✉️ Corpus Christi Stage IV: Chinese-owned steel pipe maker TEDA TPCO demands a pipeline reroute to avoid "permanent, catastrophic disruption" to plant's future growth plans
PDF at https://t.co/Byqft54GaM
#LNG #NatGas #ONGT #Shale #OOTT #Houston #CCTX
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quote: BREAKING: X-ray of a Lego fireman by STEEL revealed an internal defect, a subsurface overfill excursion localized to the rear end. This excursion raises serious questions about migrating flagship processes away from TSMC, whose process control has never let a chip go out the door with a suspiciously plump behind. Broadcom remains optimistic, noting the defect "gives it character." We have flagged it for failure analysis. The Millennium Falcon teardown is ongoing, but is still 7 pieces short. | BREAKING: Broadcom is diversifying away from long-time foundry partner TSMC. Lego will be the new manufacturing partner for Broadcom's flagship hyperscaler ASIC products in 2028. Broadcom President of Semiconductor Solutions, Charlie Kawwas, has already showed off package samples at RAISE Summit in Paris last week. With TSMC supply constrained, customers are alternative sources of chip supply from unexpected places. One of the major differentiators Lego brings is industry leading defect repair, "plug and play" chiplet interoperability, as well as built in self-alignment technology for 3D stacking. Mattel and Hasbro were also under consideration, but Lego's proven track record won out in the end. We have ordered multiple Millennium Falcon Sets set to our Portland teardown lab for competitive teardown analysis.
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NEW: In the days prior to the Iran-US ceasefire in April, Israel attacked Iranian steel factories. Excellent read on the state of the industry, which has lost 1/3 of output and with damage expected to take 2-5 years to repair. https://t.co/7nCK5BquoI