【Market Commentary】Given the product diversification and new solution such as embedded HBM CPU, TrendForce observes the mass production of Intel's new generation, Eagle Stream, will start in 2Q22, which is later than market expectation of 4Q21.
However, according to our ODM survey, we observe that there're a few QS in 4Q21, followed by few shipments to specific customers in 1Q22. In other words, the shipment pattern is similar to Whitley, and we don't view it as a serious delay. Besides, due to its negligible orders at 5nm technology node, we expect AMD Genoa to enter into mass production in 2Q22, similar to Intel's Eagle Stream.
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serious delay 在 拿督雷智雄博士 Dato' Tony Looi Chee Hong Facebook 的最佳解答
🔥🔥 10 Points in Response to the Prime Minister's "Recovery Plan". Window Dressing Is Not Going To Cut It This Time | Industries Unite
(1) The fact that we have a one-pager after enduring the pandemic for 15months, speaks volumes of the perceived indecisiveness, inefficiency and lack of a cohesive idea on the part of the Government on how and when we are going to come out of this. Contain the pandemic and have a structured economic recovery.. There are too many if's and variables in play for the plan to actually spur the confidence of the #Rakyat.
(2) Weren't we at these levels last year? Unless we have a clear and defined path forward the idea that we will come out of this in September or October 2021, is not convincing; amongst others as the whole plan is entirely based on the accuracy of purported numbers of infected persons and the availability of vaccinations on time. Many analysts have openly stated serious doubts on this.
(3) There are serious doubts about the absolute numbers that the government is resting the substratum of the 'Recovery Plan' on. Limited and variable testing numbers and testings may mean that there are flaws in the absolute numbers being relied upon here. This appears to be supported by the Code-Blue stats.
(4) Where is the tracking data on clusters and contact tracing?
Without this, we are fighting with eyes closed. In any case, most of the cases appear to be asymptomatic, so are the numbers correct?
(5) What if this doesn't work? We simply cannot afford to get it wrong now, the fear is that the projection put forward by you, is not based on any data that has been made available to be scrutinised and verified. Just a blanket wish-list. With the current numbers of new cases and the projection of average positivity rate. With the data, We will be able to see the real numbers (projected forecast) and tabulate a much more concrete plan. However, is the government not doing this because as the numbers are bad? These are serious questions that we have.
(6) Increasing the capacity to vaccinate should be the priority moving forward. Delay and bureaucracy are issues ignored here. Private practitioners who have been inoculating children and adults for decades are not being fully mobilised , these private practitioners, who are by law allowed to vaccinate the public are frustrated by the process of having to register and by trained by a private company #ProtectHealth. The Government's refusal to fully utilise the existing infrastructure of the many #Klinik #Kesihatan and government hospital out-patient facilities, preferring them to mega #PPVs is not optimising the capacity to vaccinate. They have not taken into account that many people especially in the rural areas do not have smart phones or connectivity, yet we insist on deployment of a RM70 million application that has shown itself to crash twice! A manual system was used to great effect in the USA and UK to great effect in simplifying the process and increasing capacity.
(7) The idea of employers being allowed to pay to vaccinate raises the question of allocation of vaccines and a two class system of vaccination process.
(8 ) There is no indication of how and when the vaccination are going to be distributed to the states. Why are we not involving the individual state health apparatus. Surely, they are already set up and are better positioned to roll it out .
(9) Where are the dollars and cents in numbers, in-terms of assistance and Aid to the #public and #businesses to stabilise their economic position for the duration that there are restrictions on movement (#FMCO). Where is the Plan B, in case the targets as stated are not met? What is the plan? Can the government be sure?
(10) Surely a recovery plan should include a plan for Economic Recovery over at least 3 years. If there is One, Where is it?
(11) Do we have an adequate safety net for the public? There is no indication of when people will get back jobs and when, businesses will get back to normal. One cannot assume economically everything will be ok, once we reach October 2021.
It will take many months thereafter to get back to employability and profitability. So whats the plan for that? What are the projections? What are the solutions? What is the plan ?
WE SIMPLY CANNOT AFRORD TO GET THIS WRONG THIS TIME.
PEOPLE ARE DYING. BUSINESSES ARE FOLDING. WE NEED MORE.
Dato' David Gurupatham
Datuk Irwin SW Cheong
On-behalf of #IndustriesUnite.
#OneVoice #kitajagakita #ManaPelan #JabatanPerdanaMenteri #RecoveryPlan #MOFMalaysia #KementerianKewanganMalaysia #KKM #covid19 #PKP3 #MCO3 #RintihanRakyat
serious delay 在 媽媽監督核電廠聯盟 Facebook 的最讚貼文
Radiation levels at Fukushima plant far worse than was thought(12/30/2020 The Asahi Shimbun日本朝日新聞)
最新測量解果顯示,日本福島一號核電廠受損反應爐的廠房放射性輻射濃度遠比原先估計的來得更高,工作人員只要在接近反應爐附近區域待一個小時,就會立即致命!原本預期在今年展開的反應爐廢爐清汙除役作業再度向後延遲。
日本朝日新聞專題報導指出,最新的現場輻射濃度測量解果顯示,福島一號核電廠因發生氫爆導致核燃料熔燬而嚴重毀損的2號及3號反應爐所在的核島區環境中的放射性輻射濃度,即便是在核災發生十年之後,依舊高得驚人,輻射濃度甚至遠比原先估算的還要高出許多,人類只要在鄰近反應爐廠房的附近區域待超過一個小時,就會立即喪命。
福島核災十年了, 福島核電廠2,3號機輻射遠高過預期, 人員難以接近,即便是使用機械手臂也因超高的輻射線影響,使得機械工具的使用壽命異常短暫,根本無法正常作業,想要拆除反應爐並清除廠房內的高放射性污染廢棄物以及融化的核燃料棒殘渣,比原先預測的來得困難太多。
日本政府的原子力規制委員會(Nuclear Regulation Authority (NRA) )指出最新量測到的反應爐廢墟周遭存在的超高濃度放射性輻射線對於福島一號核電廠廠區整體的除役以及除污復原工作造成“極端嚴重的挑戰”。
日本政府的原子力規制委員會(Nuclear Regulation Authority (NRA) )指出在如此巨量的放射性輻射污染環境到附近待超過一個小時,人類就會因接觸過量輻射而致死,因此日本原子力規制委員會認為反應爐廢墟現場的實際狀況比早先擬定的除役清污計畫所想訂的還要還要艱困許多,因此原先擬定的廢爐除役清污計畫勢將需要重新評估重擬。
基於最新測得的環境輻射濃度測量結果,以及廢爐除汙機械設備開發的進度比原先預估的時程發生延誤,日本東京電力在去年(2020)12月24 日宣布原先預定要在今年(2021)展開的反應爐廢墟清除熔燬的核燃料棒殘骸、碎片的除汙工程,將再度順延到2022年甚至更晚的時程。
Radiation levels at Fukushima plant far worse than was thought(12/30/2020 The Asahi Shimbun日本朝日新聞)
(By NORIHIKO KUWABARA/ Staff Writer)Exceedingly high radiation levels found inside crippled reactor buildings at the Fukushima No. 1 nuclear plant were labeled by nuclear regulators as an “extremely serious” challenge to the shutdown process and overall decommissioning of the site.
The Nuclear Regulation Authority (NRA) said a huge amount of radioactive materials apparently had attached to shield plugs of the containment vessels in the No. 2 and No. 3 reactors.
Radiation levels were estimated at 10 sieverts per hour, a lethal dose for anyone who spends even an hour in the vicinity, according to experts.
The finding would make it exceptionally difficult for workers to move the shield plugs, raising the prospect that the plan to decommission the reactors will have to be reassessed.
Toyoshi Fuketa, chairman of the NRA, noted that removing the highly contaminated shield plugs added to the enormous difficulty of retrieving nuclear fuel debris, the most daunting part of the decommissioning process.
“It appears that nuclear debris lies at an elevated place,” he said at a news conference earlier this month. “This will have a huge impact on the whole process of decommissioning work.”
A shield plug, made of reinforced concrete, is circular in shape and measures about 12 meters in diameter.
It has a triple-layer structure, with each layer about 60 centimeters thick. It is placed above the containment vessel like a lid on the top floor of a reactor building.
The shield plug blocks radiation from the reactor core at normal times.
When nuclear fuels need to be replaced, workers remove a shield plug to gain access to the interior of the containment vessel.
In a study that resumed in September after about a five-year hiatus, the NRA carried out fresh measurements of radiation levels in the vicinity of the shield plugs of the No. 2 and No. 3 reactors.
The study was undertaken following investigations by Tokyo Electric Power Co., operator of the plant, and other entities, which had shown extraordinary levels of radiations there.
The NRA’s study found that the amount of radioactive cesium 137 was estimated at 20-40 petabecquerels between the space between the top and middle layers of the shied plug of the No. 2 reactor.
That works out to more than 10 sieverts per hour based on readings of radiation levels nearby. Radiation at such levels can kill a person if they are exposed for an hour, according to experts.
The estimated figure was 30 petabecquerels for the No. 3 reactor.
In the triple meltdown triggered by the 2011 earthquake and tsunami disaster, the shield plug of the No. 1 reactor slipped out of place and was damaged by a hydrogen explosion that occurred at the reactor building.
As larger amounts of cesium 137 leaked from the No. 1 reactor through the damaged plug, the amount of the radioactive material attached to its shield plug was estimated at 0.16 petabecquerels, considerably lower than for the No. 2 and No. 3 reactors.
In contrast, the shield plugs for the No. 2 and No. 3 reactors remained relatively unscathed, blocking a huge amount of radioactive substances that leaked from their containment vessels from escaping into the atmosphere, according to the NRA.
TEPCO announced Dec. 24 that the removal of nuclear fuel debris will be postponed to 2022 or later, rather than the initially scheduled 2021, due to a delay in the development of equipment to carry out the work.
完整內容請見:
Radiation levels at Fukushima plant far worse than was thought(12/30/2020 The Asahi Shimbun日本朝日新聞)
http://www.asahi.com/ajw/articles/14071742
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