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💎 Semiconductor Trade

TSMC, Export Controls, Fab Economics, Strategic Materials

Technical Perspective: Memory Efficiency via Offloading in Warehouse-Scale Datacenters
cacm.acm.org·11h
🧠Memory Hierarchy Design
Curriculum Training for Physics-Informed PIC Code Surrogates
haydenramm.bearblog.dev·6h
⚛️Physics
x86 Ecosystem Advisory Group Aligning On FRED, AVX10 & APX
phoronix.com·8h
💻Chips
Trump Seeks to Cancels CHIPS Act R&D Organization’s Funds
spectrum.ieee.org·13h·
Discuss: r/TrueReddit
💻Chips
Nvidia’s (Slightly) Slower Quarter; Musk’s Phone Ambitions
theinformation.com·4h
🖥GPUs
Model Merging – A Biased Overview
crisostomi.github.io·11h·
Discuss: Hacker News
📊Vector Databases
Google Aiming for Gold
divested.dev·14h·
Discuss: Hacker News
🔓Open Source Software
All UNSC members except US back IPC’s Gaza famine report
aljazeera.com·8h
☢Nuclear Arms Control
Napco: RSR Growth Strong, But Valuation Starting To Look Pricey
seekingalpha.com·15h
🔐Hardware Security
South Korea’s Bet on US Shipbuilding Risks Profits, Nomura Says
bloomberg.com·20h
📜Semiconductor Policy
Sales increase for German arms manufacturer Heckler & Koch
nordot.app·13h
📜Semiconductor Policy
Accelleron Industries AG (ACLLY) Q2 2025 Earnings Call Transcript
seekingalpha.com·14h
📈Economic Indicators
Someone made a 3D printer out of Lego — maker puts together specialist project using bricks, motors, and Python
tomshardware.com·15h
💻Chips
Lidar Maker Hesai Group Is Said to Plan Hong Kong Listing Soon
bloomberg.com·23h
🤖AI
Cambricon Briefly Overtakes Moutai as China’s Priciest Stock
bloomberg.com·21h
💻Chips
Here’s how to break into the Texas space industry
nature.com·13h
⚛️Physics
10 best ideas from Q2'2025 investor letters.
threadreaderapp.com·20h
🚀Startups
AI-powered materials map speeds up materials discovery
phys.org·9h
🧭Content Discovery
Traders Look to Nvidia Results; Trump Slaps India with 50% Tariffs | Bloomberg Brief 8/27/2025
bloomberg.com·17h
🚫Economic Sanctions
Google shares for the first time the TPUv7 details, at Hot Chips 2025 .
threadreaderapp.com·22h
💳Content Monetization
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