Meta's win over the US FTC may mean Meta, Google, Microsoft, and others can resume buying startups to stay ahead of the pack, after a slowdown under Lina Khan (New York Times)
https://www.nytimes.com/2025/11/18/technology/meta-ruling-silicon-valley…
from my link log —
Infra-red in-situ (IRIS) inspection of silicon.
https://www.bunniestudios.com/blog/?p=6712
saved 2023-03-15 https://dotat.…
A profile of Pure Storage co-founder John Colgrove, as AI-driven demand for data storage pushes the company's stock to record highs, reaching a $30B market cap (Alicia Park/Forbes)
https://www.forbes.com/sites/aliciapark/…
Yet it comes with a big risk. That is, the incredible dependence of US stock market growth on the performance of a handful of tech giants. The Magnificent 7 - Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla - collectively comprise one third of the valuation of America's entire S&P 500.
BBC News - The Silicon Valley 'AI factory' at the heart of the tech race - BBC News
I don’t know who needs to hear this, but magic doesn’t exist.
It doesn’t matter if it’s a strip mall psychic or a Silicon Valley bro trying to sell it to you.
As usual, STMicro makes silicon I mostly like, but I don't like their packages.
Here's the STM32MP257 TFBGA436 package with balls color coded (somewhat roughly) by power domain/function. I grouped some similar rails together e.g. all low voltage digital core balls are the same color (orange) even though there's multiple 0.8 / 0.82 / 0.9V domains there. All IO power (except dedicated PHY rails) is magenta regardless of which bank(s) it's for.
Things of note:
…
Trump unveils $100K yearly fee on H-1B visas in clampdown on high tech
Trump on Friday announced an annual $100,000 fee on successful applicants for a high-skilled worker visa program that is widely used in Silicon Valley.
Trump also signed an executive order that would allow wealthy foreigners to pay $1 million for a “gold card” for U.S. residency
and companies to pay $2 million for a “corporate gold card” that would permit them to sponsor one or more employees.
Look what an old #macOS SDK in the “Command Line Tools" tree causes on Apple Silicon:
$ clang -o ghba geh.c
In file included from geh.c:14:
In file included from /Library/Developer/CommandLineTools/SDKs/MacOSX10.14.sdk/usr/include/stdlib.h:62:
/Library/Developer/CommandLineTools/SDKs/MacOSX10.14.sdk/usr/include/sys/cdefs.h:784:2: error: Unsupported architecture
784 | <…
"The [resonant computing] Manifesto promises to fix everything that’s wrong on the internet right now. But you look at the authors and the signers, you’ll see the same guys who caused the present problems. These guys made it rich on the Torment Nexus and they’re now claiming they can fix it."
(Original title: The Resonant Computing Manifesto: same AI slop, same AI guys)
Epic #semiconductors. I am part of a German-Taiwanese research collab: “Exploring Silicon Urbanism: Bilateral Workshops and Fieldtrips in Dresden and Hsinchu.” With trips to clean rooms and affected communities.
Photo-documentation upcoming! #sts
"Das schlechte Image der DSGVO ist ganz stark ein deutsches Phänomen, im Blick auf den Datenschutz ist Deutschland dem Silicon Valley näher als dem Rest der EU. Ich reise für Vorträge durch ganz Europa und dass man fast mit Tomaten beworfen wird, wenn man „Datenschutz“ sagt, das gibts nur in Deutschland," so Max Schrems #Datenschutz
A profile of Katherine Boyle, an a16z partner and a friend to JD Vance, as Silicon Valley increasingly adopts her views, including embracing defense tech (Julia Black/New York Times)
https://www.nytimes.com/2025/10/19/business/katherine-b…
FTC v. Meta: TikTok's rise undermined the FTC's antitrust case and helped Meta avoid a breakup; Judge Boasberg said the tech landscape has "changed markedly" (New York Times)
https://www.nytimes.com/2025/11/18/technology/meta-google-antitrust-t…
Much lower energy fast chips:
"Scientists from the University of Warwick and the National Research Council of Canada have reported the highest "hole mobility" ever measured in a material that works within today's silicon-based semiconductor manufacturing...
This achievement also represents a significant accomplishment for Warwick's Semiconductors Research Group and highlights the UK's growing influence in advanced semiconductor materials research."…
China's biggest oil company just hit a major solar breakthrough.
CNPC developed a perovskite solar cell with 25.05% efficiency—impressive on its own, but here's the bigger story: they're planning to pair it with silicon cells to slash energy costs. Pilot production starts 2026, mass production 2028.
Their goal? Match their oil output with renewables by 2035.
CEIP study: 87 of the top 100 Chinese AI researchers who were working in the US in 2019 are still doing research at US universities or companies in 2025 (New York Times)
https://www.nytimes.com/2025/11/19/technology/ai-research-chinese-talent.html
For some reason the combination of 160K and my Mitutoyo 100x/0.90 objective means that as the last bits of ILD begin to etch away, substrate features become *less* visible.
I expected to see strong contrast at edges of substrate features when the ILD was etched away despite poly, STI trenches, and diffusion areas all being the same material (silicon).
But that's not what I'm seeing.
Going back to my archives, though, most of my good full die 100x shots are with the …
heise | Der Siegezug von Apple Silicon: Fünf Jahre Macs mit Apple-Prozessoren
Im November 2020 kamen Macs erstmals mit Apples eigenem M-Chip heraus. Es wurde eine echte Erfolgsgeschichte. Ein Rückblick auf Technik und Hintergründe.
heise | Auswandern nach Polen: Was ITler verdienen, Lebenshaltungskosten und Steuern
Das "Silicon Valley Europas" lockt mit Jobs in der Techbranche und niedrigen Preisen. Wir erklären, ob die Rechnung für IT-Experten wirklich aufgeht.
Willkommen USA (und allen anderen & Co. etc.) in der veralteten Realität, sprich in der 20ern Technokratie:
»Renaissance einer politischen Bewegung:
Wenn Krisen Demokratie und Markt erschüttern, feiern Technokratie-Visionen ihr Comeback. Zwischen TechBros, Elon Musk und Silicon-Valley-Utopien zeigt sich - Die Sehnsucht nach Expertenherrschaft ist so aktuell wie gefährlich.«
🔊
In-situ Radiation Damage Study of Silicon Carbide Detectors Subjected to Clinical Proton Beams
Daniel Radmanovac, Andreas Gsponer, Simon Waid, Sebastian Onder, Matthias Knopf, J\"urgen Burin, Stefan Gundacker, Thomas Bergauer
https://arxiv.org/abs/2510.11304
I had never seen this episode 😲 Noo, Big Headdd 😔
Silicon Valley | Ten Years Later: The Extended Pied Piper Documentary | HBO
https://www.youtube.com/watch?v=ab1H602yc_Y
K-shell ionization and characteristic x-ray radiation by high-energy electrons and positrons in oriented silicon crystals
S. V. Trofymenko, I. V. Kyryllin
https://arxiv.org/abs/2511.13407
Sequencing on Silicon: AI SoC Design for Mobile Genomics at the Edge
Sebastian Magierowski, Zhongpan Wu, Abel Beyene, Karim Hammad
https://arxiv.org/abs/2510.09339 https://
How TBPN's daily livestream became the preferred news show of tech insiders, as it taps into the "who's up, who's down" part of Silicon Valley culture (Mike Isaac/New York Times)
https://www.nytimes.com/2025/10/11/technology/tbpn-silicon-valley.ht…
Origin of Enhanced Thermal Resistance Near Nanoscale Hotspots: Insights from Full-Dispersion-Resolved Phonon Transport in Silicon
Jae Sik Jin
https://arxiv.org/abs/2510.12530 ht…
I've seen and lived this pitch before and it is unsustainable for a life worth living: https://www.washingtonpost.com/politics/2025/10/21/why-silicon-valley-tech-workers-are-embracing-996/
How to convince young people to be…
David Sacks,
the Trump administration’s A.I. and crypto czar,
has helped formulate policies that aid his Silicon Valley friends
and many of his own tech investments.
Since January, Mr. Sacks, 53, has occupied one of the most advantageous moonlighting roles in the federal government,
influencing policy for Silicon Valley in Washington while simultaneously working in Silicon Valley as an investor.
Among his actions as the White House’s artificial intelligen…
A Quantum Computer Based on Donor-Cluster Arrays in Silicon
Shihang Zhang, Chunhui Zhang, Guanyong Wang, Tao Xin, Guangchong Hu, Yu He, Peihao Huang
https://arxiv.org/abs/2509.24749
Light coupling to photonic integrated circuits using optimized lensed fibers
Dengke Chen, Zeying Zhong, Sanli Huang, Jiahao Sun, Sicheng Zeng, Baoqi Shi, Yi-Han Luo, Junqiu Liu
https://arxiv.org/abs/2510.10635
If we design it to return the results we want to see, is it really #AI? And if someone is determining what it returns, is that someone liable for damages arising from use of the product as intended?
If we design it to return the results we want to see, is it really #AI? And if someone is determining what it returns, is that someone liable for damages arising from use of the product as intended?
Considering how often Windows updates break things and the silicon valley mantra 'break things and fix later' I wonder if that is a safe way of thinking tech. This pod goes through how Volvo unintentionally diaabled the cars breaks by an update.
https://podcasts.apple.com/se/podcast/…
#BBC Do we have our heads up the arse of Silicon Valley’s hype machine? https://c.im/@BBC/115501813135148073
i think we learned the wrong lessons from left-pad. maybe it would create a better world if any npm user could pull a "stop cord" for the entire silicon valley corporate environment
"There was no choice, there is no choice: either submit to capital or watch your ideas wither and die. There are no other practical ways to raise significant capital. Real Angels don’t exist"
On the Feudal-like structures in Silicon Valley. Written in 2018, but not much has changed.
https://<…
Apple's N1 chipset in the iPhone 17 lineup delivers up to 40% higher median Wi-Fi download and upload speeds globally vs. the Broadcom-based iPhone 16 lineup (Luke Kehoe/Ookla)
https://www.ookla.com/articles/apple-n1-2025
Electride behavior at high pressure in silicon and other elements in solid and liquid phases
Salma Ahmed, Felipe Gonz\'alez-Cataldo, Victor Naden Robinson, Burkhard Militzer
https://arxiv.org/abs/2510.01583
Accelerating Sparse Ternary GEMM for Quantized LLM inference on Apple Silicon
Baraq Lipshitz (ETH Zurich), Alessio Melone (ETH Zurich), Charalampos Maraziaris (ETH Zurich), Muhammed Bilal (ETH Zurich)
https://arxiv.org/abs/2510.06957
Bericht: Apples Chip-Chef Johny Srouji erwägt den Absprung
Von M-Prozessoren bis Funkchips: Apple Silicon beeindruckt seit Jahren konstant. Der zuständige Top-Manager zieht angeblich in Betracht, die Firma zu wechseln.
Solar breakthrough alert: Fraunhofer ISE just hit 30.6% efficiency with a perovskite-silicon tandem solar cell.
What makes this special? They used an industry-standard TOPCon bottom cell—meaning this tech could actually scale to mass production, not just stay in the lab.
This could be a game-changer for making solar panels significantly more powerful.
Billionaire tech advisers overcame a MAGA rebellion over AI in the Trump Whitehouse
A power struggle over the future of technology is playing out inside the administration,
as officials confront high-stakes decisions that touch everything
from national security and jobs
to online safety for children.
OK fedi hivemind... I'm looking for a flat square of material about 1cm on a side and maybe 1mm thick that is going to survive being boiled in hot nitric/sulfuric acid for a couple of minutes, then rinsed in acetone and water.
I'm thinking a glass or ceramic, but don't have a source for ready made chunks of the right size (microscope coverglasses are too fragile).
You can get pre-diced silicon wafers with chunks the right size (e.g. Ted Pella 16006) but that's ann…
Demonstration of quantum error detection in a silicon quantum processor
Chunhui Zhang, Chunhui Li, Zhen Tian, Yan Jiang, Feng Xu, Shihang Zhang, Hao Wang, Yu-Ning Zhang, Xuesong Bai, Baolong Zhao, Yi-Fei Zhang, Huan Shu, Jiaze Liu, Kunrong Wu, Chao Huang, Keji Shi, Mingchao Duan, Tao Xin, Peihao Huang, Tianluo Pan, Song Liu, Guanyong Wang, Guangchong Hu, Yu He, Dapeng Yu
Hybrid Quantum Systems: Coupling Single-Molecule Magnet Qudits with Industrial Silicon Spin Qubits
Daniel Schroller, Daniel Sitter, Thomas Koch, Viktor Adam, Noah Glaeser, Clement Godfrin, Stefan Kubicek, Julien Jussot, Roger Loo, Yosuke Shimura, Danny Wan, Yaorong Chen, Mario Ruben, Kristiaan De Greve, Wolfgang Wernsdorfer
https://arxiv.o…
Chinese silicon wafer manufacturers like Eswin have rapidly gained market share by undercutting global leaders, such as Japan's Shin-Etsu Chemical, on price (Nikkei Asia)
https://asia.nikkei.com/business/technology…
Lernumgebungen, um KI-Agenten zu trainieren
Socken kaufen neu gelernt: KI-Agenten brauchen andere Trainings als statische Datensets. Im Silicon Valley wird daran gearbeitet.
https://www.heise.de/new…
[Excerpt:] Tech billionaire Peter Thiel recently warned that Swedish activist
Greta Thunberg & critics of tech or AI are
“legionnaires of the Antichrist”
in private lectures on Christianity that linked government oversight of Silicon Valley to an apocalyptic future.
https://bsky.app/prof…
not on my list of expected developments: Ex-Intel boss Gelsinger now leads a #Christian #AI company
"We’re not trying to take a theological position: we’re building a technology platform. 🧐"
Amazon's AGI team lead Rohit Prasad is leaving at the end of 2025; AWS SVP Peter DeSantis will lead a group combining AI, silicon, and quantum computing teams (Todd Bishop/GeekWire)
https://www.geekwire.com/2025/amazon-ai-ch
Broadband spectral mapping of photo-induced second-harmonic generation in silicon nitride microresonators
Ji Zhou, Marco Clementi, Samantha Sbarra, Ozan Yakar, Camille-Sophie Br\`es
https://arxiv.org/abs/2510.05636
Sources and docs: after Marc Andreessen donated $5M to Trump's 2024 campaign, most CFPB probes have stalled, including three into Andreessen-backed companies (Jake Pearson/ProPublica)
https://www.propublica.org/article/trump-cfpb-marc-andreessen-silicon-vall…
Three-Dimensional Electrostatic and Quantum-Confinement Modeling of Silicon Nanowire Double Quantum Dots
Nilesh Pandey, Dipanjan Basu, Leonard F Register, Sanjay K Banerjee
https://arxiv.org/abs/2510.07831
At a time when the majority of Americans distrust big tech
and believe artificial intelligence will harm society,
Silicon Valley has built its own network of alternative media
where CEOs, founders and investors
are the unchallenged and beloved stars.
What was once the province of a few fawning podcasters
has grown into a fully fledged ecosystem of publications and shows
supported by some of the tech industry’s most powerful.
Q&A with journalist Jacob Silverman on his new book Gilded Rage, the radical politics of certain tech elites, AI's impact on Silicon Valley politics, and more (Calder McHugh/Politico)
https://www.politico.com/news/magazine/202
Tech Billionaire investor Marc Andreessen has long criticized the Consumer Financial Protection Bureau (CFPB)
— calling it an impediment to fintech and crypto companies. 
Andreessen’s investment firm (Andreessen Horowitz aka A16Z) backed many fintech/crypto players that were under CFPB scrutiny,
Under the Trump administration, the CFPB’s enforcement efforts were sharply scaled back:
investigations suspended,
consumer-protection rule-makings shelved,
and …
Dominant scattering mechanisms and mobility peak in cryogenic 2D electron transport in Silicon (110) confinement by high-k oxides
Hsin-Wen Huang, Xi-Jun Fang, Edward Chen, Yuh-Renn Wu
https://arxiv.org/abs/2510.08220
Marc Andreessen is one of America’s most well-known investors and an outsize figure in the so-called fintech industry.
His firm seeded eight companies since 2016 that landed in the crosshairs of the Consumer Financial Protection Bureau
-- the small watchdog agency that Congress created after the 2008 financial crisis to protect vulnerable consumers from exploitation.
Some of those inquiries have resulted in consent orders, fines and, for one company, a lifetime industry ba…
It's funny how you spend a bit of time looking at silicon and quickly develop a sixth sense for recognizing processes and nodes.
Besides the obvious tells for specific foundries (like TSMC and Samsung fiducials) I can recognize TSMC 350 nm, Microchip 160K, Atmel's 350nm node, and UMC 180 at a glance.
Probably more, but those are some of the most distinctive looking ones that i've seen a *lot* of chips made on. Especially UMC 180.
Lightspeed raised a record $9B across six funds to invest in AI, with $3.3B to back breakout companies like Anthropic; Lightspeed has backed 165 AI startups (Erin Griffith/New York Times)
https://www.nytimes.com/2025/12/15/technology/ai-venture-capital-big-fun…
A profile of Paulina Borsook, as her 2000 book Cyberselfish, warning about Silicon Valley's love for "techno-libertarianism", finds a resurgence in interest (David Streitfeld/New York Times)
https://www.
While China’s older tech pioneers tend to idolize Silicon Valley,
younger founders find their role models in people such as
DeepSeek’s Liang Wenfeng and
Unitree’s Wang Xingxing
— both of whom studied exclusively at Chinese universities and are known to predominantly hire domestic talent.
A December analysis from Citi GPS projected that the world would be populated by 648 million humanlike bots by 2050,
unlocking an enduring production advantage and immen…
Tech whistleblowers like Yaël Eisenstat say coming forward has unexpectedly derailed their lives and careers; Meta is in litigation with Sarah Wynn-Williams (Naomi Nix/Washington Post)
https://www.washingtonpost.com/technology/2025/12/15/big-tech-whist…
Sources: at a November meeting in the Oval Office, Jensen Huang told President Trump that a flurry of state AI laws could cause the US to lose the AI race (Wall Street Journal)
https://www.wsj.com/tech/ai/the-silicon-va
Tech leaders embracing Trump for short-term gain may ultimately imperil their companies and is counter to Silicon Valley's idealistic roots (Steven Levy/Wired)
https://www.wired.com/story/silicon-valley-politics-shift/
A shadow has fallen over Silicon Valley.
The community still overwhelmingly leans left -- But with few exceptions, its leaders are responding to Donald Trump by either keeping quiet or actively courting the government.
One indelible image of this capture is from Trump’s second inauguration,
where a decisive quorum of tech’s elite, after dutifully kicking in million-dollar checks, occupied front-row seats.
“Everyone in the business world fears repercussions, because …
Inside Pangyo Techno Valley, South Korea's "Silicon Valley" that is home to 1,800 startups, R&D centers, and global tech firms, as it strives for global impact (Kate Park/TechCrunch)
https://techcrunch.com/2025/09/24/sout
As the Pentagon, particularly the Army, cozies up to Silicon Valley
four big tech executives with no military background, were directly commissioned to be lieutenant colonels, in the Army
-- and they will not recuse themselves from business dealings with the Department of Defense.
Earlier this month, the Army announced Detachment 201,
the name being a reference to HTTP code,
for the newly commissioned executives
from Palantir, Meta and OpenAI.
The ne…
How David Sacks and AI adviser Sriram Krishnan overcame the opposition to Trump's AI EO, reaching out to lawmakers and finally modifying the text of the order (Washington Post)
A look at an "etiquette camp" for young founders in San Francisco, which teaches them how to dress, act, and talk, amid shifting expectations for tech founders (Lisa Bonos/Washington Post)
https://www.washingtonpost.com/technology/2025/12/07/te…
US startups are increasingly adopting Chinese open source AI models, as some capabilities of Chinese models start to catch up with those of frontier US labs (NBC News)
https://www.nbcnews.com/tech/innovation/silicon-valley-building-free-chinese-ai-r…
A look at how David Sacks' work on AI and crypto in Trump's WH benefits his investments, those of Silicon Valley friends, and the All-In podcast he co-hosts (New York Times)
https://www.nytimes.com/2025/11/3…
How a semiconductor investment boom is turning Arizona into "America's Semiconductor HQ", attracting more than $200B in investments in the last five years (Justine Calma/The Verge)
https://www.theverge.com/features/825207/semiconduct…
A look at some California tech regulation bills, including one banning AI use in firing or disciplining workers, that await Gov. Newsom's signature or his veto (Brian Merchant/Blood in the Machine)
https://www.bloodinthemachine.com/p/were-about-to-find-out-if-silico…
How US startups like Oakland-based Brimstone are racing to develop sources of raw materials that the US needs for tech, an industry China has long dominated (Heather Somerville/Wall Street Journal)
https://www.
Singapore-based banking and payments startup Airwallex raised $330M at an $8B valuation, after raising $300M at a $6.2B valuation in May, and plans a US HQ (Laith Al-Khalaf/Financial Times)
https://www.ft.com/content/925815f6-d1d7-46c4-862d-da39acc712a2
A technical deep dive into Amazon's Trainium3 accelerator, including its server SKUs' specifications, silicon design, power budget, and bill of materials (SemiAnalysis)
https://newsletter.semianalysis.com/p/aws-trainium3-deep-dive-a-potential
Google says Ironwood, its seventh-gen TPU, will launch in the coming weeks and is more than 4x faster than its sixth-gen TPU; it comes in a 9,216-chip config (CNBC)
https://www.cnbc.com/2025/11/06/google-unveils-ironwood-seventh-gener…
A look at Bret Taylor's AI agent startup Sierra as it launches new products; source: Sierra is on track to exceed $100M in annualized revenue by January 2026 (Richard Nieva/Forbes)
http://www.forbes.com/sites/richardnieva/2025/11/05/sierra-bret-taylor-c…