China ships over 5 billion RISC-V chips as sanctions fail. But did the sanctions save Qualcomm?

Bans on the export of semiconductors and chipmaking equipment were designed to prevent China from developing newest-generation technologies for AI, cloud computing, data centers, and for military applications.
In the early days of these export curbs, China embraced RISC-V, an open-source architecture that did not rely on proprietary offerings from major chipmakers. In 2022, China exported over 5 billion RISC-V chips to global markets.
Qualcomm also adopted RISC-V for use on their chips. And in the early months of the semiconductor bans, QCOM shipments suffered, as experts and analysts expected. But Qualcomm began building chips that also are under RISC-V, and their sales volumes have almost fully recovered.
Resources and links:
Reuters, China bets on open-source chips as US export controls mount
www.reuters.com/technology/ch...
Qualcomm press release, What is RISC-V and why we're unlocking its potential
www.qualcomm.com/news/onq/202...
About RISC-V
riscv.org/about/
Reuters, China develops 7-nm chips despite new rules
www.reuters.com/technology/ch...
Stock chart, Qualcomm
www.google.com/finance/quote/...

[@Vicky-Blue]

China before the sanctions: it’s easier to buy than to invent . China after the sanctions: let’s roll up the sleeves and do it ourselves, and do it better.

[@_seola_]

Same story as the ISS, now China has it's own space station. So it's good that the western world have idiots in charge, I think it's a BLESS, look at USA next elections, either Biden or Trump. If Biden is selected again, well, gonna be same thing, and if Trump is elected, oh boy, he gonna spent his 4 years suing all the ppl that are trying to put him behind bars, gonna be a fantastic Netflix show for sure!

[@PChan-yt4uf]

I think it's much more likely that it was " we have to buy now but at the same time, roll up our sleeves and work towards making it ourselves. The days of sanctions will come."

[@wohetang]

you missed the sequel. ".....it better. Then we flood the world and send the old timers to hell."@@PChan-yt4uf

[@thisiskevin1000]

The entire industry would have learned their lessons from Japan’s experience earlier on

[@mamacryright5740]

That's why China thinking now why should he own so much treasuries and USD since many things can't be purchased

[@dannyboy8850]

The sanctions imposed by the U.S. have encouraged the development and expansion of technological and industrial development in China. 😆😆😆

[@jogana6909]

I feel that the United States is gradually cultivating China's independent manufacturing capability. There is neither a complete ban nor a liberalization of supply, but a gradual cultivation.

[@IA100KPDT]

I think China always had plans to be self-sufficient but the trade sanctions just give them a little push and motivation.

[@topsuperseven7910]

What's the 'Haha gotcha' though? Yes, a tremendous amount of money and time, trillions, a significant portion of money that could have gone to Chinese people's stomachs is now being spent on years or development just to try and get back to what you had before. What's the 'HHAHA sneer, the USA just punched ITSELF and China is godnation after all' in all that? Explain?

[@chriscain7333]

Well if you familiar with the development of chinese simicons, you will realise that the sanctions have driven the chinese from design to manufacturing. As it for the western counter parts, i doubt this is a good move, disastrous rather. You do NOT want the chinese to make that move whatsoever

[@MetaView7]

The WH Strategists are inept; whatever sanctions they put on China are making China stronger. They need to look inward and streamline their bureaucracy to enable manufacturing at home. Tangling with China will only trap you in your own web.

[@passby8070]

China wasn't allow to join the exclusive space club, and so China build its own much fancier club.

[@AntiWar_dude]

Chinese home grown Chips are growing faster than expected by USA 🇺🇸 😂

[@topsuperseven7910]

What's the laugh for? The USA doesn't care if China produces boatloads of Chinese chips.

[@homego7222]

American is the best coach for chinese. Thanks america.

[@topsuperseven7910]

@@homego7222 thanks for what? that is wealth that could be food and cars and many nice things for you. Instead its being used to try and build chip factories to get chips that China was simply buying on the global market a few yeas ago.

[@comment8767]

RISC-V invented in US, copied by China. Home grown copying. Good for China... keep you chips and sell them all in Kenya....they love you there. (smirk)

[@paulzhang1310]

@@homego7222 coach ?...... more like sore loser like india

[@labandonaldhock80]

China started long ago. President Xi saw this coming.

[@danielli9167]

Confucius once said:"If you give them enough fish, they have no intention to learn fishing; if you want to starve them, they will learn to catch a whale".

[@ez3422]

The US doesn’t understand the philosophy of Chinese.

[@genec390]

He said no such thing.

[@catinbootsnow4267]

​@@genec390 Maybe one of Confucius' 80th generation descendants said that in a club. 🍻

[@tyongantonio]

Confucius nowadays🤣

[@user-xj7bw2vt8u]

“临渊羡鱼，不如退而结网”--《淮南子·说林训》

[@DW-op7ly]

China went from having virtually no chip making ability and no foundries to being a threat as an exporter for legacy chips

[@mna7308]

actually they started a decade or two ago and now they are better positioned to counter Usofa

[@yunko9369]

@@mna7308 Yes. China did invest in the research and development of chip technology decades ago. But China changed course to buy instead of developing their own. That was a fatal mistake.

[@DW-op7ly]

It's was just easier for the Chinese to import cheap Chips... As it's the USA on this trade war/decouple mantra. If the Americans and their allies were smarter they would have lowered their chip prices and dumped even more cheap chips on Chinese markets. Instead they figured cutting off chips and forcing China to innovate was a good idea.... Where China these days leads the world in 37 of 44 critical technologies of the future

[@mna7308]

@@yunko9369 obviously they will buy as well as research on it for the past decade to counter u.s, example huawei

[@reno0405g]

​​​​​@@yunko9369no they didn't want to provoke the US to start the tech war too soon back then as they weren't ready. And their chip consumers didn't want to risk buying chips that were not popular on the market due to possible compatibility and other unknown risks. Now thanks to the US, the risk of buying western chips grows indefinitely, it opens the market share to homegrown chips. If it wasn't for the US, China would still be burning money in homegrown chips R&D as a back up plan only without making profit from it. Now even companies that are not sanctioned by the US are considering a second source of chips supply as western chips supply are not reliable sources.

[@3d4fun96]

Originally you produce chips for China to use, this is called win-win cooperation. But you insisted on sanctioning China to prevent them from using your chips. Well, China started researching and manufacturing their own chips, and when the Chinese finish manufacturing their own chips, they won't use American chips anymore, and the price will be lower for that, so who suffers? In fact, Americans are simply wrong in carrying out all these sanctions to obstruct China's development before you most certainly figure out China! Figure out the Chinese!

[@SAL-zg7xd]

that's right. sanctions work on other countries. Chinese have a lot more for them to figure out...

[@panyaboonc5621]

Because the Umerikkan believe and thought that the Chinese are like the same as the Japanese and Engdian.

[@Walawala459]

Excuse America, mistaken China for Japan….they all look the same.

[@comment8767]

Let China make its own chips and keep them. The US and China should not do business.

[@potter8059]

@@comment8767 the global south will buy cheaper products with reasonable qualities, aka things from CN, who will loose at the end?

[@daveh5947]

Everything will be OK. Jannet Yellen scared China... she threathened to stay! 😂

[@kerrymark2669]

lol

[@londondave800]

AKA Mrs dountfire

[@gregwang8628]

Damn funny 😂​@@londondave800

[@tonyatgoogle6076]

😂😂😂

[@vestasharp6861]

And when she found out she could not stay, she threatened to keep coming back.

[@angryranger4552]

Next is, sanctioning cheap products. Yellen just complained about this. Who wants to pay more when they can pay less for the same quality? Why not sell as cheap as the Chinese?

[@iancormie9916]

China produces something like 85% of the silicon for world wide chip production. This was on China's strategic list of materials 20 years ago along with batteries and and processing lithium. Go figure.

[@ZweiZwolf]

Open Source software and architecture are going to get super huge as China pivots away from Western IP. China has been doing a LOT of work on RISC-V, and we'll see the transition from x86 and ARM accelerate very quickly, particularly in non-demanding bulk hardware. If China pushes RISC-V as the reference architecture in Chinese universities, that primes the pump for advanced development and commercial adoption. That little nudge across the sheer number of Chinese STEM graduates would accelerate the transition to RISC-V across China within 5 years. Couple with Huawei's HarmonyOS and open source software, and China could set the new standard for non-Western countries.

[@jogana6909]

China government agencies have forced the use of Linux instead of Windows in order to gradually give up x86.

[@topsuperseven7910]

So, 5 years from now after dumping massive Chinese wealthy and resources they'll be able to be where they were 2 yeas ago. Okay! take that world!

[@RustedCroaker]

Open Source is also mostly controlled from the west. For example, the maintainers of Linux kernel no longer accept commits from the Russian contributors.

[@ZweiZwolf]

@@RustedCroaker Not really. China has been a major contributor to Open Source libraries for a long time. The key thing is that China can simply fork Linux (or RISC-V, or whatever) and maintain their branch if things get stupid.

[@HermanWillems]

RISC-V is an American invention. It's Western knowledge.

[@AIPretendingToBeHuman]

From the Chip Letter "The 1980 paper, “The Case for a Reduced Instruction Set Computer”, by Patterson and David Ditzel, argued the case for RISC machines, setting out their key advantages, including better performance than their more complex competitors. Alongside the RISC paper, the Berkeley team also developed their own RISC microprocessor, which became known as the Berkeley RISC-I. The RISC-I design had just 31 instructions but a large set of registers, with 78 32-bit registers arranged into six ‘register windows’. As work on RISC-I progressed, a second RISC design, ‘RISC-II’ also known as ‘Blue’, was developed at Berkeley." I was a student in Berkeley at that time; and I got the impression that at least a third of the the grad students in EECS were Chinese students. Amazing to see how things can change over a human lifetime. Given how hard these student worked; I'm pretty sure there's a lot of Chinese sweat and work in the DNA of RISC-V.

[@homego7222]

American is the best coach for chinese. Thanks america.

[@comment8767]

Red Chinese students taked to each other in Chinese during exams......cheaters.

[@liamporter1137]

Actually, US decline is not as this fast. But the sanction force China to be self sufficient and thus US decline has speeded up. All the problems faced by US are self inflicted.

[@erenyeagerist7681]

Karma

[@hari4406]

Usa set itself up for eventual failure when it started doing coups. Later it became worse with cia.

[@winsonip4447]

The turning point for Beijing's push for the development of open-source design like RISC-V occurred because of the Trump administration's blockage of the UK-based chip design company ARM's sale to Huawei and the refusal to grant Huawei the license to build their version of the ARM chipset. The same situation happened with Chinese supercomputers.

[@larsnystrom6698]

There's a Chinese company which probably have the right to license the ARM a4chitecture to them. So I don't think that can be blocked from them. But this issue is complicated, so who knows? Anyway ARM is the de facto standard for mobile phones. But RISC-V is, or can become, just as good. It's also license free and pretty modular. It's not just the instruction set. Tools like compiler and debuggers need to be mature enough. There are reasons why ARM is still the more common architecture.

[@7hx89]

The sanctions are evil or unjustified at best. It holds back (or intend to hold back) technological advancement of one quarter populations on the planet - and these advancement should benefit the entire humanity - the US included.

[@mna7308]

dont include u.s it is the bad culture people

[@yaoliang1580]

Benifits for humanity is not what the US n its vassal states have in mind

[@3d4fun96]

Spot on point.

[@NorCalMoDo]

evil will never prevail.

[@RustedCroaker]

If it's not authorized by the UN Security Council - it can't be called _sanctions_. It's called a unilateral economic blockade.

[@yaqiwang5242]

This is a good thing. Making us rethink the fundamentals in chip designs.

[@ZweiZwolf]

FYI, RISC chip designs have been around since the 1980s. It was a pretty common EECS assignment to design a RISC chip. RISC chips stayed primarily academic due to sharply limited hardware, firmware, software, and support compared to CISC chips by dominant OEMs. RISC is now getting attention because China needs a sanction-proof domestic alternative, and RISC-V is both free and relatively mature. If the US had never sanctioned China, RISC would have stayed primarily academic.

[@user-xq8qx6bg2j]

❤❤❤Kevin, you would strike some of your Chinese audience as someone whose modesty far exceeds the exceptional content of your research and quiet expose. Unlike our geniasses that currently run our country. What our geniass leaders in the Administration, in their arrogance and ignorance of these Chinese folks, is that in their long and ancient history they managed and completed their 10,000 km wall over several hundred years, definitely before 1776AD using literally and mostly barehands. In that period they, inter Alia, also build their 2000km “Grand Canal”. They haven’t stopped building infrastructures around the globe and in space since. They managed to build their very own Space Station, after our embarrassing attempt to impeded them; and build 40,000km of High Speed rails and still building. They will not be stopped by crude sanctions by anyone nor threats therefrom. For god’s sakes these folks eat bugs for snacks, and over the millienia they survived peacefully. Their history has shown them to be largely peaceful and they have no propensity to invade other lands. Having learnt in the last 200 years or so, being polite by itself is not enough. They must be strong, they LEARNT to protect themselves out of necessity. So when pressed enough, they will fight if they have to. That’s their, rule based on their order. No more no less,❤❤❤

[@Cheryl.C]

💯💯💯

[@Cheryl.C]

💯

[@Cheryl.C]

YT kept deleting my reply to your post 😴

[@user-xq8qx6bg2j]

No worries Cheryl.C., elcome to the YT rules based order and freedom of the press with YT Yanks characteristics. 😘

[@Cheryl.C]

@@user-xq8qx6bg2j indeed... so much 'freedom of speech 😬

[@ej8365]

Every nation needs to cooperate with one another on this plant earth village. Unfortunately one empire would not allow any one to surpass him therefore raises more havoc for the entire world.

[@knot3520]

Your analysis is pretty accurate. x86 is such a bloated ISA anyway, and only relevant in the PC, laptop and server space. That market slice is shrinking as other sectors grow with open source ISAs, and the Microsoft/Intel duopoly is not the dominant player it once was. RISC-V and other open source architectures have an open field in front of them.

[@crhu319]

X86 is not relevant in data centres at all, only LAN server hosts running Windows legacy ware and binaries without source still rely on x86. Apple M3 can emulate x86 very well so it's possible in concept to do the same with RISC-V or other ARM.

[@liamporter1137]

You're definitely smart, understand business and China. Look at Janet Yellen, asking China to tell businessmen to produce fewer products🤣🤣🤣. What is she thinking? Does she understand how business work? She's the smart one in US?😱

[@jmg8246]

This is what happens when a businesswoman turn in to a politician...

[@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."

[@R1L1.]

so basically semi rich people dont want get exploited in work now they lack patience? the manufacturing is done by robots form ASML where how and when is discipline needed by robots, not to mention the people who actually design the chips are all in the us like Nvidia idk wtf bro is yapping about, if you were actually born poor then you would know why workers in taiwan and china just shut up and work cuz they have no other option and they have families back in their thirs world country homes.

[@crhu319]

TSMC should just relocate to China. End of story.

[@thisiskevin1000]

RISC-V is an open source, royalty free, chip architecture which has roots in University of California-Berkley before relocating to Switzerland during the Trump administration. There are even Chinese technology firms who are active members of the RISC-V alliance, which even include network equipment makers Huawei and ZTE!

[@PS-383]

I will not be surprised if Huawei's HarmonyOS is already running on RISC-V processors.

[@Fordance100]

There is an Android version on RISC-V . It's very likely HarmonyOS can run on RISC-V.

[@biomechanique6874]

It would be nice to be free of Google/android etc..

[@erenyeagerist7681]

​@@biomechanique6874 it will be the best feeling ever!

[@HermanWillems]

HarmonyOS is just Android under the hood. And Android can run on RISC-V.... so it seems you know very little about HarmonyOS.

[@HermanWillems]

@@biomechanique6874 Free? Then why HarmonyOS implements the changes from Android which comes from Google? They still are depending on Google because HarmonyOS is based on Android.

[@bungkusi2432]

One easiest/other way to understand chip is to see where's the money. Currently China export more to Korea. Previously Korea export more to China

[@yunsi7954]

u.s. Forgot how to compete. It's easier to sanction.

[@PIT72100]

Viva China !!! 🇨🇳🧠🙏💪👍❤️🥳

[@peterttchung8405]

Why not live in harmony instead of killing trade partners. No one is good in making everything. We make our lives better by exchanging the best products for cost efficiency.

[@Sidekick618]

True, but this is not the mentality of the Anglo-Saxon - they believe zero-sum approach.

[@achangyw]

Totally concur with you.

[@HermanWillems]

@@Sidekick618 True indeed, the problem is China wants to control the world. They actively lower the prices of stuff to destroy factories abroad which is economical warfare. Much worse than Anglo-Saxon. probably 2x or 4x worse.

[@comment8767]

China prefers to threaten neighbors and bully in International waters. China is hated because it threatens neighbors.

[@azmanabas8425]

​@@Sidekick618Anglo saxon Israel

[@DragonYang01]

Typically, a new technology, less proven even far more promising, has to compete with incumbent technologies which have already mass adopted with proven performances. This is the reason many successful companies fail to develop new technology to replace their own incumbent technologies. These companies want to hold on their market shares as long as possible. The sanction on China creates a vast market for the new technologies (CUP's or chip processes). China is forced to become technology leaders, while previously they were content to be production leaders.

[@manimalworks7424]

Heard Chinese chip exports increased 26% last year.

[@user-om8gr2zq7k]

136 billion US dollars

[@urimtefiki226]

@@user-om8gr2zq7k Xioamy mobiles still buys chips from Qualkomm I understood that China and US cooperate together.

[@Ace1000ks19751982]

It would be nice to have a new CPU architecture, because X86/X64 is reaching its limits. RISC-V looks promising, it could be used in a large number of applications in the future as it becomes more mature. It could be used in smartphones, desktop computers, microcontrollers, video game consoles, drones, other types of electronic devices, automotive industry, aviation industry, etc.

[@yaoypl]

Jurassic Park: "Life finds a way." 😇😇😇

[@raymondyau7234]

You explained this topic very well. I did not understand RISC-V and now I do. Thank you!!!

[@4Fixerdave]

Remember the chip shortage? Even I, as a hobbyist, picked up 150 RISC-V chips... because they were 10cents each. They're low-end chips, cheap, yeah... no IP... that's awesome. Anyone can make them with relatively simple gear. Of course China jumped on this. Everyone should. Of course China has factories full of simple gear for pumping this stuff out. Been that way for years, the chip shortage was because they stopped. The switch to RISC-V has little to do with sanctions or the chip shortage, they just happened at the same time. Open-source is better and cheaper. Some things go beyond competition and war. Open-source chip designs are a benefit for everyone... yes, even China. And yes, it would be great if some other countries ran up some old low-end chip facilities to pump out the low-end RISC-V chips as well. Problem is, even low-end chip fabs are expensive to build and it's really hard to make any profit when the results are being sold for 10cents each. Governments are going to have to step in to create investment and market if they want this to happen. High-end chips grab all the news, and sanctions, but it's the low-end chips that make the world whir and blink. With these, you have to stop thinking patents and IP and start thinking about them like you do rare-earths. Invest in a diversified supply.

[@richardkroll2269]

So the Russians don't have to remove chips from washing machines anymore. They can just trade natural gas for chips to put in their missiles and weapons systems. Both Russia and China graduating so many STEM students while we concentrate on gender studies and political science (never trying to understand the Russian or Chinese mindset). I enjoy your videos.

[@HermanWillems]

I talked to a Russian guy from STEM, and has 2x Phd's he said many of his friends flee russia because they can have much better jobs in USA/EU. Also lots of higher educated people in Russia dislike the road Putin is taking the country as well.

[@Vhlathanosh]

"Both Russia and China graduating so many STEM students while we concentrate on gender studies and political science" Huh?! People who think like this never cease to amaze me. Have you tried finding out how many STEM students graduate who aren't Chinese or you just prefer running with right wing talking points?

[@parttimethinker7611]

Thanks Kevin for sharing your insightful information with us. Your time is most appreciated as always.

[@michaelloong964]

The US foreign policy makers are all academicians and theorists without reference to historical anecdotal events to substantiate their actions of fighting a formidable business competitor. like China, a country where few academic Americans have visited. The world has changed dramatically in the past 23 years since 911 attack on world trade center in 2001. The US policy makers want to curtail Chinese export business into the US whilst happily buying Chinese products of cheap but good quality standard. The Chinese army is no Taliban or Afghanistan soldiers wearing slippers and rudimentary rifles fighting the mighty US army. The Chinese people can build space ships and launch thousands of rockets without failure to space. Banning exports of chips to China does not mean China cannot produce the same in due course. Banning Russia from use of USD does not mean Russia cannot use RMB to do business. To sum up , the US politicians minds are of juvenile standard. Their actions are doomed to fail from the start. They believe they can use their mighty dollar to fight anyone who disagree with them.

[@Sidekick618]

Tom Cotton is a perfect example of incompetence.

[@jmg8246]

@@Sidekick618 Tom Cotton want to bring back the Chinese exclusion act of 1882...

[@Sidekick618]

@@jmg8246nice, they already not coming, check the school enrollment numbers have dropped. Now local students get no more subsidies.

[@jmg8246]

@@Sidekick618 Chinese gov't should definitely thank these moronic politician. They are actually help China keep these talented students from leaving...

[@Sidekick618]

@@jmg8246 Perhaps you may know, the world’s top award for mathematics contest was won by America. All the members of the American team is of Chinese descent. Look it up, please don’t take my words for it.

[@YSKWatch]

it called ISA (instruction set architecture), there are 4 ISA that I know: x86 (intel), arm, RISC V, and loongarc (chinese).

[@bungkusi2432]

ARM is actually a RISC processor too ARM is short for Acorn RISC Machine But of course there are some differences in ARM RISC & RISC-V. But the good news is, there were lots of similarities between ARM RISC & RISC-V

[@HermanWillems]

Difference is ARM is british, RISC-V is American. One is based on lisence model, other is open source and has other models of making money. But it's still all WESTERN technology. All of it.

[@AIPretendingToBeHuman]

This is the first channel, that I know of, that’s figured out what other Chinese semi companies were doing while everyone was focused on Huawei. My other question, China spends around $250 Billion on its military. Supposedly every $1 China spends on its military is like the Us spending $20. So what is China getting for a $5 trillion us equivalent spend ?

[@oliveryb]

1:20 purchase power that can not be true, my stomach feeling maybe 1:3

[@freelancer1499]

1:20 is possible, not comparing just purely R&D and manufacturing cost between the 2 superpowers. You need to factor in the cost of maintaining all the military bases and submarines scattered all over the globe, plus the veterans pension and rehab cost which rehab alone goes to billions annually for purely the Iraq vets rehab alone.

[@oliveryb]

@@freelancer1499 kind of agree with you but then what you said is not all about purchase power sth different

[@jmg8246]

There are 750 U.S. bases in some 80 countries and colonies around the world...

[@Dordord]

with 1000 USD coffee cups purchased by the US military, I say 1:20 is possible

[@moreless2690]

A wise man once said If it was made by humans, then it is simply a matter of time. If it was created by God, then we have a long way to go.

[@inkbold8511]

All of human are created by women.

[@navajyotichetia8968]

OH my gosh

[@stc2828]

Normally a country have to raise tariffs on AI chips to promote domestic innovation, America banned AI chip export for China 😂

[@jerronng6036]

Free cuba n Iran n Nkr from unwarranted illegal sanctions.

[@Mike-ys4sr2023]

Thanks again for your information and analysis on US China. I bought an cheap Huawei cell in 2019 while visiting the Philippines and used it more than my S amsung back then 😅 😂

[@DanBurgaud]

China ought to keep developing RISC-V CPUs moving forward. In fact, China should start phasing out Intel, AMD and ARM cpus on all local products.

[@HermanWillems]

RISC-V is developed and still being developed by Americans. China just makes the chips. They did NOT create Risc-V or work on it.

[@ZweiZwolf]

The transition is underway. China has directed government agencies to phase out Intel and AMD systems, so they're creating a market for RISC-V and other domestic hardware the same way they transitioned taxis, rideshare, and busses to electric via government purchases.

[@user-xp4of2vu4r]

Business is simply 'folks' providing 'stuff' to other folks for something that looks and feels like a 'profit'. Therefore, as long as some folks have a need for stuff, and someone else can provide that stuff, Government sanctions or limiting 'controls' will not and cannot stop 'business'. Been that way throughout 'history' itself and, I suspect that it will continue far into the 'future'.

[@erwinlee2842]

I won't email you Kevin. You are doing us great favor and that's enough.

[@iodboi]

thanks for your analysis.

[@chandrabhaktivardhana1397]

The Intel and Amd Chip are expansive. I hope the chinese come out altenative chips so that consumers have cheaper alternatives. I heard there ubuntu chinese version too but no available worldwide. Huawei probably have capability come out with alternative chip and os for the complete eco system.

[@crhu319]

You mean Ubuntu in China has a fork that is compiled on RISC-V?

[@andrews6617]

Amazing channel. Love it. Keep up the great work!!

[@shaunwong8975]

P

[@shaunwong8975]

😂ZzzzZ5zed

[@felixsu375]

No. Intel directly sells x86 chips they make. AMD has a perpetual license from decades ago. They also sell chips. They do NOT sell licenses. That is strictly Arm. Arm does not produce chips. They only license their design and it is up to the individual company to customize the design and then get it made. RISV-V is not part of Arm or Qualcomm. Qualcomm is now making a chip based on RISC-V because the market in China is moving towards RISC-V so the US can't block the license by Arm. Arm is in the UK so will follow US dictates.

[@raylee5030]

ARM was bought by a Japanese firm - Softbank.

[@amoakorichard1]

In todays multipolar world, sactions hardly work, particularly in bigger countries with a lot of resources.

[@ubermenschen3636]

RISC stands for reduced instruction set computing. The V stands for 5th generation. Early users of RISC included NEXT computer, owned by Steve Job. The advantages of RISC motivated various computer companies to make RISC machines: Sun Microsystem, DEC, Apple, etc. If my memory doesn’t fail me, iPhone runs on RISC chip. RISC runs faster, cooler, and consumers less power than X86 and ARMS -- ideal for small devices. The US chip war against China pushed China to use RISC instead of reliance on incumbent USA’s X86 and UK’s ARM architecture. China’s 1.4 billion people- market share will make RISC the next gold standard of chip, displacing the legacy ones.

[@R1L1.]

unfortunately your memory has failed you and you should have done a google search to find that apples chips are all ARM based. ARM is also reduced instuction based as the other coments point out so you are half right execpt you also said RISC uses less power than ARM which is not true has they are both almost same, so i assume by RISC you mean RISC-V

[@HermanWillems]

Why you did not mention the downsides of RISC. There is a trade off. But you did not mention it. Is there a reason for that? Is that because you are extremely biased?

[@user-yt7dq2kl2t]

How can US law makers expect the country with most industrial capacity in the world to just give up after a sanction? What did they expect? How did they expect this to end?

[@4-SeasonNature]

Sanctions often can cripple a small country. But they often just reveal the rhe weaknesses of a larger country and cause temporary pains. Over time, they may wake up the large countries and make them stronger.

[@jmg8246]

Especially to a country with the largest manufacture capacity in the world...

[@labandonaldhock80]

This program is the most honest, factual discussion of real life issues ever. He should be President.

[@etbuch4873]

He is both far too intelligent and far too decent to be the president of the US or the prime minister of the UK.

[@user-sf1nq9uj7p]

Intelligent, decent, honest people can't enter politics as it will either corrupt them or destroy them. Look at the example of former U.S. President Jimmy Carter - still being maligned for problems he did not create and were beyond the ability of anyone to fix at the time. Yet, he remains one of the most giving, decent human beings today at the ripe old age of 99 - still building habitats for humanity.

[@PChan-yt4uf]

Nah, once they become presidents, they would all behave the same way.

[@famouschappi]

@@PChan-yt4ufA sad indictment of human nature.

[@vla6211]

Like drugs, US politicians should know the sanctions only make certain sectors even more lucrative than before.

[@bungkusi2432]

👍🏻👍🏻👍🏻 admitting that you're not good at the subject is a sign of good accountability 👍🏻👍🏻👍🏻

[@cuteandfunnyearthlings2863]

Open source just like linux and that how huawei can make their own Harmony OS just like ios and android which are based on linux.

[@syncmaster915n]

x86 is clunky anyway and Arm not that much better. It's good to move away from them.

[@justme6275]

Where there's a will, there's a way...

[@luismagallanes2371]

I want to be in the market for a new car, and the new Chinese EV interest me. Thanks, sanctions.

[@sfukuda512]

RISC-V may have saved Qualcomm, but more importantly, they aren't the only kid on the block, these days. The fact is, the future is custom chips. RISC-V is the pain-free way to go, unencumbered by licensing. And you can blame sanctions for driving the market to open source. Although Huawei and other large corps would have adopted it eventually.

[@kckoay6211]

Washington’s paradox - here are the rules; but the U.S. is the exception.

[@billhammett174]

The demise of the Intel / Microsoft duopoly would (will?) be the biggest thing in computer science and IT since the invention of TCP/IP. They both have milked the "installed base" along like dragging a 2 ton ship anchor over the sand, and added nothing useful other than bloatware and climbing licensing fees. I bet if you asked ordinary MS users which OS they would prefer - Windows 7 or whatever the latest version is called, they would choose the former. Microsoft leveraged their monopoly (ie., compensated for 10 years of miss-management by Steve Balmer) by catching the cloud wave; Intel saw it’s lunch eaten by AMD so they brought in Super Lobbyist and BS artist Pat Gelsinger and shuffled him off hat in hand to Washington DC. We’ll see how that turns out for the American tax payer. In a world where low power is key, and MIPS are - to paraphrase George Gilder - “free,” RISC should be ascendant. Especially with the Chinese - who have more EE PhD’s than USA and Europe put together - pushed into an existential corner by the American political / technology establishment. Your podcasts are incredibly informative - thank you…

[@ZweiZwolf]

It's no different than the demise of the Nokia / Blackberry duopoly - remember that?

[@guybroughton8572]

Very informative and interesting. Thank you for this report.

[@ltribley]

We knew China was working on new RISC-V innovations for some time, but that information is from media and sources outside of the US including Chinese engineering and scientific peer-reviewed journals, conference lectures, Think Tanks, government reports, etc. But like everything China does, they simply move forward, focus on their objectives, goals, etc to meet their mission without making a lot of “hoopla” like is done in the West. They also don’t “project” ahead of time “what is to become” like the US does constantly and obnoxiously. By the time the West figures it out, it’s already too late just like China's 40 years of development at the “speed of light”, or 10 years of the Belt and Road Initiative with around 75% of all the countries signed up and more economic clout than the G7 countries combined. They miraculously caught the West off guard! 😂 I recall years ago in the IT field RISC-V was heralded as the (one of the) futures for microprocessor innovation and development particularly because it’s Open Source (OS). That was when OS was thought to be the salvation for IT mainstream processing, but because it was OS, it was also difficult to develop viable, profitable business models. (Kinda like LINUX) Irrespective of this, we never really saw much RISC-V development of value from Western companies, certainly little innovation. Then China “pops up” and OMG look what they’ve done! How could they those “Yellow Peril” Chinese! And it was CHINA that demonstrated that they could turn RISC-V into a leading alternative, less expensive architecture, and for lots of $$$$$. Yup a country that produces more STEM graduates across all fields than the West combined. The West where STEM ED is stagnant, and when young people switch majors in colleges, most switch out of STEM degree programs and into finance and the humanities because they’re too hard! (National survey several years ago.) BTW, China has announced that current “chip tech” has reached the end of its lifecycle, and is working on a variety of new processing tech not addressed in the West, and most censored here. Some pretty cool stuff. This unending Western exceptionalism, superiority over countries of color is sickening. Maybe it will finally end when China “devolves” the US into the 3rd world, a dying society and we then ask ourselves what happened?

[@ZweiZwolf]

"Free" always beats proprietary and/or licensed, but the transition cost can be prohibitive. We all run Open Source Android phones because Google invested to make it viable, and it was far cheaper and more available then Blackberry, Apple, or Windows Phone (lol). We'll see the same thing with RISC-V.

[@veduci22]

"But like everything China does, they simply move forward" Unless it's literally "The Great Leap Forward" :)

[@demonsrexis]

It is kinda sad to see chip makers such as Intel did not make ANY advancement at all despite all the "help" from the sanctions. I thought at least they would take the opportunity to do something but alas, they sit thru it until the Chinese strike back.

[@Sidekick618]

The problem thay have is all the highly technical people left.

[@ZweiZwolf]

They took profit, just like German automakers in China.

[@Jim-nt7xy]

Thanks for the non-spin situation update.

[@kchuang3049]

Thanl you for saying RISC five, not RISC Vee

[@tomsunuwar6940]

Great China 🇨🇳 ever great 👍 in the world 🌎 ❤

[@albertmagician8613]

The red booklet says:"rely on your own strength".

[@michaelmokotong]

Thank you. A brilliant and accessible overlook.

[@catswimming3881]

Chair Mao: the more sanctions imposed on us, the better we develop.

[@BallyBoy95]

I'm curious, could you make a vlog about yourself. I want to know when and how you became so engrossed with China (I've followed your footsteps to a degree, and am absolutely fascinated with China also, like countless others).

[@michaelchua3942]

Thank you for the info, more power and God bless!!

[@ntal5859]

As a electronic designer the chip war started by USA was lost the moment they started, all it did was drive people to buy from China as the western supply lines were gone. I couldn't get any chips from my western suppliers but China had them all. It's still like this some 4 yrs on.

[@thewelshdragon.5979]

Being the master of the universe, US can simply unshare RISC-V 😂

[@danielli9167]

Hahahaha. i am laughing at Biden.

[@crhu319]

All they need is a time machine lol.

[@danielli9167]

May be US congress can pass a law changing the name of RISC-V and calling it CHIP-X, banning everybody from using the new name, putting the new name in a storage so nobody knows. Hahahaha, good American politicians.

[@vincetalkz]

Sanctions often lead to "Law of Unintended Consequences" Regarding computer chips, Western chip equipment manufacturers lose business from China, while China improvises and works around sanctions, meets its needs and becomes a new global competitor to Westerns firms. This law works in many fields. Sanction Venezuela, because we don't recognize their leader after a failed US coup, people there suffer and a flood of Venezuelan immigrants move across the southern US border, along with their gangs, US street crime and violence increases, and in general the new migrants weight down overburdened social safety nets in communities across the country.

[@EclecticOmnivore]

A bit of history; There is a long-standing -- many decades old -- feud between CISC and RISC proponents. The idea on the RISC side is that having a smaller -- less complex, shorter, and more general -- architecture will allow the hardware to be fully optimized. These efficiencies are not found in CISC architectures. In practice, the CISC architectures have been supported better and have had efficiencies that RISC did not generally achieve. That has shifted over the years, and now ARM (closed RISC) processors are taking over substantial areas beyond cell phones and closed devices. I expect that the same kind of switch will happen from ARM (closed) to RISC-V (open). The RISC(-V) proponents may get the last laugh, though for many years, RISC has been seen as an oddity and not as a common thing outside of cell phones and tablets. Devices that don't have to drag along legacy software support, and are new markets. An example of the shift between CISC and RISC can be seen in the history of Apple's laptop and desktop computers; First, they used a Motorola 68000 series (CISC), then moved to PowerPC (RISC (IBM/Motorolla)), then back to CISC with Intel x86 like non-Mac PCs, then back again to RISC with their custom ARM-based chips M1/M2/M3/... . Note that Apple often included an additional Intel 486 CISC chips as an adjunct processor before switching to Intel as the primary CPU. With the Mx series, now and going forward, it is very unlikely that any x86 or other CISC adjunct processors will be added to Apple laptop or desktop computers.

[@iancassie9840]

THANKS for your work

[@taterrhead]

you have some of the best 'basic' videos covering the most important industry in the world ... keep it up please!

[@teatree6228]

RISV chips by Qualcomm will be banned ftom China too at any time So that is why China now restricts their imports

[@bernardfong1019]

Next graphite chips to make the silicon ones obsolete.

[@ashk4155]

Can you make a video about u.s wanting to pass laws to ban investment in high tech sectors. I’m heavily invested in Nio (best automotive company in the world). Worried my government is going to ban people from owning Chinese companies.

[@user-tt6il2up4o]

China is capitalist. Us is a communist country, except it’s the rich that get everything not the poor.

[@ashk4155]

@@jamesa.smith.7794 huh

[@Sidekick618]

Keep buying NIO, it is an awesome technology company, and very vertically-integrated. The NIO CEO was at the front seat watching how Huawei was sanctioned.

[@greaterbayareahero1401]

We should thanks the US for helping China unintentionally. China is now even stronger and the people who are righteous are now even helping China even the US people

[@ghsu5357]

You have done a tremendous job! I like your video cuz you’re talking the facts.

[@baltukur3368]

Chinese have successfully in there own chip manufacturing

[@almdrs]

Technical question: is 5nm good enough for almost everything (something like more than 90% of all devices)?

[@jal051]

My Ryzen is 7nm and it isn't old.

[@sandybottom6623]

ARM Advanced RISC Machines. Intel CISC. RISC processors don't have microcode. They trade off increased instructions for increased speed. Each instruction executes in a single machine cycle. As opposed to CISC.

[@EclecticOmnivore]

Bottom line: A move to *open* RISC-V could mute -- but not eliminate -- many of the current sanctions on China that are currently in effect in that sector. This will not happen immediately, but it's not too far off (double-digit months (likely) not 3+ years). *Open* RISC (no licensing required) is being deployed more now, and has a very enthusiastic professional and hobbyist following globally. That enthusiasm will translate into a deep knowledge base, and that will take the risk out of commercial deployment. It is very likely that *open* RISC chips will replace CISC or licensed (Ex: ARM) RISC in both industrial and consumer devices. See: ---------------- Regardless of what Chinese companies do, or what the CPP will push, there is existing commercial work replacing closed CISC chips with open RISC *on the lower end right now*. While ARM is a RISC platform, it is closed in that if you want to make ARM compatible RISC chip, you have to license the design from ARM. The *open* architecture RISC chips *require* no licensing, so this shaves off the licensing fees and allows the projects built on RISC to be more focused; why throw extra complexity on a project (ex: a kitchen touch screen appliance) that doesn't need it?). Open RISC is *potentially* the future for the bulk of small or industrial devices beyond consumer devices and will be used in task-specific devices such as low-run heavy industry and military applications, as well as (longer term) consumer grade phones and computers. Open RISC can be used to make very efficient and focused devices because it is adaptable with either added hardware or with a software layer that handles edge cases.

[@888YangJi]

RISC-V is an open-source microchip architecture(hardware instruction sets) invented by American scholars, now its IP holder resides in Switzerland as a non-profit foundation to share the technology with any chip maker, however the foundation also have a mission other than sharing the open source technology with no fee nor restrictions, which is to keep this technology development in a unitary direction so that all future microchip design derive from RISC-V are compactible with each others, not everyone branching out on their own with RISC-V and lost compatibility with other RISC-V designs. The foundation hold meetings among senior members every year to decide the direction of this technology will go, which new designs or new instruction command is adopted in to the RISC-V standard. Any tech company can apply to be a member of the foundation to get involve with RISC-V's development. However, ecosystem such as Operating systems and software are still in very very early stage for consumer products. It is for mostly custom build HPC for large corporations at the moment.

[@JA-pn4ji]

RISC-V is a standard, it is not an invented or propriety technology. Its idea is to allow interoperability between designs through standardisation.

[@888YangJi]

@@JA-pn4ji it is open source technology, but it is still invented by someone and have IPs, the very foundation of it was invented by people in the US, at the very beginning it was designed as open source tech so that no government or country can put restriction on it. In the subsequent years many other people from other countries (many of whom are Chinese company) contributed to RISC-V adds new instruction sets and new design modules to this open source architecture.

[@happymelon7129]

😆The empire will try to coercion Switzerland . Sad for Netherlands lost sovereignty and ASML lost reputation. 2024-4-8 The U$ demand ASML to break the contract and stop providing after-sales service for the equipment it has sold to China.

[@soyea4818]

Invented by American scholars, won't the US try to add restrictions in the future to hamper China's growth?

[@nessim.liamani]

Thanks for your brillant analysis Kevin! I'm allin for open technologies (started with software and now hardware aswell. Openess is the way and I can't be wrong as it was supposed to be the foundation of what has made the west such a jewel in the past. China will help achieve a faster adpotion for such a world out of corporation and governement control IMHO

[@user-zb9vj1ps8q]

how do you know this technology is used in military?

[@Andrew-rc3vh]

Risc-V is more suited to non-standard computing functions like AI where you want to define new instructions for the hardware you are building. x86 is more a desktop PC processor. China was keen to use ARM for a long time, but these sanctions have killed ARM now. RISC-V processors can cost as little as 10c and can be embedded into a lot of cheap electronics to make stuff more intelligent.

[@ivygeorge5342]

Right sir

[@inout3394]

Thx

[@MyKharli]

I am surprised those lobbying for sanctions are not up for treason :)

[@lordlee6473]

I just sent you an email to tell you that you are spot on and I got the memo

[@chriscain7333]

"sanctions create new market" -- inside china business.

[@endodevices8129]

What doesn't kills you makes you stronger !!!