0Zlack0

@humphilomath @kyleichan @RYANHINGSHING Chinese equipment makers are also building in Malaysia?

@Zlack00 @kyleichan Lo, @RYANHINGSHING, just win silently…

China’s imports of semiconductor equipment from Singapore and Malaysia have increased while imports from the U.S. have declined. Meanwhile, China’s homegrown equipment makers are growing more competitive. Nikkei Asia: asia.nikkei.com/business/techn…

@marketplunger1 Unsure if it's a joke or real

"You're bearish? A bankrupt overpriced shoe maker sold its footwear assets and pivoted into 'AI Data Center Infrastructure' to buy GPU assets. And you're bearish?"

@CacheThatCheque Yes, also unexpected for me

Why birth rates are completely unpredictable: I didn’t have Thailand as the country with the world’s lowest fertility rate in 2026 on my bingo card

#Tin price: $50,040 (+$1,560) 3:03pm London $Tin metal.com/Tin/LME_SN_3M

@lithos_graphein @BeuvingJordy If even Nanya is buying one...

@BeuvingJordy Wish they would rethink that one given the EUV panic buying rn.

Tomorrow $ASML results! No orders will be reported anymore (unfortunately) Focus will be guidance: the potential adjustment for 2026 and especially 2027 and beyond visibility so far. With both logic $INTC $TSM #Samsung + memory markets on fire $MU it's looking pretty good atm

@lasse108 you should rent out these powers!

I’m the GOAT

@humphilomath I don't know anymore... Seems to be a sugar cube under rain 🤡

Lol, where is the Bundesrepublik, @Zlack00?

@TinFormer_News Only Uranium 😂

@Zlack00 Can you fly energy?

Absolutely nothing… get out of semiconductors $ASML $TSM GET OUT OF ANYTHING AI RELATED!! Burn it all down

@Ole_S_Hansen Is that JD Vance?

Hungary election turnout is enormous which should favour the opposition. Magyar now 79% on polymarket from 72% yesterday. US and Russian elections interference apparently doing the trick for the opposition. Thank you, Vance. Hungary: National parliament election Turnout at 11:00 AM CEST 2010: 24.78% 2014: 23.23% 2018: 29.93% 2022: 25.77% 2026: 37.98%

@lithos_graphein Wow, big investment 😳

I ❤️ NY EUV The EUV wafer track made by Tokyo Electron has now arrived at Albany NanoTech. ASML's High-NA EUV scanner coming later this year.

@lasse108 Some pull up challenge

Now that I am sharing the amounts for this specific account I should plan something for when it hits 2m Any ideas?

@lasse108 $BAK will be bak!

You gotta miss the 40’s

@lithos_graphein The GaN epi is grown directly on semi-insulating SiC substrates. This is done mainly for RF HEMTs. The insulating substrate suppresses parasitic conduction and RF coupling, this reduces RF losses and enables efficient operation at high frequencies.

This is the first I've heard of a GaN-on-SiC substrate. They don't explain why they are doing this. The only reasons I can think of are to either place both types of power transistors into one chip or possibly for thermal reasons.

@lithos_graphein @st01014 @Intel_Foundry Hahaha, I was thinking the same!!

@st01014 @Intel_Foundry Everyday I grow more confused abt what exactly they're up to.

Didn't knew @Intel_Foundry was doing power semis.

@CacheThatCheque Oh. They use roman sweetner 😂

I’m so cooked

@AngelicaOung I always was a fan of Cao Cao. Wouldn't say he is a super villain, maybe a an genius anti hero. He is kind of the perfect machiavellian ruler for turbulent times.

CAO CAO: ORIGINS OF A SUPERVILLAIN You can make a decent case that the foundation of the Chinese strategic mind was based not on Sun Tzu’s the Art of War but on the Romance of the Three Kingdoms. And as our world devolve into a multipolar order, I can only imaging the stories and stratagems from the Three Kingdoms period being more relevant than ever. Today we introduce the Supervillain origin story of Cao Cao, who starts the story something of a rogue with his heart in the right place. He attempt to assassinate the usurper Dong Zhuo failed and he went on the run, aided by the virtuous magistrate Chen Gong, who later turned out to have quite a strategic mind himself. While on the run the two took shelter with an old friend of his father’s who was so pleased that his “nephew” is visiting that he jaunted off to the village to get wine and told his staff to slaughter some hogs for a feast. The tragic misunderstanding happened when Cao Cao awakened to overhear the staff saying “we will tie them up before we kill them”. Suspecting an attempt on his life for the hefty bounty on his head, he and Chen killed everybody before then found the tied hogs and realizing their mistake. Chen was devastated, but he didn’t become utterly disgusted with Cao Cao until he also killed the returning old man, who thought he was coming home to a night of drinking and merriment. Cao explained the old man would have naturally wanted revenge and turned him in. Chen condemned Cao, leading him to say what has become his most famous line: “I would rather betray the whole world than let anyone betray me” Cao is definitely the villain of the 14th century novel “romance of the 3 kingdoms” but in the 3rd century historical account of the period, close to contemporary, he is simply its most brilliant statesman, a man of transcendent ability.

@kaiblvg @AngelicaOung Barron Trump as Lu Bu is funnier. He just needs to get a honey trapped by a Chinese beauty, which leads him to go against Trump. 😂

@AngelicaOung So Pete Hegseth is Lu Bu? Interesting... We know Lu Bu was honored and adopted as Dongzhuo's son but ended up killing him after falling into the beauty trap.

Been watching the 2010 TV drama Three Kingdoms on Netflix and Dong Zhuo has so much Trump Energy. So the 400yo Han Dynasty was already so weakened that they were dealing with palace eunuch drama. Some brilliant mind decided it would be great to invite a frontier general who was essentially a warlord into the capital to get rid of the eunuchs. Inevitably, the warlord took over, made the emperor a puppet and started a reign of terror. However, because he never formally made himself emperor the period Dong was in power was still considered Han. But of course everything was different. The old officials of the previous dynasty were gnashing their teeth and quaking in their boots while Dong Zhou did totally out of pocket things. Eventually Dong’s brutality let regional heroes to rise up against him setting up the chaotic 3 kingdoms period. But Trump only has 3 more years so let’s hope it doesn’t get to that.

@AngelicaOung That one was high quality historical drama. Sadly the newer ones can't match it.