The Asianometry Newsletter

See the video below: I recently returned from a two week trip to Europe for IMEC’s ITF World 2024. It was a wonderful whirlwind of a journey and had a…

Jun 16 •

Jon Y

Why Brain-like Computers Are Hard

Computers that run the Von Neumann architecture store their programs and data in the same memory bank. Since both have to travel the same road to get…

Apr 29 •

Jon Y

TSMC's CHIPS Act Money

At the end of my video on TSMC’s experiences in Japan, I wrote:

Apr 8 •

Jon Y

Is the AI Boom Real?

For the past three weeks I have been traveling through Japan and the United States. This trip has been part sight-seeing and part learning tour with the…

Mar 7 •

Jon Y

Analog Chip Design is an Art. Can AI Help?

Here’s the video: I want to call out a Substack written by a friend. Tanj boasts a monstrous boatload of knowledge about semiconductor manufacturing …

Feb 12 •

Jon Y

Toshiba’s Big Technology Export Scandal

You can watch the video here: I recently read an interview with ASML's (now retiring) CEO - Peter Wennink - about the issue of banning Dutch exports of…

Jan 10 •

Dec 27, 2023 •

TSMC Chairman Mark Liu Retires

A few random thoughts

Dec 19, 2023 •

Jon Y

The Asianometry Newsletter

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time

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