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South Korea to spend $1T on more memory chip production and humanoid robots

arstechnica.com

61–70 of 223 posts

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#61
post #47

Earlier quoted context omitted.

Why not buy a second set of arms instead of legs or just a set a wheels?

I feel like if I write two paragraphs, nobody reads the second one...

Maybe they're asking what your argument against buying a second set of arms is, rather than suggesting it as a solution?

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#62
post #61

Earlier quoted context omitted.

I feel like if I write two paragraphs, nobody reads the second one...

Maybe they're asking what your argument against buying a second set of arms is, rather than suggesting it as a solution?

Totally, and they ask why not wheels...

I think the key is that none of our actual home use cases can be done with just arms. You don't need your folded clothes sitting in front of your washer and dryer, and a set of arms can't handle folding sheets.

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#63

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!

Germany is done.

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#64

Earlier quoted context omitted.

It doesn't need to be at a consumer price point first, it needs to replace a human at an existing warehouse or manufacturing role first, and that's achievable in the next two years at this point. When you have arms that can reach into the dishwasher, you're also going to want them to put away your dishes. And so suddenly they need to get up high. And you're not going to have a SECOND set of arms at your washer/dryer…

Stair climbing systems that work using wheels exist. Google stair climbing wheelchairs for a few examples.

I am familiar, I'm a big fan of Dean Kamen's work. So far, we haven't seen a single wheeled stair climbing vacuum cleaner, even though the original iBOT is 23 years old.

That solves the horizontal mobility problem. And then you have cabinets - and wheels don't solve the vertical mobility problem. So then you need a scissor lift on those wheels, or a hydraulic lift.

The robotics nerds always end up back at bipedal because it's vastly simpler once you're already solving arms.

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#65
post #47

Earlier quoted context omitted.

Why not buy a second set of arms instead of legs or just a set a wheels?

I feel like if I write two paragraphs, nobody reads the second one...

Use wheels and buy two if you have to...the Roomba solution. Besides, why do you need to solve stairs the hardest way possible, a fully bipedal robot, before it moves past vapor?

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#66

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!

Intel was supposed to build a fab in Magdeburg, which would have been great, but apparently the reason it was canned (2025) was they couldn't secure enough customers.

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#67
post #61

Earlier quoted context omitted.

Maybe they're asking what your argument against buying a second set of arms is, rather than suggesting it as a solution?

Totally, and they ask why not wheels... I think the key is that none of our actual home use cases can be done with just arms. You don't need your folded clothes sitting in front of your washer and dryer, and a set of arms can't handle folding sheets.

Why not? I would love to have a set of arms that could flip the laundry from the washer to the dryer and then take it out of the dryer and fold it and put it in the basket.

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#68
post #51

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!

Realistically, when it comes to the semiconductor market, there aren't many viable options outside of East Asia. I don't mean this in the sense that East Asians were somehow "chosen," but rather that the semiconductor industry inherently requires a large number of highly educated employees working together. The problem is that the working hours inevitably end up being very long. If you actually go work at one of thos…

I believe some of the earliest Intel fabs were in New Mexico (Shiprock and Rio Rancho). What combination of the above did New Mexico have?

When New Mexico and Germany had fabs, South Korea was still a developing country ruled by a brutal dictatorship.

What happened was simple - both Taiwan and South Korea and now China took concerted steps in investing into their semiconductors businesses. South Korea did this indirectly through favourable arrangements for the industry players via the chaebol system, while China and Taiwan did this with more direct government investment into the industry.

Sure, you can't just dump money into the industry and become a semiconductor player, else the Middle Eastern countries would have tried that ages ago. Yes, the talent being locally present is important but you're once again bringing up tired tropes about Asian working culture as being relevant.

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#69
post #67

Earlier quoted context omitted.

Totally, and they ask why not wheels... I think the key is that none of our actual home use cases can be done with just arms. You don't need your folded clothes sitting in front of your washer and dryer, and a set of arms can't handle folding sheets.

Why not? I would love to have a set of arms that could flip the laundry from the washer to the dryer and then take it out of the dryer and fold it and put it in the basket.

I understand that particular use case sounds cool! I really do.

And then you want them to put away your dishes, and they can't, even though it's just a software update, because they're across the house. And they're BIG, so you don't have room to store two anyway.

And they were $20,000, so...

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#70
What's incredible is how much resistance there is in the U.S. to do what for other countries is the obvious strategy forward. The U.S. — after decades of seeing manufacturing being outsourced — suddenly has an incredible advantage in data centers that is producing onshore facilities that are adding hundreds of billions of dollars in annual export revenue, and instead of there being a united front to maximize that advantage, there are huge obstacles being thrown in the way of the companies, administration and the state governments leading the data center expansion campaign, with Sanders and AOC calling for a national data center moratorium.
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