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Asianometry
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Hearted Youtube comments on Asianometry (@Asianometry) channel.
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I'm glad you could visit us. Thanks for all your work explaining the industry! šš
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As a newish developer, of all videos, this was the most exciting to see when I saw the thumbnail. SQL has become one the foundational blocks of software development and even today, when all the competing NoSQL paradigms (MongoDB, Firebase, Redis, etc) have claimed a space in database management, we are coming back to SQL with new ideas thanks to PostgreSQL and SQLite related projects like Turso and libSQL. And I really like the image in 14:50 while distant in time is so relatable to my knowledge. A testament on how SQL stood the test of time and won. Really thanks Jon for this video.
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"Even being charitable with the trend, a Hyper-NA EUV machine can cost over half a billion dollars. That is about the cost of 1 Barcelona contract with Messi." This satire, unbelievable. Messi's contract costs are completely ridiculous. Keep up your work, it is fascinating.
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I am still gutted how far away the Tainan HSR station is from everything. The connection in XinShi would've been perfect for all TSMC workers and would give everyone a much faster connection to the city. I guess the frustration come from living near the park too.
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Damn wish you gets more views cuz these videos are fire. Way better than other āstock analystsā videos out here.
96
It's true. If you want to work in the semi, never work in FAB! Always on call, that's actually not the worst. The worst is that those damn machines will always break down at the worst moment (midnight, during vacation, or anytime that is not convenient to you), and you have to be able to get yourself ready at those moments. It will seldom break down at regular business hours.
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Well done! There is also a large ongoing exodus of expats from many of those high paying services jobs due to industry consolidation, more employee localization, increased geopolitical tensions, seemingly never ending COVID restrictions, and much more. It is sad. My family left HK after more than 12 wonderful years on the island. Much love to those that remain.
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I don't want to know how much effort it was to put all this information together. Thanks and thumbs up. P.S.: At Nvidia they are insane. Just try to find out which GPU you have and how it compares to others or if they are CUDA capable ..... You will end up digging through lists of hundreds or thousands of cards.
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I miss Sun. I still have a couple SPARCstations sitting in the spare bedroom, a SPARC 20 and an Ultra 5. I haven't powered them up in years, though. I was given the 20 and I bought the Ultra 5 new, way back in the 1990s. They, and the IPC and IPX I used to have, made a nice little home network.
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Just a little correction, in this context, "societĆ " translates to "company", not "society". Good video.
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wow, I learned a lot from this video. I never heard of most of these people. Even though my family is from Taiwan, I've never heard of any of them talking about these TSMC super stars
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I remember that DRAM shortage. It came when the transition from 256K to 1Mb, was about to occur. Those dates shown, was when chip was designed, not when it was widely distributed. That was ~2yr lag. Yep, 2nd half of 1988. DRAM prices skyrocketed, and stayed high for the next 2 years.
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I love that the volume is so much louder (more normal) in recent videos. Not a fan of ASMR narration. The content is outstanding as usual.
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I worked for two summers in š¹š¼ Taiwan, it was so unbearably hot that I would plot my route along 7-11's, stopping in the cool air-conditioned stores to survive, buying snacks to be courteous, favorites included papya milk, sweet bread, tea eggs
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As a studying Electrical Engineer the context this brings to my studies is beyond words. Thank you for the work and love you put into these videos.
93
after watching Nakamura LED discovery, compare to Nichia, AT&T seems like a good company not only promoting Shockly, Brattain, and Bardeen but also give them a credit as a leader in theory of transistor and semiconductor
93
So many obscure and interesting topics that I'd never heard of have been introduced to me by your videos. I'm studying my master's in computer science currently, I adore your videos that intersect with the field. Keep up the brilliant work!
93
Moravec's paradox highlights the inherent challenges robots face in performing tasks that come naturally to humans, due to their limited sensory and flexibility capabilities. In essence, we are asking robots to carry a plate with only a hammer at their disposal. To enable more adaptable robots, it is crucial to invest in enhancing their sensory input and flexibility, allowing them to better mimic human complexity and versatility.
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Hi, really enjoyed your videos. Could you explore doing a case study video on Singapore's semiconductor history and why it did not succeed?
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"Intel dances alone." This is what keeps Pat Gelsinger up at night. Intel's struggle for fab acceptance by the industry at large, and training techs to work independent of the design teams
92
I'm really enjoying your videos. The Sino-Soviet split is hardly talked about in history education or the media. I also appreciate your effort to stay impartial.
92
This video conclusion truly emphasises what Malaysia's Semiconductor Industry faced. Anyway, Khazanah Berhad has sold Silterra to Dagang NeXchange Bhd (DNeX) and a Chinese firm for RM273mil (66m USD). Yet this sells off deemed too cheap with current high semiconductor demand and billions of Ringgit spend to Silterra over a decade. Well, Malaysia's may stay in the IDM market for the next decade. The will, money and politics, just doesn't align to Malaysia to build and become cutting edge pure foundry.
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Only from Asianometry would I not have expected the answer to be "cuz Socialism, 'Murica won yeeeeehaaaaw". Good job!
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As a venezuelan this video is both fascinating and incredible frustrating.
91
Good vid. It seems camera sensors themselves haven't improved greatly in the last few years. Or at least not nearly at the pace they were previously. For example, a great low light camera, the Sony A7SII to A7SIII did not see a huge improvement in low light performance despite a five year gap between releases. Maybe I am expecting too high a pace of improvement for digital sensors and they won't ever be able to compete with image intensifier tubes. For dedicated cameras I understand wanting personal control rather than computer control for taking shots but I do hope the big manufactures begin taking more advantage of computational photography in areas where a photographer can't easily improve it by manual controls- low light, star tracking, focus stacking.
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I worked at LSI Logic/LSI/Avago for 17 years, from 1997 to 2014. It was interesting to hear some of the company history from before I joined.
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From Silicon Photonics, High-NA EUV to Soviet computer industry, Chinese control of rare earths and now zippers⦠Youāre interests are 100% EPIC and I love them all!!! šā¤
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A 15 minute video about Taiwans convenience stores narrated with a somewhat monotone voice and its still one of the most interesting things I have watched this week on youtube. I don't know what makes this formula work but its certainly amazing. I am always happy to click on these!
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Well we were using small particle accelerators in old TV's. So there is nothing really weird about it.
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While your focus is Asia, I would be very keen to see a video like this on Russia post-1991. My understanding is that there was the rapid dismantling of the prior economic and political systems on the advice of the West to introduce market capitalism. This failed dismally with oligarchs grabbing key resources. However, the failed state has continued to this day and has even deteriorated with the current war. Apparently, there is a Russian saying; "that things will only get worse".
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Take a look at DEC.
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One of the things I like most about the Semiconductor industry is how everything is so directly named. āWhat is Metal Interlayer bonding?āWell itās the previously discussed method of bonding but this timeā¦. wait for it ā¦.. it has a metal layer in between the two bits weāre bonding.š
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"Peter Jackson ... is most well known for his work on [proceeds to mention three things I've literally never heard of, and not Lord of the Rings]" me: is, uh, is there a different peter jackson in the business or did Asianometry put a joke into a video finally?
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Really interesting and not too niche for me at least. I remember when SAW filters suddenly became common in TV IF stages - ISTR it was not so much about performance as cost. They replaced several LC circuits which all needed to be hand-tuned in production, saving on parts cost, board size and manufacturing time. The IF stage became small enough to fit inside the tuner can, avoiding the need to have additional shielding for a separate IF stage.
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I work in a outsourced supplier in the automotive sector. Specifically, a stamping plant manufacturing seat belt components. As I've learned about the way the automotive industry works, I see large parallels between how auto manufacturers work and how ASML works. You also did an excellent job in clearly communicating that structure without using diagrams or anything. It's quite fascinating to get all these details.
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I took my kids to visit Taiwan back in 2013. It was nice to see Taiwanese snacks in a 7-11, wish I could get those in the US :)
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Iām somehow amazed at 10,000 calculations per second while watching this video on a phone with a 5nm soc with 15 billion transistors.
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I do like that you cover other topics than just semi-conductors and electronics. Even though I love those videos. But here one can learn about the subject that they never even thought they would be interested in.
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not to the same extent, but my people (Finnish) also have horrible hereditary retinal diseases. my grandmother battled with RP for decades before inevitably going legally blind in her senior years. it's scary growing up knowing how high the chances are that you may have some sort of terrible eye degeneration in your future. my best wishes to the chinese people with this struggle.
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What a marvelous information and the True story about all the real semiconductor industry failure in Singapore history.
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The story of the fall of Hanjin might be interesting for a future video?
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Wow, we don't see quality like this in YouTube. One of the best.
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Always wondered what happened. My momās family is from a town an hour out and we always landed in Iligan from Cebu by ship en route. What happened to Iligan is like what happened to Detroit or Manchester, industrial cities that decayed and became crime ridden.
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There was a period of time IMEC was investigating direct maskless lithography from such companies as Mapper Lithography BV (Netherlands) and KLA corporation (REBL). When ASMLs lithography proved to be viable, mapper for example lost all market share. A sister company is all that remains of them, Mapper LLC (RU).
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9:26 "I can't find an explanation for how [insert ML tool works], but I CAN find how they train it" As an ML scientist, this is close to 90% of how it is. The area where it's gets a lot more analytical is transfer learning, and a huge chunk of reinforcement learning. While we know what goes into training the neural nets, the developed black box intuition is as close as it can get to modern magicry.
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I can't express my love for the diversity of presented topics it keeps things fresh.
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Could you do a review on Applied Materials too? Thanks!
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We need more videos on machines like this. You do a great job of making them
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Great video and very well researched, as always! Note that the name "Field Programmable Gate Array" was meant to invoke familiarity with "Gate Array" (called that in the US, known as ULA, Uncommitted Logic Array, in the UK) which was a chip that had the same logic for all clients except for the metal layer, which was different for each one. Most Gate Arrays used simple NAND gates as their basic element and there was one FPGA that tried that, but it was really smart to have a larger basic block such as a four input lookup table. And with fixed wiring the FPGAs had to add as many transistors to route signals as in the basic blocks.
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Wang was a pivotal system at my bank employer in the early 1980s, before being surpassed by the whole networked IBM PC environment in the mid-80's. WANG Basic was very well implemented, and it ran DBase II as the foundation for some early custom analytical tools. Thanks for the very interesting and detailed analysis!
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