This Commodity Supercycle Feels Different...Because It Is

paulomacro.substack.com/p/this-commodity-supercycle-feels-differentbecause

The Daily Spark - Apollo Academy

apolloacademy.com/the-daily-spark/

China’s Economic Growth Disappoints, Fueling Calls for Stimulus

www.bloomberg.com/news/articles/2024-01-17/china-hits-gdp-growth-goal-as-focus-turns-to-support-in-2024

Synopsys to Acquire Ansys, Creating a Leader in Silicon to Systems Design Solutions

www.design-reuse.com/news/55544/synopsys-to-acquire-ansys.html

Inline XBRL Viewer

www.sec.gov/ix?doc=/Archives/edgar/data/0001447669/000119312524004000/d551551d8k.htm

TMTB Weekly

www.tmtbreakout.com/p/tmtb-weekly-2f7?utm_source=post-email-title&publication_id=1899793&post_id=140449170&utm_campaign=email-post-title&isFreemail=false&r=2zg1jq&utm_medium=email

Samsung Starts 3nm Production: The Gate-All-Around (GAAFET) Era Begins

www.anandtech.com/show/17474/samsung-starts-3nm-production-the-gaafet-era-begins

Jobs Up 216,000 But Employment Down 683,000 Job Revisions -71,000

mishtalk.com/economics/jobs-up-216000-but-employment-down-683000-job-revisions-71000/

TSMC Readies Five 3nm Process Technologies, Adds FinFlex For Design Flexibility

www.anandtech.com/show/17452/tsmc-readies-five-3nm-process-technologies-with-finflex

Intel, AMD, and Google Drop In on AI Acceleration Wave - News

www.allaboutcircuits.com/news/intel-amd-and-google-drop-in-on-ai-acceleration-wave/

China launches new blue-chip stock index to push growth sectors

www.ft.com/content/04d03c7a-dd84-460b-aeb3-46f6e169d7fa

TSMC Details 3nm Evolution: N3E On Schedule, N3P and N3X To Deliver 5% Performance Gains

www.anandtech.com/show/18833/tsmc-details-3nm-evolution-n3e-on-schedule-n3p-n3x-deliver-five-percent-gains

EDA Alliance - Taiwan Semiconductor Manufacturing Company Limited

www.tsmc.com/english/dedicatedFoundry/oip/eda_alliance

Next-Generation Distributed Static Timing Analysis On The Cloud

semiengineering.com/next-generation-distributed-static-timing-analysis-on-the-cloud/

Is FinFET Process the Right Choice for Your Next SoC | Synopsys

www.synopsys.com/designware-ip/technical-bulletin/finfet-process.html

Dennard Scaling

silvanogai.github.io/posts/dennard/

AI on the bench: Cadence offers machine learning to smooth chip design

www.zdnet.com/article/ai-on-the-bench-cadence-offers-machine-learning-to-smooth-chip-design/

Semiconductor process technology; History, trends and evolution

www.renesas.com/us/en/blogs/semiconductor-process-technology-history-trends-and-evolution

Chip design giant Cadence launches AI platform to speed processor development - SiliconANGLE

siliconangle.com/2021/07/22/chip-design-giant-cadence-launches-ai-platform-speed-processor-development/

www.micron.com/about/blog/2018/october/metamorphosis-of-an-industry-part-two-moores-law

Veeva Systems (VEEV) - A Leader In Life Science With Seven Critical Risks [Part 1]

www.sleepwellinvestments.com/p/veeva-systems-veev-a-leader-in-life

China’s bumpy road to recovery

am.jpmorgan.com/gb/en/asset-management/per/insights/market-insights/market-updates/on-the-minds-of-investors/china-bumpy-road-to-recovery/

Locking in yields

am.jpmorgan.com/gb/en/asset-management/per/insights/market-insights/investment-outlook/bond-yield-outlook/

Macro overview

am.jpmorgan.com/gb/en/asset-management/per/insights/market-insights/investment-outlook/macro-overview/

SecurityScorecard Identifies Possible Flax Typhoon Infrastructure

securityscorecard.com/research/securityscorecard-identifies-possible-flax-typhoon-infrastructure/

Cybercriminals Selling Access to Networks Compromised via Recent Fortinet Vulnerability

www.securityweek.com/cybercriminals-selling-access-networks-compromised-recent-fortinet-vulnerability/

Document

www.sec.gov/Archives/edgar/data/701811/000070181117000004/ment-20170131x10k.htm

Evidence mounts that China has sanctions-defying 5nm tech — Huawei reportedly preps new AI processor built with Chinese fabs' N+2 node

www.tomshardware.com/tech-industry/artificial-intelligence/evidence-mounts-that-china-has-sanctions-defying-5nm-tech-huawei-reportedly-preps-new-ai-processor-built-with-chinese-fabs-n2-node

AI heats up data center infrastructure market

www.sdxcentral.com/articles/analysis/ai-heats-up-data-center-infrastructure-market/2023/12/

Amazon Anthropic: Poison Pill or Empire Strikes Back

www.semianalysis.com/p/amazon-anthropic-poison-pill-or-empire

ASML Dilemma: High-NA EUV Is Worse Low-NA EUV Multi-Patterning

www.semianalysis.com/p/asml-dilemma-high-na-euv-is-worse

GPU Cloud Economics Explained – The Hidden Truth

www.semianalysis.com/p/gpu-cloud-economics-explained-the

AI Server Cost Analysis – Memory Is The Biggest Loser

www.semianalysis.com/p/ai-server-cost-analysis-memory-is

Intuit Launches QuickBooks Bill Pay to Automate AP Process

www.pymnts.com/commercial-payments/2023/intuit-launches-quickbooks-bill-pay-to-automate-ap-process/

AMD: How Chips Are Changing

www.joincolossus.com/episodes/61855494/goldberg-amd-how-chips-are-changing?tab=transcript

Rethinking IT at re:Invent: AWS bets the stack on generative AI - SiliconANGLE

siliconangle.com/2023/11/28/rethinking-reinvent-aws-bets-stack-generative-ai/

AWS Announces Amazon Q to Reimagine the Future of Work

press.aboutamazon.com/2023/11/aws-announces-amazon-q-to-reimagine-the-future-of-work

AWS and NVIDIA Announce Strategic Collaboration to Offer New Supercomputing Infrastructure, Software, and Services for Generative AI

press.aboutamazon.com/2023/11/aws-and-nvidia-announce-strategic-collaboration-to-offer-new-supercomputing-infrastructure-software-and-services-for-generative-ai

AWS Unveils Next Generation AWS-Designed Chips

press.aboutamazon.com/2023/11/aws-unveils-next-generation-aws-designed-chips

Ansys’ Emergence as a Tier 1 EDA Player— and What That Means for 3D-IC - Semiwiki

semiwiki.com/eda/ansys-inc/318464-ansys-emergence-as-a-tier-1-eda-player-and-what-that-means-for-3d-ic/

Cadence: Software Behind Semiconductor Design

www.joincolossus.com/episodes/93241601/johns-cadence-software-behind-semiconductor-design?tab=transcript

Sound The Siyrn: AmpereOne 192-Core CPU

www.semianalysis.com/p/sound-the-siryn-ampereone-192-core

Arm and a Leg: Arm's Quest To Extract Their True Value

www.semianalysis.com/p/arm-and-a-leg-arms-quest-to-extract

Tesla AI Capacity Expansion – H100, Dojo D1, D2, HW 4.0, X.AI, Cloud Service Provider

www.semianalysis.com/p/tesla-ai-capacity-expansion-h100

Alchip is Golden, Keeps Breaking Records on Multiple KPIs - Semiwiki

semiwiki.com/semiconductor-services/alchip/328299-alchip-is-golden-keeps-breaking-records-on-multiple-kpis/

Amazon’s Cloud Crisis: How AWS Will Lose The Future Of Computing

www.semianalysis.com/p/amazons-cloud-crisis-how-aws-will

Amazon Graviton 3 Uses Chiplets & Advanced Packaging To Commoditize High Performance CPUs | The First PCIe 5.0 And DDR5 Server CPU

www.semianalysis.com/p/amazon-graviton-3-uses-chiplets-and

Chiplets and Heterogeneous Packaging Are Changing System Design and Analysis

www.cadence.com/en_US/home/resources/white-papers/chiplets-and-heterogeneous-packaging-are-changing-system-design-and-analysis-wp.html

ARM vs. Intel Processors: What's the Difference?

www.makeuseof.com/arm-vs-intel-processors-what-is-the-difference/