EU countries team up for semiconductor push
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Re: EU countries team up for semiconductor push
#372Earlier quoted context omitted.
So i wonder if "being overtaken" by China is a better way to phrase it then.
US is doing everything they can to kill semiconductor in China. US and Japan have most of the key tools, components necessary to design and fabricate semiconductor. After US announce the sanction on SMIC, the writing is on the wall for China's semiconductor industry. Just this week we saw huge rise in Taiwanese semiconductor companies's stocks price and huge drop in China's semiconductor companies's.
US tried to kill China's space industry. Look how it went.
Re: EU countries team up for semiconductor push
#373In kind of a similar vein, many years ago Germany decided to become kind of the silicon valley of optics and photonics (e.g., lasers and their ilk). While I don't think they are the dominant player today, they are certainly a force to be reckoned with, and they seem to have a developed a decent pipeline of ideas and people from university and government labs to a private sector that is probably subsidized. Granted, i…
> it suggests to me that a national program to strengthen an industry isn't guaranteed to be a failure "Isn't guaranteed to be a failure". Sorry, I struggle to interpret sentences like this. English isn't my first language. Please clarify? Are you saying that "it is not definitely a failure"? I can't figure out if it's the above, or if it is this: "won't necessary fail" More specifically, I'm not sure if the implicat…
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Re: EU countries team up for semiconductor push
#374Earlier quoted context omitted.
Europe has some successful international projects like CERN or Airbus. Besides, what are the other options? Europe is in this strange place where collectively account for enormous wealth and power but individually no country is a match to the big boys like USA/China when simultaneously are super unoptimised due to cultural/lingual differences. The younger Europeans I met were all very eager to learn English, so who k…
> Europe has some successful international projects like CERN or Airbus. Besides, what are the other options? If we have to go back to mentioning Airbus (1970) and CERN (1954) to find successful European projects, I think this show how big of a serious problem there is in Europe no!? P.S: a lot of the young in Europe are learning english because they want to get the f--- out the EU as soon as they can. I'm european a…
This is BS. English proficiency is very high in The Netherlands and Scandinavia, but people there are not lining up to emigrate.
According to you, who wants to leave and why?
P.S. Raising your kids in a British college? As in a school in Britain?
Re: EU countries team up for semiconductor push
#375Earlier quoted context omitted.
Europe has some successful international projects like CERN or Airbus. Besides, what are the other options? Europe is in this strange place where collectively account for enormous wealth and power but individually no country is a match to the big boys like USA/China when simultaneously are super unoptimised due to cultural/lingual differences. The younger Europeans I met were all very eager to learn English, so who k…
> Europe has some successful international projects like CERN or Airbus. Besides, what are the other options? If we have to go back to mentioning Airbus (1970) and CERN (1954) to find successful European projects, I think this show how big of a serious problem there is in Europe no!? P.S: a lot of the young in Europe are learning english because they want to get the f--- out the EU as soon as they can. I'm european a…
Yeah, probably should've learned Mandarin then. North America doesn't look all that appealing nowadays.
Re: EU countries team up for semiconductor push
#376Earlier quoted context omitted.
I'm only half kidding when I say Apple doesn't consider themselves a US company. They consider them Apple. It's not like they are cooperative like US automakers, and they have done China's will.
China CCP is a snake. Get in bed with them and they will bite you one day. It is just their nature. Apple will learn one day.
If you look at Apple's apple, you will notice that it is already bitten. It was not the snake, but Eve.
Re: EU countries team up for semiconductor push
#377[deleted]
Re: EU countries team up for semiconductor push
#378Earlier quoted context omitted.
> the consensus seems to be that Intel tried to pile up too many new improvements, which backfired. TSMC took a more incremental and safe approach Can you point to some industry literature that explains this? If this is true, it is a lot more surprising that Intel is talking about going fabless. You build a lot of expertise by rolling the dice on new techniques that don't pan out on the first iteration. People wouldn…
The consensus on HN (search for Intel 7nm, cobalt, ...). It's all speculation at this point. I doubt that Intel would publish details on their processes and its defects so soon. Intel buying some TSMC capacity does not mean it is going fabless. Nor does it mean Intel is abandoning being vertically integrated. I like your Boeing remark. It's better to fail at doing something aggressive than to fail to innovate.
According to Semiaccurate the new Contact Over Active Gate (COAG) feature ended up causing just as many problems as moving to cobalt.
The original article is here:
https://www.semiaccurate.com/2018/08/02/intel-guts-10nm-to-g...
It's paywalled but Charlie later published something else referring to that article as talking about COAG problems so I don't feel bad sharing the info at this point.
https://semiaccurate.com/2020/08/13/intel-talks-about-10nm-s...
Re: EU countries team up for semiconductor push
#379This is a great decision! I never understood why Europe under-invested in semi considering the talents they have and the strategic nature of it. Intel is dying a slow death, ARM is leaving UK's control, and TSMC is slowly taken over by China. The tables are turning.
Most competitive chips in the world are produced by machines made in the Netherlands at ASMI/ASML The US companies do what they do best: innovate business models and find ways to vendor lock in and own the market. But who's been doing all the research keeping moore's law alive? Lithography? For a country as small as the Netherlands, you can wonder if we could afford from a geopolitical point of view to be producing a…
> For a country as small as the Netherlands, you can wonder if we could afford from a geopolitical point of view to be producing all the world's chips (answer: no, it would force other place to invest highly in competition out of strategic interest).
I used to work for a semiconductor equipment manufacturer a long while back so am familiar with that industry. ASML works on just lithography but there are dozens of other processes needed to manufacture semiconductors. The biggest of those in market share are the US companies Applied Materials and Lam Research. They make a quite a few of those machines. So ASML is an important part but not the only part.
https://en.wikipedia.org/wiki/Semiconductor_equipment_sales_...
Re: EU countries team up for semiconductor push
#380This is a great decision! I never understood why Europe under-invested in semi considering the talents they have and the strategic nature of it. Intel is dying a slow death, ARM is leaving UK's control, and TSMC is slowly taken over by China. The tables are turning.
Most competitive chips in the world are produced by machines made in the Netherlands at ASMI/ASML The US companies do what they do best: innovate business models and find ways to vendor lock in and own the market. But who's been doing all the research keeping moore's law alive? Lithography? For a country as small as the Netherlands, you can wonder if we could afford from a geopolitical point of view to be producing a…
> Most competitive chips in the world are produced by machines made in the Netherlands at ASMI/ASML
FYI, a LOT of the critical components in ASML come from the US. There's no one country that can make the latest tech end-to-end relying on it's self. China seems to be trying, but it'll be inefficient.