CHIPS Act Explained l Can the US Beat China for Semiconductor Supremacy?
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- Опубліковано 7 тра 2024
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Dmitri Alperovitch is the founder and former CTO of the cybersecurity firm Crowdstrike. He is currently the Executive Chairman of Silverado Policy Accelerator, a national security think tank. Dmitri is also the author of the new book “World on the Brink: How America Can Beat China in the Race for the Twenty-First Century”.
Dmitri’s book: World on the Brink - www.amazon.com/World-Brink-Am...
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In Canada, our chips are made using french fries, topped with cheese curds and brown gravy. They are very advanced and delicious.
TSMC's engineers are paid more than $160,000 in US dollars per year plus bonus in average, please be honest with yourself! Labor cost has never be a factor about semiconductor manufacturing.
Govt providing Chips Act money - is that not government subsidizing?
I'd call it an investment in ourselves.
@@Typical.Anomalyi call you hypocrite. Typical yt hypocrite
It is nice to hear the US perspective, but as a neutral, the US is deluded with a number of its beliefs. Firstly, the notion that Chinese commercial success is solely driven by government subsidies or cheap labor. In actual fact what China has is the ability to achieve dominant economies of scale. This is similar to the United States in the 1950s, where its domestic market could support larger economies of scale, and thus larger firms, than European countries.
Admittedly, when China is a new entrant into an industry, domestic firms receive encouragement subsidies in labor, capital, land, and machinery, but as soon as that industry reaches a critical mass domestically (let alone internationally) the subsidy tap is turned off. These types of subsidies are also prevalent in the United States and elsewhere in the developed world.
The second is the speaker's belief that Apple is the sole reason for TSMC's move into advanced chips. In actual fact, TSMC had two mobile customers for its advanced chips, one was Apple and the other was Huawei. The US government crippled Huawei's access to TSMC else that company would today be a dominant force.
On advanced chip manufacturing, I wouldn't call China's approach 'MacGyvering'. China has extended the process method of double-patterning into quadruple patterning. And this is not just some jerry-rigging approach but a process method skill that other countries lack. It enables China the opportunity to develop advanced process engineering expertise that has applicability to other areas of advanced semiconductor manufacturing - in particular, advanced packaging.
What if chips act doesn’t work ? 🤣
It was more cost-effective for China to purchase reliable Western chips, benefiting both sides. China spends more on chip imports than on oil. The US sanctions forced China to develop its domestic supply chain. When self-sufficient, China can provide the world with more affordable chips.
The US and its allies are developing their own supply chain, but it cannot be competitive without access to a large market. The US is sparing no effort in its Tonya Harding competition strategy. The Chinese are very grateful to the US for pushing them towards self-sufficiency. Thanks to the US, China now has its own GPS system and space program. The US chips sanction is converting its biggest chips customer to be its biggest competitor. More sanctions, please.
Well said!
China's chip funding versus US's chip act. One's moving forward and the other is impeding it.
Dream on!
TOO MANY THINK TANKS , NOT ENOUGH ENGINEERS
The guest doesn't know what he is saying just like CNN expert.
Well at least you have expertise on only fans and in invading countries
Fucked up logic of the guest.
🤣🤣🤣 🇺🇲 FAILED ✌️✌️✌️