Jon Y was interviewed by Ben Thompson of Stratechery. Jon is moving the Asianometry Newsletter to Passport and adding it to the Stratechery Plus bundle. He has also been working with Ben to make YouTube videos for his public Artic...
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Jon Y is the author of The Asianometry Newsletter, a Substack publication with tens of thousands of subscribers. The newsletter focuses on studies related to Asia, covering topics such as financials, semiconductors, history, demography, and development. It is published weekly, every Thursday at 1 am Taipei time.
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The text is a reflection on the year 2024 and the state of the channel. The author discusses their favorite videos from the year, the top performing videos, and the places they traveled. They also mention some videos that did not ...
The text is an interview with Tae Kim, author of the book 'Nvidia Way', discussing the history and culture of Nvidia. The book was inspired by an email from an editor at Norton, and it took Kim six to eight calls to convince Nvidi...
The text discusses the water problem in big data centers, highlighting the massive water footprint, energy efficiency, cooling systems, water usage, and the correlation between water and power consumption. It also mentions the wat...
The text discusses the history of Sony and how they mastered the transistor. It talks about the company's founders, their struggles, and the challenges they faced in developing transistor technology. It also details the process of...
0EUV With Fewer Mirrors?
2024-10-28 • semiconductor asml euv lithography lithography
The text discusses a simplified EUV lithography system proposed by Professor Shintake at the Okinawa Institute of Science & Technology. The system uses fewer mirrors and aims to complement, not challenge, ASML's system. It explain...
0The Creation of STMicroelectronics
2024-08-31 • ibm semiconductor general electric motorola cpu hp semiconductor industry stmicroelectronics european computer services italian government and history thomson semiconductors pasquale pistorio thales alenia space thomson-brandt fairchild semiconductor telettra french semiconductor market italian industrialists france telecom european semiconductor industry
The text discusses the creation of STMicroelectronics, a European semiconductor giant, through the merger of Italy's SGS Microelettronica and France's Thomson Semiconducteurs. It details the history of both companies, their strugg...
The text discusses the rise of Broadcom, a company that started as a spinoff of a spinoff and is now worth over $600 billion. It details the company's history, including its acquisition by KKR and Silver Lake Partners, and its sub...
0What’s Next For ASML?
2024-06-16 • technology asml euv lithography lithography
The text is about the author's recent visit to ASML's headquarters in Veldhoven, Netherlands, and the company's growth, challenges, and future plans. It also discusses the company's history, culture, and the technology behind its ...
The text discusses the limitations of Von Neumann architecture in computers and the potential of brain-like neuromorphic systems. It explains the efficiency of the brain in terms of power consumption and computational capabilities...
0TSMC's CHIPS Act Money
2024-04-08 • japan united states agi texas germany electronics taiwan tsmc arizona nikkei
The US plans to award Taiwan Semiconductor Manufacturing Co. $6.6 billion in grants and as much as $5 billion in loans to help the world’s top chipmaker build factories in Arizona. TSMC will construct a third factory in Phoenix, a...
The author reflects on the AI and AI chip boom landscape outside of Taiwan after a trip to Japan and the United States. The post discusses the potential of the AI industry, the impact of scaling laws, the competition in the AI chi...
The text discusses the art of analog chip design and the potential for AI to help. It explains the challenges of analog chip design, the importance of analog design at the 7 nanometer level and below, and the efforts to automate a...
The text discusses the Toshiba-Kongsberg Incident, a major geopolitical technology scandal of the 1980s, and its implications on international trade restrictions. It highlights the challenges of keeping valuable technologies out o...
0Looking Back at 2023
2023-12-27 • reflection travel semiconductor asianometry
The text is a reflection on the year 2023 for the Asianometry channel, discussing popular videos, big themes, and notable events. The author also shares personal experiences from traveling to Korea, Japan, Thailand, and the United...
TSMC Chairman Mark Liu is retiring after a long career. The company has had a history of succession issues, and the future of the company is uncertain. The current CEO, CC Wei, is expected to take over as Chairman, but there are c...
The text discusses the current state of EUV lithography and the issues with TSMC's N3 process. It also explores the experimental idea of Free Electron Lasers for EUV lithography, explaining the process and advantages of using it a...
TSMC inaugurated a new R&D center in Hsinchu, Taiwan. The company is known for its productivity despite lower R&D spending compared to other tech giants. The new fab will experiment with processes for leading edge nodes. The compa...
TSMC is building a fab in Europe, a joint venture with three European electronics companies. The German government will provide about $5 billion of the estimated $11 billion needed to build the plant. TSMC will operate the fab, wh...
The text discusses the rise and fall of Japan's Sharp Corporation, from its founding by Tokuji Hayakawa to its dominance in the electronics market with products like calculators, radios, and LCD televisions, to its eventual declin...