Oval office: most interesting data point from the Oval Office today? All the tech components being sourced and all the large data centers being built in Texas -- in addition to Houston, Ft Worth figured prominently.
One data point not mentioned: 2.35 billion active Apple devices in use around the world. Every iPhone and Apple Watch will use Corning glass made in Kentucky. Period. Dot.
More Updates
Tesla ditching TSM; link here. Tesla selects INTC and Samsun for DOJO 3 supply train. Apple, Samsung teaming up in Houston: link here.
Updates
The Oval Office visit: this is where one should start. Link here.
Then this:
Add: GLW.
Then review:
American Manufacturing Company (did he ad-lib this name? LOL!)
Apple
Samsung
Corning
Coherent
GlobalWavers
Applied Materials
Texas Instruments
GlobalFoundries
Amkor
Broadcom
Note which company is not on that list: TSMC.
Old, haven't seen an update recently:
ChatGPT prompt: how many Qualcomm components in -
iPhone 15:
Qualcomm Snapdragon X70 5G modem
RF transceiver
Envelope tracker
clock generator or power-related chip
iPhone 16, current Qualcomm component count: for the standard, Plus, and Pro models, sources show at least five prominent but the total is likely higher.
Confirmed parts include:
Snapdragon SDX71M modem (custom)
Qualcomm RF transceiver (SDR 735-001)
Qualcomm IF transceiver (SMR546-002)
Wideband envelope tracker (QET7100-001)
Qualcomm clock generatorApple's transition to its own modem
delayed but should be in place by 2027
Apple's first in-house modem (C1) is already in production (iPhone 16e) but limited in feature set and volume.
Apple's staged rollout: low-risk entry
Apple's transition, albeit slower than ideal, will be the most significant chip vertical integration in consumer electronics history
C1 vs QC X85
The C1 is purpose-built to communicate with LEO satellites (Starlink [T-Mobile for Starlink beta access with iOS 18 -- coming] and Amazon's Kuiper satellites)
Qualcomm X85, full satellite connectivity features, including non-terrestrial (NTN) support; powerhouse in terms of bandwidth (up to 12.5 Gbps down / 3.7 Gbps up), optimized for Androids
I am
inappropriately exuberant about the Bakken and I am often well out front
of my headlights. I am often appropriately accused of hyperbole when it
comes to the Bakken.
I am inappropriately exuberant about the US economy and the US market.
I am also inappropriately exuberant about all things Apple.
See disclaimer. This is not an investment site.
Disclaimer:
this is not an investment site. Do not make any investment, financial,
job, career, travel, or relationship decisions based on what you read
here or think you may have read here. All my posts are done quickly:
there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
If anything on any of my
posts is important to you, go to the source. If/when I find
typographical / content errors, I will correct them.
Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
I am also inappropriately exuberant about all things Apple.
And
now, Nvidia, also. I am also inappropriately exuberant about all things
Nvidia. Nvidia is a metonym for AI and/or the sixth industrial
revolution.
I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
A reader wrote to remind me today was "Hiroshima Day," eighty (80) years ago today being remembered. Link here.
I host a family genealogy blog elsewhere. This is a "page" from that blog.
My father-in-law, on rest/relaxation to Japan during the Korean War married a Japanese woman. This would have been in 1948. A year later they had a daughter who some 20+ years later I married in Los Angeles. My wife was born in Japan in 1949. Two years later the small family was in Germany and then, at the age of eight, she was back in Japan with her family, when her dad was transferred back to Japan, during the US occupation of the country.
They lived in Hiroshima.
From the "family blog":
My wife, Mayumi, said her moveable feast would have been when she was with her
family as a child in Japan. Her dad, US Army enlisted, was assigned to
Japan when my wife was eight years old; they were there for two years at
a small Army camp. My wife remembers that as the happiest time in her
mother's life. Her mother, Japanese, was a war bride after WWII, during
the Korean War, when she married my wife's Hispanic father. She was
Buddhist; he was Catholic.
While
in Japan, they lived in the nicest house they had ever lived in (one
needs to remember my father-in-law's enlisted rank in the US Army at
that time) -- a two-story duplex.
Her mother would take the both of them
to get their hair and nails done at the local beauty shop. They had a
maid, Todosan who always burned the pancakes which my mother loved:
crispy, "burned" pancakes. My wife remembers taking walks along the
"water" which she thinks was the ocean (or more accurately the harbor),
because of the cliffs, and not a river.
The general area of Kure, southeast of Hiroshima:
My
wife remembers Camp Kure being in the Japanese town of Nijimura but yet
one cannot find it on the map. In addition, there are very few google
hits regarding the city of Nijimura, but it does exist. It appears to have been swallowed up by Kure.
At wiki: Kure was the home base of the largest battleship ever built, the Yamato.
One of the bases of the Japan Maritime Self-Defense Force (JMSDF) is
still located there, its former center became the JMSDF Regional Kure
District. While there is a hospital as a building of the Marine Self
Defense Force, there are Escort Flotilla (Destroyers), Submarine
Flotilla and the Training Squadron in the Kure District. A museum with a
1:10 scale model of the Yamato is located in the city.
They lived in Japan for two years before being transferred back to the United States.
My wife's family photo from 1917:
The Yamato was a Japanese battleship, and the lead ship of her class, built during World War II. She was the heaviest and most powerfully armed battleship ever constructed. Despite her size and firepower, she was ultimately sunk by American aircraft during the Battle of Okinawa.
I am
inappropriately exuberant about the Bakken and I am often well out front
of my headlights. I am often appropriately accused of hyperbole when it
comes to the Bakken.
I am inappropriately exuberant about the US economy and the US market.
I am also inappropriately exuberant about all things Apple.
See disclaimer. This is not an investment site.
Disclaimer:
this is not an investment site. Do not make any investment, financial,
job, career, travel, or relationship decisions based on what you read
here or think you may have read here. All my posts are done quickly:
there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
If anything on any of my
posts is important to you, go to the source. If/when I find
typographical / content errors, I will correct them.
Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
I am also inappropriately exuberant about all things Apple.
And
now, Nvidia, also. I am also inappropriately exuberant about all things
Nvidia. Nvidia is a metonym for AI and/or the sixth industrial
revolution.
I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
This week's poolside book: The Immortal Game: A History of Chess or How 32 Carved Pieces On A Board Illuminated Our Understanding of War, Art, Science, and the Human Brain; David Shenk, c. 2006.
*************************** The Movie Page
In the past 24 hours, I am now watching Casablanca for the third time.
So, I was curious.
ChatGPT prompt:
I'm curious, there is no correct answer. But "at the end of the day," as they say, which, in your opinion, is the better movie, "Casablanca" or "Citizen Kane"?
Yes, two different genres, but Friday night, what would you rather watch again? And, just to make it a bit tougher, so it's not binary, "Tinker, Tailor, Soldier, Spy."
Of the three which would you recommend for this Friday night for someone who loves all three movies and has seen all three several times.
ChatGPT reply: a long note, and bottom line -- Casablanca.
Not long ago, several large-scale carbon-capture projects had plenty of
momentum, fueled by a push toward decarbonization and expanded federal
tax credits. But while progress on many projects has slowed as they
faced a host of problems, Tallgrass’s plan to convert its Trailblazer
pipeline from natural gas service to carbon dioxide (CO2) has
had a comparatively smooth ride, thanks in large part to an engagement
strategy that has allowed it to navigate the trickiest potential
complication — local opposition. In today’s RBN blog, we review
Trailblazer’s conversion, examine why Tallgrass’s strategy has succeeded
where similar projects have failed, and look at what happens next.
Let’s
start at the beginning. Tallgrass Energy unveiled plans to convert its
Trailblazer pipeline (pink line in Figure 1 below) from natural gas to
CO2 back in May 2022. The backbone of the plan is an agreement to capture CO2
from an Archer Daniels Midland (ADM) corn-processing complex (red star)
in Columbus, NE, and transport it to Tallgrass’s planned Eastern
Wyoming Sequestration Hub (orange dot) for permanent underground storage
(see Two Birds, One Stone), while also allowing for connections to other ethanol plants in the region. (More on that in a bit.)
Tallgrass filed for Federal Energy Regulatory Commission (FERC)
approval to abandon 392 miles of Trailblazer gas pipeline to convert
that segment to CO2, proposing to preserve natural gas
service for Trailblazer’s firm shippers through a 15-year lease on
Rockies Express (REX; blue line), which runs parallel to Trailblazer
along its entire length. In what Tallgrass called a first for a
large-scale FERC abandonment proceeding, the filing faced no customer
opposition. FERC approved the abandonment in 2023. Today, interstate
natural gas transportation service previously provided to firm shippers
on Trailblazer has already been largely shifted to REX.
On the CO2 side, the repurposed Trailblazer pipeline,
which runs from Nebraska to Wyoming and cuts across a section of
northeast Colorado, is capable of transporting more than 10 million tons
per annum (MMtpa, 528 MMcf/d) of CO2 and is the first
pipeline conversion of its scale in the U.S. Now in the commissioning
phase, it’s expected to begin commercial operations by the end of 2025.
Figure 1. Trailblazer and Rockies Express Pipelines,
Archer Daniels Midland Corn-Processing Facility and Eastern Wyoming
Sequestration Hub. Source: RBN
