The race for semiconductor supremacy | FT Film

The US is bidding to regain a leading role in advanced chip manufacturing, to de-risk critical supply chains, and to combat China's rise as a technological superpower.
#semiconductors #microchips #Intel
00:00 - The race for semiconductor supremacy
02:28 - Chips Act
04:32 - Arizona
06:33 - Tomorrow’s workforce
08:59 - Intel
10:29 - Dawn of the silicon age
12:57 - De-risking
14:10 - The rise of TSMC
16:14 - The flashpoint
19:11 - China
21:40 - The consultant
25:07 - Artificial intelligence
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[@innocentmadanhire2391]

Fascinated by AMD s effort currently. I think Lisa Su s joining into AMD was quite transformative

[@jeffstrehlow2623]

They are coming out with some nice products.

[@JacquesHathaway-j7c]

This trader is so pure and transparent... Much love and appreciation.. From south African

[@jakeoswald8017]

I work as a supplier for Intel, visiting the Ronler Acres campus in Hillsboro weekly. The capital investments they are making into R&D and fab is incredible.

[@santiagocarreno5881]

This... x times this; most people in these videos dont get the amount of investing Intel is actually doing to catch on; I do believe Intel will accomplish wonders in 2025 despite the haters

[@gackerman99]

this comment aged like milk

[@jakeoswald8017]

@@gackerman99 hey, I said the capital investments, not the market response. It’s still true that they’re investing billions into the area.

[@unreliablenarrator6649]

By the way, the TSMC Arizona fab is now 2 years behind schedule. /nfc

[@Ahoooooooo]

They were counting their eggs , before they hatched

[@robinali6903]

And? Of course it’s behind schedule, that doesn’t mean it isn’t going to be completed.

[@alexanderrose1556]

Aaaand its in operation right now :)

[@raoulberret3024]

At the center of all of this is people: Scientists, Engineers, Technologists, Technicians, etc… What no one is talking about is with the advances of new technologies and communication systems, we may restart a native industry, but may outsource the gray matter. These new plants are highly intelligent and automated, but the gray matter behind them may end up outside the US. Let us all be forewarn.

[@EricTaoTheDoc]

The factory is just a building with expensive equipment. The essential components are those highly skilled chip engineers that is willing to work long hours in the lab and on call 24/7. I am not sure that there are enough such engineers in the US. TSMC will have bring tens of thousands of them from Taiwan. US domestic students are not interested in hardware engineering. We will see how the US and Arizona attract and accommodate these foreigners.

[@jennychuang808]

Well said ! TSMC is facing exactly the issue you mentioned at this moment in the US On the other hand, Japanese fab is progressing according to their plan because Japanese engineers are hard working

[@Thephilpw99]

So far it's not looking good. The union workers already protested and rejected the workers from Taiwan. They don't want more people from Taiwan to "take their jobs".

[@j.k.1239]

This.

[@ShopperPlug]

"US domestic students are not interested in hardware engineering". That is true, but I think they are not aware of it and have been focused on Computer science. This is a tragedy. I think Bidens effort in US manufacturing presence encouraged many US colleges to rethink about their curriculum and provide hardware engineering majors. They are hard as hell to understand, usually only Asian people are smart as hell to understand them easily. Hardware engineering is basically three majors into one major.

[@18890426]

@@jennychuang808 what kind of policies is the Japanese government taking?

[@sapnagoyal2193]

wow, this is done really well. thank you for producing this!

[@jldemed]

The FT saying that Intel lost its edge in the last 5-8 years is a joke. They missed every single structural shift in the industry in the last 20 years, beginning with the change into mobile devices. It’s perfectly defensible for the US to protect its security with support to onshore production of chips but to see Intel’s CEO, who still has not delivered on any of his promises to shareholders, posing as the great strategist while he milks public money is a bit rich (he pulls the same act in Europe)! It suffices to look at the performance of Intel’s stock and compare it to its peers.

[@cjjuszczak]

yep, i was waiting for the part saying "Intel fucked-up transitioning to 10nm and gave the lead for years to come to TSMC...", but it never came lol

[@taijistar9052]

I fucked up and can’t compete, please help me to beat down the competition!

[@loktom4068]

The RABBIT 🐇& the TURTLE 🐢 fable in reality.

[@VincentK-s5y]

❤

[@crysstoll1191]

Indeed. Intel, just another corporate grift. Not to mention Ronnie Raygun deregulating every aspect of business in the US and watching almost all the manufacturing go to SE Asia. So, what the hell did you expect USA?

[@annkes2383]

Excellent documentary , thank you for putting this together

[@Defang-l5o]

Arizona has a shortage of water a lot of which is needed for chip manufacturing. A better choice would be the Great lakes, ie the rust belt. But these companies, despite being willing to accept government money, don't like paying taxes....

[@pamtam1]

Intel is investing in Columbus, Ohio for its latest plant. Cumulatively, they seem to plan of $100 billion worth of investments over the next few years.

[@pamtam1]

You are damn right they are NEVER willing to pay any taxes whatsoever. #taxhavens

[@peterclarke3020]

They will likely have to spend a fortune on ‘water taxes’ instead !

[@jeffstrehlow2623]

There used to be much semiconductor manufacturing in the San Fransisco Bay area. In fact, that's where it started. I guess it's too expensive to manufacture them there now and that's why they are doing it overseas,

[@joedababnih3982]

intel paid 4.3b in taxes in 2021 and 4.6b in taxes in 2020. Nobody "likes" paying taxes. But they do it anyway.

[@Ratinevo]

Intel lost coz it kept employing MBAs and finance to run the company, it's doing better now that engineers are back at the helm. It's engineers who understand the market that do it best, not bean counters who worry more about short-term profits over long-term sustainable growth.

[@PahatRout]

Did I read that many Governors are trying to please their voters by lowering the requirement of passing basic Mathematics in their high school classes and with such policy they think they want to lead the world in the 21st Century? They certainly excel in using Woke-ism to publicize their FREEDOM!

[@elcapitan6126]

their entire economy runs on short term profit seeking big corps. some people win big while the underlying productive output slowly wanes. it slowly destroys the real economy

[@peterclarke3020]

The same problem as Boeing.. Bean counters replacing Engineers..

[@analienfromouterspace]

@@peterclarke3020 Yeah, that's where innovation dies, MBA and finance grads are nothing but hasslers for short term profit taking.

[@LeonardTavast]

Intel did the same mistake as Blizzard. Maximizing profit by cuts in development and by increasing investment in marketing instead. That reduces quality of products in a few years as we saw with both companies. Then all of a sudden they lose market shares. You can't cut the workforce in IP-intense businesses such as software development and hardware manufacturing if you want to maintain a dominant position.

[@olegvoroncov3256]

Just hopped on your channel today watched a few detailed videos of you explaining your strategy and I implemented onto my demo account and definitely a game changer appreciate the free knowledge not to many that actually breaks it down in a way that even a toddler could understand

[@tedchen2528]

Floks, TSMC tried to set a new site in US, and what happened? US workers are protesting on the management and the whole process is slowing down. The fact is that having chips made in the US is much more expensive in Taiwan. You cannot find skilled TSMC alike workers in other place with the same cost out of Taiwan. Face it. Not to mention the management of Intel is a disaster!

[@cruuguy]

its a problem that can be resolved as well if they really want to proceed with their plans. they could automate more processes to reduce the human labor cost, or they could produce thrice as much.

[@AZ-zk6fr]

​@@cruuguyBut this approach will be protested

[@Rhetoricalact]

​@@cruuguy It is not true. TSMC as great company as it is has probably automated and optimized everything it can. It is facing the same engineer shortage issue back home in Taiwan. Americans generally are not willing to work long hours and get less pays if they were to work in finance or software companies. I am just not optimistic about the semiconductor fab development in the US.

[@takeflightfinance644]

with enough money that problem is easily solved

[@hammerscharlie1935]

​@@cruuguyThat solution will face more backlash from those lazy UNION workers.

[@Shania-fg5rp]

your commitment to factual and engaging content is clear! ️

[@diuleisin]

Given the recent worker strikes against the big three automakers, I'm not sure about the prospect of semiconductor industries

[@isatousarr7044]

The race for semiconductor supremacy has become one of the most critical global competitions, as semiconductors are the backbone of modern technology, powering everything from smartphones and computers to advanced military systems and renewable energy infrastructure. The COVID-19 pandemic exposed the vulnerabilities in the global semiconductor supply chain, underscoring their importance in national security and economic stability. As a result, countries around the world, including the US, China, and members of the European Union, are prioritizing investments in semiconductor manufacturing and research to reduce dependence on foreign suppliers and bolster their technological sovereignty. Semiconductors are integral to the development of next-generation technologies, including artificial intelligence, quantum computing, and autonomous vehicles, all of which will shape the future of global economies and geopolitics. In the race for dominance, countries are investing heavily in both increasing production capacity and advancing the technology itself, such as through the development of smaller, more efficient chips that can handle more complex computations with greater energy efficiency. The competition is also driven by the geopolitical tensions surrounding supply chains and technology leadership. For instance, the US has implemented policies like the CHIPS Act, which incentivize domestic semiconductor production and research, aiming to reduce reliance on Asian manufacturers. Similarly, China has made significant strides in its semiconductor capabilities, although it still faces challenges in key areas such as advanced chip manufacturing. The semiconductor race is not only about economic growth but also about national security. As chips are used in a wide array of military technologies, controlling semiconductor production is seen as a way to safeguard against cyber threats and other strategic vulnerabilities. However, this race also raises important questions about global trade, environmental impact, and the ethical considerations of monopolistic practices in the tech industry. The concentration of semiconductor production in a few countries or companies could lead to imbalances, with potential consequences for smaller economies and consumers. In conclusion, the semiconductor race is not just a technological competition but also a strategic, economic, and geopolitical contest. The outcome will determine the direction of technological development, the balance of global power, and the ability of nations to innovate and protect their interests in an increasingly digital world. For the future, investment in research, diversification of supply chains, and international cooperation will be key to ensuring that the benefits of semiconductor innovation are shared equitably and sustainably.

[@sisyphus_strives5463]

I hope that we can can catch up before the critical point is reached. I don't want to see war in my lifetime...especially between two powers in the 21st century.

[@sisyphus_strives5463]

It doesn't seem to me that in life you can get second chances, the moment you lose grasp of an opportunity it becomes incredibly hard to seize it back again. I don't like what the future is looking like

[@marklee8819]

Lol. War is driven by USA not china. Has china ever invaded anyone in past 30 years? US invaded Iraq twice, afghan, Syria, Vietnam, Korea, etc. Covertly overturn govt. Chinese don’t like wars. China has been invaded by Japan, and UK-France-Spanish-etc the western colonizers. Who is the one with battleships thousands of miles away from homeland to circle around China coastal lines provoking? Who has hundreds of military bases around the world that pentagon is having a hard time to keep track of and cannot account for all its spending? We US taxpaying footing the bills. US here is more likely to have internal wars than external. Sadly. Divided country. Homeless. Gun violence. Wealth gaps. Then global warming. China doesn’t want to fight… it’s US wants to maintain its exceptionalism

[@MD97531]

@@marklee8819you’re not a US taxpayer you’re a wumao.

[@MD97531]

@@sisyphus_strives5463no need to catch up, the US is comfortably in front

[@j.k.1239]

@@marklee8819 China in it's history has never started a foreign war.

[@iechuanlee9326]

The USA had been leading in chips manufacturing & has now been caught up by others and this shouldn't be or deserve to be put down using the US military.

[@AverageGuy916]

Intel said "Without the Chinese market, there is no point of building the chip factory expansion"

[@marklee8819]

😂. Yup. Pat is just a politician. Speaking both sides to get his money

[@dennisestradda9746]

Just justifying the CCP regime, no decouple

[@ChnesRep中華民國OfTaiwan]

Both China and US buy from Taiwan. World peace.

[@dennisp8520]

Can we get a source on this quote and when it was timed? Things have changed a lot the funding and change in tune around regulations makes a massive difference

[@AverageGuy916]

@@dennisp8520 Simple logic, with the US sanctions on chip export to China which is 51% of US chip export market share. So without Chinese market, who are you going to sell the chips to? Qualcomm just announced massive layoff, TSMC announced the Arizona chip factory construction delay. Micron just disclosure their 40% revenue decline YOY. And now Huawei just launched their own 5nm chip smart phone... US is so f****k'd. What else can US trade with China other than corn or some beef?

[@kayrealist9793]

The immigration policy needs a complete revamp. We educate foreigners in our top universities and kick them out without much options to remain in our country. What an idiotic thing to do. Anyone who wishes to work hard and contribute to our country should be given the opportunities to do so.

[@phillip76]

Education is a service trade of the u.s. just like exports. It would be really problematic if U.S. suck all the engineering talent of the world. Those countries would start to think it might not be a good deal for them to work with the u.s.

[@archibaldsamu5873]

short-termism..and now you don't even have enuf engineers for the foundries

[@JosephAhn-l3e]

That's a short term solution, but America is in general too stupid to build advanced chips. They will need to improve their entire education system to compete with East Asians in the STEM fields...

[@broniabdul-razak110]

How USA is so comfortable monopolising heavy industries,but quickly criticise and scared when other countries monopolies such industries.

[@dennisestradda9746]

Ip theft, chyna steals so much

[@dennisp8520]

The USA isn’t monopolistic of heavy industries at all? There just increasing capacity to meet their own market needs.

[@darthvadeth6290]

@@dennisp8520 The US invades, sanctions, topples governments using CIA in countries all over the world to maintain it's corporations' monopolies of heavy industries.

[@yasufadhili]

This seems to bother nobody

[@henryshen1156]

If the monopolies are from democratic countries, US won’t be as concerned. Xi’s CCP ideology is not compatible with the west. There is no way China can get the top technology from west unless China becomes democratic like Taiwan. Semiconductor industry requires multi-country collaboration effort. No one country can pull this thru by itself.

[@GennadiyFrolov-oz5nh]

I am very excited to see new video, keep it, you are doing great job.

[@makimomoo]

The rise of the MBA in industry resulted in a drop in scientific and engineering innovation. When accountants took over, the plot was lost.

[@Asheroyal12]

Boeing Co. classic example

[@LouisDuran]

As long as Pat Gelsinger is in charge, Intel has a good shot at returning Intel to leadership. Pat works incredibly hard. My first job out of grad school was at Intel and Pat was my group GM. The job I had was basically what we would call DevOps now and there were times where I either needed to be in at work very early (6am) or left quite late (9pm). No matter if I was coming in early or coming in late, Pat's car (a very modest Volvo) was always the first car next to the front door. Point is, Pat works extremely hard and he inspires that in others. Intel has good times ahead as long as Pat is there.

[@SwapnilDeb-q7e]

agreed. smaart person

[@supa3ek]

Pat may work as hard as he wishes. The problem is.........the ENTIRE company must be willing to work hard. Can you say the same for the ENTIRE company ????

[@jthunders]

Can't the Asian competition just put in more hours if that's all it takes?

[@user-gc5vm9dn2h]

One does not live to work but the other way around!

[@ViktoriyaVoronova-pj6tr]

This is the most effective strategy I've ever come across. It's like magic!

[@danielcaceres9971]

This is protectionism 101. The US demands free market policy from developing nations but then does this.

[@MD97531]

Free market policy is different to CCP style tech theft and protectionism. Educate yourself

[@andyyang5234]

This is just the world switching from unipolar back to bipolar. Protectionism only happens between the two camps, while free market is demanded between countries of the same camp.

[@mattgibb1288]

Intellectual property theft must have been like leaving a chocolate cake out in a room full of 5 year olds. Who will steal this and once they do the enemy is revealed and is now 100% trackable.The internet has two functions tied together like railroad tracks. One is military and the other is social, but the two are inextricably connected.

[@yoyolim538]

They have done well with their demands for other countries to open up for decades, why change now?

[@hughmungus2760]

@@yoyolim538 because the US increasingly can't compete

[@shad0wyenigma]

The US should invest in chip manufacturing for national security reasons. However, what many people don’t realise is that silicon chips are starting to hit the physical limits of their capabilities. Once you get down to 1-2 nano meters all kinds of weirdness happens because of quantum mechanics. Growth in this industry is coming to an end (unless there’s a massive revolution in quantum computing). The US would be better off putting that money into future important industries such as ultra capacitors, solid state battery production, etc

[@maxchen7229]

You bring up a very interesting point! That’s a great leader’s vision!

[@turtledovechen176]

the chip act sound like a lot of money(52.7bn), but TSMC alone spend around 35bn in a year, and they have been in the business for over 30 years so US still have a lot of catching up to do or they could just work closer with TSMC and all the other Taiwanese companies, makes everything easier

[@JigilJigil]

$52bn is just the incentive, over $210bn of investment into new fabs has been announced by the private sector. (in US) US has no catching up to do, US still is the leader of semiconductor industry, (technology-wise), the first 2nm chip actually was fabricated by IBM, 2.5 years ago, and Intel is on the path of mass manufacturing its 2nm chips next year (2024), and its 1.8nm will be a year after that, (2025), TSMC 2nm production will be 2026-2027.

[@Freshie55]

Yes, but people think manufacturing these chips are so easy. If they read up on history they would know that many countries have tried to become fab centers of the world but have failed to succeed.

[@turtledovechen176]

@@Freshie55exactly, I live in Taiwan, and our whole country is built on making chips and electronic, all of the biggest companies are chip or electronic maker, the best students go study electrical engineering, if you could get in to TSMC or company like that you will be the pride of your family and be set for life TSMC is a household name and we often jokingly call it "護國神山" meaning "the godly mountain that protect us" So if US want to get back in to the chip and electronic business, they will probably need more than just money And TSMC(and most Taiwanese tech companies) have very unhealthy working environment, they pay very high wages and bonus to keep you work hours as long as possible, we have a saying "十萬青年十萬肝，GG輪班救台灣" , basically mean " 100 thousands young people is 100 thousands fresh bodys, let's keep staying on shift to save Taiwan".And it is not uncommon seeing news about tech companies have people work to the death. I don't think this is a working culture that could work in the US

[@Rhetoricalact]

It's all political plays. US should just build fabs for its military uses. For commercial usage, just hand it to Taiwan. Much cheaper and practical solution.

[@kennethadler7380]

The US and Europe should have started reindustriasing their semiconductor industry a long time ago

[@benjaminabdullah3289]

Manufacturing is hard work, Americans and Europeans don’t want to work hard anymore, they prefer working as a lawyer and on the wall street where you can get instant money selling lies.

[@menix6842]

And now its to late…

[@Steven-vo4ee]

The high-end semiconductor industry is pretty much entirely reliant on the European firm ASML, their lithography machines are required by TSMC for their 7nm process.

[@adon8672]

​@@Steven-vo4eebut ASML is heavily reliant on American core technologies. That's why the US can order them not to supply EUV machines to China even though this is not good for ASML in the long run. Imagine the Dutch or any European government ordering an American company around.

[@Steven-vo4ee]

@@adon8672 The EU does “order around” US companies, Microsoft (browser bundling) and Apple (lightning connector to USB-C) immediately spring to mind.

[@arunkottolli]

Wonder what happens if China insists that Intel make their chips in China if Intel wants to sell to China. Will Intel will set up Fabs in China?

[@RappingManualYT]

Probably not, as they are the recipient of major grant money from the US government. If they set up a fab in China, that would not only make them look as a traitor to the US government, but also - to the people of the US, as most know by now that chips is as much geopolitical and national security, as it is about capitalism. China actually is very likely to make such an ultimatum, if they have secured a comparable quality chip, made in China. They know Intel can't accept, so they have a great reason to shoo them off and clear the way for a chinese chip maker. That's why Intel, is going to have such a challenging era ahead. I'm super glad the current CEO is at the helm, he is a hardcore engineer, learnt how to lead from Andrew Grove, who is one of the GOATS, but they do depend on China quite a bit and that's a touchy subject for all concerned..

[@mugen1077]

Either they comply like Tesla did or they lose out on that market. And we both know money talks so any talks of decoupling is moot.

[@andyyang5234]

Leaving China can hurt, but companies do take the hit and leave. Google comes to mind.

[@yasufadhili]

Good point

[@aoiaoi629]

​@@andyyang5234 Google lost the battle with Baidu and fleed as a loser. Lol

[@eddu4361]

The future of making smaller and smaller chips is not determined by TSMC or Intel but by a Dutch company called ASML, they determine how small the chips are delivered by de foundries. It all starts at the wafers and the machines of ASML determine the amount of nanometers.

[@jeffstrehlow2623]

You mean wafer fab machines and China has started developing their own.

[@c123bthunderpig]

ASML no more leading, China Kicked them out, couldn't have happened to a more arrogant company.

[@yellowChupacabra]

EUV does allow for smaller chips but if it is to be adpoted and supported by industry, they need the big players like TSMC to make use of it. There are still technical hurdles to overcome for EUV to be widespread and older nodes are actually very reliable

[@jeffstrehlow2623]

@@yellowChupacabra When they minaturize the circuitry more, it does more than allow for smaller chip sizes. It allows for higher possible clock speeds and/or lower power consumption. So you get an improvement in performance. That has historically been one of the main factors driving improved microprocessor speeds and lower power consumption over time.

[@yellowChupacabra]

@@jeffstrehlow2623 the main driver has been to push the speed of the chips themselves. Recently however it seems that that trend is now shifting: Speed alone is not the only deciding factor, and existing chips are already plenty fast (in most cases anyway). What matters today is the manufacturing process, including things like failure rates and they types of features supported. Also things like chiplets and SoC means that older nodes still have value

[@ckwong1533]

The person behind 7nm chip in China is the previous R&D director from TSMC. How are u going to sanction on talent?

[@jennychuang808]

But the cost for China’s 7 nm is extremely costly Time will tell

[@naijojosan]

@@jennychuang808 then wait and see, expert😁😁

[@JasonWilliams-lt2ql]

Asml won’t sell to china, they’ll have a long time to catch up

[@JesusMary_I_Loveyousavesouls]

​@@JasonWilliams-lt2qlthat's what I thought but learnt the other day that they are selling to China and getting away with it since it only applies to the machines that don't have parts made in USA. How true it is I don't know but there is a video by an American guy named Kevin who breaks it down showing the market share of ASML and China has about 49% and US at 6% he was saying the company's say what the government's want to hear but end up doing what's good for their books. He also showed in another video how China has already managed to make 5nm chips using duv machines instead of Eduv that have been banned and have already submitted patents for 3nm chips. Initially they will be costly but in 3-5 years Chinese will have figured out how to make them cost effectively. Believe you me the determination of the Chinese is unmatched by US by far In the

[@johnyan836]

US chip making cost is about 30~50% higher than Japan, Korea and Taiwan. US government cannot compensate the vast gap.

[@qilliq_1630]

This episode looks like a poem dedicated to Kings/Queens. No critical thinking only ura ura ura. “Chips and science act” was touted by a woman as being a crown jewel 💎 of the Biden Administration. Come on you chorus singers 😅

[@Thephilpw99]

Hey, the viewers are the ones who need to do the critical thinking. This video cannot do the thinking for you.

[@qilliq_1630]

@@Thephilpw99 Please read twice what you wrote.

[@Raydensheraj]

It is a positive, BIPARTISAN bill. Sorry your Conald Trump guy couldn't come up with anything better than tax cuts for the 1% - smashing consumer protection and giving payday loan companies full fledged power to charge outrageous late fees... The only great Trump bill was Project Light speed. Else than that....worst President in y lifetime in everything.

[@guojunma9802]

Funded by the Biden administration 🤣😂. Social credit score +10000

[@NicholeLloyd-fg7rb]

Спасибо за мотивацию и поддержку, продолжаю учиться у тебя.

[@yhh8427]

TSMC is facing difficulty in Building factory and finding competent suitable engineers in U.S. Intel was already OUT.

[@NoeliaEllenwood]

Good job, keep up the good work.

[@vlhc4642]

America's problem is their politicians and journalists are too lazy to do basic homework on how the industry works, case in point: - Up to a month ago American officials thought chip packaging is the cardboard box its shipped in. - Nobody seem to notice TSMC Arizona's capacity is less than 4% of their overall capacity, making it useless if the plan is to de-risk against Chinese sanctions. - They still don't understand electronic devices needs more than just the CPU, majority of chips in any device are mature nodes and the device won't work if you miss a single one. - It seems nobody in industry bothered telling American officials the few US made chips will all need to be sent to China to turn into useful devices. - They can't seem to wrap their minds around the idea that technology is created, not a finite physical asset to be supplied or obtained, and China's development of 7nm, 5nm, 3nm chips along with DUV and EUV is inevitable regardless what America does. - Finally they seem content with the fact that the US itself lack the knowhow to build

[@Andrew-rc3vh]

As for their high paying jobs. Well TSMC are very unhappy with Americans and say they are lazy workers. Production costs in the US are 10x Taiwan. TSMC have been badly burnt.

[@vlhc4642]

@@Andrew-rc3vh TSMC has no interest in building Arizona, Americans are making it no secret that the whole point of Arizona is so they won't need Taiwan, even openly talking about blowing up TSMC Taiwan after Arizona is done. They're forcing TSMC to dig their own grave, of course TSMC isn't eager.

[@themiddlekingdom9121]

@@Andrew-rc3vh You need put your comment on the top, or put exact comment here on separate one, by itself.

[@kevinj2261]

From TSMC point of view, it sound stupid to make AZ project success, if the project succeeded the TSMS leverage to US will be lost

[@themiddlekingdom9121]

@vlhc4642, the American politicians and journalists know nothing about technologies....all they want to bash other countries success, in this current situation, it is China. Don't they ever know that China has more than 1.4 billion people ? There are no shortage of talented people, it is matter of time, the Chinese will catch up what the Western world had created, they will create their own and even better than the Western World.

[@Baigle1]

We all want to avoid paying more for electronics, but at the same time don't want our devices to be implanted and backdoored by our competitors, even though we do it to our supply chain and theirs as well, in the form of key-like register, core and debug instruction backdoor functions and intra-processors.

[@chaudhrymujeebali7565]

Its good that many others manufactures come to market to drop prices….

[@Badfield]

It sounds good to bring back production and technology to the USA, but ...... with these gigantic investments you need to think about selling all these chips ....... to China, like TSMC does? The whole Chips Act is only to satisfy the idea to be independant, an have the US superiority in the future for chip technology. The machines that makes the most advanced chips come from ASML, the Netherlands. They have a monopoly position for chipmaking in the low nanometer range and all chipmakers depend on them.

[@cwbh10]

Glad they touch on education and emigration. We need to attract these smart individuals and let them live their lives here without threat of deportation. This is the American way

[@ckwong1533]

Racist policy in US like those from Donald has been driving talents away

[@maxjing61]

what a fan boy

[@sebastianshu-t5b]

america prints dolars and buy everything hahahahah

[@ChnesRep中華民國OfTaiwan]

It's not these people being deported. These people don't have h1b vida to stay.

[@darthvadeth6290]

The American way is to to destabilize their home country with wars, sanctions, or CIA operations to make it unlivable first, before offering them and their family a "better future" in America. It's the good old Imperialism way America learned from it's predecessor British Empire.

[@freon500]

If you want to have the best cybertechnology manufacturing base in the world then start creating the worlds best educational system..

[@camiloguzman1801]

The CHIPS act is just too little money and a little too late and very misalocated money, even the new US industrial policies are just too short to compete on Global Scale, TBH much more money and funding directed towards productive goals is needed as the same level of subsidized quality education and easy emigration to attract quality talent just to catch up with China.

[@bpeng2000]

The video said that China has been spending a CHIPS-act amount of money every year, but emphasized on "fruitlessness". The fact is that all such big investments will be abused to some extent, just like what happened to China's investments on green technologies and EVs, but we have seen the impact of those investments now.

[@TheZero696]

😢😢😢😢😢😢😢😮😢😮😢😮

[@ShopperPlug]

1:22 - At least all of the BEST chips are all invented and designed in US but manufactured outside of US to stay in flow with competition. So it's not that bad.

[@supa3ek]

lol myth

[@devondevon4366]

The number of highly cited scientific papers (Japan Education Ministry) 2008 to 2010 US (36,910) vs. China (9,011), but after 10 years 2018 to 2010 US ( 36,680) vs China (46,350) While China increased more than 5 times, the US remained the same.

[@rurikball1504]

This is not a good indicator of actual scientific progress. Its more of citation farming combined with blatant data forgery and data manipulation then actual hard proof science we are used to in the West. It really does not matter the amount of citations or the number of published scientific journals, but more important is what actually gets manufactured and innovated because of them and thankfully, despite China's absolutely horrific Intellectual property theft and other disingenuous actions, not much is getting innovated in China.

[@chriswong9158]

Noted one number not mention: China 1,500,000,000 Billions vs USA 325,000,000 millions...

[@TXT-im7dn]

​@@chriswong9158 I don't think it's Exaggeration if i say at least half of us research papers comes from people who immigrat to usa

[@stevebeimler2579]

To create a strong and dependable Congressional voting block to secure legislation like The Chip Act, it is important that the Feds make sure that EVERY State in the Union have a stake in the manufacturing of semiconductors and QUANTUM tech supremacy and access to the ENERGY supplies needed to run it all!

[@charlessmyth]

The problem is that the US economy is based on "printing money" instead of producing the things to exchange for money. To assist with that proposition, Corporations have to off-shore assets off the books, so that the capital markets can deal with stocks that have as high a capital-asset ratio as possible, so that each Corporation is comparable to a black box into which capital is assigned, and more than was put in, comes out the other end.

[@ChnesRep中華民國OfTaiwan]

It's fine. Treat semiconductor as oil and Taiwan as another Saudi Arabia. Tie semiconductor to dollar is doable.

[@visvamkandadaisrinivasan5190]

Someone has to provide money and commodity based isn't a good thing. And the U.S. economy is based off way more than printing money.

[@GoGoPooerRangers]

The assertion that the U.S. economy is solely built on "printing money" and offshoring assets to manipulate capital markets oversimplifies a complex economic landscape. While the Federal Reserve has employed expansionary monetary policies to support economic growth, the U.S. economy is far from a one-dimensional entity. It boasts a diversified economy that encompasses manufacturing, services, technology, agriculture, and more. While offshoring is a strategy employed by corporations to optimize operations, attributing it solely to manipulating capital-asset ratios ignores the multifaceted reasons behind such decisions, which can include market access and supply chain efficiency. The stock market plays a significant role, but it doesn't encapsulate the entirety of economic activity. In reality, the U.S. economy's dynamism arises from a combination of factors, making it a far more intricate and multifarious system than the simplistic portrayal presented in your statement.

[@visvamkandadaisrinivasan5190]

@@GoGoPooerRangers Couldn't have said it better myself.

[@Ratinevo]

Yes.

[@AbuSous2000PR]

we should welcome competition with China...Americans love Chinies people and we have proved that in the past 40 to 50 yrs. On the other hand.... make no mistake about it...if China is allowed to bully its neighbors...and we stand by...this will profoundly impact America. Remember that 2/3 of the world's growth is locked in south and South east Asia.

[@obsidianstatue]

You can tell this documentary was made before Huawei's 7nm chip breakthrough. 7nm node's significance is way beyond mobile phones, because it's the sweet spot node for AI chips. Huawei's Ascend AI chips will power China's AI industry The 5G RF chipsets made by Huawei also meant they are now completely independent of the US in their core sector of communication infrastructure.

[@MithunOnTheNet]

Okay wumao 🐀

[@pengzhang5081]

@@MithunOnTheNet^_^没脑子 😅❤ 老鼠🐭 蟑螂🪳💩

[@err_go]

Highly delu- social credit boosting comment.

[@MD97531]

As long as you believe in your own propaganda, I’m sure there is cause for celebration. Monday 25th sept at the Huawei product launch: no mention of the Mate 60 pro. Why is Huawei and the govmt so tight lipped about the supposed resounding success of Chinese engineering? Because it relies on help from Taiwan to circumvent the US export controls. This will end soon. So for now because it can’t be manufactured in great qty due to this reliance, you have to travel to Nanjing to get this at the original price, you have to pay in cash and activate it on the spot. It’s more an act of defiance and publicity stunt than a major breakthrough and definitely not tech independence.

[@lagrangewei]

@@MithunOnTheNet does being racist help make you look smart?

[@AnthatiKhasim-i1e]

The future of work is definitely going to be fascinating as AI becomes more integrated into our daily operations!

[@mastershredder2002]

Technological supremacy does not come from chips, themselves. It comes from fostering a culture of innovation and policies that are startup friendly. Something the US has been doing very poorly at in recent years.

[@jallen1227]

U.S. is very startup friendly just not for high-cost manufacturing such as semiconductor.

[@afroabroad]

The us is great at developing new tech. Then outsourcing production to developing Asia.

[@jallen1227]

@@afroabroad True due to cost, environmental regulations and labor. Given the posture with China, the chips tech will retain in Taiwan, S. Korea and lower teer technology plus packaging going to Malaysia, Vietnam, etc.

[@VadimAlekseev-z4q]

I would like to hear a trading session with you, I am impressed by your signature to do teading and more your peace of mind. I hope you can and thank you whenever you upload videos I see them

[@jarednovel]

At this point it is impossible to stop the Chinese dominance in high tech products including the most high tech chips ever made....The worst part is that everything the Chinese are making is very affordable compared to what is produced in Europe or America. This will mean Chinese global tech market domination including markets in poor developing nations of Africa

[@MD97531]

Complete and utter fiction. The US is streets ahead and will remain so. China is failing as we can see in real time

[@err_go]

Thanks, wumao bot

[@lagrangewei]

@@err_go does being racist make you sound smart?

[@UnworthySubject]

​@@lagrangewei That's the problem, some are so filled with hate they are blinded. It consumes us when we can't see past our ignorance and are secluded in our own bubbles.

[@yasufadhili]

Something the US tends to forget is that Africa could one-day be a great market for these products

[@atky7032]

The title should be: The race to maintain semiconductor supremacy.

[@MannyEspinola-q4t]

Thank you for this video

[@whiteknuckles]

These experts avoided mentioning Huawei's breakthrough in manufacturing 7nm chips. Interesting. Since the introduction of the Huawei Mate60 pro, the market value of ASML went down, Qualcomm went down, the US chip industries cut staff. I wonder why.

[@cuttingedgetechsongsmovies9662]

Fake news.

[@tijldeclerck7772]

I haven't heard about the Mate Pro in weeks now. It just seems they made some with leftover chips as a propaganda stunt.

[@枫樹]

@@tijldeclerck7772 relook your sources of information. It's in the news everywhere in Chinese. My bet, you didn't know Huawei announced 8 new products from matepad, watch, TV,.....

[@whiteknuckles]

@@tijldeclerck7772 Not my problem if you are not up-to-date.

[@donkeychan491]

@@cuttingedgetechsongsmovies9662 CNBC reported that the Huawei Mate60 could take 10 million units of sales off Apple.

[@FernanPer94]

The accomplishment of China in developing 7nm semiconductors, especially vital for mobile phones, is truly remarkable. It reflects their dedication towards achieving greater self-reliance. I have hope that the USA will similarly strive for independence from Asian nations such as Taiwan and South Korea.

[@MarktYertd]

true

[@abdiganiaden]

Produce at scale then we’ll talk, apple dominates in china more than huawei now too

[@jayzhang7527]

The suppression by the US could be a motivation for Chinese scientists and engineers.

[@Steven-vo4ee]

China’s production of 7nm semiconductors sounds impressive on the face of it, however their process is flawed and incredibly wasteful. Its main purpose is headlines rather than production.

[@Steven-vo4ee]

@@abdiganiadenApple is in trouble in China, their products are now AFAIK prohibited for use by those who work at any level of Chinese government.

[@ceesjanmol]

I don't think that ASML was mentioned once. But without their litho machines not much would happen. So is this a lack of understanding is the actual production chain? Or does it but serve the strategic interest of a program like this? Or is it sheer nationalism, assuming that the world only knows USA interests and companies directly serving those?

[@genuinennessbefitting4734]

Due to the failure of the United States to suppress Taiwan's technology in 2002, EUV was successfully developed in Taiwan, and the era of artificial intelligence began. In 2022, two Japanese companies, Nikon and Canon, will monopolize the global lithography equipment market. At that time, ASML was still a small company surviving on orders from TSMC. Intel established the EUV LCC Alliance to develop lithography machines using American dry methods and adopt American lithography machine technology. Major manufacturers such as Motorola, AMD and IBM were allowed to join the alliance, but TSMC was excluded from the EUV LCC alliance. Subsequently, TSMC cooperated with ASML and used the immersion lithography technology developed by TSMC to conduct research and development at F12B, the TSMC R&D headquarters located in Hsinchu Science Park, Taiwan. At that time, there were two EUV R&D units in the world, but the Intel EUV LCC alliance failed. TSMC spent 1 million wafers in testing at the F12b wafer fab, and finally successfully created EUV to produce advanced chips. The United States has not invested a dime in the research and development of modern EUV, and not a single American engineer is involved in research and development. Immersion lithography technology is TSMC’s technology. If the United States did not have Taiwanese technology and Nvidia was founded by Taiwanese, could the United States still become a world hegemon?

[@sanjaymaddy3613]

Bang on! Not many ppl know about ASML!

[@hammerscharlie1935]

This videos is just a propaganda for beginner investors lol

[@mem1001953]

I think China will replace the current asml machines. Equally good at less than half price or much less in the coming 3 to 5 years.

[@serengreen552]

I would like to hear a trading session with you, I am impressed by your signature to do teading and more your peace of mind. I hope you can and thank you whenever you upload videos I see them🎩

[@MegaStoneTV]

America just doesn’t have the human capital for these projects but also not the attitude to fix it

[@sneakymove]

Because Americans are bz creating more obstacles to rivals

[@Thephilpw99]

A consequence of calling good students as "nerds".

[@ragingdemon9868]

not just that i think. it's an overemphasis on profits (capitalism) / stock prices. leaders within many technological engineering company often has little to no technical understanding of the actual manufacturing process.

[@Fgquartzglass]

We manufacture everything from basic glassware to advanced quartz equipment, serving industries such as semiconductor, fiber optics, optics, chemicals, medical, solar, water disinfection and lighting. We also supply universities and development laboratories.

[@Boitu_Matu]

China must do what they think is right, as it is clear that the USA is doing exactly that.

[@gliang9406]

I don't think US is doing the right thing. Without breaking the Wall Streat, US can never get the technology back. Let's wait and see whether US or the capitalism would win in the end.

[@andyyang5234]

There is never a "right" thing to do. It's just acting according to their interests, and ensure that interests between friends align.

[@yasufadhili]

True

[@jallen1227]

Do you mean forced transfer of technology ?

[@safdaralli2567]

​@@andyyang5234Your statement is quite honorable..if it can be realized...however..in today's world...rarely will self interest and friend's interest ever align..if ever...one is always trying to be just a little better than the other..no one is content with being equals...

[@chriswong9158]

Like the man born from Genoa, Italy offer his knowledge, skill to his birth place, but was rejected, half the world speak Spanish now instead of Italian. He was Christopher Columbus. China is not looking back on USA, but forward worldwide.

[@blackmapleenterprise]

The manufacturing cost is too high to produce in US

[@jonnysegway7866]

Labour laws and western attutudes to work will mean it won't compete with TSMC

[@greenshadowooo]

A useful sharing , thanks!

[@klmn2000]

That China has invested $47bn in semiconductor advances and have little to show for it is of no surprise to me. Their modus operandi over the past decades has been IP theft and mimicry. Even the thousands of China-born scientists/engineers working in the field in foreign universities and institutions look more impressive on paper than in reality - i.e. they are not very good engineers or scientists. They are conformists and rarely come up with game changing ideas. Yes, Taiwan has a lot of 'shop floor' knowledge - a better term would be 'practical semiconductor fab experience' - however it is still only making chips and the US & Europe can absolutely re-acquire this latent knowledge and 'catch up' to something they purposefully decided to de-invest from in the 80s and 90s (as strategic decisions were placed in the hands of private stakeholders and shareholders seeking to maximise EPS by outsourcing production of chips to low-cost centres in East Asia like SK, S'pore, Taiwan, M'sia et al.). Also, the FT predictably mentioned AI in this piece, but completely forgot about the more important revolution around the corner - quantum computing. Somehow the journalists at the FT don't seem to have been informed that the leading quantum computing platforms vying for leadership are made using semiconductor chips. And, furthermore, the leaders are in the US, Europe and not in east Asia, despite the propaganda pieces coming out of the media about China's quantum advances - it's a red herring. The next big thing is quantum computing and smart investors are pacing their bets in the US and Europe!

[@evrythingis1]

The CCP trolls are trying to make the whole world forget that China has never invented or accomplished anything without the west holding their hand like a child through the process. They are wholly incompetent because of the constant fear and lying that authoritarianism has forced them into culturally.

[@ZakiHaider-y9o]

stealing technology 1 You can't steal a technology any more than you can download a car 2 Copying/pirating a technology is a manifestly good thing for a developing country to do if they want to get ahead quickly, A reverse engineer it and then improve upon it It might anger some of the richest companies and governments in the world but, J well, that's not China's problem

[@ZakiHaider-y9o]

And u have proof of that ? Show proof.. waiting

[@McCov1]

From Potato Chips to Silicone Chips. Very nice 😊

[@MH-qr3ks]

What America?! You just gonna ditch your long term Taiwanese friend (who never betrayed you) or throw Taiwan under the bus this time? Don't forget America plays a HUGE part in the history for what happened to Taiwan, you really think you can just ditch your friend/allies like this? Hum, leader of the free world??

[@JigilJigil]

No one is going to ditch Taiwan, for US, Taiwan issue is far beyond their chip industry, if China invades Taiwan, the one that's going to be ditched is China, the outcome would be obvious, US will get involved directly into the war or they will end their economical ties with China that would end China as we know it today.

[@Mia3HD]

😂😂😂

[@Freshie55]

Taiwan isn't going anywhere. No need to freak out.

[@directxxxx71]

Being a friend of US, what do you expect 😂😂😂

[@lagrangewei]

"friend"? US does not even recognise Taiwan for the past 50 years. US "betrayed" Taiwan the moment US ended the defence treaty with Taiwan 50 years ago and kicked the Taiwan ambassador out of US. Taiwan is not a US ally, the Taiwan relations act is call an "act" because it is not a treaty, the act does not claim US will defend Taiwan, but that Taiwan should be able to "defend itself". is South Vietnam not a US ally? is Afghanistan not a US ally? the correct answer to all 3 is "WAS", the "WERE" US allies but they are not allies today. furthermore, US is ally to ROC because the Chinese PEOPLE help US fight the Japanese in WWII. however ROC has already surrendered to and merge with PRC when Nanjing fall and the acting president Li Zhongren surrendered, the chinese PEOPLE who fought with the american are really the ones US should remember and honor as friends. Chiang was not the legal president of ROC, he was already kick out of office for corruption, he only claim to be president a month after the surrender has happened so whatever his regime in Taiwan is, it is not actually the same ROC, it is in fact the 3rd government to claim to be ROC after the original Beijing government, then the KMT Nanjing government, and finally Chiang's military government in Taiwan. is the "white terror" of Taiwan really something the "leader of the free world" should associate itself with? you don't know the history of Taiwan. the last thing Taiwan want to associate itself with is the very government US "allied" with.

[@arkadiyegorov9692]

thank you for these wonderful trading lessons

[@filippeinik2065]

7nm chips are also being produced in China. I guess you just forgot to tell that

[@mikeparker2486]

*key word "forgot" 🤭*

[@pokjat473]

FAKE

[@strigoiu13]

with less than 50% accuracy rate,maybe true.

[@azhuransmx126]

Ai approves all this electronics race👌

[@parklilys3108]

Eventually America will shoot itself on foot by restricting advanced chip technologies to China. The recent launch of 5G smart phones with 7nm microchips by Huawei is a case in point. No matter how difficult to manufacturing advanced chips, as long as the chips are made based on physical and chemical principles, China will make them just give it a little bit of time.

[@alalfred3474]

Without access to advanced manufacturing equipment and knowledge, China can only improve so far. Using your Huawei’s Mate60 Pro as an example, its CPU is not as good as the one it had several years ago. So, Huawei is behind by 3 or more years. The gap will continue to widen. Apple’s iPhone 15 is equipped with 3 nm CPU TSMC’s latest product. It will take another 5 to 7 years or longer for China to get there. By that time, TSMC will be making 1 nm chips. In the meantime, China will spend enormous amounts of money and resources to catch up. US is trying very hard to make it very difficult for China to catch up. By spending a disproportional national resources to catch up, China is wasting money thru inefficiency and corruptions. Is it worth it? One would wonder what could have happened if China did not challenge US’s position globally.

[@parklilys3108]

Let's see in 5-10 years.

[@niuliu6504]

@@alalfred3474 The Chip industry in China is progressing much faster than you can imagine. They are trying to build a Lithography factory using a gigantic particle accelerator, called SSMB.

[@alalfred3474]

@@niuliu6504 You are correct, for mature chip production for most applications, China is doing great. For advanced chip production, it is and will continue to struggle due to US restrictions. The alternate technology you mentioned requires enormous setup for commercial applications. As I mentioned earlier, US is probably happy that China is spending money and time to develop alternatives while ASML will progress on a faster pace.

[@hughmungus2760]

@@alalfred3474 Moores law is already effectively dead, the next generation of semiconductors will cost another order of magnitude more to develop while china, with a second movers advantage is hot on the US' heels. What the US cannot get around is physics. There is a finite size you can make a semiconductor before it just stops working because there aren't enough atoms to form a connection, and thats expected to be reached by 2035 at latest. What then? China is already neck and neck with the US in other fields like quantum, photonic and graphene computing which will be what comes after silicon semiconductors.

[@PahatRout]

I have revisited this program since then, so had China failed to progress from their investments? What progress had the factories in Arizona made thus far?

[@akka2011hk]

The info is outdated. China had already reduced chips import by 35% and SMIC had just completed the development of it's N+3 process equivalent to 5nm (it's just 2-3 yrs behind SMIC) and China will have a domestic made EUV in 2-3 yrs time. China is on a par with the West on chip design and lead in packaging. It's catching up in warp speed in manufacturing.

[@pamtam1]

Are you sure? Because the 2-3 years lag which you yourself mention is a huge gap of time in leading technological scale in chip manufacturing. There is no alternative data that confirms that China is fulfilling internal demand of 5-7nm by in-house design and manufacturing processes let alone exporting it in any shape or form. But I will be curious to see such data.

[@Thephilpw99]

@@pamtam1 The development of high-end chip manufacturing is slowing down as the processes reaching its limit. The latest 3nm Apple A17 chips, for example, doesn't offer much improvement over its 5nm predecessor, A16. So even TSMC figures out how to make 1nm chips, 1. The wafers are too expensive 2. the performance gain is low. 3. This is the limit of its technology. At the same time, China is catching up in this field. We are already certain that they can make 7nm chips at a high quantity, and we are not even sure it is SMIC who produces them. Given a couple of years, they can advance to 5nm or even 3nm. By that time the US will not have any advantage at this field.

[@bobpritham2660]

How can china have 3nm when it can't get latest asml machines?

[@Thephilpw99]

@@bobpritham2660 Because ASML is not the only way to produce EUV, just like Lockheed Martin is not the only one who knows how to build stealth planes.

[@akka2011hk]

China is making it's own EUV machines. It already got an engieering prototype build using LPP and an EUV factory using SSMB (I suggest U google Steady State Micro Bunching) @@bobpritham2660

[@ПротасийПанов]

The Best KZbin channel

[@christurner2473]

Wolf speed plant in Siler city NC will be up and running in 2-5 years. I'm working there now

[@Kaseyyy_YT]

Tell me more..I’m also in NC

[@Matrix1Gamer]

The United States needs Fab Labs. If the United States wants to dominate the world in technology, the country needs to manufacture it's own chipsTo maintain global technological leadership, the United States should invest in establishing and expanding Fab Labs. These fabrication laboratories can play a crucial role in developing domestic chip manufacturing capabilities, fostering innovation, and reducing reliance on foreign supply chains.

[@KatheleenDelavergne]

Your videos have been a game-changer for me. Thank you for sharing your knowledge and expertise with us!👝

[@robwilton9539]

China has already embarked on its quest to be at the cutting edge of chip technology. The good news is that China is taking the know-how out of Taiwan rather than going into Taiwan to capture it. Granted, this is a little bit too difficult for politicians to understand as it is longer than a five year process.

[@WalterSamuels]

Fair game to them then. Lives lost is not the answer. Whoever strategizes more effectively without violence deserves to take power. The West needs to get with the times, we have a huge cultural problem. Our people are more self-absorbed, distracted and lazy than ever before. Vapid consumerism reins supreme. We glorify all of the wrong things. I don't see how the west wins this one, given how our society is currently working.

[@robwilton9539]

I agree with you. I also think that, in the west, the younger generation's general career path is one of not working at all. Society may now be dumbed down to the point where people with degrees do not have basic language skills and are unable to do mental arithmetic but the youth of today do realise that working for a living is a futile pursuit. Work, for the masses, will never get them a mortgage for a home where they can build a normal family life so why bother? @@WalterSamuels

[@SoulRocketMan]

Every country is a gangster untill China enters any technological field/area and overcomes the sanctions imposed by USA and its puppet countries. China has proven time and time again the old saying “necessity is the mother of all inventions”, from chip technology to space and modern warfare China is on its way to be a self sufficient country. I am an Indian but I respect and admire Chinese advancement and growth in every field of today’s modern world

[@BrandonMcCurry999]

2:19 Why aren't we (I'm from the U.S.) constructing essential components for our own tech when we have the capability?

[@qianxu8368]

The team who made this video clearly has no idea what is going on in China and now is welcomed by the launch of fully made-in-China Huawei advanced chips.

[@ShopperPlug]

It will take 50 years to be any level of comparison to US grade chips. Unless they copied everything. Many of the advanced chip making requires heavy knowledge in physics and optics because all chips are made thanks to a Dutch made litho machine. The only way china is able to make the new

[@benthekeeshond545]

@@ShopperPlug No US company can mass manufacture 7 nm chips. A Chinese company recently is mass producing 7 nm chips. I don't know where you get that 50-year time frame. If copying is so simple as you said, why are so few companies accomplishing the same thing? Please don't tell me that all companies in the world are honest.

[@hughmungus2760]

@@ShopperPlug china is already capable of making DUVi lithography machines equal to the dutch. they're only a few years out from making EUV. Also. when you've been blocked from buying what you need. Patents and copyright are forfiet. china will steal and copy all it needs to satisfy its own domestic market and theres nothing anyone can do about that.

[@andoverite]

Financial Times is a British newspaper that is in lock-step with the policies coming out of Washington DC. America all i8s good; for China, all is bad!

[@superkd7030]

@ShopperPlug You talk like the US invented chips, if you want to talk about copying everything you don't need to leave the US. Chips, cars, cinema, you name it anything that's 'American' and you'll know it was stolen. 😂😂😂 So the nerve to criticize China, when the OG plagiarist what YOU.

[@alexd5128]

Great video! The only comment I'd like to add for it and ALL other videos on the subject are that the word "manufacturing" does NOT convey the technology involved to "manufacture" a chip. 99.99% of the audience still think chip design is more challenging than "manufacturing" when in fact the latter demands even more R&D! This is not like making clothes but construction at the ATOMIC level. Thus, my recommendation is to at least use terminology like "manufacturing TECHNOLOGY" or "manufacturing R&D" when it comes to building a chip.

[@sanjeevpaul2727]

pretty muddled presentation -no context, random sound bytes, hyperbole mixed with facts, back & forth commentary. Confused between promoting US R & D and the current state of manufacturing!

[@arkuis]

I disagree. I found it cogent well sourced and engaging.

[@purple-lu2pj]

Did we watch the same video?

[@Puntonghua]

Welcome to FT 😂

[@trevorwilliams948]

Would love to see your documentary

[@chriswong9158]

“If you know the enemy and know yourself, you need not fear the result of a hundred battles. If you know yourself but not the enemy, for every victory gained you will also suffer a defeat. If you know neither the enemy nor yourself, you will succumb in every battle.”― Sun Tzu, The Art of War China PRC know and understand USA, does US understand the other?

[@k.k.c8670]

All the old timers are suddenly experts in semicon and its ecosystems. 😂

[@Gurci28]

Quantum supremacy means that the limits of classical computation have been surpassed. 1:23

[@Gurci28]

So there is something faster than the speed of light after all: quantum information. [The Open University] 3:21

[@klas425]

wow, that was really well made

[@wongchanthong]

Thank you Lena for making a difficult complicated financial situation so simple and clear👍👍👍

[@amahoro6064]

IF your economy is dependent on printing money and exporting it, out then you will get into headwinds when you bring production of international products back home. Expect inflation in America once all dollars outside of US start coming back home.

[@dchuang8447]

I thought the Americans support Taiwan because they support democracy and self determination, which is very very noble. Then why would they be worried if the Taiwanese elect a pro-China leader, through a democratic process, and the island decides to deal with China peacefully?? Shouldn’t that make the Americans very happy? Hmm I’m so confused.

[@AZ-zk6fr]

The fact is that every president we elect is liked by the United States (including Ma Ying-jeou, when the United States also hinted that Taiwanese should choose Ma Ying-jeou) The attitude of the United States plays a very important role in Taiwan’s elections.

[@madsam0320]

America is saying they are targeting China, but aiming at their own allies, Taiwan and South Korea.

[@hoshbenben1152]

It seems that Chris Miller has been sleeping for the past five years!

[@thunderdemonlover]

Thanks ❤

[@mysticalwind4632]

The question that everyone should be asking is why does the US think that it has the high moral ground and the audacity to say which countries should be able to improve their societies and their economies for the betterment of the people in those countries. If history is of any guide, it simply doesn't and it shouldn't.

[@strigoiu13]

yeah why is china in tibet, then? :))

[@evrythingis1]

If you have ever been to America and China you know that the US literally does have the moral high ground against them. Chinese culture has been so ruined by authoritarianism that only lies and fear propagate among the people. They have become incapable of anything other than lying cheating and stealing because of their oppression by the CCP.

[@jeffstrehlow2623]

Great post.

[@bpeng2000]

@@strigoiu13 China was in Tibet long before the USA was founded...

[@htaukkyanmyo4437]

The war in Ukraine doesn't need 7 nm, 5 nm, 3 nm or 1 nm or even 14 nm chips. Eventually, appliances and EVs in China will be fitted with NearLink sub-chips in place of bluetooth and Wifi and Hongmeng OS. I could envision the day, when a hydrodam is erected in Africa, all electronics will be HiSilicon and Hongmeng.

[@petsRawesome1]

If the US today would start to invest in the types of engineering education that are needed, they might be able to compete by 2045.

[@mack-uv6gn]

Agreed but we are too busy fighting each other 🤦🏻‍♂️

[@JigilJigil]

you Chinese wumaos are the best.

[@truthaboveall7988]

😂😂😂we need decades to catch up to China

[@MD97531]

The US is comfortably ahead and just trying to make sure it remains ahead for the foreseeable future.

[@李航-w4h]

Science and engineering are very hard work, and there are too few native Americans who are willing to earn hard money.

[@PG-jv5nw]

How will the US make people work in factories ? Immigrate people from Latin America or Mexico. You have to see its effect on cultural aspects also. I think India can be the best buddy to help him out.

[@MrSagowoon]

TSMC has already run into problems with the local workers in Arizona. Don't hold your breadth for it's success.😅

[@GoGoPooerRangers]

They don't necessarily determine the ultimate success or failure of the project. Companies like TSMC typically adapt and work through initial issues to establish a productive and harmonious operation. The long-term success of TSMC's Arizona facility will depend on its ability to navigate these challenges effectively and contribute to the local economy and semiconductor industry. It's the US, they have the money and the means to secure the talent, it also helps that it isn't a repressive country like China. oof @ ur subscriptions lol

[@stephenh3293]

Understanding foresight is a skill and fixes future problems. Why you could not see this about your job market, you let go the jobs to easy and to get them back is much harder

[@naga2015kk]

if we are serious about de-risk then there are SO MANY BOTTLENECKS, like Qualcomm being the control of the these new chips, like Japanese moulding compounds, ASML. How do we de-risk one BUT not the other?