America’s Big Chipmaking Blunder

[@business]

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[@roxaskinghearts]

What society needs is lab chips in everyones hands why isnt there a case for my phone or a camera on my phone made to take close up shots of something on like a glove or swab light can tell us alot just bouncing it off substances can tell us how dense the material is to reflection speed and distortions to sound waves why isnt there one of these yet to tell me how many calories are in my food

[@christ.4977]

They're building a water intensive process in Arizona where droughts and water supply are a big risk. Colossal mistake after colossal mistake.

[@shazmosushi]

The two brightest flames of US advanced manufacturing (Intel and Boeing) have recently made such massive and historic missteps in the last decade. It's really sad.

[@johnl.7754]

Probably due to short term stock returns thinking

[@AthleticHobo-br4qh]

Same thing happened with Kodak, short term thinking, even though they invented the digital camera.

[@Hans-gb4mv]

Except that Intel never was in the business of building lithography machines.

[@Shambles7698]

Intel will never beat TSMC. Maybe they can Samsung because of Intel a semiconductor company but not TSMC

[@andrewallen9993]

But they have paid the most bonuses to c suite executives ever thanks to rewarding short term large profits by eating the companies seed corn.

[@antonleimbach648]

After spending 20 years as a salaried manager in corporate America I can truly say that management is the root of Americas lack of innovation. The majority of managers are focused on meetings, talking on the phone, and working on networking (talking to people for no reason).

[@samrapheal1828]

Re: "Boeing" spindown

[@GussySlayer]

1000%

[@TinyBlitz8]

Very well said, especially woke companies who hire inefficient loud mouth employees who only talk but can’t walk the walk.

[@iroulis]

AI can do all middle and upper management functions, talking, right now, but all the chatter is about AI controlled robots replacing blue collar workers and lower management/supervisory that require hands on physical presence.

[@danielli9167]

Entirely agreed. I used to work in a US company. The team had a meeting of 1 hour every day at 9:30am. Yet, After 5 years, a team of 15 people could not develop a simple electro-mech device, and could not design a gasket correctly (after 5 years of trial, still leaking). Amazing and insane.

[@glennjames7107]

The real reason the US and all western nations missed out on this wave is because corporate heads wanted to produce their products in a cheap environment to maximize profits. Now all of the supply chains and the skilled workers are in Asia.

[@billwendell6886]

There are plenty of skilled and mature workers here. Companies won't even consider an application unless you have masters degree.

[@thefeof6161]

​@@billwendell6886plenty is a comparatives ammount, and "plenty" when compared to asia, is the wrong adjective

[@badbad-cat]

Suddenly capitalism bad 😭

[@jkselama9715]

@@billwendell6886 Then TSMC in Arizona should have no problem filling the job openings, right?

[@Aamirmhmd99]

That's capitalism for you. Blame the system, not the players. The ultimate aim of the companies in a full blown capitalist economy like the US will be to maximize the wealth of the investors and shareholders. For that they had to move manufacturing abroad, and US citizens have been reaping its benefits for decades in the form of cheap goods they readily consume. If those goods were made in the US, they would cost twice or thrice the amount. There's no easy way out here. Either be prepared to pay a lot more for goods and manufacture in the US or buy cheap goods produced by other countries.

[@xiphoid2011]

This is what happens when a stock price/profit focused CEO controls a tech company.

[@dordagiovex9989]

bean counters.. they know how to count

[@quinsutton7097]

What happens when tech companies decide that they can exploit workers better in Taiwan because it has laxer labor laws.

[@mack-uv6gn]

Any company, look at Boeing.

[@Norsilca]

That's every CEO

[@HanSolo__]

Imagine PwC trying to be more of a "tech company". It's insane. The very top management can't grasp the basics of how a tech company should look like.

[@chrishan9138]

Intel: spends $4bn developing the tech but doesn't want to spend $0.2bn buying even a single development unit to use the tech

[@alaric_3015]

the US spends billions in making EUV lithography became available, give it to a private US firm just for it to be bought by the dutch

[@AutoDisheep]

Well if you look at the graph, it would make sense why. They thought they had the superior technology, for a couple of years, up until EUV overtook the market.

[@ABC-ABC1234]

@@AutoDisheep And guess what; China has been begging USA to give the keys to the kingdom to them. What this video failed to mention is that, without CURRENT cooperation of the USA, ASML can't produce the machine. The necessary software and changes comes from... USA. Without USA ASML would crash.

[@ESRz]

​@@AutoDisheep The graph shows you only that they were ahead, NOT that they had the best technology. They clearly didn't. Regardless, market lead doesn't depend just on one factor.

[@maggiejetson7904]

@@AutoDisheep they thought they had the monopoly so if they don't buy it they would still be ok.

[@phillipchan6044]

Morris Chang, the founder of TSMC was a director at Texas Instruments, he was passed up for promotions to less capable peers and saw the glass ceiling for ethnic Chinese. He went back to Taiwan to set up TSMC and the rest was history.

[@lzl4226]

Qian Xuesen, a cofounder of the Jet Propulsion Lab, was accused of being a communist in the 1950's, got arrested and deported, had to escape to China, he then set up their rocket program and the rest was history.......

[@doublesman0]

Sweet sweet vengeance for prejudice

[@liquidsnake6879]

@@lzl4226 So maybe he was a communist, lol if you weren't the last place you'd think to escape to would be 1950s Maoist mainland China in the midst of it's aggressive persecution of counter-revolutionaries. That fact by itself already proves that the accusations were more than likely truthful, and that the Americans were probably saved from further industrial espionage. Looking it up he was also named in documents from the US communist party and sidestepped questions regarding his allegiance to the US, I praise his honesty in pointing out that his allegiances primarily lied with the people of mainland China, but i also understand why the USA would have a problem with one of their premier scientists having such deep ties to an enemy state, both geopolitically and ideologically. Worth pointing out that Qian ended up being one of the primary supporters of all the ridiculous nonsense the CCP has done, from the Cultural Revolution to the Great Leap Forward, to Tiananmen, to calling Deng Xiaoping a "counter-revolutionary" One can argue this was all put on so that the CCP allowed him and his family to thrive in China, but i'm not 100% sure if it wasn't there all along

[@liquidsnake6879]

Where did you find that statement? Afaik Chang moved to Taiwan after being recruited by the ROC and having been impressed with the progress of Japanese electronics leading him to believe America was falling behind, which was a general perception most people had in the mid 80s After TI he even became the President and COO of General Instrument and before that was Vice-President of TI's semiconductor business before that, which is the highest role you can reach unless the President quits or gets fired. That's not someone being deliberately discriminated against, just someone stuck in a semiconductor role in a company that wasn't that heavily invested in Semiconductors and feeling like he needed to move somewhere else to have a bigger impact TI never really thought of Semiconductors as their primary business. Chang tried to change that, but they remained focused on hardware devices and calculators rather than semiconductor production, leading to his departure to General Instrument and shortly after to Taiwan on invitation by the ROC's president to run their state-sponsored Industrial Technology Research Institute, an opportunity few would pass because nothing is as secure and bottomless as state funds.

[@PomaReign]

Source? Nothing out there including himself shows that there was discrimination against him as the cause.

[@sflxn]

ASML had the forsight to buy the US company who pioneered EUV. Intel could have bought it. Applied Materials could have bought it. None thought it was worth the effort.

[@nightshine84]

ASML makes lithography machines for chip making. Applied makes other chip manufacturing machines not lithography. Intel buys those machines to make chips. ASML was the most natural company to buy EUV LLC. Next options would be Nikon & Canon.

[@4mb127]

Obsession on short term profits is really counterproductive.

[@willengel2458]

TSMC invested in ASML.

[@billwendell6886]

Cheaper wages overseas, that is made it profitable.

[@sirlesliechao]

or...AMAT decided to stay in their wheelhouse. AMAT makes tools for most fab processes - inspection, etch, metal/planarization, wafer annealing, and implant (pre and post Varian acquisition) - I'm sure I'm missing some, but you get the point. That's quite the technology portfolio for one company. Some companies excel at their niche and it's not worth trying to break into a market where other equipment manufactures are already well established.

[@bani_niba]

As a person who used to work in the semiconductor industry for decades: In a society that only believes in laissez-faire capitalism, it's only corporate profits that matters. That leads to all sorts of out-sourcing to increase corporate profits. Everything moves to cheaper locations that can do the work. Other issues like national (or world) security & stability don't mean much to corporations who are slaves to their quarterly returns.

[@deemey95]

Its also only short term profits that matter in a late stage capitalist system. They executives don't need to worry if the company is still around in 20 years, because they will only be there for 5.

[@BlackBird-gj4sx]

Looks like this tide is breaking. Both Trump and now the Dems are working on this. (FT video on inflation reduction).

[@ronjon7942]

@@deemey95Not untrue, but it’s not only the executives who are at fault. It seems like that’s how the entire structure is built, with relatively short, short term gains having such a disproportionate incentive over longer term (and riskier) promises of return. I don’t know a thing about why this Intel CEO made the decision he did, but it’s not outside the realm of possibility he acted upon the information he had at the time. And if I were to be rewarded, both at the corporate level and the personal, with a large stash of cash in a so-called short term, I’d have done the same thing…who wouldn’t?? Also, what’s considered a safer, short term perspective might not have seemed ‘short’ at the time…at least not from our hindsight view now. Maybe he did fk up, but this seems like a common theme amongst all kinds of American industries and companies. To me, this points more to a major flaw in the regulation of our capitalist market system. I just have no idea what the solution could be, much less even know exactly what the flaw is.

[@jasonmadinya7759]

its not about moving the manufacturing elsewhere, thats always going to happen. Its that the American company that was actually making chips (both in US and abroad) made the decision to not move forward with with the new techonology because their corporate management didn't think it would be more profitable and were extremely wrong about it. They were handed revolutionary technology paid for by the US taxpayers and said no, our MBAs think we can make marginally more profits without it. It was a bad decision for Intel and bad for U.S.

[@d1p70]

​@@deemey95yup. there's even a term for this phenomenon... IBGYBG decisions - "I'll be gone, you'll be gone" by the time the real impact of our actions happen.

[@ronxlii]

Our early tech companies were started and run by engineers. Over time the engineers running these companies were replaced with bean counters. American workers were laid off and the work was moved overseas to be done at a much lower coast. It was just a matter of time. Blame it on the greed of the top level managers at the expense of the American worker.

[@quinsutton7097]

I don't get that some people believe CEOs work hard. The vast majority now didn't even work hard to get there and were just wealthy enough for the position. They don't do anything, they don't produce anything, they're payed like 500 times more. F88k it, the workers should elect their management.

[@danielzhang1916]

so many managers think they can do the job just as well as engineers, short sighted

[@quickeye100]

America first time experiencing how it is when they make an advancement and don't capitalize on it, lol

[@huckleberryfinn6578]

As a German or European, this unfortunately sounds very familiar

[@salecousin5470]

What country are you talking about when you say America?

[@usurpvision]

No, our first time was during manifest destiny where the government was giving super cheap land to anyone willing to populate the western and southern fronts. Then when they realized they were running out of space to declare land for the state, they began pretending like that never happened.

[@usurpvision]

@@salecousin5470 The United States. We just call it America here.

[@salecousin5470]

@@usurpvision That defies all logic

[@unfixablegop]

The US really woke up late. ASML bought a stake in the Zeiss subsidiary that makes these crazy mirror focusing systems. ASML only paid a billion dollars for that share. Even just a billion can do great things if you know how to spend it.

[@e_valley2707]

Yea, any discussion about EUV without mentioning the 10 years of development and Zeiss is, imo, BS.

[@mikemuponda1781]

Just a billi ..no biggie 😂😂😂

[@Swecan76]

@@mikemuponda1781 A billie that could end up as a return on investment as a Trillie. lol.

[@enemyspotted2467]

It is pretty crazy. The facility that pioneered lithography, developing the technology from a patent to commercial use, did it through a US air force program in the 60’s. That facility later became part of EUV LLC and was purchased by ASML. Most of the challenges faced by EUV were solved in US-based labs.

[@reddragonflyxx657]

​@@mikemuponda1781A billion dollars buys you like 2.6 Twinscan EXE:5000 lithography machines from ASML.

[@PeetSneekes]

Bloomberg is interviewing itself these days?😂😅

[@Actor_bad24IK]

But they always have Great content...high quality picture too

[@ahilltodieons]

I thought the same thing: "We get our information from our sources, which source from sources we've paid to source."

[@lil----lil]

😅😅

[@HOPCOUNT]

I don't care for all the industry leading talking heads they bring on anymore.

[@markd.1025]

@@ahilltodieons they don’t pay to source. Lazy comment

[@robertolin4568]

As a Taiwanese involved in semiconductor industry, 5:24 is a very misleading interpretation. Intel has a very different business model than TSMC. It’s a very consumer-facing company, doing both designing and manufacturing. Its profit ties heavily on its capability on launching new product to the market. TSMC only specializes in manufacturing and doesn’t launch any product. You can even say that TSMC’s chip design capability has fallen behind Intel for at least 50 years, in the sense that it doesn’t design its chip at all. Intel trades part of their chip manufacturing capability to chip design business. The differences in business model shouldn’t be interpreted as what the video intended it to be.

[@KC-vx7gj]

They dont really care avout Taiwanese interest. All they care is getting you to do the hard work from which they can profit

[@AL-lh2ht]

@@KC-vx7gj They literally made taiwan one of the richest countries per capita in asia.

[@w10-v4l]

​@@AL-lh2htNo, they made California the richest country in North America.

[@typicalgamer5560]

@@w10-v4lCalifornia isn’t a country

[@HanSolo__]

@@typicalgamer5560 Whoosh

[@wunwong9251]

We privatize profits and socialize costs in this country. It's not surprising that Government Sponsored Research results and support for technology gets sold out, the same way we offshore manufacturing. Another self inflicted injury.

[@quinsutton7097]

Maybe we should consider socializing profits too.

[@AL-lh2ht]

The us is literally the leader in terms of advancing tech and science. all countries subsized their major industries. Also those "privatize profits" gets taxed.

[@rxonmymind8362]

Didn't American companies invented compact disc's and sold it to Japan? LCD screens too.

[@aramisone7198]

​@@AL-lh2htBut many scientists are from other countries but live in the US its called brain drain.

[@Avantime]

Intel didn't use EUV because they tried to advance past 14nm but got stuck big time, but were too proud to switch tack and either buy from TSMC, or adopt EUV because unlike smartphone ARM chips where smaller nodes mean big power savings and longer battery life, x86 desktop/server chips doesn't need to be that power efficient at higher cost and lower profits. And also because they were facing minimal competition from AMD so could afford to get stuck for years, that is until AMD fought back with Zen/Epyc. If Zen/Epyc didn't exist Intel might still be on 14nm.

[@qake2021]

👌👌👌👍👍👍

[@williamelewis464]

We aren't talking about consumer grade chips, the fact you don't get that shows you like to speak about things you don't understand

[@Boris-Vasiliev]

Power efficiency is important in any chip, doesnt matter, if you have your personal powerplant for it. Less power consumption means less heat density, so you can cool it with a simple radiator instead of liquid nitrogen and have more cores on higher clock speed.

[@E3_Kruger]

"server chips doesnt need to be power efficient" Just stop.

[@flyerphil7708]

I think you mean tack not tact.

[@Erik-rp1hi]

Intel's ceo blew it.

[@mrcool7140]

Read the other comments. It's bigger than that.

[@rxonmymind8362]

​@@mrcool7140How much bigger? I'm going through the comments and just hear about his fascination with quarterly profits. Care to share any insight?

[@doctorwilly]

TSMC first overtook intel in 2016 at the 10nm node, which wass done without EUV. TSMC's first 7nm in 2018 (similar to Intel's old 10nm) was also done without EUV. EUV wasn't the biggest reason intel fell behind, but why it stuck on 14nm without back up plan for so long still puzzles me to this day.

[@gobimurugesan2411]

U become a villain

[@maggiejetson7904]

CPU profit margin is not that high and Intel was not in mobile business (cell phone) that needed the low power chips. Apple was willing to pay anything to make it, as it doesn't make money off chip but off the phones and ecosystem (software, icloud, etc). Intel miscalculated that they were only competing with other companies making chips instead of phones and ecosystem money.

[@doctorwilly]

@@maggiejetson7904 not sure what that has to do with getting stuck on 14nm

[@concinnus]

You're half right. Intel thought they could skip 10nm density on desktop (go from 14 to 7) while staying on DUV. They did it, but it took 4-5 years too long.

[@doctorwilly]

@@concinnus which 7nm are you referring to? the "Intel 7" node we know today?? That was known as intel's "10nm node" before a marketing name change to make it sound like a similar class node to TSMC/Samsung. The current "intel 4" node was actually their former 7nm. I am referring to the old 10nm in my comment. the fact is intel tried to migrate from 14nm to 10nm(intel 7) with no success for 7+ years and they did not try to skip it....

[@tetchuma]

Regarding the chip shortage: For 4 years, I worked at a Texas-based semiconductor fabrication plant. (DUV and I-line) Our fab has been running 24/7 all throughout the pandemic. The bottleneck problem is, all 300mm wafers have to be put on a train, then a cargo ship or a plane, shipped to either China, Taiwan, Philippines, Japan, South Korea and Malaysia to be cut, then put into their final chip form, then sent back the the US, where they have to be redistributed, then installed wherever they are needed. Some are even installed on their circuit boards after this process, due to the circuitry ALSO being created overseas. There is no facility in the US, that can do this final process in a high capacity scale, nor plans to do this, because it’s cheaper to outsource to other countries. Not forgetting the fact that the machinery needed to do these complicated procedures, are all patented and built by Asian and Norwegian countries. Now, think about it pragmatically; If your country was just getting back to work from the pandemic, who do you think they would prioritize? Themselves or US (who had a president that downplayed Covid, blamed China for it in the first place AND by proxy, caused horrible crimes against citizens of any and all, Asian decent) ? I say that only because right after we had gotten shipments caught up after Trumps “tariff war” debacle (which is a tax that WE, the consumers pay) then we got hit by the pandemic. Once gain, we were having to store excess wafers due to the supply chain being backed up. We have $millions of dollars worth of chips that are STILL waiting to be sent overseas, finalized, then sent back. (Then you have factors such as excess shipping containers that are overcrowding Asian and US ports, making organization more difficult, a decrease in truck drivers, the occasional container that falls off the ship in a storm, excess fuel costs slowing down distribution, etc. Some higher end chips are flown over on cargo planes, which has also increased costs due to fuel and pilot shortages.) Y’all want faster chip production? Find a way to move final chip production stateside!!! I left that industry after witnessing poor management and poor future planning.

[@compugasm]

_who do you think they would prioritize?_ I don't blame them for having a China First policy. _downplayed Covid, blamed China for it in the first place_ They're responsible. And we shouldn't look the other way, simply because that was in our temporary best interest. _after Trumps “tariff war” debacle (which is a tax that WE, the consumers pay)_ In the short term, yes. But again, simply short term thinking is what is doing long term damage to our economy. Not only has Biden left in place Trump's tariffs on some $300 billion of Chinese goods; this week, he threatened to triple a 7.5% tariff rate on China steel and aluminum to 25%. So if you're not in favor of Trumps tariffs, Biden will possibly triple-down on it.

[@crazyelf1]

I don't think that the politicians have the long term vision to do that and the corporations in the US that own the politicians are only interested in the short term profit.

[@korakys]

Costa Rica is working on becoming a leader in microchip packaging. That should fill the hole without being too far away (short ship journey).

[@tetchuma]

@@korakys Is Costa Rica in the U.S.? No. Are they closer? Yes. Political upheaval from neighboring Central American countries have been known to block, or even, commandeer cargo ships during civil unrest. (These countries still don’t like the U.S. because of the comments made by the last president) Then there’s the other factors: Ships are getting bigger. Yes. Yet the maintenance budget on them is required to somehow… be cheaper than the small ships… to turn a better profit for the ship owner. These shipping companies pay ZERO taxes to our country, because they fly flags of convenience. Ships still sink from time to time. Who pays for it if they are under insured? (Which is most of them) Litigation for these disasters can take decades. Ships can block canals. (Or take out bridges) Harbors get delayed with union strikes and worker shortages. Prices for shipping fuel keeps going up; that translates to more consumer costs. (The company shifts that off of themselves) Why can’t we just agree that the best course of action, is to bring full chip production, state-side? When the Chips Act passed, TI was already paying for the expansion of a Malaysian facility. The Chips Act does not allow that money to go towards foreign countries. So… rather than future proof our country, it was decided to outsource, well, everything. Not even the Chrysler 300/Dodge Charger/Dodge Challengers, are made in the U.S. Every single one of those “American Muscle Car” models were stamped, forged and assembled in Ontario, Canada.

[@lagrangewei]

nvidia doesn't even make chip, they just buy them from TSMC, why they market cap goes up was because of speculation on AI. it has nothing to do with chip manufacturing. in fact nvidia only grew because they primary competitor in the past, 3dfx(dead) and ati(now amd), spend more of their money building part of their hardware, while nvidia focus on solely design and software. demostrating the superiority of the outsourcing model. AMD would follow this selling their fab business(now GlobalFoundries) and focus on design and software as well, netting them the deal with sony playstation which is also seeking to get out of making their own hardware. the entire TSMC business is build on outsourcing chip production, if the outsource model isn't superior, it would not have been so dominate, yet it is also misleading to amusing outsource number are the entire chip industry, obiviously intel and many chinese companies that build inhouse are not accounted for. I have yet to see any media put up a decent research that compare both outsource and inhouse production. without which you cannot do a comparison between nvidia and intel as it would be worst than comparing orange to apple.

[@tomerpaz]

Exactly! See my comment, I read yours only afterwards:) I tried to explain in my comment that this clip is a great example of Daniel Kahneman bias thinking principle...

[@TomMcinerney-g9b]

Division of labor (specialization) via outsourcing led to vulnerability to geopolitical competition. Also relevant that Intel began bemoaning the huge capex of new fabs 25+ years ago ... and that capital investment has been limited in lots of stateside industry since the imperative, after 1980 shifted to shareholder returns.

[@tonyng1600]

the pt of US making chip is not to cut cost compare to TSMC, thats why nobody did it in the first place. just now everyone including europe realize chip is the new oil and you cant have oil in other countries just incase there is a global war breaks out

[@Allen-L-Canada]

Intel is still try to do both design and manufacture, but their design is behind AMD, and manufacture is far behind TSMS. What are chances they catch-up on both ends?

[@rasmusnorberg13]

I think you're forgetting the exploding revenues and profits for Nvidia.

[@Sjalabais]

"One atom thin layers"...wow. Human tech is inching towards the physically possible?

[@brandonzhang5808]

Always has been

[@randomname1392]

Well we've kinda reached it a few years ago, we're on the optimization side now

[@gviehmann]

It's about the surface roughness. How hilly and jagged the top atomic layer may be, not the thickness.

[@billwendell6886]

Yep. The limit is the fact that the "noise/electrical interference" of the subatomic particles in an atom moving around becomes a problem. Spock says Fascinating.....

[@Beau_Guerrier]

"Atoming toward"*

[@crissd8283]

Just like Boeing, Intel was run by market people, not engineers. Instead investors put these market people in charge of these companies and ultimately they win because they fail but can convince the government they need our tax dollars. Ultimately, they lead to higher profits because the tax payers make their profits. If an engineer was running the company, they might be winning and not need our tax dollars but their profits are still lower because they don't get our tax dollars. All these subsidies encourage crony capitalism and we get stuck doing this over and over. Just one more bale out for these massive companies. Then Elizabeth Warren, who voted to give these companies massive subsidies, complains these companies have massive profits. You are the one doing it!

[@bluphoenix6412]

Politicians gonna do what they do best. Am I right?

[@crissd8283]

@@bluphoenix6412 Crush the middle class and grab more power over the people?

[@rockpadstudios]

they both went woke also

[@RedWolfenstein]

Go woke get incompetent

[@clamboat6075]

Warren is a bad person

[@heidelbergaren5054]

Nothing like government funding when capitalism needs to win

[@garymail4393]

I hope you are being sarcastic

[@lawrenceralph7481]

It is a poison that creates soporific failures.

[@chadgarcia983]

Like China right?

[@RamiroAvila-v5z]

@@chadgarcia983Who do you think china learned from?

[@TheModeler99]

@@chadgarcia983 Is China Capitalist?

[@LadyF71]

Sickening that government grants are needed when they should have reinvested in the company. Just 🤒

[@AL-lh2ht]

All major industries are subized by the government. This is true in all countries.

[@brotherbig4651]

China did the same.

[@kalwongkl]

Intel CPUs has been offering IPC gains

[@andrewkinsey8754]

That transitioned from 'America' to 'Intel' pretty swiftly

[@timwildauer5063]

Having the machines here in the US means nothing. Almost no one here in the US knows how to run them. We need to invest a lot more in education.

[@NightshiftCustom]

no one seems to know anything these days lol

[@jacquelineperet6599]

Where China excel thank you

[@Dr.MSC.W.Krueger]

@@jacquelineperet6599 At stealing knowledge and company secrets? Happened a lot here in Germany during the 90s and early 2000s.

[@quinsutton7097]

It isn't profitable to invest in education.

[@AL-lh2ht]

You have no idea the amount of chips the US produce do you?

[@desmondkwang5945]

Many large American companies are too short term focus. Boeing is a perfect example.

[@henrythegreatamerican8136]

Boeing is an example of what happens when companies pay off politicians to reduce regulations so shareholders can earn bigger dividends.

[@Trgn]

Boeing spent more on economics himan than actually improve products lol

[@tristianlamb]

In these uncertain times, it's more important than ever to have a solid understanding of how to manage your finances, invest wisely and navigate economic downturns. But my primary concern is how to grow my reserve of $240k which has been sitting duck since forever with zero to no gains, sure I'm all in on the long term game, but with my savings are lying waste to inflation and my portfolio losing gains everyday, I need a remedy.

[@Jonathan-hardwick95]

If you need advice, consider speaking with a financial advisor. Don't get me wrong, you can do it on your own, but financial advisors have a lot more knowledge and expertise in this area.

[@pentagon1985]

You are completely right, Advisors have information and paths that are not disclosed to the public.. I profited £560k in 2023 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.

[@greggorys]

That's impressive! I could really use the expertise of this manager for my dwindling portfolio. Who’s the professional guiding you?

[@pentagon1985]

Rebecca Lynne Buie is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

[@ClaudiaFassmann]

​@@pentagon1985Hoffentlich hat die Steuerfahndung Sie im Blick. Oder die Polizei. Solche Leute wie Sie ruinieren die Welt. Pfui.

[@nanzansarcade]

America's problem is not worlds problem.

[@TomG-f4r]

You should preferably hope the world's problems are America's problems , who who whom you gonna call ?

[@trollmcclure2659]

@@TomG-f4r Not the USA for sure, countries usually don't like being invaded/occupied/vassalized or experiencing a coups/riots by the an imperialist country that has been at war more than 90% of its time since its birth

[@purplemicrodot58]

2:00 How can a layer be polished to have a thickness of less than one atom? The video goes on later to correctly state that this is impossible at 2:47

[@pmirsky658]

It's a SMOOTHNESS of less than one atom, not a thickness. In other words, the variation from the peaks to the troughs of any surface errors are less than one atom in size.

[@purplemicrodot58]

@@pmirsky658 Ahhhhh. Thanks for the explanation!

[@neuemilch8318]

"We don't have to take over the car, we have the fastest racehorses in the stable, our competitors will never catch up with us. EUV is like the internet" - Brian Krzanich

[@philipng476]

I recall Intel, Samsung and TSMC or some Japanese companies equally owning majority share of AMSL. That is Intel just one of the major investors unless I was mistaken. So the notion that Intel is the company contributed the most of the success of ASML is really arguable.

[@lagrangewei]

TSMC engineer like to say, lithography machines is just the oven, you can't make bread without bakers. the reason US lost the chip race (yes, China already produce more chip), isn't because it doesn't have the best oven, it because american don't want to be the baker, it a hot and boring job. Asian country are ahead because of their culture and willingness to work hard. when TSMC can't find "baker" in the US, the tried to bring them in from Asia, only to be stop by the unions, american unions are destorying US ability to "bake chip", it's that simple. people who talk about this like it a technology mistake, are just diverting attention away from the fact that american rather be youtuber than engineers...

[@gregorymalchuk272]

Yeah, they work slaves on 12 hour shifts under adverse conditions. It shouldn't even be legal to sell such chips in western countries.

[@siyabongampongwana990]

KZbinr = more status; more status --> women; women prefer men with status over engineers. Engineers get the least action when it comes to women.

[@KangJangkrik]

(Karen comments in 3... 2.. 1..)

[@nejihiashi]

Seems like people don't want to get to the dirty jobs they outsource it to low paid workers, those low paid workers actually improved the secret sauce how to bake it to perfection, now they want that secret but the bakers are lazy.

[@monsterboomer8051]

USA needs more gendah policies. Somehow it will boost invention and tech growth. You know, more transgendah = more tech.

[@TobyMole]

This narrative makes it sound like the US invented these machines. But ASML (and others) have been making lithography machines for decades before EUV. The idea that the US was previously a leader in semiconductor *manufacturing* simply because it part-funded one of the many technologies used in the *current* generation of lithography machines is propaganda waffle.

[@KomenJolokia]

the only problem is they *do*

[@raynash4748]

Why..... Lobbyist were able to sway American politicians (Both parties) to abandoned American manufacturing for Cheaper Taiwanese labor.

[@mapleveritas2698]

Well, no. Check the biography of TSMC's founder. Seriously. You will find the answer there. While you are at it, check the biography of the guy who started China's missile and nuclear efforts. All American educated. Oh, check the biography of the CEO of nVidia as well. See the pattern?

[@JohnJones-k9d]

Nah BS. What it is in reality Taiwanese engineers and scientists are better.

[@raynash4748]

@@JohnJones-k9d That's odd, Then why did TSMC need Intel engineers for setting up its present manufacturing plant. Puzzling..lol

[@mintheman7]

@@raynash4748 If you think Intel would lift a finger to help TSMC, a direct competitor, then you obviously know nothing about the semiconductor industry. TSMC had a hard time recruiting for their Arizona fab because nobody in his right mind would work 12-hr days, 6 days a week and be on-call 24/7 all for a below US average salary as the engineers do in Taiwan. TSMC had to fly in hundreds of engineers from Taiwan to get the Arizona fab up and running, and they are still multiple years behind schedule.

[@quinsutton7097]

Taiwanese labor laws are laxer.

[@tacticalpoet]

Cryptomining and AI hype bubbles have driven GPU chip demand has been primarily responsible for nvidias growth

[@WanderingExistence]

How are data centers hype?

[@astroNexx]

bitcoin hasn't been mined with GPU's since 2013. there are companies like bitmain and antminer who produce whole machines and they don't use nvidia at all. this is all AI hype and is likely a huge bubble

[@ain92ru]

NVidia is a fabless company so that's an irrelevant comparison altogether

[@RafitoOoO]

@@astroNexx Bitcoin wasn't but ETH was mined with GPUs until it moved to PoS. I know because I had half a dozen 3070's mining ETH in 2020~2021 lol. Those cards were literally printing money for a few months until everybody and their moms started mining as well.

[@ILoveTinfoilHats]

Nobody said Bitcoin ​@@astroNexx

[@chi-jenyang9752]

I am old enough to remember the days when people used to say that governments should not pick winners.

[@charlesbartlett2569]

You must be ancient old wise one!

[@angeladansie4378]

That was before globalization. American companies outsourced the jobs AND technology to increase profits. We need the government to subsidize bringing the jobs & technology back (basically bribe them) because corporations only care about money. It's not about "picking a winner," unless you're talking about the USA in general. Right now, we're at the mercy of whatever is happening in the South Pacific for chips. That's INSANE, because they are a fundamental piece in almost everything now. We saw how bad that can be during Covid. Now imagine if China decides to invade Taiwan & manufacturing is halted. Done. No more new cars, phones, and dozens of other items. Or they become unaffordable.

[@AL-lh2ht]

Literally all major industries are subsized. In all countries too.

[@passantNL]

Yet many of the most successful economies did exactly that. Not picking winners is just a dogma. You just gotta pick wisely. The mistake governments often make is to pick winners by protecting older stagnant industries from more innovative newcomers.

[@brotherbig4651]

Explain what Chinese government is doing and why they are so successful.

[@4RILDIGITAL]

Fascinating insight into the world of semiconductors and how geopolitical dynamics have shaped its advancement. I've also found the role of EUV technology quite intriguing, bringing a new dimension to our understanding of technological progress. The quantum leap from a small Dutch company to a major players against Japanese companies is an inspiring journey. It’s disappointing that US companies did not capitalize on their investments, affecting their dominance in the market.

[@013nil]

yaah and then they (possibly) threatened Dutch to not sell these machines to China.

[@portalminer8813]

I spent over 25 years at Intel and I have a slightly different perspective. Intel has a "copy exactly" philosophy when it comes to their fabs. All are identical. Intel simply couldn't get enough EUV machines to handle their leading edge capacity needs and they couldn't run different versions of their process in different fabs. So they chose to use a different lithography technique across all fabs. It's called multi patterning and it didn't work so well. Their mistake was in not running what's called a small "boutique" process line to get experience with EUV until they could get sufficient machines. Also the chips TSMC was making were much smaller is size and therefore they could take the hit of lower yields. The smaller the die the higher the yield at a given defect density. So they could get up to speed faster and still ship volume to their customers. It was a hard lesson for Intel but I think they are on their way back to process leadership. Only time will tell.

[@M69392]

Intel has and always had "boutique" and not so "boutique" labs running all sorts of experiments. Some fruitful, others not. Management just made the wrong decision at the time, that's all.

[@sirlesliechao]

Multi-patterning has been around for years, and most companies are doing it. It pre-dates mass produced EUV by several years. I think you guys started using it with the 14nm node, which far pre-dates EUV which was first used by Samsung for the 7nm node. It's also used a lot for NAND as well. On the Intel side, EUV was first introduced with Intel 4 (formerly 7nm). Whether there were discussions about using it for 10nm (aka Intel 7) I don't know. But reports that have leaked over time about the difficulties (and the 10nm being close to 5 years late) seem to indicate that they were being too aggressive in scaling as well as the issues surrounding the use of cobalt for some layers instead of the traditional liner + copper. I'm sure management and spending didn't help, but it kinda seemed like you guys had ran yourself into a hole and had to just keep digging.

[@mintheman7]

As someone that works for a semi equipment maker, I can tell you CE! definitely has been slowing down Intel's progress for decades. We freely share the latest advancements with Intel's competitors such as TSMC, Samsung, but couldn't do so with Intel due to CE! A lot of times we won't even discuss these changes with Intel due to the fear of something getting locked into CE! and freeze our supply chain.

[@portalminer8813]

@@mintheman7 What is CE! ?

[@mintheman7]

@@portalminer8813 Copy Exact is usually shortened to CE! in documents, surprise you didn’t know that after working for Intel.

[@LucreziaGoupil]

Greatest Binary video! You gave me inspiration today. My wins were were 7 out of 10, while listening to your video. Thank you.

[@nathangamble125]

TSMC overtaking Intel in CPU process size wasn't because of EUV. The first TSMC manufacturing process which overtook Intel was "N7", which was slightly denser than Intel's most advanced process at the time (10nm). N7 doesn't use EUV, it only uses DUV (Deep UV, the predecessor of EUV). However TSMC extended their lead by adopting EUV for N7+ and N6, which were enhancements of the N7 process; while Intel stayed on DUV for "Intel 7", which is what they called their enhanced version of 10nm. Intel will use EUV for their next-gen "Intel 4" process, but TSMC is already making chips (Apple M3) on an "N3" process which is significantly denser. Intel 10nm was a complete disaster, which ended up taking about twice as long to develop as Intel planned, while also being much less reliable and more expensive than expected. Meanwhile, TSMC N7 progressed faster and performed better than most people expected, resulting in Intel competing against AMD's 3rd generation of processors built on N7 (Ryzen 5000-series) with 11th gen Core CPUs built on Intel's old 14nm process from 2014, with half as many cores and double the power usage, for most of 2021, until Intel finally got 12th gen CPUs built on the Intel 7 process out.

[@tec4303]

I'm honestly glad that no single country has the means to make high-end chips. Hopefully that interdependence keeps us from killing each other

[@Malc.Mclagan]

I’m working in Intels Fab34 in Ireland and it’s installing 16 EUVs. They are beasts.

[@NikolaosSkordilis]

2:02 Is _subatomic_ smoothness really possible? Apart from the implausible feat of somehow polishing to

[@jaker3151]

I bet the Intel CEO that made the terrible decision still got millions in bonuses, shares and compensation. They always do.

[@danielzhang1916]

it's ridiculous that these CEOs just walk away with millions, even after messing things up

[@bluphoenix6412]

It's called failing upwards. Very common in this line of work. Also, a seasoned, irresponsible CEO is preferred to a nobody.

[@rcisneros8567]

individual profit over corporate health. The US keeps bailing them out. They keep the profits, and we pay for their failures. nice scam.

[@yellow4563]

Fantastic explanation of the technology.

[@elainemunro4621]

Applied Materials was the leader in chip making machines un til ASML. What happened on their end to lose out?

[@robertolin4568]

Conclusion in 6:53 is also shaky. NVIDIA’s business have had one booster after another since 2016 to now. Starting from Alpha Go in 2016; and then crypto mining; and then the pandemics; and more recently ChatGPT with other emerging AI algorithms. Also note that NVIDIA doesn’t even manufacture its own chip. It doesn’t even have any manufacturing technology like Intel does. Instead it outsources all chip manufacturing to TSMC. To say that Intel lost to NVIDIA because of not having EUVs doesn’t really stand a point.

[@maikel3572]

Nice story bro framing it like the US made it all possible but it was Dutch ingenuity and persistence that made it work. It’s technology but how these machines work and how they even figured it out is closer to magic than anything else.

[@M69392]

"Dutch ingenuity and persistence", lol. All these companies employ people from all over the world, the teams are 100% international. The only national things are politics and finance.

[@abrahamharmouche3955]

@@M69392 absolutely not, the Dutch to the semiconductor chip industry are what German engineers are to the auto industry. Stop the hate and when you see a Dutch, don’t forget to tell him how much you appreciate! 🇳🇱🇳🇱

[@M69392]

@@abrahamharmouche3955 "The hate" ...

[@abrahamharmouche3955]

@@M69392 you heard, put respect on it! 🇳🇱🇳🇱🇳🇱🇳🇱

[@DDA388]

Agree, but don’t forget the Germanz from Zeiss, they put a lot of effort in this as well.

[@JasonBell-y3q]

It is very impressive to see you trading binary options live. Really inspiring! Thank you!

[@riseup3117]

Worked for Intel for 15yrs all in the FAB. Intel lost sight of its reason for existence and became comfortable with its technology lead and began to focus on DEI programs. Dedicating 140 million to that effort of hiring "not the best" but hiring on a demographic representative basis. Having senior executives stating" within a year I will change my staff to 50% women" as their primary focus is an example of this dilution of focus and quality of leadership.

[@angelinaantonova3094]

Emma, your explanation of candlestick patterns is on point! This video really helped me understand how to identify trends better. Keep up the great work ��

[@Mayangone]

By 2027, TSMC, Samsung and Intel new plants will be operating. My question is - who will be buying those newly minted OVERCapacity chips?

[@NightshiftCustom]

umm every new APU for all xbox/PS's, every new server chip, every new pc AMD/intel cpu, every gpu made by intel, amd, nvidia, all cell phone chips think about it man the list is even bigger then that

[@davidt02]

@@NightshiftCustom What will happen to the fabs in SK and Taiwan if the US starts to flood the market with high end chips?

[@GBR9794]

@@davidt02 What? TSMC and SK are already making high-end chips. It is the US that needs to catch up on the production capacity. I also worked at AWS (one of three major server companies) and many businesses need so much computation, storage, management capacities from us where we just cannot keep it up without hiring hundred of people every month to keep up the expansion and maintenance. We are literally proping up new sites every three months with capacity of 500k server spaces just in my state's cluster alone.

[@zen7938]

same as the real estate market. Over supply of housing and creating ghost cities. But the fertility rate is going down.

[@AL-lh2ht]

There is literally a higher demand for chips then production for everything.

[@nulnoh219]

Who mixed the Audio?

[@crovian7]

It started when we outsourced everything to get cheap labor when I was a kid in the 90's. My grandparents worked for HP. They sent everything overseas. That was the worst, most corrupt choice. Now we all pay.

[@brotherbig4651]

No. It starts from Regan.

[@disneyfan_1237]

Your not thinking like a CEO. If you DONT outsource, then you can't make as much money.

[@gobimurugesan2411]

Then ready to buy apple iphone for 3000 dollars...lol

[@danielzhang1916]

@@gobimurugesan2411 iPhones are ridiculously overpriced, I got a Pixel 6 for just $600, can't believe some people are willing to pay $2-3000 for those fancy tablet phones

[@JajaborMusic]

Female reporter is 🔥🔥

[@Sebastian0729]

you guys didn't mention how you US killed Japanese chips industry they were ahead of US intel or any american company

[@polego1010]

Gracias a todos por los avances en tecnología de microchips, la paz mundial depende de que todos los países tengan esta técnica.

[@Reinaldo-e9y]

If there's one thing I understand, it's geometry: Holland, Russia and China are on the same line. The US has been left behind...

[@Below4DC]

China will get its own duv and euv, its just a matter of time.

[@pjacobsen1000]

"China will get its own duv and euv, its just a matter of time." So will North Korea, it's just a matter of time. Of course, the big question is: How much time? A decade? Two? A century? These things matter a lot.

[@EbonySaints]

​@@pjacobsen1000A decade would be China being a slowpoke. I wouldn't be surprised if they were at parity with us by the end of the decade. North Korea on the other hand, considering that outside of ballistic missiles and nukes they are still manufacturing early Cold War era weapons at the best of times, probably sometime by the end of the millennium.

[@danielo9902]

@@pjacobsen1000 look how little time it took china to have its own space station. don't underestimate them

[@pjacobsen1000]

@@danielo9902 What do you mean by 'how little time'. If you start at the Qin Dynasty, it took them over 2200 years. When do you start counting? If you start counting from the time China first entered space exploration and sent up it's first satellite, that was in 1970, 54 years ago. They launched their first space station in 2011, after 41 years. Is that a 'little time'?

[@theburden9920]

@@pjacobsen1000 your comparing north korea to china really?

[@snowsong100]

Wintel is too comfortable a paradigm for both companies. Now it is time to shift paradigm, both companies are being caught by this rapid change. From Window PC to Network computing, we have used ten years. Mobile phone to PC anywhere, about 20 years. Computing anywhere to AI paradigm, 10 years. From AI orientation to AI ready, 10 months.

[@anantokhan1217]

Everyone's gangsta until quantum computer shows up

[@marcelorueda7683]

CHINA YA LLEGO A ESTO CHIPS DE 3 NANÓMETROS Y ESTAN HACIENDO PRUEBAS PARA PRODUCIR EN MASA ,10.000 CIENTÍFICOS TRABAJAN EN ESTO Y OTRAS TECNOLOGÍAS NO PARA COPIAR SI NO MEJORAR

[@Shambles7698]

Intel will never beat TSMC. They maybe can beat Samsung because intel a pure semiconductor company. but not TSMC

[@Azuria969]

it will tsmc will be no more soon, since china will occupy

[@kashyapchonekar5437]

intel made finfet first tsmc was the one lagging

[@Simon-sw4ov]

as a wise boy once said: never say never

[@coolyoutubechannel5891]

Never say never. Markets can shift quick with tech breakthroughs. People would of said that about TSMC beating intel in the past.

[@Simon-sw4ov]

@@coolyoutubechannel5891 Not just tech. You should also keep geopolitics in mind Edit: especially in this case

[@hsingkao2024]

In terms of hardworking, not many Intel engineers can survive at TSMC.

[@Romanzuev-z9b]

Thank you for sharing your experience and knowledge with us. Your video is truly an eye opener to new opportunities and approaches to trading.🛃

[@GamerbyDesign]

Another example of how global trade and outsourcing to save ten cents ruined everything.

[@brotherbig4651]

If you don’t do that, you will have inflation, which is worse than losing jobs.

[@GamerbyDesign]

@@brotherbig4651 Don't give me that bs were doing it now and still have inflation so what's the difference?

[@brotherbig4651]

@@GamerbyDesign You are currently decoupling with China. A lot of Chinese products are banned. If you allow China to import their electric cars and other manufacturing products, you won’t have an inflation at all. You can buy a new car for 10k in China.

[@GamerbyDesign]

@@brotherbig4651 And when was the last time you can buy a new car for 10k in the us? There will inflation for a while then new companies will start manufacturing here and it will go back down. Never should have coupled with China in the first place all that it did was help them.

[@brotherbig4651]

@@GamerbyDesign You are dreaming. US don’t have the engineers, labor, and technology to build new factories. Your people don’t even want to work for 5 days a week. They think manufacturing is too boring and exhausting. China built the factory for Tesla in a year. It took Texas 4 years to build a much smaller one for Tesla. TSMC wanted to build a chip factory in Arizona. They couldn’t find enough chip engineers and manufacturing workers in the US. They wanted to import their experts from Taiwan to train local people. And the effort was blocked by anti-immigrant law makers. And if you tell me it is because the workers are not paid fairly in the US, then it means you want to massively increase their wage, which will push up the inflation further.

[@ram50228]

Banning tech to other countries, shows that already lost the race. There is no more competition and knows the other part is going to win. China is working on the light-CPU, which is 100x faster than silicon. The same that happen with the cars, which were taken by China EV factories, will also happen with the CPU´s. On that moment, China will retain the tech for itself and leave the western countries in the dark. The wise way to live in the "global village" is cooperation and see together the obstacles the humanity face in the common future. there is no other way to survive.

[@happymelon7129]

The main reason U$A will never able to compete in Chip manufacturing. All the country that do well in chip manufacturing , has Confucianism culture. For chip manufacturing, a high level of discipline is the key, and most Americans today don't possess it. They call it “forced labour" Taiwanese media reported on August 2 that TSMC claimed the production holdup at its Arizona facility was caused by a shortage of trained American labour and that they had sent staff from Taiwan to assist with the factory's development. Labour union officials in Arizona, on the other hand, criticised TSMC for exploiting this as a justification to bring in "low-wage foreign labour."

[@kennethkong5484]

that's deep, too deep for western artificial outlook

[@samrapheal1828]

Correctmundo maximus - look at Boeing's shift from Eng./mfg. company to finance focus. BA's engineers & factory floor workers are NOT the problem, C-suit [mis]management is.

[@disneyfan_1237]

Yes, the American work ethic and culture is to blame.

[@happymelon7129]

@@samrapheal1828 Hope this whistleblower stay safe. 2024-4-18 A Boeing engineer says he was harassed and threatened by the company after raising serious concerns about the safety of its planes. Sam Salehpour, the engineer-turned-whistleblower, also believes assembly flaws in the 787 Dreamliner mean the plane could fall apart and drop to the ground midflight, and that it should be immediately grounded.

[@SouthernCross-e2w]

Why is it when the US Gov subsidise their local companies it is called "funding" and when others does it the same, it is called subsidising?

[@TweakRacer]

8:28 “Government funding” = taxpayers’ money. 😢

[@bluphoenix6412]

Exactly! The government doesn't make it's own money. That's taxpayer money. Collected or wrongfully taken, however you'd like to call it, from the working American.

[@SpazzyMcGee1337]

Great video as always!

[@toddtheisen8386]

USA did the same thing with Middle East oil in the 1970's. Shifted from a net exporter to net importer because foreign oil was "cheap". Then embargoes happened, wars happened and oil became a method for adversaries to attack the USA. Today we are the world's largest producer again but it took decades to fix that mistake.

[@AL-lh2ht]

The US became the largest producer again do the fracking and advancing technology. Not policy changes.

[@OKOKOKOKOKOKOK-zn2fy]

They should stop preventing fusion power from entering the market. We could have done fusion decades ago. Oil said no.

[@Bobby-fj8mk]

@@OKOKOKOKOKOKOK-zn2fy - no - fusion is a money pit - it will never give us a real power station.

[@RhonaHaskin]

Thank you again for this amazing strategy! I wiped out my account using diffrent strategys but i will stick to this one

[@jasonbull179]

Bloomberg, can you sort out your audio. How hard is it.

[@AnjulaGodakumbura]

yea.. soo faint...

[@jankboettstein8643]

ASML in netherland is maybe nearly unknown, but this was the only succesful part of Phillips.

[@hansmemling2311]

The narrator voice is way too soft in volume. The difference between his voice and those interviewed is way too big also.

[@oneshothunter9877]

+ the frickin' background music. Absolutely not necessary.

[@NyanyiC]

I think the sound engineer is the one who messed up

[@erintyres3609]

2:40 I once overheard a process engineer complaining about unreasonable tolerances. One of the chip's layers was to be only 24 molecules thick, and the layer thickness should have no more than 3% variation.

[@AlexandreMS71]

I still think all these shenanigans against China are just the correct incentive for them to drop gargantuan amounts of money to develop the technology to catch up and surpass ASML.

[@Trgn]

They are already pumping out mass non high end chips for their own domestic market. It's only a matter of time when they develop their own tech

[@grigoriyodincov3369]

Чел ну ты просто нечто) всегда по кайфу смотреть твои заносы!

[@bzuidgeest]

If you are going to claim Americans did the foundation for asml euv machines, I like some acknowledgement for us inventing the ship and the wheel that got you to the country you stole from native Americans. All technology is based on what came before. That doesn't mean you can claim everything as your own. Others have added crucial bits you didn't.

[@ChristianStout]

The two methods to get beyond 12nm are EUV and "quadruple patterning" on iDUV. EUV is easy, but expensive; quadruple patterning is cheap, but very difficult. Intel always planned on getting EUV machines, they just went with quadruple patterning first, which made them fall behind. Now that TSMC and Samsung have to develop their own quadruple patterning, Intel is catching up.

[@SeraphimFomina]

strategies you gave me tests my patience. now i learned the hard way ahaha but i am gaining results with 5 trade a day and stop with one loss. thank you. i can't wait to show all of my improvements on the group

[@Facts..Checker]

So those machines will be odsolete with the next gen material used like graphene or photonic chip. So who will suffer more with China shunning US's chips due to national security, decoupling, derisking or overcapacities if you actually know what it means?

[@mecanuktutorials6476]

Not every product needs the latest and greatest manufacturing equipment.

[@Facts..Checker]

@@mecanuktutorials6476 Correct, majority of our daily products like printer, washing machines, machinery, washing machines, EV, space, airplane, etc don't need high-end or below 14nm chips. They are called legacy chips and China is quite self sufficient in manufacturing those chips domestically. High end chips don't fit or might even have the negative impacts on reliability. Unlike many advanced countries, in which don't even produce those chips themselves! More so, the technology and equipments in making them. What worry the west is China advancement in the high-end chips too despite all the sanctions and bans. The West will pay dearly if China managed to surpass the sanctions and is proving so.

[@KomenJolokia]

They should be hurry, they're losing money too fast

[@AllaKirillova-c8g]

Your lessons help me become more successful in trading. Thank you very much for your time and effort!🗾

[@bugsygoo]

When did 'chip making' become one word?

[@MusehanaH]

...probably the day Google became a verb 😄

[@daveoatway6126]

It's a repeat of the video recording issue. Ampex started it for professional, but let Sony and other Japanese companies capture the consumer market.

[@lagrangewei]

intel will not be a leader again because of conflict in interest, if you are nvidia, and intel is making their own AI chip, will you send them your blueprint to make your AI chip? if you are AMD, and intel is making their own CPU chip, will you send them your blueprine to make your CPU chip? intel cannot be a national champion in chip production because it will always be treated as an inhouse fab which only 2nd rate companies who doesn't have any fear of their design been seen would be willing to use it. it really no rocket sciece why intel failed to attract business. AMD spinning off it fab business decade ago was the right decision because that was the only way for the fab to survive, it need its neutrality, and globalfoundries is now trying to get investment from US to build plant in US. those are the real competitors. talking about intel "winning the race" just show how clueless Bloomberg is.

[@mlc4495]

Ridiculous comment. Companies can't just steal other companies designs, they'd be sued for patent theft.

[@Kamal-ju6qx]

@@mlc4495do you know what happened to dell?

[@JigilJigil]

You have no idea how industry works.

[@Starship007]

Problem is government still overspending and buying more debt especially with high interest rates. 35 trillion and counting. Consumer credit card debt 1.3 trillion and counting

[@jacquelineperet6599]

BOOM💥

[@KomenJolokia]

the other side has to make up numbers to scam 40 trillion of debt from investors domestic and foreign

[@phunk8607]

Sooo Intel did a Kodak

[@samrapheal1828]

word: "Legacy

[@rcisneros8567]

more like the US selling the VCR patent for 50k just to make more profit for one quarter.

[@Al-Storm]

They'll never be the same because of this.

[@RedEyeFish1]

So the EU and US is going to sanction China EV cars because the China government has subsidized it to make it competitive low price....and Now the US government is begging Intel other chipmakers to take the government grant money to make semiconductors monoploy...I am so confused..

[@KC-vx7gj]

Thats there M.O. Nothing surprising

[@greatyoshi16]

Tesla is heavily subsidized in US, 7500$ from federal government and up to 7500$ from local governments

[@Swecan76]

You're confused that USA sees China as a threat in tech industry and national security and don't want China to somehow "speed past" USA. Wow, how can that be confusing?

[@KomenJolokia]

why arent that many mainland chinese buying chinese ev's?

[@johntse8655]

@@KomenJolokia wow, where have you been? living under a rock? EVs now makes up to almost 50% of Chinese cars on the road and counting. easy to see, just go to china and walk beside the road, all cars with green plates are EVs and blue ones are ICEs

[@davidlowe8597]

So Intel developed the technology that allowed TMSC to be the world leader in chip productin and Nvidia to become the leader in the AI market.

[@socksincrocks4421]

Outsourcing = profits = wealth over nation health

[@mzamroni]

Intel money bosses didn't want to buy euv machines. meanwhile, tsmc uses apple money to buy the machines

[@vueport99]

Same thing happened with GSM mobile technology. Invented by USA but realized in Europe

[@UlyanaZimina-ny2jr]

have been following your signals and strategies for several months now and they are working.

[@urbanstrencan]

Another great video, love your explanation series 😊❤

[@FusionC6]

lol what.. this isnt someone in their bedroom making videos.

[@ThomasGodart]

Chip printing machines are made only in Netherlands, and chip design is made at ARM only in the UK. What an accomplishment in very high level technologies