China’s #chips catch up with those of top qualities. Total value of the integrated circuit industry in China was only 300 million yuan in 1999, while by last year, it has climbed up to 251.9 billion yuan, or 37 billion$, ranking No.2 in the world.
Despite the rapid increase, #Chinese products still only takes up 7.9% of the global #market, said Wei Shaojun, head of IMETU.
Bottlenecks in the development of #chips in #China:
1. Inadequate #manufacturing capacities cannot match the design demand - domestic #demands far exceed #supplies;
2. Mismatch of #resources;
3. Lack of professionals.

By Wei Shaojun, head of IMETU:…
Read 3 tweets
#38 #TheFloridaProject 3,5/5 30 menit berlalu gue hanya melihat penggambaran kenakalan anak-anak, namun kebelakang makin intens menyentuh sisi lain kehidupan single parent, Ekonomi dan krama keluarga Amerika. Tapi best supporting role untuk Willem Dafoe kok agak berlebihan yah?
#39 #JusticeLeague 3/5 jadi ini cuman buat ngelawan Steppenwolf, Batman dkk bakar dupa dan melakukan ritual klenik untuk membangkitkan Superman dari kuburan? ..... hhhmmmm. Beklah.
#40 #TheSquare 3/5 Perwakilan Swedia untuk Oscar 2018 ini agak membosankan, 2 masalah utama disajikan, pekerjaan di museum seni dan hp yang hilang berbuntut masalah panjang, yg menarik tampilan Terry Notary sbg Apes di gala dinner dan anak kecil yg dituduh mencuri hp. Sisanya meh
Read 130 tweets

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