I mean the potential misspelling of a $2B revenue company and naming a freaking tool type that's been used since 90s was pretty freaking chaotic in itself...
"BIS can crash any Chinese company at will"，well that's your interpretation. There are hundreds of Chinese companies on US blacklist already，and they are doing just fine now without input from the US.
Borderless is bullshit. Human beings should give up prejudice and cooperate with each other! The spirit in MJ's song-” We're the world” is far away from us.
This is quality journalism.
this is a like where like means I'm grateful for the analysis and commentary
A share is even more helpful!
A subscription is the most helpful!
<3
Shared with my students in Clusters class!
Noted on both counts! ;-)
That will be chaotic. They should at least look at transistors density or sth
I mean the potential misspelling of a $2B revenue company and naming a freaking tool type that's been used since 90s was pretty freaking chaotic in itself...
Great analysis, thanks Dylan!
I think we should ban China into the abacus age.
"BIS can crash any Chinese company at will"，well that's your interpretation. There are hundreds of Chinese companies on US blacklist already，and they are doing just fine now without input from the US.
Borderless is bullshit. Human beings should give up prejudice and cooperate with each other! The spirit in MJ's song-” We're the world” is far away from us.
Thanks Dylan - this was really good.
Any view on how this will affect Coherent (II-VI + Coherent)? According to Bain's investment thesis 50% of Coherent's facility footprint (square feet) is located in China. https://www.ii-vi.com/wp-content/uploads/2021/03/Bain_Capital_Investment_Thesis_20210319_vf.pdf
I'm looking more and this is a very compelling short...
Double whammy because they do a crapload of US Govt business.
Wonder who are behind the advisory board of these policies..😵💫 the other question is will it work as US government intends it to?
How is the 16nm etc defined here. Do they refer to actual geometries in this case?
Nope. Hence why I call it vauge