alephnerd

> So basically all major industrial powers ASEAN doesn't have the capacity yet, but this is changing in 3-5 years as Malaysia, Singapore, Vietnam have gotten IP transfers from European, Korean…

They should, but sadly it's extremely difficult for PCB board manufacturing to return to Europe. EU has FTAs with Japan and SK, and others that dominate the segment like Taiwan, China, Thailand, …

Bad take. Design capacity doesn't imply fabrication capacity, as can be seen with Israel and India's comparative dominance in the chip design industry. Design capacity (basically programming…

> these are pretty low-tech chips only for industrial uses I don't like this framing. These aren't logic ICs but that doesn't mean they are useless or "easy". Heck, the onl…

As I mentioned about this before [0], this is a compound semiconductor fab - a very critical bottleneck for European industry and a much more worrisome NatSec issue than sub-14nm logical chip fabric…

> don't see what they have to do with AI Not directly. This fab is meant to primarily fabricate compound semiconductors which is Infineon's niche and is a major bottleneck for European in…

Govt jobs do a CoL adjustment based on the region located, which would put this kind of role at market rate base salary for adjacent positions in the DMV and Bay.

And current Japanese government polices are killing off succession now in favor of PE M&A. Slapping a 55% inheritance tax makes large portions of these heritage businesses unaffordable for the nex…

> if your interest in caring is based on something not involving generative AI The core argument of the article still hold as does my point of contention irrespective of whether it was AI generated…

Most of these businesses are going to be acquired in the next 10-20 years though because most of these generational Japanese businesses are now in the midst of succession crises [0], MASSIVE inheritan…

> China is super interested in spreading their influence using market means Not if it means giving up IP and knowhow to partners - hence Chinese government policy shifts to enact mass export contro…

And China is not interested in doing so with European states let alone other countries. Heck, the PRC just passed legislation that all technology transfers outside of China need final approval from th…

> Europe could offer China a lot to tip the balance > Any kind of russian success does not serve China in any capacity That's not what the Chinese policymakers think [0][1]. They view the E…

> Basically Europe needs to become best friends with China... China has embargoed rare earth exports to the EU [0] as well as enforcing sanctions against the EU's domestic drone and UAV indust…

Anthropic and OpenAI have seen consistent revenue growth, as have their Chinese peers like Alibaba and DeepSeek. While some aspects of AI are overstated, it has had a very real and tangible impact at …

https://europe2031.ai/

Tbf QinetiQ was a major player in DefenseTech and UAVs even before BoJo. Talon robots, the Zephyr UAV, and the Banshee UAVs are all their IP and still being used in Ukraine [0][1] [0] - https:/&…

> Crypto guy "Crypto guy" is understating Christopher Harbone's (alias Chakrit Sakunkrit) reach. He was big in Asian aviation back in the day and is a relatively large player in the …

> Both Scaleway and OVH are French Doh, I meant Hetzner > partly made possible by France's inexpensive energy mix Not really. Both developed well before the energy crisis when energy wasn&#…

It won't. Once you actually visit Bruxelles or talk with ex-policymakers you realize they don't actually care to give up sovereign control to the EU. It's still viewed as a prestige pos…

> If they do relax regulation (especially on energy generation) sufficiently to unleash the continent's big brained boffins and entrepreneurs on AI Capital. Capital, capital, capital. The EU i…

SF, NYC, Austin, Seattle, Boston, DC, Beijing, Bangalore, London, Hyderabad, Tel Aviv, Singapore, and other major tech and finance hubs.

Gotta love HNers who never read articles and use it as a soapbox: "The scale of the destruction that followed the debt crisis was extraordinary. Between 2009 and the trough of the bailout years…

Everything is offline now. Public boards like HN are from a bygone era of the Internet.

> I’m sure national party leadership communicates directly with the committees at the AI labs They do now. Top AI researchers in China are barred from getting an exit visa [0] (the PRC has done thi…

Most design partners have allocation agreements. The thing is Broadcom is an absolute GIANT in the ASIC design space, and it's closest competitor Marvell is a fraction of it's size. There …

> Broadcom has become wealthy by being Google's TPU hardware partner... Kinda, but not exactly. Broadcom cornered the enterprise infra and security market in the late 2010s and early 2020s aft…

> handing Venezuela back to Western oil companies... Before the 2018 sanctions and after the American expropriation in the 2000s, the biggest foreign players in Venezuela's ONG industry were S…

Venezuela's GDP (ie. it's yearly economic production) is around $111B. This is a very large debt load and extremely difficult to pay off.