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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

#311

Earlier quoted context omitted.

Still in denial? I have a hard time understanding the people who visit this website and havent used the technology.

The people most hyped on GPT are the people who see the potential for it if it continues to get exponentially better - which Altman himself pretty much said it won't.

> GPT is not some one-of-a-kind leaps-and-bounds ahead of everyone else ground-breaking technology.

GPT 3 and 4 were already exactly that, leaps and bounds ahead of everybody else.

GPT 4 shocked the connected planet and massively disrupted plans across the tech industry globally. Version 4 has been every bit as disruptive as the iPhone (which completely altered the trajectory of the phone & mobile markets).

It has been talked about from coast to coast across the globe non-stop since its release. Covered endlessly by every major media outlet in the West. GPT this, AI that, non-stop since V4 sparked enormous consumer attention and debate.

It has dozens of major companies and open source groups desperately attempting to copy it or catch up to it.

It has governments terrified of AI and attempting to quickly place regulations to control it.

It has programmers - one of the elite, highest paying professions in the world - running scared that half the software development jobs in the industry are going away in the next decade (they are).

1.3 million software developers in the US earning a median of $115,000 before benefits ($200+ billion in total annual compensation for that employee pool). Half of those jobs, at a minimum, will be eliminated by this type of AI, and it was GPT 4 that made it clear it was not just a far-off premise.

Its the first highly potent consumer AI product. Over one hundred million people quickly signed up to use it. There hasn't been anything remotely close to it so far (Siri and Alexa have been barely useful jokes by comparison).

The same people that like to pretend Tesla didn't spark the electric car revolution, and like to pretend Apple didn't spark the smartphone revolution, like to pretend OpenAI didn't just set off a revolution in AI.

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

#312
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.

Neustadt is marketed as some left leaning paradise to outside investors of Saxony's liberalism. But as Indian guy in Germany around 2 years back, that was exactly my experience in Saxony. I have lived across all of Germany over the past few years, and nowhere did I face any hostility compared to Saxony and East Germany in general.

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

#313

Earlier quoted context omitted.

I've been forwarded this piece of apparently bad news recently: https://www.extremetech.com/gaming/report-nvidia-has-practic... So I wouldn't hold my breath.

Why would people not just buy AMD GPUs instead ? It's not like they are much worse, in fact last I checked it was Nvidia GPUs that were problematic if you had Linux in mind !

One reason is CUDA.

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

#314
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.

These fabs are going to be built, with or without TSMC. I do have a bit more confidence in the long term success of US fabs, compared to the EU one, but there's a good chance that both will succeed, to some extend.

The Taiwanese government can attempt to prevent TSMC in participating, but what good will that do? Might as well ensure that TSMC at least have a hand in it and avoid customers leaving for another manufacturer. TSMC can then offer fabrication, maybe it's in the EU, maybe it's in Taiwan, the important part is keeping the customer and not allowing competitors to establish themselves.

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

#315
post #188

Earlier quoted context omitted.

Nowadays you need AI chips in cars too.

But cheap ones, not the best.

It's actually a little fun. HN is always quick to point out when someone is over thinking software architecture, but for chips we're apparently blind to the fact that most of the chips in the world are pretty underwhelming, but gets the job done.

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

#316

Earlier quoted context omitted.

> eternal human labor trafficking What does this mean? Are there people being trafficked in eastern Germany?

Yes, and it's nothing new.

Apart from just your statement this is the first time I hear about this. I mean there is trafficking everywhere but you statement makes it sound like it’s on a much grander scale. Care to provide more info?

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

#317

Why there? Germany has some crazy labor laws, they will be in for a surprise long term.

They aren't that crazy, where else would you build them... France, Italy? German labor laws are pretty average for western Europe.

You need stability, skilled and productive workers and it wouldn't hurt to have a chemical industry, Germany has all that.

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

#318
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.

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…

Wasn't there a whole DRAM price fixing cartel that blew up recently?

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

#319
post #179

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…

> putting together the pieces they need to keep up with AI and maintain their ability to leverage their control mechanisms upon the FAANGS. from the press release itself: > ESMC marks a significant step towards construction of a 300mm fab to support the future capacity needs of the fast-growing automotive and industrial sectors, with the final investment decision pending confirmation of the level of public funding fo…

> it's a 300mm fab.

300mm is larger than a vacuum tube!

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