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半导体

芯片以及制造芯片的工厂：制程，少数能够做到的公司与地方，以及各国为何争夺它们。

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  1. 2026

  2. 文章Patents Per Capita Is a Vanity Metric

    Switzerland tops the Global Innovation Index for the fifteenth year running. As an engineer, that should make you suspicious of the metric, not proud of the country.

    指标政策主权经济学瑞士知识产权美国中国半导体

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  3. 文章The Economics of InferenceEN中한

    Inference tokens are not API calls. They are a metered resource that is consumed, generates value, and correlates with power draw. The economics of the post-AI world look less like software and more like water, electricity, and gas.

    推理经济学主权边缘系统GPU能源半导体

    12 分钟阅读 · 6 章

  4. 文章Notes from RSAC 2026

    Third time at RSA Conference, first time as a speaker. What I saw, what I heard, and what I am still processing.

    应用安全AI 赋能运维智能体政策主权半导体

    23 分钟阅读 · 11 章

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