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Chinese chipmaker shares surge 470%

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Re: Chinese chipmaker shares surge 470%

#101

Post by broeng »

StilesCrisis wrote: post #97
CamelCaseName wrote: post #41

Earlier quoted context omitted.

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

It depends on TV size. If you've ever experienced Netflix on a 75" TV, 1080p content looks mediocre on it. So really it's better expressed as "there isn't much benefit for most TV sizes."

I wont quite argue, that 1080p is always enough on a 75", but your example is more a Netflix problem; their compression results in hideous quality, and it's not really representative of what 1080p could be.

Re: Chinese chipmaker shares surge 470%

#102

Post by dachworker »

jdiez17 wrote: post #58
jonkoops wrote: post #7

EU chip industry: best I can do is eat glue in the corner.

EU chip industry: best I can do is supply chips that are in 99% of industrial equipment and vehicles. Also supply the only machines in the world that enable leading edge lithography processes.

This is actually at the core of our (EU) problem. Instead of thinking, "here is this new technology, how can we build new markets/products out of it", our industry leaders always think, "here is this new technology, how can we apply it to our existing industries".

You can see it a lot in AI, right now. AI4industry is not where the gains are right now. We should be competing on training foundational models. Once the foundational models from US/China are strong enough, they will do AI4industry and we wouldn't have any edge on them anyway because their tech is more vertically integrated and they have better insight in how AI works under the hood.

Re: Chinese chipmaker shares surge 470%

#104

Post by flohofwoe »

londons_explore wrote: post #35
xyzsparetimexyz wrote: post #27

Earlier quoted context omitted.

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.

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.

FWIW I still play PC games on 1080p (also has the nice side effect that I don't need to buy an overpriced highend GPU, nor use upscaling hacks like DLSS which trash image quality).

Re: Chinese chipmaker shares surge 470%

#105

Post by larksimian »

dachworker wrote: post #102
jdiez17 wrote: post #58

Earlier quoted context omitted.

EU chip industry: best I can do is supply chips that are in 99% of industrial equipment and vehicles. Also supply the only machines in the world that enable leading edge lithography processes.

This is actually at the core of our (EU) problem. Instead of thinking, "here is this new technology, how can we build new markets/products out of it", our industry leaders always think, "here is this new technology, how can we apply it to our existing industries". You can see it a lot in AI, right now. AI4industry is not where the gains are right now. We should be competing on training foundational models. Once the f…

There's no moat to AI models so it doesn't really matter who develops it first. If AGI happens none of it matters since it won't be controlled anyway. If there's an exponential wall then everyone will be at it within 12 months of the first person hitting it and then it's better not to have spent the cash pioneering the path.

The long-term idea that the we have to compete claim is based on is like AGI and it's gonna really care what Elon tells it to do. This is a dumb idea regardless of how it fails.

AI models are seeming the ultimate in fungible commodities at this point, why spend on R&D?

Re: Chinese chipmaker shares surge 470%

#106

Post by bebe8393jrir »

xyzsparetimexyz wrote: post #27
fooker wrote: post #9

Prediction - 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.

[flagged]

Re: Chinese chipmaker shares surge 470%

#107

Post by norman784 »

mrtksn wrote: post #93
jonkoops wrote: post #7

EU chip industry: best I can do is eat glue in the corner.

To be fair, all high end chips are made in Asia with EU tooling. US happens to be the place where the managers are and the trade is facilitated. There has been some good progress to push Asia make cips in USA with EU machines however IIRC significant part of the chain is still in Asia and chips made in USA are shipped to Asia for further processing. Edit: changed China with Asia to distance the comment from Taiwan-Ch…

AFAIK the high end chips are made in Taiwan, that's not the same. Also there was an export control, so ASML couldn't sell the latest equipment to China.

Re: Chinese chipmaker shares surge 470%

#108

Post by StilesCrisis »

broeng wrote: post #101
StilesCrisis wrote: post #97

Earlier quoted context omitted.

It depends on TV size. If you've ever experienced Netflix on a 75" TV, 1080p content looks mediocre on it. So really it's better expressed as "there isn't much benefit for most TV sizes."

I wont quite argue, that 1080p is always enough on a 75", but your example is more a Netflix problem; their compression results in hideous quality, and it's not really representative of what 1080p could be.

Granted, maybe Netflix wasn't the best example, but I was just trying to be succinct.

Re: Chinese chipmaker shares surge 470%

#109

Post by fwip »

chii wrote: post #54
glimshe wrote: post #2

I 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.

If 30% of adults in your country suddenly lose, say, half their wealth from a stock market crash, it's going to affect everyone in the country - not just the investors.

To use an example, the Great Depression wasn't sunshine and roses even for the people who kept all their money under the mattress. Their job was just as likely to go out of business.

Re: Chinese chipmaker shares surge 470%

#110

Post by zer00eyz »

mrtksn wrote: post #93
jonkoops wrote: post #7

EU chip industry: best I can do is eat glue in the corner.

To be fair, all high end chips are made in Asia with EU tooling. US happens to be the place where the managers are and the trade is facilitated. There has been some good progress to push Asia make cips in USA with EU machines however IIRC significant part of the chain is still in Asia and chips made in USA are shipped to Asia for further processing. Edit: changed China with Asia to distance the comment from Taiwan-Ch…

> To be fair, all high end chips are made in China with EU tooling.

Did you mean Taiwan? Because depending on who you ask that is, or is not china.

The Chinese have been cut off from EU tooling for a while now. And their attempts to build out their own lithography setups have been a failure. Their 7nm process is, by all measures, not delivering the yields that one would need to make it really successful.

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