I wonder how Germany missed the semi manufacturing train? They had literally everything: universities, manufacturing culture, expertise and supporting supply chains, cash. I forgot, they also had ASML, freaking next door!
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South Korea to spend $1T on more memory chip production and humanoid robots
11–20 of 223 posts
Re: South Korea to spend $1T on more memory chip production and humanoid robots
#12Why humanoid? Surely there must be a superior physical form factor than one mimicking human anatomy. Is it just supposed to be more psychologically acceptable?
Re: South Korea to spend $1T on more memory chip production and humanoid robots
#13Better spend it now, people won’t need greater than 1.5tr parameter models and battery powered consumer devices will be able to run those and lower sufficiently capable models by then, distributing the need for compute away from capital projects the glut will be enormous yes, immortalize this phrase just like the 640kb ram phrase, I’ll stand by it
> 1.5tr parameter models
Curious, what's this based off of?
Re: South Korea to spend $1T on more memory chip production and humanoid robots
#14I wonder how Germany missed the semi manufacturing train? They had literally everything: universities, manufacturing culture, expertise and supporting supply chains, cash. I forgot, they also had ASML, freaking next door!
They had a large memory manufacturer, Infineon, who spun out their memory division as Qimonda which then went bankrupt [1]. They were the 2nd largest in the world at one time apparently. Looking back, it's easy to say the German govt should have thrown them a billion or two to keep them afloat. However, state intervention was very unpopular at the time in economic circles, and there was much furor over bailouts following the 2008 crisis.
Japan has an even sadder story. They were the DRAM top dog for a very long time. South Korea entirely ate their lunch.
Re: South Korea to spend $1T on more memory chip production and humanoid robots
#15I wonder how Germany missed the semi manufacturing train? They had literally everything: universities, manufacturing culture, expertise and supporting supply chains, cash. I forgot, they also had ASML, freaking next door!
IIRC Taiwan took a page out of Singapore's playbook and went all in on electrical engineering and adjecent fields. It was very much a long-term strategy. Germany probably didn't feel nearly as much pressure, and was already very strong in all industry.
Re: South Korea to spend $1T on more memory chip production and humanoid robots
#16I wonder how Germany missed the semi manufacturing train? They had literally everything: universities, manufacturing culture, expertise and supporting supply chains, cash. I forgot, they also had ASML, freaking next door!
They had a large memory manufacturer, Infineon, who spun out their memory division as Qimonda which then went bankrupt [1]. They were the 2nd largest in the world at one time apparently. Looking back, it's easy to say the German govt should have thrown them a billion or two to keep them afloat. However, state intervention was very unpopular at the time in economic circles, and there was much furor over bailouts follo…
Even better, Qimonda was ultimately bought (alongside all their patents) by SMIC [1] who is now the Chinese memory player. For 30 million.
[1] https://newsletter.semianalysis.com/p/chinas-cxmt-is-set-to-...
Re: South Korea to spend $1T on more memory chip production and humanoid robots
#17The title sounds to me like: I am going to spend $1000 in groceries and dance lessons. That is, two very different things lumped together.
Memory chips are like groceries, essential commodity parts, a no-nonsense investment. Humanoid robots are like dance lessons, it is cool, it is sexy, and it may pay off in the future, but the value is much less certain.
Re: South Korea to spend $1T on more memory chip production and humanoid robots
#18Why humanoid? Surely there must be a superior physical form factor than one mimicking human anatomy. Is it just supposed to be more psychologically acceptable?
Human spaces are built for humans. Outdoors cars and quad coppers are a great form but constrained by stars, doors, and low ceiling makes them a poor fit.
Alternatively a 2 foot tall or a 20 foot tall humanoid robots aren’t particularly useful. But a good enough 5-6 foot tall humanoid robot can be swapped into an assembly line wherever a human is currently working without redesigning that workspace.
Re: South Korea to spend $1T on more memory chip production and humanoid robots
#19Why humanoid? Surely there must be a superior physical form factor than one mimicking human anatomy. Is it just supposed to be more psychologically acceptable?
There are just a few reasons - humanoid make sense, mostly for multi purpose tasks - where if you want a robot to be multi-job, do almost everything a human can do at work --
If you want a weld you need a 1 arm robot, if a robot to weld, then stack, then push parts on a cart across the factory - then sweep up, then etc.. etc.. perhaps a humanoid is alright.
There will definitely be too many people comfortable with ownership / master relationship with a humanoid robot that will do their bidding.
Re: South Korea to spend $1T on more memory chip production and humanoid robots
#20The title sounds to me like: I am going to spend $1000 in groceries and dance lessons. That is, two very different things lumped together. Memory chips are like groceries, essential commodity parts, a no-nonsense investment. Humanoid robots are like dance lessons, it is cool, it is sexy, and it may pay off in the future, but the value is much less certain.
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