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I'd argue ASML's moat isn't the machine itself but the ecosystem: Carl Zeiss optics, decades of supplier relationships, institutional knowledge.
This is clearly a significant achievement, but does anyone with semiconductor experience have a sense of how far "generates EUV light" is from "production-ready tool"?
They are nowhere close to beat ASML.
This isn't a moat ASML can keep for long though. There can be alternatove technologies to achieve the same goal. So far only China has that incentive. The real problem is process scaling is slowing down. How many more generations of lithography machines will ASML design? Probably not many. This means there will be no edge left in 5 or 10 years, as eventually brute force will work and China will achieve the same lithography resolution.
Till that point, they are just going all in with cheap coal + solar, so even if they use older machines and run longer exposure times, even if they achieve lower yields and toss away a lot of the dies, they are still economically competitive. At the end cheap enery solves a lot of the issues.
bgnn commented on Classical statues were not painted horribly worksinprogress.co/issue/... · Posted by u/bensouthwood
I think the best explanation is that classicists are not makeup artists. I am reminded of reading some classicists' attempt to create garum in the kitchen by making some unpleasant horror of mashed fish or something back in the eighties or nineties. No one ever mentioned in those kinds of write-ups back then that they still make fish sauce in Italy. (I looked for the source I'm thinking of and it's drowned out by more credible modern attempts). There's a tendency the further north you go to think of the classical world as completely lost, discontinuous, and opaque to us, too, which adds to it.
And fermented shrimp paste and fish sauce are a thing in pretty much whole southeast Asia. Garum isn't too different.
Wikipedia: https://en.wikipedia.org/wiki/Shrimp_paste
Great piece!
Made me reflect on my own persuasion of thin desires and my struggle to control them.
It also made me see that my hobbies and my career are actually about following my thick desires. I'm in tech, yes. But I chose, among all the possibilities, to be an analog circuit designer. The analog part is what makes it a long hard skill to master, and my day job feels like constant learning from my interactions woth the world. I can't imagine doing anything which isn't interacting with the actual physical world!
bgnn commented on JetBlue flight averts mid-air collision with US Air Force jet reuters.com/world/america... · Posted by u/divbzero
Not sure I’d call crossing traffic “within a few miles” a near-miss. Even at full cruising speed of 500-600MPH (less because the JetBlue was still on a climb) the civilian aircraft would cover a mile in 6-7 seconds, so we are talking 18 to 24 seconds to close 3-4 miles.
Also, it a common for military aircraft to not have a transponder on, especially in the vicinity of threats. Without a transponder the civilian aircraft TCAS/ACAS would not warn about traffic.
Not sure how far off the coast of Venezuela this occurred, but there are some very real SAM threats the Air Force aircraft would need to worry about.
(edited typos)
What if it was dark, or cloudy? Or the pilots weren't looking outside?
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