Technology research channel and newsletter by Jon Yu covering semiconductor and hardware supply chains.
“An Asianometry episode bluntly titled 'The EU Chips Act is a Failure' runs against the official European narrative of semiconductor self-sufficiency as a policy success.”
Source→“Two Asianometry episodes — on vertical-cavity surface-emitting lasers (VCSELs) and Intel's three-decade manufacturing presence in Costa Rica — are listed without commentary but touch on critical, under-discussed nodes in the AI hardware supply chain.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.