Omer Cheema
1,589 posts
Omer Cheema
@Omercheema
Semicon expert. Ex AMD, Ex Samsung. Now at Renesas. PhD Paris Tech. MBA from INSEAD. Posting for fun. Opinions my own.
Eindhoven, Nederland
Joined May 2024
- While working at Samsung HQ in Korea, I used to travel to the US almost every month, for 9 years. Korean companies are HQ driven. They need to ensure very close alignment with the subsidiaries. Engineers at HQ need to support subsidiaries in production planning and ramp up (ManySouth Korea's government said its citizens' rights must not be violated in the course of Korean businesses' work in the US, noting 'many' of its nationals had been detained after an immigration raid at a Hyundai Motor facility in Georgia reut.rs/4lUAXv7
00:00 - Someone at a16z claimed a few weeks ago that 80% of Bay Area startups are building on Chinese open source models. The graphic below shows Chinese model downloads exceeding US models on HuggingFace.
- July 2002 edition of WIRED. Headline: Nvidia is the next Intel.
- I live in Eindhoven, the ASML town. I was chatting with an employee at a gym last night. He works on the mechanical engineering side of the wafer table for EUV machines. The job is to align wafers to the source and ready it for exposure. The alignment needs to be accurate at aA secretive American startup says it has chipmaking technology to rival ASML and take on TSMC. Bloomberg’s @EdLudlow breaks the story on Substrate's particle accelerator-powered lithography machine and plans for an American foundry bloom.bg/48Q0LG7
00:00 - Top ten battery makers worldwide. Six are Chinese, three are Korean, one is Japanese.
- Nvidia sold so many shovels in AI gold rush that its bank accounts are full. With that money now, it is buying the gold miners too. $NVDA essentially bought 20% of OpenAI in exchange of $100B of shovels. This is called moving up the value chain. Also, having skin in the game. Why
- Looks reasonably accurate. A 2nm chip design project costs 725 million dollars.
- Major technological innovation beyond 2030: an interesting chart from PwC.
- Some back of the envelope calculations on $AMD OpenAI deal. MI450 TDP: 1.2kW Total GPUs for 6GW data center: 6GW/1.2KW = 5M units Price per GPU: $20,000 (lower end of pricing) AMD revenue: $100B AMD gross profit (50% margin): $50B 160M shares = 10% of AMD equity = $21B (Friday
- On one hand, we have Taiwanese who work days, nights and weekends. And then $INTC folks who are calling for an early weekend. If you want to be like Europeans, give up on the semiconductor dream. Semicon is for tough, hardworking people.
- $SNPS is down 35% on a narrow miss. There is something wrong with the capital market. EDA is the most stable segment in semiconductors. There are three main companies. They address a broad market. There is no threat of new competition. Semiconductor industry is growing. This much
