431–437 of 437 posts
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Either incorrectly worded, or very poorly worded. It's a open question as to which one.
language exists to convey a shared concept, you don’t think the sentence means “it’s a lot of money for ASML to risk losing?” and wouldn’t have been mentioned if it meant inconsequential or small?
Bad investment IMHO. Mistral was started by people who cheated on benchmarks with their Llama 1. It showed as they had the head start but fell far behind Gemini, DeepSeek and Qwen teams.
Are you referring to the llama 4 cheating ? I cannot find any reference to llama 1 cheating
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That’s true, but not very relevant. Mistral is not in the business of selling their free models. What they are doing for large companies is building datacenters and providing their proprietary models trained on proprietary and confidential internal knowledge and fine-tuned for specific tasks. No sane European organisation would let a Chinese company do this, and American ones are less and less appealing. There is a s…
It's very relevant if any other EU firm can take open models (regardless of provenance) and fine tune them in the same way. Mistral really needs to be producing at-or-near SOTA models for them to be differentiated at all, and they are not.
I don’t care whether the LLM can have "PhD level thoughts" (lol) or is able to code golf like a Facebook engineer. It needs to be able to do its task (so all the infrastructure around the model matters just as much as the model itself) efficiently (so small models have an advantage). There are billions of weights in general-purpose models that are irrelevant for specialised uses.
The way to go is efficient models adapted to their task. It’s exactly the same thing as for industrial robots. Geeks get excited every now and then about humanoid robots, but in the real life we don’t need robots to stand on two legs or our LLM to cite Shakespeare.
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This. Absolutely majority of IP in this field belongs to intel, IBM, KLA and Lam research. Everyone else is a licensee. This is one of the reasons us and allies are desperate to keep bailing out intel, or get it acquired by another american company.
The linked article clearly states the export ban is the result of the US convincing other countries, such as ASML's host country the Netherlands, to join their export controls. I'm not sure why European countries signed this deal, given that the US still started trade wars a few months later. Maybe they had more faith in the American electorate than they should've had.
U.S export controls have a foreign direct product rule. If your product directly depends on US IP/tech then US export controls apply to you too. ASML's EUV machines depend on a lot of U.S ip and tech. These range from patents from the EUV consortium days, all the way to today where a lot of the components are designed or patented by the US (intel, ibm, applied materials, lam, KLA, [1]). Thus, export controls apply whether netherlands likes it or not.
In EUV litho, the strategic I.P - and what IP is a strategic chokepoint is subjective, so IMHO - is 50% EU, 40% U.S and 10% Japan. More than enough for FDPR.
See ECCN 3B090 (2022) for lots of extra restrictions placed beyond this, specifically targeting semicon manufacturing exports to PRC, such as the presumption of denial clause.
[1] and cymer. Altho they were acquired by asml their IP remains san diego based aiui.
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I agree with the OP that it sort of is. Moving around in the EU is a lot more difficult than moving around the US, so a lot of great talent just doesn't want to.
I've worked a bit in Poland and UK (before Brexit) and all i had to do was to take a plane and fly to the target city. I do not remember having any particular difficulties, if anything finding a place to live was the hardest thing but that is an issue with moving in general (including within the country), not moving across EU. I'm not into traveling but i'm pretty sure i can grab a plane/train/bus/whatever and go any…
> The collaboration between Mistral AI and ASML aims to generate clear benefits for ASML customers through innovative products and solutions enabled by AI I don’t know much about lithography which is why I ask - what is an AI supposed to do in a lithography machine? Does anyone know?
Not in the lithography machines probably, but more likely in surrounding equipment and in the business itself.
Some ideas:
* Augment metrology division with a trained model for analysis of the (enormous!) amounts of wafer measurement data
* An extra layer of error detection and possibly correction at all sorts of levels, from wafer alignment on the wafer stage to pre analysis of recipes that are about to be run.
* Something that cleverly digs through the pile of log messages and reports on impending issues that haven't manifested themselves yet in terms of yield loss
* Ideally, deep code analysis to find performance, Cpu or memory issues in the ASML codebase that a human hasn't detected yet because the code base is just too huge. (An engineer usually gets only access to a small part of the codebase, and none - not even read access - to other parts.)
* Dig through the ticketing system (another place where you could easily drown in information overload) to find relationships between tickets, mark potential duplicates and notify of bugs instructing a critical path.
* And of course, replace the first line personnel in the outsourced IT support departments. PC not working? Talk to the LLM first (instead of calling someone), and it'll triage and dispatch
This is all assuming happy flow of course