The Fast and Furious Rise of Korean Semiconductors

Рет қаралды 189,218

10 ай бұрын

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Пікірлер: 429

@Asianometry 9 ай бұрын

Get a 7-day free trial and 25% off Blinkist Annual Premium by clicking here: www.blinkist.com/asianometry

@DirkPeterson-uh6uu 9 ай бұрын

This channel seems to show that all best ideas come from west .disappointed

@TymexComputing 9 ай бұрын

@@DirkPeterson-uh6uu Well - i think and hope that this channel tries to show the facts. It showed Toshiba trying to popularize semi in europe, maybe it failed but it left much of experience

@astbast1966 9 ай бұрын

❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤😊❤❤❤❤❤❤❤❤😊❤❤😊❤❤❤

@SeaJay_Oceans 9 ай бұрын

LG Life is GOOD ! :-)

@johnwiiu7005 10 ай бұрын

How do you manage to just push out one video after the other so well written and researched? You are a true talent and the topics are excellently reported on!

@bidvadiri1 10 ай бұрын

I think a whole team is right behind his back

@levanimikeladze 10 ай бұрын

@@bidvadiri1 meanwhile he probably reads random articles and does videos on whatever he's interested in (which is even more impressive)

@CatnamedMittens 10 ай бұрын

When you know something you tend to have access to that info and know how to get more.

@timothydahlin5321 10 ай бұрын

Too much content! Please slow the flow through the paywall.

@bidvadiri1 10 ай бұрын

@@levanimikeladze that would be Really impressive, but I´ve slight doubt about it.

@DaveEtchells 10 ай бұрын

Samsung’s foray into the digital camera market would make an interesting story. They dumped *piles* of money into it, developed the then most-advanced camera image processor on the planet and introduced a camera with autofocus and auto-triggering capabilities far beyond the competition (the NX-1). Then they just pulled the plug. The scale of their efforts was amazing. They somehow paid enough money to hire away the principal architect of Canon’s DIGIC processor line, and hired scores of other Japanese camera engineers; they had entire floors of Japanese engineers in the R&D center with accompanying squads of technical interpreters to facilitate communications between the Japanese and Korean engineers. They were set to be serious competition for Canon, Nikon and Sony, but when sales failed to grow as rapidly as they expected, combined with a general downturn in the industry, they pulled the plug practically overnight. I’d love to know more of what went on behind the scenes, but it might be difficult to discover. (OTOH, I do know a guy who could tell the full story if you could convince him to do so :-)

@davidcmpeterson 9 ай бұрын

It is sad the Samsung NX1 never took off and became popular 😞 Was a very advanced camera for its time! Even by 2023 standards the Samsung NX1 is a damn fine camera

@clarkkent7973 9 ай бұрын

And started putting their image sensor in cell phones which killed most of the mass digital camera market?

@DeedoDoop 9 ай бұрын

@@clarkkent7973yeah I believe this is the reason why they pulled the plug. The world was sayin goodbye to the good ol’ traditional camera anyway and Samsung eventually put those cameras into their phones anyway.

@DaveEtchells 9 ай бұрын

@@davidcmpeterson Cameras were already suffering from cell phones, but the bigger impact at the end of the market where the NX1 played was more just that digital interchangeable lens cameras had gotten good enough that people didn’t need to upgrade every 1-2 years. There was also the issue of Samsung being a completely new platform, so there weren’t any enthusiasts who were already invested in the system: The only way they could pick up new users was by convincing people on other platforms to switch. (Or for entirely new users to decide to buy into them vs a more well-known brand.) So they faced an uphill battle. It wasn’t so much about them just putting their sensors into their phones, they were entirely different products. That said though, they were probably positioned to earn more from their foundry capacity by fabbing phone sensors vs camera ones.

@davidcmpeterson 9 ай бұрын

@@clarkkent7973 no cellphone camera can match what the Samsung NX1 could do

@johnallen6945 10 ай бұрын

I remember in the 50s when I was a little boy. My father was a foreman at a steel company in Warren, Ohio. Many times Japanese businessmen stayed at our home as my father showed them how to make steel. Long story short, the Japanese production of cut-rate steel doomed the US steel industry. Then Korea does the same thing to Japan in high-tech and semi-conductors. And, "the beat goes on."

@maxscott3349 10 ай бұрын

Hey, we still make garbage steel here. I've built several buildings out of car doors and folding chairs

@everydaydose7779 10 ай бұрын

Damn homeboy got schooled how to make better steel with radioactive dust infused 😂

@ylstorage7085 10 ай бұрын

cut-rate steel doomed the US steel industry. On the other hand, cheap steel boomed the US car industry. Mexico can't compete with USA on corn, because USA grows corn at a loss.

@webjoeking 10 ай бұрын

Our YT comments are training the AI of future cyborgs.

@GGigabiteM 9 ай бұрын

@@everydaydose7779 Steel produced anywhere in the world after July 6th 1945 is slightly radioactive. The medical device industry has bid up scrap steel made prior to 1945 because the radioactivity interferes with sensitive instruments, and the non-irradiated metal is needed.

@chengong388 10 ай бұрын

What about Korean superconductors?

@adissentingopinion848 10 ай бұрын

I want to believe [Insert floating flake of room temperature metal here]

@BuddyDarDarTV 10 ай бұрын

Hasn't been replicated yet, but I'm hoping it will.

@ilgattoparddo 10 ай бұрын

@@BuddyDarDarTV A couple of Chinese universities already replicate it.

@malokey7 10 ай бұрын

@@ilgattoparddo*failed to

@quantuminfinity4260 10 ай бұрын

@@ilgattoparddo It’s the type of breakthrough that requires a massive burden of proof, but so far it’s been almost the opposite, there are a very high number of extremely sketchy points in both the paper and video published. It would be awesome if it’s right. But so far it doesn’t look promising.

@youcantata 10 ай бұрын

I remember rows of young Korean female workers working in Fairchild semiconductor packaging factory in southern port city of Masan, South Korea (free trade zone) in '70s. When Samsung plunged into semicon business in early '80, everyone were very skeptical, including Korean gov't and industry. Now nearly 40 years have passed and I recently visited Pyuntaek, where Samsung is doing their business. I see sea of semiconductor factories endless to horizon, where once was endless rice paddy field. It was perfect example of turning mulberry tree forest into blue sea (Korean proverb, 桑田碧海). Korean and Samsung archived the impossible.

@jyy9624 10 ай бұрын

It's just fabrics

@ZelenoJabko 9 ай бұрын

Why is Korean proverb in a Chinese letters?

@ZelenoJabko 9 ай бұрын

Also turning a beautiful berry forest into blue sea seems like a step backwards. Very weird.

@shanewalker3273 9 ай бұрын

@@ZelenoJabko it's like having latin roots for english words

@Flameboar 10 ай бұрын

Thank you for an excellent review of the growth of the Korean semiconductor industry. I enjoyed this video because I was very involved in building many Hyundai semiconductor fabs in Korea. I was also involved in the Hyundai Eugene fab. I visited the Hyundai Scottish fab site several times before Hyundai shut down the project. Many of my friends were among those who were laid off by Hyundai Semiconductor. One thing that I need to point out to you is that the location of Hyundai Semiconductor is not Incheon, but rather Icheon. Incheon is the location of the major airport which replaced Kimpo as the main Seoul airport. Incheon is located to the west of Seoul. The Hyundai Semiconductor headquarters was in Icheon which is located about 1 hour southeast of Seoul. The city names are close but not identical. Incheon is 인천 仁川 and Icheon is 이천 利川. The Koreans frequently would ask which city that I meant when I spoke of Icheon. I would clarify it as Kyoungkido Icheon which is specific for Icheon since Incheon is a specially designated "Kwanak" city.

@acuantjahyadi7393 9 ай бұрын

Seorang karyawan Hyundai mengatakan anda pembawa sial 😂

@tdb7992 9 ай бұрын

I have a vivid memory of watching the news just as the Asian financial crisis hit, and seeing people in South Korea donating their gold to banks (I guess it was the central bank). I was very young at the time, and we were largely insulated from the AFC here in Australia as our economy was more aligned with other developed economies. It was amazing to see - people giving over their own assets in a bid to help their nation. That footage has stayed with me, decades after the fact.

@danielp2399 9 ай бұрын

When you see history of Korea, you could find repetitive failure of government and fixing by civilians. When Japanese invaded Korean peninsula 400 years ago, cabinet ran away from capital while guerrilla blocked the supply line of Japanese. The same goes for Mongolian invasion 700 years ago. Civilians of Korea helped government and companies who had enjoyed the high leverage without hedging in 97 Asian financial crisis. Someone might call this totalitarianism, other call this patriotism.

@ckye736 4 ай бұрын

Yes I do remember that well. From overseas my Korean parents were sad they couldn’t help. I don’t think the present generation will do that. They are very self-centered and westernized. Sad

@-www.chapters.video- 9 ай бұрын

00:02 Introduction and Sponsorship 02:11 Korea's Entry into Semiconductor Industry 03:58 Government Support and Investment 05:01 Samsung's Ambitious Tokyo Declaration 06:52 Focus on Memory Chips 09:19 Technology Transfer and Equipment Import 11:45 Challenges faced by Samsung, Hyundai, and LG in the early days of their semiconductor divisions 15:11 Favorable economic developments for Korea in the mid-1980s 16:01 Samsung's success in the semiconductor market and validation of Korean manufacturers 18:03 Collaborative project and subsidies for the Big Three semiconductor companies 19:46 LG's partnership with Hitachi to compete in the memory market 21:03 Korean memory industry at its peak and the challenges of overcapacity 22:01 Vulnerability of Korean semiconductor companies due to high debt ratios 23:31 Samsung's focus on consumer items 24:23 Different situation for LG and Hyundai 25:17 Government's bailout and reforms 26:01 Big deals and challenges for LG and Hyundai 27:34 Birth of Heinix and its struggles 29:56 Efforts to revive Heinix and its sale to SK Group 32:43 EU's subsidies case and WTO's decision 33:42 Government's role in the semiconductor industry

@djhatton 9 ай бұрын

"No matter what it takes, Samsung will enter the semiconductor business, so please deliver the news to the readers of your newspaper" 😳what a quote

@division054 10 ай бұрын

4:49 I was confused as to why a car manufacturer (Hyundai) was in the semiconductor business until I looked it up. This I why I subscribe.

@NoNameAtAll2 10 ай бұрын

what was the result of looking up?

@maxscott3349 10 ай бұрын

Hyundai makes cars?

@jyy9624 10 ай бұрын

Hyundai's founder started with a vehicle repair shop catering to US 8th Army subcontracts

@rdkilla6414 9 ай бұрын

witnessing korean work ethic in person was incredible. they described to me as "our only natural resource is us" and they were able to take that and turn the country into a world power.

@benjaminnguyen554 9 ай бұрын

hehe, surveillance economies primary resource to churn out the money is human resources

@capmidnite 9 ай бұрын

It also helps that their national defense has basically been outsourced to the United States military.

@rdkilla6414 9 ай бұрын

its what we do best!

@Flymoki13 9 ай бұрын

They were being intensely backed by the largest 2 capitalist economies back then: U.S. and Japan. It is no surprise why

@wonhong8287 9 ай бұрын

@@capmidniteYou would be surprised if you see the Korea' defense budget that have been paid during thier developing phases.

@leanmiguel 10 ай бұрын

the rate you're pumping out these videos is nuts!

@t0xcn253 10 ай бұрын

I cant stress enough how smart these videos make me feel lol. Seriously though, you do such a fantastic job of bringing to life these stories and their, at times abstruse elements, in a way that makes even a poor math student like myself feel engaged and capable of comprehending. Thank you for making this formerly mysterious world visible in such consistently entertaining and informative way!

@ryanreedgibson 10 ай бұрын

Me too, but don't you DARE tell anyone! LOL

@cravinghibiscus7901 10 ай бұрын

@@ryanreedgibson Why is this even so embarrasing.?

@ryanreedgibson 9 ай бұрын

@@cravinghibiscus7901 Because I don't want people to think I'm stupid. That was the joke, haha. I guess I'm dumb and unfunny. LOL.

@cravinghibiscus7901 9 ай бұрын

@@ryanreedgibson Nono, why is it so embarrassing to feel smart?

@ryanreedgibson 9 ай бұрын

@@cravinghibiscus7901Never mind. The tone and facetiousness was lost in my writing.

@stevenfranks3131 10 ай бұрын

This was a thrilling saga. Fantastic presentation! 😃

@firstlast9504 9 ай бұрын

Really like the pictures of people and places you provide. Plus you hit topics that interest me. Thanks!

@kimchi_taco 10 ай бұрын

The dictators who came to power via a coup d'état in Korea are interesting. Military dictators in other countries make the country sick with corruption. However, South Korea's Park Chung-hee turned an agricultural country into a heavy-industry country, and Chun Doo-hwan bet the country's fate on the semiconductor industry. Paradoxically, this kind of gamble on the fate of the country is not possible in a democratic country. But it turned Korea, the poorest country, into an advanced country.

@ASlickNamedPimpback 9 ай бұрын

Like all dictatorships, progress was achieved at the cost of the people. Just as the USSR had great scientific achievements, it also had its first toilet paper factory in *1969*. And as South Korea does this, its people are overworked to the point where the fertility rate is 0.84, and a replacement rate (what countries should aim for) is 2.1.

@wymmyw8744 9 ай бұрын

aaand yoon suk yeol just destroyed all that for a slice of biden's american pie.. nice.. 96% profit loss.. whooaaa...

@Peter2k84 9 ай бұрын

@@ASlickNamedPimpbackdon't forget the suicide rate

@Napoleonic_S 9 ай бұрын

When you truly look at east Asian tigers and China, ultimately it's either that (capable dictatorship/semi dictatorship) or stuck as poor countries.

@vesavius 9 ай бұрын

@@ASlickNamedPimpback Well, you say that but pretty much every Western country has a sub replacment birthrate, so whether this was a result of the process of development or the result of it (higher education alongside higher relative wealth and comfort for following generations). I don't argue that SOKOR doesn't work it's people hard or that it doean't have an extremely competitive high stress work culture, but lower birthrates do seem to be just part of being a developed well educated nation.

@samgeorge4798 10 ай бұрын

Wow, quite the undertaking of a video. great presentation as always.

@filthyE 9 ай бұрын

Absolutely love this channel. Thanks so much for the consistent awesome content.

@Flameboar 8 ай бұрын

You are making excellent videos. I lived in Korea at several times. My first work in Korea was at Hyundai Semiconduction in Icheon 이천시 利川市. You had it written as "Incheon." where the new airport is located. Many people make this mistake. I worked on the construction of Hyundai fabs E1, E2, E3 and R2 in Icheon. I was in the process of starting a business in Korea when the Asian economic crisis arrived. Perfect timing! Several years later, I worked in Asan 아산시 牙山市. My company car was a Samsung SM5. It was a good car based on the Nissan Altima. Keep up the great work!

@JakeDownsWuzHere 9 ай бұрын

such a big fan of your content. please keep it up!

@Kyzyl_Tuva 10 ай бұрын

Love your channel. Thank you.

@dieyoung 10 ай бұрын

Dude how do you pump these out so quickly

@tdkx 9 ай бұрын

Much respect to Samsung, Hynix, and Korea.

@raphipik 9 ай бұрын

Your channel is awesome!

@RobertReg1 9 ай бұрын

Great vid!

@aymanerh9953 10 ай бұрын

Seriously you do a fantastic job🎉

@hc3d 9 ай бұрын

Very interesting chunky video explaining a lot of the current situation. I suppose the video will be valuable for many years to come, as most of the described events cover large timespans and won't likely change abruptly.

@danosdotnl 9 ай бұрын

This.

@anthonyhershberger8441 9 ай бұрын

i love everything you talk about man keep up the awesome videos

@user-hk4xo2us4k 3 ай бұрын

Nice content. Thank you

@atanumaulik7093 9 ай бұрын

When you have kind uncle called Sam, who is willing to transfer technology and offer unlimited markets, you can rise very fast indeed. That's the story of South Korea. But if you piss off that uncle, then you fall. That will be the story of China this decade.

@robertlee5456 9 ай бұрын

Korean companies willing to pay triple US salaries to poach talent and invest billions into fabrication infrastructure, is not at all a story of Uncle Sam giving tech away.

@murderofcrows2179 9 ай бұрын

China steals tech, South korea like every other country has to pay for technology. One is illegal and the other legal.

@kswltd 9 ай бұрын

Are you so dumb to think that the so-called uncle Sam actually transferred semiconductor tech to South Korea? The unlimited markets was not only open for Korea but also for other countries. The major difference was that other countries could not manage to deliver good semiconductors at a reasonable price, but South Korea did and created the chance. Are you are trying to say the American buyers were forced to buy Korean semiconductors? How could Korean chipmakers, especially Samsung, constantly make the highest quality memory chips even better than the ones made by Intel for such a long period of time? You don't realize you are spitting on your own face, do you? Nobody in the right mind believes the US would have transferred the technology to any country in the world without any cost. People that study history know what the US has done to South American countries. Wake up, buddy.

@nomercynodragonforyou9688 8 ай бұрын

Yup

@emka-sk3co 3 ай бұрын

Great video🎉

@ROKIBULHASANTANZIM 10 ай бұрын

You do such a impresseive job with these videos! Your storytelling and research is unparalleled. I genuinely feel smarter at the end of every video of yours. We appreciate everything you do 🙏

@davidaustin6962 6 ай бұрын

I was the process integration engineer for Hyundai America in Eugene. It was poorly managed, they hired all american engineers but wouldn’t let us in on the real engineering meetings, instead treating us like technicians. Within 24 months most all of us has quit. Yields were bad, which is a death knell for semiconductors, and without us things got worse, the locals soaked Hyundai with outrageous fees... it was a crater of expenses. Clearly this was a company that treated semiconductors like the ship building company it had been... heavy top management who knew little of what it took to be successful in the industry, keep middle management in the dark, and bureaucracy and pride thus preventing the nimbleness needed to fix defects quickly. For a full year they refused to fix an obvious contact conformity issue that was killing Yields because it required a process deviation from what they did in Korea. So disappointing to see that Hyundai plant mothballed still 25 years later.

@JamesHalfHorse 9 ай бұрын

Nice how you slipped into an ad, back out to the story, back in, wrapped it up and back out again neatly.

@Pillowcase 10 ай бұрын

LG = "lucky goldstar"

@abi3751 9 ай бұрын

Really? 😮

@soobinlee8832 9 ай бұрын

@@abi3751 really, yes. Lucky, Inc. (럭키) + Goldstar, Inc. (금성)

@abi3751 9 ай бұрын

@@soobinlee8832 is LG join a merge of 2 companies.?

@abi3751 9 ай бұрын

@@soobinlee8832 and what about "life's good"

@nestorramos7002 9 ай бұрын

I love that your videos are very interesting and very detailed. Can you please do one about the challenging relationship between Aian and Southern Latin America? I think would be worth the shoot. Thanks

@rafaelsuarez4709 9 ай бұрын

@Asianometry I am always delighted by the thoroughness of your research, I enjoy your productions quite a lot. However, I have a small note: You used "megabits" throughout this video when you should have used "megabytes". In short, one megabit represents one million bits, whereas one megabyte represents EIGHT million bits, so they are quite different. Furthermore, megabits is used in data transmission (such as in video streaming), and megabytes is used in data storage (such as in computer memory). Cheers.

@levoniust 6 ай бұрын

Why are your videos so entertaining? It almost doesn't matter what the topic is I learned something every time I seem to be able to recall it easy enough The topics that you talk about are rather mundane if not boring but I love them nonetheless.

@MichaelT_123 10 ай бұрын

The last sentence of the very good presentation ... is interesting!

@georgeageorgopoulos 10 ай бұрын

Your videos cover news & history very interesting! ;))

@sarthakbarath1531 6 ай бұрын

I just love yr videos and stuff,quite informative interesting videos

@ryzvonusef 9 ай бұрын

Yay, your first sponsor, get that bag, bro!

@user-ok2kj8us1u 9 ай бұрын

Great vid as always. We need an intro to superconductors now with all the craziness with LK-99 going on.

@AB-wl8kr 9 ай бұрын

Probably hot air.

@ZMB-on5ub 10 ай бұрын

What are you recording audio with? Running a high pass filter would be fantastic.

@nathanpowell195 10 ай бұрын

Weird to think of all this happening at the same time democracy was taking permanent root. Such a heartening success story that I wish more developing countries could experience.

@orangerightgold7512 10 ай бұрын

do u really? democracy put the chaebols in power and now its a corpo dictatorship.

@letsburn00 10 ай бұрын

Calling Korea a functional democracy over this period is a bit more complicated than "they had elections". Oligopoly is not democratic and many Koreans I've talked to have discussed how the nation is like a bunch of megacorps with a country attached.

@ilgattoparddo 10 ай бұрын

@@letsburn00 You just spelled America and Western Europe.

@letsburn00 10 ай бұрын

@@ilgattoparddo also true.

@azuaraikrezeul1677 10 ай бұрын

Chaebols allows democracy as long as they earn.democracy lives as long as the chaebols are happy not the people

@jameshatton4405 9 ай бұрын

This was an excellent short documentary on Korean Semiconductor industry! I have only 2 negatives to mention. 1. There was some kind of annoying humming sound interference notificable about ¼ way into the clip? 2. I would love to know the more modern story of Korean Semiconductor industry post 2005? I'm my opinion this is just where things started explode (figuratively speaking) for Korea in the semiconductor space? As in.....you cut to finish just as you reached the most exciting part of the story? Hopefully you'll be able to give us the post 2005 to current day success of Korean tech and expand upon what we now see as booming success for Samsung and delve more deeply into mobile phone production industries in Korea and also their complex partnerships with American tech companies like Microsoft as well as the battles between Samsung and Apple with Japanese SHARP getting squished like meat in the sandwiches? Thanks again for your very informative and high quality video production, as always

@danielp2399 9 ай бұрын

I'll answer no.2 instead. There was massive massacre of memory chip companies in 00s and early 10s. For "beat Samsung" Taiwanese and Japanese memory chip makers started chicken game, selling their products as low as possible to squeeze the competitors. Samsung didn't bleed a single blood as they had the leading edge of manufacturing capacity. Hynix barely survived with massive bleeding sacrificing their stock owners. Micron also survived sacrificing their workers using massive "lay-off". Angela Merkel thought memory chip business was not profitable and let Quimonda(memory branch of Infeneon) go bankruptcy. Taiwanese companies go bankruptcy as lack of cash and technology. Elpida, memory chipmaker from Japanese version of "big deal", couldn't survive because of Japanese old school bureaucracy.

@jameshatton4405 9 ай бұрын

@@danielp2399 Cheers for the info 👍