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Semiconductor Industry Insights

233 pages in cluster
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Sample Pages (Top 50 by confidence)

Dow Corning - Wikipedia
https://en.wikipedia.org/wiki/Dow_Corning
1 user Last: Jan 07, 2026
100% confidence
Morris Chang and the Origins of TSMC - by Brian Potter
https://www.construction-physics.com/p/morris-chang-and-the-origins-of-tsmc?r=2i...
1 user Last: Jan 07, 2026
100% confidence
China’s AI Companies Dodge U.S. Chip Curbs by Flying Suitcases of Hard Drives Abroad - WSJ
https://www.wsj.com/tech/china-ai-chip-curb-suitcases-7c47dab1
1 user Last: Jan 07, 2026
100% confidence
Rapidus Corporation
https://www.rapidus.inc/en
1 user Last: Jan 07, 2026
100% confidence
Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions
https://newsletter.semianalysis.com/p/fab-whack-a-mole-chinese-companies
1 user Last: Jan 07, 2026
100% confidence
Why America Will Lose Semiconductors - by Dylan Patel
https://semianalysis.substack.com/p/why-america-will-lose-semiconductors?s=r
1 user Last: Jan 07, 2026
100% confidence
TSMC Overseas Fabs – A Success?
https://substack.com/inbox/post/179873122
1 user Last: Jan 07, 2026
100% confidence
Comments - TSMC Overseas Fabs – A Success?
https://newsletter.semianalysis.com/p/tsmc-overseas-fabs-a-success/comments?utm_...
1 user Last: Jan 07, 2026
100% confidence
TSMC Arizona Outage Saw Fab Halt, Apple Wafers Scrapped
https://substack.com/inbox/post/179543497
1 user Last: Jan 07, 2026
100% confidence
Open Source Silicon @ Stanford
https://stanfordsilicon.org/index.html
1 user Last: Jan 07, 2026
100% confidence
Supply Chain Explorer for Advanced Semiconductors – Emerging Technology Observatory
https://eto.tech/blog/updated-supply-chain-explorer
1 user Last: Jan 07, 2026
100% confidence
Biden’s Unprecedented Semiconductor Bet - Carnegie Endowment for International Peace
https://carnegieendowment.org/2022/10/27/biden-s-unprecedented-semiconductor-bet...
1 user Last: Jan 07, 2026
100% confidence
Biden Administration Clamps Down on China’s Access to Chip Technology - The New York Times
https://www.nytimes.com/2022/10/07/business/economy/biden-chip-technology.html
1 user Last: Jan 07, 2026
100% confidence
ChinAI #98: Techlore - The Historical Rise of TSMC & Samsung in Semiconductors
https://chinai.substack.com/p/chinai-98-techlore-the-historical?s=r
1 user Last: Jan 07, 2026
100% confidence
Tech War: US-China Competition Moves into Advanced Chip Packaging - Bloomberg
https://www.bloomberg.com/news/features/2023-11-21/tech-war-us-china-competition...
1 user Last: Jan 07, 2026
100% confidence
Banned US chipmaking equipment still ending up in China • The Register
https://www.theregister.com/2023/11/15/banned_chipmaking_equipment_china
1 user Last: Jan 07, 2026
100% confidence
Back to the Future with Gordon Moore
https://thechipletter.substack.com/p/back-to-the-future-with-gordon-moore?s=r
1 user Last: Jan 07, 2026
100% confidence
LLMs will power next-gen chip IP companies
https://www.zach.be/p/llms-will-power-next-gen-chip-ip
1 user Last: Jan 07, 2026
100% confidence
Japan's gamble to turn island of flowers into global chip hub
https://www.bbc.com/news/articles/c8676qpxgnqo
1 user Last: Jan 07, 2026
100% confidence
Tower Semiconductor - Wikipedia
https://en.wikipedia.org/wiki/Tower_Semiconductor
1 user Last: Jan 07, 2026
100% confidence
Samsung - Wikipedia
https://en.wikipedia.org/wiki/Samsung
1 user Last: Jan 07, 2026
100% confidence
Why the Chip Industry Is Struggling to Attract the Next Generation
https://www.viksnewsletter.com/p/why-the-chip-industry-is-not-attractive
2 users Last: Jan 07, 2026
100% confidence
ASML’s boss has a warning for Europe
https://www.economist.com/business/2025/03/25/asmls-boss-has-a-warning-for-europ...
1 user Last: Jan 07, 2026
100% confidence
Moore's law - Wikipedia
https://en.wikipedia.org/wiki/Moore's_law
1 user Last: Jan 07, 2026
100% confidence
Announcing the winners of our semiconductor policy contest!
https://www.noahpinion.blog/p/announcing-the-winners-of-our-semiconductor
1 user Last: Jan 07, 2026
100% confidence
Why Samsung is losing its top talent to SK hynix
https://www.chosun.com/english/companies-en/2025/07/15/K2D2LNU34JEM7IRZEEEM2OYUE...
1 user Last: Jan 07, 2026
100% confidence
TSMC quarterly profit seen soaring to record but Trump tariffs, forex a concern | Reuters
https://www.reuters.com/world/asia-pacific/tsmc-quarterly-profit-seen-soaring-re...
1 user Last: Jan 07, 2026
100% confidence
Why is it so hard for startups to compete with Cadence?
https://www.zach.be/p/why-is-it-so-hard-for-startups-to?utm_source=substack
1 user Last: Jan 07, 2026
100% confidence
YC is wrong about LLMs for chip design - zach's tech blog
https://www.zach.be/p/yc-is-wrong-about-llms-for-chip-design
1 user Last: Jan 07, 2026
100% confidence
A Brief and Personal History of EDA, Part 5: The Acquisition Era – EEJournal
https://www.eejournal.com/article/a-brief-and-personal-history-of-eda-part-5-the...
1 user Last: Jan 07, 2026
100% confidence
Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China’s FlipFET, Digital Twins from Atoms to Fabs, and More – SemiAnalysis
https://semianalysis.com/2025/07/21/vlsi2025
1 user Last: Jan 07, 2026
100% confidence
Samsung Electronics workers to strike on July 8-10, union says | Reuters
https://www.reuters.com/technology/samsung-elec-union-south-korea-strike-between...
1 user Last: Jan 07, 2026
100% confidence
Five quick takeaways on the chip supply chain – Emerging Technology Observatory
https://eto.tech/blog/five-takeaways-chip-supply-chain
1 user Last: Jan 07, 2026
100% confidence
Biden declares economic war on the Chinese semiconductor industry
https://www.noahpinion.blog/p/biden-declares-economic-war-on-the
1 user Last: Jan 07, 2026
100% confidence
‘An Act of War’: Inside America’s Silicon Blockade Against China - The New York Times
https://www.nytimes.com/2023/07/12/magazine/semiconductor-chips-us-china.html?sm...
1 user Last: Jan 07, 2026
100% confidence
This is not a Chip War book review
https://learnlearnlearn.substack.com/p/this-is-not-a-chip-war-book-review
1 user Last: Jan 07, 2026
100% confidence
TSMC Founder Morris Chang: The Complete History and Strategy
https://www.acquired.fm/episodes/tsmc-founder-morris-chang
1 user Last: Jan 07, 2026
100% confidence
‘An Act of War’: Inside America’s Silicon Blockade Against China - The New York Times
https://www.nytimes.com/2023/07/12/magazine/semiconductor-chips-us-china.html
1 user Last: Jan 07, 2026
100% confidence
Morris Chang
https://en.wikipedia.org/wiki/Morris_Chang
1 user Last: Jan 07, 2026
100% confidence
Interview: Chris Miller, historian and author of "Chip War"
https://www.noahpinion.blog/p/interview-chris-miller-historian?utm_source=substa...
2 users Last: Jan 07, 2026
100% confidence
An Interview with AMD CEO Lisa Su About Solving Hard Problems – Stratechery by Ben Thompson
https://stratechery.com/2024/an-interview-with-amd-ceo-lisa-su-about-solving-har...
1 user Last: Jan 07, 2026
100% confidence
The semiconductor decade: A trillion-dollar industry | McKinsey
https://www.mckinsey.com/industries/semiconductors/our-insights/the-semiconducto...
1 user Last: Jan 07, 2026
100% confidence
Careers • Atomic Semi
https://atomicsemi.com/careers
1 user Last: Jan 07, 2026
100% confidence
A chip design that changes everything: 10 Breakthrough Technologies 2023 | MIT Technology Review
https://www.technologyreview.com/2023/01/09/1064876/riscv-computer-chips-10-brea...
1 user Last: Jan 07, 2026
100% confidence
I Saw the Face of God in a TSMC Semiconductor Factory | WIRED
https://www.wired.com/story/i-saw-the-face-of-god-in-a-tsmc-factory
2 users Last: Jan 07, 2026
100% confidence
SKY’s the Limit with the SKY130 Open-Source PDK - Skywater Technology
https://www.skywatertechnology.com/sky130-open-source-pdk
1 user Last: Jan 07, 2026
100% confidence
Moore's law - Wikipedia
https://en.wikipedia.org/wiki/Moore%27s_law
2 users Last: Jan 07, 2026
100% confidence
Taiwan is making its way to be global innovation hub: Tina Lin, MD of sales & operations in Google Taiwan
https://www.digitimes.com/news/a20211210VL200.html
1 user Last: Jan 07, 2026
100% confidence
CTIA - China Commits to 5G Mid-Band Spectrum with 6 GHz Allocation: U.S. Needs Clear Response
https://www.ctia.org/news/china-commits-to-5g-mid-band-spectrum-with-6-ghz-alloc...
1 user Last: Jan 07, 2026
100% confidence
I Saw the Face of God in a TSMC Semiconductor Factory | WIRED
https://www.wired.com/story/i-saw-the-face-of-god-in-a-tsmc-factory/?ref=thediff...
1 user Last: Jan 07, 2026
100% confidence
Emotional Well-being Insights 5,431 pages
avabear.xyzsashachapin.substack.comava.substack.com
Feedback eaters and how to spot them
Hand on my heart
Better Living Through Algorithms
Startup Culture Insights 4,397 pages
sfalexandria.comevery.tophilippemnoel.notion.site
Inventing the near future - Brian Machado
The Religion of Ramp
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Diverse Global Perspectives 3,711 pages
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寫在休學之後(七): 使命 | Readwise
Web3 and Cryptocurrency Insights 3,353 pages
pdos.csail.mit.eduvitalik.ca
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Contemporary Philosophical Discourse 2,620 pages
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Conflict Resolution Strategies 2,471 pages
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The Unbearable Slowness of Being
Political Discourse and Critique 2,385 pages
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Art and Cultural Discourse 2,207 pages
Interview with Leonardo da Vinci
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Timeline of Art History – Art Movements and Styles
AI and Complex Systems 1,944 pages
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A Live Look at the Senate AI Hearing
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Neuroscience and Imaging Techniques 1,927 pages
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Marley Xiong
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International Relations and Culture 1,894 pages
Home | Blog Surf
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Social Media Impact 1,821 pages
spencer.placesashachapin.substack.comrobinsloan.com
one year of independence
How Twitter Is Bad For You
A year of new avenues
Concurrency and Memory Management 1,814 pages
pdos.csail.mit.edusailor.liverdagon.dev
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Borrow checking RC GC and Memory Safety Approaches
Fundamentals of garbage collection
Mathematics and AI Integration 1,786 pages
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Open Problems RLHF
Distributed Transactions
Quadratic Payments: A Primer
Personal Growth Insights 1,699 pages
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the anson hudzah interview
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Instead of your Lifes Purpose
Personal Data Management 1,676 pages
What happens when you type google.com into your browser and press enter?"
A Quick and Easy Guide to tmux
Searching & Exploring Your iMessage Database with SQL Queries
Creative Reflections on Life 1,664 pages
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Techno-Optimism and Critique 1,661 pages
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Standard Critique of Technology
Resources for definite optimism
My techno-optimism
Creative Media Innovations 1,619 pages
Cool Website
PBS
NEW AD AGENCY CAPE READY TO MAKE NOISE AFTER QUIET BUILD
Cognitive Enhancement Techniques 1,586 pages
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Exorcising us of the Primer
Ask HN: Best lecture series
Cultivating depth and stillness in research
Market Dynamics and Trading 1,515 pages
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BOND
To Infinity and Back
FTX CEO SBF
Cultural Reflections on Asia 1,460 pages
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Japan Is What Late-Stage Capitalist Decline Looks Like
The politics of iPhone jailbreaking
Go with the flow
Quantum Physics Concepts 1,456 pages
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Pauli effect
Geometrical Optics Feynman Lecture
Magneto-optical trap
Contemporary Fiction Themes 1,446 pages
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State Change - Ken Liu
and all the universe rests in your open arms
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Cultural Reflections and Experiments 1,425 pages
plasticlist.orgdspace.mit.edu
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Harbingers of Failure
ifyouknewmewouldyoulove.me
Rationality and Personality Insights 1,394 pages
arxiv.orguli.rocksbitsofwonder.substack.com
Predicting Personality-Job Fit Using Multi-Genre Games
The Rationality Community Sucks
I love words but I dont trust them
Industrial Economics Insights 1,385 pages
letter.palladiummag.comvitalik.eth.limonber.org
How GDP Hides Industrial Decline
Quadratic Payments A Primer
Work From Home and Office Real Estate
Advanced Mathematical Theorems 1,355 pages
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Lebesgues number lemma
AutoDiff with Monads
Embodied Urban Community 1,349 pages
neighborhoodnyc.substack.com
Introducing The Neighborhood NYC
è Bologna
The ‘beauty’ of independence, community, collaboration: 100 days after Cape’s pu...
Visual Design Principles 1,347 pages
⚡ Design Justice and Beyond - by Jasmine Sun - Reboot
Refactoring UI - Start with too much white space
50 UI Tips
UX Design and Methodologies 1,331 pages
nngroup.com
Zigzag Layout
Why type systems matter for UX: an example
Project Surpass - human improvement interventions - MindMeister Mind Map
Work and Learning Insights 1,278 pages
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on doing Real work
Learning to Work
How to Do Great Work
Image Creation and Editing 1,225 pages
andys.page
Using Stable Diffusion Properly
TUTORIAL: SEVEN IMAGE TRANSFER METHODS FOR TONER, MAGAZINE OR INKJET IMAGES — De...
create and edit presentations online, for free.
Contemporary Poetry and Critique 1,220 pages
poetryfoundation.orgyourdailypoem.combombmagazine.org
To Be Alive by Gregory Orr
The Third Thing by Donald Hall
The Quiet World by Jeffrey McDaniel
Startup Culture Insights 1,207 pages
joinreboot.orgdaedtech.com
The Suicidal Founder
The 7 Habits of Highly Overrated People
No One is Really Working
E-commerce and Fashion Trends 1,193 pages
Model Stitching
Inside Shein’s Sudden Rise: Fast, Cheap, and Out of Control | WIRED
Kaufman Speech Praxis Kit 1 – TalkTools
Machine Learning Optimization Techniques 1,185 pages
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Creating General User Models from Computer Use
Scaling Monosemanticity
A Review of Sparse Expert Models
Philosophy and Literature Critique 1,180 pages
hmturnbull.comdkb.showthoughtco.com
Atlas Shrugged Is the Worst Book Ever
Life is worth living
Nietzsches Idea of Eternal Return
Distributed Systems Concepts 1,170 pages
pdos.csail.mit.eduredis.iobravenewgeek.com
Redis Streams
You Cannot Have Exactly-Once Delivery
Resilient Distributed Datasets Spark
Generative AI Techniques 1,132 pages
arxiv.org
SWE-Agent
Brainformers
Mixtral of Experts
Programming Language Design 1,116 pages
en.wikipedia.orgdanluu.comdl.acm.org
Zero one infinity rule
HN the good parts
Confessions of a used programming language salesman
Glucose Metabolism and Health 1,087 pages
Does Glycemic Variability Impact Mood and Quality of Life? - PMC
Four grams of glucose - PMC
Fasting blood glucose: an underestimated risk factor for cardiovascular death. R...
Cybersecurity Threats and Analysis 1,083 pages
Your Fingerprint Can Be Hacked For $5. Here’s How. - Kraken Blog
Traffic analysis
The Future of Security – O’Reilly
Transformers and LLM Innovations 1,049 pages
arxiv.orghuggingface.co
Muon Outperforms Adam
Finally, a Replacement for BERT
Multi-token Prediction LLMs
Deep Learning Techniques 1,035 pages
arxiv.orgmodal.comsrush.github.io
GPU Glossary
Mamba The Hard Way
Everything about Distributed Training
Biological Systems and Algorithms 1,031 pages
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The Gap Map
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Spiders and Their Amazing Hydraulic Legs and Genitalia
Innovative Learning and Technology 1,029 pages
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Toronto - YouTube
Cultural Critique and Analysis 1,000 pages
Interstellar is about The Death of Film
How "RUNAWAY" Defines Kanye West
Why the Music in Cats (2019) is Worse than you Thought
AI and Computational Neuroscience 996 pages
arxiv.org
Future You: Designing and Evaluating Multimodal AI-generated Digital Twins
xcorr: comp neuro – computational neuroscience, machine learning
Code Switching
Statistical Learning and Optimization 987 pages
arxiv.org
Reasoning with Sampling
Direct Nash Optimization
Emergence of Scaling in Random Networks
Reinforcement Learning and Reasoning 976 pages
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Evaluating LLMs for Impersonation
On-Policy Distillation
Random Policy Valuation
Bay Area Culture and Philosophy 970 pages
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Another Bay Area House Party
Preliminary Rules for Discussing Meaning
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Historical and Philosophical Insights 967 pages
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Mariners at the Dawn of History
On Revolutionary Medicine
Lessons from the Bhagavad Gita
Writing and Self-Reflection 965 pages
jasmi.newsbitsofwonder.cohenrikkarlsson.xyz
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How I wrote Looking for Alice
Philosophy and Psychology 959 pages
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Humanistic psychology
Your self is not a spiritual obstacle
Attending to Technology Theses for Disputation
Language and Spatial Cognition 943 pages
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View of Epistemology of language and space: an introduction | ENERGEIA. ONLINE J...
Machine Learning Techniques 938 pages
Pen and Paper Exercises in Machine Learning
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Applying Probabilistic Programming to Affective Computing
Generative AI Insights 937 pages
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Goldman Sachs GenAI Report
Productivity Effects of Generative AI
Cloud Infrastructure Management 936 pages
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AWS us-east-1 outage
How we clone a running VM in 2 seconds
Eating the Cloud from Outside In
Food and Brand Collaborations 935 pages
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Taco Bell Innovation Kitchen
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이렇게나 좋은 고수, ‘몰라봐서 미안해’
Web Development Techniques 929 pages
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Privacy and the visited selector
Absolute Positioning Inside Relative Positioning
The Checkbox Hack
Digital Marketing Tools 928 pages
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History of S.R.O. residential hotels in San Francisco
Creative Process Insights 915 pages
The Philosophy of J.R.R. Tolkien: Why Things Keep Getting Worse
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TD - YouTube
Large Language Models Analysis 910 pages
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Love First, Know Later: Persona-Based Romantic Compatibility Through LLM Text Wo...
Tracing the thoughts of a large language model
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Google Search Challenges 901 pages
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Health Technology and Careers 880 pages
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Protein Structure Prediction 877 pages
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AI and Mental Health 870 pages
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Dreams and Human-Machine Interaction 869 pages
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yaledailynews.com
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Adam Wheeler Went to Harvard
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no exit
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boxx.substack.comblush-crate-837.notion.sitesarv.substack.com
World-building IRL
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Data, Art, and Identity 765 pages
pdos.csail.mit.edu
Zanzibar Google Authorization System
Data as Symbolic Form: Datafication and the Imaginary Media of W. E. B. Du Bois ...
Like A 'Girl in a Bikini Suit' and Other Stories: The Herman Miller Furniture Co...
Career Development Insights 765 pages
sfalexandria.comrhetoricize.medium.comstevenbuccini.com
Training the Idea Muscle | Alexandria
How to vet software work culture during your interview
8 Truths when I got laid off
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Space Energy Solutions 758 pages
Earth will burn up unless we steal energy from Jupiter's orbit, says ex-NASA sci...
Principles for Inconsistency - Astrophysics Data System
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Literacy and Media Critique 751 pages
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Genre Conventions of Substack Confessionals
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mentalhellth.xyztechnologyreview.com
What If Weed Is Sometimes Bad
VR is as good as psychedelics
What If Weed Is Sometimes Bad? - Mental Hellth
Urban Transit Innovations 744 pages
blog.transitapp.com
Auto-Generated Transit Maps
Post-It Note City
Public Records | Search the Original Resource Worldwide
Metascience and Innovation 736 pages
goodscience.substack.comexperimental-history.comscienceplusplus.org
The Slow Cancellation of Innovation
Science is a strong-link problem
A Vision of Metascience
Game Design and Community 713 pages
matrix67.itch.io
THE HARDEST PART IS SEVEN
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