Clash of the chip titans: China versus the rest of the world? Part 1

Not a shot was fired.
And there was no blood.
But the battle for supremacy in semiconductor manufacturing in East Asia has always been brutal.
East Asia Tonight takes a look at the clash of the region's semiconductor titans.
Read more: cna.asia/4aXBSWH

[@johngate70]

CNA's definition of "the rest of the world" is very funny.

[@user-lb6yx3jl2z]

It's not when they are the mouthpiece of the west.😁

[@resnica3557]

What could anyone expect of something known as Channel Neurotic America, aka. CNA?

[@tweedy4sg]

Indeed it is. I thought they'd have used the more cryptic "international community ", a very vogue term used by western media.

[@teoeehuat8742]

​@@user-lb6yx3jl2zYah, totally agreed. This is a Anti- China Channel. Singapore is a multi racial hoemony society..

[@MikePapaFiver]

When CNA says the rest of the world it means 12% of the world population living in the global north 😅

[@mrblurblur2003]

By imposing more sanctions on China, you made China more stronger and independent and producer of affordable semiconductor. China Jia Yu 加油

[@kuanged]

I am software sales consultant in the US. Any business we do outside of the US (including Europe) they are using Huawei products. Only here in the US do we consider Chinese companies anathema. It's so pathetic.

[@jogana6909]

Huawei is neither Alstom nor Toshiba. Huawei has no US business now, but it is still popular in other countries.

[@soonpohtay4794]

Tonya Harding school of Marketing😂😂😂😂

[@mshtysf4646]

Huawei is sometimes twice as cheaper and almost as reliable as cisco and others... its just a no brainer. well if you have a brain.

[@kuanged]

@@mshtysf4646 In the US the propaganda campaign is so strong. There are no sources of positive information about China. If you believed the propaganda you'd still think China is where it was 24 years ago. Unfortunately, a lot of Americans NEED to believe in this to distract themselves from what is coming.

[@michaelwang6125]

@@mshtysf4646 you do realize it was thanks to cisco who help build China's internet-wall-etc; without them helping out at the beginning~ beijing's economy might be near tie to India. so its quite strange when even now days - you rarely (if ever) see any Beijing official thanking EU/G7 nations for helping to industrialize the mainland - its mostly wolf warriors from 2017 onward. That being said; it will still take 3-7 years before India' can build up its factories to serve as an alternative.

[@happymelon7129]

Where is China versus the rest of the world? "U$ EU Japan S.Korea" is the rest of the world ?

[@happymelon7129]

The west only 20%

[@happymelon7129]

The rest 80%

[@directxxxx71]

CNA wants to be CNN wanna be of Asia

[@immortalideas-fi6kj]

I know right? These people are full of crap. China will beat them all together. China is on another level these countries are not even close to.

[@user-hv1ht8cx4b]

In semiconductor industry, yes, they are.

[@avi4U-]

China Vs USA doesn't mean that all world against china and meantime USA is not all over world. Don't be manipulative with ourself.

[@JuraganEmas]

USA can manipulate or pressure the rest. The rest feel compelled to follow US lead, at least its politically correct to follow US lead. You cant risk a war against US, US has been in war ever since its founded, and only 2 years of peace time.

[@alileevil]

The Americans didn't just beat Japan, they made them subservient to serve the American Govt. The once proud nation of the Samurai warriors now prostrate themselves to the Americans.

[@pengzhang5081]

不是武士民族 是抢劫海盗倭寇民族❤ 它们被美国控制 是它们的报应 最终 美国🇺🇸和倭寇🇯🇵 会不得好死❤

[@the0neObserver]

What I dont understand is, why Japan is helping despite the fact that Japan itself was forced to bow out in the 1980s by the same tactic the US is using against china. The US hit Toshiba with sanctions and millions of dollars in revenue were wiped off its books as its products faced heavy import duties and American firms cut ties with the company. American Congresswoman Helen Delich Bentley initiated the move in 1987 as the result Toshiba - which, along with Sony, Mitsubishi Corporation and other Japanese firms came to a screeching halt.

[@georgelan9985]

Because they can’t refuse just like in 1980s.

[@xxoo-lp6vc]

0000ccupied since WW2

[@rap3208]

Because they are a vassal state, with a constitution shoved into their throats by their master.

[@LanNguyen-vd4zt]

50 cent for you

[@LanNguyen-vd4zt]

@@xxoo-lp6vc50 cent for you

[@tonym842]

The title should be corrected to, "The US's failing containment of China ".

[@mcgaretse77]

CNA please give us a report card on USA' lead Build back better program as compare with BRI .... show us the interest rate the western banks going to give as compare with BRI? List out all the projects completed by BRI VS BBB? 😂😂😂

[@999score]

Western do build bad better was wrong ly report by cna

[@happymelon7129]

AMD, INTC Slip as China Moves Away from Western Tech China officials tell telecom carriers to phase out foreign chips by 2027. This is U$A dream come true .. China helping U$A to stop chip companies from supplying Chinese companies. So great to see the two governments working together.

[@happymelon7129]

Great .Win win.

[@yftan4353]

Not true, not all the foreign chips, but the American ones.

[@shabbirmanji4190]

0:05 As a INDIAN , i hope china leads in chip as other countries & neighbors are not efficient providers as their to own fellow citizens

[@freeneasy5906]

Bharat, global south as well, let's rise up,, for good,, multipolar world 🌎🌍🌍🌍🌍🙏

[@Scambuster491]

@@freeneasy5906solve your border with India first lah 😂😂😂

[@ssrae-2229]

​Should be Solve yr problem with CHINA... you are occupying land belonging to a neighbor.. Is McMahon Line .a legit BORDER between 2 nrighbors? NO.​@@Scambuster491

[@huiyan4051]

As a Chinese, I hope Indian chips will be developed sooner. China is a huge chip market and there is no way to satisfy itself. We're looking for chip help from Malaysia

[@allowedme]

Is this an anti China channel?

[@happymelon7129]

YES

[@georgelan9985]

Every news have bias, but it is true that China can only rely on itself in the matter of chips.

[@directxxxx71]

Surely a pro West and pro American channel

[@bensky888]

CNA is bias news channel.

[@yehuo2825]

@allowedme definitely! c n a usually remove my detail actual fact comments!

[@imtiazakand3174]

Usa vs rest of the world.

[@tutotutot5193]

More like US vs Rest of the world

[@happymelon7129]

seeing GZ , the rest(80%) woke up from the west(20%) double standard

[@happymelon7129]

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.

[@nicholasfooong.]

Cuz china will do ip theft

[@SpruceWood-NEG]

ASML has moved to the United States. The Netherlands has no worries anymore.

[@lonewolf7992]

Meanwhile (China and Indonesia want peace and stability in ASEAN, South China Sea) CNA.

[@Scambuster491]

Both countries have different definitions on peace and stability in ASEAN.

[@fred_00]

China still rises. 🇨🇳🇨🇳

[@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."

[@araara4746]

In short you said that Americans are lazy.

[@happymelon7129]

This is bully , it is NOT a competition when only one side(U$A) can change rules. Just like your classmate(U$A) use his family power coercing the stationary shop(ASML,Japan,..) NOT to sell stationary to you(China).

[@jjsamuelgunn1136]

joke channel. Comedy News Again

[@jibinjohn8871]

😅

[@godzillamothra5983]

China: Bring it on

[@chengavitch10]

"The rest of the world" excludes most of the world.

[@yhtan1909]

I agreed with what the Professor mentioned that semi-conductor industry should be complimentary. If it's not geopolitics at play here why sideline China. Don't forget China is one of the biggest consumers of the chips produced worldwide. Japan has never learned from their decline as the powerhouse of semi conductors.

[@AlanXuHK]

Shoudl it be "the US versus the rest of the world"? Which is more accurate?

[@JA-pn4ji]

Every country involved in the semiconductor space is faced with shortages of skilled staff. Highlighting only China on this fact taints your objectivity.

[@user-rt6ip4kb1i]

what made you think CNA ever concerned about it?

[@Liboch]

Everyone wants to produce chips these days, the US is trying to produce advanced chips itself, and even India is trying to produce chips from scratch. But China is the biggest market, and they too are trying to produce their own chips. In fact their chip production growth rate is about 40% yoy. I think in less than 10 years, the advanced chip production in US will bleed to bankruptcy since they can't compete with Taiwan, Korea, Japan and maybe China.. Their production cost will be about 2 to 3 times higher. India's ambition maybe shortlived too, China will flood the market with cheap less advanced chips.

[@jibinjohn8871]

China vs rest of the world debate and 2 Japanese experts talking about Japanese semiconductor industry 😅

[@soothsayer2406]

Everyone has a price some more then others.......former TSMC and Samsung engineers and managers will be happy to join in helping an outside company leap frog the established players for the right price......remember people are people and can be bought

[@RaffaelPallus]

The world need China to crush the chip price to minimum instead of high 100% profit

[@soothsayer2406]

when this tools talks about the free world...he is talking about the one that supports whats going on in the Gaza Strip????? Is this the same Free world that he speaks off?

[@happymelon7129]

west human rights come with "color "

[@soothsayer2406]

@@happymelon7129 Yes it depends on what color you are.....This is how it works.....If you are lighter in tone you get more human rights....the darker you are...uh uhmmm sorry bro....none for you..That's how the Western rules based order works....

[@Liboch]

Everyone wants to produce chips these days, the US is trying to produce advanced chips itself, and even India is trying to produce chips from scratch. But China is the biggest market, and they too are trying to produce their own chips. In fact their chip growth rate is about 40% yoy. I think in less than 10 years, the advanced chip production in US will bleed to bankruptcy since they can't compete with Taiwan, Korea, Japan and maybe China.. Their production cost will be about 2 to 3 times higher. India's ambition maybe shortlived too, China will flood the market with cheap less advanced chips.

[@CC-dx6bc]

Turkey UAE also

[@RDJSR1]

What does "Free world" mean? why is it used to describe the west?

[@user-qd8yg1fp7i]

cos d rest of us r just slaves to serve them in d "free world".

[@MGZetta]

Because the west is free to commit genocide and colonize others.

[@pengzhang5081]

自由世界是可以吸毒的

[@2211-wu2ni]

自由在西方完全不存在，他们口中所谓的自由只是自我安慰罢了

[@happymelon7129]

2024-4-17 S Prices drop 11% after ASML reports 60% drop in customer orders in first quarter. Due to n0t all0w to se11 to China. Sad for Netherlands lost sovereignty and ASML need to follow foreign country instruction.

[@Jamie-nt3eh]

Asml may not survive without government aid

[@grgarjun376]

Chinese will overcome all these sanctions and come out victorious and these unfaithful singaporeans will come to beg china saying we are ethnically same people.

[@djibicisse]

Singapore has nothing to do with China Sovereign country

[@junbaosu8031]

main medias controlled by west capital (especially by US) and serve for politics, CNA is one of them.

[@pengzhang5081]

因此 新加坡🇸🇬确实是美国的殖民地 不然不会允许媒体造谣抹黑污蔑中国🇨🇳❤

[@RB-eo4eq]

As a Capitalist ... it never seems prudent to curtail sales to your largest current customer base and indeed largest future customer base by inciting that market to be self sufficient and compete with you in the future. When have we ever in the last 30 years seen China not compete , innovative and do whatever is needed to move up the value chain. The new term "over capacity" will ring true in Semi Conductor very very soon with all of the concurrent investments .

[@yohinomura2966]

It is not against the world. Disappointed with CNA. Is Singapore a banana now?

[@pengzhang5081]

新加坡一直是美国殖民地 你看新加坡媒体就知道 完全被美国🇺🇸政府控制 就知道新加坡🇸🇬政府也是被美国🇺🇸控制的傀儡❤

[@chickaboomboom2726]

They been a banana decades ago it now coming out in the open.

[@ska5568]

*VIVA LA CHINA. Except for the border dispute even Indians wants to see a raising China which they can raise together with. Indians would rather have strong China than the American Bully.*

[@Scambuster491]

Indians want strong China? Who told you? 😂😂😂

[@happymelon7129]

Seeing what they do to Japan and China, everyone knew if they win. Next will be India.

[@pengzhang5081]

边界是你不要脸 抢劫中国🇨🇳领土 你有何脸面说边界争端 你们不是占领了锡金等领土吗 不要怕脸❤

[@user-m11r49xy]

中国如果输了，下一个很可能就是印度🎉🎉🎉🎉

[@Mike-ys4sr2023]

Whatever Japan produces it will be controlled by the US like IBM etc just like in the 1980s 😅 😂

[@TuaTagovailoaTouchdowns]

China's semiconductor chips are still behind the cutting edge seen in other countries like the US or Taiwan.

[@sumyamchi]

That professor claiming it would take China 400 years to develop the high speed train system by itself is completely clueless. Before China paid for tech transfers of high speed train technology, it already had its own self-developed "China Star" high speed train prototype that was already capable of travelling over 300km/h by 2002 with indigenous technology and was running commercially at 270km/h by 2006. The tech transfer accelerated China's high speed train technology by around 10 years or 15 years at most. That estimate of 400 years is an absolute joke. In 400 years, Humans will have already colonized the entire Solar System even beyond the orbit of Pluto and we'll have long developed maglev transport systems going well over 6000km/h. What a knucklehead! 🤣🤣🤣

[@albertpongol9864]

On the last part of East Asia Tonight. Ms. Otelli Edwards made a slight error.She said "Monday edition of East , when suppose to be Thursday edition."

[@simplewar]

very apt title

[@KishanKumar-qz1kt]

I am indian and i fully support china to lead in every tech. I believe in multipolar world. If china fell next target of west is india every indian know it very well. They will not let their hagemony to go. China's lead will be a challenge to India because we are not at good terms but it also push india to go extra mile

[@calvinblue894]

TSMC doesn't even want to manufacture in Arizona.. Keeps delaying. Lol 😅😅😅

[@happymelon7129]

TSMC yet to receive any $ from U$ 🤣still waiting with long neck.

[@yapsiauwsoengie6507]

They keep creating but who need them the most? What happened if who need them refuse to buy?

[@jojo-ep2pp]

clickbait headline 😁?

[@zanderdan9710]

Russia help you reduce electricity cost China help you reduce car cost and other goods Help you reduce cost of living, isn't that great? USA and Ghoulish 7make you debt slaves Say yes and cheers to Russia and China

[@yinyang9109]

China is not Japan used to be because China has its own army but Japan had the US massacred arm. So there no pressure for China, win win.

[@ECOSAM_]

It's more important than ever to support each other. Buying local helps all of us in Singapore thrive. Let’s do this together! 🌟

[@chickaboomboom2726]

Rest of the world doesn’t make chips. PLEASE CHOOSE YOUR TITLE CAREFULLY

[@user-qd8yg1fp7i]

Say, is that a Chinese space station...?..

[@theinfralink6598]

What is the percentage of shares of CNA owned by U.S. investors?

[@stokeynathu8112]

The Global Semiconductor Subsidy Race has began. The US CHIPS and Science Act allocates $53 billion to the US to rebuild its chip supply chain and invest in research and development. Of that total, $39 billion is dedicated to initiatives that boost semiconductor manufacturing. In response to the US Chips Act, the European Union, Taiwan, Japan, and South Korea have started or expanded their own subsidy programs. the EU introduced the European Chips Act in 2022 to make it easier for government funding to be used for semiconductor plants. In August 2023, the Taiwan Semiconductor Manufacturing Company announced plans to build a $11 billion chip manufacturing plant in Germany, which may include up to $5.5 billion in government subsidies. According to data from a consultative council of the Japanese government, subsidies provided to the semiconductor industry by the Japanese government over the past three years have totaled JPY3. 9 trillion (US$25.7 billion), equivalent to 0.71% of GDP. China's semiconductor self-sufficiency rate is less than 6%, and its technological level lags behind the world.

[@tedchandran]

The Rest of the World are mostly us Indian origins Jai Hind.

[@kongthai..]

Japan semi conductor is same size as Malaysia. Really!!!! Japan must lead in new industry, not waste money on non competitive sectors. 🥺💯☝️

[@qake2021]

👍‼️👍🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦➕️👏👏✌️

[@pehclark7256]

Terry Guo and Elon Musk was their last chance at having a technology edge but some Baozi sabo, so terry ( tax stuff) move his company to India and Vietnam. Now Xiaomi ,byd doing the same to Elon. That is why buffet cut his shares. Now you know. Sumitomo is a good choice for investments btw.

[@longcimb]

What happened when these so called "free world" produces these chips n no buyers since China cannot be sold to? And what happen when China dont buy from these countries in the future. Possibly they could only sell to uS MIC n more wars

[@Dollarrmb-pk6ub]

In the late 80s. Japan is threatening US hegemony. Thus US demolished Japan chips manufacturers because it affect US chips industry. However US allows japan chips machines and raw material.

[@SpruceWood-NEG]

There is no conflict, this is just normal business competition. The only violation is the chip embargo sanctions initiated by the United States. What China needs to do is to completely domesticate chips with a diameter of 7 nanometers or more (with annual purchases of nearly 400 billion US dollars for chips with a diameter of 7 nanometers or more). After 5 years of trade war sanctions, China has been able to fully mass produce the complete set of equipment, processes, and raw materials required for chips above 7 nanometers. The next step is to make chips above 7 nanometers globally extremely affordable. I am never proud of China's energy production of 3-5 nanometer chips, which are all produced using Dutch lithography machines. This is a shame.

[@lfc1981]

the host is rushing to go home after 6pm ah? speak like machine gun....so irritating to watch

[@antonmihoc4109]

Dance China, cry America.

[@hussienalsafi1149]

☺️☺️☺️☺️☺️

[@nextlastChang]

The ban on semiconductor exports to China 🇨🇳 is one of the most important policy moves of *the century.* - The Chinese regime is still trying to figure out *what hit them.*

[@fred_00]

You again! I see you everywhere hating on China. Too bad the world loves China. By the world I mean the global majority where most people live. Who cares what the bully and arrogant USA thinks.

[@qake2021]

🤣🤣🤣 sleeping won't help you 🤡‼️ 🇨🇳 is catching up faster than 🇺🇲 realized. ✌️✌️✌️

[@seventian6117]

two shekel

[@susss188]

When you have ancestors of japanese comfort woman, the brain usually have shits in it.

[@slc801]

You seem happy ?

[@freeneasy5906]

Only draconianUSASS fella is allowed to stay high end,,no one is allowed

[@user-vu3xp3oz2o]

cna have a bias against china

[@pengzhang5081]

新加坡媒体基本上都是美国🇺🇸政府控制的 是美国政府的喉咙❤

[@ElopeStudio]

snorlax enjoyer

[@user-ug4yr8er9g]

КНР впереди планеты всей 🇨🇳👍🇨🇳👍🇨🇳👍🇨🇳👍🇨🇳👍

[@kencheong28]

I'm watching CNA or NBC? 😂😂😂

[@jjsamuelgunn1136]

You are watching Comedy News Again

[@user-qd8yg1fp7i]

all cee eye aye funded...

[@happymelon7129]

TSMC yet to receive any $ from U$ 🤣still waiting with long neck.

[@Jamie-nt3eh]

Lol USA wants tsmc without the Taiwanese! But Americans are too proud to be Taiwanese hence no uncle Sam!

[@alereon]

CNA has gone all out China

[@omyhaby1912]

China VS The US(The west)

[@sagittariusann1220]

新加坡不愧曾为英国殖民地

[@EM-ce5xs]

The chip 4 is going to fail

[@kampoengbatoe2699]

The better title might be "Clash of the toilet cultures: India versus the rest of the world". How about that bro? 😁😁

[@alphabita3999]

India made more than 20 cr toilets in the period of 2014-2020 ur report is backdated i dont know this no of normal house present in your country or not?

[@kampoengbatoe2699]

@@alphabita3999 Well, your people are still using rivers for toilet purposes, right? And you don't know that your Ganga River is still the largest public toilet?

[@alphabita3999]

@@kampoengbatoe2699 who told u ganga is used for public toilet? I never seen

[@kampoengbatoe2699]

@@alphabita3999 Well, the horrific images of the Ganga River are pretty much all over the internet. You haven't seen them?

[@alphabita3999]

@@kampoengbatoe2699 particular portion during festival

[@lisashung9442]

C..NA=ChiNA…..😂

[@RV_to_kingdomcome]

1 word, asml

[@newsubcriber65887]

Which country has Zombies

[@Seele728]

What do you mean "rest of the world"? Are there only 2 nations in the world?

[@huangzb8060]

As always, CNA is very good in propagating USA's narrative.

[@kongthai..]

Strange. Shouldn't Japan concentrate on NEW MATERIALS to replace shortage in hydrocarbon polymer segments. Ceramics, composites, alloys, fillers, are huge. Probably biggers than semi conductors. Why do destructive competition. 🥹💯🤚

[@ArabicReja973]

The ban on semiconductor exports to China 🇨🇳 is one of the most important policy moves of *the century.* - The Chinese regime is still trying to figure out *what hit them.*

[@seventian6117]

one shekel

[@susss188]

Because they FYM hole!

[@user-zc1xc1yz2j]

indian bots