Earlier quoted context omitted.
> Altman himself threatened (for a brief period) to cut off GPT to the EU after Italy rightfully brought up issues with data privacy. This wouldn't be a big deal. GPT is not some one-of-a-kind leaps-and-bounds ahead of everyone else ground-breaking technology.
Still in denial? I have a hard time understanding the people who visit this website and havent used the technology.
TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
221–230 of 526 posts
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#222Earlier quoted context omitted.
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.
This is false. Germany is one of the few countries making real progress towards a commitment to clean energy by 2050. I think you're uninformed about the details and failing to grasp the plan beyond a couple of headlines you saw.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#223Earlier quoted context omitted.
All this while demand is not growing like it once was. Lot of these projects will bomb. And the west doesnt have docile easy to dominate labour that east asia has. They will never achieve the same margins. And as soon as China-Taiwan chapter is over, corporate robots will happily return.
> And as soon as China-Taiwan chapter is over That's a very strong prerequisite though… It may not be over for several decades to come.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#224I wonder why they chose the country with the second worst electricity CO2 wise? Unless it’s for cars?
Chip fab locations are about water and talent. Electricity sources are pretty fungible. The former not so much.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#225Earlier quoted context omitted.
> the US has been talking about bombing TSMC themselves[] The U.S. said nothing of the sort. One Congressman, in the minority no less, did.
Of course there is a plan somewhere for this kind of thing, that's how war works. But an idiot fringe congressman spouting such things does not make a credible threat or say anything about the actual intentions about the country, just a good way for somebody to get attention or some points from one hardline group or another.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#226Earlier quoted context omitted.
These days are over - they ended with the war in Iraq. In the 80s the US said "Jump!" and western Europe asked "How high?".
Europe is still doing it, and when they don’t the us applies pressure through its closest European Allies. The us is very much still involved in classic Cold War stuff in Europe. The Ukrainian war has been very good to American exports of arms and liquid gas.
By "exports", do you mean donations? https://www.bbc.com/news/world-us-canada-64656301
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#227For those unfamiliar with the region (Saxony, Dresden): A registered association ( e.V. in German) bluntly named "Silicon Saxony e.V." (est. in 2000) with over 450 members headquartered in Dresden pretty much sums up the infrastructure and ambition.[0][1] As pointed out the process TSMC’s 28/22 nanometer planar CMOS and 16/12 nanometer FinFET process technology (fabrication will begin in 2027) is not "cutting edge" b…
I've witnessed visiting Indian colleagues of mine being threatened on the street for having dark skin and racist demonstrations are a weekly occurrence. I eventually moved away (among other reasons) because I didn't want my kids to grow up in this environment.
It was quite difficult to hire international talent there for the same reasons.
The city itself and university are super nice though.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#228Along 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 for chips that are something along the lines of 4 generations old, and that's ignoring that they won't start manufacturing until 2027... 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 any…
AMD is already there and Intel is building in Lower Saxony. Must be something about the region, perhaps the chemistry since the Erzgebirge has a history in mining. Meisner Porcelain for example beat Venice and replaced good old China (pun intended).
> No one walked back anything.
I'm not sure about that (haven't heard this story).
My impression is that EU sticks to discretion very much, and they aren't free from corruption. The US on the other hand is not known to play nice with matters of law in international affairs (Edit: shouldn't have said "international law").
Taiwan is a partner was the point, I believe. Of course they aren't going to give away the crown jewels either.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#229Earlier quoted context omitted.
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 warn…
Insufficient at the price TSMC is willing to pay for all those hours. The neighborhood around ASU in Tempe, AZ is chock full of fabs that have been built or expanded recently. Please take the “hollowed out workforce” to a different discussion where it actually applies.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#230Great 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.
> If Tesla could build a car factory here from scratch, Did Tesla ever finish that German factory? Last time i read about it no one wanted to work there...