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ASML reports fire at its Berlin factory

reuters.com

251–260 of 319 posts

Re: ASML reports fire at its Berlin factory

#251

Earlier quoted context omitted.

I‘m not quite sure, which other incidents you are referring too, as the only recent one I can remember was on OHB a few days ago. News article (only in German): https://www.n-tv.de/regionales/niedersachsen-und-bremen/Bran...

AWS had a fire incident last summer Tesla has a fire incident last year (claimed by leftists) OVH had a fire incident last summer, but Strasbourg is actually France, who knew!

[deleted]

Re: ASML reports fire at its Berlin factory

#252
post #44

Berlin news (rbb) say that Many things are still unclear including: - how big the damage is - how long it takes to operate again - how it was possible to happen/how it happend The linked article basically says the same.

Doesn't litography use some pretty wild chemicals. Like Chlorine Trifloride? Thing that when burned emits hydrochloric acid and hydrofluoric acid. Aka thing that burns ashes. Again. I assume making those machines is pretty crazy as well.

It doesn't really sound like this was a fab though. Just a factory that builds tools for fabs. So who knows, but chances are that this factory doesn't operate with the worst stuff.

Re: ASML reports fire at its Berlin factory

#253
post #107
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…

Or at the very least, have the entire supply chain set up within democracies. With redundancy.

Ahh yes then we can continue exporting “democracy” as defined by the CIA

Re: ASML reports fire at its Berlin factory

#254

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…

This definitely doesn't match how I heard some software is done there: https://news.ycombinator.com/item?id=18463181

That sounds like a train wreck waiting to happen. I’m amazed that hasn’t put an egg on their face. Are their customers complaining about issues?

And how can the risk managers know so much about potential regressions? Are they a panel of former engineers?!

So many questions

Re: ASML reports fire at its Berlin factory

#255
post #74

Earlier quoted context omitted.

Most countries I know of already consider power and basic manufacturing (chemical, construction) to be crucial, and do their best to secure their production or procurement. My argument is that semiconductor manufacturing must also be added to that list. A natural disaster or a war between two countries shouldn't lead to wide-spread famine or throw humanity back into the dark ages.

Would it be the dark ages, though? I don't think it would be so terrible if we were all thrown back to PDP 11's or something, and there's no way it could ever be anywhere near that drastic. Hardware advances are nice, but the main innovations in computers have been infrastructural and social (the internet, email, open source, etc).

Don't forget about engine control computers, which are necessary for much of today's ICE efficiency gains.

Re: ASML reports fire at its Berlin factory

#256
post #88

Earlier quoted context omitted.

China will not have a domestically sourced EUV scanner with commercially viable throughput within 20 years, if not longer. They are lacking precursor technologies to the precursor technologies, supply chains, talent, etc for both light source and optics, and unlike the rear of the semiconductor industry, those ecosystems are today found within the US and Europe, not Asia.

Yeah, I mostly agree, but do you consider Taiwan part of China? They do. Japan and Korea also have pretty big talent in related areas. I believe that Intellectual Property often wears shoes, but a lot of SW, methods, specs, etc can be appropriated more quickly.

Taiwan has an even smaller chance of developing an EUV stepper than China. They don’t even really have a precision equipment industry.

Re: ASML reports fire at its Berlin factory

#257

Earlier quoted context omitted.

China will not have a domestically sourced EUV scanner with commercially viable throughput within 20 years, if not longer. They are lacking precursor technologies to the precursor technologies, supply chains, talent, etc for both light source and optics, and unlike the rear of the semiconductor industry, those ecosystems are today found within the US and Europe, not Asia.

Things move pretty fast in China, so even though they are slow to innovate they can quickly copy designs where enough detailed information exists in public. EUV took decades and billions of dollars in trial and error before the current techniques were figured out. Due to the West's tendency to publish successful techniques, China won't have to repeat these steps.

There is not a single major advanced hard tech application where China has the leading technology (except for maybe sub-6 5G, which isn’t that difficult), and EUV is the most challenging hard tech application ever. So I am not that optimistic about their prospects.

Re: ASML reports fire at its Berlin factory

#258

China sabotaging ASML profit on to prevent decentralization of chip production from Taiwan and maintain leverage over the US in Taiwan sovereignty struggle.

The timing is so suspicious that it definitely gives weight to that. Like the other sub-poster said, stux'ing a fab to show leverage in a future chip race makes a lot of sense.

Re: ASML reports fire at its Berlin factory

#259
post #26

I think we might not be good at building resilient systems.

It's the opposite, this accident will make us better at making resilient systems. As we get better and better at safety, more and more accidents will be prevented, compared to yesterday and the day before. But as we build more complicated systems, we also discover new problems, sometimes after they become accidents, unfortunately.

Re: ASML reports fire at its Berlin factory

#260
post #234

Earlier quoted context omitted.

To start a competing company, you'll need billions, and an idea of a market niche. There are about two companies like ASML in the whole world, and there are maybe a dozen consumers of their machines, companies like TSMC or Samsung. ASML is in an effective monopoly position. It's much like asking if you can open a competing company to build nuclear submarines. Technically you likely can.

And the accumulated knowledge of decades of lithography from hundreds, if not thousands of people. That said, it's not impossible; SpaceX came out of left field and within a decade became one of the most prominent space rocket companies, they managed to find rocket scientists and engineers.

* came out of left field ... with the support of NASA contracts and knowledge sharing.

Which isn't in any way to take away from the pioneering things that SpaceX engineers have done (and the way they've done them!). But is to say they definitely had help in getting over the "high-capital-investment industry" starting bump.

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