EU chip industry: best I can do is eat glue in the corner.
> EU chip industry: best I can do is eat glue in the corner.
Aren't they the only ones able to supply the chip-making machines?
Chinese chipmaker shares surge 470%
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Re: Chinese chipmaker shares surge 470%
#82EU chip industry: best I can do is eat glue in the corner.
Don't make me tap the sign that says "ASML". Difference between Europe and the others is that it doesn't brag nearly as much.
Even the EU thought the “EU Chips Act” was a failure which is why they are trying to re-invent it after spending billions https://www.theguardian.com/business/2025/apr/28/eu-microchi...
I don’t think the goal there was to sit around praising past accomplishments. You always have to keep building.
Re: Chinese chipmaker shares surge 470%
#83The more interesting question is: why does the rest of the world not increase their production prowess? I am aware of most of the reasons, but I am getting tired of the "China is better than the rest of the world". It is more that China did a lot of things that the others either failed to do or no longer wanted to do. Case in point is Germany: from "our cars are best" to "hey, chinese cars are now better" (or, cheape…
It takes 2 years in EU to get approval to build a shed. Imagine how long it takes to get approvals for a chip factory which uses a lot of water and very toxic chemicals. UK has been trying to get approvals for a new runway at Heathrow airport for over 20 years !!! now.
The EU isn't monolithic, you could probably do this fairly easily in someplace like Poland where there isn't a bureaucratic hell and a large supply of skilled workers and engineers. But of course, Poland and co. are the "lessers" in Europe where you outsource for cheaper labor, a prestigious thing like a cutting-edge chip fab would need to be built somewhere like Germany or the Netherlands, and so it never shall exist.
Re: Chinese chipmaker shares surge 470%
#84Prediction - we are going to figure out SOTA AI performance without requiring 1TB of memory within a year or so. Of course CXMT, Micron, and family will still be profitable, but maybe not 'surge 470% from IPO' profitable.
"we" being China?
Re: Chinese chipmaker shares surge 470%
#85Prediction - we are going to figure out SOTA AI performance without requiring 1TB of memory within a year or so. Of course CXMT, Micron, and family will still be profitable, but maybe not 'surge 470% from IPO' profitable.
How would we do that? There's no historic precedent for that. Its fundamentally an information theory thing: what's the max amount of intelligence you can get out of 1 KB/MB/GB? There has to be a limit and I'm not convinced that it's far off.
> How would we do that? There's no historic precedent for that. Its fundamentally an information theory thing
Maybe? Human science history is absolutely littered with examples of things that were “constrained” by a fundamental law … until they weren’t, because we’d misunderstood or misapplied the law.
Re: Chinese chipmaker shares surge 470%
#86Re: Chinese chipmaker shares surge 470%
#87EU chip industry: best I can do is eat glue in the corner.
HN continues its transmogrification in X.
Re: Chinese chipmaker shares surge 470%
#88Earlier quoted context omitted.
Seems to be working out better than leaving it up to the market
Why does the US stock market keep having record years while the population doesn't seem to benefit, whereas the opposite is happening in China? Isn't that a failure of US capitalism?
It's not a failure, that's just how capitalism works.
Re: Chinese chipmaker shares surge 470%
#89Earlier quoted context omitted.
It doesn't matter. However much intelligence you can squeeze into 1 GB, people will always want more. Standard Def TV was plenty for 50 years. But when more was on offer, everyone went for it, and now you can't even buy a 480p TV.
Your example contradicts you. 2K, 4K, and 8K+ TVs have been around forever, and although 4K has become the norm, it's widely accepted that there isn't much benefit for most people above 1080p
Depends on distance and size, there is a lovely chart. My projector at 10 feet away is night and day difference at 4k. Mathematically 8k should look identical, so I haven’t spent the money to try it to confirm.
The 1080p thing is true in the age of 40” TVs but not so much now, think Costco has a 95” TV if not 100”.
Re: Chinese chipmaker shares surge 470%
#90I have nothing to say about this company's long term potential, but I'm curious to know whether this will become an enormous "tik stok" like SK Hynix became in South Korea. I've watched a short documentary about the investment mania in SK and it's really scary.
> the investment mania in SK and it's really scary. i mean, it shouldn't be scary, because their failure is their own, and i doubt there would be collateral damage outside of those high risk investors. It's scary for _them_, but it's an interesting case study for an outsider.
There's a lot of speculation in your comment.
I lived through the crash of 1989, the Dot Com crash in 2000, the GFC of 2008, and whatever the crash and WSB speculation in 2020 were called. None of them had a tiny blast radius like you suggest.