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

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341–350 of 526 posts

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

#341
post #233
post #137

Earlier quoted context omitted.

Nothing wrong with state subsidies, EU has just not been good at them historically (e.g. Galileo), and there is reasonable doubt that it is going to be better this time, as what they invest in is far from being a cutting edge technology.

What are you talking about? Galileo is a big win for the EU, even after taking into account the initial problems.

I'm just curious but what about it is a big win?

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

#342

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…

You sound like a cryptobro 5 years ago. Everything you're citing is pure hype.

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

#343
post #196

Earlier 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.

Germany has build more PV capacity in the last three years than the total nuclear capacity it ever build, and the numbers are increasing thanks to regulatory cutbacks by the current government. Meanwhile new nuclear reactors cost 4 times as much as renewables and take decades to build. So stop spreading FUD.

I don't disagree with your argument, but capacity is a useless measurement. Without considering the capacity factor you might as well be comparing apples to zebras.

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

#344
post #334

Earlier quoted context omitted.

The USA has guaranteed the demise of Taiwan by making it the next target of a global war. Everyone knows that China is not going back on a territory that is theirs by international treaties, and the US has practically declared they will fight to separate Taiwan from China. The only thing that remains for Taiwanese companies is to move from homeland into other countries as a way to survive. Actually, this is probably…

To make Taiwan less critical makes it less attractive as a target - China won't be able to damage the US so much by taking Taiwan. It will be harder for China to force other people to accept their action.

This doesn't make Taiwan less critical for China. They will continue to defend Taiwan as part of China for the foreseeable future.

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

#345
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.

The USA has guaranteed the demise of Taiwan by making it the next target of a global war. Everyone knows that China is not going back on a territory that is theirs by international treaties, and the US has practically declared they will fight to separate Taiwan from China. The only thing that remains for Taiwanese companies is to move from homeland into other countries as a way to survive. Actually, this is probably…

>Everyone knows that China is not going back on a territory that is theirs by international treaties

When you said China, which China are we talking about?. the fact is, Taiwan and China is still in a Civil War.

    The United States did not explicitly state the sovereign status of Taiwan in the three US-PRC Joint Communiqués of 1972, 1979, and 1982.

    The United States "acknowledged" the "One China" position of both sides of the Taiwan Strait.

    U.S. policy has not recognized the PRC's sovereignty over Taiwan;

    U.S. policy has not recognized Taiwan as a sovereign country; and

    U.S. policy has considered Taiwan's status as unsettled.
https://en.wikipedia.org/wiki/One_China#United_States_policy

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

#346
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.

Left leaning and racist aren't mutually exclusive.

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

#347

Earlier quoted context omitted.

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.

Do an s/racist/homophobic/ and you have a justification for being a jerk to muslim immigrants.

Ethnic Germans are just as much a threat to LGBT people than fanatic Muslims are, and it's not just the former GDR where reactionary and fascist attitudes bloom.

I had to spend half a year in the ass cracks of Niederbayern... not something I'd like to repeat. People openly talking "something like that (i.e. LGBT) wouldn't have been a thing under Hitler" over their beers or someone shouting Sieg and the full pub responding Heil ("Sieg Heil" was the verbal Nazi salute) is common there.

And then, these very same people have the audacity to complain that "the gays" lure their children away to the cities... no you moron, you shouting Nazi salutes in a pub does.

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

#348

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.

USA (and yes, I know they are building some here already). Maybe UK as well.

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

#349

Earlier quoted context omitted.

You're wrong, your parent is correct. NL government had to block sales of ASML EUV machines to China on the US's request since they didn't want to enable China build advanced chips. ASML definitely wanted to sell to China to increase their quarterly revenues but couldn't because the US owns the IP for the EUV tech and ASML's EUV light sources are made by CYMER in the US, which ASML bought but they're still under US t…

In the grand scheme you are correct - there is enough US corporations' tech in ASML machines so that the US government has enough leverage to force ASML to comply with its export restrictions. But your details aren't exactly right, I think. Cymer builds light sources for DUV, not EUV. The EUV light sources are built by Trumpf in Germany, at least as far as I know.

You might want to read the situation and history in ASML's own words:

https://www.asml.com/en/news/stories/2022/making-euv-lab-to-...

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

#350

Earlier quoted context omitted.

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.

Do an s/racist/homophobic/ and you have a justification for being a jerk to muslim immigrants.

I'm a little confused -- how do we get from "it takes one homophobic reaction to deeply affect someone", to "if someone is deeply affected by one homophobic reaction from a population, we should be a jerk to the entire population?"
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