ASML, a $300B Dutch firm, makes the machines that make semiconductors
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Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#2Shame seeing Twitter going the way of pinterest.
I’ll assume the rest of the thread is just as informative.
Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#3Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#4Seems like quite a risk to only have one company provide these machines.
Semiconductor companies seem to follow the same trend, the major contributing factor seems to be the patent portfolio needed to secure cross-licensing deals.
It looks like patents are actively preventing new companies in the semiconductor business.
Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#5Seems like quite a risk to only have one company provide these machines. Semiconductor companies seem to follow the same trend, the major contributing factor seems to be the patent portfolio needed to secure cross-licensing deals. It looks like patents are actively preventing new companies in the semiconductor business.
I think the extreme cost and risk to enter the business is the key issue.
Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#6Seems like quite a risk to only have one company provide these machines. Semiconductor companies seem to follow the same trend, the major contributing factor seems to be the patent portfolio needed to secure cross-licensing deals. It looks like patents are actively preventing new companies in the semiconductor business.
That, and upfront investment costs. Very few companies have a few spare billion to pour into setting up the infrastructure, plus deal with resource deals, regulations, politics etc.. I'm pretty sure that a lot of countries would prefer to be a bit more independent on the semiconductor side, but getting up and running is hard.
> It looks like patents are actively preventing new companies in the semiconductor business.
As far as I know, the really deep technology on the CPUs is actually not patented - it would be nearly impossible to reverse engineer or proof an infringement, but you'd need to reveal your methodology to file the patent in the first place.
Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#7Shame seeing Twitter going the way of pinterest. I’ll assume the rest of the thread is just as informative.
I genuinely dont understand this comment - twitter is already pretty noisy - why would it "go in the way of pinterest"?
Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#8Shame seeing Twitter going the way of pinterest. I’ll assume the rest of the thread is just as informative.
I genuinely dont understand this comment - twitter is already pretty noisy - why would it "go in the way of pinterest"?
You need to login to show the whole thread. I hit the same wall. Twitter was already a terrible medium for these kinds of posts, now it just got worse.
Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#9Shame seeing Twitter going the way of pinterest. I’ll assume the rest of the thread is just as informative.
If you open the link you click in a new tab, you can get past it.
Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#10Earlier quoted context omitted.
I genuinely dont understand this comment - twitter is already pretty noisy - why would it "go in the way of pinterest"?
You need to login to show the whole thread. I hit the same wall. Twitter was already a terrible medium for these kinds of posts, now it just got worse.
Ah, thank you that makes more sense.