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Comment DeepSeek has a fascinating history (Score 1) 57

Chinese Quant firms were contacted by the government and told that they were dangerously close to being parasites in that they didn't produce anything useful while soaking up a ton of resources needed by the nation (eg electricity and mathematicians). The Quants had to find a way to justify their existence. How though? One decided to commit some of its compute and a lot of its brains to an AI project. The brains liked this very much because it was cutting edge interesting work rather than, well, parasitical financial engineering. That project was eventually spun-off and became DeepSeek.

Submission + - Taiwan's high 20% tariff rate linked to Intel investment (notebookcheck.net)

EreIamJH writes: German tech newsletter NotebookCheck is reporting that the unexpectedly high 20% tariff the USA recently imposed against Taiwan is intended to pressure TSMC to buy a 49% minority stake in Intel including IP transfer and also spend $400 billion in the US in addition to the $176 billion previously required.

Comment They're all waiting for the tidal wave from China (Score 2, Interesting) 61

Chinese companies were happily churning out 20nm chips for washing machines, then someone in Washington thought it'd be a great idea to sanction Chinese semiconductors for, um, reasons. The Chinese government noticed and within six months it rolled out a plan: By 2030 have a world leading full stack semiconductor industry using 100% Chinese owned IP from top to bottom.

Because of our sanctions in just four years we're going to have the world's undisputed leader in mass production churning out semiconductors in quantities and at prices that'll make semiconductor investment in the west a money losing proposition. The only solution for the west is to put up a wall preventing the import of Chinese semiconductors, but the problem is that the west no longer makes anything that the rest of the world can't get from China faster, cheaper and better.

The western semiconductor industry knows its in deep trouble.

Comment Re:Death by MBA (Score 1) 60

Reinforcing your point, here's his IEEE writeup (ends 2008):

Research paper credits

Binary Tree, Distributed Algorithm, Joining Tree, Leaf Node,Subtree, Abrasive Particles, Adaptive Neuro-fuzzy Inference System, Advances In Neural Networks, All-pairs-shortest-path, Angular Velocity, Artificial Neural Network, Automata

Engineering credits

Naga Chandrasekaran received the Ph.D. degree in mechanical engineering from Oklahoma State University, Stillwater, in 2001, under the able tutelage of Prof. Komanduri.,He started his career at Mictron Technology, Inc., as a R&D CMP Development Engineer. From 2001 to 2004, his work spanned a wide range of CMP projects and, in particular, helped improve scratch generation understanding and subsequently reduce STI CMP defects. Over the last six years, he has worked in different process areas including CMP, CVD, diffusion, PVD, and implant and lead several of these teams to assist in R&D of advanced memory devices. Currently, he is working as the Process and Equipment Engineering Manager in IM FLASH Technology, an Intel-Micron joint venture in manufacturing NAND memory devices

Comment Re:CEO whining about China, then this at the end.. (Score 4, Interesting) 87

In case it's not clear, the "asian companies" are Japanese and Korean, not Chinese. The post-collusion strategy is to co-opt the regulators and hype the strategic sovereignty argument. Different strategy but with the same objective: monopolisation allowing the incumbents to charge more and supply less without fear of new entrants competing with them.

Comment CEO whining about China, then this at the end... (Score 3, Informative) 87

Back in 2014, the European Union fined all the big cabling companies for collusion. And I read through those documents. And they would go around the world and stay at hotels and talk together, and they basically say, ‘Okay, you Europeans, you stay in your market, and we Asians will go in our market.’ And if they got a request for proposals, then they would let each other know and make sure that the right bidder won the contract.

They've been fined, and today, they would say that's all in the past and I think if you look, there's no evidence that it's still going on. But if you look at it, there's kind of no reason to continue colluding; there is so much demand and constricted supply. One of the CEOs I spoke to for the story, I asked him, ‘what do you think of the competition?’ And he said to me, ‘everyone is behaving.’ So if everyone is behaving, everyone is trying to keep prices at a good level for everyone else, there's not so much expansion of supply, then there really wouldn't be a need to collude, even if they wanted to take that risk again.

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