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    Asianometry

    asianometry.substack.com · Personal blog · on HN since 2021

    Asianometry is a newsletter and YouTube channel covering the semiconductor industry, chip manufacturing, and the history of Asian technology.

    Visit blogHN submissions
    Hardware & ElectronicsTech IndustryHistory
    What HN says

    Commenters recommend it as a good source for breaking down chip industry news and processes, and praise its piece on US government chip buying.

    Stats for nerds
    18HN people shared it
    50linked in comments
    1.2Kstory points
    May 2023last shared
    2021people per year2023

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    What HN people wrote when they linked it

    • ApocryphonApr 2023

      In several of the hyper-capitalist developmentalist East Asian states, all land is merely leased from the government:

      Singapore - https://stackedhomes.com/editorial/land-ownership-in-singapore/#gs.u00gfw

      Hong Kong - https://www.landsd.gov.hk/en/resources/land-info-stat/land-tenure-system-land-policy.html

      Some of this might have been because of the impression Georgism had on some of the Chinese revolutionaries, including Sun Yat-Sen himself:

      https://taiwantoday.tw/news.php?unit=8&post=13799&unitname=Economics-Taiwan-Review&postname=Dr.-Sun-Yat-sen%27s-Land-Program-and-the-Nationalization-of-Land

      It's also because, by coincidence, U.S. State Department official Wolf Ladejinsky was influenced by Georgism. He was certainly no fan of communism, as he was a Ukrainian refugee from Bolshevik rule!

      https://www.reddit.com/r/georgism/comments/10uzddk/the_georgist_who_fought_communism_in_east_asia/

      Incidentally, while Taiwan does not have exclusive government ownership of land unlike Singapore, Hong Kong, or mainland China, it is a very successful example of land reform (which involved confiscation):

      https://en.wikipedia.org/wiki/Land_reform_in_Taiwan

      https://asianometry.substack.com/p/how-the-kmt-achieved-land-reform

      https://cooperative-individualism.org/medaille-john_taiwan-and-the-land-to-the-tiller-program-2005.htm

    • thevagrantMay 2023

      "In 2007, Apple significantly dialed down its MacBook manufacturing business with Asus and the company had to respond. That same year, they announced that they would hive off their original design manufacturing business into a 100% owned subsidiary called Pegatron. Management hoped this would reassure their customers that improper information cannot be shared across lines.

      But the conflicts of interest persisted. And even got worse when Asus released its hit Eee laptop product. The first so-called netbook, the low-end PC sold 5 million units at the start and presented a real threat to Pegatron's customers. They were eating in other companies' market share. "

      https://asianometry.substack.com/p/asus-explained-a-rare-taiwanese-global

    • TomAbelNov 2021

      The Asianometry newsletter wrote a really insightful newsletter about the US Government's Semiconductor Chip Buying Problem[1] (He also has Youtube video[2] you can watch on the same newsletter)

      In the newsletter and video he talks about the US's Trusted Foundry Program and the different pitfalls and challenges that came with the program.

      [1]https://asianometry.substack.com/p/the-government-semiconductor-chip

      [2]The US Military's Semiconductor Buying Problem
      https://www.youtube.com/watch?v=oSNhk4TflKA

    • gkanaiJan 2023

      > semiconductor foundries: Why should Japan have excelled here vs any other country?

      Japan did have a thriving semiconductor industry early on but key Japanese companies made wrong choices wrt technologies and obviously TSMC ran away with the market. Nikon was a competitor to ASML until the EUV revolution, etc.

      see:

      https://asianometry.substack.com/p/the-rise-and-peak-of-japanese-semiconductors

    • trhwayJun 2022

      Seems that recycling is really well established/developed and is really just a minor inconvenience and a cost that the chip makers will get to once they can't proceed as usual.

      https://www.photonicsonline.com/doc/how-one-light-source-manufacturer-overcame-the-neon-crisis-0001
      https://asianometry.substack.com/p/neon-shortages-in-semiconductor-manufacturing

    • passion__desireOct 2022

      Asianometry[1] is a good channel for breaking down the chip industry news and process. He also has a newsletter[2].

      [1] https://www.youtube.com/c/Asianometry/videos
      [2] https://asianometry.substack.com/

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