USA vs China: The Microchip War

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Johnny Harris

Johnny Harris

Күн бұрын

Пікірлер: 8 000
@johnnyharris
@johnnyharris Жыл бұрын
Thanks so much for watching! Be sure to visit bit.ly/Scaler_JohnnyHarris to take the free live class - see you in the next video!
@emptyhad2571
@emptyhad2571 Жыл бұрын
E
@Toshko18
@Toshko18 Жыл бұрын
link doesn't work unfortunately ( it works but "to" and the end of the link got into the link)
@Succulents4life
@Succulents4life Жыл бұрын
Let’s go
@bhl3840
@bhl3840 Жыл бұрын
Military (??), like MIC (??) that has been creating arms of dêäth of millions of people worldwide. Sad. Btw who nuked Japan and only country to use nuclear weapons, also did not sign against first use ?
@alaskanmalamute101
@alaskanmalamute101 Жыл бұрын
you've changed the name of the video lol? another great video though! reading up about Morris Chang his history is pretty insane he failed to obtain his PhD at harvard yet got a job at texas instruments climbed the ranks to vice president then started his own company in taiwan and become no.1 in the world like what the hell. education system must be pretty poor to not be able to recognise an obvious genius like this
@CobaltTetris
@CobaltTetris Жыл бұрын
From Doritos to semiconductors, Johnny sure knows a lot about chips.
@TH_5094
@TH_5094 Жыл бұрын
Good one
@larsstougaard7097
@larsstougaard7097 Жыл бұрын
Crunchy videos
@Ranshin077
@Ranshin077 Жыл бұрын
You could say he has a chip on his shoulder...
@taco7668
@taco7668 Жыл бұрын
It's called research... Alot of it He still knows alot though
@jhank0cean
@jhank0cean Жыл бұрын
Damn you beat me to this comment
@tayzonday
@tayzonday Жыл бұрын
It’s so mind-boggling to think that we can make transistors less than ten atoms wide now 🤯 - We didn’t even have rockets one-hundred years ago!
@Ashkanman
@Ashkanman Жыл бұрын
Overwatch League
@gtxg.
@gtxg. Жыл бұрын
Bro why are you here
@randar1969
@randar1969 Жыл бұрын
Who is we? ah yes the Dutch well for the most part.
@skirata3144
@skirata3144 Жыл бұрын
We can't the nm in the process name is not really related to the actual size of the structures being made.
@emelyarye2641
@emelyarye2641 Жыл бұрын
@@randar1969 LMAO
@dudethatsmycat
@dudethatsmycat Жыл бұрын
Okay the size of a transistor being smaller than a strand of DNA is actually blowing my mind right now. That is so so so so crazy. To think how far we’ve come
@nolongerblocked6210
@nolongerblocked6210 Жыл бұрын
Same 🤯🤯🤯
@milkgrapes6420
@milkgrapes6420 Жыл бұрын
Moore's Law is dead. We might have to split atoms to go further.
@Katya_frv
@Katya_frv Жыл бұрын
@@nolongerblocked6210 Most transistors in use arent that small afaik, IBM conducted experiments and successfully made a 2 nm transistor some time back but it's not in mass production, most PC CPUs, phone SOCs, etc are currently in the range of 10nm - 4nm depending on how old the semiconductors are. (However, tsmc and samsung are already in production of 3nm dies i believe)
@vicmac3513
@vicmac3513 Жыл бұрын
IBM will start their 2nm mass production during this year. Probably not a full-scale yet though.
@ovidiufarcau243
@ovidiufarcau243 Жыл бұрын
they will make it smaller than nano the task is to go to Pico metters - 1000 x smaller than nano
@thinkofparis
@thinkofparis Жыл бұрын
I am scientist at a University in NC. My PhD was in microfabrication and photolithography. You nailed this video. All of the science content was correct and communicated very well. I enjoyed watching this video because outside of the engineering and science content, I learned a lot. Well Done sir!
@on__off2923
@on__off2923 2 ай бұрын
he's really good😅
@kartikgandhi1864
@kartikgandhi1864 Жыл бұрын
I am an engineer and I studied semiconductors for two semesters in school. Johnny’s explanation of what chips are and how they work was BY FAR the simplest I have ever seen or heard. You really are a gem of a content creator. Please never stop the good work. ❤
@paoloorate2265
@paoloorate2265 Жыл бұрын
USA average IQ is only 85 vs Chinese average IQ of 109. In the long run, the Asians will outsmart the Americans.
@channelname4331
@channelname4331 Жыл бұрын
a little oversimplified but thats okay - he isn't a science explainer
@TuNnL
@TuNnL Жыл бұрын
@@channelname4331 that's a relative statement. It's only oversimplified if the details he left out would help you understand the point of the video more. This is not a video about how to build a microchip, but the role microchips are playing in geopolitics, and potentially, open warfare. 🚀
@Alobster1
@Alobster1 Жыл бұрын
Except that he called a vacuum tube a transistor.
@556m4
@556m4 Жыл бұрын
Johnny talks to his audience like they have a 40 IQ.
@tantoassassin
@tantoassassin Жыл бұрын
Being an engineer in ASML, I must say you did a great job explaining the whole thing. Great video as usual but I wish you had talked more about ASML than just saying magic laser machine makers. Having a monopoly on lithography machine manufacturing, they are not less of a player than TSMC in the global chip supply chain.
@LargePoulet420
@LargePoulet420 Жыл бұрын
Thx for the magic laser machines
@TonySaysHello
@TonySaysHello Жыл бұрын
Thank you for the magic laser machines. Lol. Did you read chip wars by chris miller?
@alexandruszekeres2379
@alexandruszekeres2379 Жыл бұрын
i was about to comment the same thing. great video as always but just want to mention that the machines that create the chips are created by a single company in netherlands and they have monopoly on that product. they are at the same level of importance like china, taiwan and US and should have had your attention too in this conflict.
@charlech
@charlech Жыл бұрын
But they are valued less than TSMC. TSMC is still slightly more critical
@auslander1026
@auslander1026 Жыл бұрын
Yeah! Thanks for the magic laser machines!
@TimeBucks
@TimeBucks Жыл бұрын
Great video like always
@venusparrot5895
@venusparrot5895 Жыл бұрын
Great video like always
@sagar805h
@sagar805h Жыл бұрын
Nice
@subhashchandra2008
@subhashchandra2008 Жыл бұрын
Good
@mukeshrathod6335
@mukeshrathod6335 Жыл бұрын
Very nice video
@gopalshil349
@gopalshil349 Жыл бұрын
Hi
@pokemonian742
@pokemonian742 Жыл бұрын
Just a correction, China is making their own military chips. Military level chips need to be large and robust. The chip war is very little into military competition; most of it is about economic dominance.
@rohandutta5694
@rohandutta5694 Жыл бұрын
I work in the semi conductor industry as a design engineer in the US and I feel great after watching this video, especially the short story of the mind boggling chip manufacturing process. Its unknown to many but its just out of the world tech innovation humans have ever come across. Many also don't know the impact of this trade war in their day to day life. I am happy you summarized it pretty well. I would love to watch a video on the whole cycle of chip designing. Its really interesting and it would be great for others to hear it from you. Great job Johnny.
@honeythura
@honeythura Жыл бұрын
Hi 5. I do work in FABs too but in Singapore
@basedlordess
@basedlordess Жыл бұрын
So if anything was reverse engineered from alien technology itd be the microchip process
@ronnieroyyy9
@ronnieroyyy9 Жыл бұрын
Dada jhonny Harris er mentality ho6 typical European colonial mentality I'm also a daily viewer of his channel but recently some of his videos changed my narrative over him
@wilhathaway1987
@wilhathaway1987 Жыл бұрын
@@ronnieroyyy9 👈🤡
@aninvisiblehuman8423
@aninvisiblehuman8423 Жыл бұрын
Bro come to india and please do your research here. Is it possible to make your own chip without US help ?
@rs.wright
@rs.wright Жыл бұрын
Fabs really are remarkable. Some of the most automated facilities in the world, and they require almost complete retooling when wafer sizes change every few years. I worked in the space creating high purity gas lines for some of the bigger tool makers and the market is a constant cycle of boom and bust.
@kimjongun269
@kimjongun269 Жыл бұрын
I worked in a fab back in 1998 in colorado springs. Company call Atmel Corporation. We made the chip for PS2 Sony playstation. I was etch fab and photos.
@rs.wright
@rs.wright Жыл бұрын
@@kimjongun269 I am certain I've quoted parts that would later be sold to Atmel/Microchip.
@dianapennepacker6854
@dianapennepacker6854 Жыл бұрын
For me it is the EVU machines that FABs use. ASLM doesn't get enough credit. The people who create the tools to make the tools don't either. The mirrors alone are just mind bending. Wish there was a video on how a chip is made. Ground up. From uhh the architecture? To the software to hardware. A video that I easily digestible for a layman like myself. Same with tool makers and military weapon makers.
@thorwaldjohanson2526
@thorwaldjohanson2526 Жыл бұрын
@@dianapennepacker6854 check out asianometry, he has excellent videos about the semiconductor industry!
@dianapennepacker6854
@dianapennepacker6854 Жыл бұрын
@@thorwaldjohanson2526 That was one video I did watch. I want to learn more though! He gave a slick break down for sure. Dude is a wealth of information. Know any other channels like him or like Harris? I'm sick and so have a LOT of free time and burning through subjects and content. I found one channel that that seemed informative but required knowledge before hand as I was googlibg terms left and right and then had to Google those terms haha.
@Eric-ue5mm
@Eric-ue5mm Жыл бұрын
When the chips act got passed and TSMC announced the investment in the US all i could think about was HOW none of the large Media outlets reported on this in the huge way this deserves. This is BIG. EDIT: of course some reported, but I felt like delayed and without proper economic analysis.
@michaelfriscia8166
@michaelfriscia8166 Жыл бұрын
That's because Nancy pelosi bought 70% of the stock and she told the media to keep it quiet.
@imCurveee
@imCurveee Жыл бұрын
They're too concerned with bullshit, hocus-pocus woke social issues. Important geopolitical news with major economic or military implications doesn't get clicks or views from Americans anymore.
@germanarturo11
@germanarturo11 Жыл бұрын
The chip act looks more like a payoff of politicians in Whashington DC to silicon Valley. It's too late already, we are almost 100% dependent on foreign microchips, and those companies receiving these billions of dollars will keep on selling their new technology and developing their products overseas... no restrictions on any of these in the act in reality. Also, it was an executive order, which can easily be dismantled; if it was such a good idea why it did not go through the legislature, which both chambers, if Congress were democrat majority? Something fishy about this...
@bryce9497
@bryce9497 Жыл бұрын
@@germanarturo11 the fishy part relates to the bigger picture that Johnny didn't go into but alluded to: military superiority coupled with economic superiority sufficient enough for China to supplant the United States as global hegemon. The problem is that if China isn't already at that point, they are working extremely fast to get there. They have been outspoken about their goal to become global hegemon by at latest 2049, and their plan is phased to transition from economic competition and being leveled with the United States to then achieve military superiority and put it to work. And it's not just about microchips, is about becoming the primary source of all relevant military and consumer products the 4th industrial revolution. China controls the supply chains are pretty much all the relevant raw materials in modern economy, including rare earths and specialized metals like lithium, titanium, nickel, and cobalt. The other primary sources are Chile, Australia, the Congo, and the mother load is located in, you guessed it, Eastern Ukraine. In fact, prior to the invasion, Ukraine was dishing out mining permits to around 9000 surveyed massive deposits of 117/120 most utilized raw materials to European and North American entities over Chinese entities. Ukraine was also signing economic alliances for renewable energy products like lithium batteries with the European Union. A month before Russia's invasion, China and Russia entered a "no limits" partnership with the express purpose of countering the United States, NATO, and the West generally. Russia is China's most strategic partner for global supremacy. All the oil and natural gas that was going to Europe is now going east to China and other Southeast Asian countries. Russia natural resources, military capability, coastline in the Northern Arctic, and vast terrain is the perfect buffer against NATO. Furthermore, at the same time they were creating and doing preliminary tests of that missile, China launched the Belt and Road Initiative, the Asian Infrastructure Investment Bank, and a rival of the US dollar trade and finance system (SWIFT) which is the CIPS for the Chinese yuan. These are all institutionally geopolitical tools that functionally replace the United Nations and all of its subsidiary entities like the IMF and WTO. The frosting on the cake is that China's infrastructure is the most advanced in the world, similar to how the United States was by the 1950s after World War II. The only thing they are missing is the power over international financial institutions and global governance to facilitate their rise to the top. All of these moving parts suggest that in the near term, we are entering a Split world order between east and west along with authoritarian v. democratic regimes. Both sides will likely have their own ecosystem of technologies, currencies, and supply chains... it's likely that people will not be able to easily travel between east and west. Ultimately, it seems that the United States views its only way to maintain global supremacy is through some sort of military conflict that cuts off China's ambitions before they reach a level of superiority. But leading up to that point, we still rely on China and its allies for the majority of our critical raw materials, products and services. So we can't afford to cut them off completely right now. All we can do is just slow them down while establishing the foundation for what will be a military conflict.
@anonymousanonymous-ok3nn
@anonymousanonymous-ok3nn Жыл бұрын
@@germanarturo11 Only direr on the GOP side. How many Americans from, let’s say, Alabama, knows what it takes to make chips? NVIDIA, AMD are just basically run by ethnically Chinese. Intel, Qualcomm, are basically run by Indians. All other high-tech companies are basically 1/3 of Chinese and 1/3 Indians. Very few of the high tech companies are run by Americans. In silicon valley, in Austin TX. MAGA people is a joke in this regard. If the US companies pay better , people work for the them. If the CCP companies pay better, people work for them. We all work for few years here and few years there. I know a pretty renowned startup company moved to Switzerland, so that it can continue doing business with both sides. Huawei just set up some umbrella company, let’s say in Singapore and nobody really cares. It’s all about the bs politicians bs-ting around.
@amanrubey
@amanrubey Жыл бұрын
Fantastic! I work at one of these companies and it was so delightful to watch such a beautiful presentation of the work that my company is doing. You made me learn about my company much more than my company's onboarding videos did!
@SobhiyarMemon
@SobhiyarMemon Жыл бұрын
The most important thing Johnny said here was “weapononizing economic interdependence” - very true. When these nations were becoming interdependent, they didn’t think some of them would intend to weaponize it. It shows why many empires of the past aimed to be 100% self sufficient.
@armageddon87
@armageddon87 Жыл бұрын
Historically it has always been western that invades the east. China's phylosophy has never been to wage wars externally.
@JR-vc4gm
@JR-vc4gm Жыл бұрын
That‘s actually wrong. Interdependence is actually a good thing. In the case of China and the US, China is much more depend on the US, that's why the US can easy ban all these things.
@armageddon87
@armageddon87 Жыл бұрын
@@JR-vc4gm china depends on US for its technology yes. But, US depends on china for their cheap labour. To top it off, technology like EUV is not an exclusive US developed technology too
@JR-vc4gm
@JR-vc4gm Жыл бұрын
@@armageddon87 you can always relocate cheap labor, but it's nearly impossible for China to make its own high-end chips. That's why US was able to ban from selling technology and chips to China.
@righteousmammon9011
@righteousmammon9011 Жыл бұрын
@@armageddon87 There are many places in the world to get cheap labor.
@BlokeonaLake
@BlokeonaLake Жыл бұрын
Just watched this one. Great piece. You are absolutely killing it, Johnny. No one comes within 1,000 miles of you for breaking down complex topics in such an articulate and entertaining way. Well done, sir.
@Apathymiller
@Apathymiller Жыл бұрын
Don't know if you know of Jake Tran, but he puts out some good stuff. Not exactly the same as Johnny but good entertaining info as well.
@stephencraig9523
@stephencraig9523 Жыл бұрын
try james jani
@parabolicpanorama
@parabolicpanorama Жыл бұрын
too bad so much of it is wrong
@Vortex-hz8sb
@Vortex-hz8sb Жыл бұрын
@@parabolicpanorama What is wrong?
@classydarktoys5731
@classydarktoys5731 Жыл бұрын
This is the first video I’ve ever seen from this guy and I absolutely agree. This is crazy good quality.
@Geertt
@Geertt Жыл бұрын
I'd love if there was more talked about the Dutch company ASML. This is the only company that's able to manufacture the machines that make the most advanced chips. Basically the entire (advanced) chip industry is dependent on this company. The rivals are many years behind this company. The US is trying to keep the Netherlands from selling these machines to China.
@xSCHEF
@xSCHEF Жыл бұрын
Before the year is over we’re gonna be bored with loads of KZbinrs doing their piece on ASML. This company from the Netherlands is almost incomprehensibly important in this very war this video talks about
@pikachus5m166
@pikachus5m166 Жыл бұрын
And it's widely thought the Nordstream2 bombing was the first act of US industrial sabotage, when in fact it was the ASML manufacturing facility that housed the first EUV lithography machine destined for China. Shortly after the arson attack, the US passed a law forbidding the export of such technology.
@Cantnomore
@Cantnomore Жыл бұрын
@pikachus 5m You're an absolutely dead brain if you believe that the US was the one to sabotage Nordstream2. I hope you get help. 🫤
@Bolognabeef
@Bolognabeef Жыл бұрын
@@pikachus5m166 I'd like a source for that
@Bendoughver
@Bendoughver Жыл бұрын
Just adding more info, ASML is right in the middle of this conflict. That said my Counter point is that the dutch could have not developed this machine alone. American engineers made thousands of the most crucial parts in the EUV machine along taiwanese, Korean, and Japanese engineers. They own those patents, and have said they will be revoked if they sell to China. This imo is where it starts to get really blurry.
@eduardosanchez7827
@eduardosanchez7827 Жыл бұрын
It’s weird to watch this video now that Huawei is using Chinese 7nm chips made in China… the US really lost it’s edge on this technology
@blankman146
@blankman146 Ай бұрын
IPHONE WILL LAUNCH 2NM NEXT YEAR SO WHAT IS THAT HUAWEI? HUAWEI WHO? 😂😂😂
@liliam-ys1yn
@liliam-ys1yn 19 күн бұрын
@@blankman146 2nm?whats new about it?
@Mark-sc8mt
@Mark-sc8mt Жыл бұрын
I've actually worked at the fab in the Netherlands that you mentioned, believe me; that place is truly unbelievable in two things. First is the average iq of employees, second is the extreme security protocol in place...
@jac1207
@jac1207 Жыл бұрын
good. Cyber security and general physical and counter-social engineering security has taken a loooong time to finally catch up. TSMC is important, but ASML is the also important.
@robbiew6177
@robbiew6177 Жыл бұрын
@@sketchtheparadigmyork1217 That’s probably why he said “workED”
@jaredlu2200
@jaredlu2200 Жыл бұрын
So its safe to stay those workers didn't get the covid vaccine..right?
@darthmaul8912
@darthmaul8912 Жыл бұрын
@@robbiew6177 That's why he don't reply. He is already fodder for the fishes.😋
@justmarije
@justmarije Жыл бұрын
@@jac1207 i feel like its almost the most important. Like for example if ASML just stopped ding buisness with the US (they wont but if they did) the us would basically lose all of their buisness in microchips or they would put all in to make taiwan fully avalible
@TurtleChad1
@TurtleChad1 Жыл бұрын
I love how polished your vids are Johnny, I think at least out of the people I watch on KZbin you make the most cinematic productions well done man you defo earnt that Emmy well done dude
@user-op8fg3ny3j
@user-op8fg3ny3j Жыл бұрын
you got infected by bots
@johnnyharris
@johnnyharris Жыл бұрын
such a generous comment thank you!
@ihavenoname3925
@ihavenoname3925 Жыл бұрын
@Don't Read My Profile Picture i won't
@rustyshackle917
@rustyshackle917 Жыл бұрын
Why are there always so many fanbois in the comment section of this channel that contribute absolutely nothing to the conversation?
@user-yc3fw6vq5n
@user-yc3fw6vq5n Жыл бұрын
Instead watch the movie, your name
@ricetogo
@ricetogo Жыл бұрын
So awesome that you give credits to the entire team that deservedly be recognized. Looking forward for more contents.
@tamthuong4048
@tamthuong4048 Жыл бұрын
ọk
@ricetogo
@ricetogo Жыл бұрын
@@tamthuong4048 ?
@treyvonmartyn
@treyvonmartyn Жыл бұрын
White dudes: 3 - 5" Black dudes: 🐴 " Latin dudes: 🌮" Asian dudes: 🐌"
Жыл бұрын
I knew the importance of microships, but as an european engineer I had absolutely no ideal of all this geopolitical background acts! Thank you for bringing light for this, since the mainstream media only focus on superficial stuff! Subscribed
@blandwinde
@blandwinde Жыл бұрын
Military doesn't need cutting-edge iphone chips. It needs reliant bigger ones. China probably has a self-reliant military chip industry, already. I doubt if Joe Biden knows that and he knows his decision is largely political.
@bristo424
@bristo424 Жыл бұрын
Interesting video as always! Might be a bit biased since I’m Dutch, but I feel like you didn’t really highlight the significance of ASML and the Dutch-US relations in this. 90% of the machines that make the chips are made by ASML. The Dutch government banned export to China, under pressure from the Biden administration. Our prime minister visited the white house earlier this week too. The EUV machines made by ASML are so advanced that that even if China were to receive an EUV machine, it would still take them years to understand and be able to make those machines themselves (or at least I’ve been told so). In a decade or 2-3, ASML came from non-existent to being market leader. Moreover, there was a huge scandal about a decade ago where Chinese spies infiltrated ASML. I have some minor knowledge on this but if you have the time I would greatly appreciate another video on this! Chris
@TheKnickwitz
@TheKnickwitz Жыл бұрын
Zeiss makes the mirrors and you cant reverse engenieer to make this "perfect" mirrors. Same with other techparts.
@daa7241
@daa7241 Жыл бұрын
This video is about china and us war and taiwan plays major role in it. China not going to attack you guys hence less focus on you.
@kogaryu5558
@kogaryu5558 Жыл бұрын
@@daa7241 I across the Pond in Africa yet I understand the significance of that tech. Why do you think Chinese sent spies there?
@HYC.
@HYC. Жыл бұрын
@@kogaryu5558 我们中国政府上下5000年,吃过很多灭国的苦和教训,最重的一次是在清朝的时候,所以我清楚我们国家政府的做风,我不是很相信中国会派间谍,反之中国境内的间谍一抓一大把,我们不偷取技术,我们会制造出一样的,或者更好的,如果我们不行,我们也会虚心请教,中国来之不易的和平,我们的政府绝对不会破坏这来之不易的和平
@richardwagner8659
@richardwagner8659 Жыл бұрын
+Trumpf for the UV Lasers
@CodingWithLewis
@CodingWithLewis Жыл бұрын
Love your demonstration on how transistors and circuits work! Trying to get this animation style 🙃
@vidipvikas3844
@vidipvikas3844 Жыл бұрын
Really agree with you.
@paoloorate2265
@paoloorate2265 Жыл бұрын
USA average IQ is only 85 vs Chinese average IQ of 109. In the long run, the Asians will outsmart the Americans.
@aliastagami2346
@aliastagami2346 Жыл бұрын
I feel for you Johnny. I work for the U.S. Dept of Commerce, in the Bureau of Industry & Security. Watching your brain melt at 23:45 reading updates to 15 CFR was very relatable. This is only a small fraction of my work and yet it dominates so much of my offices time and resources.
@jjcoola998
@jjcoola998 Жыл бұрын
Hey fellow department of commerce friend 👋
@nlx78
@nlx78 Жыл бұрын
Slightly comparable, I work as a shipping manager in the port of Rotterdam and Brexit brought back all the paperwork and fine print. This is while the UK is the Netherlands 3rd largest trading partner. I simply can't understand the people looking at the world and then say: "We need to get out of the EU as well!". Of course they think Putin and Russia is just a minor thing, China is great for cheap stuff and that the US will always have our backs....yeah, we saw with Trump who claimed Montenegro (he didn't know it was a country, I'm sure) would be the cause of WWIII.
@michaelhuang7842
@michaelhuang7842 Жыл бұрын
Even if the US banned any 3nm to 5nm chips to Chinese companies, the US would not be able to stop China from making weapons. Because China already has the industrial technology of 7nm to 28nm chips. Weapons don't require microchips, except for iphones and ipads. If China wants to put microchips in weapons, they can remove them from iphones. Is APPLE pulling out of the Chinese market?
@shawnhennity1769
@shawnhennity1769 Жыл бұрын
@@nlx78 "the US will always have our backs." You are now dependent on us, which is why you are free falling downward, but we are not better.
@pierssteenekamp3751
@pierssteenekamp3751 6 ай бұрын
Mr Johnny Harris, I tip my hat to you. I am 73 years old and recently retired. I have been a musician, a song -writer, a pilot, a pastor and I have headed up an innovation centre at a university and been a high school teacher - but I have learned more from you than I have learned from a lifetime of formal education. You are the most gifted teacher I have ever witnessed and had the privilege to learn from. Keep up the good work. The people of the world have much to learn and you are the best person to teach it!
@markwickering7000
@markwickering7000 Ай бұрын
I've seen this exact same comment on another one of Johnny's videos..
@dominiquewong4706
@dominiquewong4706 Жыл бұрын
As a Taiwanese, this hits close to "home". Chips were just an economic miracle in the past, but now they are "national security" TSMC is hiring a crazy amount of master graduation in engineering in Taiwan. And we all know the fate of our country is highly related to how competitive TSMC will be. Really huge pros to Johnny for making this video very visual and easy to understand for newcomers.
@googane7755
@googane7755 Жыл бұрын
I'm an electronic engineer in Ireland and its crazy how much of the semiconductor parts we use are from TSMC. There has been a huge EU push recently to open new fabs across europe, everyone seemed to just now realise how valuable these things are to national security.
@leihtory7423
@leihtory7423 Жыл бұрын
@@googane7755 and TSMC has a factory in Mainland China.
@AlbertKimMusic
@AlbertKimMusic Жыл бұрын
Such an exciting and very scary period we’re living in
@Zergcerebrates
@Zergcerebrates Жыл бұрын
@@leihtory7423 They do but they cannot manufacture the most advance chips by TSMC in Taiwan. It is a security and strategy move to protect themselves(TSMC)
@xh82k9p3
@xh82k9p3 Жыл бұрын
@@leihtory7423TSMC in China only produce 28nm chips,but in Taiwan TSMC produce 3nm,5nm chips,which is use on iPhone,AMD’s CPU
@nielsontheroad
@nielsontheroad Жыл бұрын
Cool video and a great way to explain the concept of a microchip. However, I do think you missed an opportunity to highlight the importance and criticality of a single company in this supply chain and therefore geopolitical conflict: ASML. These advanced chips of today would not exist without those lithography machines. In fact, the story itself about how this company established this monopolistic position and over time became Europe's most valuable company is very interesting and maybe worth telling in a separate video. Actually the Dutch prime minister visited the United States yesterday to specifically talk about this topic and ASML's role in this geopolitical conflict. You see, ASML would miss out on billions of revenue if they don't to sell those machines, which cost a minimum of $200 million each, to China. Occasionally they also catch 'spies' from China trying to steal company secrets from ASML in the Netherlands. Would love to see a more in-depth video on this as the US can create all the FABS they want but they won't be able to function without these machines ✌
@esbjornmonteliusrisberg6834
@esbjornmonteliusrisberg6834 Жыл бұрын
Love when the viewer's also can contribute with missed information. It's so important to be able to criticize a work
@Henrik22277
@Henrik22277 Жыл бұрын
ASML does not ship the latest tech to china - they keep the tech to supply intel etc. - on the other hand intel announced to open microchip factories in europe (eg germany) to secure the supply of microchips to the automotive industry
@HelloWorld-wf5xc
@HelloWorld-wf5xc Жыл бұрын
Absolutely I was thinking the same. Johnny didn’t didn’t emphasise enough the singular role of that company. I would even say that this tech is more important to china than anything coming from the us. This is the one step of the supply chain that they have no clear way forward in building within their own borders… it is the key technology that they lack to build chips on the level of intel, tsmc and Samsung.
@Adomir
@Adomir Жыл бұрын
He might have emphasized it more, but he does mention it in this video (around 17:47). He probably did not want to go off too much on a tangent. He warns beforehand it is super simplified. I agree it deserves a separate video.
@ericfolmar7338
@ericfolmar7338 Жыл бұрын
There’s a really good video on that company, I forget who made it tho
@somahagymasy5341
@somahagymasy5341 Жыл бұрын
So glad you are covering this topic! I am in the middle of writing my thesis based on Taiwan and China’s relationship and the microchip war is a big part of it. So I really connected with this video. Great work!
@laysdong
@laysdong Жыл бұрын
Make sure you cover the part where china used to be a military dictatorship and the people rose up and kicked them out and these nationalists fled to Taiwan where they formed their own government, killed the opposition and maintained the dictatorship for another 30 years while setting up these fabs
@4menace
@4menace Жыл бұрын
This comment feels like a discussion post lol
@JmKrokY
@JmKrokY Жыл бұрын
Interesting
@cadhlaohanlon4443
@cadhlaohanlon4443 Жыл бұрын
But the conflict started along before chips were even invented 😮
@SuubUWU
@SuubUWU Жыл бұрын
Where do you plan to publish? I’d love to read your thesis.
@Jcewazhere
@Jcewazhere Жыл бұрын
"Lucky for China there's a blurry line between business and military" This message brought to you by America's blurry line between business, government, and the military.
@㘭
@㘭 3 күн бұрын
... america has 3 branches of gov. the legislative branch + business go hand in hand but the others are left alone (for the most part). China there is one branch. The government. Business and government in china are interconnected.
@therchas
@therchas Жыл бұрын
As a U.S. sailor it has been critical for me understand why I’ve been deployed to the South China Sea to “ensure free navigation of international ships” in recent years. There is a lot of monitoring of Chinese vessels involved with that.
@khj5582
@khj5582 Жыл бұрын
Thank you for what you're doing.
@dindongdindong8565
@dindongdindong8565 Жыл бұрын
Please 🥺 for peace in the west destroy china
@Qwuiet
@Qwuiet Жыл бұрын
You went to your neighbor from the next town, stand in front of his house to ensure he is safe? Who are the bad guys in the China sea? Why does it need American policing?
@alexlazar4738
@alexlazar4738 Жыл бұрын
What the f*ck are you doing in South China sea thousands of miles away from your home? !! I don't see any Chinese ships ensuring free navigation off the coast of California. And you are there to prevent the free navigation. Over 70% of the trade going through there is the Chinese trade and you are there to cut it off not to protect it.
@Qwuiet
@Qwuiet Жыл бұрын
@@alexlazar4738 exactly. Should China have warships near California? Or Hawaii? America is a bully obviously
@kgriffin1032
@kgriffin1032 Жыл бұрын
I always love all of your videos but as someone working towards getting my degree in Electrical Engineering, with a concentration in Micro and Nano Devices, I found this particular video even more interesting. Keep up the great work.
@sini234
@sini234 Жыл бұрын
Cudos! I always find it hard listening to ppl saying „switch“ :)
@paoloorate2265
@paoloorate2265 Жыл бұрын
USA average IQ is only 85 vs Chinese average IQ of 109. In the long run, the Asians will outsmart the Americans.
@tpeterson9140
@tpeterson9140 Жыл бұрын
good we need ppl like u
@wrathofgrothendieck
@wrathofgrothendieck Жыл бұрын
Grey goo technology
@zacksmith5963
@zacksmith5963 Жыл бұрын
Fully support china
@reedschultzgeo
@reedschultzgeo Жыл бұрын
It's crazy how technology has advanced so much within just the past century. Thank you for the great work Johnny! Your videos always amaze me, the editing and production is just amazing.
@user-DongJ
@user-DongJ Жыл бұрын
Absolutely. The rise of STEM & it's integration with GAPH is changing banks, finance, medicine, politics, education, security, etc.
@bafalutin
@bafalutin Жыл бұрын
hi
@trustandbelieve9173
@trustandbelieve9173 Жыл бұрын
I hope it take us into deep space so we can travel to other solar systems in reasonable time
@user-DongJ
@user-DongJ Жыл бұрын
@@trustandbelieve9173 Totally. But humanity should master fundamental control of the seas, skies, junk, oceans, climate, garbage, corruption, pollution, etc. before wandering to other planets.
@meso8848
@meso8848 Жыл бұрын
I just saw like 6min of the video... is he blaming at least his country to attack China? Cause he is a weak KZbinr always glorifying his country.....
@grproteus
@grproteus Жыл бұрын
It's important to understand: the transistor changed the world not because it could control the flow of electricity (we had devices that can do that way before of transistors) but because it made it possible to have much more logic devices in the same area.
@PhilfreezeCH
@PhilfreezeCH Жыл бұрын
24:18 This is highly misleading. As you kind of mentioned the US can't actually manufacture these chips without TSMC or Samsung, and they can't manufacture the chips without a whole range of expensive equipment from all over the world. The US has not only stopped export of US-made stuff to China, it has essentially forbidden everyone else from selling this equipment to Chinese companies as well. So they aren't just 'blocking' the lines from the US to China, they are 'blocking' lines coming from all over the world to China. Additionally, consider that these other companies from other countries produce the same chips for the US military. So essentially its cool when other countries help advance the US military but it is not ok if they help China as well. This whole thing is literally just the US abusing its hegemonic powers to try and delay China from becoming a super power that can directly rival the US. And everyone else is playing ball because they currently exist in this hegemonic system and can't afford to go against the US.
@cinmingrl
@cinmingrl Жыл бұрын
First video of yours I've watched. Incredible presentation. Humorous and mind blowing start to finish. I never imagined I would feel like I can understand the geopolitical importance of chips and enjoy learning about it . Excellent storytelling. Thank you
@sacamain0
@sacamain0 Жыл бұрын
Absolutely agree! Also my first one
@Emin06xwq
@Emin06xwq Жыл бұрын
Teşekkürler efendim
@kross517
@kross517 Жыл бұрын
Have fun binge watching all his videos. I havent come across one i dont like yet.
@edgarbarrera14
@edgarbarrera14 Жыл бұрын
All of the videos on this channel are great!
@SpacedogD
@SpacedogD Жыл бұрын
Thanks for making this video. I worked in the semiconductor industry in the past decade and while I'm familiar with some of the policies, some of the moves didn't really make sense to me without understanding the underlying situation. This video helped explain a lot of the missing pieces in the relationship and supply chain that helped me understand why certain things happened in my industry in the past decade.
@meso8848
@meso8848 Жыл бұрын
this guys hasn't explained much! yep the conflict is about chip at least he said that and I was surprised of that! But he is splitting Taiwan from China! And he is saying like US is protecting Taiwan from its biggest neighbor China! .. Dude,. the US is simply attacking China to get control of Taiwan and thus have control over the chip ! Period... it's like the invasion of Panama in 89 to have control of the Canal to avoid having their ships doing all Latina America from East to West.. they will use the Panama Canal! US is attacking China for chip of Taiwan
@sparshsingh4342
@sparshsingh4342 Жыл бұрын
Do elaborate
@SpacedogD
@SpacedogD Жыл бұрын
@@sparshsingh4342 just lots of back and forth uncertainties in terms of the policies and project statuses regarding companies from China
@sparshsingh4342
@sparshsingh4342 Жыл бұрын
@@SpacedogD oh I see
@man_cave_crafts
@man_cave_crafts Жыл бұрын
Seriously to me this is the best storytelling and video quality I've seen on KZbin. I keep getting stuck on his videos all the time
@noahpaakaula-cox4855
@noahpaakaula-cox4855 Жыл бұрын
Yesterday, I thought to myself, it’s been almost two weeks since Johnny Harris released a video. He must be working on something long. Then, I see this! Thanks for always releasing lengthy full scale documentaries!
@Chris_at_Home
@Chris_at_Home Жыл бұрын
I retired from a communications job where I worked with fiber optic,microwave and satellite communications. I started out in electronics working in a TV repair shop at 16 yo in 1969. I did a four year enlistment in the military in avionics and they taught us both tubes and semiconductors. It is amazing the changes I have seen over 50 years. Huge pieces of electronics that took up a whole rack have been reduced to a few rack spaces.
@bideojames4222
@bideojames4222 Жыл бұрын
The AI war is happening simultaneously, that's a video on it's own if you would like to go down that rabbit hole. Gonna settle in and watch this now, thanks for the continued content Johnny.
@picklerick8222
@picklerick8222 Жыл бұрын
lol you have a wild mind
@shannalee2520
@shannalee2520 Жыл бұрын
Project Convergence. They all combine with Paperclip for it. No more freedom for us.
@kuribo1
@kuribo1 Жыл бұрын
One thing about japan is that once it took a back seat to making chips itself, japan decided to be the country that makes the machines that make the chips. In addition to the machines that make the chips japan makes the chemicals that adhere to the chips and nearly have a global monopoly on said materials. Japan is still very much in the chip game just not so overtly.
@jonathananderson2406
@jonathananderson2406 9 ай бұрын
Thanks for sharing this. I was curious to what they did after being blocked.
@PristinePerceptions
@PristinePerceptions Жыл бұрын
Thanks for covering this. Fabs are hands down the most complex manufacturing facilities in the world, and most people don't even know about them.
@SaviourInBlack
@SaviourInBlack Жыл бұрын
This is probably the most important and informative video on U.S. China international relations. My only criticism is that you focused on silicone being so valuable when it seems that the knowledge, skill, and capability to make these chips is much more important.
@eechaze12
@eechaze12 Жыл бұрын
What use is the skill if no raw material? Equally important in my opinion
@cykeok3525
@cykeok3525 Жыл бұрын
​@@eechaze12 Hate to break it to you, but silicon as a raw material is ABUNDANTLY present. It is extremely plentiful and cheap, everywhere. The second most common element in the planet's crust. "Mining silicon" is basically collecting sand. The knowledge and facilities to manufacture semiconductor wafers, and microfabrication of chips from those, is the limiting factor.
@cykeok3525
@cykeok3525 Жыл бұрын
@Laxmi Kanth Yeah Johnny Harris is referring to wafers and completed chips when he says "silicon". Not the raw material.
@SwordQuake2
@SwordQuake2 Жыл бұрын
0:31 first mistake of the video... they're not metal, ffs
@Messenger136
@Messenger136 Жыл бұрын
Spent my Saturday from morning to late night watching your videos. You’re the best at breaking down Geopolitics. I can’t stop watching. Learned in one day more than my entire school years. Thank you 🙏🏽
@atharm.7319
@atharm.7319 Жыл бұрын
Another interesting point is how much further can silicon technology even go from here. Only in a few years we've gone from 28nm chips to < 5nm chips and are literally trying to break physics to achieve better results by going smaller. Kinda scary to think we might hit a plateau of some kind that results in no more insane innovation in this space.
@corne1717
@corne1717 Жыл бұрын
There are already plans for the next 10 years to improve the chips. For example, ASML is developing a high NA EUV lithography machine that can print the chips even smaller. Furthermore, they are planning to design the chips not just in two dimensions but in three dimensions by stacking them above each other which will greatly improve the transistor density.
@ProcessedDigitally
@ProcessedDigitally Жыл бұрын
@@corne1717 3D is already a thing about a decade now.
@vamsikrishna9501
@vamsikrishna9501 Жыл бұрын
Being an engineer in the semi-conductor industry, none of this is news to me. But this presentation is so phenomenal, it hooked me in for 30mins straight. Jonny Harris is undoubtedly the GOAT🐐 of content creators.
@f0rtytw0
@f0rtytw0 Жыл бұрын
Agreed. I followed the news, and was aware of it, but this video summed all of it up nicely in such fantastic presentation. Not too many details but enough to understand the history and provide the context.
@Homer-OJ-Simpson
@Homer-OJ-Simpson Жыл бұрын
Yes, I knew 95% of what's in this (well, maybe not much about the deeper dive into the components of the chips) but it was great story telling with great use of visual tools.
@xfactor6099
@xfactor6099 Жыл бұрын
Typical Indian. Too easily impressed
@zoidberg-jr5dc
@zoidberg-jr5dc Жыл бұрын
harris is lying to you he is a propaganda pusher and deep state personal
@zoidberg-jr5dc
@zoidberg-jr5dc Жыл бұрын
harris is lying to you he is a propaganda pusher and deep state personal
@sillyhead5
@sillyhead5 Жыл бұрын
This might just be my favorite JH video. He has earned a place on KZbin for his geography explainers but my favorite videos of his are the ones that explain economic phenomena.
@jrbqto
@jrbqto Жыл бұрын
I have been asking this question about what the heck is going on with semi-conductors for over a year and a half. You just put all the pieces together and elaborated more on the topic in 30 minutes. Thanks for this one, thanks for making it make sense.
@suzietang8720
@suzietang8720 Жыл бұрын
it's pathetic you would rather believe that one country can "steal" the top advanced technology from US and even get ahead instead of figuring how it works by its people. How one can get ahead if one only knows stealing??? it must be difficult for you to admit the fact that Chinese just can invent and develop some top advanced technologies like BUILDING SPACE STATION, nuclear weapons, 5G and quantum science and technology:P
@Bothandle70
@Bothandle70 Жыл бұрын
The video completely ignores at what level other countries are on making chips.
@thegrayyernaut
@thegrayyernaut Жыл бұрын
@@Bothandle70 Well it was focusing on US and China. Do you have any info, or any sources you can point me to, for me to learn about other countries?
@isaach5563
@isaach5563 8 ай бұрын
​@@thegrayyernaut I'd reccomend the book Chip Wars
@olitemps2131
@olitemps2131 Жыл бұрын
Mate, this content is fantastic. A college would charge a full semesters worth of tuition for this 30 minute description. Lucky to have content creators like this. Love this work and channel.
@kaisong5004
@kaisong5004 Жыл бұрын
Full of bias disinformation.
@jamaly77
@jamaly77 Жыл бұрын
College is basically free. Your place must fear educated people if it isn't.
@sassagrass7095
@sassagrass7095 Жыл бұрын
@@jamaly77 Welcome to the ol US of A
@ThePageOfSpace
@ThePageOfSpace Жыл бұрын
@@jamaly77 I mean... you aren't wrong
@thefocuschic3234
@thefocuschic3234 Жыл бұрын
Holy molly, Johnny published a 30 min long video in a Wed morning. There goes my productivity!
@johnnyharris
@johnnyharris Жыл бұрын
sorry!
@thefocuschic3234
@thefocuschic3234 Жыл бұрын
@@johnnyharris haha don't! Your work is amazing as usual. I had to watch it in chunks, tho. Thanks!
@Kraci1ius
@Kraci1ius Жыл бұрын
Yup. There goes my half-hour morning. My colleagues were wondering why I was smiling a lot on the computer. 😄
@samueljayachandran2849
@samueljayachandran2849 Жыл бұрын
I took a class in my university about going from transistors to logic gates, using logic gates to make different logical operators’ gates, arithmetic computation gates for small numbers, one-bit memory…..cool stuff
@zrl1017
@zrl1017 Жыл бұрын
I’m not much of a tech person and could never pinpoint the exact moment the world went from “having technology” to what it is today. But now I know I can blame the people who made transistors 🙃
@KINGWILLIAM11
@KINGWILLIAM11 Жыл бұрын
I love the tone you set on this; 'there's a revolution happening'. A very important piece to note as it happened silently to most people.
@MrKasenom
@MrKasenom Жыл бұрын
Transistors didn't replace a bunch of wires, that's only part of the story, they replaced vacuum tubes which were large, hot and expensive to run
@logancantdrive
@logancantdrive 5 ай бұрын
I work for ADI and worked for TSMC in the past, and this video PERFECTLY explains this industry and its impact on the world. Amazing job, hats off to you guys
@whereskevan
@whereskevan Жыл бұрын
"China's tech companies and military are connected" As if they aren't connected in the US as well.
@ebukanelson9122
@ebukanelson9122 Жыл бұрын
They aren't.
@dinglesworld
@dinglesworld Жыл бұрын
groundbreaking analysis bro
@johansteyn
@johansteyn Жыл бұрын
To be honest, you really did not focus enough on the role of ASML in The Netherlands. It is estimated that ASML is atleast 10 years ahead of the competition with their machines. ASML has a total monopoly on all machines that make 5nm chips. Almost every device you own was made with a ASML machine. The US can only design chips that ASML machines allows them to make. The US lobbied The Netherlands to stop selling ASML machines to the Chinese. China has all the resources to design the software and architecture of these chips, and they have been doing so for years. The only thing stopping them from doing so is the fact that they cannot get access to the latest ASML machines that's made in The Netherlands. America is not the centre of the world.
@censrrd
@censrrd Жыл бұрын
Props to our boys Johnny and the Crew for developing such well researched and thought provoking videos. Wish you luck for future!
@paoloorate2265
@paoloorate2265 Жыл бұрын
USA average IQ is only 85 vs Chinese average IQ of 109. In the long run, the Asians will outsmart the Americans.
@zoidberg-jr5dc
@zoidberg-jr5dc Жыл бұрын
harris is lying to you he is a propaganda pusher and deep state personal
@boomboomboom9297
@boomboomboom9297 Жыл бұрын
Morris Chang said to Pelosi :You Americans are naive. You think you can just move a whole factory there from Taiwan?
@nivekdeus
@nivekdeus Жыл бұрын
I think you're understating how important ASML is in this supply chain. While ASML take parts from the US and other countries to build their machines they are the only ones that actually produce them and without them the most advance chips would be impossible.
@Fauzanarief-n7i
@Fauzanarief-n7i Жыл бұрын
Yeah, ASML is the reason why
@eric7758
@eric7758 Жыл бұрын
@@Fauzanarief-n7i nope, thy also need the software for designing which is only made by USA
@hansklok3564
@hansklok3564 Жыл бұрын
All most andvaced chips*
@Fauzanarief-n7i
@Fauzanarief-n7i Жыл бұрын
@@eric7758 Not really, all of the design of chip could be done Outside US. Even Huawei,The most heavily sanction chinese tech companies, still able to design 7nm chip.
@eric7758
@eric7758 Жыл бұрын
@@Fauzanarief-n7i Because they had access to usa software. but the latest sanctions bans everything, so they seem to be doomed.
@ximenagarciaserrano
@ximenagarciaserrano Жыл бұрын
Im an econ major and your videos truly helped me go from a D to a B in my class! Your way of explaining a subject is immaculate❤
@brettito
@brettito Жыл бұрын
Would have liked to see one mention of ASML and how they have a complete monopoly on lithography machines (the physical chip-making machines). But it was probably cut due to time.
@pushslice
@pushslice Жыл бұрын
Covering ASML might have been considered rote. so much Already talked about it everywhere else.
@J_X999
@J_X999 Жыл бұрын
Literally a couple days ago, the Netherlands refused to follow the US on chip restrictions. That's huge.
@Michael-wo6ld
@Michael-wo6ld Жыл бұрын
@@J_X999 ASML is still unable to export cutting-edge lithography machines to China, though. They might not do exactly what the US wants, but they're not just rejecting US sanctions outright.
@koryhaggert2848
@koryhaggert2848 Жыл бұрын
@@J_X999 the USA is pretty much going alone with all of it's usual vassal states (Canada, UK, Australia, Japan)
@daxtynminn3415
@daxtynminn3415 Жыл бұрын
@@J_X999 Bro ASML would not even exist without US capital.
@osvster
@osvster Жыл бұрын
Hey update as for September, China finally getting on 7nm semiconductor on Huawei Phone. The whole reason of keeping Taiwan safe might be gone by now. And the big reason they blocked semiconductor, might be less effective.
@bosounagi
@bosounagi 3 ай бұрын
HAHA! (Jun 6th, 2024)
@on__off2923
@on__off2923 2 ай бұрын
I thought so too... it's a little too late to stop china, they've gone far ahead
@juskim
@juskim Жыл бұрын
This was a great video on chip industry and current global situation of the chip war! I wanted to share something very related where when I was doing my grad studies in chip design, where Huawei was a huge donator/funder for our department's research (note that I have no say in who funds my research and it's up to my Professor and university admins). They essentially use offshore grad students (we get paid less than 15 CAD/hour) for new tech innovations since China still lacks creativity and innovation when it comes to new and state-of-the-art chip designs (although, this is changing very quickly!). There has been a lot of restrictions put on how much funding we can get from Huawei and China in Canada's universities after the chip war ramped up, but it's interesting to see how they still get around restrictions through Academia.
@AI_HQ
@AI_HQ Жыл бұрын
FYI: Huawei has confirmed in a posting on its website reports about its breakthrough in making a light source component used in EUV lithography systems which are required for making high-end processors on sub-10 nm nodes. (DigiTimes Asia - Dec. 26, 2022) 😎👍
@outcastp23
@outcastp23 Жыл бұрын
This video is a little mis-leading, China has already the techonogy, that is design, engineering and the FABs to manufacture Integrated Circuts. Yes it was mostly based on American/Western techonology. Their currect fabrication process is a little behind the West though, I believe China's most advanced node process around 16 nm. So they can happily carry making IC/Chips at this node size. The most advanced large scale node process in the Western sphere of influence is at TSMC which is currently 3nm process. To get below 7nm, you need to move to Extreme Ultra Violet (EUV) lithography and the only company in the world that can do EUV lithography is ASML. All leading FABS (including TSMC, Intel, Samsung) in the world rely on ASML sytems for sub 7nm process. ASML uses some tech/patents from the U.S in their EUV Lithography systems so the U.S. can block ASML from exporting these systems to China. This is the only thing, I have to stress literally the ONLY thing that's keeping China from catching up with smallest node processes in the West.
@coffeerevival7812
@coffeerevival7812 Жыл бұрын
Thank you! Loved the animated maps! It’s very interesting to see a Birdseye view of the global economic and geographical relationships between the worlds key players in the micro chip industry. This was very fun and informative.
@KKOPPONG
@KKOPPONG 9 ай бұрын
If China accounts for 40% of chip sales doesn’t that make TSMC dependent on China for revenue? Not to mention increased competition as China is scrambling to create their own Chips even though they’re currently inferior they’re likely more than enough to power basic appliances that aren’t as integral as weapons development or smart devices like phones & computers? China’s allies don’t owe Taiwan or the US any favours so isn’t that just starting global economic factions in technology? China makes everything much cheaper than anyone else can even imagine. I guarantee no one will be selling cheaper chips than China.
@NiToNi2002
@NiToNi2002 Жыл бұрын
The quality of this video is insane. I hope you and your team get a deal with one of the big networks or Netflix to do exactly this (don’t change).
@Gerwulf97
@Gerwulf97 Жыл бұрын
Cold war vibes were back since the mid-2000's for me, even as a kid. I had teachers in HS that swore tensions would never rise again. Finally the world is waking up.
@Downdownbadbad1
@Downdownbadbad1 Жыл бұрын
What did China do that was bad in this video? Buy US chips?
@nuclearblackhole
@nuclearblackhole Жыл бұрын
Waking up to what?
@czoe6733
@czoe6733 Жыл бұрын
@@Downdownbadbad1 What China “bad” is the tech developed too fast, they “stole “something that US don’t have
@georgebushlover
@georgebushlover Жыл бұрын
@@Downdownbadbad1 shill spotted
@zacksmith5963
@zacksmith5963 Жыл бұрын
@@georgebushlover cis bot spotted Answer him
@ivosilva2796
@ivosilva2796 Жыл бұрын
Perfect timing!! Just when I was self studying these companies working with semiconductors, and learned about these conflits, you drop a video rounding everything up. Amazing content as always! :)
@cowholy3031
@cowholy3031 Жыл бұрын
Huawei: Hello? America? 😂
@letsplay4312
@letsplay4312 11 ай бұрын
Lol ... everything went down the drain....China semicon technology has advanced even further due to their restriction and is now self reliant in semicon industry...good job China 😂
@matchalatte3733
@matchalatte3733 Жыл бұрын
i'm studying ir in college and watching a lot of your video literally helps me to understand certain context and conflict that are taught in class, better. thanks johnny!
@paoloorate2265
@paoloorate2265 Жыл бұрын
USA average IQ is only 85 vs Chinese average IQ of 109. In the long run, the Asians will outsmart the Americans.
@derek1213
@derek1213 Жыл бұрын
all this time I've invested in TSMC, while having no idea the extent of its role in global geopolitics
@snickle1980
@snickle1980 Жыл бұрын
How do you feel about the risk of conflict in Taiwan in relation to owning that company? Assuming you live outside of taiwan, of course. 😁 If you live in Taiwan, you already have plenty of skin in the game. I've been undecided on whether to invest specifically because of that specific risk. Now i suppose it could be said that the _loss of Taiwan_ would be devastating to all of my US tech companies...Also true. What are your thoughts? Am i being a bit too paranoid, or is it reasonable to avoid this area for the time being? It's an amazing company... Almost as old as i am at this point. 😁
@honeythura
@honeythura Жыл бұрын
Thanks for doing this video. I myself work for an American Semiconductor fab that is based in singapore. This encourage me to continue to further develop my career in this field... Thumbs up
@shadykable
@shadykable Жыл бұрын
So glad I found this channel, your videos are very informative and on point! Keep up the good work
@ericaltenburg
@ericaltenburg Жыл бұрын
Johnny: *speculating what China might do next* Chinese military: WRITE THAT DOWN WRITE THAT DOWN
@akippnn
@akippnn Жыл бұрын
To extend on the "everything is silicon," it includes almost every device powered by electricity, except if it specifically uses mechanical parts for their operation (such as light switches). Every device imaginable that you can interact with, you can be sure that it has a semiconductor inside. Of course it can also be a very small part of that device, but many devices it as their major components nowadays.
@adriansfreimanis
@adriansfreimanis Жыл бұрын
Your videos are absolutely amazing, you and your team have done a excellent job of creating a unique and yet modern and interesting way of doing journalism. It's simply amazing.
@tharinduperera4431
@tharinduperera4431 8 ай бұрын
You nailed the episode sir ! I watched the entire thing without a single pause and absorbed a wealth of knowledge and information from your videos. Thank you, sir.
@jesusdamian2172
@jesusdamian2172 Жыл бұрын
I found your channel a few weeks ago. I listen to your videos as podcasts at work all day. Thanks for all your research, work and content.
@jesusdamian2172
@jesusdamian2172 Жыл бұрын
P.s. I only listen to them because I can't watch them at work but trust me I will come back and watch them as I can see you spend time and creativity in video editing and visuals too
@jothammartin5127
@jothammartin5127 Жыл бұрын
Your content is second to none. Thank you again to the entire team for the commitment to deliver quality content. FYI, I am one of the many waiting for the podcast.
@diannejacobs4000
@diannejacobs4000 Жыл бұрын
OMGosh...was this an eye-opening informational report on a topic that now makes sense to me about our world affairs! Thanx SO MUCH for the simple clarification to complex issues of contention!! Great Investigative Journalism!!
@voodoo5011
@voodoo5011 Жыл бұрын
One mistake here, China make their own military chips instead of buying
@Outwardpd
@Outwardpd Жыл бұрын
This does kind of miss the massive corporate espionage problem that companies kept assuring the government wasn't real until we found out it was even worse than that. Which is a big reason the government took these emergency measures.
@mothralord1709
@mothralord1709 Жыл бұрын
You got any news link or sources i can read?
@Outwardpd
@Outwardpd Жыл бұрын
@@mothralord1709 The Carnegie Endowment has a book called "US China Technological Decoupling" that is a good place to start. There are many more but most of them are fairly partisan and either lean too heavily into painting China as an evil entity or the alternative of a misunderstood saint. Most of my studies on the issue was during an engineering ethics class where it became the main talking point due to the revelations at the time. Such as the revelation that China was responsible for the infamous Equifax breach and discussion about why they are just sitting on the Equifax information as it seemingly has never surfaced again and whether that is a good sign or a bad sign. Many case studies on situations of software engineering, electrical engineering, nautical, etc. In private industry, government contracted industries, and even academia. Unfortunately don't have the specific links to the pages we researched for them. But the main thing was China was encouraging businesses and universities to offer lucrative packages to expats to return to China and would offer high ranking and high paid positions and even just straight up property and funds if they brought back 'gifts'. This all started to pour out during the massive increase in skepticism fueled by the pandemic which certainly didn't help with the timing. Many documents became unsealed including the Equifax FBI reports around 2019-2020 as well which further lit a fire under the government to investigate how China kept obtaining so much tech in such a short period of time. That being said I think it is a good thing we are realizing it now and taking steps to protect ourselves. But I do think it is important not to excessive fears about our relations with China. Though that is an entire discussion on its own.
@NeostormXLMAX
@NeostormXLMAX Жыл бұрын
@@Outwardpdlol amerimutts can’t last without starting a new conflict every year
@NeostormXLMAX
@NeostormXLMAX Жыл бұрын
Since it’s founding it has been at non stop war only 13 years in its history has it not been in a conflict
@biggestcomplainer
@biggestcomplainer Жыл бұрын
@@Outwardpd China loves to utilize our laws but no such thing vice versa.
@LinuxLuddite
@LinuxLuddite Жыл бұрын
Small correction: the terms in the semi conductor industry have specific meaning. Fabs /fabless are companies that design the chip, Foundries are the companies that manufacture them. As the semi conductor industry got more and more complex, it increasingly became unfeasible to both design and manufacture the chips and this is what TSMC took advantage of and primarily focused on the manufacturing part i.e. to become Foundry. I think it's only intel who both design and manufacture their chips and that's why they lagged behind in the 7nm race ( according to some experts ). And this also perhaps why apple shifted from intel to TSMC ( according to the same expert). Oh and there's another category in the semi conductor supply chain and that's the OSAT ( Outsourced Semi conductor Assembly and Test) and their job is to assemble, test and package the chips.
@AmandaStapley
@AmandaStapley Жыл бұрын
Intel, micron, Texas Instruments do manufacture here, but I'm pretty sure it's not on large scale like TSMC does. They also own fabs in other countries (even in China so now I'm really curious how that plays into this whole "war") which I'm pretty sure you're right, does the bulk of the manufacturing.
@Fauzanarief-n7i
@Fauzanarief-n7i Жыл бұрын
I think most western people and politician forgot about semiconductor assembly and testing. So even if US have a Fab in US, it's ironic if US have to send the chip abroad for assembly, testing and psckaging due to low cost. More ironic if US have send it to china for OSAT.
@LinuxLuddite
@LinuxLuddite Жыл бұрын
@@AmandaStapley the complexity is in the cutting edge technology i.e. EUV lithography that produces 7nm, 5nm 3nm chips and there are hardly 2-3 players in this niche market. Intel and TSMC are the big ones. Micron is primarily into memory chips and Texas Instruments are into the older generation DUV lithography that produces chips of 14nm and above. Now we are moving into the EXE lithography that would produce the 2nm and below chips and that's where the major brouhaha is. Interestingly there is just one company which produces these lithography machines - ASML. if ASML goes down.... boom! all goes down.
@LinuxLuddite
@LinuxLuddite Жыл бұрын
@@Fauzanarief-n7i OSAT is the least complex among the different stage in the supply chain and that's why there are companies who provide these service and they are not necessarily all from china. Taiwan, South Korea, japan also have a fair share of companies indulging in this stage. And more new players are entering into this market as well. for example, one indian company made an $ 80 billion investment to set up OSAT in india. And many other countries are entering into this market.
@Bolognabeef
@Bolognabeef Жыл бұрын
Fabs and fabless aren't the same thing tho, you should correct it
@bycloxmedia
@bycloxmedia Жыл бұрын
Another important application of microchips is in the field of medicine. Microchips are used in medical devices such as pacemakers, insulin pumps, and other implantable devices. These devices can be programmed to perform specific functions, such as monitoring a patient's vital signs or delivering medication. In addition, microchips are increasingly being used in the field of automation and robotics. They are used to control the movement and actions of robots and other machines, allowing them to perform tasks with precision and accuracy.
@terrancopeland6978
@terrancopeland6978 6 ай бұрын
I saw the Arizona TSMC fab under construction while on a road trip and it is mind bending just how huge it is.
@merrick6484
@merrick6484 2 ай бұрын
And there are about 40 of them in Taiwan from different companies, including TSMC, of course.
@Sanatani_Sherni
@Sanatani_Sherni Жыл бұрын
Your Consistency and Quality of Content Never Dissapoints Us..💖💖 True Journalism...Deserves Applause...❤️❤️❤️❤️
@user-op8fg3ny3j
@user-op8fg3ny3j Жыл бұрын
stop copying other people's comments
@johnnyharris
@johnnyharris Жыл бұрын
thank you! comments like this make it all worth it!
@elnorton7113
@elnorton7113 Жыл бұрын
@@johnnyharris racist as hell.
@paoloorate2265
@paoloorate2265 Жыл бұрын
USA average IQ is only 85 vs Chinese average IQ of 109. In the long run, the Asians will outsmart the Americans.
@Sanatani_Sherni
@Sanatani_Sherni Жыл бұрын
@@johnnyharris you replied...❤️❤️❤️😇😇😇It made my day...
@moviebad109
@moviebad109 Жыл бұрын
Gotta say, just found your channel today and I love it so far. Concise, informative, and hitting so many different topics. It’s a person with chronic intellectual curiosity’s dream channel.
@afrowave
@afrowave Жыл бұрын
Thank you Jonny and the Team for this very interesting topic. As we are looking at this, is it possible to do a piece on the "de-dollarisation" and the appearance of a "multi-polar" world and how China is courting Saudi Arabia to join the BRICS? This should be super interesting for those who need to see the "chips" (sorry 😀) fall into place.
@adaum4534
@adaum4534 Жыл бұрын
I echo this. Please cover Feb 04, 2022 - First day of Winter Olympics. President of the People’s Republic of China Xi Jinping & President of the Russian Federation Vladimir V. Putin issued a historic joint statement of unity and alliance from the Winter Olympics. With the world’s attention on this spectacular display of human achievement, healthy international competition and cooperation, the East made a grand gesture and extended an olive branch to the West. They welcomed a 5 member state worldwide nuclear peace treaty. Of course, it came with strings attached, like the West treating the East like an equal (multipolar world). Of course it came with significant pressure, those 100K Russian tanks were already there, sitting on the border waiting for the West to respond. A fleeting precious moment in time for humanity, one we can never get back. The West declined and Russia invaded. A monumental disaster and infinitely tragic display of contradiction of the human condition. Provided humanity survives to tell the story, I think this will be marked in history books as the official start of cold war 2.0. The point of no return. Sadly the content of the joint statement or even that it happened went largely ignored by MSM and those who covered it did a terrible job editorializing the content.
@soheil527
@soheil527 Жыл бұрын
@@adaum4534 while he was murdering Ukrainians whom he calls brothers
@riewong8155
@riewong8155 Жыл бұрын
China does not only buy chips for military, in fact most of the chips were assembled with your PC, smartphones, etc. And sold back to the world. And you didn’t talk about how China managing to catch up the advanced chip manufacturing these years.
@RobertJamesRiopelle
@RobertJamesRiopelle Жыл бұрын
Interesting video, cheers for that! I see parallels between the geopolitics of microchips with that of lithium. Would be interesting if you did a video on the Lithium Triangle and how Sino-American competition implicates the green energy transition
@Moneyyfloyd214
@Moneyyfloyd214 Жыл бұрын
Lithium is the new white gold
@joepphoto
@joepphoto Жыл бұрын
Your videos are so insanely in-depth but understandable. I can't understand how you keep putting this stuff online. I'd get burned out for sure. Big respect and thank you again Johnny!
@Redisia
@Redisia Жыл бұрын
You missed a huge bit... The ASML (EU) has the lithography machine market cornered. They are also trying to boost chip manufacturing on the continent. Going to be interesting to see this unfold
@blox4513
@blox4513 Жыл бұрын
Microchips are not "tiny pieces of metal that run our world".
@Lavender_grass
@Lavender_grass Жыл бұрын
The breakdown and explanation is so well thought through. It's always a pleasure watching your content 🙌🏻
@guitarherowithjack
@guitarherowithjack Жыл бұрын
Is Johnny's next video going to be about poker to complete the Chip Trilogy?
@petioleyu
@petioleyu Жыл бұрын
I am a citizen in Taiwan, and the biggest problem in Taiwan right now is that there are too many CCP collaborators, and it's becoming a serious national security issue.
@dingyipu9372
@dingyipu9372 Жыл бұрын
What's wrong with what the Taiwan government is doing? They moved the most valuable enterprises to the United States, installed and debugged these machines, and then taught American engineers how to use them. After the task was completed, they were ready to be acquired by Americans. Japan has done these things before. Now the remaining people are cleaning the battlefield in earnest. What's wrong with this?
@stemnasticsllcsmith1030
@stemnasticsllcsmith1030 Жыл бұрын
This video was very informative and helpful.
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