Curiosity creates competency

Discussions of books, research articles, indicators, and emerging technology companies.

You’re invited to give feedback and input.

Simon Kellner Simon Kellner

The High-Precision Light Patterning Process That Improves Each New iPhone Model

Each new iPhone model is marketed as being faster than its predecessor. The faster processing capabilities result from advances in material science manufacturing processes that build the iPhone’s “brain”, its chip. The System-on-a-Chip (SoC) is redesigned for each generation for better performance and efficiency…

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Simon Kellner Simon Kellner

The Ecosystem of Stablecoins

The volatility of most cryptocurrencies makes them unsuitable as a stable medium of exchange. The need for a stable intermediary digital asset was met by the emergence of stablecoins. These types of cryptocurrencies are designed to maintain a stable value by being pegged to fiat currencies, combining the advantages of blockchain technology with the financial stability necessary for real-world applications. Operating on blockchain networks, …

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Simon Kellner Simon Kellner

Key Player Allocates Additional $100 Billion Investment to U.S. Semiconductor Manufacturing Industry

For the last five decades, the global geopolitics have been shaped by access to energy resources such as oil and gas, as foundation for national wealth and power. In the coming decades, the access to advanced semiconductor technology is going to determine the world order and supremacy. The narrative is that the leading country in artificial intelligence will also dominated technological progress, …

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Simon Kellner Simon Kellner

Electroplating of copper for semiconductor package interconnects

As Moore’s Law reaches its physical limits in the front-end, transistor level, manufacturing, advances in chip performance rely more on back-end miniaturization, particularly in packaging. Advanced packaging technologies, such as 3D integrated circuits (ICs), enable higher component density, improved power performance, and enhanced input/output (I/O) signal transmission.

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Simon Kellner Simon Kellner

Diamond for the next generation of “cool” Artificial Intelligence

In 2019, I had the chance to visit a data center of NVIDIA in Santa Clara. While the packed and stacked computing equipment was impressive, what left an even deeper impression on me was the constant, chilly breeze from the air conditioning systems that was constantly blowing in my face. These cooling systems are crucial to prevent overheating, which can lead to equipment failures and reduced lifespan of critical components…

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Simon Kellner Simon Kellner

Aligning carbon nanotubes in high density for transistors

In a previous blog post, I explored the potential for scaling the physical gate length with individual carbon nanotube field-effect transistors (CNT FETs) down to 5 nm. Leaving fundamental research behind, I will discuss in this article the current progress in integrating CNTs into next-generation integrated circuits (ICs). Unfortunately, the fabrication of ICs based on individual CNT FETs is technologically not feasible yet, as CNT FETs …

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Simon Kellner Simon Kellner

Insights from TikTok data into the retail market interest for 2024

In my Manifesto, where I outlined my initial plans for developing a social interest indicator, I discussed how retail market participants interest can be quantified using social media data. Unlike „X“ (formerly Twitter), which primarily serves as a information platform for the broader crypto community, including developers and institutional investors, TikTok is a key platform for short-term real market participants…

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Simon Kellner Simon Kellner

Backtesting Indicator Strategies: Social Interest vs. Fear and Greed

This newly developed indicator (version 1) measures public interest in an asset such as BTC by tracking online engagement. Depending on public engagement with an asset, the indicator varies between 0 and 100. This range quantifies the social interest on a weekly basis from no interest (0) to everyone engaging with the topic online (100). The premise is that low public engagement corresponds to accumulation phases, …

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Simon Kellner Simon Kellner

Ben Cowen’s Social Risk Indicator: Strengths and Weaknesses

One of the main inspirations for creating my own social interest indicator was Ben Cowen’s Youtube Channel. He developed a Total Social Risk indicator and frequently refers to it in its market updates, with his most recent video called „Bitcoin Social Risk“. The premise is that high „social risk“ can help identify market cycle tops. Cowen defines social risk as a quantified retail interest, focusing user activity on…

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