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Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by dontupvoteme on Tuesday August 08, 2023 @09:39AM (#37048807)
Along with (hopefully) that french startup founded by the LLaMA guys, the EU is putting together the pieces they need to keep up with AI and maintain their ability to leverage their control mechanisms upon the FAANGS.

Realpolitk wise they absolutely cannot risk regulatory capture to a few select firms on the west coast of the USA

We'll also probably get a lot better support for languges which aren't english, an entire other scary effect of LLMs is the potential to accelerate language death

Very nice to see.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by Nux on Tuesday August 08, 2023 @09:45AM (#37048875)
I think AI is an afterthought here, if at all. Automotive is the main target and to a degree IoT. They couldn't build cars during the pandemic due to broken supply chains, that's when their lightbulb went on afaik.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by berkes on Tuesday August 08, 2023 @10:12AM (#37049244)
But isn't a lot of modern automotive all about ai? Stuff like image recognition on camera's and sensors, error prediction, data-aggregation and, in future, self-driving?
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by qwytw on Tuesday August 08, 2023 @10:21AM (#37049366)
You're not going to run that AI on chips made in fab which will be already outdated by 15+ years when it's opened.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by Vespasian on Tuesday August 08, 2023 @11:14AM (#37050248)
Not really.

Most tasks in a car do not run on high speed cutting edge chips.

A few random examples:

- adjusting your side mirrors - the control of the AC cooling unit and speed of the fans - electronically adjustable seats - parking sensors (the beeping kind) - wiper controls - engine controls (ice or BV) - inverter (BV)

All of those require electronics most require a microcontroller but not the latest 3nm Snapdragon.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by martin8412 on Tuesday August 08, 2023 @04:45PM (#37055206)
Most of the stuff in a car could run on a 6502. The rest will run on something akin to the NXP i.MX8. Not at all cutting edge, but more than sufficient.

It is more than fast enough to process input from sensors and it has hardware support for video.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by parl_match on Tuesday August 08, 2023 @06:01PM (#37056033)
eh, modern ECUs, accident compute, etc are doing timing and tuning calculations in real time such that you need something a little more adequate. A 40mhz PowerPC CPU with an FPU, for example.

Aside from mandatory ADAS, most cars can definitely get away with "90s tech" but probably not "80s tech"

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by martin8412 on Tuesday August 08, 2023 @06:37PM (#37056410)
The 6502 in my argument was meant for something like controlling seats or mirrors.

The ECU obviously needs more compute power. That said 6502 was an over exaggeration.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by parl_match on Tuesday August 08, 2023 @07:22PM (#37056791)
fwiw modern car buses have signing and authentication - using a shared bus significantly lowers car weight and increases reliability, but also introduces security challenges. signing operations are too expensive for a 6502
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by croes on Tuesday August 08, 2023 @09:47AM (#37048908)
The fab is supposed to supply mainly the automotive industry, who made the mistake of cancelling their orders during Corona and were then surprised to find that the capacities were allocated elsewhere when they wanted to order again.

They will still have the same problem, but they don't think that far ahead.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by r0b1n on Tuesday August 08, 2023 @10:01AM (#37049105)
It isn't even thinking ahead. It is pure, plain and simple arrogance, of the most despicable and stupid kind. The German auto producers are used to be able to strong-arm politicians and their suppliers. What they say goes, because usually they can threaten whole regions with unemployment and whole companies (the ones that produce car-parts such as seat cushions or engine parts mostly/only) with bankruptcy. Don't want to accept a mandatory 20% price reduction mid-contract? We'll just delay payment until you do, good luck surviving long enough for the courts to recognize your claim...

With chip makers, it is different, because chips can be used in lots of different products and there is lots of demand from all corners. So car makers tried their usual strong-arm tactics and failed miserably. Chips being a sellers market, after all. After which car makers went whining to their politician puppets, getting them to OK billions in subsidies for "supply chain security".

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by croes on Tuesday August 08, 2023 @10:15AM (#37049279)
Yes, the german automotive industry is used to extort and exploit their suppliers.

It must have been a shocking experience for them that chip manufacturers have alternative buyers.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by thenaturalist on Tuesday August 08, 2023 @10:07AM (#37049172)
The nice thing about this situation and one that is not appreciated by enough people in the economy is that it's not a zero sum game.

Two things can be true at the same time!

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by ferongr on Tuesday August 08, 2023 @10:09AM (#37049210)
I don't know why this is downvoted but it's more or less correct regarding the industry here in Europe.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by sho_hn on Tuesday August 08, 2023 @09:47AM (#37048915)
Aren't LLMs potentially great to ward off language death due to their significant abilities to transpose ideas into different languages?
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by dontupvoteme on Tuesday August 08, 2023 @09:52AM (#37048968)
I admit that I talk to it in English the most (as it's my native tongue) but I had read here that it has gotten noticeably worse in other languages, even making grammar mistakes in linguistically-close-to-english-and-sufficently-present-in-training-data western european languages like German or French.

I do enjoy translating things into Sindarian or other conglangs from literature though.

I had a theory that giving it the custom instructions in latin might give better results, but i haven't had time to figure out how to benchmark something that's so non-deterministic and black-boxy

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by oblio on Tuesday August 08, 2023 @10:02AM (#37049114)
> Aren't LLMs potentially great to ward off language death due to their significant abilities to transpose ideas into different languages?

What do you mean?

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by berkes on Tuesday August 08, 2023 @10:19AM (#37049330)
Not GP, but in my case, I find my conversations with ChatGPT or Copilot often being in my native language. Whereas with Google, official docs, and StackExchage it's only and always English.

Obviously, the code I write in the end is English. But explaining a domain in a native language - especially when that domain embeds cultural things - helps a lot. For example, there's a massive difference between "add_high_VAT()" in a Dutch Context from a US context. Even add_VAT(lookup_VAT("FR", "low")) demands quite some domain-knowledge about EU tax system. Which I can express in English, but is much easier in my native language.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by enigma20 on Tuesday August 08, 2023 @09:47AM (#37048920)
Why would be the language death bad. Imho, from practical point of view it doesn't make sense to have multiple languages, or?
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by dontupvoteme on Tuesday August 08, 2023 @09:53AM (#37048987)
Language is culture, and if the sapir-whorf hypothesis holds, different languages are literally different methods of thinking.

there are also other potential benefits, e.g. "the" in english gives little information about what noun may follow. "die/das/der" in general cut the probability space to a third.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by kmlx on Tuesday August 08, 2023 @10:11AM (#37049229)
> "the" in english gives little information about what noun may follow

for us non-native english speakers, this is an understated blessing.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by Brusco_RF on Wednesday August 09, 2023 @03:15PM (#37067212)
When speakers of a dying language learn a dominant one they don't lose their way of thinking, rather they adapt the dominant language to their needs. In this way the dominant language evolves. It's why there are ~180k english words but only 1200 Sindarian words.

While I agree that cultural loss is tragic, consider that it is inevitable. Homo Sapiens have existed for ~200,000 years. We only have SOME traces of SOME cultures for say 10k of those years. So from that lens, the vast majority of human culture has already been lost.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by gostsamo on Tuesday August 08, 2023 @10:05AM (#37049142)
Kids cannot use foreign language tools to their full abilities. However, if ChatGPT is good for english only, it might stimulate some competition for providing similar service in the local language. I won't mind it, tbh.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by scythe on Tuesday August 08, 2023 @10:24AM (#37049424)
From a practical point of view it is probably good to have an international lingua franca, most likely a variation of English not only due to its current popularity but because it has accommodated a lot of simplifications [1,2] to make itself easier to learn. But for local cultures it would be an awful lot of work to translate centuries of tradition and literature into a global language, or a lot to lose by forgetting it. There is also a natural human tendency to modify and evolve the language that we use, while an international language has to be more stable or changes regulated lest it fragment as Latin did 1500 years ago.

1: http://en.wikipedia.org/wiki/Simplified_Technical_English

2: Contrast particularly major rivals French and Mandarin

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by fomine3 on Tuesday August 08, 2023 @10:17AM (#37049303)
imperialism
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by tuyiown on Tuesday August 08, 2023 @09:59AM (#37049067)
> I really love their stubborn nature to stick with their langauge over the anglo one

I think you're talking about the Québécois, because the french around here are swimming in a sea of _épouvantable_ mix of french and english words. But as afterthought you're still quite right, this mix usage is sliding downhill from ill inspired managers to general low class now.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by bboygravity on Tuesday August 08, 2023 @10:09AM (#37049204)
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.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by j-pb on Tuesday August 08, 2023 @10:19AM (#37049343)
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.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Tuesday August 08, 2023 @11:43AM (#37050745)
What are the actual numbers? Is PV reliable as nuclear? As cheap as piped natural gas? Can VW build a profitable car and Bosch a washing machine at those rates (vs very strong competitors like South Korea)? Because that’s what keeps the German economy humming (and the EU together).
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by t43562 on Tuesday August 08, 2023 @02:20PM (#37053309)
VW is using renewables for building it's EVs.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Tuesday August 08, 2023 @02:36PM (#37053545)
Best of luck to them, they're gonna need it.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by knallfrosch on Wednesday August 09, 2023 @09:35AM (#37062436)
What would it even take to change your mind lmao
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Wednesday August 09, 2023 @02:23PM (#37066611)
Healthy numbers. If people aren’t buying VW vehicles because the prices are higher than Hyundai due to the energy situation, that’s not good.

Germany is deindustrializing as we speak (chemicals, auto and auto related, etc). Once you deindustrialize past a certain threshold, it’s very difficult to come back.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by flohofwoe on Wednesday August 09, 2023 @04:42PM (#37068099)
VW just claimed the top spot from Tesla for electric car sales in Germany:

https://www.dw.com/en/vw-electric-cars-tesla-germany/a-66468...

https://insideevs.com/news/681020/volkswagen-outsells-tesla-...

Hyundai is currently at sixth place behind VW, Tesla, MB, BMW and Audi:

https://insideevs.com/news/677504/germany-allelectric-car-sa...

In 2022 Tesla was at the top, VW second and Hyundai third, so Hyunday actually seems to be losing ground against other German car brands, at least in the EV market segment:

https://www.best-selling-cars.com/electric/2022-full-year-ge...

I think the announcement of the 'deindustrialization' of Germany might be a bit premature.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Wednesday August 09, 2023 @08:05PM (#37070081)
Those are domestic numbers, I'm talking about the competitiveness of Germany on the _international_ market - that's what matters. It's hard to be competitive when your energy costs are high.

Regarding deindustrialization:

- https://www.economist.com/business/2022/09/11/germany-faces-...

- https://www.lemonde.fr/en/economy/article/2023/01/06/transit...

- https://www.politico.eu/article/germany-industry-europe-ener...

- https://www.politico.eu/article/rust-belt-on-the-rhine-the-d...

- https://unherd.com/thepost/recession-in-germany-is-a-sign-of...

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by t43562 on Thursday August 10, 2023 @03:10AM (#37072957)
A lot of those articles talk about Russian gas - a perfect reason to go for renewables harder and spend more - it's an investment in the future.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by lacksconfidence on Tuesday August 08, 2023 @03:11PM (#37054033)
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, and NXP to build fab in Germany by Humpelstilzchen on Wednesday August 09, 2023 @01:42AM (#37059080)
And thats a good thing in Germany with is known for its sunny weather.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by meesles on Tuesday August 08, 2023 @10:35AM (#37049608)
This is false. Germany is one of the few countries making real progress towards a commitment to clean energy by 2050. I think you're uninformed about the details and failing to grasp the plan beyond a couple of headlines you saw.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by throwaway1777 on Tuesday August 08, 2023 @11:07AM (#37050111)
Lol keep burning that biomass and calling it green.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by kmlx on Tuesday August 08, 2023 @10:13AM (#37049252)
> putting together the pieces they need to keep up with AI and maintain their ability to leverage their control mechanisms upon the FAANGS.

from the press release itself:

> ESMC marks a significant step towards construction of a 300mm fab to support the future capacity needs of the fast-growing automotive and industrial sectors, with the final investment decision pending confirmation of the level of public funding for this project.

it's a 300mm fab.

> Realpolitk wise they absolutely cannot risk regulatory capture to a few select firms on the west coast of the USA.

not only is this 40 years too late, but the press release itself contradicts this comment.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by pgeorgi on Tuesday August 08, 2023 @10:52AM (#37049860)
> it's a 300mm fab.

300mm wafer diameter, yes. That's state of the art, with some vendors looking at 450mm with little to show for now.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by oytis on Tuesday August 08, 2023 @01:56PM (#37052961)
> it's a 300mm fab.

300mm is larger than a vacuum tube!

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by ablated_maquis on Tuesday August 08, 2023 @10:15AM (#37049272)
> "The planned fab ... [is expected to produce] wafers on TSMC’s 28/22 nanometer planar CMOS and 16/12 nanometer FinFET process technology"

These are not leading node semiconductors that will be used for training AI. These are commodity chips that will be used in the automotive industry.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by nottorp on Tuesday August 08, 2023 @10:17AM (#37049306)
What does a low tech (for chips) chip fab have with AI?
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by FirmwareBurner on Wednesday August 09, 2023 @08:36AM (#37061724)
Nothing, it's just hopium from people who haven't read the article, fishing for upvotes.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by coliveira on Tuesday August 08, 2023 @10:18AM (#37049318)
That's not the only issue. TSMC has a big problem in creating fabs in the US, which is the lack of talent in sufficient numbers for the project to be successful, and the very high cost of existing talent. No surprise that they're delaying the US fab and going ahead with plants in Germany, where there is less expensive specialized labor.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by onlyrealcuzzo on Tuesday August 08, 2023 @10:21AM (#37049377)
> Altman himself threatened (for a brief period) to cut off GPT to the EU after Italy rightfully brought up issues with data privacy.

This wouldn't be a big deal. GPT is not some one-of-a-kind leaps-and-bounds ahead of everyone else ground-breaking technology.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by hospitalJail on Tuesday August 08, 2023 @10:49AM (#37049800)
Still in denial?

I have a hard time understanding the people who visit this website and havent used the technology.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by throwaway1777 on Tuesday August 08, 2023 @11:06AM (#37050092)
Still have a hard time understanding people who refuse to look at the data and benchmarks myself. Chatgpt was a game changer and let the cat out of the bag, but it’s not far ahead anymore.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by onlyrealcuzzo on Tuesday August 08, 2023 @11:52AM (#37050922)
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.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by adventured on Tuesday August 08, 2023 @01:32PM (#37052652)
> 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 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.

It has dozens of major companies and open source groups desperately attempting to copy it or catch up to it.

It has governments terrified of AI and attempting to quickly place regulations to control it.

It has programmers - one of the elite, highest paying professions in the world - running scared that half the software development jobs in the industry are going away in the next decade (they are).

1.3 million software developers in the US earning a median of $115,000 before benefits ($200+ billion in total annual compensation for that employee pool). Half of those jobs, at a minimum, will be eliminated by this type of AI, and it was GPT 4 that made it clear it was not just a far-off premise.

Its the first highly potent consumer AI product. Over one hundred million people quickly signed up to use it. There hasn't been anything remotely close to it so far (Siri and Alexa have been barely useful jokes by comparison).

The same people that like to pretend Tesla didn't spark the electric car revolution, and like to pretend Apple didn't spark the smartphone revolution, like to pretend OpenAI didn't just set off a revolution in AI.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by sangnoir on Tuesday August 08, 2023 @02:13PM (#37053219)
>> 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, and NXP to build fab in Germany by onlyrealcuzzo on Tuesday August 08, 2023 @02:13PM (#37053225)
> 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, and NXP to build fab in Germany by deadbunny on Tuesday August 08, 2023 @02:59PM (#37053876)
You sound like a cryptobro 5 years ago. Everything you're citing is pure hype.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by martin8412 on Tuesday August 08, 2023 @04:57PM (#37055353)
The only people scared are people who don't understand it. You've obviously drank the koolaid. What OpenAI has done is impressive, but it's not a replacement for programmers or anyone who does knowledge work. The people who should be scared are people who don't produce original work. For example, journalists who just rewrite content from Reuters. Investigative journalists producing original work aren't at risk.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by zpeti on Tuesday August 08, 2023 @10:28AM (#37049494)
Is the EU marketing budget now doing sponsored posting on HN? What the hell is this comment? It’s completely wrong on facts yet full of quasi praise for eu politics
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by llm_nerd on Tuesday August 08, 2023 @10:44AM (#37049742)
The fab is for chips that are something along the lines of 4 generations old, and that's ignoring that they won't start manufacturing until 2027...

This has absolutely nothing to do with AI or LLMs. Generally these are automation chips for machinery or vehicles.

"Microsoft made him walk that one back real quick"

This sounds like a weird fan fiction. OpenAI openly negotiates with EU governments. No one walked back anything.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by posterboy on Tuesday August 08, 2023 @11:12AM (#37050208)
Suppose you need automation for machinery in a cutting edge fab, that would be much further in the future? They could ship from Taiwan, so the idea that this is a back up does not sound entirely wrong. Sounds like fan-fiction, too, true enough.

AMD is already there and Intel is building in Lower Saxony. Must be something about the region, perhaps the chemistry since the Erzgebirge has a history in mining. Meisner Porcelain for example beat Venice and replaced good old China (pun intended).

> No one walked back anything.

I'm not sure about that (haven't heard this story).

My impression is that EU sticks to discretion very much, and they aren't free from corruption. The US on the other hand is not known to play nice with matters of law in international affairs (Edit: shouldn't have said "international law").

Taiwan is a partner was the point, I believe. Of course they aren't going to give away the crown jewels either.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by logifail on Tuesday August 08, 2023 @12:47PM (#37051880)
> Must be something about the region [snip]

Following Occam's razor, perhaps it's that it's just cheaper?

"The monthly pay ranking of German states is headed by Hamburg with 3,619 euros, followed by Baden-Württemberg with 3,546 euros and Hesse with 3,494 euros. The lowest salaries are received by employees in Mecklenburg-Western Pomerania with an average of 2,391 euros. Slightly more is earned in Thuringia with 2,459 euros and Saxony with 2,479 euros."[0]

[0] https://www.deutschland.de/en/topic/business/pay-in-germany-...

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by _Microft on Tuesday August 08, 2023 @02:28PM (#37053450)
The focus on electronics goes back to the times of the GDR already when the "VEB Kombinat Robotron" was located there.

https://en.wikipedia.org/wiki/VEB_Robotron

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by logifail on Tuesday August 08, 2023 @02:54PM (#37053766)
> The focus on electronics there [..]

Can you expand on this claim?

(I'm deliberately resisting quoting sources listing German regions top exports!)

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by flohofwoe on Wednesday August 09, 2023 @09:43AM (#37062525)
TL;DR at the end of the 80's East Germany had paradoxically a more capable semiconductor industry than West Germany (not in terms of innovation, it trailed the state of the art by 5..10 years, but definitely in terms of scale), this was mainly because the Eastern Bloc was cut off from western microelectronics because of the COCOM embargo and had to bootstrap their own microelectronics industry, while Western Europe could just buy their chips on the world market from the cheapest bidder.

Those centers of technology with their attached universities were mainly located in Dresden (Robotron) and Jena (Carl Zeiss) and some smaller locations sprinkled over the southern half of East Germany.

This 'micro-electronics tradition' carried over into the 90's after the reunification and continues until the present time.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by throwaway2037 on Tuesday August 08, 2023 @09:00PM (#37057501)
To expand upon your comment, my German co-worker explained to me that Dresden was a high-tech / semi-conductor industrial hub during GDR / East Germany. It was mostly state planning to build unis and industry in same place. This was continued after Germany reunited. Given their lower cost of living advantages, I can understand why Dresden was selected. From a political view, I can imagine that German gov't officials wants to encourage economic development of former GDR, as it continues to lag West Germany.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by posterboy on Sunday August 13, 2023 @03:01PM (#37113039)
Yes, I was thinking closeness to the Polish border must have something to do with it, as is also pertinent with Tesla's giga factory.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by yk on Tuesday August 08, 2023 @11:30AM (#37050494)
The technology is roughly 10 years behind, but in the scenario that the replacement capability becomes important is something like Trump fumbles the great power competition and US and China have a nice nuclear moment. And frankly making do with Haswell era CPUs is lamentable but as far as nuclear exchanges go not that bad.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by demondemidi on Tuesday August 08, 2023 @11:34AM (#37050580)
Yes, that is intentional. There's more to the CPU market than the next gaming platform.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Tuesday August 08, 2023 @11:38AM (#37050646)
Yeah, and the Biden admin hasn’t done anything at all that might provoke a nuclear exchange…

I’m always amused that some people never grow out of the “our team is infallible” mentality.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by exceptione on Tuesday August 08, 2023 @12:04PM (#37051157)
It is a bit off-topic, but the Biden admin hasn't done anything like that indeed. In fact, nuclear exchange is self-destruction. No one is stupid enough to do that, even Trump wouldn't be. So parent's remark is off.

For chips to be blocked going to Germany doesn't thus require a nuclear exchange. You rather should think of smth like military aggression from China towards Taiwan.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Tuesday August 08, 2023 @12:29PM (#37051577)
Shooting down the Chinese ballon and arming Ukraine with long range weapons aren't potentially acts of provocation against nuclear powers?

Reverse the roles. American ballon. Mexico getting armed against the US by a foreign superpower and sworn enemy. Would the US tolerate those acts?

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by smoldesu on Tuesday August 08, 2023 @12:42PM (#37051786)
> Would the US tolerate those acts?

Yes? What about their nuclear policy from the past half-century convinces you otherwise?

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by justsomehnguy on Tuesday August 08, 2023 @12:46PM (#37051858)
In the last 50 years US never had anything on their border.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by smoldesu on Tuesday August 08, 2023 @12:51PM (#37051958)
Even if they did, it wouldn't change much.

1. Nobody would launch nukes domestically, so moot point.

2. Using nukes internationally would be a faux-pas beyond fixing. Every modern, nuclear-equipped nation understands this.

3. The United States doesn't need nuclear weaponry to dispel invaders, or even to retaliate against foreign attacks. Their nuclear weapons exist to deter other nuclear superpowers from using their weapons for petty gain.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by martin8412 on Tuesday August 08, 2023 @04:31PM (#37055075)
Absolutely agreed. The US military is so well funded and capable that they could finish the job without needed to resort to nukes.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by SanjayMehta on Wednesday August 09, 2023 @04:13AM (#37059929)
Not sure if you’re being sarcastic or serious.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Wednesday August 09, 2023 @06:39AM (#37060790)
America totally crushed Grenada!
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by sharts on Tuesday August 08, 2023 @04:44PM (#37055204)
Doesn’t the US make regular use of depleted uranium munitions? Particularly in the middle east?

Definitely seems nuclear.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by djur on Tuesday August 08, 2023 @05:12PM (#37055522)
Depleted uranium is not a nuclear weapon.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Wednesday August 09, 2023 @07:48AM (#37061259)
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by smoldesu on Wednesday August 09, 2023 @11:29AM (#37064193)
You can tell them whatever you want. It won't change the wording of the Geneva convention though.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by djur on Wednesday August 09, 2023 @09:10PM (#37070580)
You're free to argue that DU rounds are effectively a poisonous weapon and should be banned on those grounds. I would agree. That doesn't change the fact that depleted uranium is not a nuclear weapon.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Tuesday August 08, 2023 @12:32PM (#37051618)
People forget that JFK nearly nuked the USSR over the Cuban missile crisis (which was a response to NATO missiles in Turkey, ironically enough).
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by djur on Tuesday August 08, 2023 @05:06PM (#37055459)
The missiles at question in the Cuban missile crisis were nuclear. That's not a reasonable comparison to the non-nuclear confrontation in Ukraine.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by exceptione on Tuesday August 08, 2023 @06:42PM (#37056466)
> Reverse the roles. American ballon

Ok. American balloon over China will be shot down. You know the rules about air space, water etc?

Sincere advice: don't assume you have insights and knowledge that is deeper than those from the experts. This is a pitfall for us HN'ers.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by HeWhoLurksLate on Tuesday August 08, 2023 @09:04PM (#37057536)
Man, I wrote several replies to this comment but decided against them all. This is silly- the U.S. and China have been playing with balloons like this for years, that one was just really big
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by flohofwoe on Wednesday August 09, 2023 @03:14AM (#37059578)
Right, the US would totally make nuclear threats against Mexico for shooting down a ballon. Not even Trump would be deranged enough for that (well on second thought, maybe he would but nobody would take him serious, just like Medvedev's daily nuclear threat).
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Wednesday August 09, 2023 @06:38AM (#37060784)
The Mexico example was long range weapons. If Chinese missiles were hitting American cities from Mexico (outside of the localized fighting), do you believe that has the possibility to escalate?
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by flohofwoe on Wednesday August 09, 2023 @07:11AM (#37060995)
Maybe, but I can give a much more concrete example: Russia has nukes on Europe's doorstep in Kaliningrad which can reach Berlin in a couple of minutes, do you hear anybody in Germany, Europe or NATO whine about "escalation"?
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Wednesday August 09, 2023 @07:47AM (#37061245)
Can you break this down? I don't follow.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by flohofwoe on Wednesday August 09, 2023 @07:56AM (#37061321)
TL;DR: Russia has Iskander missiles stationed in their Kaliningrad exclave (former Koenigsberg if Kaliningrad doesn't ring a bell), Iskander missiles can carry nuclear warheads and have a range of 500 km which is just enough to reach Berlin. Now add two and two together. Why would Russia station nuclear capable missiles in the middle of Europe without the nuclear warheads nearby?
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Wednesday August 09, 2023 @10:20AM (#37063079)
I'm very aware of Kaliningrad and it's history.

I don't understand your point. How does it relate to my analogy of a neighbor of America getting armed and trained by a sworn and bellicose enemy of America who states openly that it's goal is American regime change and geopolitical breakup. Under this scenario, I suspect the US would roll into Mexico and end that sooner than later under the Monroe Doctrine due to the real (or perceived) existential threat. At least, I would hope so - Mexico being in a military alliance with China would be not good.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by flohofwoe on Wednesday August 09, 2023 @12:01PM (#37064668)
Russia's stated goal (according to Dmitri Medvedev, former president and now "Deputy Chairman of the Security Council of the Russian Federation") is also to "build a united Eurasia from Vladivostok to Lisbon", yet it is very unlikely that any European nation would preemptively invade Kaliningrad over those existential threats.

Also, Mexico entering a military alliance with China is extremely far fetched, how did you even arrive at that idea?

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by ToDougie on Tuesday August 08, 2023 @12:48PM (#37051888)
Might want to take a peek at a map of Eastern Europe.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by exceptione on Tuesday August 08, 2023 @06:49PM (#37056529)
Thanks for your suggestion. There are a lot of things I don't know, but this subject is somewhat the exception to that. The US has made no nuclear threats, on the contrary, it has done everything to remind the Kremlin, which was and is threatening all kinds of countries with nuclear blackmail, that doing so is off limits.

I will assume you were unknowingly repeating Kremlin propaganda. Please don't.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by tekla on Tuesday August 08, 2023 @12:28PM (#37051569)
Such as?
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by somenameforme on Wednesday August 09, 2023 @01:01AM (#37058878)
Imagine if during the Iraq War, Russia suddenly decided - you know, I want a piece of this. They made some platitudes about really feeling for the people of Iraq, and then started sending massive amounts of supplies, including long ranged weapons, tanks, depleted uranium munitions, countless rounds of cluster bombs (!), and even jets (soon enough) to the Iraqis. Not only were these weapons effective enough to manage to kill tens of thousands of Americans, but some were even being used to carry out largely random attacks in major American cities. At the same time the Iraqis decided to start doing things like assassinating high profile American figures, like journalists or speakers, who argued in favor of the war.

What do you think's going to happen? That we're going to say "Guys, that's not cool. Ok I guess we'll just withdraw from Iraq, after all our reasons for invading were complete rubbish anyhow. Darn, you win this one - Russia!"? Come on. It would have just led to an endless escalation, well not 'endless' because there is one final escalation from which there is no coming back. That people lack the empathy to see how dangerous the path we're treading is only because the media has spent years creating this absurd dichotomy in the world where America - good, the ever-shifting enemy of the day - bad. So naturally doing anything to your enemy is okay, because they're bad, and we're good.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by flohofwoe on Wednesday August 09, 2023 @03:02AM (#37059520)
Ah the good old whataboutism.

Here's some counter-whataboutism: what about the Korean and Vietnam wars (the Soviet Union even sent their own pilots with the jets), and countless other smaller conflicts in Africa? The Soviet Union and the Eastern Bloc were pumping weapons into those conflicts or have been invading themselves to support "their side". Same with Russia in Syria btw.

At least the free west is upfront and open about the weapon deliveries down to the last helmet:

https://www.bundesregierung.de/breg-de/schwerpunkte/krieg-in...

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by somenameforme on Wednesday August 09, 2023 @03:55AM (#37059816)
The main reason that propaganda and dehumanization are such a typical part of war, is that it helps prevent people from considering the weight of their own actions, let alone the perspective of the enemy. What I described is not a whataboutism, it's a hypothetical illustrating exactly what's happening today, except flipping the roles of the participants. Yet of course it feels alien enough that you instinctively want to fight against it - I must be tricking you or engaging in some sort of deceptive rhetorical device. I am not.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by flohofwoe on Wednesday August 09, 2023 @05:07AM (#37060278)
All I see is you parroting Russian propaganda, sorry. The whataboutism comes in when you pick the US-led invasion of Iraq over non-existing WMDs, which of course was also unjustified. But one invasion being unjustified doesn't suddenly justify another (it only does in Soviet and Russian propaganda logic) - also note that the western countries were extremely divided over the Iraq invasion (e.g. France, Germany, Canada and the Scandinavian countries couldn't be arsed to join), while there's pretty much universal agreement in the so-called 'collective West' that supporting Ukraine with weapons and training to defend themselves is the morally right thing to do.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Wednesday August 09, 2023 @06:24AM (#37060690)
Careful, many people on HN (as smart as they are) have little tolerance for nuance and empathy.

And they like to respond with “whataboutism!” - which is ironically, a Soviet propaganda term.

Americans are particularly myopic and view the world though a post-history lens.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by flohofwoe on Wednesday August 09, 2023 @07:05AM (#37060955)
Whataboutism is an old Soviet propaganda technique, but AFAIK they didn't come up with the term (they must have had an internal name for it of course, but somehow I doubt they called it whataboutism)
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by _kbh_ on Wednesday August 09, 2023 @03:22AM (#37059618)
> They made some platitudes about really feeling for the people of Iraq, and then started sending massive amounts of supplies, including long ranged weapons, tanks, depleted uranium munitions, countless rounds of cluster bombs (!).

Not sure what the (!) for the cluster bombs is about, both Ukraine and Russia never signed the cluster bomb ban, and both Ukraine and Russia have been using cluster bombs in both this conflict but also since 2014.

This isn't anything new, the only change is that they are now being provided by America, and the American ones appear to fail less.

> Not only were these weapons effective enough to manage to kill tens of thousands of Americans, but some were even being used to carry out irregular attacks in major American cities.

I'm not sure that the provided weapons are being used to carry out any 'irregular' attacks on Russian cities?.

But even if they were, did the Russians really think they could enter this war and bomb cities into dust and never get bombed themselves?.

> That people lack the empathy to see how dangerous the path we're treading is only because the media has spent years creating this absurd dichotomy in the world where the American cause of the week is just and right, whereas the enemy - pure evil. And so in this context people seem to rarely ask themselves whether what we're doing is right or wrong, because how can doing harm to pure evil ever be wrong?

I think its perfectly morally acceptable to arm a country trying to defend itself against an imperialist invader.

I don't think the path that is being tread is in any way shape or form dangerous, why would Russia losing this war be any different to the other wars that both Russia and the Soviet Union lost?.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by yk on Tuesday August 08, 2023 @01:05PM (#37052227)
And where did I write anything about Biden?
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by cpursley on Tuesday August 08, 2023 @01:26PM (#37052559)
> Trump fumbles the great power competition

Your bias is clear here. I was trying to balance it.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by llm_nerd on Tuesday August 08, 2023 @11:51AM (#37050905)
Older generation fabs are critical. They power most of the machines around us, and often pump out low priced but capable chips. I certainly am not contesting that.

I responded to someone who seems to believe this is the great AI equalizer. This fab has no relevance to AI. And FWIW, Europe already has a number of much more advanced fabs! Intel is currently upgrading Ireland to "Intel 4" spec (which in TSMC land would be 7nm), and is building other fabs, for instance.

Ultimately this story is "German automakers want more control over supply chain of vanilla automation chips", and not much more.

As an aside, it's always interesting that we talk about Taiwan's revered chip prowess (South Korea is up there as well)...when the Dutch company ASML is really the technology key. TSMC executes extraordinarily well, but they wouldn't be doing it without ASML.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by samat on Tuesday August 08, 2023 @04:46PM (#37055230)
I am no expert, but my understanding is that to get nice chips, you need both ASML and TSMC. They have very different areas of expertise and posses very different know hows.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by camillomiller on Wednesday August 09, 2023 @02:31AM (#37059354)
Well, ASML wouldn’t be doing it without the micro optics they buy from Zeiss in Germany either, it doesn’t stop there
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by ironborn123 on Wednesday August 09, 2023 @04:35AM (#37060058)
Lets just say semiconductor manufacturing is the best example of regional competencies and global trade.

Globalization has failed on many fronts and resulted in race to the bottom outcomes, but here it works well due to specialization.

Having understood that, one can also see a core TSMC strength is that Taiwanese workers are disciplined and work long hours for moderate pay, a culture that European and American labor will never accept. So all these new factories in US/EU should be treated as high cost alternatives, justifiable only for non cost-sensitive customers like defence/aerospace/high end cars.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by FredPret on Wednesday August 09, 2023 @08:20AM (#37061543)
And/or Taiwanese workers should negotiate higher pay and shorter hours
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by PeterisP on Wednesday August 09, 2023 @09:01AM (#37062013)
The way I see it, things like that are critical for long term capability maintenance; having or not having fabs for mass production of simpler chips is what determines whether your country will have a workforce which would make it possible to build and run a cutting edge fab later; if you keep offshoring the cheap and simple stuff, eventually the state of art stuff goes there as well.
Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by nabakin on Tuesday August 08, 2023 @11:20AM (#37050327)
> Microsoft made him walk that one back real quick - he probably wasn't really aware that he is now one of their employees

Source?

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by dna_polymerase on Tuesday August 08, 2023 @11:22AM (#37050361)
> Along with (hopefully) that french startup (Mistral) founded by the LLaMA guys, the EU is putting together the pieces they need to keep up with AI and maintain their ability to leverage their control mechanisms upon the FAANGS.

These nodes are generations old and basically only in use in German cars with their abysmal 'software'. The only touching point these processors will ever have with AI is as an API endpoint to Google Voice or Siri.

Moreover, Mistral was widely seen as a joke and testimony to the catastrophic state European tech is in.

Europe is done. I have no idea why they rushed to regulate anything. In the end the U.S. startups will tell us what to do. Europe is a joke.

Re:TSMC, Bosch, Infineon, and NXP to build fab in Germany by martin8412 on Tuesday August 08, 2023 @05:16PM (#37055572)
What abysmal software? The software in my VW is more than adequate.

Not that I see what interest I'd have in any kind of AI in my car.

Yes, these chips are for automotive and industrial use, what's the problem? Those are both important use cases.

You may think Europe is done, but who makes the EUV lithography machines used for TSMCs' cutting edge nodes? Who makes the leading ERP system used by a lot of companies around the world? Where was the Chrome V8 JavaScript engine developed?

The point is, Europe has plenty of innovation. But unlike the US, people don't go around boasting every chance they get. People just do stuff and are happy with that.