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

  1. Because Korea ramped in those technologies. Japan was good but Korea was gooder and faster and their workers work at least as hard as Japanese.
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  2. A gallon is like a very obese liter.
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  3. The IP
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  4.  @Asianometry  Not investing is a big mistake.
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  5. Vacuum tubes need a lot of power, those filaments need to be heated to emit electrons. Also not as reliable if you have thousands of them. Consider that the filament will slowly evaporate unless you drive at very low emission setting. Similar failure mode for light bulbs, which also have a filament but optimized for light emission not electron emission.
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  6. Wait until you realize that at these scales and speeds a wafer doesn't behave a like a solid piece of matter it's more like a jelly at nanometer scale and you need to account for that as well.
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  7. Well it seems that the American companies just couldn't their make their machines work - even with favorable orders from Intel. At the end of the day stuff has to work or there is no business.
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  8. I looked into this a while ago and found Amkor (AMKR), ASE Technology (ASX) and United Microelectronics Corporation (UMC). Search for "OSAT (Outsourced Semiconductor Assembly and Test) market".
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  9.  @havencat9337  Intel can't execute. $$ and influence don't help if you just can't do it technically.
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  10.  @Amidat  The ASML light source relies on a drive laser from Trumpf, Germany although the tin droplet EUV generator is from ex-Cymer, USA and the imaging optics is from Zeiss, Germany and all are sole suppliers. However, core IP is held by EUV LLC, USA and that will also keep Canon and Nikon from bypassing US rule. Details here: https://www.laserfocusworld.com/blogs/article/14039015/how-does-the-laser-technology-in-euv-lithography-work
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  11. What's the upside of being talked about when you only have a handful of customers that you already know very well and they already know you. The only upside I can see if they can attract more investors into their stock.
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  12.  @wesleyw.terpstra1902  Can you not fold a SRAM cell along one line, i.e stack two halves on top of each other to save area?
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  13. Not if they are paid in options. Unfortunately many CEOs are paid directly in (free) stock and often immediately sell the stock for cash (which obviously is a drag on the stock price)
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  14. I actually found a YT video of Polish guy to figure out how to pronounce his name correctly: https://youtu.be/Qg48Xe6U5qs?si=FUDlfES9ilYAgFEh&t=85
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  15. Gammy ray lithography
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  16. Don't poke the bear or he will release the DRAM.
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  17. Gotta get all ducks in a row with suppliers and customers and the entire eco-system of related machinery.
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  18. There exist wafer and mask repair tools, e.g. https://www.youtube.com/watch?v=le6JM5RpMwk
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  19. But Globalfoundries is still operating those fabs in SG, so not really a loss, just change of ownership.
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  20. Also, more metrology and software to correct https://youtu.be/PsaOWZv9vH0?si=KTAA6bA6ABF2MlU1&t=765
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  21.  @McKon.  Do they even let you in the cleanroom after you smoked (weed or cigarettes)?
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  22. Recently, Americans have started to make good cars. Also they make lots of the machines that are needed by those chip manufacturers.
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  23. Bro actually dug up the original 1952 FET paper from Shockley. Not bad.
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  24. Isn't that great? You sell overpriced spares on customer's inventory instead of you own inventory.
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  25. So the actual benefit of using high-k gate dielectric would be? Is is that the electric field is lower in the volume of the dielectric but then higher at the interface of dielectric-channel?
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  26. Basically the Chinese government payed for solar panels to be cheap for the entire world. We have to thank the Chinese here. We wouldn't be where we are today with solar if prices had stayed like in the early 2000s.
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  27. It's likely driven by the E.U. funding model where it's advantageous for proposals (to be funded) if you have more and diverse collaborators (diverse in the sense of a mix of industrial and research institutions). Regarding the photo and mini-biography I believe that depends more on the journal where the paper is published (you don't get a photo and mini-bio if you publish in PRL, for example).
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  28. No, I think they want to slowly raise the amount of VRAM with every generation, to keep up demand. Also large amount of RAM is typically needed by AI applications, so giving consumer GPUs low amount of RAM naturally prevents use of consumer GPU for serious AI workloads.
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  29. Also GPUs need to hit certain price points. If you add more RAM than absolutely needed you'll have a premium card (which indeed are those with more RAM).
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  30. Heidelberg Instruments
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  31. Bruh!
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  32. Private jet is more realistic. We hear Tesla and SpaceX used Elon Musk's private jet several times to get time-critical spare parts.
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  33. There cannot be too many stone-writing videos
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  34. Why ASML clone? There is quite limited demand for litho machines, especially EUV. If you add a second company, units shipped will be half for both. What we really need is a NVIDIA clone, pronto. They are the actual price gougers.
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  35. Did you miss the part where he said that Infineon already made this kind of (niche) chips in Germany?
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  36. Anything below 8.0 on IMDB is not so great
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  37.  @katarn848  How about gravitational lenses. They bend everything.
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  38. How is a creative policy going to help if the companies can't make their machines work?
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  39. Biggest question not answered: who was left holding the bag?
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  40. They have great technical universities, TU Delft, Eindhoven, University of Amsterdam and research institutes like AMOLF and ARCNL (where ASML is also involved). Also their way of organizing research groups is somewhat different from many other countries: it's less top-down and researchers (including PhD students) have more autonomy
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  41. The deer stumbled!
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  42. How much resale value for a 7 year old car in percent of original purchase price? I doubt it's a lot.
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  43. No, they couldn't get enough customers to commit. Those potential customers knew the supply was artificially suppressed and could be quickly brought back to high supply. So investing in a fab was a high risk not only technically but also financially.
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  44.  @dirk2518 How is that different in other countries? Where is it that a local government cannot support local businesses or research centers?
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  45. "Arf" ! Nooo - it's pronounced "Argon-Flouride".
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  46. Imagine in 2024 customers forcing Nvidia to make a second source arrangement for their latest GPUs
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  47. This Intel + AMD story just shows that a single competitor can lead to better prices and outcomes for customers, WHILE both companies remain viable (Intel still made a ton of money while AMD struggled more but survived). It Intel was allowed to keep prices very elevated the PC boom might not have played out as violently as it had.
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  48. Man, I really really need a new computer. Have been hodling off since the pandemic and also because AMD CPUs were crazy expensive. Also need far more RAM than before. Did we mention that gamers have massive pent up demand in GPUs because ETH crypto miners have been snatching up all high performance cards? Also Win 11 coming out. That should drive hardware upgrades too.
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  49. It was really crazy. My first computer an Amiga 2000 had a bare 68000 CPU clocked at 7 MHz with no heat sink, just a regular plastic DIP. There was no floating point and no cache. Commodore went bankrupt because they could not keep up with the pace of innovation.
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  50.  @JMurph2015  Stock buybacks are paid from free cash flow, the money left over after all operating expenses AND capital expenditure (i.e. investing in...). It's the last thing (together with dividends) to consider if you don't know what else to do with all that money.
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