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.
Strategically, if Germany gets too much on its territory the other EU countries should worry, especially France and Italy.
France has Mistral, it might actually be a perfect 1-2 EU combo, the French do the aesthetics and the Germans do the engineering.
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…
Why would be the language death bad. Imho, from practical point of view it doesn't make sense to have multiple languages, or?
Wonder if the Taiwanese govt at some point will step in and block these onshoring measures as a matter of national security. If countries are less reliant on manufacturing within Taiwan, its one less reason to stand up to Beijing's one China principle.
People who don't understand what OP just wrote should look at what just happened to the South Korean semiconductor market. over 36% plunge in exports[] and that samsungs memory profit dropped 95%[]. Yes, they depend on ASML, but ASML itself was dependent on IP from TSMC engineers. TSMC already announced that they will stop applying for subsidies from the Chip Act[] in the US recently because the US keeps changing wha…
The stated reason for delaying the fab construction is a lack of skilled labor in the USA, which does make sense - that's what happens when you hollow out domestic manufacturing in the name of increased corporate profits from outsourcing.
> "“There is an insufficient amount of skilled workers” with the expertise to build a chip factory, TSMC chairman Mark Liu complained during a call with analysts. The executive warned the company might have to fly in “experienced technicians from Taiwan to train the local skilled workers for a short period of time.”"
Silicon valley started by billions and billions of state money pumped into companies before, during and after WW2 (e.G IBM opened in San Jose in '43).
Exactly. All the big economic success was due to state coordination and intervention, not (neo-)liberalism. Liberalism might work for a smaller country that becomes a trading hub (like Singapore), and uses low taxes as a sort of parasitic strategy; that's why it cannot be replicated by large countries. I am glad that Germany is coming to their senses and finally rejecting neoliberalism. Now if only Eurozone leadershi…
It's a perfect example of neoliberalism.
The automotive industry 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.
So they whined at the government to subsidise the fab.
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.
As a dumb American, can you help explain how energy costs, land costs, and water supply can be that significantly different across an open border?
All those are regional monopolies by law or by fact. You cannot move land, so land prices will always be regional. Energy and water networks are local monopolies, usually owned by the municipality or a local company monopoly. With electricity, you might have some choice, that is, you rent the power line from the local monopoly and buy the electricity from one of several companies. However, the choice is limited to companies serving your area, and the exact rules and companies strongly differ between European nations.
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?
I admit that I talk to it in English the most (as it's my native tongue) but I had read here that it has gotten noticeably worse in other languages, even making grammar mistakes in linguistically-close-to-english-and-sufficently-present-in-training-data western european languages like German or French.
I do enjoy translating things into Sindarian or other conglangs from literature though.
I had a theory that giving it the custom instructions in latin might give better results, but i haven't had time to figure out how to benchmark something that's so non-deterministic and black-boxy
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…
Why would be the language death bad. Imho, from practical point of view it doesn't make sense to have multiple languages, or?
Language is culture, and if the sapir-whorf hypothesis holds, different languages are literally different methods of thinking.
there are also other potential benefits, e.g. "the" in english gives little information about what noun may follow. "die/das/der" in general cut the probability space to a third.
Wonder if the Taiwanese govt at some point will step in and block these onshoring measures as a matter of national security. If countries are less reliant on manufacturing within Taiwan, its one less reason to stand up to Beijing's one China principle.
The USA has guaranteed the demise of Taiwan by making it the next target of a global war. Everyone knows that China is not going back on a territory that is theirs by international treaties, and the US has practically declared they will fight to separate Taiwan from China. The only thing that remains for Taiwanese companies is to move from homeland into other countries as a way to survive. Actually, this is probably what the US gov wanted in the first place, so they destroyed another competitor.
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 really love their stubborn nature to stick with their langauge over the anglo one
I think you're talking about the Québécois, because the french around here are swimming in a sea of _épouvantable_ mix of french and english words. But as afterthought you're still quite right, this mix usage is sliding downhill from ill inspired managers to general low class now.
More like the opposite, by making ties with other countries, Taiwan will win some geopolitical points. TSMC alone has no control over if the Chinese government will commit such aggression, if they would do their whole company strategy based on fearing the CCP, there's no way they can be successful.
I think this is true. China is working really hard to get it's domestic semiconducter industry up to speed. They are willing to burn a lot of money and time to reach their overall political goal of annexing Taiwan even if it takes a very very long time. Ultimately it's unrealistic to assume that a country of 1.4 Billion people can not catch up eventually espescially if they would otherwise have to rely on a global co…
China is willing to point a firehose of resouroces at development targets, but that doesn't guarantee success. Semiconductors are really stinking hard!
East Germany famously tried really hard to develop a native capability, but failed and wound up smuggling parts from the west and running years behind western firms: https://www.youtube.com/watch?v=cxrkC-pMH_s
China is more willing to both reward and hold senior stakeholders responsible, as long as they aren't too closely allied with Xi