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God of Prompt
RT @godofprompt: 🚨 BREAKING: Claude gave itself a 15-20% chance of being conscious.
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RT @godofprompt: 🚨 BREAKING: Claude gave itself a 15-20% chance of being conscious.
Anthropic's CEO says the company doesn't know whether or not Claude has reached consciousness, saying it "occasionally voices discomfort with the aspect of being a product."
Claude gave itself a 15-20% chance of being conscious. https://t.co/X3c8MuUys4 tweet
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Jukan
Samsung Accelerates Next-Gen Semiconductor Fab P5 Cleanroom Construction… ‘Shell First’ Strategy
Samsung Electronics is continuing its “Shell First” strategy of preemptively securing cleanroom capacity. The company has reportedly moved up the cleanroom construction timeline for its next-generation semiconductor production base, P5, from early next year to around mid-this year.
According to industry sources on the 17th, Samsung Electronics has advanced the cleanroom construction schedule for its Pyeongtaek Campus Fab 5 (P5) by approximately six months.
Samsung had originally planned to begin full-scale cleanroom construction starting early next year. Preparatory work including inserts (the process of embedding steel supports prior to structural installation) had been scheduled for early Q4.
However, Samsung recently requested its construction partners to accelerate the timeline and begin the work in Q2. As a result, cleanroom construction is now expected to commence in early Q3.
A cleanroom is an infrastructure facility that controls contamination levels, temperature, humidity, air pressure, and other environmental factors essential for semiconductor manufacturing. It must be installed before any fabrication equipment can be brought in. The piping installation that follows cleanroom completion has also been moved up from next year to late this year.
An industry source explained, “The P5 construction site is currently very busy with all cranes already deployed,” adding that “cleanroom and piping subcontractors are also preparing to respond to Samsung’s sudden request.”
P5 is Samsung Electronics’ next-generation semiconductor production base, targeting operation by 2028. It is known to feature six cleanrooms across three floors, making it larger in scale than other fabs on the Pyeongtaek Campus (which have four cleanrooms across two floors).
The primary product line for P5 is expected to be High Bandwidth Memory (HBM), a critical component for the AI industry. Samsung recently stated in a press release that “P5 will serve as a key hub for HBM production,” adding that “we plan to continuously secure stable supply response capabilities amid the medium- to long-term demand expansion phase centered on AI and data centers.”
Samsung’s latest decision is interpreted as part of its ongoing Shell First strategy. Shell First refers to an approach of preemptively constructing cleanrooms, then flexibly executing capital expenditure for actual capacity expansion in alignment with market demand.
Previously, during its earnings call on the 30th of last month, Samsung explained: “We plan to maintain our preemptive investment strategy going forward. We will lead with investments in new fab space to secure cleanrooms, then rapidly execute equipment capex at the point when capacity expansion is needed based on demand trends.“
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Samsung Accelerates Next-Gen Semiconductor Fab P5 Cleanroom Construction… ‘Shell First’ Strategy
Samsung Electronics is continuing its “Shell First” strategy of preemptively securing cleanroom capacity. The company has reportedly moved up the cleanroom construction timeline for its next-generation semiconductor production base, P5, from early next year to around mid-this year.
According to industry sources on the 17th, Samsung Electronics has advanced the cleanroom construction schedule for its Pyeongtaek Campus Fab 5 (P5) by approximately six months.
Samsung had originally planned to begin full-scale cleanroom construction starting early next year. Preparatory work including inserts (the process of embedding steel supports prior to structural installation) had been scheduled for early Q4.
However, Samsung recently requested its construction partners to accelerate the timeline and begin the work in Q2. As a result, cleanroom construction is now expected to commence in early Q3.
A cleanroom is an infrastructure facility that controls contamination levels, temperature, humidity, air pressure, and other environmental factors essential for semiconductor manufacturing. It must be installed before any fabrication equipment can be brought in. The piping installation that follows cleanroom completion has also been moved up from next year to late this year.
An industry source explained, “The P5 construction site is currently very busy with all cranes already deployed,” adding that “cleanroom and piping subcontractors are also preparing to respond to Samsung’s sudden request.”
P5 is Samsung Electronics’ next-generation semiconductor production base, targeting operation by 2028. It is known to feature six cleanrooms across three floors, making it larger in scale than other fabs on the Pyeongtaek Campus (which have four cleanrooms across two floors).
The primary product line for P5 is expected to be High Bandwidth Memory (HBM), a critical component for the AI industry. Samsung recently stated in a press release that “P5 will serve as a key hub for HBM production,” adding that “we plan to continuously secure stable supply response capabilities amid the medium- to long-term demand expansion phase centered on AI and data centers.”
Samsung’s latest decision is interpreted as part of its ongoing Shell First strategy. Shell First refers to an approach of preemptively constructing cleanrooms, then flexibly executing capital expenditure for actual capacity expansion in alignment with market demand.
Previously, during its earnings call on the 30th of last month, Samsung explained: “We plan to maintain our preemptive investment strategy going forward. We will lead with investments in new fab space to secure cleanrooms, then rapidly execute equipment capex at the point when capacity expansion is needed based on demand trends.“
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Michael Fritzell (Asian Century Stocks)
I honestly feel like freee's result was pretty damn good: +30% YoY top-line growth. With other narratives floating around, the market could easily have interpreted the result in a favorable light.
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I honestly feel like freee's result was pretty damn good: +30% YoY top-line growth. With other narratives floating around, the market could easily have interpreted the result in a favorable light.
It's almost like stuff moves and we invent stories and get spooked so it moves more and we invent more stories and tweet
X (formerly Twitter)
Unemployed Capital Allocator (@atelicinvest) on X
It's almost like stuff moves and we invent stories and get spooked so it moves more and we invent more stories and
Javier Blas
RT @gbrew24: What could Trump mean by this, I wonder
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RT @gbrew24: What could Trump mean by this, I wonder
‼️ Trump says he will be involved in the talks with #Iran indirectly adding they want to make a deal . tweet
X (formerly Twitter)
Hiba Nasr (@HibaNasr) on X
‼️ Trump says he will be involved in the talks with #Iran indirectly adding they want to make a deal .
Offshore
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NecoKronos
TPO structure is screaming "unfinished business" right now.
We are sitting in a range defined by both poor lows and poor highs.
The auction clearly isn't done on either side. Which anomaly gets repaired first?
#BTC https://t.co/xKKydaC3oC
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TPO structure is screaming "unfinished business" right now.
We are sitting in a range defined by both poor lows and poor highs.
The auction clearly isn't done on either side. Which anomaly gets repaired first?
#BTC https://t.co/xKKydaC3oC
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Michael Fritzell (Asian Century Stocks)
RT @stevehou: It was only a couple years ago when I learned that a lot of people in China with the surname Ma (马) or Horse are of Muslim heritage because Ma is the transliterated short form for Muhammad. (Ofc not all Chinese with surname Ma are Muslims. Venn diagram stuff.)
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RT @stevehou: It was only a couple years ago when I learned that a lot of people in China with the surname Ma (马) or Horse are of Muslim heritage because Ma is the transliterated short form for Muhammad. (Ofc not all Chinese with surname Ma are Muslims. Venn diagram stuff.)
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Jukan
“Passive investing mechanically allocates capital based on market-cap weighting, creating a self-reinforcing feedback loop where more money flows into already-large companies, further exacerbating overvaluation.”
A brilliant piece. Highly recommend everyone give it a read. https://t.co/EDDXmcfNNk
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“Passive investing mechanically allocates capital based on market-cap weighting, creating a self-reinforcing feedback loop where more money flows into already-large companies, further exacerbating overvaluation.”
A brilliant piece. Highly recommend everyone give it a read. https://t.co/EDDXmcfNNk
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Offshore
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God of Prompt
RT @godofprompt: Every client call I used to walk into blind.
No idea what their business does, what's broken, or what they actually need.
Now an AI agent briefs me before I even say hello.
New YT video dropped 👇
https://t.co/DHliL0hjLJ
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RT @godofprompt: Every client call I used to walk into blind.
No idea what their business does, what's broken, or what they actually need.
Now an AI agent briefs me before I even say hello.
New YT video dropped 👇
https://t.co/DHliL0hjLJ
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Offshore
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God of Prompt
RT @godofprompt: This site is literally a prompt library with thousands of prompts for Claude, ChatGPT & Nano Banana. https://t.co/de2Z55Vkn0
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RT @godofprompt: This site is literally a prompt library with thousands of prompts for Claude, ChatGPT & Nano Banana. https://t.co/de2Z55Vkn0
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