Time to spread some liberty and freedom in the Netherlands.
ASML dethrones Applied Materials, becomes largest fab tool maker
21–30 of 136 posts
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#22Time to spread some liberty and freedom in the Netherlands.
Is there any need? We licensed them specifically the tech because it would have been unreasonable to have given it to the established players and because they bought SVGI.
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#23Relevant HN comment: https://news.ycombinator.com/item?id=18463181 Apparently their software development processes are terrible.
i advised one of their software-making vendors on software-organisation+culture and similars, about 10y ago. It went pretty well, but the funny thing was, The tools and environment they had to use (because of ASML) to check/test stuff, was same as it was in Motorola 25 years ago (Sun CDE /Common Desktop Env? something like that). I felt like dropped in a time machine :/
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#24Time to spread some liberty and freedom in the Netherlands.
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Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#25It 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.
The clickbaity titles are leaking into the beginning of their articles.
Eh, "burying the lede" and "key context in paragraph 28" are as old as time...
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#26Relevant HN comment: https://news.ycombinator.com/item?id=18463181 Apparently their software development processes are terrible.
Tbc, based on the comment that looks to be driven almost completely by the fact that they are making a tiny number of incredibly expensive bespoke machines, so they can't just keep extra machines lying around to do unit tests with (both because each machine is expensive, and because the results wouldn't necessarily generalize to other machines). So it sounds like a constraint of the field, not bad choices.
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#27Zeiss -> ASML -> TSMC -> Nvidia
Seems crazy that there are no alternatives for these four companies in the high end AI semiconductor supply chain.
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#28Zeiss -> ASML -> TSMC -> Nvidia Seems crazy that there are no alternatives for these four companies in the high end AI semiconductor supply chain.
Wasnt it recently announced that Nvidia will use Intel's foundry? At least for Advanced Packaging
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#29Relevant HN comment: https://news.ycombinator.com/item?id=18463181 Apparently their software development processes are terrible.
Except that link is to a story with a lot of garbage in it.
Do you have other insight? A counterpoint? Anecdote that supports a different narrative? Anything, at all, that would contribute to the conversation and support your "garbage" comment?
Re: ASML dethrones Applied Materials, becomes largest fab tool maker
#30Relevant HN comment: https://news.ycombinator.com/item?id=18463181 Apparently their software development processes are terrible.
I don't think so. Any update that is as complex, expensive and critical, to equipments such as ASML's, should be carefully examined to the teeth.