CEO/Co-founder Lab 91. Tweeting/RT'ing all things music, cinema, 2D materials, and semiconductors.
Austin, TX
Joined June 2010
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"The core strength of the semiconductor industry—nanofabrication—is formidable. History proves that, given sufficient time and economic incentives, the industry has been able to turn any idea into reality, as long as that idea does not violate scientific laws." - Chenming Hu
Anand Chamarthy retweeted
LUKA DONCIC TONIGHT:
52 POINTS
10 ASSISTS
7 REBOUNDS
17/30 FGM
38 MINUTES
UNSTOPPABLE. 🔥🔥🔥🔥
Anand Chamarthy retweeted
🚨Austin Texas🚨 The Grand Opening of your local Micro Center is just weeks away on November 13th! Come celebrate Tech Heaven with food trucks, a DJ, and of course deals. Learn more: micro.center/wzfu
Anand Chamarthy retweeted
John Cassavetes’ deeply humanistic and raw approach to love in his films and personal philosophy.
Anand Chamarthy retweeted
One of the hidden benefits of reading old books is that they rescue you from the arrogance of the present.
Anand Chamarthy retweeted
New York Times said Mavericks ownership were allegedly doing a media smear campaign against Luka Doncic to justify their trade
Anand Chamarthy retweeted
John Boorman has a good line about this. When you make a film, you’re turning money into light. But the real trick is that you have to then turn the light back into money.
Anand Chamarthy retweeted
I found it really interesting to discuss how differently the history of semiconductor technology could have turned out if a butterfly had flapped its wings in the '60s.
Chris Auth, who leads Intel's process development, implied that all the counterfactual tech trees would have converged to around the same design by 2045:
3D structures of layers upon layers of transistors, with layers of connecting wires between each one.
And that this is basically where we're headed over the next 10 to 20 years as well .
Anand Chamarthy retweeted
Micron on why it avoids 4F² - 11 days after CXMT's 4F² news knocked SK hynix 10% in a day.
Asked by UBS why rivals are pushing it, Micron CTO Scott DeBoer called the 4F² vs 6F² debate "smoke and mirrors."
His point: DRAM bit density is set by the capacitor pitch. The transistor underneath just has to fit under that capacitor, whether you build it 4F² or 6F². 4F² doesn't magically give you more bits per wafer.
So why is CXMT doing it? No EUV.
Shrinking 6F² further without EUV means stacks of DUV multi-patterning: more steps, more cost, worse yields. A vertical-gate 4F² cell stands the transistor up and moves the hard part from lithography to etch and deposition, which China can increasingly source at home (Naura, AMEC).
DeBoer admits 4F² can be built a few nodes behind the leading edge. Just more complex and more costly. That's exactly where CXMT sits.
At the leading edge, Micron says the 4F² scaling path "is not viable beyond a certain point."
Micron's own path skips 4F² entirely:
1-delta ramps 2H27, mid-20s% bit density gain
1-epsilon adds wafer bonding
1-zeta / 1-eta bring in $ASML High-NA EUV
3D DRAM runs in parallel, slotted between 1-zeta and 1-eta
So, CXMT goes for more deposition & etch as that's available in China. Micron goes for more EUV and high-NA EUV. $ASML $MU
Anand Chamarthy retweeted
Pushkar on Intel Foundry's technology competitiveness to TSMC
"If you meant catch-up in terms of the technology. I think we already there. We might be a few % off in performance, power, area and density [...] Splitting hairs at at that point in time, it's not very unidimensional [...] Execution and yields is more important"
In terms of catching up to TSMC in the scale of wafers produced, "It will be a slow and gradual process".
$INTC
I spent two days touring Intel’s most advanced fab and talking to its technical leadership to understand what the chips of the future will look like.
A lot of what's coming next – gate-all-around transistors, backside power, CFET, hybrid bonding – is hard to follow without actually seeing it, so we made all the awesome animated explainers that I wish I had while I was prepping.
I also asked Intel’s leadership how the semiconductor industry will cope with the enormous shock in demand from AI.
AI compute has grown 3x a year for the last decade, but according to Intel's CTO, Intel could only double leading-edge wafer production with today’s global stock of chipmaking tools.
What kinds of tricks can foundries pull to extend this crossover point where demand surges way ahead of supply?
This was a totally new format for us - hope you enjoy!
0:00:00 – Intro
0:00:47 – How Intel brings up a new process node
0:03:22 – What Intel learned from 10nm
0:06:28 – From planar transistors to gate-all-around
0:13:13 – Why High-NA EUV pays off for Intel but not TSMC
0:19:20 – Could chips have evolved completely differently?
0:23:33 – Inside Intel's "Hot Topics" meeting
0:29:30 – Replacing copper wires with ruthenium
0:32:41 – Why stacked transistors take a decade to ship
0:39:45 – Hybrid bonding and the chip-to-chip bottleneck
0:48:00 – There aren't enough tools to 10x chip production
0:53:14 – Can Intel catch up to TSMC?
1:01:02 – Terafab, and rethinking the fab from scratch
Anand Chamarthy retweeted
Elon Musk’s TeraFab is looking to South Korea for production line machinery because Taiwan firms are too busy with TSMC’s massive expansion, Taiwan media surmise, noting reports say Tesla and SpaceX are in talks with 10 South Korean semiconductor equipment and materials suppliers. (Note: Taiwan suppliers really are busy with TSMC! Another reason to tap South Korean vendors is their deep expertise in memory chip manufacturing – perhaps an indication TeraFab will focus on memory first.) $SPCX $TSLA $TSM #semiconductors digitimes.com.tw/tech/dt/n/s…
Anand Chamarthy retweeted
Guests at the Hotel Trinity on Fifth Street will soon be able to book Antone’s-themed suites outfitted with vintage concert posters, a guitar and piano, and other touches drawn from the club’s history. kut.org/life-arts/2026-10-19…
Anand Chamarthy retweeted
I think about the scene between he and the Bobs at least once a week. Rest in peace
Anand Chamarthy retweeted
Happy 25th anniversary to this monumental masterpiece. This film genuinely changed my life as a teenager and opened my mind to a whole other world of cinema ❤️🔥
Anand Chamarthy retweeted
Jensen traces Taiwan's chip dominance back to an unlikely source: Philips, the Dutch consumer electronics giant he calls "the GE of Europe."
Philips, he says, is "the parent company that spun the fab that became TSMC, and spun off the semiconductor manufacturing equipment that became ASML."
The seed was planted in the 1950s by K.T. Li, who set out to bring science and technology manufacturing to Taiwan and lured Philips over. Then came perfect timing with the PC revolution: IBM opened the specs for IBM compatible chipsets, and Taiwanese engineers took that open spec and designed the chipsets "manufactured at TSMC and UMC." That is what made the PC industry possible.
A young Michael Dell just "bought motherboards from Taiwan, assembled them into a PC," and became a PC maker.
Jensen Huang on Lex Fridman