I wonder if TSMC has a self-destruct button. I do not think they want CCP to take over those fabs. Agree, this is a worst case scenario, and we need to get at least one TSMC fab in the US.
"Edwin Hubble and Grote Reber — could there be more than a cosmic connection between them, both being astronomers, one optical and the other radio? Yes, it turns out, there is.
Around 1900 the Hubble family lived in Wheaton, Illinois, and as his 7th and 8th grade teacher young Edwin Hubble had a Miss Harriet Grote who later married Schuyler Reber and bore him Grote Reber as their first son. She often commented to Grote that young Edwin Hubble stood out from other students in his class and that she felt he would go far. In later years, when Hubble's fame was spreading she took special pride in his accomplishments and that she had been his teacher."
This is how the semiconductor industry used to work - boom bust cycles. The author is probably right that lots of supply will come online at the same time, probably overshooting demand. There’s lots of demand still though, and possibly dealt with by not running balls out 24/7. They’ve been at max capacity for a while and not running at that point might be good for everyone.
It’s not about memorizing. Technical material needs to be used to understand. At least take notes and at best do problems. Keep a google doc or other notebook while you’re reading. Review chapters after you finish them. Review the book when you finish it. You’ll need to put in time above just the time reading.
I think you’re very naive as to how revolutionary the discoveries and inventions of Bell Labs truly were. Apple is not doing any fundamental research the way Bell Labs did. Every piece of electronics today uses transistors originally patented by BL. Bell Labs in 80 is like Microsoft 10 years ago. What real inventions had they come up with then? They’ve been a monopoly for 25+ years and what have they produced?
There’s lots of ground breaking work being done at labs today, I just don’t think they’ll be winning Nobels like Bell Labs was. Bell Labs has 9 Nobel prizes. Make a measurable claim on how many google research will get, and I’ll wager against it.
I agree with this. Apple, a huge part of spy, does tens of billions of business outside the US. Most of the rest of the S&P 500 also. Using US GDP as a denominator is faulty when the stocks in the numerator are worldwide leaders. It’s a simplistic measure that I wouldn’t base my investments on.