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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

#151

Post by adventured »

erichocean wrote: post #59
ren_engineer wrote: post #47

Earlier quoted context omitted.

ASML will matter for decades unless a competitor surpasses them. US is already blocking them from exporting to China https://www.wsj.com/articles/china-wants-a-chip-machine-from... the company is probably as important as TSMC in terms of geopolitics now

> US is already blocking them from exporting to China Which works until China invades Taiwan. Then what?

Then TSMC's intellectual property becomes public property. An effort immediately begins to clone anything relevant.

Apple, Samsung, Intel, AMD, Texas Instruments, Nvidia, ASML, IBM, and so on. All are now welcome to take TSMC's intellectual property and use it in any way they see fit.

It'll be a spectacular race, and those companies have the resources to pursue it properly.

The same goes for all intellectual property in Taiwan. It all immediately becomes public property, free for anyone to utilize.

Who says? The US Government does, and the Europeans will likely agree. It'll usher in an epic confrontation politically and economically with China. The world will - practically overnight - split into two major factions, as with the Cold War.

Any people inside TSMC that are able to escape, or that are already in the US/Europe/etc, go to work helping the US and its allies to clone TSMC's technology. That includes spending the required sums to build fabs to accomodate that outcome. It'll be relatively easy for TSMC insiders to dump all relevant company trade secrets over to the US and its allies, which would be guaranteed to occur.

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#152

Post by fake-name »

as1mov wrote: post #53
hollerith wrote: post #38

Earlier quoted context omitted.

I didn't need to log in: I got the rest of the thread by following the link "see rest of this thread". That link though is easy to miss, what with being somewhere mid-page and being surrounded by elements that are visually much louder, and I, too, wish that no one here would submit or upvote links to Twitter.

Twitter seems to be doing some kind of A/B testing. Clicking the "See rest of this thread", pops up a login window, which on being closed takes you back to the initial page.

I was seeing that a day ago too, and it's gone now. They're definitely testing something, and it's garbage.

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#153

Post by dvdgsng »

mark_mart wrote: post #136
burntoutfire wrote: post #82

Earlier quoted context omitted.

Some of the jobs look pretty cool, can you share what is the salary range to be expected? The website is silent about that, which in Europe almost always means underwhelming numbers.

I am a contractor who works for them, but have lots of friends working as direct employee. (Netherlands, software engineer mostly) They pay you 12+1 salaries (1=you get half of your salary as bonus 2 times per year, as vacation bonus). You get 40 days of vacation (Netherlands has 25 days of vacation standard, %99 of companies)so people are very relaxed. ASML is able relocate you from another country, moving all your…

Do you know if they offer remote jobs?

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#154

Post by mypalmike »

brailsafe wrote: post #147
teekert wrote: post #125

Earlier quoted context omitted.

I applied there, they asked me what I would do if there was too much work for the week. Of course I answered I would just work nights, np. No, they said: Go to your team lead tell her/him you can do one thing and discuss what to choose. They don’t want people getting burned out, they are too important. I liked that.

> Of course I answered I would just work nights Was this intended as a joke or would you really work nights just because there was too much work?

In most interview situations, the interviewer is looking for someone who will "go the distance" to deliver no matter what, i.e. someone who will work nights

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#155

Post by mypalmike »

11thEarlOfMar wrote: post #121
analyst74 wrote: post #113

Earlier quoted context omitted.

> US is already blocking them from exporting to China This might actually be a good thing for China. In a "necessity is the root of invention" kinda way. Ultimately this might be good to the world too, competition is generally a good thing.

This is true in general. In this case, however, there are no efforts I am aware of in the industry that can catch them. Their technological lead is so great, in so many subsystem and science areas, it's likely they will be defacto monopoly in this space for 20 years.

China undertakes long term projects with big payoffs. Twenty years isn't necessarily the huge obstacle it seems in the grand scheme of things.

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#156

Post by seedless-sensat »

hollerith wrote: post #38
seedless-sensat wrote: post #8

Earlier quoted context omitted.

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.

I didn't need to log in: I got the rest of the thread by following the link "see rest of this thread". That link though is easy to miss, what with being somewhere mid-page and being surrounded by elements that are visually much louder, and I, too, wish that no one here would submit or upvote links to Twitter.

I did find the link, but was blocked by a login popup. It must be an A/B test.

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#157

Post by ren_engineer »

analyst74 wrote: post #144
ren_engineer wrote: post #129

Earlier quoted context omitted.

China flat out bribing, kidnapping or blackmailing ASML employees seems perfectly viable. Or sneaking operatives into ASML to steal trade secrets. China is the best in the world at this and they now have huge incentive to try even harder

I wouldn't consider higher wage for engineers and scientists the same as bribing. I mean, one of silicone valleys key strength is the ability for companies to poach from competitors in order to catch up, this cross pollination of ideas is both beneficial to the industry AND individuals.

bribing isn't paying higher wages, it would be paying a huge amount of money for somebody to stay at ASML as a spy and giving you crucial information for money

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#158

Post by vimy »

another_story wrote: post #118
erichocean wrote: post #59

Earlier quoted context omitted.

> US is already blocking them from exporting to China Which works until China invades Taiwan. Then what?

Then what? Probably a fight that will result in one of the greatest blows to the global economy ever, as well as the collapse of China as we know it today. The Taiwanese will destroy all the fabs before China can take them. We already have a chip shortage, can you imagine what it will be like to cut current supplies by another 40-50%? The resulting sanctions alone would cripple China. Hence, status quo will remain, a…

I’m not sure the status quo will remain. The Chinese respond very emotional whenever Taiwan gets mentioned. Don’t bank too much on China acting rational.

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#159

Post by lubos »

cbozeman wrote: post #140
erichocean wrote: post #59

Earlier quoted context omitted.

> US is already blocking them from exporting to China Which works until China invades Taiwan. Then what?

Then what? That isn't hard to figure out. If China invades Taiwan before enough TSMC plants are built in America to meet American, and by extension - Western - demand for electronics, then it's war. Period, end of story. There is no fucking way in any timeline in any alternate universe that Western electronics companies can allow China to put their businesses on hold, because it isn't just a bunch of AMD and Qualcomm…

Hold your horses. TSMC is cutting edge. They got ahead only in the past 3-4 years.

Car/appliance manufacturers do not use their cutting edge chips. The biggest use-case for these chips are new iPhones and iPads. Nothing critical.

Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors

#160

Post by Marciplan »

Avalaxy wrote: post #141
saddlerustle wrote: post #103

Earlier quoted context omitted.

Optiver hires in Amsterdam with comparable compensation to top US companies.

Unrelated to this thread, but I always found 'optiver' such a weird name for a Dutch company. Sounds to me like "optiefer". "Optiefen" is a Dutch way of saying "fuck off".

A Dutch person wouldn’t be “able” to read Optiver in a Dutch way, though :p
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