Why China might invade Taiwan over microchips | If You’re Listening | ABC News In-depth

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  • Опубліковано 17 сер 2023
  • Microchips are in your car, your microwave, there might even be one in your kettle - they run everything. And the best microchips are made by TSMC, the Taiwan Semiconductor Manufacturing Company.
    TSMC chips have put Western tech companies and militaries streets ahead of China, and China is not happy about it. TSMC is so important, that the world could go to war over it.
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КОМЕНТАРІ • 301

  • @alubano.2833
    @alubano.2833 9 місяців тому +29

    Without TSMC, you should still be using Nokia 3310

    • @cclark3905
      @cclark3905 9 місяців тому

      As I sit at the TI Site, in the building he used to work at, I have to ask...
      Are you drunk?

  • @tweedybirdster
    @tweedybirdster 9 місяців тому +11

    Morris Chang did not study Engineering at Harvard. It is incorrect to say he is a Harvard educated engineer. Morris Chang is a MIT educated engineer.

  • @jamesc571
    @jamesc571 9 місяців тому +16

    Good documentary but in all due respect, the title seem to suggest Taiwan is at fault...It's not and it was never Taiwan's fault and Taiwan will never cause war

    • @CiceroSolo
      @CiceroSolo 9 місяців тому +3

      Exactly

    • @merrick6484
      @merrick6484 9 місяців тому +1

      23 million people declare war on a country with 1.4 billion people, very unlikely.
      Its one against 26 opponents.
      Imagine a bloke walks up to a soccer match and fighting players from both soccer teams, plus their bench players.
      No, Taiwan can not win.

    • @CiceroSolo
      @CiceroSolo 9 місяців тому

      @@merrick6484 attributing any blame to the DEMOCRATIC INDEPENDENT COUNTRY of Taiwan is pure Abc ccp propaganda.

    • @marcobelli6856
      @marcobelli6856 9 місяців тому

      @@merrick6484you think war is only Numbers? Look ww2 japan vs China. Also with tech people become less and less important just weapons

    • @Karl-Benny
      @Karl-Benny 4 дні тому

      Taiwan is a part of China

  • @m9shamalan
    @m9shamalan 9 місяців тому +7

    Love your work Matt. Your podcast is one of the best in my feed and essential listening.
    FYI the number of transistors in that mic preamp is closer to 6 than 60. Perhaps 60 parts in total?

  • @abuanwp
    @abuanwp 9 місяців тому +7

    Tell me you work in microchips development without telling me you work in microchips development.
    Me: The wafer yield of the TSMC logo is 86% which is a yield only attainable by non SoC chips which are their old products.

  • @drymoper2234
    @drymoper2234 9 місяців тому +11

    Tsmc company does not happen overnight...it takes years to develop and the right people and workers to make it happen ...you cant set up a company with workers thats not 100 ,%committed to work ...tsmc have technicians thats ready to work 2am if theres a problem with the machine while in the west they will have to wait till 7am ..

    • @cclark3905
      @cclark3905 9 місяців тому

      It also takes companies who are willing to toss their engineers and manufacturing in the trash heap in order to save $$$.
      All hail the shareholders 🙄

    • @cclark3905
      @cclark3905 9 місяців тому

      Yeah, because TI and Intel don't have night shifts.... seriously?
      TSMC got powerful because companies in the West wanted to save $$$

    • @chriswong9158
      @chriswong9158 9 місяців тому +1

      That is why TSMC of Arizona, USA was at a lost from day one. Multi-Billions lost in TSMC and a plus for China for do you think China was sleeping for the last 20 years in the R&D of micro chips. For China it was cheaper, faster for TSMC to produce USA, European design chips to apply to Worldwide Products aka cars, tv, phone and etc... It was a win-win for all, European, US and Asia over all. Like the US Wolf Amend Act of 2011, China from an horizontal manufacture is now willing to vertical in the Chip industry thanks to US Joe.

  • @AlphaPreyPlays
    @AlphaPreyPlays 9 місяців тому +5

    Haha that ending gag was very funny, hope to see more of this on youtube

  • @th1ngo
    @th1ngo 9 місяців тому +8

    An excellent series.

  • @zillsburyy1
    @zillsburyy1 9 місяців тому +16

    TAIWAN #1 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

  • @ohdearearthlings1879
    @ohdearearthlings1879 9 місяців тому +21

    Time for Australia to provide Taiwan with enough land to set up a free State within Australia.

    • @oceanbreeze89
      @oceanbreeze89 9 місяців тому +6

      We should do the same as the Americans, Japanese and Germans and invite tsmc to build a semiconductor foundry in Australia, so it will be safe from PRC’s daily threats.

    • @chriswong9158
      @chriswong9158 9 місяців тому +2

      Yes, do so for the 24 millions Chinese Taiwanese islander. Hey, that mean 24 millions more new Australian tax payers

    • @chriswong9158
      @chriswong9158 9 місяців тому

      @@oceanbreeze89 did someone forget to tell that to Morris Chang, founder of TSMC for his has resident and citizenship in the PRC. Someone forgotten to tell him of the daily threat.

    • @ohdearearthlings1879
      @ohdearearthlings1879 9 місяців тому

      @@chriswong9158 Anti Communist Dragon Mums make good citizens.

  • @cclark3905
    @cclark3905 9 місяців тому +4

    Other than the "lot number" The silicon wafers aren't "etched" with lasers...😂
    Damn, I wish it was that simple.

  • @DanielMasmanian
    @DanielMasmanian 9 місяців тому +3

    Very well done, thank you

  • @actnowordreamon6774
    @actnowordreamon6774 9 місяців тому +1

    Great videos (this only the second I watch but I subscribed). Unfortunately, the audio of the videos are not great. The sound is too low and you are not speaking directly in the microphone which make it hard to listen. Anyway, great stuff

  • @cv8plumber18
    @cv8plumber18 9 місяців тому +2

    Great Podcast guys 👍

  • @tdb7992
    @tdb7992 9 місяців тому +25

    I love the footage from old ABC documentaries on microchips used in this video. They were so interesting and information dense, and the narrator always had a commanding voice. I really wish that style of documentary was still made. Takes me back to primary school with all us kids sitting on the floor watching a documentary on the planets, physics or computers.

    • @tonybooth4
      @tonybooth4 9 місяців тому

      Agree 300% I was trying to recall his name Mike Carlton would know

    • @vanveakrin276
      @vanveakrin276 9 місяців тому

      Yes he has a good voice... talking clearly in English.. Super quality sound..

  • @detectiveofmoneypolitics
    @detectiveofmoneypolitics 9 місяців тому +4

    Economic investigator Frank G Melbourne Australia is still watching this very informative content cheers Frank

  • @daruro11
    @daruro11 9 місяців тому +4

    Excellent like all your reports! I watch the video and the podcast! Keep the good work

    • @yaboi4769
      @yaboi4769 8 місяців тому

      Thank you for letting me know there's a podcast!

  • @JohnH1
    @JohnH1 9 місяців тому +32

    Very interesting video thanks for putting it together. I think the idea is for the US and the EU via Germany to take over the production of Micro Chips in the case of an attempted invasion of Taiwan. Of course, We (Australia) could probably have become a leader in the field as well but we'd rather just dig holes.

    • @mrdeanvincent
      @mrdeanvincent 9 місяців тому +14

      We'd rather just *let corporations that make obscene profits and pay very little tax* dig holes

    • @user-xl2ir1nv9t
      @user-xl2ir1nv9t 9 місяців тому +3

      ​@@mrdeanvincentexactly

    • @mgronich948
      @mgronich948 9 місяців тому +5

      No Australia would rather pay US defense contractors 350 billion dollars for 8 submarines, that will actually be delivered in 2040 to 2050.

    • @asleepawake3645
      @asleepawake3645 9 місяців тому +5

      weird how capital is allocated. TSMC scale requires investing billions with full risk for decades hoping for a return on investment, compared to digging holes woth instant gratification. Instant gratification wins. Problem is, massive state backed investment conpeting with private investment is called out as communism, and is anathema to Amwrica's oligarchs who has all the capital.

    • @asleepawake3645
      @asleepawake3645 9 місяців тому +4

      ​@@mgronich948, the US defense budget is the nutmeg investment put in for invading and taking everything. Who needs to take the risk to build megaprojects when you can just pick and choose to expropriate the most successful ones? 😊

  • @oceanbreeze89
    @oceanbreeze89 9 місяців тому +9

    No wonder the US, Japan, Australia and Western allies are defending Taiwan. 😅

    • @jamesn-guyen8312
      @jamesn-guyen8312 9 місяців тому +4

      Whether Taiwan wants it or not.

    • @CiceroSolo
      @CiceroSolo 9 місяців тому +1

      Of course Taiwan wants it@@jamesn-guyen8312 And the US and allies showed they would have defended Taiwan before the development of Taiwan. Heck, China not just following the KMT into Taiwan in '49 was because of the Americans

    • @paulciaro158
      @paulciaro158 9 місяців тому +1

      Hahaha.... I love your comment. It's great to see this bs which legacy media goes to great lengths to make doesn't fool that many people anymore. People aren't as stupid as they like to think though I think Mr. Bevin is.

  • @fierofinatic
    @fierofinatic 9 місяців тому

    That microphone amp is from the late 60s not 50s it would be vacume tube not transistors.

  • @Hochspitz
    @Hochspitz 9 місяців тому +5

    Doesn't the Netherlands also play a huge part in all of this?

    • @PuddinPie
      @PuddinPie 9 місяців тому

      To a degree - 5nm tech was researched and is owned by ASML in Netherlands, and now supplies TSMC with the equipment to make chips in 5nm, and it’s their choice to keep their equipment out of China (for obvious reasons) that was the true instigator to China wanting to invade Taiwan, and is the reason the US will defend it, and why a plan B TSMC plant is already being built already on US soil - the real question is what happens when it’s built.. will the US still defend Taiwan? Will ASML pull its equipment from Taiwan?

    • @ilphi08
      @ilphi08 9 місяців тому +1

      ASML

  • @Goosecanoe0040
    @Goosecanoe0040 9 місяців тому

    Imagine you put a 0day exploit on a chipset pre manufacturer . . .

  • @MatthewSummerton
    @MatthewSummerton 9 місяців тому +4

    Good show. Keep ‘‘em coming to UA-cam

    • @paulciaro158
      @paulciaro158 9 місяців тому

      Yeah, a good show of Australia's loyalty to the American global financial cabal at the expense of the truth.

  • @flamingstag2381
    @flamingstag2381 9 місяців тому +2

    WELL THATS ONE VERSION how about a long planned form of u.s.a exspancionism ?

  • @riko0029
    @riko0029 9 місяців тому

    That streets ahead reference was streets ahead

  • @jemborg
    @jemborg 9 місяців тому +20

    It's worthwhile noting that the top chip _making_ machines are made/assembled by ASML in the Netherlands (coincidentally), and then shipped to Taiwan.
    Other major companies like Crucial have bought their own EUV lithographic machine from ASML. These machines are worth about $300,000,000 each with the next version probably worth a half a billion dollars.

    • @chriswong9158
      @chriswong9158 9 місяців тому

      ASML like TSMC and Samsung, since 2022 have taken a hit in the multi-billions $$$ and lost of a major buyer. And will continue to the near future for they Nation prefer to be a lapdog then an enterprise for mankind. Like the "Nutmeg", another supplier were found.
      In refer to China invading Taiwan over TSMC, ask one question, why would you if you're already getting a great product, fast and cheap. Like the US Wolf Amendment act 2011, China had over come that issue aka Tiangong space station.
      All USA sanction has done to China, is to push them into an market they had no intend in the first place. Thk USA Joe

    • @darkbunglex
      @darkbunglex 9 місяців тому +1

      Great point, ASML are the designers and builders of the cutting edge tech. If China stole Taiwan which would mean the Gov would take over TSMC, it would take years for China to reverse engineer the 5nm machines, all while ASML have halted sale of new tech to them. ASML would stay in business because there is a massive over demand for there machines

    • @jemborg
      @jemborg 9 місяців тому +1

      @@darkbunglex damn straight. Also developing the expertise in running the things. Takes a lot of skill and experimentation operating those unforgiving anvils. (Back when AMD announced Zen they had only a couple of CPUs that worked at room temperature! Fair dinkum, they bet the company on it.) Operators might likely bugger off to a fairer climate if China invaded.

    • @joshlewis575
      @joshlewis575 9 місяців тому

      ​@@darkbunglexthey would never be able to remake those intricate machines. Plus how do you invade a little ol island without destroying those machines? N if somehow the ccp looked like they'd win those buildings will be demolished internally. Wild how 1 little company holds the keys to the future

    • @petersvancarek
      @petersvancarek 9 місяців тому +1

      @@darkbunglex TSMC facilities would be destroyed in long fights. I wonder why someone expects that after war there would be anything working.

  • @detectiveofmoneypolitics
    @detectiveofmoneypolitics 2 місяці тому

    Economic investigator Frank G Melbourne Australia is following this informative content cheers Frank 😊

  • @lawrenceiverson1924
    @lawrenceiverson1924 9 місяців тому

    I totally respect a great bridge player!!!!

  • @WoolyJumper5
    @WoolyJumper5 9 місяців тому +23

    Great story, thanks for breaking this down to something mere mortals can appreciate.

    • @user-xl2ir1nv9t
      @user-xl2ir1nv9t 9 місяців тому +1

      Not really, it's mostly just framing and not really that interesting other than Much that something an attempt to drum fears

  • @Juddly05
    @Juddly05 9 місяців тому

    No mention of ASML, the Dutch make all the equipment to make the semi conductors.

  • @brendansmith7842
    @brendansmith7842 8 місяців тому

    Morris Chang has already said there are protocols and a kind of self destruct button if something were to happen. Sounds totally believable.

  • @Troy-ol5fk
    @Troy-ol5fk 6 місяців тому +1

    My favorite ABC podcast

  • @AZbluedot196
    @AZbluedot196 9 місяців тому

    AZ here, they are building 2 of these factories here now.....

  • @MozartificeR
    @MozartificeR 9 місяців тому

    I like the Rhino analogy.

  • @huangjacqueline9581
    @huangjacqueline9581 9 місяців тому +1

    I personally don't think the factory in the US and Germany would succeed as they have no idea how much effort Taiwanese engineers have to sacrifice for it.

  • @sickman112
    @sickman112 9 місяців тому +8

    Manufacturing these chips, however, is a bit more complicated than pulling nutmeg off a tree

    • @chriswong9158
      @chriswong9158 9 місяців тому

      Yes, but like building a space station around the planet Earth, third Nuclear Nation, and sold chop sui, it can be done.

  • @BLURTHEGHOST
    @BLURTHEGHOST 8 місяців тому

    Unbelievable😵‍💫

  • @KenGold666
    @KenGold666 9 місяців тому

    wow!

  • @LouiseLouise-sk2ci
    @LouiseLouise-sk2ci 9 місяців тому

    Yup

  • @yiping7193
    @yiping7193 9 місяців тому +3

    TSMC dominates in Advance chip production, the issue is because cost and scale. TSMC can beat its competitors in both and put many of them out of business. Its not the case China or US doesn't have the capability to produce these chips but just can't do it at price and speed TSMC can. Current Chip war may not be a bad thing at least for China, as it forces its domestic companies to buy more expensive Chinese made chips hence growing its own industry. It basically spell the end of monopoly by the likes of ASML and TSMC. I think that will be a good thing for the market.

    • @chriswong9158
      @chriswong9158 9 місяців тому

      Since 2021, this USA action making TSMC, AMSL and Samsung lapdogs to the USA has just start China chip industry again. Thanks to Joe Biden and the US American 2020 voters. God bless USA.

    • @joshlewis575
      @joshlewis575 9 місяців тому

      The chinese just learned how to make ball point pens in the last decade. I highly doubt they have the expertise to do what was described in this video. Intel can barely do it. I'm pretty sure they're a little more qualified than some random stolen chinese ip factory

  • @Raven187FPV
    @Raven187FPV 9 місяців тому +3

    Bit loud on the music mixing there 😅

  • @dasfear726
    @dasfear726 9 місяців тому +11

    Shit I'd fight to defend taiwan 🇹🇼

  • @shigetsan
    @shigetsan 9 місяців тому +3

    If China were to take over the Taiwanese factories, I don't think asml would continue to service their machines or sell them in a new one. It wouldn't last long

    • @asleepawake3645
      @asleepawake3645 9 місяців тому +1

      They probably won't take over factories per se, as they want the company to continue operations. It would porbably be like the country was under new management, but a war would mean total blockades of the supply chain anyway

  • @vanveakrin276
    @vanveakrin276 9 місяців тому

    The main supporter of TSMC project in Taiwan was Chiang Jin Kuok who was the son of president Chiang Kai Chek ..

  • @yaboi4769
    @yaboi4769 8 місяців тому

    *Quicker, my dude

  • @J20666
    @J20666 9 місяців тому

    You can also also say TSMC is an American company as Morris Chang is an American citizen. Also,

  • @dkwlin4351
    @dkwlin4351 9 місяців тому

    from Chip War edited by Chris Miller 🤣🤣🤣🤣

  • @lawrenceiverson1924
    @lawrenceiverson1924 9 місяців тому

    Nutmeg also gets you high (sort of ) if you ( I think ) smoke it !!

  • @Welldone827
    @Welldone827 9 місяців тому +4

    Great documentary!!!!
    Funny guy!!!
    Well done!!!
    Thank you!!!🙂

  • @benwilson6145
    @benwilson6145 9 місяців тому +1

    The Dutch swapped Manhattan Island with the British for the island of Run

  • @colinchen2638
    @colinchen2638 9 місяців тому +4

    * CORRECTION AT 13:37 : TSMC was founded in Taiwan in 1987 *

    • @HandheldAddict
      @HandheldAddict 9 місяців тому +1

      He retired from the company he built, (COMMA) in 2018. Not that he built the company in 2018. Which is kinda insane to think he retired so recently

  • @chillxxx241
    @chillxxx241 9 місяців тому

    everyone overlooks the fact that the US companies were looking for synergy. This happened both of TSMC and ASML. If Taiwan is going to be constantly under threat that induces additional risk equation. Unfortunately, this is not good news for Taiwan.

  • @petersvancarek
    @petersvancarek 9 місяців тому

    It is very improbable the TMSC wouldn't be destroyed during fights. Just look on Ukraine. And while western countries would suffer massive shortages of microchips, it is nothing when compared the shortages China would experience.

  • @willowsband1
    @willowsband1 9 місяців тому

    Who's going to tell him they are resistors

  • @hansolowe19
    @hansolowe19 9 місяців тому +7

    As a dutchy: my bad for what happened due to nutmeg (and other spices).
    Luckily most of the world doesn't act that way anymore.

    • @khtchen
      @khtchen 9 місяців тому +2

      most of
      that's still terrifying.

    • @hansolowe19
      @hansolowe19 9 місяців тому

      @@khtchen indeed, I only have to read about Russia and Ukraine to be grateful to live in peace.

    • @yu-mingchang2256
      @yu-mingchang2256 9 місяців тому +1

      Little fact: the first batch of Han-Chinese immigrants were imported/traffic-ted as field labors to Taiwan by Dutch back in 16th century. And some 400 years later TSMC bought many semiconductor IPs from Philips. We are deeply related.

    • @chriswong9158
      @chriswong9158 9 місяців тому

      @@hansolowe19 Wow, compare to what??? the Dutch Empire model is still well and running, have you not notice Africa, Middle East and Central America. Not one had not had the French, British or USA using the Dutch Model

    • @hansolowe19
      @hansolowe19 9 місяців тому

      @@chriswong9158 I'm sorry I don't follow. I get confused by how you write. Apologies.

  • @rikpeeters
    @rikpeeters 9 місяців тому

    talks about TSMC, shows only non tsmc chips at 00:20... nice research

  • @Producedbylevithomas
    @Producedbylevithomas 9 місяців тому +4

    pretty old news lol i had an argument with a bloke at work about this not long ago, was trying to tell me i was full of it lol goes to show how much people actually know about whats going on in the world.

    • @PuddinPie
      @PuddinPie 9 місяців тому +2

      Well it’s strange that it’s taken so long for the ramifications of this tech to be in normal news (even though it’s missed A LOT of important info). I was talking about this around 5 years ago and told everyone I knew to buy shares in ASML and tsmc haha, a couple did, the rest wish they had..

    • @chriswong9158
      @chriswong9158 9 місяців тому

      @@PuddinPie and yet, have you seen TSMC stock of today... Like the US, it's in recession.

  • @robparsons1527
    @robparsons1527 9 місяців тому +2

    You seem to be missing a vital aspect of TSMC's operation.
    The machine (and the technology) that makes the highest tech chips they make is not theirs, it is made and manufactured by ASML and Philips, Philips separated their lithographic business from the parent company into a partnership with ASML, (don't know if Philips is still a partner).
    These machines are made in the Netherlands and TSMC is totally dependant on them (at least for the highest tech chips). These machines take over a year to make with a price tag of $20 million plus.
    So ASML is the real power as they own the patents/technology and make the machines, DUV (Deep UltraViolet lithography), that TSMC uses. This technology is restricted from China so if they do invade Taiwan this plant would definitely be destroyed and a new facility built somewhere else. So a temporary halt to some chips but within 2/3 years they would have a new facility working, I think a new plant like TSMC's is being built in Arizona, so maybe no temporary halt at all.

    • @joschmannlemanstein7964
      @joschmannlemanstein7964 9 місяців тому +4

      These machines are indeed manufactured in the Netherlands, but where do the chips inside the machines come from? They come from Taiwan. Without these chips, the machines cannot function.
      and "DUV" ? Seriously? Is this a joke ? Have we returned to the Stone Age? Do you truly understand semiconductors or TSMC?

    • @robparsons1527
      @robparsons1527 9 місяців тому

      I think the other chip manufacturers only have access to DUV tech, what you can make with EUV is smaller and more powerful and the highest tech you can get at the moment, who knows what is around the corner, nano scale 3D printing?. @@whiteghost4431

    • @AllanSmith-vy2nn
      @AllanSmith-vy2nn 9 місяців тому

      Very good point@@whiteghost4431

    • @mikeyjohnson5888
      @mikeyjohnson5888 9 місяців тому

      @@whiteghost4431 They can just not as cheaply.

  • @Pvosinc
    @Pvosinc 9 місяців тому

    microchips explained …

  • @zoek1133
    @zoek1133 9 місяців тому +1

    I wonder where do Russians get their chip 😂😂😂

  • @TheyCallMeNewb
    @TheyCallMeNewb 9 місяців тому +2

    This show is strikingly good. It is not, with relief, encumbered with the sort of compensatory liberality and its attendant oversteps which tend to predominate on the ABC. Strong stuff.

  • @user-ug3bj5bq9i
    @user-ug3bj5bq9i 3 місяці тому

    Even though China takes over Taiwan, TSMC would be useless to them if Dutch did not sell them the machines and Japan sell chemcials for making chips . Then, if US blew off TSMC, the world would be in terrible short supply of chips that could be not be produced in years to come. It takes a long long time to build a foundry. Think of the chip shortage during Covid 19. The consequences would be even more catastrophic if TSMC is blown off and no other foundries could replace it in a long time to come.

  • @MRTY323
    @MRTY323 9 місяців тому +1

    China does not want Taiwan for its chips, period. Even if TSMC voluntarily set up shop in China, it would still need to import the precursor materials and necessary reagents from Korea and Japan, and lithography from the Netherlands. All are staunch US allies.
    Getting Taiwan will not help China to monopolize chip production. Chinese longing for Taiwan has always been political, to win the civil war for good.

    • @tonylam9548
      @tonylam9548 9 місяців тому

      One of Taiwan's key importance is like the real estate guys always said, location , location , location.

  • @larrysouthern5098
    @larrysouthern5098 9 місяців тому

    This video will go down as the go to archive of how WW3 started..
    I got all misty eyed when you brought up Texas Instruments..and
    Dr Chang...
    They had the bull by the bullocks back then...
    .wtf happened???
    Thank you for telling it!!!

    • @SeriousSchitt
      @SeriousSchitt 9 місяців тому

      It's the basic instinct of the human being to peruse money and a bargain "EVEN" at the expense of quality of life itself... Basically we sold our souls for money!

  • @sirneko2
    @sirneko2 8 місяців тому

    China doesn't control the microchip supply line, that's why they would gain nothing from seizing Taiwan, they would upset the chip market slowing everyone down even themselves... even with the assets they wouldn't have the people skillsets to run the machines, or the materials to make the them. They have far more of a chance negotiating their way in, which CCP is not great at. And in the current scenario, probably can't afford

  • @DennisHolmberg-sl1hz
    @DennisHolmberg-sl1hz 9 місяців тому

    TSMC instead of increasing the costs of chips could do the opposite, sell them at such a low cost that nobody else can compete, leading to no desire to build factories elsewhere since they would not be competitive.
    So the argument for that point could go both ways.
    The risk is that there is no viable second source, regardless of differentiated costs.
    Once upon a time, Intel licensed their x86 architecture to AMD because they were concerned the US Government might go after them for anti-trust, as a result they partnered specifically to create a second source of their product. Today, we have AMD as a second source using a version of the x86, where their competition leads to improvements over time.
    As important as TSMC is, and good on them for doing what the American companies showed no interest in doing in the states (corporate greed being one of the biggest limiters in actual advancement...especially here in the states).
    However they should not be a single source of said technologies.

  • @Super_Mario_Esq
    @Super_Mario_Esq 9 місяців тому +2

    Just to be clear, the country he talked about is Taiwan, not Thailand. Sheesh, I don't know how many foreigners have mistaken Taiwan for Thailand.
    TSMC, Thailand Semiconductor Manufacturing Company.

  • @mattschwensen9562
    @mattschwensen9562 9 місяців тому +1

    You missed a major part of the whole dilemma. (The public deserve better out of the ABC than half the story)
    If China were to invade and take control of microchip manufacturing they would still need the world leading design of microchips that comes out of Silicon Valley in the USA.
    This is why it is a stalemate. So until China can design the best microchips themselves (which they are a very long way off) they can’t invade. And to complicate things more for China the USA have enough production facilities in America to supply their military with microchips in the advent of war however losing Taiwan and China restricting the flow of microchips would lead to a financial crisis which the USA doesn’t want and possibly couldn’t handle.
    Hence the stalemate I mentioned earlier.
    Next time give the public the whole story.

    • @chriswong9158
      @chriswong9158 9 місяців тому

      Since 2015, China had it's own R&D on Chips and now with additional 2,000 plus Chinese American from the silicon valley, GTE, MIT, State of Texas and etc... has return to China after the Chinese Exclusion Act of 2021 by Joe Biden.
      Do you think that would help. Note Morris Chang has resident in China. Ask how Tiangong Space Station had happen.

    • @chriswong9158
      @chriswong9158 9 місяців тому +1

      Also note without USA, the issue of Taiwan island would be of no issue for USA, PRC need the return of the island of Taiwan, not the 24 millions for they already have 1.4 billions. CCP remember quote "All who surrender will be spared; whoever does not surrender but opposes with struggle and dissension, shall be annihilated. - Genghis Khan
      China has 3,000 years of history behind it.

  • @tonylam9548
    @tonylam9548 9 місяців тому +1

    5:27, transistors are soldered on to the circuit board, not welded, the base material were not melted. So you really think they are that dumb in Taiwan??? The CCP can just walk in and take over the factories like French battleships. Even Morris Chang said the CCP will get nothing. Like the Swiss, I am sure the Taiwanist had pre positioned explosives at all the critical machines, machines so precise a single 12 gauge can take them off line for months. Even if a couple were captured intact, they require the cooperation of the technical staff to run them. China would cut themselves off the most advanced chips. Good luck getting parts and service from ASML.

  • @saoyang3358
    @saoyang3358 9 місяців тому

    Chinese are too smart to play this chip games with the US!!!

  • @ThexBorg
    @ThexBorg 9 місяців тому +1

    TSMC = Dune/Arrakis = Spice Melange

  • @JJ_178
    @JJ_178 9 місяців тому +1

    China also will invade Australia over beef, cheese and wine 😅😅……

  • @busridediary
    @busridediary 9 місяців тому

    Damn. You really ripped off Johnny Harris' style.

  • @anthonyburke5656
    @anthonyburke5656 9 місяців тому

    Not the “best” but dammed good at the right price. TI was the cutting edge at the time. Microchips aren’t difficult to make, they only require infinite patience and skill.

    • @CiceroSolo
      @CiceroSolo 9 місяців тому +2

      They're difficult enough to make that China is struggling and they're way more difficult to make on an industrial scale

    • @anthonyburke5656
      @anthonyburke5656 9 місяців тому

      @@CiceroSolo yes, very difficult to make, but not impossible, given the need, a motivated political will, sufficient lead time and a motivate work force untrammelled by ideology, any first world nation can do it, all it takes is infinite patience and skill

    • @CiceroSolo
      @CiceroSolo 9 місяців тому

      I'm not sure if I agree with you@@anthonyburke5656 . I actually looked into it fairly recently and I believe the US put out a paper on the feasibility of creating a country-specific at scale chip business and they put the cost at $1 trillion USD. That explains why the whole process has been internationalised - from Europe to Japan to USA to Taiwan. Each country responsible for particular components and those costs. It's a fairly lovely example of actual positive globalisation.

    • @user-wl8uu2fh5i
      @user-wl8uu2fh5i 9 місяців тому +1

      @@anthonyburke5656 要不停加班換來的!! 歐美員工不想這樣!

  • @kirrendowsett
    @kirrendowsett 9 місяців тому +12

    Great work, very interesting take.
    ASML (Denmark) build the machines that manufacture the 5um chip. Samsung and TSMC are the only companies that currently have this tech. Manufacture is for Machines is slow and ASM is the bottle neck of the high end chip shortage. Biden has got US companies next in line to secure Chip manufacturing machines from ASM, Micron and others. But, Yes right now and for the next 24months until the next machine tools up, TSMC & Samsung is it.

    • @marca9955
      @marca9955 9 місяців тому +11

      ASML is from the Netherlands.

    • @Kneedragon1962
      @Kneedragon1962 9 місяців тому

      @marca9955 ~ Yes, and ASML is the world's only supplier of deep ultraviolet lithography machines.

    • @PuddinPie
      @PuddinPie 9 місяців тому +2

      5nm not um

    • @kmanliberty1065
      @kmanliberty1065 9 місяців тому

      @@Kneedragon1962 Incorrect again. Multiple companies has DUV (Deep Ultraviolet Lithography) equipment (Nikon, Canon...etc.) ASML is the only provider for EUV (Extreme Ultraviolet Lithography) equipment in the world.

    • @Kneedragon1962
      @Kneedragon1962 9 місяців тому +2

      @@kmanliberty1065 [Roll eyes] Extreme, yes, you are correct. That's what I meant. The latest smallest most advanced system that is in actual manufacturing / production ~ not a pi-in-the-sky research project.
      Happy Days tv show ~ Arthur Fonzarelli : "I thought I was wrong once, but it turns out I was mistaken."

  • @edwardcorrigan4775
    @edwardcorrigan4775 9 місяців тому

    This should be a joint effort with Taiwan and the US making a new factory in the US with a relocation incentive to top micro chip expert and managing directors to form a co alliance for the future of the processing of micro Chips made in the US. Working hand in hand to develop a new factory. Where TSMC would retain most of the profits from the venture hiring Americans to do the medial work in such a factory.
    By doing this we have resolved two problems with this crisis. First being the idea that china could invade taking over the Chip factory. If this was ever a sure threat the idea would to deconstruct the entire factory, or (just blow it up) before falling into the hands of China. Secondly it would help grow a much needed micro chip industry helping to increase production. As Americans this would further bond the Tawnies to America. (There is strength in numbers.)

    • @chriswong9158
      @chriswong9158 9 місяців тому

      How have one been sleeping in the last three years. Have you not read the interesting stories of TSMC invited by Joe Biden to Arizona, USA. AMSL asking what happen to the German Purchase Orders and Samsung demanding USA keep it's promise to purchase all outstanding "Chips" that China had cancel because of the US Sanction of 2021.
      God bless Joe Biden and the US American 2020 voters. bb

  • @oshiforb7445
    @oshiforb7445 9 місяців тому

    Just a question. Why can't other countries manufacturer of micro chips? Is it not better for countries to develop their own chips rather than having to depend upon someone else to make these. I feel that to take control of such technology within one's own country is vitality important, especially today because of the volatile situation we find ourselves in. To have your own manufacturer of such chips, we couldn't be held to ransom in case of a war situation like what's happening in Ukraine at this moment in time. If Taiwan is taken over by China, then imagine the situation the world could find themselves in if that happened. There are countries that could build and manufacture such items. Instead of private companies being relied upon, the government could make such a company a national one run by the country.

    • @joshlewis575
      @joshlewis575 9 місяців тому

      It takes a decade just to build the factory plus plenty of billions. Not only that, but who's to say you'll be able to do it how they do. Imagine pumping billions of dollars into something and waiting a decade only to find out your process sucks. It'd be like a brand new car company trying to compete with rolls royce quality, doesn't sound promising.

    • @mikeyjohnson5888
      @mikeyjohnson5888 9 місяців тому

      They can, just not as cheaply. We have factories underway here in the states and a few other places around the world. A few are scheduled to be up and running within the next two years. We will be able to maintain supply but costs overall will go up unless they figure out a way to bring production costs down.

  • @nutopiansg7613
    @nutopiansg7613 9 місяців тому

    ROTTERDAM IS 10 YEARS AHEAD OF TAIWAN, THE SMART MONEY GOES THERE, NO NEED TO SUCK UP TO TAIWAN. NO NEED TO GO TO WAR.

  • @neilbush9873
    @neilbush9873 9 місяців тому

    Instead of a war Isnt it cheeper to build a better factory in america and another in china, maybe one in europe ? then we have everyone happy ?😊

  • @MrManny075
    @MrManny075 8 місяців тому

    Eat your words China produced its own ship.

  • @judyl.7811
    @judyl.7811 9 місяців тому

    2:15 rite of passage(標誌人生某個重要階段的)透過儀式;(尤指)成人儀式
    3:40 you know he was, but you dont just say that.
    in big huff: If someone is in a huff, they are behaving in a bad-tempered way because they are annoyed and offended.
    3:50 convince both men it was in their best interest to make a deal.
    4:00 USA tends to try and defend places they trade with.
    4:05 upmarket (商品、産品)高檔的;向高檔
    6:40 budge(使)輕微移動, 改變, (使)改變主意
    6:55 put sb out to pasture(因某人年紀過大而)使(某人)離職,使(某人)退休。
    10:30 it was worth more than its weight in gold.
    12:20 can we allow the equivalent of the germans taking the french fleet.
    us should follow churchills example to stpo xi taking contral of tsmc factories.
    12:45 ramification 可能的後果;衍生結果
    13:50 how much the game bridge has in common with business.

  • @vanveakrin276
    @vanveakrin276 9 місяців тому +1

    What is the future of Australia ..?? ...An American Vassal state or a New Identity of Mixed Asian South British..??.. who will decide Australia ' s future.?? ..my 2 nephews are in Australia possibly going to be become New Australians... good luck to them. . what will they become?? ...

  • @CiceroSolo
    @CiceroSolo 9 місяців тому +4

    No, China's illegal invasion of a free and democratic country named Taiwan could cause a war.

  • @angelswings7024
    @angelswings7024 9 місяців тому +3

    Because, for the time being, Aussies don't think the Taiwan issue will affect them unless China escalates this potential war into World War III.

  • @JTSunriseMusic
    @JTSunriseMusic 9 місяців тому +1

    Capitalism reality can’t imagine a world beyond microchips

  • @Kenneth_James
    @Kenneth_James 9 місяців тому

    They manufacture them but they don't have to. If shit hits the fan all that will be in the contiguous 48 within 3-5 years. Your percentages are not representative of reality

    • @Freshie55
      @Freshie55 9 місяців тому

      You give the USA of today too much credit. Americans literally have to move to other countries to get affordable health care and here we are thinking we can compete with manufacturing cutting edge semiconductors. Just not in tune with reality.

    • @mikeyjohnson5888
      @mikeyjohnson5888 9 місяців тому

      @@Freshie55 Two wholly unrelated things...

  • @raptormesh
    @raptormesh 9 місяців тому +4

    I don't think we should take anything said by a Trump appointee seriously.

    • @tonylam9548
      @tonylam9548 9 місяців тому +1

      You think Biden is better??

  • @aus-reviews8462
    @aus-reviews8462 9 місяців тому

    They may as well, this is chinas edge on the world

  • @janicechung4771
    @janicechung4771 9 місяців тому +3

    The nutmeg analogy is not correct. With or without Taiwan's microchip manufacturing, mainland China is determine to take back Taiwan. The Chinese consider Taiwan as a part of its national territory recognized by global community, even the United States of America. Taiwan present status is a result of the Chinese civil war that has not formally ended. Taiwan was never a country definable by any definition in the world though it still carry its international defuncted name "Republic of China".

    • @absolute522
      @absolute522 9 місяців тому

      Take back? ! PRC never owns Taiwan, and in fact not even ROC. When Republic of China was established in 1912, Taiwan was stilled part of Japan. Let alone the establishment of PRC in 1949. By the way, to be exact, Chinese communities party is the rebellion group who went on riot to seize the power of ROC. In reality PRC is only a group of rebels.

  • @ThexBorg
    @ThexBorg 9 місяців тому +3

    Whilst TSMC are in the process of building foundries in European countries, the US, and other select countries [honestly, they should also build one in Oz but they wouldn't get a tax break.].
    Once those foundries have been built the Taiwan foundry wont matter.
    At the heart of TSMC foundry is the ASML [Netherlands] lithography imager. That's the core technology they want.
    TSMC foundries set 2024-2027 for completion.

    • @kakashiar
      @kakashiar 9 місяців тому +1

      Products made in Taiwan's TSMC are always the most advanced chips, and products made in other countries are always old-generation products, and 900,000 chips are produced in Taiwan, and only 20,000 chips are expected to be produced in the US's TSMC, which means the proportion is not high in other countries. so your statement is wrong

    • @ThexBorg
      @ThexBorg 9 місяців тому

      @@kakashiar You did not comprehend what I wrote.

    • @Freshie55
      @Freshie55 9 місяців тому +2

      ​@@ThexBorgBuilding a semiconductor fab is not a one and done kind of thing. It needs constant tooling and retooling. Then after a few years when the chips are outdated, a new fab is needed to manufacturer the new chips. It costs tens of billions of dollars a year to keep up and that is why only TSMC is capable of staying afloat in this cutting edge market. All others, including the American global foundry have fallen to the wayside and have instead opted to manufacturer legacy chips. So no, one factory in Arizona is far from accomplishing what many Americans think is self sufficiency in semiconductors.

    • @ThexBorg
      @ThexBorg 9 місяців тому

      @@Freshie55 Not sure you comprehended what I wrote either. And you have responded to something I didn’t write…
      The NEW global foundries that TSMC are build are NEW so they will support the current chip technology, including ASML.
      Why would they build outdated foundries? Which is not what I said!
      Don’t, or reply if you don’t read or comprehend plain english…….

    • @Freshie55
      @Freshie55 9 місяців тому +3

      @@ThexBorg They're new but they are not manufacturing cutting edge semiconductors. Those are staying in Taiwan. Get it? And with the delays they will be even further behind. The foundry TSMC is building in Japan started a year after Arizona and is set to finish before. America will never be able to keep up with the pace that is needed in this industry.

  • @raffles88888
    @raffles88888 9 місяців тому

    The yanks own the ports in Taiwan .

  • @NoidoDev
    @NoidoDev 9 місяців тому

    Nutmegs and chips.
    My European ancestors did a good job back then. I'm glad, and I'm proud of our glorious history. Nice "colonialism" insert, which doesn't make very much sense. Back then they didn't risk the destruction of the industry they wanted to control, or they at least weren't aware of that. If China would try to conquer Taiwan, even if they would succeed, it's very likely that the chip industry would be destroyed for some reason or another.
    But at least the history of TSMC was interesting.

  • @lovepapa9559
    @lovepapa9559 9 місяців тому

    If China can product quality chip as Taiwan it will not has war anymore. Except Jealousing War may happen😅

  • @Birch37
    @Birch37 9 місяців тому +8

    You missed the bit about China being a third-world country, being 30 years behind in technology and not even having sufficient scientific knowledge to create a viable Covid-19 vaccine. Even if they captured Tiawan and TSMC they have no idea how to create an advanced semiconductor.....

    • @seanh1988
      @seanh1988 9 місяців тому +2

      Agreed, these scare mongering videos are really getting out of hand. They need to report on actual news and not make up a narrative because it's easier than doing their jobs.

    • @nordic5490
      @nordic5490 9 місяців тому

      Chinas economy was acually destroyed by 2 opium wars fought and won by the British, to allow the poms to sell opium in exchange for chinese tea. Hongkong was one of the spoils of victory for the poms. The chinese do not forget.
      I think you also overlook, that China was the technologial centre of the world in middle ages, when europeans were still living in caves.
      You wanted to quote history.

    • @peterzhou2567
      @peterzhou2567 9 місяців тому +4

      They can build ball point pens now though

    • @Birch37
      @Birch37 9 місяців тому +1

      @peterzhou2567 yes lol. They use to outsource manufacturing of the tiny 'ball' to Germany until 3 years ago, because they didn't have advanced manufacturing capabilities. World Superpower 😆 🤣

    • @wangyaohan8824
      @wangyaohan8824 9 місяців тому +2

      lol. china have 28nm production facility. it's similar to 7nm, just bigger. yes, it's 2 generations behind TSMC. but if you search "microchip export by country", china is the 2nd taiwan is the 3rd.
      and: the taiwan unification is planned since 1949 long before taiwan have TSMC.
      and: many countries semiconductor exports are declining (except TSMC's) because the biggest chips importer (china) now produce majority of their own chips.
      and: don't answer me before you google the data, so you know the reality first.

  • @corvettesbme
    @corvettesbme 9 місяців тому +2

    I hope there is no war over THINGS!

    • @wangyaohan8824
      @wangyaohan8824 9 місяців тому

      taiwan unification planned 40 years before TSMC exist.

    • @zoek1133
      @zoek1133 9 місяців тому

      Rumours have it that China is ready to produce their own chip conductors.

  • @brombo00
    @brombo00 9 місяців тому

    Does Bill Birtles work for the CIA?

  • @HairyNumbNuts
    @HairyNumbNuts 9 місяців тому +1

    Transistors aren't switches, they're amplifiers. Yes, I'm a pedantic geek, and I'm tired of hearing that same silly statement. A switch won't do much good in a microphone amplifier (actually, a pre-emp, but anyway) unless you want to just turn it on and off and nothing else.

    • @m.a.b.4104
      @m.a.b.4104 9 місяців тому

      Excuse my ignorance, but in chips is it the transistor that creates the 1 or 0 binary code?

    • @nordic5490
      @nordic5490 9 місяців тому

      Hahahahaha. Can be used either way. Eg, if the input current on the base of a transistor does from 0 to enough to fully saturate the collector emmittor output current, ie full clipping, then yes, it has amplified the 0-1 input logig, to a greater current 0-1 output current, so, amplifies the input q to a large output 1, in much the same way a relay does, or, drives a switch. Either is true. A remote controlled switch or relay is an ampifier.

    • @sirtra
      @sirtra 9 місяців тому +2

      Not pedantic, poorly informed.
      Transistors come in 2 flavours, switches and amplifiers.
      The billions of them in microprocessors are the switch type.
      Must be exhausting carrying that massive ego around all the time...

    • @wangyaohan8824
      @wangyaohan8824 9 місяців тому

      first time I learn about transistor, it's is switch, to decide where the process should continue, also there are AND, OR, NAND, NOR gates created by transistors.

  • @dbarro6723
    @dbarro6723 9 місяців тому +3

    Why aren't people watching this

    • @seanh1988
      @seanh1988 9 місяців тому +1

      Because it's false news.

    • @user-xl2ir1nv9t
      @user-xl2ir1nv9t 9 місяців тому

      Because we do not even believe them or even trust them any more

    • @JohnH1
      @JohnH1 9 місяців тому

      They'd rather look at some crap reality show on a commercial network.

    • @user-xl2ir1nv9t
      @user-xl2ir1nv9t 9 місяців тому

      @@JohnH1 😂😂😂😂😂
      The products of a media system and far too much over reliance on a concept that for well over decade and they definitely were completely unsuspecting how that can be used essentially to dig their own graves.
      It really was something that they really believed was coercion with advantage.
      It only made them even more lax and complacent and assure them a very False sense of security with Striking Significant and Undeniable consequences.
      They definitely should not advertised their intentions Far too soon and In turn cost them very dearly in their inadequacies They themselves actually believed were useful
      It was always short term thinking it would always be this way or just had no real imagination how it Can actually be applied and when

    • @user-xl2ir1nv9t
      @user-xl2ir1nv9t 9 місяців тому

      @@JohnH1 oh well
      They were warned Many times previously and did not want to listen, they just become so greedy or just thought they were they too clever
      And those type of people are the not the types of people you want to be making decisions like the one that should have been taken very seriously when they were warned previously.
      Do ever Trust Such people at all
      It is always in their nature to be that way

  • @louiswu6300
    @louiswu6300 8 місяців тому

    western mind set

  • @dreamchaser4546
    @dreamchaser4546 9 місяців тому

    It is not the best analogy comparing TSMC to nutmeg. Unlike a natural resource, high-end chip production is a multinational collaboration effort. TSMC needs lithography machine available only from ASML, a Dutch company. ASML depends on parts sourced from the U.S. If CCP occupies Taiwan and takes over TSMC, the Dutch will be barred (by the US) from selling lithography machine to TSMC.