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ASML reports fire at its Berlin factory

reuters.com

211–220 of 319 posts

Re: ASML reports fire at its Berlin factory

#211

Earlier quoted context omitted.

Xi has been cracking down a lot on "soft tech". Hardware tech has never been anywhere close to liberal even in Shenzhen, where all levels of government always had massive levels of investment and involvement in the industry.

Could you define soft tech in this context?

Software, digital services, as opposed to technology pertaining to hardware.

Re: ASML reports fire at its Berlin factory

#212

Earlier quoted context omitted.

Kind of the reverse of mercury; elemental mercury is relatively non-toxic, but it seems like almost all mercury compounds are nasty. [edit] Chronic exposure to small amounts or acute exposure to large amounts of mercury vapor is toxic; it's just that most compounds are worse.

Beats breathing fluorine!

Give a man fluoride toothpaste and he'll have good breath for a month. Give him fluorine gas and he'll have good breath for the rest of his life.

Re: ASML reports fire at its Berlin factory

#213

Earlier quoted context omitted.

I've seen some interesting positions from ASML but like many Dutch companies they seem to be office/lab centric. Do you know of any software teams within ASML that are remote friendly?

Most semiconductor/electronics companies are not at all remote friendly, in the way you'd imagine, since, like you said, their core business is lab centered and focused on selling products you have to physically interact with, unlike the pure SW industry. Some are however, remote friendly in the way that they do offer WFH options, but that means you live around the office/HQ for legal and security reasons and can WFH…

Morale also suffered because of the push to implement Scaled Agile (SAFe) in the software teams.

Re: ASML reports fire at its Berlin factory

#214
post #207
post #194

Earlier quoted context omitted.

Yeah, that's not just in SV. Here in The Netherlands, you might have a neighbor who hosts illegal fireworks in their apartment/house. Some of that (e.g. 'cobra') is akin to having explosives. Which is illegal to have in your house, due to the safety concerns for other people.

Is this in any particular way specific to The Netherlands? Sounds like it could happen anywhere?

It’s like the Prohibition era. The Netherlands have always tried to control fireworks much more rigidly than the surrounding countries, and now have prohibited fireworks completely under the guise of COVID.

There is still a big market for it though. The obvious and predictable result is that the stockpiles don’t end up in a bunker but in peoples homes and consist of ever stronger and more dangerous items.

Re: ASML reports fire at its Berlin factory

#215
post #177
post #62

Like water, food, and electricity, electronics have become an integral part of life. Every single country that can afford to bootstrap their own semiconductor manufacturing infrastructure should be scrambling to do so. This infrastructure doesn't have to be cutting edge. Even 90s-era tech should be enough to cover a country's basic needs in case of a global collapse or shortage. It's insane for humanity to continue p…

Most countries have 90s-era fabs [1]. That is not rocket science. But EUV is. And all new processors depend on it. 1. https://en.wikipedia.org/wiki/List_of_semiconductor_fabricat...

Related: The Extreme Engineering of ASML’s EUV Light Source (Asianometry video from a week ago)

https://www.youtube.com/watch?v=5Ge2RcvDlgw

Re: ASML reports fire at its Berlin factory

#216
post #124

Earlier quoted context omitted.

Many companies sent their blueprints to China and asked them to find a cheaper way to build it, and so they did. The exclusivity guarantees must have been lost in translation.

Many ? Like who ? A secret stolen that way with company permission to stole and not just to a temporary permission to use the blueprint IMHO never happened and if happened has been a micro tiny fraction of stolen secrets ie by acquisitions, price dumping , expats coming back after having worked years in key jobs and then going in china to do a job where they can use what they learned without the restrictions of weste…

I didn't mean clandestinely, I meant that western companies choose to have their product produced in China, and are surprised when the product is sold without their label attached to it. I guess it is the media pirate in me quibbling over the definition of "stole", yes, as far as intellectual property goes, the Chinese have 'stolen' the goods, but I can only speculate that the vast majority of the time they did not have to sneak into an office in the middle of the night, instead the IP was handed to them with a "please don't make copies outside of this commission, or I'll tell the US government you stole." Without enforcement, there's no such thing as private property. Western companies should have kept their secrets secret.

Re: ASML reports fire at its Berlin factory

#217

I work in the industry and have worked in a fab. Here is some insight. We are taught that fabs are not treated as factories but as hazardous chemical storage plants. On top of that, we work with high pressure and high power systems. Fires have accounted for the most damage to fabs over the years; however, this situation is different. The site is not a fab, it is a ASML manufacturing plant. This plant does not produce…

> Downstream effects of this fire will reduce the uptime of the machines and the delivery of promised machines to our customers. Given that it is the factory acquired from Berlin Glas in 2020, surely its capacity would only "just" be coming online at ASML and they have pre-existing capacity elsewhere ?

It sounds like Berlin Glas was already supplying these components to ASML and ASML just decided to buy them out.

Re: ASML reports fire at its Berlin factory

#219
At a broader level, this accident again shows how vulnerable the semiconductor supply chain is, and it's not just because of geopolitics. I like the analogy by Willy Shih at HBS - "semiconductor supply chain is like a transcontinental relay race with hidden hurdles".

Re: ASML reports fire at its Berlin factory

#220

I work in the industry and have worked in a fab. Here is some insight. We are taught that fabs are not treated as factories but as hazardous chemical storage plants. On top of that, we work with high pressure and high power systems. Fires have accounted for the most damage to fabs over the years; however, this situation is different. The site is not a fab, it is a ASML manufacturing plant. This plant does not produce…

I am currently beginning a PhD in physics (mathematical modeling, simulation on HPC) in Switzerland, and I am afraid that after my PhD, I won't find a job that really pleases me. These last years, I came under the impression that you currently can only find ML driven software engineering jobs (I am exagerating of course), and having done quite a bit of ML and software engineering, I now know that I don't want my future job be like this.

A company like ASML gives me hope. Do you know by chance if there are similar companies (complex engineering, with physics, maths, chemistry, computer science, ...) that are located in Switzerland ?

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