Infineon as well, but all those EU semi companies mostly make cheap low margin chips that more or less compete with the commodity chips of China and Taiwan but not with the IP from the US or even Israel who designs and sometimes also makes mostly high margin CPUs, GPUs, FPGAs, switching fabric, cellular modems, etc stuff that the EU uses and imports a lot but has no domestic players in.
In that regard yes, the EU semi industry is kind of a wasteland, considering how big the EU and how small its semi industry is.
Because if you go down the callstack eventually you won't get the await keyword anymore; you'll get the actual 'waiters' and 'wakers' which define your scheduling
military/industrial customers want this for tactical operations
fully discreet low latency compute that integrates with there existing space hardware
so the ability to run drones, and meatbots from space, with low hardware requirements on the ground, but with lets say 1000~2000 users max, power users, but not that many.
so batteries, heat sinks,he refrigeration radiators, on a sattelite fleet.
they have been trialing this for years and are pitching putting ALL of the military compute in space, no more dirty civilian hands on there toys
Sure, in the same way that there is unlimited solar power on earth.
There are orbits with 24/7 or near-24/7 sunlight - but those are very undesirable if you want a low-latency data link back to Earth. Just like you can get 24/7 sunlight on the North / South Pole - but they are still pretty bad locations for a data center.
LEO orbits like those used by Starlink have far better connectivity, but about the same sunlight exposure as the surface as the planet will be between you and the sun about half the time.
Also, power is the easy part. Cooling is far harder.
I've seen commercial products that use socketed devboards inside. If anything, it's just an indication that the hobbyist and professional spaces are slowly converging.
A UPS-style grid connected inverter (with phase balancing) would be significantly more complicated by also significantly more useful. More in the critical/specialized part category, rather than near-commodity (like MPPT/BMS)
There is no "who", once stabilizing institutions 'fall' the only remaining option is social pressure (which can come in various forms) but that does require a critical mass as it's very much reliant on network effects.
Only ST, NXP, Nexperia, Osram, and a bunch more obscure ones. It's not a boom, but it's far from a wasteland
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