Hear This Idea #69 – Jon Y (Asianometry) on Problems And Progress in Semiconductor Manufacturing
Aug 31, 2023
Jon Y, creator of the Asianometry YouTube channel and newsletter, discusses compute trends, semiconductor geopolitics, and the potential of room temperature superconductivity. They explore the distinctions between consumer and specialized hardware for AI, the role of semiconductor chips in the industry, and the challenges and concerns in semiconductor manufacturing. They also delve into complex supply chains, the concept of superconductivity, the research process, and the connection between nuclear weapons and the semiconductor supply chain.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 3min
Consumer Hardware vs. Specialized Hardware for AI: Advantages and Differences
02:34 • 14min
The Role of Semiconductor Chips in the AI Industry
16:33 • 19min
The Costs and Options for AI Companies to Buy or Rent Hardware
35:18 • 8min
Challenges and Concerns in Semiconductor Manufacturing
43:38 • 19min
Complex Supply Chains in Semiconductor Manufacturing
01:02:18 • 16min
Exploring the Concept of Superconductivity
01:18:28 • 19min
Conducting Research and Note-taking Process
01:37:47 • 2min
Exploring Nuclear Weapons and the Semiconductor Supply Chain
01:39:40 • 5min
Sharing Online Presence and the Story Behind the Deer
01:44:33 • 2min