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The Asianometry Newsletter

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Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time. Click to read The Asianometry Newsletter, by Jon Y, a Substack publication with tens of thousands of subscribers.

HardwareCPU / microarchitectureHistory

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165 from 13 Apr 2020 to 21 Jan 2025
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2025 1

  1. An Interview with Stratechery; A New Start

2024 13

  1. Looking Back at 2024
  2. Nvidia's Unique History and Culture
  3. The Big Data Center Water Problem
  4. How Sony Mastered the Transistor
  5. EUV With Fewer Mirrors?
  6. The Creation of STMicroelectronics
  7. The $600 Billion AI Chip Giant
  8. What’s Next For ASML?
  9. Why Brain-like Computers Are Hard
  10. TSMC's CHIPS Act Money
  11. Is the AI Boom Real?
  12. Analog Chip Design is an Art. Can AI Help?
  13. Toshiba’s Big Technology Export Scandal

2023 22

  1. Looking Back at 2023
  2. TSMC Chairman Mark Liu Retires
  3. EUV Lithography. But With a Free Electron Laser
  4. TSMC's New R&D Fab in Taiwan
  5. TSMC's New Fab in Germany
  6. The 20 Year Fall of Japan's Sharp Corporation
  7. The 3-D Transistor Transition
  8. Running Neural Networks on Meshes of Light
  9. FPGAs: The Ultimate Flex
  10. Intel & AMD: The First 30 Years
  11. How Japan Won the Lithography Industry
  12. Can Vingroup Upgrade Vietnam’s Auto Industry?
  13. UMC: Taiwan’s Other Semiconductor Giant
  14. AI's Hardware Problem
  15. The Fake Chip Scourge
  16. How Optical MEMS Won an Oscar
  17. Silicon Carbide: A Power Electronics Revolution
  18. Visiting the Morris Chang & Chris Miller Semiconductor Forum
  19. The Hard Problems of Edge AI Hardware
  20. Will Young Americans Want to Work in Semiconductor Manufacturing?
  21. Microfluidics and the Elusive Lab-on-a-Chip
  22. Asianometry in 2022

2022 48

  1. The History of the Semiconductor Photomask
  2. On the Origins of Taiwan's Semiconductor Industry
  3. Google's Open Source Hardware Dreams
  4. imec: The Semiconductor Watering Hole
  5. The Sad Fall of a Philippine Steel Giant
  6. A Deep Dive into Immersion Lithography Technology
  7. The Soviet Union’s Nuclear Icebreakers
  8. How is TSMC Still Growing?
  9. How Thailand Became an Auto Export Giant
  10. Where The Real Chip Shortage Is
  11. Floorplanning a Better Chip with AI
  12. The Growing Semiconductor Design Bottleneck
  13. The Economics of TSMC’s Giga-Fabs
  14. The Economics of Giant Container Ships
  15. GE’s Molten Salt Battery Failure
  16. India's Fintech Success: UPI
  17. 2022 TSMC Update
  18. The PUREST Water in the World
  19. Air Support in a Backpack: The Switchblade
  20. The Rise and Peak of Japanese Semiconductors
  21. Australia's Forgotten Plan to Tow Icebergs For Freshwater
  22. The Semiconductor Security War
  23. Designing Billions of Circuits with Code
  24. How China Won the Solar Industry (& Why Germany Lost)
  25. CATL's Sodium-Ion Battery, Explained
  26. The Battle that Decided the Qing Dynasty
  27. The Promise of Open Source EDA Software
  28. The Semiconductor Bust. Still Coming?
  29. What Happened to Australia’s Auto Industry?
  30. Applied Materials: America's Biggest Semiconductor Equipment Maker
  31. Taiwan’s Hidden Shoe Giant
  32. How Tiny Singapore Became a Petro-Giant
  33. The Big Automotive Semiconductor Problem
  34. Neon Shortages in Semiconductor Manufacturing?
  35. The Big Semiconductor Water Problem
  36. Thailand's Hard Drive Industry Problem
  37. Intel in Israel: A Semiconductor Success
  38. How Hong Kong Beat the Speculators
  39. The Economics of Netflix's 17 Billion
  40. TSMC Deep Dive Podcast
  41. LG Energy Solution
  42. The Billionaire Speed Run
  43. How the Soviets Put a Lander on Venus
  44. The Two Carl Zeisses
  45. On Funding, World-Class Taiwan startups, and Taiwanese Entrepreneurs
  46. SMIC Today
  47. When TSMC Sued Its Chinese Rival ...
  48. Asianometry in 2021

2021 64

  1. Hollywood's Coming China Problem
  2. How Carl Zeiss Crafted a House of Mirrors for EUV Light
  3. A Peek into Southern Taiwan’s Tech Scene
  4. Asianometry Reacts to a Trash Article
  5. China's Billion Dollar New Energy IPO
  6. India’s Tata Group and Semiconductors
  7. New Zealand's Movie Magic Success
  8. 7 Taiwan Startups on the Rise
  9. Apple’s Newest OLED Supplier
  10. The Government Semiconductor Chip Buying Problem
  11. Why China Jailed 4 Rio Tinto Employees For Spying
  12. Meituan, Explained
  13. Ennostar Group: The Company Behind Apple's 10,000 MINI-LED Display
  14. TSMC's Move to the South
  15. Where the Economy of the Soviet Union Went Wrong
  16. Scaling Up Censor-Friendly Content Aggregation
  17. Tsinghua UniGroup’s Semiconductor Failure(?)
  18. How Reliance Jio Became India's Biggest Telecom (and Raised $21 Billion)
  19. Will the Maldives Survive the Rising Seas?
  20. The TSMC First Half 2021 Mega-Review
  21. The KMT Retreat to Taiwan
  22. The ASML First Half 2021 Mega-Review
  23. Why the Bank of Japan Bought $300 Billion of Stocks
  24. SkyWater Technologies: America’s Semiconductor Foundry
  25. Asus Explained; A Rare Taiwanese Global Brand
  26. How Naver Beat Google Search in South Korea
  27. ARM Fired ARM China’s CEO But He Won’t Go, a Breakdown
  28. On Broadcom Trying to Buy Qualcomm
  29. What Happened to Singapore's TSMC?
  30. Thoughts on Foxconn’s Electric Vehicle Ambitions
  31. TSMC and AWS: Comparing Two Infrastructure Giants
  32. Looking Back At Foxconn's First Expansion into Czechia
  33. Why the Bank of Japan Bought $300 Billion of Stocks
  34. Singapore's 50 Year March Towards Water Independence
  35. Can China’s Space Startups Challenge SpaceX?
  36. A Look into Decentralized Exchange- Perpetual Protocol
  37. How Taipei got its Mass Rapid Transit
  38. TSMC’s Crypto Customers
  39. How Jack Ma Completely Controls Alibaba
  40. MediaTek, Explained
  41. WeChat's a Monopoly. So What?
  42. A Deep Dive into Hikvision
  43. The World's Biggest Tobacco Company
  44. How the Three Gorges Dam Handles Extreme Floods
  45. Building Out Hong Kong's Water Supply
  46. TSMC’s Decision to Build in China
  47. The Battle of Shanhaiguan
  48. The Out of Taiwan Theory, Explained
  49. Can TSMC Make Enough Chips?
  50. China and African Swine Fever
  51. Where do the Overseas Han Chinese Live?
  52. Mental Health Stigma and Treatment in Han Chinese Societies
  53. The Devastating Legacy of the Hakka-Punti Clan Wars
  54. Taiwan's Biggest Company, Explained
  55. Taiwan's Indigenous Peoples, Briefly Explained
  56. Malaysia’s New Economic Plan Remade its Society
  57. How TSMC Might Spend $28 Billion
  58. Singapore’s Struggle to Grow its Population
  59. The Year China Stopped All the Games
  60. The Madness of CCP Number Two Lin Biao
  61. China's Crazy $7 Billion Ponzi Fintech Fraud
  62. TSMC, Briefly Explained
  63. The Rise and Fall of China's Security Czar
  64. Busting the Luckin Coffee Fraud with Big Data

2020 17

  1. How Colonial Singapore Got To Be Chinese
  2. The Hakka, Revisited
  3. Studying Ant’s Cash Cow
  4. How Japan Nurtured Taiwan's Colonial Economy
  5. Is Ant Group a Risk to China's Financial System?
  6. Analyzing a Chinese A.I. Tech Unicorn
  7. How China Dammed the Yellow River
  8. How Taiwan Created its Universal Healthcare System
  9. China's Black Death Event
  10. How Bo Xilai Governed Chongqing
  11. How China Finally Ended Foot Binding
  12. The Wanggongchang Armory Explosion of 1626
  13. How Colonial Hong Kong Banned the Eating of Dogs
  14. Discovering Taiwan
  15. How the KMT achieved land reform on Taiwan
  16. How China Turned Itself Around on SARS
  17. Taipei restaurants, Taiwan thoughts, and Chinese history/society