#semico
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poisonjr.bsky.social
semico
April 23, 2026 at 1:45 AM
skidetica.com
Let's continue with the semico industry series.
INTL – a rare case of fair value
#investing #stocks #skidetica #skidetica_analysis #amd #intl #finance
Let's continue with the semico industry series. INTL – a rare case of fair value
February 19, 2025 at 4:56 PM
jessefelder.com
“It’s super rare for an industry to get that large within the S&P 500,” Todd Sohn, chief exchange-traded fund strategist at Strategas Securities, said. “Everything points to these moves being essentially extreme.” www.marketwatch.com/story/semico...
May 13, 2026 at 6:13 PM
photoblaster.bsky.social
semico (from last nights show)
July 16, 2025 at 6:25 PM
edzitron.com
Talked to Politico about Sam Altman and Dario Amodei being the same guy
www.politico.com/newsletters/...
But are the two companies really so different at the end of the day? Ed Zitron, a prominent AI commentator and tech PR specialist, argues there’s little daylight between them — and that the disagreements are trifling, at best. “They are very similar companies doing very similar things with very similar goals, which is to enrich their executives and get as much media attention as possible,” Zitron told DFD. He pointed out that Anthropic and OpenAI have both lobbied for export controls on semiconductors, and similarly pushed the idea that the U.S. needs to boost the AI sector to compete with China. They advocate for safety rules at various times, some of which have caught on in state legislatures, though Zitron contends that there’s little possibility that those efforts will gain much traction on the federal level given the hesitance around tech regulation in the current administration. Zitron said, “Dario Amodei and Sam Altman are functionally the same guy — they just look a bit different.”
February 19, 2026 at 9:08 PM
laurengoode.bsky.social
Modular is one of the more interesting startups I’ve heard about in a long time. Their goal is hyper-specific but super important in the generative AI era: Improve the portability and performance of the software that runs on GPUs, and loosen the Nvidia CUDA chokehold www.wired.com/story/semico...
A Former Apple Luminary Sets Out to Create the Ultimate GPU Software
Demand for AI chips is booming—and so is the need for software to run them. Chris Lattner’s startup Modular just raised $250 million to build the best developer tools for AI hardware.
www.wired.com
September 24, 2025 at 8:51 PM
deborahleao.bsky.social
embora ainda não tenha atingido a autossuficiência (e tenha obstáculos importantes no caminho), a China já avançou bastante nessa meta, e se tornou um dos principais players do mercado.

www.eetasia.com/china-semico...
China Semiconductor Market's Pivotal Moment - EE Times Asia
China boots its semiconductor ambition for self-sufficiency with substantial investment in R&D, talent, and a local ecosystem.
www.eetasia.com
October 14, 2025 at 3:19 AM
whitetail97ad.bsky.social
Where's the semico....
Ooohhhhhh big brain
May 11, 2025 at 3:51 PM
dasambigramm.bsky.social
Richtig; wir sollten uns aber auch vergegenwärtigen, wofür der #TagDesSemikolons steht.

www.kuriose-feiertage.de/world-semico...
World Semicolon Day - Welttag des Semikolons - 16. April 2025
Der 16. April steht mit dem World Semicolon Day (dt. Welttag des Semikolons) ganz im Zeichen der Suizid-Prävention. Passt aufeinander auf.
www.kuriose-feiertage.de
April 16, 2025 at 8:15 AM
emeb.bsky.social
www.viksnewsletter.com/p/the-semico...
The Semiconductor Apocalypse No One Would See Coming
How a secretive mineral factory in a small town in North Carolina controls the world's ability to manufacture semiconductors.
www.viksnewsletter.com
October 1, 2024 at 6:04 AM
asiaai.bsky.social
South Korea is summoning tech CISOs to parliament. They aren’t just issuing fines; they're demanding exact security budget figures on the record.

#Korea #AI

asiaai.fyi/china-semico...
October 4, 2026 at 11:00 PM
skidetica.com
Semico love from Norway. Nordic Semiconductor fair value is €13.5 per share

#skidetica #norway #semiconductors #chips #ivesting #stocks #finance
Semico love from Norway. Nordic Semiconductor fair value is €13.5 per share #skidetica #norway #semiconductors #chips #ivesting #stocks #finance
March 28, 2025 at 12:00 PM
asiaai.bsky.social
Korean startup XYZ is putting 5 types of robots—including humanoids—under a single AI brain to fully automate building management, from coffee to spills.

#Korea #AI

asiaai.fyi/china-semico...
October 4, 2026 at 10:00 PM
skidetica.com
Semico love from Germany. Infineon fair value is €92.5 per share

#skidetica #investing #stocks #finance #germany #semiconductors
Semico love from Germany. Infineon fair value is €92.5 per share #skidetica #investing #stocks #finance #germany #semiconductors
April 4, 2025 at 7:53 AM
flefgraph.bsky.social
Le bluesk a pas dit "illustre inconnue".
Il a dit "inconnu du grand public".

Alors oui, les gens qui n'entendent parler des semico qu'une fois tout les trois ans par le JT tv en 30sec et dont les details sont oubliés aussi tot...
C'est un sacré bout du grand public.

"On" est pas le grand public.
October 30, 2025 at 7:06 AM
jessefelder.com
“Following the SOX-Mag 7 correlation bottom in September 2021, the Mag 7 cap-weighted index peaked in November 2021 and the SOX index in December 2021.” www.marketwatch.com/story/semico...
July 1, 2026 at 6:04 PM
semi1-98.bsky.social
(39) Semiconductor Capital Equipment Market: Why the Next Decade Will Reshape Chip Manufacturing | LinkedIn www.linkedin.com/pulse/semico...
Semiconductor Capital Equipment Market: Why the Next Decade Will Reshape Chip Manufacturing
Semiconductor capital equipment includes the sophisticated machinery used to manufacture, process, inspect, test, and package semiconductor devices. As chip architectures become more complex and deman...
www.linkedin.com
October 6, 2026 at 11:37 AM
sid009.bsky.social
SiC Power Semiconductor Market Size, Share Report and Trend 2035 www.marketresearchfuture.com/reports/sic-...
SiC Power Semiconductor Market Size, Share Report and Trend 2035
SiC Power Semiconductor Market expected to reach USD 50.1 Billion at a CAGR of 30.4% by 2035, Global SiC Power Semiconductor Market Growth by Device, Wafer Size, End User and Region | SiC Power Semico...
www.marketresearchfuture.com
October 6, 2026 at 5:51 AM
kuriosefeiertage.bsky.social
Der 16. April steht mit dem World Semicolon Day (dt. Welttag des Semikolons) ganz im Zeichen der Suizid-Prävention. Passt aufeinander auf. #16april #aktionstag
www.kuriose-feiertage.de/world-semico...
World Semicolon Day - Welttag des Semikolons - 16. April 2025
Der 16. April steht mit dem World Semicolon Day (dt. Welttag des Semikolons) ganz im Zeichen der Suizid-Prävention. Passt aufeinander auf.
www.kuriose-feiertage.de
April 16, 2025 at 6:30 AM
currykhoo.bsky.social
Pick up from here; clausaasholm.substack.com/p/the-semico...
November 28, 2024 at 3:31 AM
spinespresso.bsky.social
A PubPeer post adapted from a peer review of a Microsoft paper where they introduce their false "nonlocal gap" technique, used in subsequent TGP PRB and in new Nature. The paper was rejected but Microsoft ignored advice and submitted elsewhere.

pubpeer.com/publications...
PubPeer - Closing of the induced gap in a hybrid superconductor-semico...
There are comments on PubPeer for publication: Closing of the induced gap in a hybrid superconductor-semiconductor nanowire (2021)
pubpeer.com
February 19, 2025 at 5:32 PM
aaronsojourner.org
This is a lot investment in U.S. manufacturing plants for semiconducters and clean energy tech including batteries.

www.whitehouse.gov/cea/written-...
U.S. Semiconductor Jobs are Making a Comeback | CEA | The White House
After two decades of declining or flat employment demand in the US semiconductor industry, job creation in US semiconductor manufacturing is growing again.  This blog describes recent trends in semico...
www.whitehouse.gov
March 23, 2024 at 9:35 PM
siliconomy.bsky.social
In the shadows of the AI revolution and Nvidia's meteoric rise, the Semiconductor Workhorses are still stuck in the downcycle that has lasted 8 quarters. What looked like a turning point was shot down by the Q4 guidance that will mark a new low point. clausaasholm.substack.com/p/the-semico...
December 1, 2024 at 2:15 PM
cosmeffect.com
nimuë - semicolon
nimuemusic.bandcamp.com/album/semico...
semicolon, by nimuë
4 track album
nimuemusic.bandcamp.com
November 20, 2024 at 8:05 AM