Semiconductor Chip War: America's Edge Over China

Patrick Bet-David explains the importance of semiconductor chips and how the United States and China compare in their chip-building capabilities. PBD also discusses how the Biden administration's new restrictions on China are making it difficult to build their own semiconductor chips.
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Patrick Bet-David is the founder and CEO of Valuetainment Media. He is the author of the #1 Wall Street Journal Bestseller Your Next Five Moves
• China’s Catastrophic E...

[@cleve21ful]

What America has over China is the current tech and the lead over China. The sanctions have already hurt Chinese companies, but have also hurt Korean, Japanese, and Dutch companies from American blockade. This has forced the Chinese to start up their own semi industry. I think the American sanctions and blockade on China will really help China in the long term for some of its core tech industries. It will force them to innovate instead of purchasing or copying tech. Maybe in 5-10 years, we might see a different leader in this industry.

[@nicks6131]

American Sanctions, is really hurt American economy and our company. Chinese import a lot of chips, spending Billions every year. Now semiconductor company loss Billions of dollars per year.

[@user-hc3em9pz7z]

I dont think we will see a different leader but I think we wont have much of a leader anymore as america is doing good because its america and china with its incredible talent pool

[@lx051225]

@@user-hc3em9pz7z but the question is did those talent people working? At least half of the people in America are smarter than Biden。To block China, Dutch and Korean companies are given time to complete existing orders until next year. If the United States makes it difficult for China to buy, instead of trying to block it completely. It may be more effective to force China to manufacture its own chips. The United States believes that China will never be able to produce them. However, Huawei's latest chips may only be 3 years behind the United States. What if China really succeeds?

[@user-hc3em9pz7z]

@@lx051225 then nothing happens we would just lose our superpower status.

[@TheAaafirst]

​@@lx051225china will eventually succeed, it's just a matter of time. Same for jet engines.

[@asezangozo1914]

There is one thing u failed to mention the most important in chip manufacturing which is your gallium and germanium who produces that who controls it. You also failed to mention that it turned out that when export bans were imposed it turned out China had already invested and acquired technology in producing 7nm chips. By limiting exports to China it just forced them to develop their own quicker than expected they did that by diverting the funds set purchasing chips to R&D which led to those chips being manufactured sooner. Then the US pressured ASML to stop exports of Lithography machines to China turns out china had already acquired enough knowledge and had already invested in producing their own and had already ordered many of ASML machines. Here is the kicker the US ban on export of chips has resulted in the bankrupting of its own chip companies and reducing their market share, while giving that market share to Chinese companies further has fostered a development and forced the increase of the manufacturing base in China. Now not only are they catching up in producing advanced chip making but their manufacturing base is becoming unrivaled soon they will be self sufficient then US firms will never claw that market share back and will find it hard to compete. Why do you think the US tried to woo TSMC to Arizona and it's now ending up in a disaster. This is simply because China blatantly told Taiwan the US was stealing their technologies and would follow that one with eroding their skills base then send Taiwan to war against China. The founder of TSMC realised it then pivoted by making it as difficult as possible for the US plant to succeed buying time and giving the Americans to invest more which they have issues doing. The Chinese then dealt a blow to the US bubble by releasing the Huawei Mate Pro without even building hype around the phone sending the US chips manufacturers into frenzy. This proved to the US that they are too late the Chinese can go it alone at this point leaving companies like ASML, Qualcomm, Intel scrambling to rescue their marketshare in China.

[@asezangozo1914]

This has now infuriated the US to a point where the only way to keep that dominance over this sector is to force China into a war so the US can destroy the Chinese chip industry like they did Noord-stream oil pipeline. The kicker here is that there are a few countries that want war with China in the Asian Pacific. And in terms of Geography the is no way the US takes on China and comes of unscathed it's a sure thing that the US Navy will be destroyed in the Pacific leading to the US Airforce being grounded of flying one-way trips because of the distance. South Korea, Japan find wanna take on China. This was proven when Kim Jong UN went to Russia and all of a sudden Japan wanted dialog as soon as possible with Kim. South Korea quaked. US is loosing power to China and now wants war with China but there are no takers.

[@ttfan3257]

Most useful insight in here, other comments are just gullible and naive

[@mrraam2151]

💯💯

[@SWISSMUSICFC]

Dude says one thing you failed to mention; gos on to list 20 opinions and copy n pasted info from Wikipedia 🤦‍♂️

[@sro931]

Of course he only said what he wanted to say to cheer himself up. He would only say comforting things, but it was impossible to tell his weaknesses and defeats.

[@buzzard720]

Americans talking about bullying from a position of power, oh the irony..

[@elitesocialnetwork4574]

Exactly what I was thinking!

[@johnsmith-cw3wo]

@@elitesocialnetwork4574 Russia is INVADING. - America is spreading FREEDOM and DEMOCRACY.

[@ulikemyname6744]

You got it pretty good from the American "bullying"

[@buzzard720]

@@ulikemyname6744 .,. I got it pretty good from my own level of awareness lad.

[@ulikemyname6744]

@@buzzard720 You got it pretty good with liking your own comments as well 🤣🤣🤣

[@keirenle]

I am no expert but from what I have heard, super computers and military equipments does not need advanced chips as spaces are not an issue. The 2 fields that required advanced chips are: AI and mobile phone. Also, let's not forget that China technology is very advanced now, evidently they passed US on patent applications this year. China is a manufacturer capital of the world, I think we can all agree on this point. So they have a buying power that no other countries can afford so lose this market means that chip makers will loses they vital income and eventually, a competitive edge???

[@mrteacher1315]

Most military chips are in 100nm to 400nm range due to radiation hardening and extreme temperature requirement. Ultra advanced chips like those used in consumer phones would not be able to survive radiation hardening and extreme temperature requirement. NN (Neural Network) and DL(Deep Learning) actually benefits from GPU architecture used in many gaming machines since NN/DL benefits from parallel processing. Size matters if you want a gaming laptop.

[@mrteacher1315]

@@tooltalk RE: "China is a low-tech, low-value manufacturer capital. There is hardly any high-tech manufacturing going on there. >> So they have a buying power that no other countries can afford

[@sro931]

As is trying to compete and suppress China. However, in doing so, the US actually pulled its allied countries into the abyss. It harms many of its own companies and even companies from its allied countries

[@ulikemyname6744]

Size definitely matters! If we take China's most powerful supercomputer and America's most powerful supercomputer we see that the American one is about 10x more powerful. Yet the electricity that they consume is almost the same with America's Frontier consuming slightly more at peak. The Chinese consume 18MW while the American consumes 21MW. Imagine if China wanted to make a computer that is just as powerful? And now things started to matter once again!

[@ulikemyname6744]

@@mrteacher1315 That research is based on patents and not on tecnologies that were actually implemented. Not to mention that the vast majority of patents remain on paper

[@isoryte201]

Hey PBD, you always make good videos but this one, naah. It's all presenter's bias if not outright propaganda. When it comes to semiconductors and chips, China has the upper hand right now. Yes China used to be weak or low in the production of chips and semi-conductors but instead focused on advanced techs that use chips as inputs. And China has been the biggest consumer of chips, over 50% of global chips volume are consumed by China. So China provided the market for chips and semiconductors. When in 2020 US thought it can use semiconductors and chips to slow China down, US rung up its allies. Yes, China suffered shortage initially but went ahead to invest heavily in R&D and have gradually boosted its local production, in quality and quantity, to meet its domestic needs. Present situation, where we are now; China has cancelled chip orders from US, Japan, S Korea, Netherlands, Taiwan running close to $1T with a T. US is now sending emissaries to plead with China to reconsider the chip order cancellations. The so-called allies have broken up with US and are also at China's doorstep begging China, promising to supply every chip China needs even at cheaper rates. Some of these businesses are now running at 10% capacity, others temporarily shutdown production as unsold stock have piled up. Next chapter, China will mass produce and flood the global market with cheaper chips to kill off US and allies semiconductor businesses. Within the next 5 years, US and allies will be buying chips from China after their chip businesses have been wiped out. That's where the train is headed non-stop.

[@ahmadmozez5084]

your efforts and essay are highly appreciated

[@cspdx11]

True on all counts

[@YourPalHDee]

PBD talks a lot of nonsense when it comes to subjects he's not learned on.

[@morbidbushido]

I was looking for one of the smartest comments in the room...you're it. Its as if PBD's info stops at 2020

[@ahmadmozez5084]

@@YourPalHDeei love him but he is too confident and fast with his judgements which costs him some errors, he pushes too much on one sided narrative...

[@dallelo2849]

I disagree with some of PBDs views but this man is putting out some great content everyday. He has become my must watch channel every morning

[@vaevictis_]

I love these informative videos over the podcast stuff as well

[@dr.wolfstar1765]

I love his passion but I think unfortunately he is letting his bias cloud his judgement recently

[@reylove33]

I love Pat and I admire him but he has some catching up to do with what’s happening and who is pulling the strings. Not fringe enough. It’s a yawn to me at this point. The man’s playing it safe or he just doesn’t see a bigger picture.

[@Drewdlogan94]

He’s a money guy. One thing that’s for certain is he is going to do what gets him more of it. He is gauging what everyone else is saying online and their opinions, then he plays into it.

[@remix-yy1hs]

​@vaevictis_ these are not real information. He only tells half truth. Only the American propaganda

[@wongwk4670]

This guy is truly detached from reality. He made this video merely to entertain his audience who are looking for the same narratives that fit in their expectation and gained some pleasure from it.

[@clipwat1511]

Couldn’t agree more.

[@zengpang3177]

He is an American indiott

[@zengpang3177]

He is an American indiiott

[@1000xtati]

It's his job, he's obviously a propagandist

[@willyhill7509]

I hope you are right about China, but I aren't sure, the EU's trade deficit with China has gone from 200bn to 400bn since 2020, Germany from 10bn to 100bn.

[@joselopez-he1mc]

Good stats youre sharing. He left out their new phone propaganda which is touted as 2018 tech so watch out world! Most assumed they were 10 yrs behind instead of 5. Others are saying its really not their tech. They really need a win with all the chickens coming home to roost for them.

[@weishi9804]

Main export from Germany/Europe to China were high tech production equipment.

[@ambition112]

0:12: 🔌 The global shortage of semiconductor chips is causing significant delays in car production and impacting the automotive industry. 3:48: 💰 Gold is an important part of a diversified portfolio, with a market cap of $1.8 trillion and a compound annual growth rate of 9.24% since 2000. 6:59: 🇺🇸 The video discusses the bipartisan support for investing in semiconductor manufacturing in the US under both President Trump and President Biden. 10:18: 🌍 International restrictions on semiconductor equipment and investment are impacting China's ability to produce advanced chips. 21:37: 📈 China's position as a buyer and seller in the global market is smaller than expected, indicating potential trouble for China. 13:53: 📊 The video discusses the different types of semiconductor manufacturing and the leading countries in the industry. 17:54: 📊 The video discusses the changes in US trade with Canada, Mexico, and China over the years, highlighting the impact of tariffs and the COVID-19 pandemic. Recap by Tammy AI

[@Booz2020]

Slava 🇹🇼 Heroyam TAIWANese 🦾

[@asamoahemmanuel4632]

Being a sovereign country is always a threat to US national security 🙄

[@Sanyu-Tumusiime]

China is the best 🇨🇳. Glad I moved from Texas to China.

[@LeviTheVigilante]

@@Sanyu-Tumusiime Ngl I would’ve moved to China if I was living in the shitty states of America. You made the right choice pal

[@andrewkang5962]

You of all traitor! I hope you meet your faith soon.

[@jim-ce5kt]

Dumb??/, or better yet, a TROLL!!!!

[@jim-ce5kt]

Another want to be slave.

[@mr.g3940]

With the SMIC 5 nanometer microchip that Huawei is using, you can stick your charts up yours Patrick.

[@riazmahmud2071]

No mention of Huawei ‘s new nano Chip & Mate60 phone on the market!

[@xavlar4144]

This is pretty misleading data that doesn’t support your initial issue of “trying to understand different level of chip manufacturing” that BCG didn’t include. Let’s break down some points by the way it was presented. First off, ASML has a strangle hold over lithography equipment bc of US subsidies that greatly benefitted the company during the 90s, so they may feel like an ally who ‘owes’ us as of today… but their current negative view on China can change in a second if it’s in their economic interest to do so. Same could be said for any other country (e.g. Japan, who had hope to be the leaders themselves). Also, saying ‘China doesn’t have access to such lithography equipment’ is potentially (don’t think we can confirm yet) contradicted by the fact that Huawei’s was able to get access to a 7nm chip. -The “Market Share of Global Semiconductor Supply” needs to be further examined. Every single company needs Assembly and Testing. That is to say, if chips are manufactured in US but then turn around and have to be shipped back to China for Assembly and Testing, you run the risk of IP being stolen. In terms of IP theft, China is known for state backed support of IP theft, a good case study is Micron. This kind of leads us back to export controls we initiated and our concerns that they haven’t been working as intended given Huawei... But getting back to the topic of A&T, China AND Taiwan being involved so heavily in this part of the manufacturing process is EXTREMELY concerning, given China’s intentions over Taiwan and their prior history of IP theft. -Fabless ‘supply’ could be concentrated in the US, but like you said, fabless companies don’t make anything. These companies simply design and send their designs to third party foundries for manufacturing (biggest are UMC and TSMC, in Taiwan). Like before, it is EXTREMELY concerning China AND Taiwan make up the majority of foundries as IP could be stolen. - Missing raw materials (I.e. rare earth/minerals) that are extremely concentrated in geopolitically sensitive areas. For example, China has over 90% of the global germanium supply. ANY restrictions on rare earth supply that China imposes (like they just did for germanium a month ago) is going to significantly affect the supply chain and/or the business landscape of US semiconductor companies. -Simply saying China being a “buyer” of most of these chips completely disregards the fact that most of this are white label goods (I.e. chips bought by China because they are need them to produce a finished good for another [likely foreign/US] company). The concern is that, with their “Made in China 2025” agenda which is looking to locally source the chips by injecting $150B worth of local to significantly reduce reliance on importing these chips, the foreign (e.g., US) semiconductor companies will lose significant streams of revenues to the point they may not be able to stay in business. You have to look at how much we rely on finished product exports from China to better understand the gravity of the situation. These are just a couple of points to take away on why we’re in a bit of a “oh shit” moment

[@mrswjr4061]

Integra Technologies in Wichita does assembly and testing

[@NorCalMoDo]

Don't get too serious with the talk heads

[@fangzification]

@@NorCalMoDo Pat is for sure very much out of depth on this one. Should just stick to businesses that deal with sales instead of those with complex supply chains.

[@mrbit-cz9pl]

You fail to mention China current technology in cpu, gpu and can't even run Crysis that was release back in 2007.

[@fuel9220]

The only chips our government cares about are chocolate chips that go on the top of Biden's favorite snack, ice cream!

[@justinvanburen8259]

Thank you for the update and advice!

[@mtudidaniel9585]

It will come a day when China will have the up hand in these technologies. Chinese people are one of the fast learners, they adopt and improvise in short period of time. Wait and see

[@yuanxizhang7700]

As much as I appreciate your effort of putting these data together, these data are really old and doesn’t represent what’s going on currently in the semiconductor field

[@bpeng2000]

Huawei's 100% domestically-built phone is outselling iPhone in China... and this guy does not mention it.

[@mrbit-cz9pl]

LOL China current technology in cpu, gpu and can't even run Crysis that was release back in 2007.

[@teoengchin]

USA still leading consumer of potato chips though

[@sevensages5279]

Yep , they even include the toxic oil at no extra charge!

[@Topknowledge_187]

No its the netherlands we got the best chips in the world we got a chip so small you cant see it with your eyes most powerfull chip what did guys talking about is all because of the netherlands we gave yall this knowledge

[@amiithan4992]

🤣🤣You're absolutely spot on 👍👏👏👏👏

[@albertjohnhattingh3018]

And America is not bullying the world.

[@jkuang]

Technically Taiwan is an island. It is a geological term. The country is called Republic of China, which has it is capitol currently situated in Taipei city, located in an island called Taiwan. Republic of China claims the whole China, including Mainland China which is currently has a different government called People's Republic of China, which has its capitol situated in Beijing City, located in Mainland. People's Republic of China also claims the whole China. In essence, also all chips in this world are made by Chinese, except for a small portion made by Koreans and even smaller portion made by Japanese. Of course chips are invented by Americans. And here we are.

[@Booz2020]

Slava 🇹🇼 Heroyam TAIWANese 🦾

[@kamsunleong6648]

Finally someone who is aware that Taiwanese are actually Chinese.

[@jkuang]

@@kamsunleong6648 Most people are aware that Taiwanese have Chinese culture. They think of Taiwanese similar to what people think of Brits and Americans are the same ethnic group but different nationality. And that is where the argument starts. Is Republic of China a different nation from People's Republic of China. So the people who SUPPORT Republic of China prefers using the term "Taiwan" instead of "Republic of China" in their argument. That is because "Republic of China", specially the "Of China" part, give people pause if they are the same nation. After all, "Of China" has a strong implication of same nationality. In another word, Word Matters. LOL 😁🤣

[@mrteacher1315]

Most military chips are in 100nm to 400nm range due to radiation hardening and extreme temperature testing requirement. Most advanced chips are actually used in top tier consumer cell phone, not military hardware. Even Russia could and actually make some of these chips.

[@weishi9804]

It just official reason, don't take it at face value, they lied (and screw allied in process.).

[@zxs2170]

In August 2023, Huawei launched a brand-new smartphone Mate 60 with China's self-made 7nm chips. It probably means China soon will have the ability to produce and export >= 7nm chips, covering around 90% of all the electronic devices and equipment listed by PBD at the start of this show.

[@gedcaeneus4628]

Believe chinese propaganda? How many booster you get? Lol

[@YourPalHDee]

But most of the industry has already moved to 5nm and 3nm. I doubt we'll see many 7nm devices built past 2025.

[@minhloi4536]

​@@gedcaeneus4628 did they not make Mate 60 with 5g lol what are you smoking 🚭🚭🚭 Apple can even built 5G for their phones What are you eating HTC cookies???

[@OAlexable]

​@@gedcaeneus4628😒🙄

[@OAlexable]

​@@YourPalHDeethe point is they are beginning to produce their own chips🙄😒

[@geteducatedbyTed]

I have been saying semis are a huge national security interest as I have been in the industry for 25 years. Thanks for educating the masses.

[@Booz2020]

Slava TSMC 🇹🇼

[@dannytadashi4235]

@@Booz2020SLAVO TSMC YO MAMA HAHAHAHA LOL 😂😂😂😂😂👎👎👎👎👎👎 love my awesome and beautiful China country always 💕💕💕💕🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳 love Vietnam 💕💕💕💕🇻🇳🇻🇳🇻🇳🇻🇳🇻🇳🇻🇳🇻🇳🇻🇳🇻🇳 love Russia 💕💕💕💕🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺 love Thailand💕💕💕🇹🇭🇹🇭🇹🇭🇹🇭🇹🇭🇹🇭🇹🇭🇹🇭🇹🇭🇹🇭🇹🇭 love Singapore💕💕💕🇸🇬🇸🇬🇸🇬🇸🇬🇸🇬🇸🇬🇸🇬😂😂 love Lao’s 💕💕💕🇱🇦🇱🇦🇱🇦🇱🇦🇱🇦🇱🇦🇱🇦🇱🇦🇱🇦🇱🇦🇱🇦 love Cambodia💕💕💕🇰🇭🇰🇭🇰🇭🇰🇭🇰🇭🇰🇭🇰🇭🇰🇭 love Myanmar💕💕💕🇲🇲🇲🇲🇲🇲🇲🇲🇲🇲🇲🇲🇲🇲🇲🇲!!!

[@GregoryCunningham]

Biden Administration did an excellent job recognizing this.

[@seanlee3863]

There's a saying other than the US, only China and Russia are truly sovereign countries. Every other country is constrained by US interest

[@ShaunPrince]

Information packed, relevant, logically structured and entertaining. This show is gold.

[@madonnasfangirl9631]

Pat gets his cherry picked facts from CSIS, a CIA funded think tank 😂. Sorry to burst bubble

[@thetruthwithproof8802]

Love Patrick

[@Kizz217]

@@madonnasfangirl9631You get your fax from CNN and liberal media

[@ezequielchavez6128]

You guys in the US are so biased, that you can accept that you are about to been left in second place, so you complain, put restrictions, lie, and manipulate the free market... very similar to the left you always complain about. China is very capable of producing its own chips, with this ban you are incentivizing china to produce their own staff. You need China a lot more than China needs you. You keep sending the green paper to China in exchange for real stuff. I wonder what will happen if China decide to get rid of all the green paper and the US bonds. You keep poking the big bear because is free, because still asleep. You to praud, you have to work harder as a countries to avoid China to go over you, they do work hard, complaisency is what brings empires down. And by the way, china is veeery innovative, is one if not the most technology advance country in the world, Open your eyes guys.

[@johnsmith-cw3wo]

@@madonnasfangirl9631 lol... US forced China to enter in a race they did not even wanted to enter. Huawei would not even have a chip today (why spend billions on R&D) if they could just buy it from TSMC.

[@TremayneDouglas]

Both Valuable and Entertaining 👏

[@AndreaPick]

Fantastic video. Thank you for your time and trouble to bring it to us.

[@3isaiah61]

TYSM...SO INFORMATIVE & ALWAYS LOVE THE DATA!!!

[@maxdaigle4822]

one thing he did NOT mention is, China is building capacity for high end chips for some time and made it publicly known last month. dont underestimate China.

[@mrbit-cz9pl]

You fail to mention China current technology in cpu, gpu and can't even run Crysis that was release back in 2007.

[@user-on2sb1er8c]

So glad you brought this to light. I'm in the business and this is a Huge problem

[@retroautodetailstl]

This is the content I want to hear about. Thank you for taking your time to educate your followers.

[@jacksonmichael5603]

Pat, I salute how you unpack data...Dope!

[@tilmanreiss]

This bill will just force China to build up their own chip industry.

[@gti500]

They already have.

[@johnsmith-cw3wo]

@@gti500 lol... US forced China to enter in a race they did not even wanted to enter. Huawei would not even have a chip today (why spend billions on R&D) if they could just buy it from TSMC.

[@Booz2020]

Make 🇹🇼 Great Again 💯

[@MaxStArlyn]

22:03 Miss information, the USA and their other lackey countries , banded Huawei for many years before CΗίΝαbanned Apple. Stop the manipulative narratives.

[@alicassidy8913]

How advanced are they thou?

[@jonathanrumbolt4063]

Hmm. You said US is against China and pushing Netherlands to stop selling chips. And Japan going with the US and stopping products. Then you said it's the world against China not just the US. Seems to me it is the US against China and US telling the rest of the world to stop doing business with them

[@alxdava2004]

And the "rest of the world" being just the western countries which represents only 16% of the total population of the world.

[@davidcheng4370]

It the west and India not the world . Over 140 countries back china all the time

[@RP0720]

Pat, you are the greatest. Thank you for this info.

[@geng8667]

Thank you for this informative video!😉

[@oshandesilva1744]

China don’t innovate 😅 , China has 5G , do USA have their own 5G technology?

[@OnlineMarketingHub]

These people live in a bubble. They think the world revolves around the USA and other countries, especially global south, cannot innovate. Let them be who they want to be. The day will come.

[@stefanomaurino8201]

Americans living in a bubble. It’s fine if China is underestimated, China is always humble. “Pretend to be weak, that he may grow arrogant” Sun Tzu

[@ttfan3257]

@@OnlineMarketingHub u r right, feels ;like an echo chamber , people patting themselves on the back , saying USA is still #1 , and will remain so... Remember the Tortoise and the Hare?

[@LandryKamdem]

We will all be loosing in that matter. China being the largest semiconductors market, US semiconductor companies not selling to China, that means theirs profits will drastically drop.

[@agisk.3818]

You blew my mind with the analysis. Great work!

[@f.s.4946]

Great info. Thanks

[@padronopusx6460]

Why aren’t we making “dumber” cars? I’m sure many people would rather have a new car right away than have Bluetooth

[@sevensages5279]

Then the govt can't track your every move! 😮🫨😵

[@joeblow1942]

@@sevensages5279. Yup. Can’t track and shut off.

[@chriscain7333]

If we are making dumber cars, others make smarter cars, and we keep our domastic consumers "happy" by rejecting these products coming to our shore, we will quickly lose the tech edge and regress to "stone age" exomomy comparatively.

[@joeblow1942]

@@chriscain7333 Let the market decide. I would prefer spending X thousands less on a dumb car.

[@chriscain7333]

@@joeblow1942 the market will definitely not, for a million years, choose inferior products to proliferate... And a scarier thought is, if they keep making smarter cars, their manufacturing process will get more automated, neaning reduce cost over time, it will to the point, a lot cheaper than the dumber cars that we make which supposedly "cost less". Better to struggle than surrender my friend.

[@isasaleh1508]

I don't think it's wise for any country to rely only on the United States. They will eventually work around whatever obstacles are place on the way. China may be in trouble but it took a partnership accross continents headed by uncle Sam just to slow them down.

[@torelloBank]

''partnership''? LOL, you means forcing USA will to its allies/servants

[@yahsyout5450]

great video..really put a lot into perspective for me. hope everyone stays aware n prepared during these times

[@rockychan4739]

You did not mention China was trying to unite with Taiwan since the founding of the PRC in the 50's. Semiconductor is just an excuse to stop the unification

[@dnn32]

I didnt watch the video yet. But from what you wrote, you are right abt it. The u.s is trying to make excuses for Taiwan to not reunify with china. China has been opposing taiwan independence since 1950's.

[@southtrill13]

They have an agreement in place. They should honor it.

[@mrbit-cz9pl]

@@dnn32 US and Taiwan are allies and that why US Army Green Beret are station in Taiwan for endefinity.

[@UbermanNullist]

Samsung Foundry will start producing 3-5nm semiconductors as scheduled in Texas, USA by 2024. There will be no delay in the schedule. We had a trilateral meeting at Camp David and the destiny of the global semiconductor industry was already made there.

[@thehungrywolf69]

Thanx for the info… 💯

[@josheberth2541]

Great video Pat!

[@MBritos]

Decent analysis but you forgot one important component and lever that China has - the control of rare earth metals!

[@bossybee8888]

I’m in the semiconductor industry & making sure my kids are as well. It’s one of the safest industries to be in & the compensation is phenomenal

[@bidmcms3]

Where do you have your money invested? $SMH? $NVDA? Just curious

[@cosmokramer7396]

What kind of job do you do in the industry and what kind do you recommend for your kids and others?

[@123eragoggle]

Glad i got into the industry 2 years ago.

[@fangzification]

EDA, fab, or...?

[@davidcamarena1276]

how do get into the industry

[@tannyschristy8912]

Great Podcast once again!!!😊

[@leomalinda2467]

Thanks PBD!!!

[@michael414x]

I think you have a very biased assessment of the whole situation. Huawei just produced a 7nm chip in-house, somehow with all these restrictions. Also, China has invested massively in chip R&D and has the highest number of university graduates in STEM. With all that motivation don't you think it is a matter of time before they catch up even with all the restrictions. Don't be blinded by American exceptionalism

[@sevensages5279]

He's blinded by limited intelligence!

[@NorCalMoDo]

America is #1

[@gti500]

​@@NorCalMoDoIn potatoe chips

[@user-hi5ss9wx4g]

"7nm" and "R&D" 😂

[@vijayarajan3276]

I learn more by reading the comments instead of the video itself

[@VidadeDios11]

Fantastic great presentation

[@timothyquah5678]

Thanks!

[@chancelloradams1273]

Love what you do ! Been watching for about 2 years now and I can really say I truly value the time you take to create information of this standard.

[@madonnasfangirl9631]

This Pat guy is a idiot, cherry picking his own delusional facts 😂

[@aryman1877]

Agreed, very merithoric fellow

[@johnsmith-cw3wo]

@@aryman1877 just not up to date... that is China.... SOOOOOO much have changed already from 2020. would be shocked how much 3 years means for China in general. think about it... not even 3 years... just 3 months ago China did not have a home made 5G chip... now they have.

[@MaxStArlyn]

22:03 Miss information, the USA and their other lackey countries , banded Huawei for many years before CΗίΝαbanned Apple. Stop the manipulative narratives.

[@darthvadeth6290]

You've been consuming this garbage CNN 2.0 echo-chamber channel for 2 years? God that's sad lol

[@ice-cold4342]

If all these chip companies and equipment manufacturers can’t sell to their biggest customers doesn’t that hurt them as well?

[@johnzielinski2220]

I am in the technology biz, this was outstanding! Well done!

[@alxdava2004]

Nope. Not at all. Sloppy on all info presented.

[@bluestacks9229]

so which stocks are good to buy?

[@heartmalyrics]

This is a quick but deep summary of the current global chip manufacturing market

[@user-fp6nu2uk6d]

Awesome show as always!! ...where has Kyle gone??

[@grasulas]

great video

[@carygee]

Hany, thanks for making this pod. Started watching Jesse since the pandemic, smart kid.

[@oduntanfawaz2112]

I really love the breakdown...you just explained what we in the rest of the world can prioritize on to gain leverage in the international community

[@mahalallel2012]

In the Electronics Service Industry, all the chips are coming from China these days, we use to buy from Japan

[@davidcamarena1276]

i have a factory in mexico lmk how i can help

[@christopherhutchens8077]

Why is this the top comment?

[@DD-si6oo]

Great video!!!

[@apismasters8926]

We have been to ASNL Headquarters! in Veldhoven, NL 😊

[@freiermann7]

There are 7 massive chip plants being built in the US right now. Problem is there isn't enough steel for all of them. A lot of that we got from Russia. One company is hoarding a lot of what we have but they are releasing some since they don't need it right now. Another issue, some of them are considered sovereign territories of the countries that own them, so don't think these are US chip plants. They are multi year projects so don't expect them to be cranking out chips anytime soon. One is a 15 year project that has only been worked on for the past few months.

[@Joe_Fauci]

I am a big follower of PBD and I just got out of the navy and got a job at Global Foundries as a maintenance technician in the main fab that implants ions on the wafers. I am thrilled to see this video, thanks for the content!

[@jamesquinlivan7876]

I just retired from there, well 2 years ago. Prior to that I worked for IBM. Good luck and wish you the best

[@Joe_Fauci]

@@jamesquinlivan7876 Thank you James, much appreciated.

[@kw7796]

Fantastic insight !

[@ahmedp8009]

19:47 those are some nice graphs!

[@oliround]

PBD is capable of turning one full breath into 1000 words

[@glennfreo6651]

love your podcasts and they're very informative. but you gotta do more research about China's chip development.

[@jaysee8810]

what is missing?

[@minhloi4536]

@@jaysee8810 if china have the tools, they will eventually be able to produce advance chips. How they made the chip in mate 60 with 5G lol And Taiwan was never a chip thing for china. From the very beginning it was a civil war issue so Pat is misleading.

[@OzzyBloke]

​@@jaysee8810china also controls the flow of rare earth materials used to make chips. They've now banned export of these materials so any western made chips will be multiple times the price that China can make domestically.

[@johnsmith-cw3wo]

@@OzzyBloke lol... US forced China to enter in a race they did not even wanted to enter. Huawei would not even have a chip today (why spend billions on R&D) if they could just buy it from TSMC.

[@embassylifeinternationalmi1500]

THANK YOU!

[@sangnguyen9161]

Many thanks!!

[@bobmorane4926]

Funny !!! Not a whisper about Huawei' recent breakthrough and comeback !!! One of the most misleading videos I've seen so far about the chip war.

[@MGC_Saltlife]

Eye opening content! I learned a lot on some simple things being clarified! Keep up the great content PBD.

[@Gzoratto]

Trump talked CHIPs, healthcare and infrastructure. Biden executed.

[@remix-yy1hs]

You need other sources. If this is your only sources I feel bad for you

[@cuju-virtuose]

​@@remix-yy1hswhat are youre sources sir?

[@Gzoratto]

@@remix-yy1hs I'm also eager to learn, what's your alternate view?

[@hi-q2261]

Cheers Pat you explain this stuff in a very well Let's just say down to Earth way 👍

[@davidgiffordsr.930]

Thanks. Great news imho.

[@Lol_Pig]

This is by far one of the most informative shows on the web! Thank you PBD & team! 🤜💥🤛

[@enzoh7763]

You think ? Check it all again . Fundamental business equation , , Seller >buyer>buyer>consumer. There's a exchange / flow of money . Break one ,, the chain is broken . Seller > buyer - stop , because no more buyer and final consumer , And Seller has all the product/ inventory but no sales =no revenue . Manufacturer has machines, Machines that is working is making money . Idle machine just mean a pile of junk . GREAT ENTERTAINING VIDEO . VALUE = great , keep me awake on driving , with propaganda twist.

[@darthvadeth6290]

This guy is probably getting sponsored by CIA and promoted by US media platforms, lol

[@thebdp88402]

Only 24 Republicans in the house voted for the chips act. Let's not act like both sides came together. 😂 Major opposition from the right. PBD needs to keep it real.

[@jamesquinlivan7876]

Totally agree

[@antoniobenitez2755]

Forreal, can’t give the Dems some credit every once in a while 😂

[@isaiahmartinez1725]

i like how hes very informative about this i had no idea about the chip crisis

[@MrSpresley33]

Good video bro!

[@nickfrazier2710]

Such a valuable and resourceful video to watch. Thank you for taking your time and diligence in making this video/podcast content, Im truly getting the most value out of my entertainment #valuetainment

[@huikit2109]

Akha i really think you got wrong interpretation oF future situation, the Chinese dont see things like you. Good luck.

[@emmybrown4031]

*Even with the bad economic, My life has totally changed since I started with $3,000 and now I make $68,700 every 14days for the past 3 months, I can afford any car or house of my choice right now and I don’t need to worry about my retirement ….,God bless Mrs Eleanor Nelson*

[@elizabethholman9154]

The wisest thing that should be on everyone's mind currently should be to invest in different streams of income that doesn't depend on the govt. Especially with the current economic crisis around the world. I recommend Mrs Eleanor 🇺🇸

[@katemerez4052]

Quite impressive but HOW!!?😢 I know it's possible, my colleague at work got her first investment return of 72K after two weeks and she quit the job , I would appreciate if you show me how to go about it..

[@mariamorgan6383]

Wait are you trying to say she’s too good and I can trust her with my money?

[@liciaramos320]

I saw a lot of this and thought it was all lies not until I texted her and had few conversations with her that made me invested $2,000 after that I’m proudly one of her investors

[@richardkenny7563]

Who believes this? 😂

[@chrisschroeder3945]

13 years in semiconductors and found this well informed. Would love to see a 1:1 with Pat Gelsinger and PBD, both incredibly smart businessmen.

[@carmcarm8230]

Great analysis

[@elitesocialnetwork4574]

Seems like china has been multiplying by 10 its semiconductor manufacturing capabilities in the past 10 years. I am curious to see how this will develop in the next 10 years!

[@mtudidaniel9585]

You're right.

[@NorCalMoDo]

no need for 10. game change in 2

[@tooltalk]

>> Seems like china has been multiplying by 10 its semiconductor manufacturing capabilities in the past 10 years.

[@khalidalkhaja9168]

Thanks

[@thangdo7189]

Awesome!

[@mrteacher1315]

US chip ban resulted in Huawei teaming up with SMIC (Chinese semiconductor) to create relatively advanced 7nm cell phone chip using older DUV lithography technology combined with advanced chip packaging technology. US chip ban also speeded up Chinese advances in graphene and photonic chip technology which are expected to replace silicon based chips since current state of technology using silicon wafer is very close to the theoretical limit of what is possible. China is actually a leader in photonics and graphene chip technology, as well as quantum computing. In fact, according to recent publication in Nature (top multi-disciplinary publication in the world), China actually leads the world in terms of volume of high quality research now, outpacing US.

[@peta333]

The United States banned what it did, because China was using the United State’s chips to attack the United States.

[@Desmo748]

Pure value. Fantastic delivery by Patrick. Shout out to the data analytics and graphics design team.

[@akebouz]

Thank you for the boil down

[@Flyfreebee]

Great video amazing perspective!😊

[@simpleman6221]

So what stock would be the best for semiconductor?

[@iamsheep]

This guy thinks China doesn’t innovate, which is why the USA is in a tech war with China 😂

[@remix-yy1hs]

This us paid us propaganda. He does this once a week. He needs the money

[@stefanomaurino8201]

Americans living in a bubble. It’s fine if China is underestimated, China is always humble. “Pretend to be weak, that he may grow arrogant” Sun Tzu

[@murderinmurphy6501]

Stealing IP is not innovating 😂. Maybe spend less time harvesting organs. 😮

[@seanlee3863]

​@@murderinmurphy6501china actually surpassed the US in submitted patents applications but it's ok to cope once in awhile if it helps you sleep easier

[@stefanomaurino8201]

@@murderinmurphy6501 Patent Application in 2021 1) China = 1,538,558 2) US = 509,864 3) Japan = 412,856 4) South Korea = 267,517 China also produces more high quality scientific papers than the US. Racism makes you blind and arrogant. Are you studying engineering in college or just humanities?

[@WindmillChef]

Great video, The state of the world of computer chips is a subject that is too complex to really explain in 24 minutes but Patrick did a great job.

[@lianghao7128]

A very informative video, the data is a bit outdated, but thank you for your work.

[@leojansen2773]

You yust keep getting better and better love your vlogs.

[@alxdava2004]

Better?!😂 this is one of the most stupid bunch of infos about a subject. I don't know if that's just a sloppy job or pure propaganda.

[@garylester1617]

So America sells a lot of high tech equipment that is manufactured in another country big deal, its called colonialism, I mean globalism. PBD did not have a chart of where the factories are that produce all of the goods being sold on his charts, he simply refers to "sellers" and "purchasers", never once mentions manufacturing except to speak about semiconductor manufacturing equipment which is indeed sold by American corporations but most of the gadgets are manufactured overseas. This is just my initial take, no expert on the subject.

[@sevensages5279]

Neither is he! 😂 He's a former MLM insurance salesman who ran a sleazy MLM life insurance company where 95% of the licensed sales agents make less than a minimum wage worker making $7.25hr while he leeched off their commissions!