AI accelerator Updated +Created
Video 1.
The Coming AI Chip Boom by Asianometry (2022)
Source.
Allen Wu Updated +Created
This situation is the most bizarre thing ever. The dude was fired in 2020, but he refused to be fired, and because he has the company seal, they can't fire him. He is still going to the office as of 2022. It makes one wonder what are the true political causes for this situation. A big warning sign to all companies tring to setup joint ventures in China!
Video 1.
ARM Fired ARM China’s CEO But He Won’t Go by Asianometry (2021)
Source.
Applied Materials Updated +Created
Asianometry Updated +Created
Very good channel to learn some basics of semiconductor device fabrication!
Focuses mostly on the semiconductor industry.
youtu.be/aL_kzMlqgt4?t=661 from Video "SMIC, Explained by Asianometry (2021)" from mentions he is of Chinese ascent, ancestors from Ningbo. Earlier in the same video he mentions he worked on some startups. He doesn't appear to speak perfect Mandarin Chinese anymore though based on pronounciation of Chinese names.
asianometry.substack.com/ gives an abbreviated name "Jon Y".
Video 1.
Reflecting on Asianometry in 2022 by Asianometry (2022)
Source. Mentions his insane work schedule: 4 hours research in the morning, then day job, then editing and uploading until midnight. Appears to be based in Taipei. Two videos a week. So even at the current 400k subs, he still can't make a living.
ASML Holding Updated +Created
As of 2020 leading makers of the most important fab photolithography equipment.
Video 1.
ASML: TSMC's Critical Supplier by Asianometry (2021)
Source.
Video 2.
How ASML Won Lithography by Asianometry (2021)
Source.
First there were dominant Elmer and Geophysics Corporation of America dominating the market.
Then a Japanese government project managed to make Nikon and Canon Inc. catch up, and in 1989, when Ciro Santilli was born, they had 70% of the market.
youtu.be/SB8qIO6Ti_M?t=240 In 1995, ASML had reached 25% market share. Then it managed the folloging faster than the others:
Carl Zeiss AG Updated +Created
Video 1.
Carl Zeiss, Explained by Asianometry (2021)
Source.
Video 2.
How Carl Zeiss Crafts Optics for a $150 Million EUV Machine
. Source. Difficulty: light at those frequencies get absorbed by lenses. So you have to use mirrors instead.
Chinese semiconductor industry Updated +Created
Video 1.
China's Making x86 Processors by Asianometry (2021)
Source.
European Tower of Babel Updated +Created
What big companies have been created in Europe after World War II, that have not been bought or utterly defeated by American or Japanese companies?
  • International Computers Limited fully bought by Fujitsu in 1998 after a long decline. The Fujitsu Wikipedia entry contains the emblematic image caption:
    The Fujitsu office in Bracknell, United Kingdom, formerly an ICL site and opened by HM the Queen in 1976
    So much for The Queen. This was a prelude to Arm's sale somewhat.
  • Solexa sold to Illumina (American company) for 600M USD in 2007. As of 2020 is still the basis for the dominant DNA sequencing technology in the world
  • CSR sold to Qualcomm (American company) for 2.5B USD in 2015
  • Dotmatics sold to Insightful Science for $690M[ref] in 2021. To add insult to inujury, Insightful changed its brand to Dotmatics later on.
  • Arm sold to Softbank (32B USD in 2016)? ARM being of course the fortunate leftover of Acorn Computers's defeat to the more edible Apple
Because of all these failures, much fanfare was made as Spotify reached a $50B market capitalization in 2020. An art company, so cute!
As of 2023, the LVMH was the most valuable company in Europe by market capitalization[ref]. Luxury goods. An area of industry that borders between the useless and the evil.
Europe has basically become an outsourcing hub for the United States. The fact that its starts are all sold if they become large enough just means that R&D is also outsourced.
ASML, and perhaps more maeaningfully its parent/predecessor ASM International from 1964 is perhaps the biggest exception.
The key problem is that there are so many small countries in Europe, that any startup has to deal with too many incompatible legislation and cannot easily sell to the hole of Europe and scale. So then a larger company from a more uniform country comes and eats it up!
Talent mobility is another issue:
  • people can't generally work remotely from different countries for the same company as regular employees, only as contractors. This is because of fiscal incompatibilities across countries[ref][ref], and has become an increasing problem in the 2020's with the increase in remote work possibilities during/after COVID-19.
  • it is quite rare for people to study at university in different countries than their own, because the entry examinations are in the native language and have local history knowledge components. This also means that people from different countries don't easily recognize which are the best Universities of other countries, making you take a hit if you want to search for jobs elsewhere
So why can't Europe unify its laws?
Because the countries are still essentially walled off by languages. Europe is the perfect example of why having more than one natural language is bad for the world.
There isn't true mobility of people between countries.
You just can't go study or work in any other country (except for the UK, when it was still in the EU) without putting a huge effort into learning its language first.
Without this, there isn't enough mixing to truly make cultures more uniform, and therefore allow the laws to be more uniform.
Europe can't even unify basic things like:
  • a marriage registry
  • the mail system, parcels often getting lost and require you to contact people who may not speak English
  • the train systems: www.linkedin.com/posts/hinrich-thoelken_cop26-activity-6863490595072045057-Xhlg/
    This year, I decided to travel from Berlin to COP26 in Glasgow by train. The journey was expected to cover 4 trains from 4 different railway operators and to last 17 hours. I had planned for at least 30 minutes transfer time in Cologne, Brussels and London.
    Well, as you might have guessed, in reality the trip took 32 hours and I spent one extra night at a hotel in London.
Equally so, it can't force little fiscal paradises who effectively benefit from being in Europe like Ireland, Luxembourg, Monaco, Switzerland ("not European", but should that be allowed?) and Cyprus (the EU can't even maintain its territorial integrity, let alone fiscal) to not offer ridiculously low taxes and incentives which make them entry points for foreign companies to rape Europe.
For this reason, Europe will only continue to go downhill with the years, and the United Kingdom will continue to try and endosymbiose into a state of the United States (although at times it seems that it would rather endosymbiose with China instead).
Historically, this disunion is partly due to the European balance of power, whereby countries would form alliances with old enemies to prevent another country from taking over. Also linked are failed military unification attempts by Napoleon and Hitler, though we are likely better off without the latter succeeding!!! Though those also partly failed due to wider balance of power issues involving the United Kingdom, the Soviet Union and USA, not only due to internal balance. Of course, none of that matters anymore after World War II, where other more unified Europe-sized potencies rose, first the USA and the Soviet Union, and then China, and now European disunion is nothing but a burden.
Evidence such as those makes it clear that the European Union is a failure.
One thing must be said in favour of Europe's mess however: it favours international collaboration in huge projects as a more neutral middle ground. This can be seen more clearly in the ITER and the fiasco that was the Superconducting Super Collider that was cancelled a couple of billion dollars in partly because it failed to attract any foreign investment, compared to the Large Hadron Collider which went on to find the Higgs boson as mentioned at www.scientificamerican.com/article/the-supercollider-that-never-was/.
Video 1.
Why Europe Lost Semiconductors by Asianometry (2023)
Source.
Field-programmable gate array Updated +Created
It basically replaces a bunch of discrete digital components with a single chip. So you don't have to wire things manually.
Particularly fundamental if you would be putting those chips up a thousand cell towers for signal processing, and ever felt the need to reprogram them! Resoldering would be fun, would it? So you just do a over the wire update of everything.
Vs a microcontroller: same reason why you would want to use discrete components: speed. Especially when you want to do a bunch of things in parallel fast.
One limitation is that it only handles digital electronics: electronics.stackexchange.com/questions/25525/are-there-any-analog-fpgas There are some analog analogs, but they are much more restricted due to signal loss, which is exactly what digital electronics is very good at mitigating.
Video 1.
First FPGA experiences with a Digilent Cora Z7 Xilinx Zynq by Marco Reps (2018)
Source. Good video, actually gives some rationale of a use case that a microcontroller wouldn't handle because it is not fast enough.
Video 2.
FPGA Dev Board Tutorial by Ben Heck (2016)
Source.
Video 3.
The History of the FPGA by Asianometry (2022)
Source.
IMEC Updated +Created
Video 1.
imec: The Semiconductor Watering Hole by Asianometry (2022)
Source. A key thing they do is have a small prototype fab that brings in-development equipment from different vendors together to make sure the are working well together. Cool.
International Computers Limited Updated +Created
They died so completely, Googling "ICL" now has higher hits such as Imperial College London.
Video 1.
Why the UK's IBM Failed by Asianometry (2022)
Source. Main lesson perhaps: don't put national money to fight already established markets. You have to fight for what is coming up next. E.g. that is part of the reason for TSMC's success.
Microelectromechanical systems Updated +Created
Video 1.
MEMS: The Second Silicon Revolution? by Asianometry (2022)
Source.
Nvidia Updated +Created
Open source driver/hardware interface specification??? E.g. on Ubuntu, a large part of the nastiest UI breaking bugs Ciro Santilli encountered over the years have been GPU related. Do you think that is a coincidence??? E.g. ubuntu 21.10 does not wake up from suspend.
Video 1.
Linus Torvalds saying "Nvidia Fuck You" (2012)
Source.
Video 2.
How Nvidia Won Graphics Cards by Asianometry (2021)
Source.
Video 3.
How Nvidia Won AI by Asianometry (2022)
Source.
Silicon photonics Updated +Created
Video 1.
Silicon Photonics: The Next Silicon Revolution? by Asianometry (2022)
Source.
Video 2.
Running Neural Networks on Meshes of Light by Asianometry (2022)
Source.
Video 3.
Silicon Photonics for Extreme Computing by Keren Bergman (2017)
Source.
SMIC Updated +Created
Video 1.
SMIC, Explained by Asianometry (2021)
Source.
Sun Microsystems Updated +Created
Although Ciro Santilli is a bit past their era, there's an aura of technical excellence about those people. It just seems that they sucked at business. Those open source hippies. Erm, wait.
Bibliography:
Video 1.
The Dawn and Dusk of Sun Microsystems by Asianometry (2022)
Source. One of the main inspirations for the creation of their workstations were CAD applications.
Tax the rich Updated +Created
Video 1.
How the rich avoid paying taxes by Vox (2021)
Source. Features interview with Morris Pearl, a rich dude that is campaigning to tax the rich. He also participates in an association called "Patriotic Millionaires" to further this agenda.
Video 2.
What Eating the Rich Did For Japan by Asianometry (2021)
Source.