Comments by "Frostie-Flake" (@PlanetFrosty) on "Asianometry" channel.

  1. Great job and well rounded review of supply chain issues. Ironically, American invention with containerized shipping related to Vietnam War and then the idea of extending opportunity to other areas globally, not centralized in certain areas, has resulted in concentration. The intended result of distributed systems ended up in concentration. The same has been true of the Internet.
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  2. The most interesting thing is that light hold the key to the next phase of electronics or photonics more properly, as we now are at the cusp of digital optical transistors and Qbit transistors made from light sensitive protein. This is my companies work and we’ll be coming to Taiwan soon to bring these to production reality. Our work will include super computer for development, laboratory and more.
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  3. It’s not that Evergrande is the worst of it there are at least two other in similar or worse condition, but with wrong connections. With millions of jobs at stake and intertwined globally this is no small issue.
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  4. With the Russia China distrust and now Russia supporting an independent Taiwan besides cutting off other military tech from China.
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  5. I’m glad you covered this opportunity. Both Taiwan and Thailand have good medical care and I find it interesting how both are also dabbling in drug discovery. I personally think both have opportunities. I’ve respect for medical care in both. The Chinese dependence is an issue, and now Thailand is taking a much stronger position against China seeking new ties with US and wanting to buy F-35s while canceling Chinese orders.
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  6. Consumer sentiment fell off a cliff in the last three weeks being nearly the worst ever. Real Estate is the worst ever in US and some other markets. This is major deflationary pressure on the stock market. I wish everyone well in Taiwan. I don’t know how this will impact semiconductors.
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  7. This is fascinating and something I never thought about. I’m near sighted and started reading at age 2, naturally. I wasn’t forced to read. I just did.
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  8. The Taiwanese Deer you use as your aviator is charming. You topic is timely and certainly it’s needed to be discussed in detail. Sand use needs to be evaluated. In an oil drill site off California concrete tetrapods were created with aggregate and sand on top. The tetrapods also created habitat and it’s still in use today built in the 1960s
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  9. Great job, this was one of the best!
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  10. I expect to be in Taiwan with 5-6 weeks maybe less and we’re establishing an engineering office as well as me establishing possibly part time residence. I appreciate your insights and some of my own as long time doing business in the region.
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  11. I don’t think TSMC is dead money, but I think internal fights within the CCP are heating up make China increasingly unstable. My own info from inside SMIC is most curious and not the least bit as rosy as yours due to actions by party members and infighting regarding various funds. This seems to be a common theme in China’s semi industry as you pointed out previously. I actually have high ranking Security Forces connected to Semis leaking, curious. I’m watching various fished goods flows to get a better view.
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  12. Very good job, Molten Salt Reactors are a promising producer of heat with general less tritium production.
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  13. You might want read “In Order to Live” by a North Korean escapee sold into sex slavery in China and escaped to S Korea and then to the United States where she is now a US Citizen. A graduate of Duke, she is an educated young woman.
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  14. Taiwan, Japan, South Korea and Thailand have incredible stores. Very good quality food in most cases. The US needs to get these Asian operators to improve things. Great story!
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  15. Very good, I look forward to my trip to Taiwan in about 45 days or so.
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  16. The privacy preserving Lightning Network is very much more internationally universal and now available on many payments systems across the US. While it started as Bitcoin only, now USD is capable of being moved, exchanged or payments made.
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  17. Very good report on the relationship, but now Apple faces challenges. TSMC is ready though to meet the challenge. I will be in Taiwan in a couple of months discussing new process on quantum processors and entirely new process.
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  18. There are two factors here: 1. Big Pharma greed and manipulation. 2. Using the US high prices to subsidize many other countries. Give India time and corruption will destroy Indian Pharma. I hope I’m wrong, but I just watched it happen again in Telecom and poor Indians were the ones hurt. It will be a little while before the stupidity is obvious. I hope it doesn’t happen, but convoluted Government issues and corruption have been disastrous holding India back.
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  19. The real risk is new materials and processes that could wipe out investment in an expensive fab in a press release on the technology. That is the risk because new emerging technologies may be cheaper and faster.
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  20. You information is bad at best in recent years and you need to speak to actual North Koreans. Starvation is now rampant and getting much worse. I have no idea where you received this picture.
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  21. Dr David Johanssen from Cal Tech created the first programming environment for FPGAs as his PhD project. I’ve known David for decades and it’s interesting journey he went on in the industry.
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  22. Great reporting and certainly we can see your enthusiasm for the subject.
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  23. You were on fire with this video...🔥...😂...good thoughtful job as usual, sorry for the bad jokes. I know this was not fun for those harmed.
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  24. The problem I see are the backlog of defaults in SOEs/Partnerships funded by localities that have reached nearly $500B in recent months. China Central Bank has push more back to regions. “Everything is connected” is the issue and the problem. While 3D nand is a good move, the issue is the complex debt issues.
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  25.  @Asianometry  No, not from a FX analysts China’s debts are at over 400% of GDP and real numbers likely between 500-600% so China has been insolvent for nearly 2 years when the World Bank gave it Special Drawing Rights to keep it afloat. The US is only at 120%=
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  26. Dimensity, is doing a good job. I’ve worked on silicon photonics for 25 years and we have a new design we’re now working on a solid state SOC which includes unique photo sensitive “protein” molecule, but more another time...these are now the “Wet Works” as we try to evolve to new methodology in visual and human language understanding.
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  27. You had put so much soul into the shoe video! It was interesting and insightful.
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  28. Great program, I hope to be in Taiwan in October and I’m meeting with TSMC etc on new process which is vastly different than current tech used.
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  29. The reality is this is more an indictment of a communist ideology than capitalism, you could say possibly corrupt crony capitalism found as its most corrupt in China where its mixed with the favor and bribery system of the CCP. I find that these divides develop out fiat manipulations, as in US and sane cryptocurrency movement in bitcoin has the opportunity to move from poverty not being tied to fiat, but this is a longer discussion. Many young Koreans feel the same and feel Government is stifling innovation.
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  30. As I’ve been dealing with a large telecom project in India and can assure you deep seeded corruption is only enhanced in India. The Indian protectionism has hurt India and a fiber to residence growth that was very impressive, even in poorest areas are now a shell of its former glory. This model is not necessarily good and this banking model is a privacy mess with new scams abounding. The new model of required bribes has only grown, sadly. Once again, India is more likely to be a regional outlier than international leader. Best and brightest Fintech are leaving in droves for Canada and US. In recent interviews “corruption” was sighted as the number one reason. I had high hopes, but no more, at least for now.
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  31.  @sudiptaadhikary2044  US citizens subsidize the rest of the world on Pharma, but there are problems in the industry as well.
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  32. Thanks, there is a specialty producer in Southern Oregon as well producing silicon wafers for specialized applications.
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  33. I think the vast corruption in India is still its greatest weakness and recently killed success in fiber optic to the home and modernization. (I’m involved in that industry.) Foxconn is not a chipmaker and this is an issue in the economics and talent. The reputation of Foxconn does have the “shine and appeal” for top talent. There is opportunity, but new advanced processes and substantial SOC development is replacing discrete ASICs. Foxconn has little grasp on the reality that more is being integrated into a single package.
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  34. Utilizing Wikipedia or Wikipedia Commons is pointless and the DPRK routinely edits Wikipedia with aggressive attacks as recently reported and the same from Chinese operations. Famine is in full swing and recent photographs I’ve gotten show the results.
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  35. I think that will take new technology in semiconductor manufacturing. Cheaper faster machines making a more competitive marketplace
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  36. I’ve done quite of business and I own IP with an Israeli company that includes a variety of ethic groups. I own 70% they the rest and it is illegally being used by Tencent.
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  37. Louis Rossmann who has a right to repair foundation and repair operation among others now knee deep in iPhone, MacBook and other hardware. You’re missing some connection to tinkering with hardware that is growing in the US. The next will come re-emergence of hardware “candy stores” I used to visit as a kid and grad student. Some surplus with odd military items and other project houses. The HAM Radio community is growing again and so are Software Designed radios in home brew designs. Guys getting access to X-ray and refraction electron microscopes to analyze chip design are growing too..this must be the tinkering trait coming back to life.
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  38. Good job and present without saying it one of the big challenges for RISC V moving into more advanced design process nodes and capabilities. So what would change this? New machine technologies which could be produced cheaper than current EUV.
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  39. I appreciate this analysis, but this point you’re not say is the “kill app” or killer integration is lacking.
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  40. Really, great work! Very good explanation and working through complexities, and vagaries.
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  41.  @sophisticatedthumb5364  China tried to deliver submarines without engines. Thailand has gotten little from China except cheap consumer products and tourist business and the B&R deals were not acceptable. So there there was little playing. Thailand wants to buy the F-35s awaiting approvals. They want my company to build a new facility there, but we’ll see.
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  42. Well, done.
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  43. Very interesting.
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  44. You’re missing the rise of Korea’s New Economy represented by Do Kwon, of the Terra Foundation and rise of new money in cryptocurrency moving into “corrupt Korea,” but with math cleaning up politics.
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  45. I hope to visit Taiwan and Singapore will be on my list as well later this year.
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  46. Very good detail. We manufactured and fabricated in Taiwan during this period in part for the SE Asian and Asian markets. Good job in detail for this market and time.
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  47. You must be a scooter guy or a bicycle only? Possibly a EV bike.
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  48. Ethiopia suffered the same plight. Stripping of trees has resulted in localized climate change that harms the country which was once larger.
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  49. Thank you, as I prepare to go to Taiwan that is good to know. Very interesting about the culture and history.
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  50. The new draconian labor laws I’ve heard from friends inside China are very disturbing and they say it will expand the “lying flat” movement because they are no more than slaves. They’ve also said there is expansion of forced labor trying to deal with unemployment, I expect some more video soon. I’m not sure how this impacts things like aircraft, automobiles and technology.
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