Papa Johns

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Papa Johns

@SVTrivo

Semiconductor Engineer, Ph.D. 🇰🇷🇺🇸 📍 San Jose Startup & Big Tech Vet John's Papa Silicon Valley Trivopaedia: Tech, Money, Food & Chips. Life in the SV

San Jose, CA 가입일 Aralık 2009
1.7K 팔로잉12.8K 팔로워
고정된 트윗
Papa Johns
Papa Johns@SVTrivo·
X Life in 100 Days: A Reflection These days, when I talk with fellow engineers in Silicon Valley, I’m constantly amazed. People all over the world are suddenly paying serious attention to semiconductors — studying hard and turning themselves into semi-experts. A few months ago, I revived my long-dormant Twitter account and returned to X. My handle is @SVTrivo — “Silicon Valley Trivopaedia,” a name I created long ago to capture various stories from the Valley. I decided to keep it when I came back. Upon returning, I struggled with what to post. Should I talk about the immigrant experience? The diverse food scenes in the Bay Area? Scenery, hobbies? Since I’m Korean, should I target Koreans? Or focus on local stories in English? I went through quite a few trials and errors. Last year, while visiting my son’s university on the East Coast, a Korean student group asked me to give a talk. I politely declined, thinking that explaining semiconductors for an hour to liberal arts students wouldn’t be interesting or accessible for them. At the time, I felt my work was too specialized and narrow. But after seeing the reactions here on X over the past year, my thinking has completely changed. Recently, the asset that has risen the most globally is stocks — especially semiconductor stocks. Because money is on the line, many non-semiconductor professionals are now studying the industry seriously. That’s why I’ve decided to focus on timely stories: the technology behind semiconductor companies, the context behind stock movements, and deeper industry insights. After studying electronic engineering and spending about 30 years solely in semiconductors, this is the first year I’m truly sharing this world with general audiences. I initially tried various things to grow the account, but I’m now converging toward semiconductor technology, company updates, and industry trends. I’ll occasionally dive into deeper technical topics and see how much demand there is. In the roughly 100 days since returning to X, I’ve seen so many real-time thoughts and the vivid diversity of people’s lives. Thanks to all of you, I now have over 13,000 followers who read, comment, and engage. I’m truly grateful. Going forward, I want to reduce noise and deliver more focused, valuable content. If you’re interested in semiconductors, AI hardware, and the future being shaped by technology, I’d love to grow together with you. Thank you for your support! — Papa Johns (@SVTrivo) Semiconductor Engineer, Ph.D. 🇰🇷🇺🇸 📍 at San Jose Startup & Big Tech Vet Silicon Valley Trivopaedia: Tech, Money, Food & Chips. Life in the SV
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Papa Johns
Papa Johns@SVTrivo·
I want to be close with Serenity @aleabitoreddit 🤣 I saw this Serenity memory foam pillow at Costco and brought it to home. Comfort 🤭🤭
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Papa Johns
Papa Johns@SVTrivo·
@Alisvolatprop12 광주는 원래 암코 $AMKR 공장이 있는 곳이라 반도체 패키지에 대한 일부 기반이 있는 곳입니다. 그런데, 확정인가요? x.com/SVTrivo/status…
Papa Johns tweet media
Papa Johns@SVTrivo

@ohmahahm 이미 패키징의 주요회사인 암코가 광주에 있으니 나름 좋은 시너지가 될 수도 있겠는걸요

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Alis volat propriis
Alis volat propriis@Alisvolatprop12·
삼성전자, 광주에 첨단 패키징 공장 짓는다 | 한국경제 9일 업계에 따르면 삼성전자는 광주에 첨단 패키징 공장을 건설하는 방안을 추진 중이다. 후공정 기지 기준으로는 온양 캠퍼스 구축 이후 35년 만의 신규 부지 투자다. hankyung.com/article/202606…
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Papa Johns
Papa Johns@SVTrivo·
@SkSkfortune 저 영상의 두 종목, 애플과 퀄컴. 애플은 떨어지고, 퀄컴은 오르고 마감했네요 😁
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WS Engineer
WS Engineer@SkSkfortune·
@SVTrivo 황형님. 마이다스의 손임? 전세계 주식을 다 띄울건가?
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Papa Johns
Papa Johns@SVTrivo·
@2Eieie00 미국은 X 어플 다운로드가 17세 이상이네요
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2E_DEM
2E_DEM@2Eieie00·
X가 갑자기 청소년 이용불가 앱이 되었다 다른 나라도 이러냐??? 아니 ㅋ 이러면 진짜 유료 사용자만 남겠네
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Papa Johns
Papa Johns@SVTrivo·
Two jobs?🤣🤣
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Papa Johns 리트윗함
まだ面白い
まだ面白い@madaomoshiroi·
孫たちがティラノサウルスのコスプレを来て驚かそうとしているという情報を事前に入手していたおばあちゃんの対応が神すぎる
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Papa Johns
Papa Johns@SVTrivo·
X Life in 100 Days: A Reflection These days, when I talk with fellow engineers in Silicon Valley, I’m constantly amazed. People all over the world are suddenly paying serious attention to semiconductors — studying hard and turning themselves into semi-experts. A few months ago, I revived my long-dormant Twitter account and returned to X. My handle is @SVTrivo — “Silicon Valley Trivopaedia,” a name I created long ago to capture various stories from the Valley. I decided to keep it when I came back. Upon returning, I struggled with what to post. Should I talk about the immigrant experience? The diverse food scenes in the Bay Area? Scenery, hobbies? Since I’m Korean, should I target Koreans? Or focus on local stories in English? I went through quite a few trials and errors. Last year, while visiting my son’s university on the East Coast, a Korean student group asked me to give a talk. I politely declined, thinking that explaining semiconductors for an hour to liberal arts students wouldn’t be interesting or accessible for them. At the time, I felt my work was too specialized and narrow. But after seeing the reactions here on X over the past year, my thinking has completely changed. Recently, the asset that has risen the most globally is stocks — especially semiconductor stocks. Because money is on the line, many non-semiconductor professionals are now studying the industry seriously. That’s why I’ve decided to focus on timely stories: the technology behind semiconductor companies, the context behind stock movements, and deeper industry insights. After studying electronic engineering and spending about 30 years solely in semiconductors, this is the first year I’m truly sharing this world with general audiences. I initially tried various things to grow the account, but I’m now converging toward semiconductor technology, company updates, and industry trends. I’ll occasionally dive into deeper technical topics and see how much demand there is. In the roughly 100 days since returning to X, I’ve seen so many real-time thoughts and the vivid diversity of people’s lives. Thanks to all of you, I now have over 13,000 followers who read, comment, and engage. I’m truly grateful. Going forward, I want to reduce noise and deliver more focused, valuable content. If you’re interested in semiconductors, AI hardware, and the future being shaped by technology, I’d love to grow together with you. Thank you for your support! — Papa Johns (@SVTrivo) Semiconductor Engineer, Ph.D. 🇰🇷🇺🇸 📍 at San Jose Startup & Big Tech Vet Silicon Valley Trivopaedia: Tech, Money, Food & Chips. Life in the SV
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Papa Johns
Papa Johns@SVTrivo·
@damnang2 The first match of Korea will be Jun 11, Thu 7:00PM. - Republic of Korea vs Czechia
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Frenchie
Frenchie@Frenchie_·
L’indice coréen (KOSPI) vient d’effacer toutes ses pertes de la session de hier Propulsé par un SK-Hynix sous hormone de croissance qui prend 14% sur la session Le signal est hyper fort Ne vendez pas vos semi-conducteurs
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Damnang2
Damnang2@damnang2·
Wow... I totally forgot the World Cup kicks off this week.😅
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Papa Johns
Papa Johns@SVTrivo·
Cerebras Systems (CBRS) – Today & Past Week Today: $247 (+$45.88 / +22.82%) Past Week: $247 (+$18.00 / +7.86%) I still view $CBRS as a groundbreaking technological achievement capable of driving a true paradigm shift in AI — strong enough that I participated directly in the IPO. In that sense, I fully agree with KAIST Professor Jeong-ho Kim’s optimistic outlook on Cerebras. It’s a technology I haven’t personally experienced yet, so there’s no historical data on what constitutes a fair price, a bottom, or the likely trading range in the short or long term. But building an AI compute chip the size of an entire semiconductor wafer — and actually making it work (“Oh, this actually works!”) — is the kind of crazy ambition that surprises engineers. I’ll be watching closely to see what real-world performance this revolutionary technology delivers. #Cerebras #CBRS #AI #Semiconductors #WaferScale
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Papa Johns@SVTrivo

KAIST Prof. Jungho Kim just shouted out $CBRS 🔥 “If I have to rank the competitors in my roadmap, Cerebras is #1.” He seriously analyzed their radical approach — ditching HBM and filling an entire 12-inch wafer with massive SRAM. 📽️ Check this 1 min extracted clip with English subtitles * Original clip from “손에 잡히는 경제” youtu.be/hMpgmdw91hQ?t=…

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Oh Hahm Ma
Oh Hahm Ma@ohmahahm·
마이크론은 주간장에서 3퍼 박에 안오르는데 하닉이 폭등하는 이유가 뭘지요
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