Feb 6, 2021

装置好調の東京エレクトロン、気になる車載半導体不足

I can understand why semiconductor equipment manufacturers would be reluctant to invest in the older generation of semiconductor manufacturing equipment.

I guess they can't ignore the requests from semiconductor manufacturers.

I thought ASML had a 100% share of the market for advanced equipment, but I see that they only sell exposure systems.

 

So the gaming industry is also being affected by the semiconductor shortage.

I hadn't really thought about the human resources needed to develop games, but I guess we need people who are both engineers and creators.

 

「まだフロッピー」の現実 地銀、現状維持が改革阻む
地銀大改革(4)

I think this is a special case even for a local bank.
I believe that regional banks are trying to change, but the environment is changing faster than they can change, and it seems that business will come to a standstill.

Why can't they change? Is it a systemic problem in the organization?

 

AIが絵を描いたら、異色のモナリザに 革新は間近

I think it's just that AI is getting better at understanding words and sentences, and now it can show this in pictures, not that it has artistic taste.

It's nice to have a picture of a sentence.

 

半導体、持たざる経営に転機 有事に供給リスク
台韓、生産で日米欧を逆転

The horizontal division of labor and the vertical integration are not settled in one direction or the other, but always fluctuate.

The position of the semiconductor industry on the global stage is becoming increasingly important, and it is sad to see that Japan does not have a strong presence in the industry.