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13 results for “semiconductors”
Topic7 mentions across episodes
Semiconductors
Product2 mentions across episodes
semiconductors
“Each had their own instruction set. Each had their own software stack, and each had their own fabs. But that was a model that wouldn't scale. It just got too expensive, and so you started getting the breakdown in the supply chain.”
Each had their own instruction set. Each had their own software stack, and each had their own fabs. But that was a model that wouldn't scale. It just got too expensive, and so you started getting the
4:10 / 4:48
Business Mechanics4:10 – 4:48
...semiconductors. Germanium was the main material for a while, but, like, germanium is expensive and rare. So it can make sand. I think it's, like, the second most plentiful, minable element on Earth. Yeah. I mean, it's sand. Right? Yeah. Well, so ther
22:27 / 23:35
from transcript22:27 – 23:35
So a silicon wafer takes maybe about three months to produce, assuming they don't run a hot lot. And so that's just to kinda make the wafer. It might be an eight or a 12 inch wafer that then contains all of the silicon that eventually goes into a com
11:57 / 13:03
from transcript11:57 – 13:03
...of things are semiconductors. Germanium was the main material for a while, but, like, germanium is expensive and rare. So it can make sand. I think it's, like, the second most plentiful, minable element on Earth. Yeah. I mean, it's sand. Right? Yeah.
21:40 / 22:57
from transcript21:40 – 22:57
...of things are semiconductors. Germanium was the main material for a while, but germanium is expensive and rare. Silicon made in sand. I think it's like the second most plentiful, minable element on Earth. Yeah. I mean, it's sand. Right? Yeah. There's
22:26 / 23:30
from transcript22:26 – 23:30
Intel's trying to compete at that top end, and you've seen what's going through. So if you think about it, there are three different countries with potential barriers in between them. What I do see is there will be carve outs when it comes to importa
12:47 / 13:53
from transcript12:47 – 13:53
were that people didn't know how to work with it yet. And so even though it was more abundant and cheaper, there's some particular manufacturing process that you have to do to silicon in order to make it as viable as it became. Yes. How to dope silic
28:28 / 29:34
from transcript28:28 – 29:34
And there's pockets of it elsewhere. The EDA guys have a a ton of IP as well. And, of course, as you make these chips, you need to emulate them to see if they actually work, hopefully, before you put them in the fab because that's really expensive. S
1:21:45 / 1:22:48
from transcript1:21:45 – 1:22:48
And back in the beginning, they would do this with effectively having to touch the surface of the semiconductor. But that had its own problems. It had real problems in terms of defects that were introduced to the surface. In the nineteen seventies, t
7:28 / 8:32
from transcript7:28 – 8:32
...semiconductors in the world. And that's put ASML in this position where it has essentially a 100% of the world's most advanced lithography equipment and a pretty dominant position, 90% plus of the next generation of lithography equipment as well. Can
6:28 / 7:46
from transcript6:28 – 7:46
...for semiconductors. That wasn't the case before. I believe before Fairchild, people were using germanium to make semiconductors, which is a rare precious metal. Yep. National would actually go on later to acquire Fairchild. And, Ben, do you know who
25:30 / 26:33
from transcript25:30 – 26:33
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