프로필 사진은 1984년 셜록 홈즈 TV 시리즈에서 닥터왓슨을 연기한 Edward Hardwicke
Joined March 2010
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Economic View retweeted
The Semiconductor Value Chain
The Semiconductor Value Chain — simplified 👇
🧠 Fabless Chip Designers
Design the chips, don’t manufacture them.
Examples: NVIDIA, AMD, Qualcomm, Broadcom, Apple.
🏭 Foundries
Manufacture the chips.
Examples: TSMC, Samsung, UMC, GlobalFoundries.
📦 Testing & Packaging
Test and assemble finished chips.
Examples: ASE, Amkor, Teradyne, Advantest.
🛠 Equipment Makers
Build the machines that make chips.
Examples: ASML, Applied Materials, Lam Research, KLA.
🧪 Raw Materials & Components
Provide wafers, chemicals, optics, specialty materials.
🏢 IDMs (Integrated Device Manufacturers)
Design + manufacture their own chips.
Examples: Intel, Micron, Texas Instruments, SK Hynix.
Economic View retweeted
BREAKING: Iran is telling vessels that they are closing the Strait of Hormuz, per Reuters.
Over 20% of global oil supply is potentially coming to a halt.
Economic View retweeted
Today was a CRAZY day in the AI space.
Morning - Anthropic CEO Dario Amodei refused to work with the Pentagon because they wanted to use Claude for mass surveillance and autonomous killer robots.
Afternoon - OpenAI’s Sam Altman came out in support saying, “For all the differences I have with Anthropic, I mostly trust them as a company and I think they really do care about safety.”
Evening - President Trump banned Anthropic from every federal agency in the United States government.
Night - Sam Altman flipped. OpenAI submitted a bid to replace Anthropic and officially reached a deal with the Pentagon.
Economic View retweeted
Recent Layoff Announcements:
1. US Government: 300,000 employees
2. UPS: 78,000 employees
3. Amazon: 30,000 employees
4. Intel: 25,000 employees
5. Nissan: 20,000 employees
6. Nestle: 16,000 employees
7. Microsoft: 15,000 employees
8. Bosch: 13,000 employees
9. Verizon: 13,000 employees
10. Dell: 12,000 employees
11. Accenture: 11,000 employees
12. Ford: 11,000 employees
13. Novo Nordisk: 9,000 employees
14. Microsoft: 7,000 employees
15. PwC: 5,600 employees
16. Dow Chemical: 4,000 employees
17. Block: 4,000 employees
18. Salesforce: 4,000 employees
19. Lufthansa: 4,000 employees
20. Tyson: 3,200 employees
21. IBM: 2,700 employees
22. American Airlines: 2,700 employees
23. Paramount: 2,000 employees
24. Target: 1,800 employees
25. ConocoPhillips: 1,700 employees
26. General Motors: 1,700 employees
27. Applied Materials: 1,444 employees
28. Mastercard: 1,400 employees
29. Kroger: 1,000 employees
30. Meta: 1,000 employees
The big question: What % of these jobs cuts are due to AI?
Economic View retweeted
🚨Has the South Korean market gone TOO FAR?
Foreign investors dumped a record 6.8 trillion won ($4.7 billion) of South Korean stocks on Friday, the largest single-day selloff EVER.
This comes after the KOSPI surged +170% since its April low and +50% YTD, driven almost entirely by Samsung and SK Hynix.
The index soared past the 6,000 level this week, just a month after surpassing 5,000, before falling -1% on Friday.
Will we see more investors rushing to the exit?
Economic View retweeted
Samsung Electronics became the first South Korean company to top $1 Trillion in market cap
Economic View retweeted
South Korea uses more industrial robots per worker than any other country—
This chart shows one way to compare automated manufacturing across countries — it plots the number of robots per 1,000 manufacturing employees.
The chart shows very large differences between countries. South Korea stands out, with more than one robot for every ten manufacturing workers.
Singapore comes second, and China ranks third, close to Germany. The United States sits in the middle, close to the European average, below Switzerland, Denmark and Slovenia.
This perspective shows industrial robot adoption in relative terms. In another Data Insight, I looked at robot adoption in absolute terms. From that perspective, China stands out by a large margin: it’s a large economy with a huge manufacturing sector, and it has by far the largest stock of industrial robots.
Much of this expansion has happened recently: China’s annual installations increased 12-fold over a decade, helping it catch up to South Korea in terms of robots per worker.
(This Data Insight was written by @EOrtizOspina.)
ALT Industrial robots in operation per 1,000 employees in manufacturing in 2023. Horizontal bar chart listing 17 countries with the number of industrial robots in operation per 1,000 manufacturing employees. Key insight: South Korea leads with 101 robots per 1,000 employees, followed by Singapore with 77 and China with 47. Full country values, in descending order: South Korea 101; Singapore 77; China 47; Germany 43; Japan 42; Sweden 35; Slovenia 31; Denmark 31; Switzerland 30; United States 30; Netherlands 26; Austria 25; Italy 23; Canada 23; Slovakia 20; France 19; Spain 17. Data source: International Federation of Robotics. License: CC BY. Note: Industrial robots are automated, reprogrammable machines that can move in three or more directions and perform tasks in industrial settings. Examples of machines that are not classified as robots include software (for example, voice assistants), remote-controlled drones, self-driving cars, and “smart” washing machines.
Economic View retweeted
The 20 Most Powerful Economies of 2026 🌍💰
🥇 🇺🇸 USA — $31.8T
🥈 🇨🇳 China — $20.6T
🥉 🇩🇪 Germany — $5.3T
4️⃣ 🇮🇳 India — $4.5T
5️⃣ 🇯🇵 Japan — $4.4T
6️⃣ 🇬🇧 UK — $4.2T
7️⃣ 🇫🇷 France — $3.5T
8️⃣ 🇮🇹 Italy — $2.7T
9️⃣ 🇷🇺 Russia — $2.5T
🔟 🇨🇦 Canada — $2.4T
Top 2 alone = $52.4T
Economic View retweeted
When Countries Reached $1 Trillion GDP 💰
1. 🇺🇸 United States – 1969
2. 🇯🇵 Japan – 1979
3. 🇩🇪 West Germany – 1987
4. 🇫🇷 France – 1988
5. 🇬🇧 United Kingdom – 1989
6. 🇮🇹 Italy – 1990
7. 🇨🇳 China – 1998
8. 🇪🇸 Spain – 2004
9. 🇨🇦 Canada – 2004
10. 🇧🇷 Brazil – 2006
11. 🇰🇷 South Korea – 2006
12. 🇷🇺 Russia – 2006
13. 🇲🇽 Mexico – 2006
14. 🇮🇳 India – 2007
15. 🇦🇺 Australia – 2008
16. 🇮🇩 Indonesia – 2017
17. 🇳🇱 Netherlands – 2021
18. 🇸🇦 Saudi Arabia – 2022
19. 🇹🇷 Türkiye – 2023
20. 🇵🇱 Poland – 2025
21. 🇨🇭 Switzerland – 2025
Note: Nominal GDP
Economic View retweeted
Here are the largest Semiconductor companies in the world via @ThemesETFs
Economic View retweeted
Germany 🇩🇪
The German auto industry continues to spiral downwards – Bosch to lay off 20,000 workers. Bosch is the largest automotive components supplier in the world.
Economic View retweeted
China’s adoption of industrial robots has surged over the past decade—
Industrial robots are rapidly becoming a common part of manufacturing in some countries. The chart here shows how many new ones are installed each year in the industrialized countries for which we have available data from the International Federation of Robotics (IFR).
In this dataset, industrial robots are defined as automatically controlled, reprogrammable, and multipurpose machines used in industrial settings. The data covers only physical industrial robots, not software or consumer technologies.
The chart shows that in 2011, China, the United States, Japan, Germany, and South Korea were all installing similar numbers of these robots. However, in the decade that followed, the paths of these countries diverged. By 2023, annual installations in China had risen to 276,000 robots, a twelvefold increase.
Over the same period, installations in the United States, Japan, Germany, and South Korea also increased, but much more slowly: none of them even doubled. The United States, which saw the second-largest rise, went from 21,000 new installations in 2011 to 38,000 in 2023.
These figures refer to new robots installed each year; that is, annual additions to the existing stock of robots. The IFR also publishes data on the total number of robots in operation, and by this measure, China also had the largest installed base, at around 1.76 million robots in 2023.
Relative to its large manufacturing sector, China’s stock of robots today does not stand out – but the data here shows that this is changing quickly.
(This Data Insight was written by @EOrtizOspina.)
ALT Annual industrial robots installed. Line chart showing annual installations for China, Japan, United States, South Korea, and Germany from 2011 to 2023. China starts near 23,000 in 2011, rises to about 57,000 by 2014, reaches roughly 150,000 by 2017 to 2018, then climbs sharply to about 260,000 in 2021 and peaks near 290,000 in 2022 before a small decline to around 275,000 in 2023, far above the other countries. Japan, the United States, South Korea, and Germany stay in the roughly 10,000 to 60,000 range across the period, with modest peaks around 2018. The y-axis spans 0 to 300,000. The data source is: International Federation of Robotics (IFR) via AI Index Report (2025). A note reads: Software (e.g., voice assistants), remote-controlled drones, self-driving cars, or devices such as “smart” washing machines are not classified as robots.
Economic View retweeted
The Dangerous Dollar"
The British magazine The Economist dedicated the main article of its latest issue to the toxicity of the US currency and the assertion that "the old financial architecture is collapsing".
The article notes that dollar assets are no longer a safe haven, and the US currency itself is becoming toxic. While the US claims to have a "great economy", the figures say otherwise: since its peak in January 2025, the dollar has lost a tenth of its value in the currency rating.
It is also stated that US stocks denominated in euros have hardly brought any profits to investors over the past year. Experts from The Economist are confident that this is not just a temporary volatility, but a fundamental change. The key conclusion of the article is that the world understands very well that storing savings in the currency of a country with an astronomical national debt (already more than 38.7 trillion dollars) and an aggressive sanctions policy is an unjustifiable risk.
Economic View retweeted
Visualizing the World’s Biggest Oil Producers by Country 🛢️
elements.visualcapitalist.co…
Economic View retweeted
When it comes to critical materials, CHINA HOLDS ALL THE CARDS.
China DOMINATES in what I call the three M's: MINING, METALLURGY, AND MATERIALS SCIENCE.
Economic View retweeted
Charted: The 2026 Growth Outlook for G20 Nations 🌐
This graphic by Aneesh Anand is one of the many incredible data-driven charts and stories from creators featured on our @VoronoiApp. ✅
voronoiapp.com/economy/G20-G…
