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TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

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Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#141

Post by r0b1n »

baybal2 wrote: post #28
r0b1n wrote: post #21

Earlier quoted context omitted.

The likes of Bosch/Infineon/NXP are not interested in bleeding edge fabs, they sell embedded CPUs from very old fabs they still have. So this is an advancement for them, and totally sufficient for embedded stuff.

> totally sufficient for embedded stuff. No, TSMC 22 has no eFLASH, expensive SRAM, lacking of analog capability, lacks high temperature tolerance, and is tied to multiple patterning design flow. TSMC 40 on the other hand is the last portable node, with MRAM, eFLASH, high temp, some mixed signal, RF, no MP, and everything else your soul desires.

Didn't know that.

Maybe they'll add the missing parts as chiplets?

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#142

Post by adrian_b »

weystrom wrote: post #113
murkt wrote: post #99

Earlier quoted context omitted.

I’m not familiar with the story, can you elaborate a bit on the chip production being a reason of GDR collapse?

Great video from Asianometry on this topic: https://www.youtube.com/watch?v=cxrkC-pMH_s

While that video from Asianometry contains interesting historical information, it does not include any evidence for their thesis that the GDR's mismanagement of their semiconductor industry was a greater contributor to the country's bankruptcy than their mismanagement of all the other branches of the economy.

If they would have directed some of the resources spent in attempts to modernize the semiconductor industry to any other economic activities, at least the same fraction of the resources that were wasted in the semiconductor industry would have been wasted elsewhere.

So there is no proof that this choice has been worse than others. On the contrary, even if in GDR their efforts did not result in the desired production capabilities, at least they taught many engineers and technicians, so that this made Dresden attractive after reunification as a place where to invest in this field, until in the present with this fab planned by TSMC.

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#144

Post by Nux »

dontupvoteme wrote: post #139

Along with (hopefully) that french startup (Mistral) founded by the LLaMA guys, the EU is putting together the pieces they need to keep up with AI and maintain their ability to leverage their control mechanisms upon the FAANGS. Realpolitk wise they absolutely cannot risk regulatory capture to a few select firms on the west coast of the USA. Altman himself threatened (for a brief period) to cut off GPT to the EU after…

I think AI is an afterthought here, if at all. Automotive is the main target and to a degree IoT. They couldn't build cars during the pandemic due to broken supply chains, that's when their lightbulb went on afaik.

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#146

Post by LargoLasskhyfv »

murkt wrote: post #99
KingOfCoders wrote: post #89

What irony if chips bring wealth to saxony, when chip production in the GDR was one of the reason it collapsed.

I’m not familiar with the story, can you elaborate a bit on the chip production being a reason of GDR collapse?

Maybe https://www.ddr-museum.de/en/blog/2016/gdr-1-megabit-memory-...

and https://en.wikipedia.org/wiki/ZMDI ?

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#147

Post by dontupvoteme »

KingOfCoders wrote: post #66
alecco wrote: post #62

This smells of government-subsidized terrible ideas. German energy costs, land costs, lack of water, crazy high taxes, and anti-business governments. OTOH Netherlands would make a much better option in almost every angle. And add having ASML engineers around the corner.

I wouldn't build factories in a country that's going to sink.

"God created the Earth, but the Dutch created the Netherlands"

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#148

Post by dontupvoteme »

pipo234 wrote: post #11
Kelteseth wrote: post #7

Earlier quoted context omitted.

> Curious why they've chosen Dresden though. Because many foundries are located there like GlobalFoundries and Bosch

Eindhoven (NL) would have been obvious as well (NXP, ASML, Infineon, Philips)

Eindhoven also has a recent influx of PhDs from Philips looking for a new place to work...

although imo Eindhoven isn't exactly the most... attractive place to live for many people. Dresden on the other hand seems like it's somewhat en vogue

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#149

Post by croes »

dontupvoteme wrote: post #139

Along with (hopefully) that french startup (Mistral) founded by the LLaMA guys, the EU is putting together the pieces they need to keep up with AI and maintain their ability to leverage their control mechanisms upon the FAANGS. Realpolitk wise they absolutely cannot risk regulatory capture to a few select firms on the west coast of the USA. Altman himself threatened (for a brief period) to cut off GPT to the EU after…

The fab is supposed to supply mainly the automotive industry, who made the mistake of cancelling their orders during Corona and were then surprised to find that the capacities were allocated elsewhere when they wanted to order again.

They will still have the same problem, but they don't think that far ahead.

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#150

Post by sho_hn »

dontupvoteme wrote: post #139

Along with (hopefully) that french startup (Mistral) founded by the LLaMA guys, the EU is putting together the pieces they need to keep up with AI and maintain their ability to leverage their control mechanisms upon the FAANGS. Realpolitk wise they absolutely cannot risk regulatory capture to a few select firms on the west coast of the USA. Altman himself threatened (for a brief period) to cut off GPT to the EU after…

Aren't LLMs potentially great to ward off language death due to their significant abilities to transpose ideas into different languages?
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