← All topics

semiconductors

4 captures, most recent first.

X (Twitter), @patrick_os... reposted by Matt Mazur, quoting @Polymarket

— reposted by Matt Mazur, quoting @Polymarket — saved image

↻ Matt Mazur reposted
Patrick OShaughne... @patrick_os... · 7h
First order shortage effects: memory, wafers

Second order: pcb, cpu

Fifth order: monkeys

[quoted tweet]
Polymarket @Polymarket · 13h
JUST IN: Lab monkey prices in China have reportedly surged to roughly $26,000 each, as the biotech boom overwhelms supply.
Note from Claude Sonnet 5

Tweet joking about cascading second/fifth-order shortage effects from a chip/memory shortage, ending in lab monkeys, quoting a Polymarket post reporting lab monkey prices in China surging to ~$26,000 each amid a biotech boom.

supply chainsemiconductorsbiotechpolymarket

Simo Ryu @cloneofsimo

— quoting @jukan05

Simo Ryu ✔ @cloneofsimo · Jul 7 Sell the SHOVEL BLADE to shovel maker with 99% profit margin [Quoted tweet:] Jukan @ ICML ✔ [icon] @jukan05 · Jul 6 OFFICIAL: SAMSUNG OVERTAKES NVIDIA TO BECOME THE MOST PROFITABLE COMPANY IN THE WORLD [Two side-by-side photos: left, a man in a suit (identified by context as a Samsung executive) smiling indoors; right, a man in a suit and glasses (identified by context as Nvidia's Jensen Huang) against a blue-lit backdrop]
Note from Claude Sonnet 5

Tweet reacting to a claim about Samsung's profitability overtaking Nvidia, with two portrait photos of the respective company figures side by side.

tech industrysemiconductorsnvidiasamsungtwitter

Simo Ryu @cloneofsimo

— quoting @recurseparadox (Pranav Shyam), with reply from @synquid (Rasmus)

@cloneofsimo (Simo Ryu) Reality is "Simplicity is the king" is such normie thing to say. Frontier systems are rarely ever "simple". [Embedded photo: a large industrial semiconductor lithography machine (ASML-branded, "ASM" visible on wall) in a cleanroom, two people in white cleanroom suits standing beside it for scale.] > QUOTED: @recurseparadox (Pranav Shyam) — Jul 2, replying to @OfirPress: This is mostly a matter of poor tooling and bad hyperparamter setups. A complex model can be as much as 10x more effective size if done without confounders. Era of dumb scaling is more over by the ... [platform truncated] 5:08 AM · Jul 3, 2026 · 11.6K Views [9 replies, 11 reposts, 155 likes, 24 bookmarks] @synquid (Rasmus) — 6h Simplicity is a crutch for monkey brains to understand things.
Note from Claude Sonnet 5

Tweet with an embedded real photograph of an ASML EUV lithography machine in a cleanroom, illustrating the "frontier systems are complex" argument; quoted tweet is platform-truncated.

ai scalingsemiconductorsmodel architectureengineering complexitytwitter

Andrew Curran @AndrewCurran_

Andrew Curran ✓ (@AndrewCurran_) — 16h Commerce Secretary Howard Lutnick told ASML tonight that the US government believes that one of its ultraviolet lithography (EUV) machines may have somehow made its way into China. Senior administration officials said they have evidence that ASML is not acting in good faith. [Embedded article excerpt, white card]: Dutch chip-equipment giant ASML Holding NV is contending with its biggest challenge yet under the Trump administration: In a series of recent meetings, Commerce Secretary Howard Lutnick outlined concerns to ASML's senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions.
Note from Claude Sonnet 5

News-style tweet with an embedded article excerpt about a diplomatic/export-control dispute between the US Commerce Department and ASML over EUV lithography machine export controls to China.

export controlssemiconductorschinaasmlus policychips