1/ "About three-quarters of global semiconductor production capacity sits in just four Asian locations: Taiwan, South Korea, China and Japan, according to the Semiconductor Industry Association. The U.S. represents just 13%." wsj.com/articles/more-… 
2/ Exponential growth bias (EGB) is the tendency of people to perceive a growth process as linear when, in fact, it is exponential."
Demand for chips is experiencing a nonlinear increase while the world is trying to catch up. It's like trying to catch up with a moving train.
Demand for chips is experiencing a nonlinear increase while the world is trying to catch up. It's like trying to catch up with a moving train.
3/ As you know, "tiny balls of tin, about 30 microns wide are blasted twice by the world's most powerful carbon dioxide lasers. The first blast "gets it ready" and the second, stronger pulse turns it into a plasma which is 400,000 degrees Fahrenheit." cnbc.com/amp/2021/11/24…
4/ •Software is a gas - it expands to fit the container it is in
•Software grows until it becomes limited by Moore’s Law
ACM, 1997
•Software grows until it becomes limited by Moore’s Law
ACM, 1997
5/ Thieves stole my truck once, but they only drove it until the gas tank was empty. The thieves were very practical apparently.
My truck was a Ford F-150 King Ranch SuperCrew 5.4 L 2V Triton Supercharged Intercooled V8 engine.
Not a daily driver. MPG was: don't ask.
My truck was a Ford F-150 King Ranch SuperCrew 5.4 L 2V Triton Supercharged Intercooled V8 engine.
Not a daily driver. MPG was: don't ask.
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