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Packaging technology

3,124,209 просмотров • 11 месяцев назад •via X (Twitter)

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California’s new packaging law recently went into effect and farmers are saying they won’t be able to adapt and food will end up being wasted or spoiling The law is SB 54, ‘The Plastic Pollution Prevention and Packaging Producer Responsibility Act’ “Groceries in California are about to get more expensive, and in some cases, your favorite fresh produce may not be there at all. — For fresh produce, packaging isn't optional. Plastic helps keep food safe, fresh, and from going to waste — Look, we all want more sustainable packaging, but for everyday items like berries, bagged salads, ready-to-eat produce, there aren't real scalable alternatives yet. And it could take 5 to 10 years to get there, or longer” “So when mandates move faster than technology, prices go up, shelf life drops, and some products just won't pencil out” Here’s what the new law mandates, SB 54 Requires by 2032: - 25% reduction in single-use plastic packaging and food service ware by weight - 100% of single-use packaging and plastic food service ware must be recyclable or compostable. - 65% recycling rate for the remaining single-use plastic packaging Producers, brands, manufacturers must join a Producer Responsibility Organization and pay fees. This is including $500 million per year to a state fund for pollution mitigation and cleanup, totaling $5 billion over 10 years), and fund collection and recycling infrastructure

Wall Street Apes

141,952 просмотров • 2 месяцев назад

Jensen Huang just said the semiconductor industry needs to grow 5-10x over the next decade and he named the exact bottlenecks investors should be watching (Save this). His argument is that this isn't a normal cyclical boom that will bust like past chip cycles because it's driven by a structural shift, the world needs a whole new intelligence layer of infrastructure on top of energy, internet, and roads and that layer runs entirely on chips. Using WSTS's 2026 industry estimate of $1.5 trillion, a 5-10x expansion would put the semiconductor industry at roughly $7.5 trillion to $15 trillion within ten years. He specifically called out five areas that are already in shortage, memory, storage, optical interconnects, packaging, and TSMC foundry capacity, and said the whole industry is short because this is infrastructure demand, not seasonal demand. Here's who stands to benefit in each of those five bottlenecks he named. Memory and storage is the most direct beneficiary, since Micron is the only major US based DRAM and NAND producer and has been reporting surging prices tied to AI server demand while SK Hynix and Samsung, both foreign, dominate the high bandwidth memory that feeds directly into GPUs like Nvidia's. Optical interconnects benefits companies like Coherent and Lumentum which make the optical transceivers moving data between GPU clusters, alongside Credo Technology, which makes high speed interconnect chips for the same data movement problem inside AI clusters. Packaging is where Nvidia's own chips get bottlenecked, since advanced packaging capacity mostly sits with TSMC, but Amkor Technology and ASE Technology are the independent outsourced packaging players that pick up overflow demand when TSMC can't keep up. Chip equipment makers that supply the tools needed to actually build more capacity across all these bottlenecks also benefit, including ASML for lithography, and Lam Research, KLA Corporation and Applied Materials for etching, deposition, and inspection equipment, since a 5-10x industry expansion requires massive new fab buildout that all runs through these companies first. Milk Road Pro is tracking the entire supply chain bottlenecks, if you want our entire AI trades around this, you can come join us just for a dollar.

Milk Road AI

29,530 просмотров • 1 месяц назад