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South Korea to spend $1T on more memory chip production and humanoid robots

arstechnica.com

171–180 of 223 posts

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#171

I wonder how Germany missed the semi manufacturing train? They had literally everything: universities, manufacturing culture, expertise and supporting supply chains, cash. I forgot, they also had ASML, freaking next door!

The Germany fetish still going strong I see.

people don't want to admit that German is fell off

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#172

> $585B on new fabs, This is how overcapacity happens in a commodity. The is a rush to expand capacity to meet demand, and there will be overshoot. I hope these factories are built quickly so the memory crunch eases.

it wouldn't be overcapacity in any shape or form

people literally cant give up AI right now and paid thousands of dollar for local AI model

5 years ago people would told you crazy spends 5k on such machine, now ????? people literally encourage you

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#173

What's incredible is how much resistance there is in the U.S. to do what for other countries is the obvious strategy forward. The U.S. — after decades of seeing manufacturing being outsourced — suddenly has an incredible advantage in data centers that is producing onshore facilities that are adding hundreds of billions of dollars in annual export revenue, and instead of there being a united front to maximize that adv…

I live two miles (as the crow flies) from the site of a new construction of a data center. It’s being built by a European company. They will be installing gas turbines for power generation. Are we far enough away so that low frequency sound won’t affect our quality of life? We are seriously considering selling our home and moving. It’s a huge gamble for us. We are also noticing homes are staying on the market much longer than previously.

These data centers also get huge tax incentives because “jerbs”. Local politicians don’t understand after construction they don’t bring jobs or revenue to the city or county. This is where the resistance comes from.

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#174
post #25

Why is the whole world jumping on to humanoid robots? What am I not seeing that requires this level of investment in it?

Sex bots and disposable police. This is basically the future in every dystopian SciFi these politicians and oligarchs grew up watching. This is just living out fantasy.

why you acting like this isn't awesome ???

Cyberpunk is great game and I would like to have cyborg arm

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#175

Earlier quoted context omitted.

One thing that I will never understand - how can german population not see through all that socialist bullshit she produced, promises undelivered, how much long term harm she generated across whole Europe (not just EU). Hard push for (now visibly) failed immigration at all costs, nuclear energy rollback (and she was nuclear physicist at least by her studies) and subsequent buying of foreign coal-based electricity, fr…

okay, that is going too far she has its flaws but remember that people vote for her, so its not only her fault

Yes people voted for her, she is still very popular. Doesn't change anything I said about her negative impact on entire continent that is extremely visible.

Maybe she did tons of good so it somehow averages out, but I certainly haven't heard about it (now is your time to defend her), everybody saw consequences of her disastrous policies that affected entire bloc.

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#176

Earlier quoted context omitted.

okay, that is going too far she has its flaws but remember that people vote for her, so its not only her fault

Yes people voted for her, she is still very popular. Doesn't change anything I said about her negative impact on entire continent that is extremely visible. Maybe she did tons of good so it somehow averages out, but I certainly haven't heard about it (now is your time to defend her), everybody saw consequences of her disastrous policies that affected entire bloc.

its only hindsight, most people at those time didn't really foreseen the outcome later

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#177

I wonder how Germany missed the semi manufacturing train? They had literally everything: universities, manufacturing culture, expertise and supporting supply chains, cash. I forgot, they also had ASML, freaking next door!

The whole semi manufacturing(/electronics) supply chain moved to Asia in the 1980s.

E.g. Siemens tried to compete but lost back then in the manufacturing part.

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#178

Earlier quoted context omitted.

Yes people voted for her, she is still very popular. Doesn't change anything I said about her negative impact on entire continent that is extremely visible. Maybe she did tons of good so it somehow averages out, but I certainly haven't heard about it (now is your time to defend her), everybody saw consequences of her disastrous policies that affected entire bloc.

its only hindsight, most people at those time didn't really foreseen the outcome later

This is untrue, entire eastern EU screamed like crazy against such immigration when she started importing immigrants en masse, "wir schaffen das". France faced the same with entire communities from Maghreb, most didn't work, 0 integration even after a generation or two spent in Europe, they knew language only if it was also their native one. Nobody in the east wanted that, entire political blocs before elections formed on opposing this and other fun EU moves (remember banning regular lightbulbs without good-enough LED replacements in entire EU market? Pepperidge Farm remembers... Or cutting down most of Borneo ancient rainforest to have effin' EU-subsidized bio fuels that ruin car engines quicker? Same story, I know this is EU but Germany is by far the strongest voice in and these are typical merkel moves - big moves regardless of consequences and picking up pieces later).

East had no prior experience with migrants due to living for decades in effectively prison camp guarded by soviets, no travel or other exposition to other ways of life. We were very monolithic cultures (and still mostly are).

The voices were completely ignored and overruled by behemoths like Britain, France and most powerful voice in the bloc - Germany.

Don't revision past, I lived through it, saw masses of people getting absolutely mad pissed off and feeling helpless and unheard with arguments which over time proved them mostly correct.

I don't hold those opinions myself, some of our best friends are muslim immigrants but oh boy go to the eastern EU without camera and ask random folks on the street outside capitals, or just listen to them. Or look at election results, this gave russians and their constant influence very good arguments since they position themselves as 'guardians of traditional family values in society', regardless of how its true or not (clue - its not but thats detail here).

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#179
post #125

Earlier quoted context omitted.

Germany’s austerity policy after 2008 may be one of the largest economic blunders in history. It would be one thing if they merely committed self-harm, but they also used their pull in the EU to drag the rest of the continent down with them. Reminded of Matt Yglesias’s excellent headline from 2010: Angela Merkel Lucky the Bar for “Worst German Leader” is Very High

One thing that I will never understand - how can german population not see through all that socialist bullshit she produced, promises undelivered, how much long term harm she generated across whole Europe (not just EU). Hard push for (now visibly) failed immigration at all costs, nuclear energy rollback (and she was nuclear physicist at least by her studies) and subsequent buying of foreign coal-based electricity, fr…

> all that socialist bullshit she produced

... what? How's that the first thing that comes to mind about her, before "neoliberal", "conservative", or "austerity"? For that matter, when has the CDU ever been anywhere near socialist, in Germany or in the EU parliament?

100% agree we're still dealing with the fallout from her policies though.

Re: South Korea to spend $1T on more memory chip production and humanoid robots

#180

Earlier quoted context omitted.

The current humanoid hype don't have much substances or key technologies in it, and incumbent industrial robotics companies like FANUC are already in the process of rolling the techniques created for humanoids into their robots. I personally think this is going to be just series of incremental gains for big welding bots, and nursery equipment becoming mildly robotic, like Aperture Science wall panels, than humanoids…

Those were never techniques created for humanoid robots. Google researched using transformers as vision language action models to drive robots back in 2023 on a mobile manipulator and probably did non VLA work even earlier. This is something people refuse to understand. The shape of the robot changes absolutely nothing about robot intelligence unless it abandons the basic concept of joints and links. Continuum robots…

I really can't shrug off my suspicion since one of Chinese humanoid startups had added few female type body bumps on a robot and the online humanoid hype cluster("but does it do laundry or dishes" types) responded in panic with shared sentiments of defeat, that, those humanoid hype types might be just yearning for HBO Westworld bots, to state it with modesty, not even Data or Marvin who we can share drinks with. The absolute humanoid obsession doesn't make sense to me otherwise. The cookie cutter "humanoids are best poised for leveraging pre-existing human infra" response make close to zero sense otherwise.
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