MEMS

That's okay.

Right? So step one is You need to understand if you're in these programs, you're going to have either a MEMS implant, which are military implants.

It's spelled M-E-M-S.

Okay.

MEMS.

These are run by the Pentagon.

You cannot convince me that you're going to be in these very expensive programs.

Why? Because that's money.

Uh, this mode results in suppressed far field radiation and significant local field enhancement, which is vital for high-efficiency transmissive devices.

So if we were to just make a very crude analogy and we were able to engineer these as either MEMS, micro-electromechanical devices, or nano scale, you know, essentially they're trying to do the same thing inside the human body.

So it would be like a nano-sized vacuum tube, uh, in a very crude analogy.

Very, very crude analogy, but that's, uh, will suffice for now.

There's a table on here that tells you, maybe right here.

So here's some different techniques used.

MEMS, M-E-M-S, that means microelectromechanical system, but sometimes it might be nano, so it might be NEMS with an N. Here's MEMS versus microelectronics.

Indeed, yes, indeed.

A review of human augmentation and individual combat capability.

See, again, it's focusing on MEMS technology, which is micro electromagnetic sensors.

This is smart dust.

Go listen to my smart dust episode.

It's actually really clever engineering.

iPhones contain a component called a MEMS barometer microelectromechanical systems.

Okay.

It is an incredibly sensitive sensor designed to measure atmospheric pressure so as you increase your elevation even by just a few feet, the ambient air pressure drops slightly.

And that is the bedrock of the American legal system.

Yep.

You can have the world's leading celebrate forensic analyst explaining atmospheric pressure and MEMS barometers -

Right

but then the mechanisms return.

They're back now in your smartwatches, in your step counters, in the form of what are called microelectromechanical systems, or MEMS.

And the technology of MEMS, that's what makes things like microscope gyroscopes that track your steps possible.

And I'm wondering if that means that there was that period of time, let's just kind of say 1980s through 2000s, when the single IC wristwatch would have been much more prevalent.

Is that just a tiny blip on the radar? We came from decades of machinery-heavy watches, and in a different form, in the form of sensors and gyroscopes and stuff like that, we're heading right back to mechanical, different types of mechanisms, but still mechanical-style watches.

We do need to find some winners.

And this year's MEMS, it's a cracker, isn't it? Like, you look at sort of the angles to the race, how the race could work out.

It's probably been one of my, you know, we haven't had much to preview in terms of the quality of racing, maybe in the last six months or three months or so.

But it's probably one of my favourite races to sort of just really dive into from a form analyst point of view because there's so many angles.

And Salkham won a place in the Melbourne Cup.

And you've got the golden ticket winner from the Andrew Ramsden, Zakuma, kicking off.

Yep, so if you were looking that way, I'm a bit older than you boys, but fondly remember Rubaton winning the MEMS in 1987.

See,

I did everything from design to process development to modeling to PDK development and RF characterization.

So I spent a lot of time building a lot of RF technologies, a lot of MEMS technologies while I was working there.

About seven, eight years later, I joined GlobalFoundries and I joined GlobalFoundries about 15 years back when GlobalFoundries was just formed.

So I had the privilege of watching GlobalFoundries grow from what would be considered to be a large startup to a very flourishing public company today.

It's definitely real.

Smaller than a grain of salt, smart dust refers to wireless networks of microelectromechanical systems, MEMS, that autonomously sense, collect, and transmit data from their surroundings.

On the scientific radar since the late 1990s, although we didn't really hear about this stuff until about a decade and a half to two decades ago, or really, I mean, it wasn't a big mainstream thing until about 10 years ago, SmartDust is no longer science fiction.

It's here.

So let's ask an LLM to pull up gross margins for all three revenue segments for Knowles, and it quickly becomes clear.

Indeed, this division, Consumer MEMS Microphones, or CMM, has seen declining profitability.

This immediately makes me wonder, I wonder what sort of price Cintiq paid for that.

Well, they tell us they paid $114 million to acquire a $256 million revenue business.

So it's pretty darn important that they start selling lots of NDPs, right? And that they distinguish these engineering engagements from hardware sales.

Now we go back to page 92.

We're told that the increase in their only segment that grew, which was digital sensors, was primarily due to higher volumes of these digital MEMS microphones, right? It makes sense.

And they say that was partially offset by a decline in average selling price or ASPs.

Tayenug Murgish was the words he used.

Remember the Mem, Mamakim, two Mems.

Emek, and there was Emek, Sheba Emek.

so this is the mem in the footnote he says the mem ha'al of the first mem from the depths of the heart That means the that's he doesn't say those words right here, but that's clearly what he's referring to.