ctrl-f China = 0 results, so here is some context: > ASML’s China Sales Surged Despite Secret Dutch Deal With US https://www.bloomberg.com/news/articles/2024-01-25/asml-s-ch... Edit: note to self, don’t beer and then HN.
You should try C-f "Chinese".
ASML dethrones Applied Materials, becomes largest fab tool maker
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Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#12Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#13Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#14Relevant HN comment: https://news.ycombinator.com/item?id=18463181 Apparently their software development processes are terrible.
Lol, thank you for link. I was expecting the opposite from this company, but for some reason, after reading this, I'm not surprised at all.
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#15Relevant HN comment: https://news.ycombinator.com/item?id=18463181 Apparently their software development processes are terrible.
From that comment I concluded that software patching speed isn’t a bottleneck there. It sounds frustrating but to be terrible it needs to significantly impede the product or business relationships, which isn’t at all happening.
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#16Earlier quoted context omitted.
From that comment I concluded that software patching speed isn’t a bottleneck there. It sounds frustrating but to be terrible it needs to significantly impede the product or business relationships, which isn’t at all happening.
Stability and long product lifecycles are incredibly important to them. They're pretty much the opposite of move fast and break things or deploy early/deploy often.
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#17Relevant HN comment: https://news.ycombinator.com/item?id=18463181 Apparently their software development processes are terrible.
Lol, thank you for link. I was expecting the opposite from this company, but for some reason, after reading this, I'm not surprised at all.
Why? Because they're hot on the stock market since the pandemic? Nokia's SW was the same kind of shitshow when it was dominant. IIRC a long time ago someone on HN wrote here that compiling Symbian OS at Nokia took 2 whole days and Nokia management saw no problem with that.
To me, it's exactly what I expect from a HW company, from personal experience. SW is seen just as a necessary evil, another item on the BoM. Oh, and there's a bunch of useless processes designed as jobs programs to keep some useless managers employed, where each of them needs to review your change and give their green light despite them not being up to date on the technical side for >10 years.
I know this because it's exactly the same at another major Dutch semiconductor spin-off from Philipps I was at in a past life.
Just because ASML is hot right now, doesn't mean they value and employ top SW talent, because they don't sell SW, they sell HW and that's what their customers value, and so ASML values physicists and traditional engineers, not SW devs.
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#18I don't want to brag, but buying ASML stocks was probably the smartest financial decision in my life. Also, AMSL & AMAT aren't competing in some areas. AMAT provides tooling & services that assist ASML.
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#19It is a bit of an odd article, they spend half of it describing this as a remarkable turn of events, and the other half describing why it isn’t really an apples-to-apples comparison and how the companies aren’t in direct competition.
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#20Earlier quoted context omitted.
Stability and long product lifecycles are incredibly important to them. They're pretty much the opposite of move fast and break things or deploy early/deploy often.
Try searching how much money is lost by clients if the fab is down. You have to be very careful with software for fabs.