Comments by "Martinit0" (@Martinit0) on "Asianometry" channel.

  1. The purpose of earnings calls is to calm down your investors ;-)
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  2. OK, so when do we get rid of the 30% Apple tax on iPhone app revenue? Hello USA?
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  3. Why are you looking at Apple if you want an Android phone?
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  4. They are all standing on the shoulders of giants.
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  5.  @Vin.1904  You are correct, but on the other hand Xiaomi an extremely well known brand - even in the west we know it. It would be like Apple making a car. People would trust it's a good product. What I want to say, being a well-known trusted brand makes it much easier to sell cars in a very competitive market (assuming product is not crap).
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  6. Must have slipped through editing
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  7. Not only has hardware a disadvantage due to lack of "right to repair" but software has very strong unfair advantages that are called "licensing" and "copyright" - purely legal concepts, fictions. Without copyright software would be very vulnerable. It would be difficult to make money with software if everybody could just copy software. Licensing then allows software companies to force upon customers almost arbitrary limitations in how they can use the software and what rights they have (typically almost none). You see, when you buy hardware the manufacturer cannot restrict how you use the hardware, how long, for what purpose and as a customer often you have certain minimum rights in terms of quality of the product (aka warranty). With licensed software you have almost no warranty ("as is") and it is expected and acceptable that software is defective, often without obligation to fix those defects.
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  8. I like SU8 more. It's not an SUV either. It's purely a photoresist.
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  9.  @Humbulla93  Also Nikon and Canon battling among themselves in optics and microscopy space. Hitachi doing a lot of great work in various industries. What's your air conditioner brand? Likely Japanese.
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  10. Everybody is gangsta until he mentioned lasers for inertial confinement fusion research. Those a big lasers. Really big lasers. James Bond would actually raise an eyebrow big lasers.
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  11.  @Asianometry Maybe someone from IMEC watching your channel can arrange an IMEC tour. Would certainly be interesting to have a video of that. Apart from that Leuven is worth a visit by itself, the variety of pubs, bars and beers is amazing. If you are ambitious you could even do a Europe tour, visiting ASML, as well as maybe Globalfoundries in Dresden, Germany or Carl Zeiss SMT
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  12. Bro, we have 1kW per square meter coming from above in daytime.
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  13. It's a question of time scale. If as CEO you think you need to push stock price up quickly you are more likely to engage in practices that are bad long-term (underinvesting in new products or loading company with debt to maintain dividend). If you have the long-term vision (example: Jeff Bezos) the stock price will eventually follow the businesses performance. It HAS to.
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  14. Companies go down when the products and services they provide are no longer needed.
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  15. Basically you need to know the operating settings for all the dozens machines and maintain insane cleanliness at all times.
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  16. That machine that makes the computer is (necessarily) more complex than the computer itself.
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  17. Validation is really big (mandatory) in pharma and medical devices industries. Is that the case in semicon as well?
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  18. My neighbor is technician setting up those machines at client factories. He's traveling weeks at a time. Would be interesting topic.
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  19.  @anthonyxuereb792  Pretty much every service/maintenance contract excludes reimbursement for damages due to loss of revenue or profit. You may get the spare part for free but not lost revenue.
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  20. No
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  21. Some perspective on the current state of the container shipping market by the CEO of Flexport: https://youtu.be/uSUM1mvw17w?t=1027
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  22. You could double your subscribers by pronouncing D-RAM correctly
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  23. Looks like can't blame a semicon guy on getting the geometry wrong, no?
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  24. I had a Matrox card specifically for their good 2D performance (at the time I didn't care about 3D games).
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  25. Exactly. GPT may be great for spamming Linkedin but in technology your stuff needs to be correct and LLMs are really good at giving answers that sound right and plausible but are entirely made up.
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  26. Probably also worth mentioning Disco Corporation, another Japanese firm which specializes in making the silicon dicing blades to cut the wafer down into chips. Another example of the incredible specialization that exists in the semiconductor supply chain.
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  27. US still going strong in the biotech / pharma sector as far as govt/college funding is concerned. Ever heard of NIH, Broad Institute etc? The reality is that US companies realized that it's very difficult to make money with hardware. Way easier with software and that is a consequence of a legal pecularity: instead of selling software outright you can (and everybody does) just license it for use, retain all ownership and control of the software. That gives you way more control over the customer. Whereas with hardware the minute you delivered it the customer has full ownership and control. Only Apple has figured out how to make money with hardware and that was by combining it with software and removing control of the hardware from users. That way Apple can get a 30% cut of EVERY monetary transaction on their phones for example. Imagine you manufacture cash registers and get 30% of revenue from every transaction. Back to biotech and pharma - you now realize that those sectors are likewise very well protected and developed in terms of IP and licensing and that makes it easier to defend and more money can be made and therefore flows into that sector.
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  28.  @stevebabiak6997  Impossibru! Probably the real Jon has been replaced by a voice actor double.
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  29.  @Singular121  He probably meant "in the general direction of Thailand" LOL
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  30. Also those 55M got spend most likely relatively locally. They hadn't yet got to the stage of ordering the equipment.
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  31. Please send you sales guy to Jon, I am confused what to buy.
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  32. Wow, in ONE YEAR they developed a new process node with A NEW MATERIAL. This is impossibru!
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  33. It's not that bad. We have 2 electric toothbrushes and one airfryer from Philips. I bet those toothbrushes are good cash cows.
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  34. The same could be said of CEOs some of which go out on M&A buying sprees and vastly overpay to acquire other companies. Followed either by massive write-downs or even bankruptcy.
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  35. I have to say that finding a good company name is a surprisingly difficult task. The obvious names are likely already taken. This is why we see stupid names like Twilio and Whatsapp.
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  36. You make outgoing and incoming laser beam cancel out and then a very tiny movement much smaller than the wavelength will lead to a rather large signal.
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  37. I wouldn't say "discovered immersion lithography". It's more like they decided to implement immersion optics in lithography. Immersion optics was state of the art many decades before in microscopy. Microscopy being a major line of business of Zeiss - they do offer complete microscopes and also just the optics (i.e. objective lenses). Those lenses are designed and sold as either regular air-operated or as (oil or water) immersion lenses.
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  38. I think UK makes good comedy
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  39. Newport, Laser 2000
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  40. Guys do you even have a grasp of what it means to have 250 Watts of light - let alone of x-ray light? This is incredible, if it didn't exist I would claim it's sci-fi.
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  41.  @tezcanaslan2877  That's interesting. I once worked for a European hardware manufacturer and we used to have a Japanese distributor who sold our equipment. They used to do very detailed Japanese versions of our data sheets (but of course they would confirm everything with us making sure no false data or claims were included). In fact if I wanted to know more about competitor devices best way was to go to their JP distributor website and look at their data sheets there. It was all laid out in great detail, just needed a bit of google translate.
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  42.  @FlyingPlastic356  MITI fell asleep or what?
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  43. Maybe they have many different variants and not many machines per variant. Then it can be costly to have a spare of everything.
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  44. Sam Zeelof can though: https://youtu.be/Nxz_ENnmgtI
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  45. In the 90ies I used to record radio shows onto S-VHS tape - it had amazing audio quality and could easily record 3 hours long shows. Tape cassettes were cheap too.
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  46. Radiative heat. Basically heat up some element inside, it will radiate heat even through vacuum (same way heat from the sun reaches us).
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  47. Because their goal was to create jobs, not products. This was basically the (local) government operating in communist mode.
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  48. You mean the $100 millions-dollar EUV machines.
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  49. Back to pencil and paper, Russia.
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  50. Consider that our brain is mostly a thin sheet of (many layers of) neurons wrinkeled into a ball with the matter on the "inside" being mostly interconnections.
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