The Transistor-Diamond Paradox. U.S.-China Feud vs. Semiconductor Stocks.
September 18, 2020 — Strategy and Tactics: The Transistor-Diamond Paradox: from More Moore to More than Moore. U.S.-China Feud vs. Semiconductor Stock Performance. WildPhotons: The faults of others console us of our own ...
G. Dan Hutcheson
The Transistor-Diamond Paradox:
How it is the answer to what's driving the industry from More Moore to More than Moore. Going beyond simple supply-demand models, we explain economics behind why transistor prices have always declined, never recovering like other markets due to a Downward-Sloping Supply curve. and build a case for why the end of Moore's Law is not the end for the industry.
What's Happening and What's the Meaning:
Nvidia buying ARM for $40B: They're not playing video games anymore.
U.S.-China Feud vs. Semiconductor Stock Performance: A causal link between the escalation of Bejing/ Washington tensions and the recent declines in the stock market does appear to be emerging. And it's far more that U.S. semiconductor equipment stocks. Chinese semiconductor stocks have been hit worst.
Money Supply and Yield Curve Update: Still pointing up.
Comments, Questions & Answers: Why Advanced Packaging is flipping the Off in OSAT to On-Shore Assembly & Test and TSMC's Arizona fab
ChipChirpsTM — the COVID W turns to shift the curve right. The hot growth in NAND ICs — short notifications from VLSI's analysts to alert clients about breaking news and events. They are exclusively available on VLSI's App for Android and iOS:
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Metrology and Inspection's increasing importance
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"The only thing we have to fear is...fear itself —
nameless, unreasoning, unjustified terror which paralyzes
needed efforts to convert retreat into advance"
— Franklin D. Roosevelt's 1933 inaugural address