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M
I published an update on what caused the shortages, where they are and how they can .... or cannot be fixed.
www.mkwventures.com or...
Mar 6, 2026
Back to the past...
Mar 6, 2026
TOKYO, Feb. 27, 2026 – Rapidus Corporation today announced that it has completed a funding round totaling 267.6 billion yen (equivalent...
Mar 6, 2026
K
We’re in a “hot” trade war that we chose to elevate from “slo-cook”, and every country is grasping for deal-making leverage, regardless...
Mar 6, 2026
K
So the US has to approve any shipments from any country???? The US does not have that authority. this needs to stop
Oh wait. you have...
Mar 6, 2026
K
(Bloomberg) -- Nvidia Corp. has long been the world’s AI kingmaker. Now, the Trump administration is considering taking a formal role in...
Mar 6, 2026
Sounds a little like the Chinese export permits for the rare earths. from Oct 2025. Let's see what kind of "AMD and NVIDIA rare earth"...
Mar 6, 2026
M
So the US has to approve any shipments from any country???? The US does not have that authority. this needs to stop
Oh wait. you have...
Mar 6, 2026
M
it's just forcing china to make their own
Mar 6, 2026
it's just forcing china to make their own
Mar 6, 2026
This is the only issue I can think of quickly with strong bipartisan support in Congress, and IMO restricting chip sales and even...
Mar 6, 2026
S
from Apple A18 with TSMC N3E to Apple A19 with TSMC N3P, source = Kurnal Insights
Mar 6, 2026
S
it's just forcing china to make their own
Mar 6, 2026
S
NIL is said to target < 10 nm features. The biggest issue is the mask or template, it has tighter defect, placement, roughness, and CD...
Mar 6, 2026
from Apple A18 with TSMC N3E to Apple A19 with TSMC N3P, source = Kurnal Insights
Mar 6, 2026