So strange
> [...] A materials scientist working for Rubycon in Japan left the company, taking the secret water-based electrolyte formula for Rubycon's ZA and ZL series capacitors, and began working for a Chinese company. The scientist then developed a copy of this electrolyte. Then, some staff members who defected from the Chinese company copied an incomplete version of the formula and began to market it to many of the aluminium electrolytic manufacturers in Taiwan [...]
I’m not making a value judgement. I’m making a prediction about material conditions.
> TSMC firing everyone who isn't of the same religion
I didn’t say that. But circles of a trust around important information.
> it's not hard for a spy to pretend to be <insert religion here>.
Yes it is.
It’s kind of like saying you’re going to pretend to be a different class, but more particular.
> I have pretended to be multiple kinds of Christian with success
I don’t know what context you mean. But I guarantee others can tell you aren’t a member of the group even if Christianity aims to be open in inviting new people.
Another common situation is they recognize you have some connection but can tell you aren’t an active participant.
It's not hard to pretend to be anything for 5 minutes to someone who doesn't know anything about what you're doing.
Suggesting TSMC start operating like the Taliban to protect their trade secrets seems like an obviously bad idea.
But we don't live in a vacuum, so I guess it's all just opinion pieces.
There are religious groups which you can only be born into. Some people believe that one such religious group wields the most power on our planet.
a relevant acronym is MICE (money, ideology, compromise/coercion, ego). Religion would fall under ideology.
I’m saying it has to be deeper and more durable.
If it weren’t that hard to replicate, several countries (and Bezos/Blue Origin) would have replicated it by now.
I think you vastly underestimate how difficult rocketry is. There’s a reason “rocket science” is colloquially a metaphor for an extremely difficult and technical task.
The materials science aspect is a challenge, not to produce, but to produce with a sane cost.
The rocket science aspect of things (namely the linearisation of the booster model in order to be able to be solved in constant time by an MPC) is more or less a solved problem.
Coordinating such complex interconnected systems will always remain one.
isn't that what they do in SpaceX????, your comment literally counterproductive
There is a 100% chance multiple countries/companies will have replicated it in the next decade. If SpaceX never existed, they likely would have achieved it at the same pace regardless.
This is the same with EVs. If Tesla never rose, the world EV market outside of Tesla would have seen precisely the same rise.
There is a tendency to attribute the early movers with innovation in the inevitable, where we all stand on the shoulders of others and just reach a little higher.
As to the rocket science misnomer, that's a space race hangover where an engineering role was extremely public and celebrated, but in actual reality "rocket science" is a mediocre field with miserable pay and high unemployment.
As to how valuable it is, "insanely"? The world has a fairly finite launch need, such that SpaceX made a whole new business -- Starlink -- to make work for their capacity. Economically the space launch business is relatively minuscule.
would have seen the same rise _eventually_. I know from a friend that worked R&D at a major car company that Tesla really lit a fire under then and 'forced' them to push their own EV experiments from proof of concepts to commercial product much faster than they where originally thinking about doing it.
("export control" in this sense really doesn't have to do with moving a physical object out of the country but sharing information, to the extent that a conversation in an elevator could be an export violation. most export violations amount to emails being sent to the wrong person)
When I worked briefly in defense, for example, there would be regular random searches of my stuff as I exited the building and security would wander the building and look at what you left out on your desk while you went to lunch. Entirely seriously they told us not to wear our badge in public if we left the building and not to leave our laptops in our cars because someone might follow us and steal it. Had colleagues who were visiting a foreign country for work have their hotel rooms obviously thoroughly and messily searched while they were out.
They also do national security missions so there are folks there with high clearances.
Thing is that even if you did steal a bunch of information, that doesn't mean you could just copy and be successful. Any one of a million things can go wrong with a self-landing rocket that will cause it to explode, you can't just steal the whole system of operation that keeps these things from happening.
You couldn't steal all of the secrets of a circus performer and suddenly be able to juggle chainsaws while riding a unicycle.
Maybe they shouldn't be? And I think honest people can have that debate.
But you can't really argue against the effectiveness of government subsidy as a path to prosperity for the guy getting the money.
While there are some really nice components and clever ideas (Merlin/Raptor engines & very good guidance tech) this all really has been doable for decades in less efficient form.
But so far no one other than Space X has been able to win against all the naysayers who were so sure only single use rockets are ever going to work, get enough funding to build a partial RLV & then operate it successfully as a business.
I don't think it depends on any single technology or a set of them only they have access to - rather that they have been able to persist and see it through, unlike all the other RLV projects that never got funding to go past the paper stage or very simply not viable (Space shuttle).
[1] https://www.amazon.com/Business-Adventures-Twelve-Classic-St...
Following a recipe can you close enough for thousands of Door Dash customers to put the original restaurant out of business.
But when push comes to shove if manufacturing is cheaper in a country where lots of folks want to steal your things. -shrug- Short term profits win.
I think that the more of a free for all folks stealing tech as they wish will push companies who do the development work towards more proprietary / DRM and similar solutions ... I don't like that.
Allowing people to profit from their inventions / investments encourages more such development, and without that discourages it or encourages less good options.
Your engineers lose their jobs, your businesses go bankrupt, you exit that entire field entirely for your entire population. Slowly your ability to do work begins to evaporate.
It's happened before and it'll continue to happen.
To be clear about this, you can still physically do the work same as before, it's just become uneconomic/not competitive. It's not all bad though. Having another country take the bulk of the market leaves you free to differentiate and specialize in one or more profitable niches that are not being served well by what is now the main supplier. You might end up dominating some fraction of what's now a vastly bigger market, with improved economies of scale that you're free to exploit as well.
We hope that it works out that way, but there's simply no guarantee. It's not an economic law.
If the country supplying said thing can have domestic companies deliver at lower margin, you're still kind of screwed. Their internal competition fills out the niches, which they can then export.
TSMC alone is 12% of Taiwanese exports. The entire semiconductor industry is 25% of Taiwan's GDP. It's obvious why the Taiwanese government and society, to say nothing of TSMC's shareholders, would care.
People are questioning whether the technology was leaked to Rapidus through Japanese equipment suppliers.
and You tell me that this guy have bleeding edge tech without telling people??? and suddenly build that in Japan??? seems like bullshit since US literally need to make TSMC come to the US
if IBM can build that, US Gov don't need to suck a TSMC d*k
Unless it has great yields with 0 issues, there's always things to learn from. It's also possible the IBM process isn't what it seems and there's more to it.
I still want to get a look at China's. Right down to the metallurgy.
Link: https://asia.nikkei.com/business/technology/tsmc-fires-worke...
Archive: https://archive.ph/ta1kq
One such file was an Excel file that was more script than anything else. We had to have labels in a specific format on every machine we owned in the fab, which was something like 250 of them. The normal stuff like its id number, and also which points of contact for a technician and engineer, as well as their photos and phone numbers. Manually balancing and re-balancing every time a shift gained or lost an employee would’ve been obnoxious, so naturally instead countless hours were spent coercing VBA and ODBC to query a DB containing employee info, extracting and resizing their headshot, applying all of this to a template label, queuing a print job, and repeating. It was pretty fun to watch, honestly. I think I also had created a floor plan map somehow, and it would do its best to group a given technician’s assigned machines such that they minimized distance traveled during inspections. Anyway, the large file size was due to it caching the headshots (might have made a hidden tab for each? I don’t remember) for better performance, as that had proven to be a bottleneck.
From developer point of view I see that the effort would most certainly be diverted in another kind of solution.
But yeah, "citizen developer" stuff is a thing that microsoft pushes especially in Power Platform / Canvas Apps - one programs with WYSIWIG and Excel-like formulas (PowerFX)
But then again I wonder who are the people that can program in VBA and chooses excel. Is it the constraint around software they can use? An excel being a GUI which you don't have to implement? Anyways, a net positive for business.
How easily could another company replicate this process if they knew all the key details? It was my understanding that access to photolithography machines was one of the major obstacles in replicating chip manufacturing processes.
There's way too many fine details to even begin to list. Modern chip fabbing is the closest thing on the planet to actual dark magic, and the difficulty only rises exponentially with every new fabrication node. Literally any part of this could be considered a "trade secret" if it's not already described publicly as part of patents, academic research or both.
More specifically, Rapidus.
delroth•2h ago
0cf8612b2e1e•1h ago