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TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

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Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#261

Post by exceptione »

cpursley wrote: post #244
yk wrote: post #238

Earlier quoted context omitted.

The technology is roughly 10 years behind, but in the scenario that the replacement capability becomes important is something like Trump fumbles the great power competition and US and China have a nice nuclear moment. And frankly making do with Haswell era CPUs is lamentable but as far as nuclear exchanges go not that bad.

[flagged]

It is a bit off-topic, but the Biden admin hasn't done anything like that indeed. In fact, nuclear exchange is self-destruction. No one is stupid enough to do that, even Trump wouldn't be. So parent's remark is off.

For chips to be blocked going to Germany doesn't thus require a nuclear exchange. You rather should think of smth like military aggression from China towards Taiwan.

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#262

Post by [deleted] »

murkt wrote: post #252
KingOfCoders wrote: post #115

Earlier quoted context omitted.

The collapse of the GDR has many reasons, mostly it ran out of money during the 80s. There have been several reasons for running out of money, e.G. taking on massive credit in the 70s to produce more consumer goods and build flats (the reason Honecker was very popular after his coup against Ulbricht), which it had problems to pay back in the 80s. Also minor things like spending millions on importing coffee (all exper…

Thanks so much, really informative! I need to read up on economies of Warsaw bloc countries. For some reason I’ve never even heard about a Poland bankruptcy in 1980-81, and I’m from Ukraine (so I’m more than familiar with goods deficit, sadly).

[deleted]

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#263

Post by KingOfCoders »

murkt wrote: post #252
KingOfCoders wrote: post #115

Earlier quoted context omitted.

The collapse of the GDR has many reasons, mostly it ran out of money during the 80s. There have been several reasons for running out of money, e.G. taking on massive credit in the 70s to produce more consumer goods and build flats (the reason Honecker was very popular after his coup against Ulbricht), which it had problems to pay back in the 80s. Also minor things like spending millions on importing coffee (all exper…

Thanks so much, really informative! I need to read up on economies of Warsaw bloc countries. For some reason I’ve never even heard about a Poland bankruptcy in 1980-81, and I’m from Ukraine (so I’m more than familiar with goods deficit, sadly).

Yes do! I think too many different things have been lumped together in "the fall of the iron curtain". Every country of the "Warsaw Pact" (NATO speak) was in a different state with different problems, e.G. Poland had a strong opposition with the Solidarność movement, the GDR had some opposition with a environmental movement (which later became the freedom movement) (I don't know about Bulgaria and Hungary etc).

What unified them was the threat of the Soviet Union to intervene on behalf of their governments if there would be danger to the state.

When that threat broke away with Gorbachev, the states collapsed at the same time in different ways (e.G. Ceaușescu was killed, Honecker went into exile) and for different reasons (although the overall driving force for more wealth and freedom was the same).

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#264

Post by hutzlibu »

FirmwareBurner wrote: post #239
jupp0r wrote: post #227

Earlier quoted context omitted.

Having lived there for a decade, I must point out that you are painting a very one sided picture of the region. It's also a hot spot for Germany's populist right. 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 environme…

Question: does that mean there are no indian restaurants in Dresden?

There are, but why is that related? You mean because they all did not burn down yet, proofs the racism is not so bad?

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#265

Post by locallost »

zsz wrote: post #169

This is quite a surprise. Germany is currently reeling from poor economic conditions including high inflation rates, skyrocketing energy costs, a measure of pessimistic disillusionment vis-a-vis their elected leadership, etc. This is also related to a general sense that businesses are exiting the German market due to burdensome regulations and rising cost of doing business (in large part due to spiraling energy costs…

The energy costs are not skyrocketing, they've been steadily going down for a while now. Plus, it's not really an exclusively German problem.

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#266

Post by hutzlibu »

FirmwareBurner wrote: post #260
mainframed wrote: post #257

Earlier quoted context omitted.

There are. Why wouldn't there be? There are a lot of minorities in Germany, which (sadly have to) accept daily racism. Thankfully, at this point violence against minorities (~800 right extremists violent crimes in 2022 in whole Germany) is not as high such that people consider moving away. And if you get a job there and this is your ticket into immigration, probably a lot of people will accept this to get German citi…

>There are. Why wouldn't there be? Because he said Indians are attacked on the street in Dresden. If that's the case why would you move and open a restaurant there if you're Indian? Or was he exaggerating the issue?

"If that's the case why would you move and open a restaurant there if you're Indian?"

Because some things do not show immediately and officially all is fine in Dresden. Also the racism that was hiding for some time now shows itself very openly.

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#267

Post by krater23 »

FirmwareBurner wrote: post #239
jupp0r wrote: post #227

Earlier quoted context omitted.

Having lived there for a decade, I must point out that you are painting a very one sided picture of the region. It's also a hot spot for Germany's populist right. 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 environme…

Question: does that mean there are no indian restaurants in Dresden?

Oh there are. When you want a really good one, just go to the one on the Alaun Park.

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#268

Post by hutzlibu »

coryfklein wrote: post #245
dav_Oz wrote: post #178

For 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…

In How Asia Works[0], they contrast how Malaysia tried to modernize by jumping straight to high-tech steel factoris with how South Korea modernized by starting small – basically by making shitty cars – then scaled their way up. Turns out the latter simply works much better. My take, if you want to have a bleeding edge semiconductor industry in your country, first start by trying to build a boring, vanilla, outdated s…

Dresden actually has a history with making chips:

https://en.m.wikipedia.org/wiki/VEB_Robotron

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#269

Post by UncleOxidant »

sirius87 wrote: post #3

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.

Having so much reliance on advanced semiconductors from an island that's potentially going to be invaded by China doesn't seem like a great plan for the US and Europe. It absolutely makes sense for both the US and Europe to incentivize production in their own countries to diversify. If the fabs in Taiwan were to be damaged without building up this domestic capability we'd have a tough time defending Taiwan after a while anyway.

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#270

Post by hutzlibu »

flo123456 wrote: post #251
jupp0r wrote: post #227

Earlier quoted context omitted.

Having lived there for a decade, I must point out that you are painting a very one sided picture of the region. It's also a hot spot for Germany's populist right. 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 environme…

Still living here I must point out that you are pointing an equally one sided picture. While all of what you say is true and problematic, there are people from all over the world living in Dresden and some parts (especially Neustadt) are politically rather left leaning.

"there are people from all over the world living in Dresden and some parts (especially Neustadt) are politically rather left leaning."

Nu, nu. But do you talk with them about their experiences?

And sure, you will be fine with a dark skin in the Neustadt and Hechtviertel and co.

But move out of that bubble and you have to be prepared to face a different culture.

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