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TSMC's New R&D Fab in Taiwan
Sorry that it took so long for me to get this one out onto the newsletter. I have been super busy and I have been tired recently. Also, there is a new…
Aug 31
•
Jon Y
46
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TSMC's New R&D Fab in Taiwan
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TSMC's New Fab in Germany
The rumors have long been cooking. Reuters said that it took 40 rounds of talks. But now the news is finally here: TSMC is building a fab in Europe. I…
Aug 13
•
Jon Y
42
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TSMC's New Fab in Germany
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July 2023
The 20 Year Fall of Japan's Sharp Corporation
The mechanical pencil. The calculators. The TVs. Over the years, Japan's Sharp Corporation has delivered a bevy of iconic products. But starting at the…
Jul 12
•
Jon Y
25
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The 20 Year Fall of Japan's Sharp Corporation
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The 3-D Transistor Transition
Starting in 2011, Intel and the rest of the leading edge semiconductor industry made a remarkable technical transition. For the first time, the industry…
Jul 5
•
Jon Y
29
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The 3-D Transistor Transition
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June 2023
Running Neural Networks on Meshes of Light
In 2016, humanity took another loss when Google's AlphaGo defeated Lee Sedol at the game of Go. But in the midst of that loss, some people comforted…
Jun 28
•
Jon Y
21
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Running Neural Networks on Meshes of Light
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FPGAs: The Ultimate Flex
If you want to watch the video first, it is below: A Field Programmable Gate Array or FPGA is an integrated circuit that can be reprogrammed after…
Jun 14
•
Jon Y
26
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FPGAs: The Ultimate Flex
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May 2023
Intel & AMD: The First 30 Years
If you want to watch the video, it is below I want to take some time to pitch my Startup Island Taiwan podcast episode with Dylan Patel from…
May 31
•
Jon Y
26
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Intel & AMD: The First 30 Years
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How Japan Won the Lithography Industry
(& Why America Lost)
May 24
•
Jon Y
30
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How Japan Won the Lithography Industry
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Can Vingroup Upgrade Vietnam’s Auto Industry?
If you want to watch the video, it is below I think it makes sense to release this one considering the recent news that Vinfast, the Vingroup EV…
May 17
•
Jon Y
19
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Can Vingroup Upgrade Vietnam’s Auto Industry?
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UMC: Taiwan’s Other Semiconductor Giant
If you want to watch the video, it is below Dylan Patel of SemiAnalysis is coming to Taiwan later this month and we are thinking of having a small joint…
May 10
•
Jon Y
26
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UMC: Taiwan’s Other Semiconductor Giant
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April 2023
AI's Hardware Problem
If you want to watch the video first, it is below: I worked on this video long before ChatGPT blew up the world so it had yet to come to my attention…
Apr 26
•
Jon Y
40
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AI's Hardware Problem
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The Fake Chip Scourge
For today’s newsletter I want to first feature Tiny Tapeout, a nifty little project that I think more people should know about. Matt Venn first reached…
Apr 18
•
Jon Y
26
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The Fake Chip Scourge
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