201–210 of 526 posts
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France has Mistral, it might actually be a perfect 1-2 EU combo, the French do the aesthetics and the Germans do the engineering.
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Yes, It's a sterotype to say that the French have great aesthetics/are good at "art" and Germans have great engineering/are good at "maths and science", but it's a positive one for both.
Great to see they coming to Germany. If Tesla could build a car factory here from scratch, I'm sure that they can build chips too. Curious why they've chosen Dresden though. Anybody knows how much the government is willing to invest? Missing some tangible figures.
Did Tesla ever finish that German factory? Last time i read about it no one wanted to work there...
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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 t…
[Edit] Couldn't find a research paper on GDR chip production and costs in $ vs. Mark.
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…
Well, ASML is primarily and rightly very concerned that once "China" has their machines they'll attempt to reverse engineer them, ignore any western patents and IP and try to build 'Chinese chip machines'. It's happened to many industries, from Lego to fashion to hi tech. Hell, apparently there's even Chinese Knock-off Movies.
So, above everything else, there's a legitimate concern for ASML that once they move or deliver too much into China, they'll enable their own competition.
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…
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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…
HUGE mistake for TSMC! Don't forget that german authorities hate entrepreneurs and they will do whatever possible to make their life as excruciating as possible. Communism ideology founders (Marx, Engels etc.) were all born in Germany and this is not a coincidence.
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…
Just weird to me that they build in Germany. Germany basically pressed "delete" on (clean) energy for the coming decades and has very little capacity to seriously expand their energy conversion.
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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…
First, what is your definition of neoliberalism? Second, why do you think a country like Germany (where the ratio of government expenditure to GDP is around 50%) can be classified as “neoliberal” in the sense you mean it?
Germany was certainly less damaged by neoliberalism (which is an ideology, actual practice might be different) than the US and UK, who were the major proponents of neoliberalism. I think the reason was that Germany has tripartism, which makes union-industry negotiations less antagonistic.
But, the Eurozone was built according to neoliberal principles (and associated austerity policies), and the results were catastrophic for the EU. That's why we (I am Czech) need to snap out of it.
Ha-Joon Chang and George Stiglitz describe the problems of neoliberalism as a strategy of economic development in their books.
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…
This has absolutely nothing to do with AI or LLMs. Generally these are automation chips for machinery or vehicles.
"Microsoft made him walk that one back real quick"
This sounds like a weird fan fiction. OpenAI openly negotiates with EU governments. No one walked back anything.