Excited to announce the SemiAnalysis Teardown Engineering & Evaluation Lab (STEEL) We have been building a state-of-the-art teardown lab in Oregon with $10s of millions Capex being spent capable of analyzing the world’s most advanced and important chips and process technologies over the last year and half. We have already generated revenue on advanced datacenter chip teardowns. This is a bit of inconvenient timing for TechInsights as they are private equity owned and currently being sold while having enjoyed virtually no credible competition for decades. This has led to TechInsights underinvesting in CAPEX. SemiAnalysis exceeds TechInsights in revenue despite no venture or private equity ownership and being founded only 6 years ago. Because we have no external investors and are founder led, we move faster, build faster, and we can release client chip teardowns for free regularly, while focusing on datacenter for our major clients. STEEL has a state of the art fleet of tools. We are less than a year and half into the journey here, but our goal is to be number 1 just like we are in AI, Datacenter, and Semiconductor market data, consulting, and technically analysis. Our largest customers which, include all of the hyperscalers and world's largest semiconductor companies, are excited for us to shake up the market.

Excited to share I am joining @SemiAnalysis_ as an intern this summer let’s go giants

TSMC - Fab 18

Waferpass is pretty fast @gpusteve

all eyez on Leopold

Dai and Chen, two young subcontractors, were handling equipment with gloved hands. Unfortunately, those gloves had been contaminated with TMAH (tetramethylammonium hydroxide). TMAH looks just like water, but on contact with the skin, it penetrates tissue. A single drop of 25% TMAH on your skin kills you. At 2.38%, the watered down version used in chip factories takes just 6 grams on your skin to reach a lethal dose. Roughly a teaspoon. A worker in Taiwan was splashed with 2.38% TMAH on just 10% of his body. His heart stopped and went immediately into cardiac arrest. [1] Another worker took a 25% splash, showered, and was found unconscious 15 minutes later. He died eight days later, never woke up. One more was splashed with an 8.75% solution, covering 12% of the body surface. He kept working and went to shower 25 minutes later. He was found dead with severe burns one hour after exposure. The hydroxide ion burns a hole through your skin, and the tetramethylammonium ion, a molecule structurally similar to the neurotransmitter that makes your heart beat, and your lungs breathe, walks straight through that hole into your bloodstream. It then binds to your nerve receptors, paralyzes your respiratory muscles, and stops your heart. Dai felt a splash on his left wrist and on the right side of his face. Chen caught it on his right palm. Firefighters spread Diphoterine, a decontamination solution specifically for chemical splashes. The ambulance took them to the nearest hospital with the hope that the damage would not be permanent. After the initial news cycle, I couldn't find any further media reports about Dai or Chen, their recovery, or anything regarding the aftereffects of the accident. TMAH is one of the dozens of chemicals that go through Fab 18's complex plumbing system, which carries away the chemical byproducts of chips. This sets the stage for one of the most dangerous floors in the entire fab. The subfab.

be Morris Chang mog the entire semiconductor industry get security clearance ? raise millions for TSMC control modern civilization

I made a presentation about inference long ago with lots of monkeys docs.google.com/presentation…

Take a look at your finger. No, really look at the tip, specifically the squishy part where you press on things. Those little lines, or your fingerprint ridges, are about .5mm apart. Now, imagine the thinnest knife in the world going through a single line and cutting it into half a million smaller lines. ASML engineers figured out a way to keep wafers from moving more than the width of one of those. About 1.1 nanometers, or five silicon atoms across.

Everything is chip

I still can't see 5.5 :(

Taiwan just...abandoned Nuclear

It's just amazing