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ASML reports fire at its Berlin factory

reuters.com

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Re: ASML reports fire at its Berlin factory

#311

Earlier quoted context omitted.

Some people tried it and got sued for patent infringement (ASML vs XTAL)[1]. ASML patents all EUV-related technology, so you'd have to come up with a brand new way of generating EUV plasma at high energies at constant rate. Even ASML had to buy an American company Cymer to get a working prototype. Then, because EUV radiation doesn't pass through air or standard lenses, you'd have to come up with another optic column…

EUV and higher energy photons are difficult beasts, I would put my money on electrons next, so perhaps the electron microscope companies hold the interesting patents there.

E beam lithography in credibly difficult. Recommend chapter 13 in "Principles of Lithography" https://spie.org/Publications/Book/2525392?SSO=1.

My opinions is that this whole comment discussion about creating a competitor is in the wrong direction. It is impossible to recreate and outperform what ASML has.

A better focus would be to tackle problems in the <2nm processes. If someone found a method to stop electron tunneling at smaller nodes, this will net much more revenue and create more value for society.

Re: ASML reports fire at its Berlin factory

#312
post #272

Earlier quoted context omitted.

It almost sounds like there should be states funding creation of a competitor simply to prevent the "fire impacts entire global industry" kind of news we're seeing today.

ASML has 16 locations around the globe so while it will have some impact, it could be a lot worse. https://www.asml.com/en/company/about-asml/locations

Not every location does the same thing though. ASML has bought other companies that were key suppliers to them. Like Berliner Glas Group in 2020 which is located in Berlin and is where the accident happened. No other location of ASML will be able to compensate for production losses there.

Re: ASML reports fire at its Berlin factory

#313

Earlier quoted context omitted.

"But it's bite does not match its bark when it comes to developing and inventing new ideas and technology." You just had a huge thread of repeating this over an over, and you have never stated why you believe this, what have you counted or measured to arrive at that conclusion? Patents? GDP growth, scientific papers? Is it 'just a feeling'?

Technology leadership and innovation and invention wherever I look. Which yes is anecdotal, but I did repeatedly say this, and gave examples https://news.ycombinator.com/item?id=29792311 . I just had a huge thread of others repeating over and over that I was wrong, without actually addressing what I wrote. That's why the thread got so huge.

It's like an argument about vaccines between housewives - firstly neither side actually understands the areas being discussed - that evident from how discussion of nuclear technology shaped up.

Secondly the statement is poorly defined - you have different ideas about what counts as 'innovation'.

Third, it is quantitive, but none of the arguments/statements given by either side have any quantities attached.

I don't have a dog in the fight, but if your centered your argument around patents, or GDP growth, or research funding and papers, you would have a more productive discussion.

Re: ASML reports fire at its Berlin factory

#314
post #309
post #307

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OK, so we decide that a democracy == "has free and fair elections by the UN criteria". That seems perfectly reasonable on the face of it. So let's say that we have a democracy by that definition, for example Myanmar — a big garment exporter — in 2020 or so. The 2020 elections were described by international organisations as "free and fair". Should the result of the coup d'état that happened shortly after those electi…

What's worse, inciting widespread discontent with a government that has illegally seized power potentially leading to a violent overthrow of said government or continuing to deal with that government in perpetuity while they abuse their people? In other words, how do you quantify and measure human suffering? Is it better or worse for there to be more acute suffering for less time or somewhat less suffering for a much…

Inciting discontent with the despots is of course positive, but taking resources away from the common people is not — even if you focus solely on encouraging overthrow, it's counterproductive.

Even sanctions generally apply only to specific individuals and groups, rather than entire economies. Unfortunately, risk-averse financial institituions generally treat them in practice as applying to entire economies, since it can be virtually impossible otherwise to ensure you are not dealing with a sanctioned individual/group.

Re: ASML reports fire at its Berlin factory

#315

Earlier quoted context omitted.

Technology leadership and innovation and invention wherever I look. Which yes is anecdotal, but I did repeatedly say this, and gave examples https://news.ycombinator.com/item?id=29792311 . I just had a huge thread of others repeating over and over that I was wrong, without actually addressing what I wrote. That's why the thread got so huge.

It's like an argument about vaccines between housewives - firstly neither side actually understands the areas being discussed - that evident from how discussion of nuclear technology shaped up. Secondly the statement is poorly defined - you have different ideas about what counts as 'innovation'. Third, it is quantitive, but none of the arguments/statements given by either side have any quantities attached. I don't ha…

> I don't have a dog in the fight, but if your centered your argument around patents, or GDP growth, or research funding and papers, you would have a more productive discussion.

No it wouldn't. You clearly haven't understood the discussion or issues if you believe that. I think that's why you're finding it so confusing.

Re: ASML reports fire at its Berlin factory

#316
post #314
post #309

Earlier quoted context omitted.

What's worse, inciting widespread discontent with a government that has illegally seized power potentially leading to a violent overthrow of said government or continuing to deal with that government in perpetuity while they abuse their people? In other words, how do you quantify and measure human suffering? Is it better or worse for there to be more acute suffering for less time or somewhat less suffering for a much…

Inciting discontent with the despots is of course positive, but taking resources away from the common people is not — even if you focus solely on encouraging overthrow, it's counterproductive. Even sanctions generally apply only to specific individuals and groups, rather than entire economies. Unfortunately, risk-averse financial institituions generally treat them in practice as applying to entire economies, since it…

That last part is key, authoritarian countries operate in the same way a criminal or mafia organization does. Any significant trade will have money siphoned out of it through corruption or just outright theft. It doesn't matter who you deal with in the country, the regime will take a cut somehow.

Re: ASML reports fire at its Berlin factory

#317
post #304

Earlier quoted context omitted.

> Who else has reduced the cost of solar panel manufacturing over the past 10 years? As far as I can tell it's entirely, 100%, Chinese companies. But maybe you know something I don't. The solar cost reduction numbers come in the form of reduced cost to manufacture and improved panel performance. There is a lot of non-Chinese research into the latter, but even in the former case a lot of inventions and technology is d…

> The solar cost reduction numbers come in the form of reduced cost to manufacture and improved panel performance. There is a lot of non-Chinese research into the latter, but even in the former case a lot of inventions and technology is developed then licensed. USA and Germany. It's come entirely in the form of reduced cost to manufacture; mainstream solar panels have been about 21% efficient and low-cost ones about…

> It's come entirely in the form of reduced cost to manufacture; mainstream solar panels have been about 21% efficient and low-cost ones about 16% efficient for decades. Thin-film panels have gotten a lot more efficient over the last 10 years, but they've also been completely eclipsed by traditional silicon panels.

There have been significant gains in commercial cells even over the past 10 years. https://www.nrel.gov/pv/module-efficiency.html

> Can you name one or two inventions that have been important in reducing silicon PV manufacturing costs in the last 10 years that originated in the US and Germany? I can't.

Yes, https://www.sciencedirect.com/science/article/pii/S187661021... LeTID problems in PERC panels were comprehensively examined and solutions found by these researchers. The parent company is South Korean (also not Chinese), but PERC was one of the biggest jumps in efficiency of cells in the past 10 years.

> I'm confused about why you're bringing up the original invention of things like smartphones (arguably Finland and Japan in the 01990s, rather than Danger in the US, but there's been continuous development), and jet engines.

Everything is built on other things, but still you can see significant advances. By smartphone I'm not referring to cellular radios or batteries or computer chips (all of which themselves build on other things), but the invention that revolutionizes a technology. The iPhone. I'm aware there are things people claim are smartphones before that, but that's not what I'm talking about.

> I agree with you that 40 or 70 years ago the US was inventing a lot more things than China was; 40 years ago China was still largely Communist. 1000 years ago China was doing more; the Song had a paper-money-based fossil-fuel mass-production economy administered by a centralized bureaucracy. 2500 years ago the center of innovation was Greece and India.

And today US is still inventing a lot more things than China was.

> But I thought we were talking about a much shorter timescale here: where are things being invented now, like, the last ten years. And the US definitely didn't invent jet engines or smartphones in the last ten years.

My point with jet engines is that China is incapable of developing them independently after 70 years of effort and with the luxury of having samples of good jet engines to copy for the entire time.

> What have been the crucial innovations in smartphones in the last ten years?

iPhone is near enough (I never mentioned 10 years, just general modern).

> I think you'll find that most of them came from China, though the M1 is designed in the US.

Which of them of them came from China? Not software, not silicon manufacturing, not digital logic design, not LTE modems, not screens, not new NAND technologies, not cameras. So what is the "most of them" that exceeds those things?

> Until a couple of years ago, the US couldn't even "repeat the rockets of the 60s";

Of course it could.

> it was relying on Soyuz to get its astronauts to the ISS.

A matter of funding, the rocket technology did not go away obviously they still maintain ICBMs and SLBMs.

> Reusable rockets themselves aren't a "new idea" on the timescales we're talking about here;

No, I'm talking about inventing an actual working reusable rocket and all the technologies and inventions required to achieve that.

> the US tried that in the 70s and failed so badly it destroyed its entire manned spaceflight program.

I'm not sure what you're talking about, but a lot changes in 50 years. 70s was only a decade after the first manned space flight.

> Presumably SpaceX has been able to succeed at this in part due to coming up with some genuinely new ideas; do you have any idea what they are or where they came from?

Certainly not China, which (yet again) is following and copying.

It's an American company though, with very strong restrictions on who can work for them (non-citizens / permanent residents I thin are not allowed).

> If you want to start talking about that, I guess you're free to, but I have no interest in starting to talk about that subject.

This is what the conversation is about. Read the thread, it started from wondering about whether China will catch up in silicon manufacturing. That does not make any sense if you count China as including Taiwan does it?

All my comments apply to mainland China.

> Padauk's CPUs (another Taiwanese company, by the way, in case you're keeping track) have two particularly interesting innovations:

I'm not sure what is innovative about what you're describing as hardware multi threading or software DSP but I'll take your word for it there's probably more to it that I'm not understanding. Still, they're also not mainland China, not surprisingly.

Also, it is not very generous to describe something like this as innovation but at the same time say that iPhone was not innovative.

You also don't address any of the rebuttals I made to other things (e.g., RISC-V, crypto, AI, GPUs). Does that mean you concede on those points?

Re: ASML reports fire at its Berlin factory

#318
post #215
post #177

Earlier quoted context omitted.

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

Thank you.

Re: ASML reports fire at its Berlin factory

#319

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!

Didn't know abot these, do you happen to know if anyone got caught in one of these cases?
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