Doug Fuller
Doug Fuller
@fudaoge.bsky.social
assoc prof at Copenhagen Business School
yes, an increase of all pre-April 8 tariffs so *only* 24% increase. BUT there are lots of other tariffs. 301 tariffs (eg semiconductors, solar components, tungsten) stack on top of current and future snap-back tariffs whereas 232 tariffs (eg tariffs on Chinese cars) do not
May 13, 2025 at 2:12 AM
6/and I don't see any reason this will be different.

The multiple masking that SMIC is doing has a much better chance of getting there, since at some
point they can just eat the cost.
April 13, 2025 at 4:43 AM
5/the thin semiconducting film rather than define the length with lithography. They did a nice job of talking about the tools they built to design the processor, but the actual tested circuits were pieces. Yield reliability of a new material has rarely made it against super scaled CMOS
April 13, 2025 at 4:43 AM
4/Like many academic papers these days there is a lot of exaggeration. The technical contribution was an integrated processor fo 2-D transistors. Essentially since the channel is vertical they can define the channel length which is the distance the charge has to travel with deposition of
April 13, 2025 at 4:40 AM
3/talked to EE professor who is an expert in semiconductors about the paper
April 13, 2025 at 4:40 AM
2/this research came from this paper in Nature
April 13, 2025 at 4:38 AM
April 9, 2025 at 4:44 PM
April 9, 2025 at 4:43 PM
April 9, 2025 at 4:43 PM
2/or rather Taiwan's fiscal probity is not actually a good thing. Taiwan could use more spending on fiscal base. Taiwan's current expenditures as %GDP are lower than any OECD country and half that of the OECD average
January 21, 2025 at 7:15 PM