Scarface Al

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Scarface Al

Scarface Al

@galbataar

interests Tech, Food, Fitness, Finance, Women The parasite hates 3 things Free Markets, Free Will & Free Men

Sumali Ocak 2011
948 Sinusundan1.4K Mga Tagasunod
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Crémieux
Crémieux@cremieuxrecueil·
One of the things I showed in this short version of the presentation was that China is actually getting out ahead of the U.S. *more* on innovative drugs. It's highly original trials with new modalities, targets, indications, etc. where China is outpacing America the most!
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MTS@MTSlive

.@cremieuxrecueil dismantles the myth that China only makes "me too" drugs, and what it means for the future of gene therapy: "One of the things China's been accused of for a long time is just doing 'Me Too' drugs... where you basically see a new drug get approved and then you copy it immediately. "Are these Chinese drugs just Me Too? No. These are cell and gene therapy trials." "In the US we are banned from offering gene therapies that do germline changes, meaning that they affect sperm or eggs." "If we can cure a family of like a horrible, debilitating disease for all time, why don't we?"

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John3250
John3250@john32505·
@SmashJT How these degenerates got in the cornerstone of gaming is insane. We used to look forward to gaming articles, we used to look forward to game reviews to get an idea of the game we were gonna purchase, now we can't trust anything.
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Smash JT
Smash JT@SmashJT·
HoW cOulD yOu TeLL i WaS TrAnSssS???
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Rollo Tomassi
Rollo Tomassi@RationalMale·
Feminism is the belief that women should have authority without responsibility, while men should have responsibility without authority.
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Scarface Al
Scarface Al@galbataar·
@Shadaya_Knight And that's why the smart baddies open boutiques and sell overpriced products 🤑
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𝑻𝒉𝒆 𝑺𝒂𝒍𝒕 𝑶𝒇 𝑻𝒉𝒆 𝑬𝒂𝒓𝒕𝒉
Cyan Boujee has had her bank accounts frozen on allegations of money laundering, connected to Erkurhuleni manager Kagiso Lerutla who defrauded a lot of money Not so many weeks ago, she was all over social media celebrating about buying a house. She is always flaunting wealth, expensive iPhones, hairstyles, designers, cars and flying all over She is seen by many young women as an inspiration and she holds herself as one Yet for some reason she's unemployed and has no known business. But now she's crying about her bank accounts being frozen. Why wouldn't banks freeze the accounts when they are not clear about the source? Lesson: Stop looking up to these so called socialities/influencers, majority of them are either into fraud or prostitution. They're just criminals who have mastered the art of looking good
𝑻𝒉𝒆 𝑺𝒂𝒍𝒕 𝑶𝒇 𝑻𝒉𝒆 𝑬𝒂𝒓𝒕𝒉 tweet media
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Zephyr
Zephyr@zephyr_z9·
Even quartz oscillator prices are up Everything mentioned in this tweet has played out as I expected
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駿HaYaO@QQ_Timmy

AI資料中心加速建置,推動光通訊模組從400G全面升級至800G,並邁向1.6T商用化,高速網通與高頻傳輸需求爆發,帶動石英元件族群強勢表現。 TrendForce數據顯示,800G以上光模組出貨占比將由2024年的19.5%大幅躍升至2026年逾60%,進入世代交替關鍵期。Light Counting指出,光學元件在前五大雲端業者資本支出中的占比,也將從2025年的2.7%提升至2026年的3.1%,並持續攀升至2031年的4.1%,凸顯光通訊成為AI算力基礎建設的核心。 石英振盪器在高速傳輸中扮演「節拍器」角色,提供穩定時脈,確保訊號同步與低相噪,重要性隨傳輸速率提升而顯著增加。全球石英元件市場預計以年複合成長率5.8%擴張,至2027年規模達53億美元。 供給端方面,貴金屬與原油價格走高推升製造成本,晶技已自4月1日起調漲產品價格5%10%,預期有助改善毛利。晶技受惠AI、光模組與低軌衛星新動能;台嘉碩聚焦AI伺服器、GPU模組與WiFi 7,今年光通訊產品出貨量預估達500600萬顆,呈雙位數成長,800G振盪器將於2026年底量產。 在AI驅動、光通訊升級、技術門檻提升及成本轉嫁等多重利多下,石英元件產業進入新一輪成長循環,具技術與客戶優勢的業者有望優先受惠。 ctee.com.tw/news/202604207…

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Jukan
Jukan@jukan05·
In short, Japan is short on naphtha → Japan can't produce semiconductor materials → This could bring the world's semiconductor fabs to a halt. Fuck it, send the damn oil to Japan already.
Jukan@jukan05

[Exclusive] Iran War Fallout… Japan's Semiconductor Photo Material Supply Chain 'On the Brink of Collapse' A new flashpoint has emerged in the semiconductor materials supply chain in the wake of the Iran war. Due to a solvent shortage, the Japanese industry is experiencing disruptions in the overall production of photo process materials, including photoresist (PR). Because Japan holds a high share in photo process materials, concerns are growing that domestic (Korean) semiconductor production could also take a hit. According to multiple industry sources on the 22nd, major Japanese photo material suppliers have, since the previous evening, either already communicated—or are scheduled to communicate—the raw material sourcing disruptions to semiconductor customers such as Samsung Electronics and SK Hynix through their Korean subsidiaries. One source said, "The Japanese companies that were notified yesterday (the 21st) evening are holding internal meetings today and are scheduling to formally inform their Korean customers tomorrow (the 23rd)." The materials in short supply are Propylene Glycol Methyl Ether (PGME) and Propylene Glycol Methyl Ether Acetate (PGMEA). PGME and PGMEA are used as solvents in various electronic materials. A solvent is a liquid or gaseous substance used to dissolve other substances. Dissolution refers to the phenomenon in which one substance dissolves and mixes into another. Semiconductor materials that use PGME and PGMEA include PR, Thinner, Bottom Anti-Reflective Coating (BARC), Spin-On-Hardmask (SOH), and temporary bonding adhesives for High Bandwidth Memory (HBM). This covers almost all photo patterning process materials. An industry source described the situation as, "It's like not being able to add water to instant coffee mix." The Japanese companies supplying these materials to Samsung Electronics and SK Hynix are numerous, including Shin-Etsu Chemical, Tokyo Ohka Kogyo (TOK), JSR, Fujifilm, and Nissan Chemical. The reason for the PGME and PGMEA shortage is the Iran war. Japan depends on the Middle East for more than approximately 40% of its naphtha. When the Strait of Hormuz was effectively blockaded in early March, Middle Eastern naphtha supply was cut off. Naphtha is a light oil produced during crude oil refining. When decomposed at high temperatures, it yields basic petrochemical feedstocks such as propylene and ethylene. As a result, 6 of Japan's 12 naphtha cracking centers (NCCs) have entered production cuts. With propylene supply declining, the production of Propylene Oxide (PO)—which uses propylene as a feedstock—was hit. PGME and PGMEA, which use PO as a feedstock, have consequently faced production disruptions in a chain reaction. The spot price of Japanese naphtha jumped approximately 92%, from the USD 600s per ton before the blockade to USD 1,190 in early April. Japan sources most of the raw materials for its semiconductor photo materials domestically. Japan's Daicel produces everything from PO to PGMEA in an integrated manner. Toagosei receives raw materials supplied by Dow and refines them into PGMEA, which it mass-produces. The PGME and PGMEA produced in this way are then received by domestic manufacturers such as JSR, TOK, Shin-Etsu Chemical, and Fujifilm, which turn them into finished products like PR for export to Korea. An industry source pointed out, "Japan has a strong tendency to produce finished products using Japanese-made raw materials whenever possible," adding, "This self-sufficient structure is a strength in normal times, but when one raw material source is blocked like this, the entire chain shakes simultaneously." Japanese photo material manufacturers are expected to review sourcing Korean or Chinese PGME and PGMEA. The key issue is the Process Change Notification (PCN) procedure. If the raw material for photo materials changes, Samsung Electronics and SK Hynix must redo evaluations. This typically takes around one year. For leading-edge processes, it takes even longer. Another source analyzed, "Thinner and SOH have been partially localized, but if Japanese supply of PR or BARC is cut off, semiconductor fabs could come to a halt," adding, "If there are major disruptions in material sourcing, some evaluation steps will inevitably have to be skipped." Reflective benefits for the Korean industry are also expected. Chemtronics and Jaewon Industrial have already built PGMEA mass-production systems and are directly supplying the material to Japanese material companies and Samsung Electronics. An executive at Jaewon Industrial said, "The Korean industry has diversified raw material supply chains across the U.S. and China, so we are better off than Japan, but sourcing is not easy for us either—it's essentially the same situation." Hanwul Soje Science plans to bring in PGME and PGMEA produced locally through its subsidiary JK Materials, which has signed an agreement with a major Chinese materials company referred to as "Company E." It is currently in supply discussions with a major Japanese photo material company on these items.

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