Omer Cheema
@OmerCheeema
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Working in Semicon industry since eternity. First PhD in chip design, then engineer at AMD. Moved to business side at Samsung. Now at Renesas.
Eindhoven, Nederland
Joined May 2024
NAND is the most degenerate sub-sector within semis. It gona get so much more crazy before we get the inevitable 90% drawdown.
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Surprised that it is that easy to steal files from Intel. Let me give some insights into IT security at Samsung Semiconductor. People who have been to Samsung Campus in Korea must have an idea. Entering any of the Samsung buildings, you need to have a sticker put on your phone
Intel Files a Lawsuit Against Former Employee Who Stole “Top-Secret” Data After Being Fired from a Position He Held for More Than a Decade https://t.co/MYG3dPu4Dj
https://t.co/MYG3dPu4Dj
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First part is historically correct. Highlighted part is good imagination. Had a good laugh reading it.
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Grok is my best friend... The claim that only approximately 6,000 out of 100,000 racks in Meta's data centers are equipped with NVIDIA hardware—equating to a 6% share—originates from a September 2024 report by SemiAnalysis, titled "Meta's AI Infrastructure: From GPUs to Custom
Jensen is getting desperate. China is shutting off a major src of demand for Nvidia chips, transshipment to Chinese SOE DCs. I have pretty solid src that just 6000 out of 100k racks in Meta's Hyperion DC will be Nvidia cards. Google TPUs are supplying most of its future demand.
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The french government created an LLM leaderboard akin to lmarena, but rigged it so that Mistral Medium 3.1 would be at the top Mistral 3.1 Medium > Claude 4.5 Sonnet or Gemma3-4B and a bunch of Mistral models > GPT-5 ??????????????????? LMAO
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USPTO has proposed a significant overhaul to the current patent maintenance fee structure, which currently uses fixed flat fees paid at 3.5, 7.5, and 11.5 years after issuance. Under new rules, patent holders would pay an annual fee calculated as a percentage of the patent's
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I still think ASML should make a special immersion scanner for the Chinese market: MMO ≥ 2.5 nm Throughput ≥ 300 wph ...and it would sell like hotcakes.
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$OLED is a monopoly in display materials supply chain. They have been a long term supplier of emitting material to Samsung, LG, BoE, CSOT and others. Nobody else can make the emissive materials offered by them. Not an exciting stock, but I think it will make money at this price
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Samsung has an "up or out" policy for VP levels or above. Every November/December, a bunch of executives are fired and replaced with newly promoted folks. This year's changes have just started.
Samsung Official Personal appointments ===================== This is the Samsung Electronics Communications Office. Samsung Electronics announced changes to the appointments of the Business Support Task Force (BTF) presidents and executives on Friday, November 7th. ▲ Changes
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Elon Musk now says he might work with Intel. $INTC Signs are positive.
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Sam Altman's Breadcrumb: The US Government Is Looking to Guarantee Loans for US Fab Output Intel is the only one that makes sense Link below
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I have absolutely no idea how OpenAI ha responded to US Govt call for bringing semiconductor industry back. Can anyone explain what Sam means by this: The one area where we have discussed loan guarantees is as part of supporting the buildout of semiconductor fabs in the US,
I would like to clarify a few things. First, the obvious one: we do not have or want government guarantees for OpenAI datacenters. We believe that governments should not pick winners or losers, and that taxpayers should not bail out companies that make bad business decisions or
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An interesting article on Substrate from Fox Chapel Research. Summary: The founder is a known con artist involved in such other things as solving nuclear fusion and stealing $2.5M in a Kickstarter scam. The cofounder is the founder’s brother and has literally zero documented
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As smartphone shipments have saturated for years now, Qualcomm's growth has been driven by increased BoM per phone. Starting with modems and APs, extending to connectivity, then full RF chain and even some biometrics. Given their history, I trust their statement. Historically,
How much should we really trust this though? Qualcomm has a history of talking a lot of nonsense. The same goes for what they said about Apple’s in-house modem…
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Every new technological revolution starts with infrastructure investments, e.g. millions of kms of fiber optics were laid in 90s. Software and services follow later. For AI, we are in an infra build-up stage. Software will follow. P.S: I am a EE major. Did my PhD is chip
When I started college back in 2016 I made a conscious decision to study EE instead of CS because I realized that Moore's law was fucking cooked and as a result of that innovation at the hardware level was going to become increasingly more valuable... 5 years out of college now
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