SkyWater is currently the only company that it fully controls, with all its factories located in the United States, and it is a pure-play foundry. 3D chips are the absolute core of DARPA’s Electronics Resurgence Initiative (ERI). SkyWater, the project’s implementer, will collaborate with MIT and Stanford University to turn the 3D chip research and development concept into a reality capable of large-scale industrial production within the next three years.
Category: Semiconductor
TSMC CEO appalling remarks on Chinese robots, inferiority to nVidia Huang, What about Taiwan’s robotics?
In the speech at Asia University’s 25th anniversary celebration, TSMC CEO appalling remarks on Chinese robots: Chinese robots jumping around are “useless, just for show,”
Semiconductor can hardly be overemphasized, it’s top the technology investment
Investors only need to remember one thing: the semiconductor market is only going to get bigger, and its current growth seems to have no boundaries.
The role Morris Chang play during TSMC establishment?
On February 1, 1987, he organized the TSMC, a joint venture between Philips of the Netherlands and ITRI, and served as Chairman and President (CEO). According to Morris Chang, when he was developing the foundry model, he invited Intel to become a shareholder, but Intel always insisted on IDM and was not taken seriously.
Credo, a high-speed connectivity expert ride on AI boom
Credo’s success stems largely from its undisputed leadership in the AEC market, where it holds a 73% share. As the market shifts to rack-mount servers with higher GPU densities, such as Nvidia’s GB200 NVL72, demand for AECs to connect large AI server clusters will increase significantly.
Portfolio of Nvidia investment empire
Nvidia investment empire, in Nvidia’s August 2025 financial report showed it currently holds $4.33 billion in publicly traded stocks
Morris Chang refuted by Yeh Wanan, Taiwan was unwilling to invest in TSMC
Morris Chang refuted by Yeh, After Yeh Wan-an’s short article was published, many friends who participated in and were familiar with TSMC’s founding process called and even wrote to support my argument. This suggests that many people are dissatisfied with Morris Chang’s claim that the government was “reluctant” to invest in TSMC and believe it is unfair.
Indicators helps to interpret the direction of stock market and economic climate
After all, what indicators or data are based on science, rather than divination or astrology, are indeed helpful in predicting the direction of the U.S. stock market.
What does book “Chip War” talk about?
The book “Chip War” has attracted great attention in the past two or three years. I personally think there are several reasons
China ditch US AI chips and decides to go its own way
China ditch US AI chip, Beijing has required Chinese tech companies to justify orders for H20 chips, promoting domestic alternatives like Huawei and Cambricon. Bloomberg reported that relevant ministries recently issued a notice to domestic companies, advising them to avoid using Nvidia’s H20 chips, designed specifically for the Chinese market, particularly in government and critical infrastructure sectors.