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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

#321

Earlier quoted context omitted.

One of the redundancies, and not a very high end one

Not high end, but literally 1,000% the volume of high end. It will be automotive / embedded, you know, the chips that are in everything that's not a laptop or gaming rig.

And just looking at it from a strategic point of view, those are the chips you want. Your industry runs on them, the vast majority of your industrie's products runs on it. Even more important: your military runs on those chips.

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

#322
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want to have a bleeding edge semiconductor industry in your country, first start by trying to build a boring, vanilla, outdated s…

How do they know the latter works out better vs South Korea just executed better?

Like what if SK & Malaysia took the opposite approaches? How do we know that SK wouldn't still have been the successful one, and we'd be saying everyone should take the opposite approach because that's what SK did and it worked?

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

#323

Earlier quoted context omitted.

> Is it possible that you actually don't comprehend the ramifications of eternal human labor trafficking? Probably not. I don't even know what it means/you mean.

When rich nations destabilize poor nations and incentivize cheap labor to migrate to the rich nation.

You might get more traction calling it "brain drain", since that's the more common term in at least the US.

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

#324
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.

That's not how it works. There can be a lot of good people, but all you need is one in-your-face racist encounter to ruin your decade. It's like how even a rumor of a shark will keep you firmly on the beach.

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

#325
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.

I was literally pointing out another aspect on top of what GP said of that region and ended with saying that the city is "super nice". I love visiting and still have many friends there.

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

#326

Earlier quoted context omitted.

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 be…

>> 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.

I don't think you're disagreeing with gp

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

#327

Earlier quoted context omitted.

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 be…

> 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.

You're in a bubble: https://trends.google.com/trends/explore?geo=US&q=ChatGPT&hl...

Trends on ChatGPT interest are clearly going down.

It's almost as if it isn't the Magic Beans the charlatans claimed.

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

#328

Earlier quoted context omitted.

> Is it possible that you actually don't comprehend the ramifications of eternal human labor trafficking? Probably not. I don't even know what it means/you mean.

When rich nations destabilize poor nations and incentivize cheap labor to migrate to the rich nation.

Poor nations are exceptionally good at destabilising themselves - as a person from one of them. The idea that they are getting mistreated would be music to the ears of our ruling elites - perhaps hinting that they might get their "virtual slaves" back from Europe.

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

#329
post #273
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…

Sorry to hear that. I wasn't trying to downplay the issue, I was just recounting from own experiences just visiting the cities (Leipzig, Dresden) multiple times. > The city itself and university are super nice though. Then, I hope this will get more widespread :)

I wasn't implying you downplayed anything, just wanted to add nuance to your insightful comment.

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

#330
post #164

Earlier quoted context omitted.

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…

> 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%. Is demand for electronics finally dropping? I want to be able to buy a 3 year old Nvidia low-range GPU at below MSRP...

> Is demand for electronics finally dropping?

Unfortunately, it is likely to be limited to flash storage. The $/GB value has fallen to historic lows for all manner of solid-state storage devices.

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