You may recall that I use Twitter in an ephemeral way. I use Tweepy to cleanup
after I get my ideas tweeted
that might survive being added in an issue of my newsletter
and then (maybe one day) on my blog
Recently, Techmeme linked to coverage of chipmaker spend reaching $152B which is a +30% Y/Y increase. So, I looked back to 2011 supply chain for hard disk drives (HDD) and contrast this to the supply chain stories around semiconductors.