Asianometry

By Jon Y

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff.... more

· Technology

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FAQs about Asianometry:

How many episodes does Asianometry have?

The podcast currently has 237 episodes available.

Asianometry episodes:

April 10, 2025 The Tariff Paradoxes of Latin America and Asia
I have been thinking about tariffs recently. No reason why, just interested. And while reading, I came across a series of interesting papers by economists Michael Clemens and Jeffrey Williamson. They explore what looks like an economic paradox. Up until World War I, the countries of Latin America were the most protectionist in the world, with some of its highest tariff rates. East Asia on the other hand - for reasons we will discuss later - had tariffs just a fraction as high. Yet during these decades, the Latin American countries grew faster than the Asian ones. Before World War I, one might argue that if you wanted faster economic growth, you needed high tariffs. Then things changed. In this video, high tariffs in Latin America. Low tariffs in Asia. One works the other doesn't, right? Time, context, and composition matter.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
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...more
18min
April 06, 2025 How the EUV Mirrors are Made
When the semiconductor industry first started on EUV lithography, almost everyone believed that the optics would be the hardest things to do. Wavefront error—deviations of a light wave from its ideal—comes from imperfections in mirrors and lenses. A good lens aims for lambda/10 error; EUV optics must hit lambda/50. With EUV’s 13.5 nm wavelength, that’s 260 picometers. For context, a water molecule is 275 pm wide. That’s the total error budget—for the entire six-mirror system. Because errors add in quadrature, each mirror gets 106 pm rms. But mirrors double light deviation on reflection, so surface accuracy must be halved: 53 pm rms. That’s the radius of a hydrogen atom. It is 20 times harder for an EUV system with six mirrors to achieve the same wavefront performance of a DUV system with 60 surfaces. In this video, we go back to the machine you guys all know and love (again) and the finest multilayer mirrors ever made in history.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
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...more
20min
April 03, 2025 How Moore’s Law Revolutionized RF-CMOS
Silicon's rapid rise in Radio Frequency or RF applications is a lesson in the power of Moore's Law. Over twenty years ago, all the parts of an RF front end module were made separately and integrated in a box. Silicon changed all that. And helped make possible today’s slick and thin cellphones. In this video, the unexpected rise and quizzical future of RF-CMOS.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
19min
March 30, 2025 China’s “New” EUV Light Source
Social media is passing around an announcement that Huawei is testing a China-domestically developed EUV machine. This machine uses an EUV light source known as Laser-induced Discharge Plasma, or LDP. This is in contrast to ASML's method, which is called the Laser Produced Plasma or LPP method. It is claimed that LDP is much more efficient than LPP. Smaller, simpler and with better energy efficiency. Has ASML just been DeepSeek’d? I have been asked to speak on this via email and Twitter. I guess I have to do it. There is so little out there about how this machine works, so I am not going to speculate. But people have tried LDP before and we can talk about that. Feel free to extrapolate from there. In today's cope video, let’s take a look at the Laser-Induced Discharge Plasma EUV light source.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
16min
March 23, 2025 Xiaomi is Why Apple Should Have Made a Car
Xiaomi roared onto global tech scene, raising the bar on what a Chinese smartphone should be. But when the phone market matured, the company executed a daring strategy shift. And then in March 2021, they announced they would make a freakin' EV. They did it. In this video, the rise of Xiaomi, its turnaround, its ride into EVs, and Apple.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
40min
March 20, 2025 The Once-Mighty Soviet Fishing Fleet
The Soviet Union once controlled what was perhaps the world's mightiest fishing fleet. A wolf pack of ships moving around the world, fishing the nations' oceans and emptying them of life. The second half of the 20th century saw the industrialization of the fishing industry. And the Soviets were right in the thick of that. In this video, we talk the once-mighty Soviet fishing fleet and the industrialization of fishing.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
24min
March 16, 2025 What Happened to the Capacitors in 2002?
Starting in the early 2000s, reports emerged of abnormal numbers of PC motherboards with leaking or even popping capacitors. A victim said in a newspaper interview that he turned on his computer one morning and suddenly heard a loud POP, like a distant firework. Other reports mention a weird, fishy smell in the air. The OS goes black and the computer fails to reboot. Most inexperienced people have no idea what to do except to bring it to a repair shop. Open it up, and inside you might find that a little cylinder on the board had swollen or even burst. This happened a lot. Why? In this video, we look at the infamous Capacitor Plague. We will never know what exactly happened, but let's try.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
23min
March 09, 2025 Why the Chips Get Hot
Today's leading edge chips get hot. Like really hot. And nowadays much work is being done to try and keep them from getting TOO hot. Fancy things like dipping the whole chip into water or oil. But why do the chips get hot? And how does that heat spread? Simple question right? In this video, we explore heat at nanometer scale. Easier video ever.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
19min
March 06, 2025 4G LTE: One Standard To Rule Them All
Remember how it used to be that we had to worry about whether we had a Verizon or AT&T iPhone? And that the AT&T iPhone was the one that you can use abroad? While the Verizon one was just for America? Wasn't that weird? Now we don't have to worry about that. Because when we moved to 4G, the world chose a single global wireless standard: LTE. After the bruising battles of 3G, 4G LTE's dominance came far more smoothly. In this video, we look at how 4G LTE won the wireless world.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
23min
March 02, 2025 The Special Solar Cells That Go Up Into Space
The CHIPS Act is now disbursing awards and signing deals. One recent grant that caught my eye was awarded to the New Zealand-American space company Rocket Lab. The grant of up to $23.9 million is for the modernization and expansion of the company's fab in New Mexico, which produces space-grade solar cells. I have not heard of Rocket Lab until recently ... though it seems like the folks in the stock-trading world certainly have. But the idea of "space grade" solar cells was interesting to me. So this video is a simple one. Solar cells. In Space. Nuff said.
Get all episodes of Asianometry, Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, and Dithering as part of Stratechery Plus for $15/month or $150/year.
Listen to Stratechery.
Listen to Dithering.
Listen to Sharp China.
Listen to Sharp Tech.
Listen to Greatest Of All Talk.
...more
24min

FAQs about Asianometry:

How many episodes does Asianometry have?

The podcast currently has 237 episodes available.

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