

Asianometry
Jon Y
Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff.
Episodes
Mentioned books

Sep 21, 2025 • 0sec
The Sushi Robots
In 1982, the sushi robot made waves as it automated the delicate art of sushi-making. The first machine, a rice robot, revolutionized how shari dama was created, achieving an impressive 1,200 rice balls per hour. The journey of the ST-77 highlights the intersection of tradition and technology, including the challenges faced in its design. As automation took hold, competition emerged, leading to rapid market changes and innovative advancements in sushi machinery. A fascinating look at how an ancient craft meets modern engineering!

10 snips
Sep 14, 2025 • 0sec
The Most Scalable Semiconductor
Explore the fascinating world of 3D NAND technology, which took memory scaling to new heights by stacking layers vertically. Discover the limitations of 2D NAND and how Toshiba's innovative methods sparked a revolution. Dive into manufacturing challenges faced by industry giants like Samsung and the competitive landscape of 3D NAND production. Learn about the material differences in charge-trap technology and the implications for future storage solutions. Unpack the ongoing race among leading companies and their strategies to dominate the market.

8 snips
Sep 11, 2025 • 0sec
Silicon Valley’s Doing Hard Things Again
A recent visit to the Bay Area unveils the invigorating AI boom, marking a turning point in industry perceptions. The discussion spotlights innovations from the Hot Chips event, particularly in photonics and chip manufacturing. AI's transformative impact on the Software as a Service model is explored, with caution against market saturation. The challenges of materials discovery and robotics innovations highlight the boundary-pushing efforts of tech startups. Finally, the changing investment landscape reveals intriguing dynamics for the future of AI in Silicon Valley.

13 snips
Sep 7, 2025 • 0sec
A Good Old-Fashioned American Nuclear Energy Debacle
In the 1970s, a tiny agency in Washington aimed high, attempting to build five nuclear power plants at once. The ambitious project turned into a financial disaster with the nation's largest municipal bond bankruptcy at the time. The debacle involved mismanagement, ballooning costs, and abandoned facilities. As power demands clashed with environmental concerns, the rise and fall of these nuclear projects revealed the obstacles of nuclear energy development amidst a shifting political landscape.

36 snips
Sep 1, 2025 • 0sec
Disrupting Big Steel: Conquest of the Minimills
Delve into the fascinating history of steelmaking, where mini-mills rise up against traditional giants. Discover how electric arc furnaces and continuous casting revolutionized production techniques, giving these new players a competitive edge. The narrative covers the dynamics of the integrated mills' dominance and their strategic responses during turbulent times. Explore the challenges and triumphs of mini-mills as they reshape the American steel landscape, redefining efficiency and market strategies in a globalized industry.

21 snips
Aug 24, 2025 • 0sec
Intel Should Second-Source Nvidia
The discussion dives into Intel's current struggles as its monopoly wanes. It considers the U.S. government's potential financial backing through the CHIPS Act. A bold proposal emerges: Intel could collaborate with Nvidia to rejuvenate its technological edge. The conversation explores how this partnership might spark innovation and reshape the semiconductor industry. Tune in for insight into the fluid dynamics of tech alliances and government intervention!

11 snips
Aug 21, 2025 • 0sec
The Weird OS Built Around a Database
Discover the fascinating origins of a unique hybrid of database software and operating system from the 1960s. Explore its user-friendly design and military applications, contrasted with more mainstream technologies like SQL. Uncover the story of an independent tech pioneer whose vision led to innovative developments but ultimately struggled after his passing. The rise and fall of this pioneering system reveal compelling lessons about adaptability and the ebbs and flows of the tech world.

22 snips
Aug 17, 2025 • 0sec
The Evolution of Flash Memory
Explore the incredible journey of flash memory, witnessing its price plunge from $80,000 to just two cents per gigabyte. Discover how the floating gate transistor revolutionized storage and how NAND flash technology emerged as a dominant player. Learn about the structural differences between NOR and NAND, and how these distinctions shape efficiency and scalability. Highlights include key milestones and innovations that propelled NAND into the spotlight, transforming both the storage industry and consumer technology.

16 snips
Aug 14, 2025 • 0sec
Nongfu Spring and China's Bottled Water Wars
Dive into the intriguing world of China's bottled water industry! Discover how Nongfu Spring rose to prominence amidst scandals and health myths. Learn about the impact of urbanization and pollution on bottled water's popularity. Uncover the challenges faced by major players like Wahaha and Master Kong, including fierce competition and smear campaigns. This exploration highlights the unexpected drama and marketing strategies that shape the thirst for bottled water in China.

24 snips
Aug 10, 2025 • 0sec
The AI Bandwidth Wall & Co-Packaged Optics
The podcast dives into the impressive advancements in the semiconductor industry, highlighting the massive leap in GPU performance over the decades. It examines the critical bottlenecks that hinder full utilization of this power, particularly the emerging issues with IO bandwidth. Co-packaged optics is introduced as a promising solution, poised to revolutionize data transfer efficiency in server setups. The discussion also touches on how these developments impact AI applications and the future of semiconductor technology.


