Inside China's Accelerating Bid for Chip Supremacy
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- Опубліковано 1 чер 2021
- Right now the world is dependent on Taiwan for silicon semiconductors called chips, which give devices like iPhones their functionality. This reliance has the U.S. and China both racing for technological independence.
#China+ #ChipShortage #BloombergQuicktake
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bloom.bg/3wXeZys
Technology worshiping zombies. Chinese or American, endgame is here (Global Warming, Extinction, Retarding World Trade) Only the inconsequential zombies (including yourself) have to choose.
@@AudioPervert1
German technology too.
American technology too
Chinese technology too.
Japanese technology too.
Are we working together globally ?
Hmmm yes we are.
China has a wonderful industry.
USA is history.
This is about geopolitics not just business, research and development fundamentally as a issue.
Who is the narrator?
Kind of a funny nitpick, when talking about the car manufacturing chip shortage, you showed the production line of Toyota, the one car manufacturer arguably most insulated (though not entirely) from the chip shortage because they previously realized how devastating a chip shortage would be and, as a result, stockpiled a healthy supply.
in the 80s Toshiba was the leader in semi conductor and the US torpedoed Toshiba...the French Giant Alstom is the leader in civil nuclear technology and the US did again their economic terrorism on Alstom...why? Because the US is shifting back to civil nuclear and found that they are behind the French, hence they did the hit!
Cold Fusion has a great video on Toyotas "just in time" philosophie that everybody copied to optimize production while unfortunately missing that they had important resilience mechanisms in place.
Somebody watches Wendover Productions 👀
Just saw your comment under California high speed railway and now this. What a coincidence :)
How do you stockpile on chips? Do they not become obsolete after a few years?
Since before I was born there has been the warning about putting all your eggs in one basket yet people/companies still don't listen, greed overrides that warning.
I can't believe that our modern tech society are heavily relied on one company
Two words: bail outs
@@user-gc1hg9sp9k If Intel and Samsung don't get their ducks in a row TSMC will be the only one with the technology necessary to supply the best chips.
It's some of the most advanced technology humans have ever produced. Of course only a few companies ever will make it.
@@user-gc1hg9sp9k why not?
Others can't do what tmsc do
@@user-gc1hg9sp9k Technology research is sometimes like gambling. If you don't go down this route, you won't know that it's a dead end, TSMC chose the right route and they won
.
The founder of TSMC intends to only do foundry, because the competitiveness of research and development is too great, but such high-polluting foundry has been greatly reduced through TSMC's technology, and the production success rate has reached more than 90%. Finally, in simple terms Although TSMC is a foundry, its technology is very strong
Impressive how accurate this video was 2 years ago, and impressive how efficient was China during those 2 years. They already reached 7nm tech.
Ordinary people don’t feel it, until his graphics card becomes expensive~~
@el gadgy demand and supply?
@el gadgy why don’t they make more sell more and take more profits in ???
@el gadgy People producing nothing except currency volatility.
Disagree. You need cars? Laundry machine? TV? Everything uses semi conductor chips. The more advance piece of electronics are, more chips it uses.
Don't say "ordinary", say "US-ians".
I worked for Applied Materials at the Austin HQ and it was amazing to see these huge machines that are used to make these chips. Definitely the coolest placed I've worked at in my career.
I hope TI comes back from the grave and becomes a major competitor.
Was Pretty easy to identify you
haha my friend works there for years
Doesn't sound too environment ally friendly in waste rinses and fluids. With the EPA in the US, do you think this is a huge barrier to scale in US?
how big it was my friend and me I want to know about that technology.
Unpopular opinion. If US were in China's place, wouldn't they be also doing exactly what China is?
maybe even worse
@@sreeyeshb I guess the indians designed and built their high-speed trains.
100%
@@sreeyeshb spoken like a true know nothing who's never worked in China. Stick to making cow manure cakes.
@@KenHuyn How convenient! You just guessed everything right. Keep it up boy.
If there's one thing we've learned in the past couple of years, is that isolating China always backfires. Just like the US did in the current space race, China emerged stronger than ever, has already robots in mars, has already a space station all for themselves, while the international space station has to be shared and is to be put out of service soon.
So what if China has a space station?! The US has had numerous space stations up since the late 70s when most of China was still plowing the fields. The ISS is not the only space station the US has put into orbit.
In fact the current Chinese space stations Tiangong 1 and 2 are about the tenth the size of the US Skylabs put up in 1979. They're freaking tiny!!
China sent a robot to Mars. Again so what?! The US is about to send people to Mars let alone robots.
@@kamma44 Found the American
If there is one thing we have learned in the past 20 years is - don’t move your advanced industries and production to a country with a very large population. Rather spread it over many smaller, more manageable countries. No supply chain disruption and no future dragon to fight
@@dennisa4220 So you hate competition.
@@cyberpunk2978 I don’t hate competition per se, but unfair competition. And also creating and empowering an enemy with your own investments. Would China be the aggressive behemoth it is today, without the preferential trade deals and investments it got from both America and Europe?
Extraordinary that the company that makes the fabrication machines that TSMC uses wasn't even mentioned.
ASML - a Dutch company is the only company in the world capable of making the machines that make 5nm chips at high volume and yield. In turn hundreds of other European high tech companies make components and modules that ASML then integrates into their leading edge machines.
TSMC is only a foundry it doesn't make the machines that make the chips.
True all the power is in asml their hands and usa is protecting asml with cia and secret services
What makes the bread? The baker? Or the oven?
USA forbids Dutch ASML to sell machines to China.
@@mc-lb9dk the asml machines have self destruct mechanism that doesn't involve powerfull explosions, it just makes sure no one other than asml knows the tech inside the machine completely
@@ankhenaten2 well. I do ;)
This video just showed how backwards my country is. While my country and it's politicians only talk about commodities, I am looking at this extremely high tech factories. It is like living in two different planets
can relate
The entirety of Africa has entered the chat.
@@xavierkmuneku :'D':
What country?
@@xavierkmuneku thank u
USA too had foreign help. They had German and other European scientists to help help them to become the leader they are. Countries see this as the fastest way
We developed transistors then the integrated circuit. We have invested heavily in leading technology that gave us economic benefits. And everyone gets to enjoy it. We did limited cheating, mainly atomic and rocket related. For world peace reasons, Europe and Germany helped.
@@jc.1191 Japan and Taiwan made massive contributions to the first generations of industrial IC's.
@@l2qz711 and no one disputed that. what is undisputable however, is china's minimal contribution to modern technology. we are not drawing ethnic lines, but national lines.
@@gasun1274 Yes yes, I just want to point out that post-war Japan and Taiwan aren't the same nation as USA.
@@gasun1274 what do you consider minimal constribution? They perfected mass production tech and cheap tech for poor
Is constribution selective to yiur eyes ?
Back in 2001 until mid 2015 we were fighting for oil, currently right now the entire world is fighting a “pandemic”, next it’s going to be war on SOC chips in Taiwan between the U.S, China and Taiwan stuck in the middle.
Yea.... it boggles the mind how fragile this supply chain is.
mhm
and hence, how fragile is our entire world economy and our entire civilization.
Key world = tsmc
It boggles the mind that the world is under the mercy of unknown company to the public and why there is no other companies .
The bigger picture is tsmc provides a silicon shield for the country. Tsmc did it to protect the country. The rest of the world should have built their own foundries
almost by design right?
But Doritos already has chip supremacy. 😎
I don't know how old you are I've recalled doritoes tasting a lot better so they lost that war. Most popular food has changed the seasoning or recipe or provider
I have always believe in Stock market and other Economics activities but Is really unfair that 2021 trading and stock market is just difficult and unbelievable which is too bad now i rather invest my money only on bitcion and gain more profit in return.
@@janetyellen2096 Yes sure Bitcoin trade is great unlike the stock market and other financial market Bitcoin has no centralized location since it operates 24hour's in different parts of the world.
Can you two up there not start? We're tired of your scam comments.
Q🤣🤣🤣🤣🤣
What a wonderful documentary on chipset shortage! Well captured & documented, thank you @Bloomberg
People want to collaborate, whereas governments want to wage war on one another. Such a classic.
Normal people like us, find job, work for money, afford food and housing, cars or even make small investment. These big guys dont care, they just want their money like us, BUT at all means necessary.
Nah people hate each other as much as they collaborate
Never heard of TSMC before this video. After watching it, I can see why America and co are so keen to protect Taiwan...
Not only that but Taiwan is essentially a Democratic ally under Chinese threat
even taiwanese companies like foxconn, pegatron, etc. do their manufacturing in mainland china
The Chinese communist regime overthrow the democratic Chinese government, the former leader flew to Taiwan which was back than part of the main country.
Today the communist regime has control of everything on mainland and demands Taiwan back. Not only is the protection of Taiwan a sign of protecting democratic values, it is even a opportunity for western countries to enforce pressure on a unregulated communist regime. It is a sign of unapproval of the main land government. Same with Hongkong. It’s the ideology of Democracy. Also America needs military presence to stay a super power.
it doesn't work that way ... idiots
@Corona Virus The video does say designs are sent over to TSMC to be produced
it is tough and time-consuming, but i think China is going to do that by itself, no matter how long it takes, just like it was excluded from Space Station and Galileo.
what is Galileo?
@@MaltiAlex Basically the new GPS system. Its a more modern and way more precise satellite navigation system developed and created by the EU.
In 5 years China wil surpass and take the lead in chip manufacturing technology.
Yes China will make it within next 10 years
@@MaltiAlex GPS of European version
Man. I love these youtube videos! And if I may wax lyrical, so informative and thought provoking.
Your classmate is getting better and better scores. Instead of studying harder, you decided to throw away all his books and school supplies.
Lol so china is studying well? You have no clue of the Chinese copying of all stuffs
@@CxXxBot Man, you must see the fact is, every country wants to hold the key technology, they just don’t have a chance to do so. For a big country like China, which got technology blockage for a long time. Copying from others is always the first step to develop. Every country did this when they got a chance. Korea did, Japan did…
@@CxXxBot I agree China should do more on IP protection. However, one misunderstanding is, people think “copy” is just as simple as “ctrl + c”, which is definitely not. It is a learning process. China doesn’t have the blueprint, they must learn from the beginning to understand how things work. I bet for 99% of the countries they can’t even understand how it works with a blueprint provided. Right now, there are more and more China-owned technologies. China is developing fast, while western world become slow and lazy. It is a shame. I believe what we should do is learning from China, it doesn’t matter which party you are, just learn from the people better than you, but not just being jealous.
@@simonkind4640 LOL，they don‘t copy everything like China .
These videos more interesting than Netflix , production value is surprisingly high
Have you guys noticed how irrelevant Europe has become. It's the US, China and East Asia, nobody is talking about Europeans anymore.
We only talk about western Europe, and they live comfortably fine with each other. Asia though needs to trade outside, because they don't get along.
Europe has a higher quality of life than either. It's wealthy and peaceful. Only Americans need to feed their egos to make up for the fact that they can't even take care of their people. Despite long being the richest country in the world, the US has the highest poverty rate (or second highest - it jostles with Israel) in the developed world. It has crumbling infrastructure. Widespread inequality. High levels of violence. Etc. etc. They chose power over prosperity, Europe did the reverse. I prefer the latter.
@@ArawnOfAnnwn Well said, the 21st century belongs to asia...
@@dannnsss8034 Asia don't get along because US play the spoilsports in the middle - Asians are smart and hardworking people but they are vulnerable to Western power manipulation - which is their biggest weakness. History tells us the same story - the west were able colonized most Asian nations by manipulating one rulers against the other, making friends with one and creating foes with the other and never allow any co-operations between them. US is applying the tactics now in Asia-Pacific geopolitics and they are winning it. Evil Mastermind.
But do you know how many hours the people in East Asia(China, Japan, South Korea) work and how much pressure they are facing in the work and society? If they don't work hard, they will be placed by others. Especially in China and South Korea. parents are paying a lot of money for children's education, make them more competitive than others while in western countries children are play footballs and online games.
What an excellent first foray into Bloomberg Quicktake. Subbed. A+ content.
A bi-polar world would be best for human kind as it would fuel competition and innovation.
I'm glad you picked up on that illogical statement. With two big centres of chip innovation there would be more capital and resources pooled so that development is well catered to. The alternative is where small companies struggle to get funding and resources, like we have now. This is why there are subjects like economics at varsity🤣🙏💪👌
I don’t agree with the closing statement in this video. Now that American “supremacy” is threatened, there is talk of bipolarisation and ill portention of a Chinese way growing stronger. But isn’t that a rather negative and inefficient take on the way the world is developing? China’s progress is signaling other countries to pull their socks up, rethink resource allocation and plan definitively and efficiently. Technological competency and (if possible) self sufficiency are vital areas for a country’s future and China has the right to pursue these to the best of her abilities. Why it is continually framed in such a negative light is frankly a bit dismal.
Most intelligent comment yet. Bravo.
this is western media!!
I also disagree on the conclusion but usually it's the Chinese authorities advocating for keeping global trade and cooperation as it is. Western power, mostly the us, were expecting china economic and political system to open up and it did not happened so they want changes and apply pressure.
West capitalists vs East capitalists
@@EugeneBuvard nice to hear you concur and interesting that you brought up the “China to open up” “become democratic” rhetoric. I was writing a detailed response but decided it would be better to recommend a very interesting talk that touches on this. Search “What Happens When China Becomes Number One” a lecture by Kishore Mahbubani at Harvard IOP.
China is happily buying chips from the US until they are forced to make their own.
Yup
That's a pile of BS. Chinese are buying civilian airliners from USA and Europe. And they are also buying military jets from Russia. Are you saying Chinese are not trying to build their own aerospace industry? Chinese always want to dominate any industry and have a control over the supply chain which will give them strategic and geopolitical leverage. Semiconductor industry is one industry where they have no leverage. Most of the supply chain is in US and Europe.
There are 10 millions of Chinese 50 cents army of China communist party posting comments.
@@gotfan7743 evidence?
@@gotfan7743 And what's the problem with global dominance? Any country that can, will and should. They definitely thought about making their own chips, but it's cheaper and more efficient to to just buy it off open market, especially for those Chinese hardware company which is mostly privately owned. But now they will be forced to learn and when they succeed eventually one day, company like tsmc and Intel will lost an important market. Chips is not something that you can just open it up and copy, so I don't see the threat to intellectual property. Btw, Valar morghulis.
All around the world: It would take years for China to build cutting edge chip
Me: Didn't they built the largest working bullet train station network within 1 decade
complexity of building a bullet train network and building a semi-conductor industry is widely different, if they could have done it, they would have done already by now.
If it was that ez everyone would have done it.
@@abartakbhattacharya4475 how to catch salty indians? post a video of china's achievements.
@@abartakbhattacharya4475 you make building the world largest bullet-train system sound so easy.
No actually they had help from other bullet train companies from the west
Thats what happens when we drive and push people to buy the "most recent version" of everything just because. Maybe it's time for all of us to start questioning if we do really need all those "most recent" tech in our daily lives
Agreed! 🤗🌸
But if we didn't then we would still be using those old Dos computing and or still be playing Atari and not moving on to the next best world of ease. Computing today has allowed the world to communicate on a very fast pace level and world wide. This is one of the biggest selling points is to be able to communicate and buy goods from the other side of the planet. In the 80's that was at a snails pace, today it is over night and anyone can do it. Advancing tech is here to stay, question is who do we trust to build it...
@@jasonwitt8619 very true 100% correct. But I don't think we need a smart toaster 😅😂
@@jasonwitt8619 Yes true to a certain extent but do you really need to say buy a new I phone every year, why not keep it 8 years. You are only getting new features you probably don't want or need
I haven't felt the chip shortage. Plenty of lays in the superstore
@Zhuohui Li you missed the joke but it's fine
Plenty of chips at the poker table too.
i like sea salt chips
Read my name
@Zhuohui Li lays, as in the potato chip brand.
TSMC and Samsung only got the ability to create semiconductors from the US. After the US shafted and destroy the Japanese semiconductors chip industry, which was out production the US in both quality and quantity.
I think it was in the 1980's
nice info
yep and japan took a very high toll for that.. we see such stuff anytime soon again. Member Huawei ? yikes.
No, it seems expensive and also Japanese tech seem to be protective and it made ICs with only Japanese datasheet which was extremely frustrating! Also even outside of Japan there are trading companies that would refuse to sell ICs to non-Japanese company which was disgusting. I know because I called them to find out if this was true and he admin was point blank without a conscience that it might be a wrong thing to do said YES, this is their practice which is illegal.
When Japan become a crazed country Taiwan won the hearts of the Americans. Till today Taiwan is the place to be for semiconductor. The US just focus on tech.
not surprised what happened to japan this is what happens to a country that is a USA lapdog
I respect what they are doing but I want a new graphics card 😂
The problem is simple. You can't reverse engineer a manufacturing process.
You can only work out what the components are, and then from there, you need to work out how to make those components. With high-end chips, the processes often require knowledge of obscure physics, and a practical application of that, which has taken decades to refine.
china can reverse engineer anything
What I learned from this video: Buy stock of TSCM, SAMSUNG and SMIC
haha
@itzhexen ?
China is collecting and storing everyone’s dna. Look it up. Did you ever get tested for covid? China now has your dna. What they plan to do with it? We’ll find out.
@@stant7122 they dont have my dna.
Tsmc
I'm gonna guess that in 10 years time the best and cheapest chips will probably be coming out of china
Don't they already
The cheapest chips, yes, but not the best.
i don't think so.. many of these investments from china are failures... it's not something that you can do only with money
@@lore00star in short term yes. But the market will picked out the ones that actually wants to make progress. Let the time decide
@@lore00star
Human resources of R&D right?. Well only CHINA can pour & coordinate its resources, it will take CHINA double/triple less time to catch up. Its just a matter of time...
at least 15 years of progress in 2 years 7nm already
gotta love how taiwan is west of the US, yet the map animation take the long way east to get there.
So, this is why I can't get my new graphics card.
Bro facts
US has been sanctioning Chinese chip manufactoring for years, not letting them to buy cutting edge EUVs for semiconductor manufactoring
I payed allmoust 2000 euros for my new card... :D that if this was normal periods... I would not payed more than 600 euros.
@@exorcistgg9833 I live in Hong Kong, which is a couple of train stations away from Shen Zhen, we don't need to pay tariffs or anything (being a Chinese SAR and what-not), yet we still get ridiculously priced graphics cards that are 2-3 times MSRP. It's kind of like what you're seeing in the states right now, sites like Newegg are starting to have stock, but the prices are still inflated. That's what the market here in Hong Kong has been like since ampere was announced, stores lined with graphics cards, but they're being sold at these Ebay prices.
Granted, these stores have implemented measures to deter miners from buying GPUs, like how you can only get ampere cards if you buy an entire build's worth of parts. Even so, the prices you get are still 2x MSRP. It's almost as if everyone has forgotten that an RTX 3070 is a $499 part, not a $1000+ part. But yeah, I won't hold your hopes up just yet.
Well, I don’t think the US-China war will destroy the semiconductor industry. On the contrary, more America and China are at war with each other to promote the development of the world's semiconductor industry and give more profits to the world. The United States and China do not need to occupy an important position in this world, otherwise they will become a dangerous virus in the semiconductor industry. So letting them fight each other to get rid of impotence in this world is the best gift ever.
If the USA wants to regain its chip independence, the US government will have to remove the short term investment strategies which have destroyed US competitiveness in manufacturing, especially high tech manufacturing. The US government will also have to make its own investments in public private ventures, or directly fund the building of new cutting edge manufacturing facilities, no matter the opinions of die hard capitalists.
tldr; we can, but we don’t want nor need to.
It’s cheaper for the US to buy manufactured chips than manufacture their own. There already are companies in the US that make their own chips in house, but they don’t mass produce them like TSMC or Samsung.
@Primordial Fantasies We already do it with strategically important industries that we consider vital to national security. America actually is still the 2nd largest manufacturer in the world because we still manufacture armaments. We simply need to prioritize what it is we need to focus on.
Never going to happen, USA couldn't swim in a puddle
One : not cheap.
2 ; take a long timeee (more than a year)
3 ; not sure about profit.
This should be government project. But, i forget that USA care too much about their oversea base.
Every country on the planet practices capitalism. Some just give it a different name. It's the only economic system that works.
China: hope to collaborate and get things done quickly, cost effectively and to the benefit of both the US and China.
US: wouldn't it be "terrible" for the world if 1.45 billion people got access to medicine sooner than 320 million?
SMH
LOL, to the benefit of both the US and China. You're funny.
BigTech getting into production of its own silicon will be HUGE
Too many eggs in one basket!
a great basket for such a tiny country.
Did you mean the world (except China) is unreasonably relying on American Cloud Service providers?
@@oceanwave4502 Not only cloud serive, but twitter, facebook, google, ios, android etc as well.
@@abdiganiaden John seana apologised already on your behalf, calling Taiwan a country
@@PrapullSharma lol
To say that those 20-billion fabs get obsolete in 5years is exaggerating. The most needed chips like those used in the automotive industry don't have to be cutting edge.
He was talking about in general . in some years 2nm is coming
@@therocketmanprince682 But devices do not need 2nm. Maybe smartphones, which have to be tiny. The truck does not care if it is 2nm or 20nm.
True, but the thing is there are more phones and computers than cars. While the old process can still be used, the volume of production will reduce substantially.
@@georgebrantley776 Size has to do with speed and processing power. Final die size isn't all that important.
AI ? AI? AI? AI????????
The U.S. and China relations are arguably the most complex one in the world, simply like the flesh & bones that stick with each other seamlessly. From the market perspective, China has the largest vehicle and consumer electronic device market where all related corporations are dying to sell their products, on the other hand, China eagers to deliver on its goal of self-reliance on the technology sector, especially chip making which the U.S. strictly banned though, and hopefully, they can reach some point of perfect check and balance. By the way, The entire tech world that depends on the thin line of TSMC is something that both the Western world and China reluctant to see and is so ridiculous that must be altered somehow no matter how long it may take.
This is hilarious, the US is on the losing end of this fight for sure. If they refuse to sell these electronic chips, but continue to develop themselves, eventually with enough time they'll outpace the world. The US has been falling behind, you can see it in the technology.
Wait until a war starts. Then you will see who is behind in technology !
@@backinthegame34 you can't put the genie back in the box. Besides both are nuclear powers. And Russia is very much in China's corner.
Plus China is the largest trade partner for practically every country in the world.
US' success in Vietnam, Afghanistan, Syria, etc is not much to talk home about.
@@backinthegame34 u want war because u lost the leadership. This will not work Others have a better technology
@@70newlife lol
Immigration that all the US needs to use on China, talents from all over the world end up there, no one wants to go to China to live, you have no rights there if you go contrary to the CCP.
Reliance on China comes from a company's want to go for the cheapest labour possible so they can get maximum profit, they aren't forced to rely on China.
Well said
Actually, it's has gone past that for a long time. People want affordable products so factories are forced to move to China. The consumers demands it.
But China doesn't have the cheapest labor now, not even close.
@@zhangjin5120That's because it's not just about labor anymore. China has built industries that can't be beat. If you are an inventor with an idea or a product and money, all you have to do is go to China. Engineering, raw materials, manufacturing and even shipping, China will handle it cheaper and easier than making your own in another country with cheaper labor.
Would you pay for a $1800 iPhone?
Exactly.
3:33 $15 Bn - $20 Bn to build one semiconductor factory, and that factory is obsolete within 5 years. Factories must be operated 24/7 around the clock to be competitive. Brutal industry economics.
You can’t tell me they are scraping by tho.. so they see a dive in profits... what so no extra yacht for the 20th grandchild that year?
Ooh brutal industry
@@Psybo thats the point. You make 5-10 bill a year, or you go out 20-25 bill bankrupt.
@New oh yea? Maybe a genius like you should manage it so it will become numbeh 1, right?
Car still need 28nm chip, so After 5 years of 5nm chip, the campany Can still produce. But high tech like computer, will need more less nm chip.
@@imrokwasiba9027 Excactly. it's not completely true that a chip machine is obsolete after 5 years. most chips for cars are 40nm and tsmc is working on a 2 nm chip right now. the biggest shortage is actually for 40nm chips right now.
And that's why Taiwan will never be left alone to face an invasion. :)
🇹🇼Taiwan made best chips in the world
US forces China to develop their own chips though it is going to be hard at the beginning. However, I believe China will have their own chips eventually just like the space station.
They just need to steal some designs so that they can begin to build their shoddy components.
You mean the one that's already losing orbit?
@Katie K Their education system is a joke
@@JustAGuy85 If I get you a stolen blueprint of a Tesla, can you build one ?
@@JustAGuy85 USA so called No1 but can't protect its secrets, WHAT A JOKE!
When the U.S. bans China from ISS and NASA cooperation, China launched its own space station and Mars rover. The history tends to repeat itself.
innovation is inevitable but it's how you go about innovation which is what reflects and reveals in the incoming consequences, think deep about it
But when they launched the rocket, they can't track it. Lol
@@oscaarexports2494 Occurred 18 years ago.
China still can't get it right.
Do I have to type backwards and outdated for them.
but china took so long to realise. Are they naive?
@Soco lj d h reki Already replaced the outdated russian tech with new one.
That too at a much less price.
Excellent reporting!
Chip design and chip manufacture are knowledge, so they can be learned and mastered. TSMC is important but it is not irreplaceable. China will be chip independent eventually no matter the US puts sanction on China or not. The US can only slow it down.
necessity is the mother of invention China will eventually catch up and surpass ...
China will actually chip independent faster because of the US sanctions.
Chinas new space station probably wouldn't exist if the US wouldn't have banned China from the ISS.
0:10 "the most basic toaster ovens" do not contain a 'chip'. They use bimetallic switches for the temperature, and a geared spring mechanism for the timer.
Tell that to my Samsung smart toaster with a rtx3900 😎
@@david-rd2qc In what world is that "the most-basic toaster" oven?
I guess we are so used to everything being "smart" that we assume all home gadgets have bluetooth and microchips nowadays. Why do we need smart toasters and car keys? Isn't that overuse of this extremely sophisticated and complex technology part of the problem when it comes to shortage?
@@pameiuioigoutu so i can press a button on my phone to eject the bread and scare the cat.
Pedantic.
6:16 small correction here, but for current-gen cutting edge chips (which is what the this piece is about) TSMC actually makes use of EUV technology, the machinery ánd software of which comes from ASML in Europe, and not the USA.
Also, they are not "scraping" the chips with EUV light like that dude says, that's not how lithography works.
to be fair, their EUV Patent (monopoly) is granted by the US Government and ASML got to its point with heavy US involvement.
@@valeyo how is relevant that the US recognizes ASML's patent? That's only fair. But even if ASML didn't have a patent, they'd still hold a monopoly. No US company can make EUV machines.
I'm not aware that ASML had help from US. Do you have an example of this?
I was about to say the same before I saw your comment. How can they ignore ASML. ASML is nowadays as important as TSMC itself
@@prem9501 actually TSMC helps ASML to make EUV machines for 20 years. Not only ASML own this advanced tech of euv,TSMC also own a big part of it.
What seagulls we will be when the war comes and we are fighting over chips .
Taiwan has a population of only 24million to draw its talents from, whereas China has 1.4billion.
20 years ago, China didn't have its own global positioning system and space station. Today, it has BeiDou and TianGong
So basically without TSMC the earth explodes and we all die horribly, right?
no, but you get to keep your Iphone until the battery dies, and then you replace it with a Nokia 3310, which would survive any old earth explosion.
@@luxemag4347 im not sure the world without smartphones is such a bad thing...
@@hannibalwantsahuggrande3433 smartphones is already one of our vital organs. Without it, it seems like we lack something...
@@switchps310 gross. Go vacation somewhere with no cell signal or wifi and just enjoy the peace & quiet.
@@samd1405 kids these days have no idea.
That wax lyrical moment at the end was golden xD
you don't allow us to buy the chips, so we have no other choices...
You may have heard this one before, but this season is make or break for the A-Leagues. A potentially future-defining moment for competition, an opportunity for its administrators to grow the sport and relaunch it into the public consciousness.
Respect to all those hardworking people that help create the amazing technology we use
Title: Chip Supremacy!
Footage: PCB, capacitors, SMD...
Laymen can't tell the difference.
If China can successfully come through we're paying $25 per chip instead of paying $150 per chip. Which one would you rather pay? Just for example
well it depends on the quality, if the 25 dollar chip is gonna die in the first 2 years and the 150 dollar chip will last for 30...
@@TechToyTinkerCompany where do i find a 150 dollar chip that lasts 30 years lol. Not to mention a chip is obsolete in just 5 years whether it lasts that long or not.
@@neverletmego6414 it depends on what you are using said chips for. things like simple computing and to some degree automotive don't need constant updates.
@@TechToyTinkerCompany those use cases don't need highly dense chips that require cutting edge manufacturing techniques and equipment. China can manufacture them already.
What minerals do they use to manufacture those chips, I want to see something?.
Interesting times. How we went from fighting for food, land and believes to compete for technology supremacy. Ultimately it is all for Power.
Core?
@@whyareyouexisting7285 I mean fundamentally, all these competitions are for Power and Dominance. Nobody wants to be left behind in technology supremacy.
Life is literally a strategy game
@@massivekvnt1603 whats his full name!?
@@Changitojuanito some players have an advantage over others but that doesnt mean the ones with no advantage cannot be pro players
They will get there, matter of when.
And when they do, we will already have left.
Yea left behind.
Provided they are willing to break the bank and or engage in ip theft. Even them both of those things might not be enough given that hard chip making is.
Intel doing chip foundry. They've got the technology, but it had always been so customized to their own chip architecture, it's going to be a steep learning curve. Think of TSMC as a semi-automated bakery that takes any orders of bread from the community. Intel is like a fully automated donut machine, it's great at making all kinds of donuts, but if you want it to make toast, well, it's gonna be "toast".
Japan needs to step up their silicon semiconductor game. They have been sleeping the last 20 years.
The US killed Japan's semiconductor industry in the 1980s.
@@vincentsong1355 how?
The US forced Japan to cut their exports of chips because the US couldn't compete.
Then the 90s economic crisis in Japan happened and that ended up more or less killing the industry.
Meanwhile, Lays 'we got you covered' puffs more air in their packs
It's literally cow food anyway, well cheetos at least.
it's literally all just animal feed that hasn't hit the ground yet
@@ShadowedStickfigure We're animals too.
The comment above me is painful to see in every comment section .
@Mladen Joncevski lol 🤣
I love how these American semiconductor companies chose to outsource their manufacturing resources to avoid paying living wages and now want to complain about IP theft and overreliance/dependence on another country/region. Greedy scumbags caused this problem themselves and now tax payers essentially have to bail them out by funding new facilities in the US. These same crooks take tax payer money while maintaining complete ownership of the facilities while paying little or no taxes back to tax payers. Privatize the profits, socialize the losses.
Can we get this comment higher? More important than gamers.
@@bobsagat122 start now to build a manifqcteringt center if our own even if it takes years it will be worth it, that's ibfrastructure
Sorry, but this comment is wrong, foundries aren't employing some cheap workers, that barely make enough to live, it's all expensive engineers... also all the cutting edge stuff is made in taiwan/korea because those companys surpassed their american counter parts and because design companys cant afford to make an inferior product if they want to sell any they always go with the best process that makes sense for their product... and for phone/pc/server processors the best is what you need so they are all made there
@@johnuferbach9166 Genius, why do you think all of the resources and infrastructure are over there? They didn't just magically exist beforehand, the corporations brought resources over there to take advantage of cheaper labor cost. Why would they outsource their entire facilities if the labor cost would be the same? It would be cheaper just to sponsor H1B workers with those specific skills to move to the US to work in that scenario. The fact of the matter is that these jobs still pay way less than what a skilled engineer with US Citizenship would earn for the same job in the US.
As customer or end users, we will be happy to have other suppliers beside TSMC, as the price will become competitive.
Actually the price of producing a chip isn’t that high. A high end CPU is around 15$ and a high end GPU around 50$
11:20 It is not DECADES behind... in fact they can make 7nm chips. That is 2-3 years behind. Maximum 6 years behind.
Not really supremacy, more like chip independence. They just want to be able to make the best by themselves, like Taiwan does.
I'm sure after independence they'll try to dominate the market if they can
@@presidentfist2787 it automatically means supremacy . who knows better than CIA
I don't think so
ASML are the real wizards minus their EUV machines nobody on the planet can make any advanced chips, and EUV is American patented tech meaning Chinas chip dreams could be killed in a day
@@presidentfist2787 I'm sure they do not need to purposefully achieve market dominance. The market will play itself out. That's how China grows. The market plays itself out.
Balls deep in TSMC, hard to see it not being booked solid for the next few years and no one else is as advanced.
Me to. Its like 60% of my portfolio. They are building apple, intel, and AMDs chips now. And building a massive expansion.
@Corona Virus We don't make the US weaker; we are side with the US. And EUV is developed with help from TSMC. TSMC's clients like AMD, Apple, and others have to use technologies owned by TSMC to make their products, that's why they all place orders to TSMC, if in a future day, TSMC decides to not stick on just making chips, TSMC can make CPU, supercomputer, Mobile phone with better quality. And the profit rate of TSMC is around 60% or higher, compare to intel's 27%. TSMC is a company that needs smart people, not ordinary laborers.
US will steal everything valuable from TSMC and Taiwan and leave them to their fate
Better hope a certain nearby country doesn't invade in the next decade.
When I worked for an American Computer company back in 1970/80 I was told that the US government/defense doesn't allow any invention/development created by a US company or in the USA to go to another country until they had said ok. I would be surprised if that has changed. For China to get ahead of the US it must there fore independently go two steps. First catch up with what it doesn't even know exist and then make it better.
Explained in simpler way better than my professors
“When relying on others is not an option...”
*We do it ourselves*
By stealing.
@@halova962 ...Future technology with a time machine I guess...
@@halova962 Wasn't stolen. A few rich people here in the USA decided to send our factories and jobs to China. Hard to do that without sending the intellectual property that uses those factories and jobs. This was created by people like Buffet and Bezos... to name just two. So that those greedy sociopaths could have more billions.
@@halova962 yeah, just like the Anglos stole the land from Indians in the old days.😋
@@halova962 Ok. But like, honestly, who doesn’t steal?
I worked at DEC Digital Equipment Corp in Shrewsbury Ma in 1991 and we had been defeated by IBM as the leader in the personal computer field. We were making large servers w/ dumb consoles and IBM made smart consoles. We were ahead in chip manufacturing tech but our business plan was wrong. We anticipated there to be a cloud before one was possible. We sold our chip tech to a Taiwanese Company and I trained them how to do my small part in the process. Then we shipped the huge machines half way across the world. I assume it was to TSMC. We had the 64 bit Alpha Chip back then, but we were bankrupt.
10:25 "npc meeting" looks exactly like I thought an npc meeting would look like.
It's interesting to note that chip manufacturing requires a lot of water. This leads to draught in certain regions. Taiwan is also suffering from this.
the only region in Taiwan that is not in water shortage is Jinmen, they have 3 waterlines directly supplies from Shenzhen in Mainland China.
That's interesting. I see the US building micro-chip plants in Arizona. Hopefully, the water doesn't come from the Colorado River.
Interesting,...
中国降雨量最充沛的地方在台湾
When China learned the know-how technologies, GPU and CPU will be vastly cheaper than they are now.
True..
Is Huawei phone cheap? Low prices of Chinese products are based on very low wages of Chinese workers. Yet if Chinese companies can occupy some tech and market, they also want money.
Rear earth technology
Chinese companies are making wide range of products, the low ends are ofc cheap but the higher end ain't that cheap, especially with rising wages and production cost in China.
@@yukinetokisaki1644 solar panels are cheap today because of Chinas mass manufacturing. China is the one u should thank for creating solar panels cheap and make renewable energy at lower cost than fossil fuel industry.
TSMC announced 2nm in 2022 production.
90% of global advanced chips are made by TSMC.
Not for long...
If TSMC can stay ahead of the curve, then even if china becomes self sufficient, they will only sufficient in an older tech. They can probably get by with that, because old tech still works, but the world will still protect Taiwan. If China ever wants Taiwan, they need to make them appear useless in the eyes of the global elite.
@@LeafMaltieze let's not forget that the entire chip industry rests on one dutch lithography company. without their equipment we won't be able to fabricate anything. for larger technologies like fighter jets, they're easier to copy, but for anything near the quantum level, no amount of brilliance from china's engineers (who are already moving out of china by the way) can supplant those lithography machines
@@gasun1274 I heard there are Chinese working in ASML
Depends where you draw the line on advanced chips. If you include only the absolutely smallest line widths, yes, but that is a tiny sliver of the semiconductor market, or even on the "advanced" semiconductor market. Most advanced microprocessors are using 7nm or so.
Even every smartphone charging adapter has transistor inside ..😂
The biggest chip manufacturer is hands down McDonald's
"The biggest economic chokepoint of the 20th century may have been oil passing through the Strait of Hormuz, but now it's microscopic silicon transistors manufactured in Taiwan. But while the US and China fight for the control of the technology, they still depend on each other for the most part." That's a great insight considering the next cold war is going to be about technological advancements rather than political ideologies as we become more and more reliant on machines for all kinds of work.
Everything requires energy 🛢️
@@everythingisfine9988 Solar and Wind power, Nuclear power, and Electric Batteries, as we become more efficient in making these technologies more powerful and affordable, will eventually decrease our dependency on fossil fuel to a large degree. It will take time but it will happen as there is considerable public momentum to increase their utilization and industries shift towards sustainability and more green business practices.
@@Mrhector593 Try to construct all those green pipe dreams without oil, water and people (ageing population) and look how far you'll get buddy ;-)
The "Cold War II" has basically already started with China's saber rattling.
I got news flash for you. The cold war is happening now, it’s been happening. What do you think this is all about? It’s happening on all fronts, not only with chips but the race to colonize mars. China has a rover on mars, if you didn’t know.
US sanction kicked off the chip war. China used to import chips from Broadcom, intel and also from Taiwan and Korea. The sanction triggered everybody to race in domesticate chip development.
Great. Shouldn’t put all eggs in one basket.
It also used to steal all technology that dared put foot in it's land, and it uses inhumane cheap labour to be ahead of everyone in manufacturing to lure in unsuspecting equaly inhumane companies.
You got the causes wrong.
@@guliverjham8148 Using the 'inhumane cheap labor' excuse will only get you so far. China will not pay their workers the same amount of wages as Western companies do in their home countries, it's not happening. Only solution is for workers in the West to take less pay and make their products more competitive in the global market.
@@magellanmax right, because paying the same amount of wages is exactly how the world works. If only those pesky developing countries would just pay the same wages as in developed countries, then everything would be fine. Oh that thing about the different cost of living? No no, no need to think about that.
And if only people in developed countries would take less pay. It's not as if people don't like getting lower pay. Or that there is a need for a complete robust supply chain from raw materials to finished products
@andrew342003 Is it final?
When Tristan first moved into the Maitland community housing property, it did not have many of these features. He spent two years submitting requests for his housing provider, Hume Community Housing, to make alterations, only for the most significant ones to be ultimately rejected as too costly - a situation he describes as “stigmatising” and “dehumanising”.
I am surprise Philippines has a role on making iphone.
0:13 No microcontrollers in that toaster oven, sorry. That particular model is entirely electromechanical.
shh
Smart toasters
@rich martin Not this one; bimetallic thermal cutout switch for the element: mechanical. Rotary timer "switch": mechanical. Four position rotary switch for None, Top, Bottom, Both heating elements: mechanical. Neon indicator light; it's not even a LED. Of all the stock images out there they had to pick that one! :) Seriously not a big deal; amusing really.
Should've shown a micro-wave oven instead, (or the Breville toaster-oven I have)!
@@Clark-Mills you might be right this time but your on my radar buddy
I don't feel like if everyone lined up behind just US or China that that would automatically be great for humankind... sounds like a monopoly superpower. Maybe we need more competition...
There is actually. Chips are made in several countries, like Taiwan, Singapore, Costa Rica, Germany....
Russia comeback???
@@imanfateh3261 They make chips as well. They have their own architecture.
@@gteixeira European industries are constantly shooting themself in their foot - probably to save their big brother US. Its time EU build their Euro Semiconductor Industry.
@@aniksamiurrahman6365 It is not worth it. They have too much prejudice to work with foreigners, which will hamper any international effort. They might be able to do something if they do an entirely national project, like they already do with their military projects. However the Europeans in general didn't work as much as they cost, so a commercial project is likely to be unviable.
Thank you for this video
No! The "most basic electric toaster" does NOT require nor use ANY microchips in their design. They are still analog designs with spring loaded mechanisms.
There are more advanced toaster designs that do require microchips but your opening statement is in fact completely incorrect and misleading. The average person may not know this and you are giving false information.
"It's my way or the Huawei." - CEO, Huawei.
No kidding!!
The ccp thugs are aggressive and ruthless to say the least
@@dana.j9062 And America isn't?
@@dana.j9062 Lol, what?
@@presidentfist2787 America treats its allies well and are at least somewhat held accountable by its citizens.
China has no real allies, is an authoritarian government, controls its populace with an iron grip, and is overtly aggressive in its foreign policy. Not to mention the general Chinese population is very racist and anti-foreigner (especially towards other Asian countries) in their government created cocoon.
@@presidentfist2787 CIA always wins
I mean, we should never only rely on one source for any item.
Not long ago, where I live in US, we had a big shortage of iv fluid bags in the hospital. The only place that produced them/they were bought from was in Puerto Rico. There was no issue with supply until the big hurricane that destroyed so much of Puerto Rico. Now they made sure to set up other vendors/sources to get them from
You do realise PR is part of the US, right?
@@InservioLetum And why exactly is the location of the supplier relevant in a scenario like the one described?
It is very intersting when you understand all technical words.
China's organized planning and hard work has made it a leader in the manufacturing industries
Here I foolishly thought that the US was willing to go to war over Taiwan, for Taiwan's sake. I totally forgot that we are willing to pretty much anything to stay number 1.
A proxy. An excuse. Just like the Middle East when they wanted to be left alone before the U.S.A.'s interference.
No war no more - ask Assad
Most PhD students in top US universities who are working on integrated circuits R&D are from China. With Xi's $1.4 Trillion incentive calling, how many will stay in the US? What would they bring back with them?
Obviously way too late to worry about that.
None will be staying in the US, because since Bush 2, it has been quite difficult for foreign nationals with PhDs to stay in the US. Bush2 was how China got its scientist back. The policies he set after 9/11 deported many , junior and senior scientist back to China. And most subsequent PhD students are send back to China once they have earned their PhD in the US. The US administration became very xenophobic even as its reliance on foreign brain power increased.
@@nickl5658 Same problem in the UK. The UK does not support foreign students so why would they stay.
@@nickl5658 u mean trump? lots of Chinese engineers can not get H1B, so they have to return to "construct motherland" with their skills learned from the USA. lol
Plus anti asian sentiment, ofc they would go back to china, smart move from china's government 😂
Chinese word for invasion: "We need more chips."