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An Interview with Stratechery; A New Start
I got interviewed by Ben Thompson of Stratechery. I also want to talk a change.
Jan 21
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Jon Y
35
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An Interview with Stratechery; A New Start
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December 2024
Looking Back at 2024
Can you imagine it?
Dec 31, 2024
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Jon Y
45
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Looking Back at 2024
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Nvidia's Unique History and Culture
An interview with Tae Kim, author of the "Nvidia Way"
Dec 6, 2024
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Jon Y
109
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Nvidia's Unique History and Culture
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November 2024
The Big Data Center Water Problem
A datacenter with 15 megawatts of IT capacity is estimated to use about 80-130 million gallons of water each year.
Nov 20, 2024
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Jon Y
44
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The Big Data Center Water Problem
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How Sony Mastered the Transistor
Last month’s AiSalon was quite fun.
Nov 7, 2024
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Jon Y
28
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How Sony Mastered the Transistor
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October 2024
EUV With Fewer Mirrors?
Has it really been so long since I last did a newsletter?
Oct 28, 2024
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Jon Y
42
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EUV With Fewer Mirrors?
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August 2024
The Creation of STMicroelectronics
Two semiconductor companies.
Aug 31, 2024
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Jon Y
39
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The Creation of STMicroelectronics
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The $600 Billion AI Chip Giant
Note: All I would like to point out is that Broadcom’s market cap is $771 billon now.
Aug 20, 2024
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Jon Y
86
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The $600 Billion AI Chip Giant
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June 2024
What’s Next For ASML?
See the video below:
Jun 16, 2024
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Jon Y
59
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What’s Next For ASML?
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April 2024
Why Brain-like Computers Are Hard
Computers that run the Von Neumann architecture store their programs and data in the same memory bank.
Apr 29, 2024
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Jon Y
56
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Why Brain-like Computers Are Hard
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TSMC's CHIPS Act Money
At the end of my video on TSMC’s experiences in Japan, I wrote:
Apr 8, 2024
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Jon Y
70
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TSMC's CHIPS Act Money
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March 2024
Is the AI Boom Real?
For the past three weeks I have been traveling through Japan and the United States.
Mar 7, 2024
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Jon Y
53
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Is the AI Boom Real?
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