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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Julius Wong who wrote (151735)11/20/2019 9:07:37 AM
From: TobagoJack2 Recommendations

Recommended By
Cogito Ergo Sum
marcher

  Read Replies (2) | Respond to of 217740
 
<<rattle the status quo>>

Another way to change status quo is to introduce China.not.priced-in into staid old comfortable spaces where team China was not ...

Must renew the trade against MU at some juncture, that which would not only lose a customer but also face a new competitor, all due either to China2025 or to TradeWar2019. Just trying to do same pair trade (long MU put / short NVDA put), or just long MU put / short MU call + long straddle-call, or just short the equity MU

ft.com

China approaches chip self-sufficiency breakthrough

Tech Scroll Asia, your guide to the billions made and lost in Asia tech

2 hours ago
The Big Story
China stands on the brink of a breakthrough in its efforts to become self-sufficient in semiconductors. The country is on track to produce around 5 per cent of the world’s memory chips by the end of 2020 having stood at virtually zero only a few years ago, according to this scoop in the Nikkei Asian Review.

Yangtze Memory Technologies Co, which makes NAND flash memory chips, expects to triple production to 60,000 wafers a month from next year at its new $24bn plant in Wuhan. ChangXin Memory Technologies, meanwhile, expects to quadruple production of DRAM chips to 40,000 wafers a month at its $8bn facility in Hefei. Global production of NAND and DRAM chips stands at around 1.3m wafers per month each.

Key implications: These two chip plants would not be expanding production plans so aggressively if they were not receiving orders from customers, suggesting that the chips they are making are of sufficient quality. Sources said that Yangtze Memory’s NAND flash chips are already seeing orders from flagship companies, such as Lenovo.

Nevertheless, questions over intellectual property remain. One industry analyst said the next 12 months would be crucial in verifying whether intellectual property has been infringed.

Upshot: NAND flash chips, which constitute a $56bn-a-year market, and DRAM chips, which make up a $95bn market, are essential memory components used in a range of devices from smartphones and data centre servers to self-driving cars. The two plants mark China’s entry into the manufacture of such chips, laying down a challenge to Samsung Electronics, SK Hynix, Micron and Kioxia, formerly known as Toshiba Memory.




To: Julius Wong who wrote (151735)11/20/2019 3:22:56 PM
From: Cogito Ergo Sum3 Recommendations

Recommended By
ggersh
Haim R. Branisteanu
Julius Wong

  Respond to of 217740
 
I dunno... personally I found this very sad..




To: Julius Wong who wrote (151735)11/20/2019 4:03:39 PM
From: Cogito Ergo Sum  Respond to of 217740
 
1 Environment : Bioplastics Could Solve a Major Pollution Problem
I like that one

2 Engineering : Social Robots Play Nicely with Others

as mentioned that one is sad.. as we are driven into closer and closer physical cones.. we are being physically removes from each other.. see Peloton for example.. Like the advent of agriculture causing dietary problems and sickness this is brain dangerous...

3 Engineering : Tiny Lenses Will Enable Design of Miniature Optical Devices

I like that one

5 Environment : Smarter Fertilizers Can Reduce Environmental Contamination
We have MILEs to go on the use of organic city waste .. free and natural fertilizer which otherwise becomes garbage.. and havens for disease propagation

6 Computing : Collaborative Telepresence Could Render Distance (Relatively) Meaningless

We are supposed to be closer already .. Instead we are jammed closer and closer into tinier spaces.. needing huge logistics outlays and grids.. means of control... and aberrant to normal human behaviour and development.. Imagine 60 coworkers distributed between say 3 buildings in the same city... Rarely leaving their homes.. so close to human contact yet so far...

7 Public Health : Advanced Food Tracking and Packaging Will Save Lives and Cut Waste

This is a good one.. I posted when cryptos were hot.. that crypto currencies were the usual circus response and that the blockchain value was in these types of things.. only issue is control..

8 Energy : Safer Nuclear Reactors Are on the Way

What happened to thorium.. Oh right.. no good or bombs.. sigh.. We had eh answer AGES ago.. but there was no weapons potential.. There are enough stupid people to doom us all.. ad in the complacent and Bob's you uncle..

9 Medical & Biotech : DNA Data Storage Is Closer Than You Think

This one sounds good too... but I wonder at the search ability (speed of return) .. which was briefly touched upon towards the end..

10 Energy : Utility-Scale Energy Storage Will Enable a Renewable Grid

For me the whole idea of requiring a large grid is problematic because of the social corollaries.. not the doability,, (related to 2 and 6 above)

Good post