Jeff retweetledi
Jeff
39 posts
Jeff retweetledi
Jeff retweetledi
Introducing Project Glasswing: an urgent initiative to help secure the world’s most critical software.
It’s powered by our newest frontier model, Claude Mythos Preview, which can find software vulnerabilities better than all but the most skilled humans.
anthropic.com/glasswing
English
Jeff retweetledi
We wrote a chapter in this one. "Teaching Sand to Think." Go check it out!
Arena Magazine@arenamagdotcom
Announcing our first book: Silicon A beautiful coffee table book about the world of transistors, chips, and the greatest technology revolution of all time. 384 pages. Almost five pounds. Preorders open now, shipping in May: arenamag.com/silicon
English
Jeff retweetledi
Micron’s $100B megafab in NY is at risk of delay due to just 6 “concerned citizens” and their frivolous lawsuit. (1/10) 🧵
English
Jeff retweetledi
The surge in AI-related demand for DRAM — or Dynamic Random Access Memory — is tightening supply and pushing up prices in parts of the chip industry. Consumer-facing companies are being forced to either curtail supply or raise prices due to exploding costs.
@rwang07, an analyst at SemiAnalysis, joins @thestalwart and @tracyalloway on the Odd Lots podcast to discuss what this means for the consumer apple.co/4lTgFT6
English
Jeff retweetledi
The U.S. wants 40% of chips made onshore. But quietly, the equipment that makes those chips is moving offshore fast. This gap matters just as much as the chips themselves. (1/6) 🧵
English
Jeff retweetledi
Interconnects Beyond Copper,
1,000 CFETs,
SK Hynix Next-Gen NAND,
2D Materials, and More
newsletter.semianalysis.com/p/interconnect…
English
Jeff retweetledi
Apple-TSMC: The Partnership That Built Modern Semiconductors
Wafer Demand Model,
Node Economics,
and the shifting power dynamics as AI reshapes the foundry landscape
newsletter.semianalysis.com/p/apple-tsmc-t…
English
Jeff retweetledi
"Fuck Everything, We're Doing Seven Patterning Steps"
What part of this don't you understand? If double patterning is good, and quad patterning is better, obviously septuple patterning would make us the best fucking fab that ever existed. Comprende? We didn't claw our way to the top of the lithography game by clinging to the single-exposure industry standard.
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex
I'm still sleeping huh if not this is desperation or mental illness @jukan05 is right, this is advanced NGMI technology
English
Jeff retweetledi
TSMC Overseas Fabs – A Success?
Why Morris Chang Said U.S. Fabs Will Fail,
Wafer Cost and Economics of Taiwan vs. U.S. Fabs,
TSMC Supply Chain Details
newsletter.semianalysis.com/p/tsmc-oversea…
English
Jeff retweetledi
How to Kill 2 Monopolies with 1 Tool
Substrate X-Ray Lithography,
a New American Foundry,
$10k Logic Wafers
newsletter.semianalysis.com/p/how-to-kill-…
English
Jeff retweetledi
Jeff retweetledi
PFAS-free is a big deal in semiconductors. Getting rid of “forever chemicals” seems like a clear win, right? Turns out it’s probably greenwashing: 🧵1/10
English
Nanoimprint Lithography: Stop Saying It Will Replace EUV newsletter.semianalysis.com/p/nanoimprint-…
English
Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck newsletter.semianalysis.com/p/huawei-ascen…
English