How The Global Chip Shortage Started

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  • Опубліковано 2 чер 2024
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КОМЕНТАРІ • 2,8 тис.

  • @self-study3324
    @self-study3324 3 роки тому +1868

    This is such an important issue and people don't even see it. Thank you for addressing it.

    • @iiiiiiiiiiiiiiiiiiiiiiiiii4222
      @iiiiiiiiiiiiiiiiiiiiiiiiii4222 3 роки тому +21

      Just wait for Elon to come around.
      This dude would do anything for a quick buck.

    • @scarface11991
      @scarface11991 3 роки тому +18

      I work at a big Pump Manufacturer and even we have problems. We already can't produce the pumps we would normally produce because of electronic components as described in this video are really short in numbers. There is already talk about a 4 day work week. Yeah, it's serious.

    • @masternobody1896
      @masternobody1896 3 роки тому +7

      dang is so sad that i cant buy rtx 3090 or 4090

    • @jrwilliams4029
      @jrwilliams4029 3 роки тому +3

      CF, you stated in an earlier video that due to the ever evolving chip industry that “foundries “ are only viable for 5yr and that is what prevents competition. Even Intel who led the market for decades fell behind in manufacturing while trying to perfect 7nm spacing and still have yet to do so. Is there a bright side for US chip dominance if TSMC builds a new foundry in Arizona? Have you heard any news on that and is it going to come to fruition? That would essentially spell the end of Intel’s
      7nm and 5nm aspirations and hopefully they would try and become more specialized or just design. Please respond if you have any news about the Arizona TSMC FOUNDRY. Ty

    • @oldmandoinghighkicksonlyin1368
      @oldmandoinghighkicksonlyin1368 3 роки тому +3

      The way to solve it is going to war with China.

  • @TopG922
    @TopG922 3 роки тому +635

    I work for GM and ive been laid off for 4 months due to the chip shortage. Thank you so much for the breakdown. You gave me more information than my employer on why im laid off lol

    • @shroomer3867
      @shroomer3867 3 роки тому +20

      Capitalism moment

    • @calebvelez2057
      @calebvelez2057 3 роки тому +36

      @@shroomer3867 Not capitalisms fault

    • @Franciscasieri
      @Franciscasieri 2 роки тому +13

      They can’t tell you the truth…they need you back when they are ready to ramp up

    • @billjamal4764
      @billjamal4764 2 роки тому +20

      @@shroomer3867 I don't want to fall for the bait, but the chip problem is due to the Chinese communist party

    • @TheDrizzCAKEN
      @TheDrizzCAKEN 2 роки тому +5

      @@calebvelez2057 Definitely is. If we did not maximize short term profits for shareholders, we would not be experiencing an issue on this scale.

  • @sijankhan7796
    @sijankhan7796 2 роки тому +295

    This video is a perfectly illustrates why TSMC is the most important tech company in the world. Not Apple, not Google, nor Amazon, Microsoft, etc. Most people in the US is unfamiliar with this, but they should be

    • @SerBallister
      @SerBallister 2 роки тому +11

      TSMC is important in the video game space, but most of the electronics industry aren't relying on state of the art GPUs, its things like microcontrollers, the vast majority of which are not made by TSMC

    • @christianwhittall5889
      @christianwhittall5889 2 роки тому +21

      @@SerBallister actually TSMC make a lot of larger processes too. They use almost all processes which is why they control most of the industry

    • @jasongauthier8567
      @jasongauthier8567 2 роки тому +22

      The world can live without TSMC, but not without ASML. Without ASML, there's no 14nm, 10nm, 7nm, 5nm, 3nm. They provide the EUV equipment allowing Samsung, Intel, TSMC, Global Foundry to make semiconductor

    • @SerBallister
      @SerBallister 2 роки тому

      @@christianwhittall5889 Do you have an example ?

    • @sijankhan7796
      @sijankhan7796 2 роки тому +5

      @linkzable well can’t help people when it comes to ignorance. Granted TSMC has exploded in importance the past 10 years, but much of is tied to the failures of Intel and GF to invest fully in their fabs and innovate. And you’re right: fabs are not a hugely profitable business. TSMC succeeded and dominates because of their partnerships (Apple, AMD, etc.) which allows customers to share CapEx risks, and thereby they are entitled to more margin. How do you think Apple is so profitable?

  • @TonyRule
    @TonyRule 3 роки тому +333

    "Don't put all your eggs in one basket" seems to be being ignored.

    • @Niskirin
      @Niskirin 3 роки тому +41

      Welcome to modern supply chains. Worshipping at the altar of shortsighted "efficiency" has caused dozens of similar bottlenecks in pretty much all areas of production side economy. If a war was to come that cut those extremely few, centralized links, the entire production part of the world economy would grind to a halt in a couple of days. And the imbeciles in charge just push for more centralization. We're in for really hard times when shit hits the fan.

    •  3 роки тому +2

      @ColdFusion UA-cam Get a job

    • @everyone1liesd459
      @everyone1liesd459 2 роки тому +5

      I'm surprised other companies didn't step in to manufacture chips as well there can't be just one company corning the market

    • @evingoh
      @evingoh 2 роки тому +3

      there is only one good basket in case of chipmaker.

    • @wilsonjt5677
      @wilsonjt5677 2 роки тому +2

      i think there is not a choice that people want to put all eggs in one basket, but when comes to commercial reason, you need to buy high volume from single manfuacturer and keep relationship with them so they continue to give good support to your company..imagine if you buy from TSMC and Samsung, is your usage large enough to spilt cake into 2?

  • @joesterling4299
    @joesterling4299 3 роки тому +477

    Intel investors were pressuring Intel to get out of the chip-fab business before this shortage. That didn't age well.

    • @dustin2072
      @dustin2072 3 роки тому +119

      Something something short term profits

    • @rodrozil6544
      @rodrozil6544 3 роки тому +14

      @@dustin2072 long time relative to human life span

    • @reinerfranke5436
      @reinerfranke5436 3 роки тому +16

      Intel simply speculate to run Intel-10nm w/o the 150M$ EUV from ASML for many years. They do not have a chance bocz EUV was not ready. Now they shift most critical mask layers to EUV. The process is getting similar to 7nm-TSMC. The world bottleneck is ASML.

    • @markm0000
      @markm0000 3 роки тому +14

      @George Jacobs You don’t need 5nm to improve processing power and energy usage. It’s just the lazy way to do it. I guarantee if Intel started 12nm “mega cores” and kept chipping away at it they would eventually figure out a way to make it work.

    • @britexitengineer1407
      @britexitengineer1407 3 роки тому +12

      Intel over the last 5 years or so don't seem to be bothered this is why AMD have surpassed them with 7nm while intel are still at 14nm & their CPU's are on the warm side to say the least it will take years for intel to catch up with AMD.

  • @aelux4179
    @aelux4179 3 роки тому +209

    My company pre-ordered chips, now waiting on a 56 week lead time. 56 weeks just to start producing the products you love. It's mad, glad you covered it.

    • @v44n7
      @v44n7 3 роки тому +4

      incredible

    • @barathrajkumar5564
      @barathrajkumar5564 3 роки тому +4

      Thats abt 2 years, damn

    • @auxencefromont1989
      @auxencefromont1989 3 роки тому +32

      @@barathrajkumar5564 no 52 weeks = 1 year, 56 weeks = 13 month

    • @Davido50
      @Davido50 3 роки тому +4

      Yes , try being a top5 Automaker! We have tons of truck & SUV orders that are on hold. #Bronco #F150 #F150EV

    • @barathrajkumar5564
      @barathrajkumar5564 3 роки тому +2

      @@auxencefromont1989 yea I went wrong with my mind calc
      Thank you for rectifying my mistake

  • @andersgale9544
    @andersgale9544 2 роки тому +107

    *Thanks for not saying that Taiwan is part of china. Cheers from Taiwan 🇹🇼*

    • @TomMisaki745
      @TomMisaki745 2 роки тому +4

      taiwan is a chinese region boomer

    • @andersgale9544
      @andersgale9544 2 роки тому +37

      @@TomMisaki745 Taiwan is a country, wumao.

    • @TomMisaki745
      @TomMisaki745 2 роки тому +5

      @@andersgale9544 looks like a gay satelite state from USA

    • @wiilov
      @wiilov 2 роки тому +31

      Not a single American believes that Taiwan is a part of China. Only the corporations are willing to patronize China to such a degree.

    • @bavidlynx3409
      @bavidlynx3409 2 роки тому +8

      @@TomMisaki745 calm down bro stop being so salty

  • @watajob
    @watajob 3 роки тому +97

    Any good industrial engineer will tell you that efficiency is the enemy of resiliency.

    • @ConfusedPlushiee
      @ConfusedPlushiee 2 роки тому +4

      you would expect certain companies to keep some sort of buffer to handle high demand cases, this might seem wastefull at first, but if those buffer products are then later sold at higher msrp due to crisis it could cancel out or even turn into profit (depending ofcourse on trend analysis)

    • @mparker548
      @mparker548 2 роки тому +8

      @@ConfusedPlushiee not when quarterly profits are one of the most important things

    • @ConfusedPlushiee
      @ConfusedPlushiee 2 роки тому +3

      @@mparker548 yes, please explain, why are all companies so focused on short term gain instead of long term profit?

    • @u.a.perfectace7786
      @u.a.perfectace7786 2 роки тому +8

      Maximizing profits at all costs tends throw everything else out the window. Including common sense and logic.

    • @u.a.perfectace7786
      @u.a.perfectace7786 2 роки тому +7

      @@ConfusedPlushiee
      Capitalism. Focus on maximzing short term profits, sacrifice everything else and ensure this system stays in place in the long term. Short sightedness is allowed because any reckless behavior is counter balanced by the excess profits these companies make. If you could buy your way out of problems and still stay wealthy, wouldn't you? That's exactly the logic these corpo assholes use.
      Reckless behaviors include human rights violations, cutting corners, loss of human life, depleting of resources, damage to the environment, the eventual mass extinction of our own species (and other creatures) etc.

  • @rasol136
    @rasol136 3 роки тому +117

    From the same companies that brought you "Planned Obsolescence"... "Why are we running out of things when there is too much demand?"

  • @thisisntsergio1352
    @thisisntsergio1352 3 роки тому +1296

    This man's story telling skills are so good, we could send him to stall an alien invasion while we escape out the back door.

    • @comicsandanimation5531
      @comicsandanimation5531 3 роки тому +39

      That is unbelievably accurate

    • @badhrihari1705
      @badhrihari1705 3 роки тому +36

      I wonder where the back door is

    • @yecto1332
      @yecto1332 3 роки тому +36

      Only to realise we left him behind with the aliens

    • @rundata
      @rundata 3 роки тому +11

      We patched the back door out

    • @FlyingArtz.
      @FlyingArtz. 3 роки тому +6

      Hahaha thats awsome!

  • @kenkioqqo
    @kenkioqqo 3 роки тому +2

    Very informative and entertaining. I always like watching ColdFusion videos immediately after they go Live. Keep up the excellentwork, Dagogo.

  • @happyhuman247
    @happyhuman247 3 роки тому

    FANTASTIC PRODUCTION. 👌
    Been following this channel for some years now. Consistent and classy.

  • @willb9259
    @willb9259 3 роки тому +692

    Toyota stockpiled 4 months worth of chips, smart bastards. 😂

    • @Matanumi
      @Matanumi 3 роки тому +29

      Wont be enough. Theyll hurt too

    • @tonyradle8747
      @tonyradle8747 3 роки тому +115

      @@Matanumi they'll feel it but not nearly as much as everyone else

    • @utkarsharyan
      @utkarsharyan 3 роки тому +63

      Wendover Productions also made a video on the issue. There they discussed the constraints on logistics and Toyota's game plan. Here is the video link: ua-cam.com/video/b1JlYZQG3lI/v-deo.html

    • @AadilB
      @AadilB 3 роки тому +6

      Thing is, theres only one basket.

    • @labadaba5088
      @labadaba5088 3 роки тому +24

      Yes, because the Japanese were prepared as part of their just in time manufacturing. you can do JIT but also maintain a stockpile of material in case something goes wrong.
      Source: Wendover Productions.

  • @vidhutripathi5368
    @vidhutripathi5368 3 роки тому +647

    Moral of the story - Don't put all your eggs in one basket :)

    • @limouzine1529
      @limouzine1529 3 роки тому +31

      @@Kabodanki The problem is also that globalization has not taken into the account reliance on a few high tech production facilities.There are no back ups , if one companies in the supply chain has problems there are no others to step in and repair the chain right away. If globalization should work in an optimized manner, there should always be a few backup production lines ready to take over when a key production facility has problmes. Easier said than done of course but I think it is neccessary for this production model to work.

    • @marc-andreservant201
      @marc-andreservant201 3 роки тому +20

      @@limouzine1529 It doesn't help that chip factories need so much R&D money, so new entrants without decades of experience are shut out and even large corporations can only justify huge factories due to economies of scale. It's impossible to turn a profit on a small semiconductor plant, so smaller companies just pay huge companies to manufacture their chips under contract. And apparently "smaller" now includes companies like AMD and Nvidia that you would expect to be big enough to manufacture chips themselves.

    • @doctorwilly
      @doctorwilly 3 роки тому +16

      Semiconductor foundry is actually a very brutal business, especially if you are after the cutting edge technology. Tsmc is the only long term winner of the industry hence why it takes the lions share of industry revenue. I am not sure if there is a way to create more baskets for the eggs without serious market interventions.

    • @dausdk
      @dausdk 3 роки тому +6

      @@doctorwilly yaaa it is very brutal business, biggest semiconductor company in my country(siltera) always lose money every year.. despite with all those demand..

    • @reinerfranke5436
      @reinerfranke5436 3 роки тому +4

      @@dausdk I had today viewed a YT about strugling malaysian semi. Also singapore could not compete. The main thing seems that TSMC receive decade long tech and license support from dutch Phillips. Malaysia and Singapore get only very early a tech transfer and then rely on there own. Seem that the dutch where pretty clever. ASML is a good example on focus on what y being good. Renationalization is a 20 century thing. Wake up we are in 21 of 21.

  • @princechingo
    @princechingo 3 роки тому +1

    I’ve been watching you since it was coldfustion tv and the quality of your videos has never faltered. Amazing content as always.

  • @Glenn_123
    @Glenn_123 3 роки тому +2

    You do such a great job with your videos!!

  • @one_shot07
    @one_shot07 3 роки тому +135

    Iv been watching Cold Fusion for 6 years, and the quality of the videos is always amazing. So I'd just like to says thanks. ;)

    • @prognerite9447
      @prognerite9447 3 роки тому

      I've not watched it for quite that long, 5 years for me, but i completely agree

    • @cixlo
      @cixlo 3 роки тому

      I've watched it since the beginning and I say good stuff.

  • @YoSomePerson
    @YoSomePerson 3 роки тому +162

    This whole situation is a case study for the butterfly effect. There are soo many things that caused this. I've seen another video where it was mentioned that the main port in the west of the US did have waay increased wait times for ships that arrive. Which increased the shipment time for products which lead to supply issues for things like tea bubbles. Weird stuff.
    The pandemic was not the cause of all of this. It was the catalyst. The sudden shift in behaviour of the world population and the maximum efficiency but fragile nature of the world economy just made the perfect storm.

    • @MarkWTK
      @MarkWTK 3 роки тому +3

      and since US imports soo much, a lot of containers arrived at the US ports full, but leave half empty/empty. So, it's not worth to make another trip.
      This indirectly causes a lack of containers from Asia.
      I could be mistaken, but I feel like I read about it somewhere.

    • @mistertheguy3073
      @mistertheguy3073 3 роки тому +1

      This is the opposite of the butterfly effect right? Many large factors conspired to make this situation

    • @RezaQin
      @RezaQin 3 роки тому

      Yeah, it's almost like shutting down the private sector for a year has massive consequences.

    • @MrJaimeaquerol
      @MrJaimeaquerol 3 роки тому

      What I'm still trying to understand is how that "behavior consumption change" happened quickly enough to fuck the entire operation.
      The industries that are fed by Tsmc would have to upscale insanely to create a shortage.
      The main reason (and he kind of mentions) is the opportunity shift their contracts.
      The west corps messed up to improve profitability in pandemic times, but where production kept going? China.
      Tsmc never downscale their production until the energy consumption problems appeared.
      I see that way:
      The Chinese industry is consuming their own production. After all, they are the most industrialized country in the world. This was presented as an opportunity for them.
      But things aren't that easy.
      The stimulus check is actually an attempt for direct consume in final products. This automatically raises the prices making domestic chinise consumption harder. The american purchase power is one of the forces of their monetary scheme(or policies if you don't like the word).
      Latin America is the main buffer, because even when U.S dollar goes bad it goes good there. Just check the value currencies.
      Tech consume for this area is almost dead.
      Is not about being poor. For e.g Brazil managed to be on G7 and took away U.K years ago. But this were times when the cues were just undergoing, and this is other matter.

    • @matthew8153
      @matthew8153 2 роки тому +1

      @@MarkWTK
      The empty containers are still sent back. But because they’re empty the US basically pays for shipping them both ways. They used to be sent back full until China stopped taking the world’s plastics for recycling (dumping into the ocean).

  • @renyraniya5865
    @renyraniya5865 2 роки тому +45

    You can't fight poverty by just printing more
    fiat into the circulation. If you mean well for the people, embrace a transparent financial system.

    • @clairemendoza5402
      @clairemendoza5402 2 роки тому

      Great content. Everyone needs more than their basic salary to be financially secured

    • @monicamaria6101
      @monicamaria6101 2 роки тому

      Money left in savings always end up used with no returns.

    • @ahmedjoe4528
      @ahmedjoe4528 2 роки тому

      The best to do with your money is to invest

    • @luisdaniela4624
      @luisdaniela4624 2 роки тому

      True though, unfortunately mine always end up with losses 🙄🙄

    • @povgabrielfernandez5854
      @povgabrielfernandez5854 2 роки тому

      How does this whole bitcoin thing work, I'm interested in it and I'm willing and ready to invest heavily in it but I'm gonna need an assistant from any trusted and productive professional

  • @papahandsoap2259
    @papahandsoap2259 3 роки тому +1

    Amazing video! I love this channel and get excited for every new release

  • @PapaFlammy69
    @PapaFlammy69 3 роки тому +1269

    Only a third through the video yet, but the presentation and delivery are perfect as always! Thanks Dagogo

    • @maxemore
      @maxemore 3 роки тому +16

      integrate sin(x^2+y^2)dxdy

    • @Belissimo-T
      @Belissimo-T 3 роки тому +17

      Didn't expect u here

    • @ozzydozzy4116
      @ozzydozzy4116 3 роки тому +10

      You published a video while watching another video? Pigeonhole principle...

    • @mariocordeiro457
      @mariocordeiro457 3 роки тому +1

      Ahoy

    • @PapaFlammy69
      @PapaFlammy69 3 роки тому +4

      @@ozzydozzy4116 automatically set to public after it was done processing^^

  • @producerevan88
    @producerevan88 3 роки тому +37

    Before I watch. The one thing everyone needs to start understanding is, is that these companies did not "lose" money, they made less than either what was forecast or what was made the year prior. The whole idea of ever expanding companies is why we have the economical issues we have now all around the world. Oh yeah, dude, love your videos!!!

    • @a1kv524
      @a1kv524 3 роки тому +4

      Absolutely correct... Creating inequality...

    • @cooperp6429
      @cooperp6429 3 роки тому +2

      @@a1kv524 whats your solution to inequality?

    • @eurostar0711
      @eurostar0711 3 роки тому +2

      Companies hunger for money knows no bounds. They HAVE to improve their numbers every year. The dollar amounts have to go higher and higher every year.

    • @skolex3121
      @skolex3121 3 роки тому +5

      @@eurostar0711 At least companies produce things that have real-world value. Miners on the other hand have an insatiable demand for hardware (and thus electricity). And all _they_ create with it is monopoly money.

    • @ConfusedPlushiee
      @ConfusedPlushiee 2 роки тому +1

      @@a1kv524 there will always be some form of inequality, and you cant expect the companies to deal with this issue as they really have no motivator whatsoever to do so. If you want to lessen the inequality in the world, you should go into politics and form laws against it.

  • @ScreenSwaps
    @ScreenSwaps 2 роки тому

    Another amazing video mate. Keep up your hard work brother. Mad props for that ending song too, always great hearing it

  • @mojaffar9812
    @mojaffar9812 2 роки тому +1

    by far one of the best channels on UA-cam. always relevant and informing

  • @Nick-xc4fy
    @Nick-xc4fy 3 роки тому +19

    I work in the automotive industry and can say its definitely impacting the planned production dates for OEMs and volumes. It is also impacting tier 1, 2 and 3 suppliers etc. Cars are far too complicated these days, ridiculous.

    • @badhrihari1705
      @badhrihari1705 3 роки тому +2

      Yea, my dad ordered a new car a month back and it still doesn't show a clear delivery date

    • @Matanumi
      @Matanumi 3 роки тому +1

      Indeed they are.... is it even necessary?

    • @Nick-xc4fy
      @Nick-xc4fy 3 роки тому

      @@Matanumi Yes and no. That's quite a loaded question. Often yes, so that you vehicle offers features that others don't, but these arent functionally critical. The critical chips help improve the safety, function and efficiency of the vehicle.

    • @mroscar7474
      @mroscar7474 3 роки тому

      Cars are a machine and machines always become more advanced as time moves on. I’m sure just like how mechanics that worked on the first generation of cars wouldn’t be able to work on the last of the more simpler modern cars, recent mechanics won’t be able to work on future cars. Engines evolved, technology developed, and now cars are more efficient, reliable, and safe.
      The main issue is with automakers making things only be able to be fixed by them to make more money after the sale. Like Apple and it’s products. On one end of things it ensures that nothing goes wrong with the electronics during repair, on the other end of things, they’re make it almost impossible for others to know how to fix them.

    • @v44n7
      @v44n7 3 роки тому +2

      i am curious if this will trigger a global market crash. We already have inflated market, inflation and shortages all over the place.

  • @Kevin-cy2dr
    @Kevin-cy2dr 3 роки тому +328

    2020 : No socializing
    2022: No electronics

    • @solonyetski
      @solonyetski 3 роки тому +13

      One thing balances the other

    • @harshitgupta6856
      @harshitgupta6856 3 роки тому +52

      First the extroverts, now the introverts

    • @ashclaw2306
      @ashclaw2306 3 роки тому +5

      Can't wait to 2023

    • @n.e.g.u.s
      @n.e.g.u.s 3 роки тому +4

      @Kevin Perfectly balanced as all things should be.

    • @Matanumi
      @Matanumi 3 роки тому +6

      Really all that's gonna happen is less consumption brand new electronic and digital Goods.
      We will learn that our existing tech is good enough.... Ans of course prices for a used item will shoot up

  • @azurescenss
    @azurescenss 3 роки тому +158

    Imagine if people just started using housephones again and sending each other letters in the mail

    • @FriedCheeseCrepe
      @FriedCheeseCrepe 2 роки тому +14

      Wonderful

    • @Mingodough
      @Mingodough 2 роки тому +1

      @Tej right? Lol

    • @thetaomega7816
      @thetaomega7816 2 роки тому +13

      @Tej stop putting chips in my toothbrush for fucks sake, whats wrong with the world

    • @ManiacX1999
      @ManiacX1999 2 роки тому +1

      Imagine if people stopped commenting on websites and learned to go out aga- wait....

    • @boltez6507
      @boltez6507 2 роки тому

      @Tej i have been using mine for 4-5 years

  • @Dev1nci
    @Dev1nci 2 роки тому +1

    13:34 didn’t know you make your own music man, that’s very impressive 👏🏽👏🏽👏🏽 been binging these, very interesting and your narration style is excellent.

  • @felkan
    @felkan 3 роки тому +21

    These vids are always a home-run. Great job!

  • @Rampart.X
    @Rampart.X 3 роки тому +283

    The US has completely dropped the ball when it comes to ensuring strategic supplies of essential products and services. Globalised outsourcing undermines national security.

    • @Matanumi
      @Matanumi 3 роки тому +49

      US doesn't care. Everyone's in on profits

    • @markm0000
      @markm0000 3 роки тому +21

      No we’re all wrong global warming is the biggest threat to national security.

    • @Roarpian
      @Roarpian 3 роки тому +27

      This is corporatism, because they expect government will bail them out when things turn south

    • @mozzinator
      @mozzinator 3 роки тому +33

      why is it only US whose 'National Security' is perpetually under threat?

    • @britexitengineer1407
      @britexitengineer1407 3 роки тому +7

      Same in the UK there is very little manufacturing left & no Hi tech manufacturing at all apart from MOD contractors & they are specific this is what you allow industries to "offshore" to the far east because life is cheap over there.

  • @filetofishiee
    @filetofishiee 3 роки тому

    this is by far the best video made addressing this issue. thank you for your great work!

  • @silenthunderr5340
    @silenthunderr5340 3 роки тому

    Great video bro. Thanks for sharing.

  • @doubtful_seer
    @doubtful_seer 3 роки тому +96

    "Extra money"
    I sure do envy people for whom this is extra money because for me and all the people I know, it’s gone towards rent, paying back rent, catching up on late bills, and groceries.

    • @RezaQin
      @RezaQin 3 роки тому +14

      Perhaps you should examine your life, your spending habits, and maybe better yourself to get a new job. There's so much opportunity out there since government cheese is keeping everyone home.

    • @armanillo4695
      @armanillo4695 3 роки тому +17

      that part was weird for me too. when you're laid out and you don't have enough savings to pay your rent and bills, a stimulus check is not extra money and for sure doesn't go to a "gaming computer".

    • @yaboydarrell
      @yaboydarrell 3 роки тому +5

      The problems was they gave “extra money” to people who didn’t need it. I worked the entirety of 2020. Hell, I work for the fucking federal government, why did I get a stimulus check? Especially one that is less than I already make normally.

    • @Vysair
      @Vysair 3 роки тому +2

      @@yaboydarrell to diversify i guess. It's called stimulus because they wants you to stimulate the economy. For those constrained, it usually goes to bill upon bill so money flow in one direction. They want that money to go in a cycle, more vast than a tree roots

    • @insertnamehere6218
      @insertnamehere6218 3 роки тому +25

      ​@@RezaQin You say so much opportunity but I graduated last May with an engineering degree and still cant find a job. Same goes for 60% of my graduating class. We usually have a 98% job placement out of college. The jobs that people are not going to, and you see as opportunities, are jobs that pay less than unemployment. Unemployment is supposed to be enough money to keep you afloat while you find a new job. Those jobs are underpaid. Maybe if they paid a living wage there wouldn't be a problem. If a companies pay cant compete with unemployment then maybe they should examine their company, their spending habits, and maybe better their workforce paying workers properly. There is so much opportunity to pay compedative wadges since the government cheese is bailing companies out and surplusing their income.

  • @eggsarantaduo
    @eggsarantaduo 3 роки тому +3

    Another excellent and informative video, hats off to you! Plus your music is great, perfect museum companion. Keep it up!

  • @Bloom0to9
    @Bloom0to9 2 роки тому

    Thank you. amazing information easy to folow. I appreciate you taking your time to make these ! I am learning

  • @nicholasdobie9489
    @nicholasdobie9489 2 роки тому

    This is such a great video - I'm really impressed, good work guys

  • @michaelntimba5157
    @michaelntimba5157 3 роки тому +7

    From the onset i thought this was like the other Chip shortage videos i had seen, till you explained about the water shortage and the correction cycles and thats when the level of research you had done kicked in. Well presented Dagogo

  • @aacosta96
    @aacosta96 3 роки тому +63

    Perfect solution for hoarded, unuseable, overstocked chips - use them to make tamagotchis

  • @musicdev
    @musicdev 3 роки тому +227

    Oh dude wtf I thought Lay’s was having a hard time finding potatoes or something, now I can see how the chip shortage is actually a problem

    • @ScienceAlliance
      @ScienceAlliance 3 роки тому +10

      Hahaaaaa omg here’s a like

    • @purplehz97
      @purplehz97 3 роки тому +5

      Scary stuff.

    • @GSG-io8zp
      @GSG-io8zp 3 роки тому +12

      Lays only make crisps as far as I know ;)

    • @musicdev
      @musicdev 3 роки тому +14

      @@GSG-io8zp lmao you British people, I forget this joke doesn’t work outside of America

    • @ConfusedPlushiee
      @ConfusedPlushiee 2 роки тому +15

      @@musicdev oh it does, just not for brits

  • @daddada2984
    @daddada2984 3 роки тому

    Nice news & insight.

  • @AstolfoCh
    @AstolfoCh 3 роки тому +183

    "You are only as strong as your weakest link."
    Is the moral of the story that we can take away.

    • @jamesnguyen7069
      @jamesnguyen7069 3 роки тому +5

      300 years of lumber left.. 17yrs of zinc left... google what happens w.o zinc... lumber is going up the roof... " humans need more healers"... (dalai lama)

    • @sicsempertyrannisvi4107
      @sicsempertyrannisvi4107 3 роки тому +2

      When China invades Taiwan..

    •  3 роки тому

      @@jamesnguyen7069 By the same book that said that silver would last until 2014? lol

    • @SirZeck
      @SirZeck 2 роки тому

      @ how dare you question Prof. DR dalai lama Phd the Almighty scientist!

  • @sneaky_krait7271
    @sneaky_krait7271 3 роки тому +179

    Toyota was one of the few who was prepared for this shortage!

    • @donnamascio8610
      @donnamascio8610 3 роки тому +1

      Great, I have one. Thank God, I got my refrigerator when I did, and I had a hard time getting one a few months ago!

    • @renegade4451
      @renegade4451 3 роки тому +11

      Wendover Productions also made a video on the issue. There they discussed the constraints on logistics and Toyota's game plan. Here is the video link: ua-cam.com/video/b1JlYZQG3lI/v-deo.html

    • @Seff2
      @Seff2 3 роки тому +2

      Someone watched wendover

    • @jowillll
      @jowillll 3 роки тому +12

      @@Seff2 i think everyone who watches coldfusion also mustve watched wendover or polymatter 🤣🤣

    • @rodrozil6544
      @rodrozil6544 3 роки тому +1

      I stuck with carburettor engine

  • @bstnmyr6611
    @bstnmyr6611 3 роки тому +6

    Coldfusion does so high quality content, it's incredible.

  • @KTHKUHNKK
    @KTHKUHNKK Рік тому

    Excellent video as always

  • @connection7405
    @connection7405 3 роки тому +6

    Thank you for explaining the situation in detail :)

    • @missadventure7248
      @missadventure7248 2 роки тому

      Toyota stockpiled 4 months worth of chips, smart bastards. 😂

  • @taekwontheo
    @taekwontheo 3 роки тому +57

    I've been waiting for this video for a while now. Glad it's out now

  • @johnpick8336
    @johnpick8336 3 роки тому +13

    Our just in time supply chain is broken on so many levels. Thank you for this video.

  • @Resolution001
    @Resolution001 2 роки тому

    Love your videos man

  • @TheThirdLieberkind
    @TheThirdLieberkind 3 роки тому +41

    On the bright side, innovation comes out of these supply shortages usually. Companies will have to find ways to design chip usage more efficiently, which in turn will benefit customers and make products more reliable

  • @TurbineResearch
    @TurbineResearch 3 роки тому +3

    Thanks for your videos ☺️

  • @ThaFunkster100
    @ThaFunkster100 3 роки тому

    Interesting and informative as always!

  • @pikegroup6076
    @pikegroup6076 3 роки тому

    Thanks for the info

  • @ThePreyMantas
    @ThePreyMantas 3 роки тому +3

    Disheartening info, but greatly appreciated. Your news you share is a great look into many areas of life which exponentially increases in complexity month by month and gives good clues to future trends to look out and prepare for. Thank You!

  • @maxxe2
    @maxxe2 3 роки тому +9

    Dagogo you've done it again!

  • @Palahume
    @Palahume 2 роки тому

    Great video. Thanks.

  • @ravindertalwar553
    @ravindertalwar553 2 роки тому

    Congratulations 👏 for such a wonderful presentation 💓

  • @boardammo1593
    @boardammo1593 3 роки тому +206

    Maybe we need less frivolous things like Bluetooth enabled underwear :D

    • @Matanumi
      @Matanumi 3 роки тому +46

      Bluetooth sunglasses. Electronic beds, "smart fridges" all kinds of nonsense

    • @oldmandoinghighkicksonlyin1368
      @oldmandoinghighkicksonlyin1368 3 роки тому +12

      Maybe we should just nuke China and see where that leads us.

    • @boingkster
      @boingkster 3 роки тому +11

      And here I am with a seedbank, rifle reloading equipment and a 1977 Ford pickup. Bring on the apocalypse!

    • @MarkWTK
      @MarkWTK 3 роки тому

      my colleague was just discussing about a smart iron😅

    • @richardbradley2335
      @richardbradley2335 3 роки тому +1

      i need that chip to tell me that my 7 days are up and i should change them for a less dirtier pair

  • @cake794
    @cake794 3 роки тому +9

    Been seeing this channel since it's beginning

  • @Liferoad371
    @Liferoad371 3 роки тому

    What a great program Thanks

  • @AlexxGamboa
    @AlexxGamboa 2 роки тому

    Great video!

  • @DownwithEA1
    @DownwithEA1 3 роки тому +41

    That end fact is amazing! Also one of the big boy car manufacturers isn't as hard hit. Toyota was prepared for a shortage because of the 20xx typhoon. Can't remember the year. Think it was the UA-cam channel Wendover who talked about the supply chain shortage issues not fully caused by covid. Interesting stuff.

    • @RezaQin
      @RezaQin 3 роки тому

      Governments shutting down the private sector for a year+ is the culprit.

  • @BdManus
    @BdManus 3 роки тому +6

    That's why important components should be made in the country there needed in.

  • @motoridersgr5913
    @motoridersgr5913 2 роки тому

    great video !!

  • @SG-wl3cr
    @SG-wl3cr 3 роки тому

    Dope video as usual 🔥🔥🔥

  • @rayanmalik5744
    @rayanmalik5744 3 роки тому +24

    Spectacular intro.

  • @ROBERTBECKLEY
    @ROBERTBECKLEY 3 роки тому +8

    Loved the video as always, i work in the server hosting industry as a purchasing manager so I am dealing with this shortage everyday.
    There had also been an increased demand for cloud computing and cloud storage as well as gaming servers that has dried up supply in the dedicated server product ranges.

  • @dbolullo
    @dbolullo 2 роки тому

    This such a great channel :)

  • @DarthVader-gp4kr
    @DarthVader-gp4kr 3 роки тому

    This is an amazing presentation

  • @bhavya_2083
    @bhavya_2083 3 роки тому +3

    You can launch a podcast too . You are very good at this stuff. keep it up!

  • @Think_Inc
    @Think_Inc 3 роки тому +11

    Petition for adding Dagogo’s voice to every smart assistant device available.

  • @shao7414
    @shao7414 3 роки тому

    awesome journalism job
    do more videos please

  • @dangremaus1164
    @dangremaus1164 3 роки тому

    Fantastic video!

  • @insenjojo1839
    @insenjojo1839 3 роки тому +6

    Dagogo, I was eagerly waiting for your take on this....this was a distillation of everything scattered about the chip shortage....Love from India!

  • @saibharadwajasb
    @saibharadwajasb 3 роки тому +4

    Essential information delivered in a perfect way

  • @yannickleroy7419
    @yannickleroy7419 2 роки тому

    Such a relaxing channel to watch

  • @DocJJohnson
    @DocJJohnson 3 роки тому

    Excellent video ...

  • @migueld8970
    @migueld8970 3 роки тому +71

    It's going to take forever to get my hands on a RTX 3090 :(

    • @hexadecimal5236
      @hexadecimal5236 3 роки тому +42

      By the time an RTX3090 is available, you'll want an RXT4050

    • @Mark-zg4ky
      @Mark-zg4ky 2 роки тому +2

      To be fair I have one and it’s not that crazy. Kinda underwhelmed. This is after switching from a 10 year old PC (i7-3770K, Radeon 7870)

    • @cmgm6027
      @cmgm6027 2 роки тому

      @@Mark-zg4ky Still using my 7870, this thing is a tank

    • @Mark-zg4ky
      @Mark-zg4ky 2 роки тому +2

      @@cmgm6027 Hahaha cap bro. you're running at 1080p and you're happy with 7870 performance with 2021 games?

  • @scotishdude
    @scotishdude 3 роки тому +102

    Taiwan deserve so much more money and gratitude - Thanks Guys!

    • @IvanOoze1990
      @IvanOoze1990 3 роки тому +38

      They need absolute freedom without the threat of Chinese domination looming over their heads. Instead of US tax dollars going to Terroristic nations we should be helping useful allies to the best of our ability.

    • @genuinennessbefitting4734
      @genuinennessbefitting4734 2 роки тому +7

      @@IvanOoze1990 We side with the US; you are our big brother, thanks.

    • @crazyshorts4278
      @crazyshorts4278 2 роки тому +10

      @@IvanOoze1990 So China is SURROUNDED by American military bases in South Korea, Japan, The Phillipines
      And you think China would allow an American democratic freedom military base so much to them.

    • @trulyharsh
      @trulyharsh 2 роки тому +2

      actually it should be opposite! i love Taiwan but putting all your eggs in one basket, specially if the eggs can cost you a grand $110b is the stupidest thing i can imagine even in my wildest dreams. instead companies should invest this money into several democratic countries including Taiwan!

    • @christianwhittall5889
      @christianwhittall5889 2 роки тому +1

      @@trulyharsh tbf I don’t see semiconductor prices going down in the near future but I think it’d be neat if their economy diversified

  • @zhsult
    @zhsult 2 роки тому

    love the voice 🤩 as much as the quality of the information 👍🏻🤓

  • @SeabeSlays
    @SeabeSlays 2 роки тому

    I work for Ford at the F-150 truck plant in Missouri. We’ve been continuously laid on and off for a few months now because of this. It was nice seeing a video that really goes in depth on the little “chip” causing all the lay offs. Pretty interesting! Thanks!

  • @amramzani
    @amramzani 3 роки тому +10

    This video is one of the best things i've ever seen in YT.

  • @AnkitChauhan-rt3zg
    @AnkitChauhan-rt3zg 3 роки тому +15

    Extraordinary! I can't believe how the world we live in is fragile, so much co-dependent! Cheers Coldfusion!

    • @markgoffe5683
      @markgoffe5683 3 роки тому +1

      Covid taught us us how co-dependent we are, not just chip shortage.

  • @kingthranduil8807
    @kingthranduil8807 3 роки тому

    This is the only video in yt so far that ive watched from start to end withouth skipping.

  • @e.w.3989
    @e.w.3989 3 роки тому

    Cold fusion is one of the best YT channels. Love this guy!

  • @edgarn.arbaje3308
    @edgarn.arbaje3308 3 роки тому +5

    I recommend doing a similar video as this one, focused on the disrupted supply chain of precious metals. In the long term, precious metal shortages will probably have a greater impact on the technology sector than semiconductor shortages.

    • @doubtful_seer
      @doubtful_seer 3 роки тому

      That’s true, but thankfully we are able to make synthetic versions of many of these. Hopefully we will continue finding ways to synthetically make what we need as the mining industry is a hotbed for child/human slavery.

  • @dominionian7193
    @dominionian7193 3 роки тому +26

    Excellent video! I'm surprised there's no mention of ASML in this however. They are a key part of the semiconductor manufacturing industry in supplying TSMC, Samsung, Intel, and other manufacturers with the necessary photolithography equipment.

  • @sachinramanujam2386
    @sachinramanujam2386 2 роки тому

    i just love your videos

  • @twotales1645
    @twotales1645 2 роки тому

    I work in integrated circuit manufacturing. We'll said, and spot on. Impressive work.

  • @hypercarcrush4619
    @hypercarcrush4619 3 роки тому +144

    2020 really wasn't the best year ever in history, was it.
    Damn...

    • @oldmandoinghighkicksonlyin1368
      @oldmandoinghighkicksonlyin1368 3 роки тому +15

      Worst year in history is 536. The problem is 2021 is full of millennial and zoomers who think their suffering is more important than everything else in the world.

    • @mazocco
      @mazocco 3 роки тому +14

      @@oldmandoinghighkicksonlyin1368 well 2020 was indeed a shtty year and much likely the worst in quite a while. At least since the ww2, possibly even since the plague if you consider the whole world.

    • @hypercarcrush4619
      @hypercarcrush4619 3 роки тому +8

      Yeah, that's on me. I meant to say 'in the recent years', but that was lost in translation somewhere. The horrors of the wars and famines that have plagued history is too great, and this is almost nothing compared to that. My sincere apologies.

    • @doburu4835
      @doburu4835 3 роки тому +3

      @@oldmandoinghighkicksonlyin1368 old man indeed

    • @spencervance8484
      @spencervance8484 3 роки тому +1

      I think the only real competitor for worst time ever would be the bronze age collapse

  • @JodyBruchon
    @JodyBruchon 3 роки тому +50

    Meanwhile, here I am with my old Ford Focus with 245K miles, not worried about needing a new car anytime soon.

    • @yeahboy67
      @yeahboy67 3 роки тому +2

      Well, you still need some chips (for example ECU, car stereo) but I still agree :-)
      I got an 04 focus 2.0i/130hp with "only" 125k miles. Still runs and drives like a charm.
      It almost has the bare minimum of chips required to run a car in a reliable way. Their functions are basic and even the signalling used by each sensor relatively easy to understand and therefore easely "hackable" in an old fashioned way. I run mine on E85 instead of unleaded fuel with a dead easy mod. Well, tbh, i mix 80% E85 with 20% unleaded. And in my country there can be up to 15% Ethanol in unleaded fuel, and up to 25% (instead of 15) unleaded in E85 in the winter (they should call it E75 in winter ^^) . So I never exactly know the real ratio but 80/20 on tje pump gave the best overall results so far. E85 is less than half the price of unleaded fuel in my country so there is the reason why. For the past 25k miles/2 years I couldn't find a single problem. I regularly check the spark plugs and peek into the cylinders with a little camera and everything's fine. I also sometimes check the fuel trims and lamba sensors, just to be sure. I only modded the engine coolant sensor so the car can easily start and smoothlybrun the first 1-2miles in winter. I could go further and mod the injector signal but it seems more complicated and it runs just fine like that.
      Also, parts and regular service (changing the oil, brake flush, brake pads and discs) are cheap and easy to do.
      And don't event start me on how complicated it can be on some modern cars to reset the inspection light when you changed your oil... on the focus there simply isn't one :-) and on my wifes vw touran it takes me almost more time to find the post on a forum showing how to reset the damn nspection light than doing the oil change itself... well maybe should just write it down next time ^^

    • @JodyBruchon
      @JodyBruchon 3 роки тому +1

      @@yeahboy67 Yeah, the first-gen DOHC (Z-Model) Focuses will last you basically forever as long as you keep up on maintenance. Some of the maintenance is dead simple too. The rear brake drums and bearings are one unit and can be replaced by removing the tire and an axle nut and nothing else at all! I just learned today that the wiggle in the rear when going over bumpy roads is caused by the way that the rear suspension is set up; it's not only harmless, but also responsible for the Focus having such exceptional handling. It's too bad later generations progressively got worse. The first ones were really something special.

    • @JodyBruchon
      @JodyBruchon 3 роки тому

      @@yeahboy67 Yeah, the first-gen DOHC (Z-Model) Focuses will last you basically forever as long as you keep up on maintenance. Some of the maintenance is dead simple too. The rear brake drums and bearings are one unit and can be replaced by removing the tire and an axle nut and nothing else at all! I just learned today that the wiggle in the rear when going over bumpy roads is caused by the way that the rear suspension is set up; it's not only harmless, but also responsible for the Focus having such exceptional handling. It's too bad later generations progressively got worse. The first ones were really something special.

    • @yeahboy67
      @yeahboy67 3 роки тому

      @@JodyBruchon Propee maintenance is key indeed. I change the oil once a year (even if the car only was driven 5000miles) or max 10.000miles whichever comes first. Or when the oil gets too dark. On my 350z I even changed it after 1500miles after some very intense driving (like really racing it and always keeping the revs between 4500-6700rpm).
      I'm less of a "preventive maintenance" and more of a "if it ain't broke, don't fix it" kind of guy when it comes to the focus. I check regularly (at the very least once a year when doing the oilchange) if everything is ok, and pay attention to the handling, braking, performance. Only if I notice something wrong, I evaluate if I'm able to fix it myself (and the more you wrench the more you learn and get confidence to fix something more difficult) or if I just drop it to a shop. I really am impreased of how almost nothing seems to break and how slowly some rhings wear out, even in inrense use on a good designed car. And IF something breaks, it often easier to fix on an older car than a new one. In general i was really surprised of how easy and straight forward it is to do all the regular maintenance, even on modern cars (except for that damn inspection interval counter/light) especially on older cars. Even small repairs (like window sliding mechanism, or a hydraulic clutch emitter and receiver, or a sensor, etc) are often times quite easy to do. And the money you save is a nice bonus.
      Best part: in most cases, you would break even after 3-4 oil changes if you include the cost of the tools (car jack, stands, wrench kits and most tools you would need are available for quite cheap at an acceptable quality).
      So you get to save money, get to learn something and "free" tools if you manage to do most of the maintenance and repairs yourself.

    • @testosteroneinc.3800
      @testosteroneinc.3800 3 роки тому +1

      But how many transmissions has it been through? Ford junk😂

  • @davydoo13
    @davydoo13 3 роки тому

    Great video very informative

  • @jrd5567
    @jrd5567 2 роки тому

    Best channel for information 👍🏻

  • @coenraadloubser5768
    @coenraadloubser5768 3 роки тому +69

    How to experience an abundance: have a shortage.

    • @VinnyUnion
      @VinnyUnion 3 роки тому +2

      Overpopulation* Be fucking real. Larger the population, more the demand. Needs a ridden.

  • @NateDjCube
    @NateDjCube 3 роки тому +21

    ColdFusion is my personal teacher!!

  • @required.
    @required. 2 роки тому

    Thank you so much.

  • @yourmumismywaifu5524
    @yourmumismywaifu5524 2 роки тому +1

    As someone who is directly involved in the industry. The shortage will not only last till the end of 2021 but already predicted to extend into first half of 2022. Lead-times from all major manufacturer on MCU are between 48-52 weeks.

  • @looneyburgmusic
    @looneyburgmusic 3 роки тому +25

    "How could the world run out o---" - Because we've become a "throw away" society when it comes to high-tech. Phone get's a bit old, throw it away and buy a new one. Computer seems a bit slow, toss it and buy a new one.
    And don't even get me started on the unrepairable "mobile" computer/tablets from companies like CrApple™, Microsoft, Samsung, ect. I love my Microsoft Surface Pro's, these things are literally the perfect device for what I need them to do, but I will hate Microsoft forever for making the Surface line effectively unrepairable. I know that someday the internal SSD in each of my Surface computers will wear out and stop working, and at that point the device will be crippled, only able to boot from an external USB device, because there is no way to open a Surface safely without risking damage to the device. CrApple™ is even worse, with the iPhone and iPad lines, in some cases programming the device to self-brick if an internal part is changed out.
    It's incredibly wasteful, and a big reason why there is such a high demand for IC's.

    • @cooperp6429
      @cooperp6429 3 роки тому

      Idk, i've replaced the batteries in quite a few Iphones, granted not the newest ones, but it wasn't that bad tbh...

    • @wynonnamareeuy
      @wynonnamareeuy 3 роки тому

      I am having a bit of a problem with my iPad Air getting more noticeable battery drains every time I update the iOS software. Apple needs to need to address this whole ‘new iOS is draining batteries faster’ situation sooner rather than later.

    • @looneyburgmusic
      @looneyburgmusic 3 роки тому +1

      @@cooperp6429 Didn't say it was impossible, but it's no secret that repairing i-Devices is supposed to be a no-no for customers.

    • @aejei
      @aejei 3 роки тому

      @@wynonnamareeuy damn is that true? I heard the software updates that made apple products slower is supposed to save battery by limiting the processor. I don't really know anything because i stay away from apple products mainly because of the price

    • @Number1FanProductions
      @Number1FanProductions 3 роки тому

      We need to be able to scrap old tech not just reuse, people never take the reality of just how far tech is jumping every year. I would’ve agreed with you a few years ago but the truth is a lot of even more modern hardware is going to be worthless in just a few years as more and more insanely precise techniques and technologies become cheaper and more scalable and software starts being optimized for it. Think die stacking and arm based chips, literally insane levels of performance and those are only some of what’s coming.

  • @kittymedusa3618
    @kittymedusa3618 3 роки тому +6

    I’ve been practicing my Cold Fusion voice

  • @ss-cl4rr
    @ss-cl4rr 2 роки тому

    Very good as usual

  • @DavideSLiuni
    @DavideSLiuni 3 роки тому

    wow, great video and channel