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Cake day: June 17th, 2023

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  • It talks about DUV (deep ultra violet), last generation, not EUV (extreme ultra violet). So China is now a competitor on part of ASML’s market where they held about 95% market share, not on their 100% top of the line models that can go even more detailed.

    Since ASML DUV line has been around longer they worked on increasing stability and performance, so likely they won’t be outperformed globally, yet. But China has extra incentive not to buy Dutch since they won’t sell them EUV. This will have a noticable effect on their revenue, but it’s speculation as to how much revenue they will loose unless China mandates their own product.

    Also, ASML is increasing DUV capabilities beyond the laser input size + lenses with a bubble of water which changes the refractory index which lays on top of the wafer, no idea if that is in the Chinese products. If it isn’t we are basically talking about the 4th gen machine. It’s DUV, DUV + water, EUV (needing mirrors since lenses now absorb this light), EUV with increased height requirements for the clean rooms).








  • Would expect a lot of models to struggle with making the pope female, making the pope black, or making a black female a pope unless they build in some kind of technique to make replacements. Thing is, a neural net reproduces what you put into it, and I assume the bias is largely towards old white men since those images are way more readily found.

    Even targeted prompts, like a zebra with rainbow colored stripes, had very limited results 6 monts ago where there would be at least 50% non black and white stripes. I had to generate multiple times with a lot of negative terms just to get close. Currently, the first generation of copilot matches my idea behind the prompt.

    Clearly the step made was a big one, and I imagine tuning was done to ensure models capable of returning more diverse results rather just what is in the data set. It just has more unexpected results and less historically accurate images for these kind of prompts. And some that might be quite painful. Still, being always underrepresented in data sets is also quite painful. Hard to get to a perfect product quickly, but there should be a feature somewhere on their backlog to by default prevent some substitutions. Black, female popes when requesting a generated pope? To me that is a horizon broadening feature. Black, female nazis when requesting nazis? Let that not be a default result.