The Chip War With China Is Heating Up. Who’s Winning? | Growth Stories With IBD

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  • Опубліковано 21 лис 2024

КОМЕНТАРІ • 116

  • @georgelee6857
    @georgelee6857 28 днів тому +91

    US sanctions on china did 2 things : 1) jump start china semiconductor industry 2) US loses the biggest semiconductor market. Truly one stone and 2 birds

    • @Anil_Dikshit
      @Anil_Dikshit 26 днів тому +1

      😋😋😋

    • @valetudo1569
      @valetudo1569 25 днів тому +1

      Ok well in that case - why does China want the export controls taken off? And why didn't they just.. self-impose the export controls, since its only made them better?

    • @johnnywalker8536
      @johnnywalker8536 24 дні тому +2

      Everything is a matter of time in technology due to its dynamism, things evolve as time passes and money flows.

    • @davidk6269
      @davidk6269 19 днів тому +3

      The misconceived US sanctions regime has also significantly reduced revenue at the US/Western chip companies and chip related equipment companies (ASML, etc.), which REDUCES these companies' abilities to fund their R&D, which threatens their ability to compete with China in the future. All-in-all, the sanctions have been an enormous failure that has achieved the exact opposite of its intended effect.

    • @valetudo1569
      @valetudo1569 19 днів тому

      @@davidk6269 Those companies will be just fine, don't you worry.

  • @davidk6269
    @davidk6269 19 днів тому +20

    The US was able to effectively diminish the Japanese chip industry decades ago, but the same strategy is failing against China.

    • @whatyousaid1375
      @whatyousaid1375 19 днів тому +4

      It is because JP is a vessel state colonized by US. JP govt doesn’t have the freedom & rights to make it own decision. That’s why JP was forced to signed the unfair treaty in the 80s, resulting the collapse of all JP tech companies.

    • @stevenlai1199
      @stevenlai1199 17 днів тому +1

      JPnese have lost their marbles

    • @davidk6269
      @davidk6269 17 днів тому +4

      @@whatyousaid1375 I agree that Japan (and Germany) have essentially been militarily occupied by the US ever since the end of WWII, and that neither has truly regained their full sovereignty as a result.

    • @xnz6525
      @xnz6525 15 днів тому

      我观看了一个美国黑人在日本地铁上大声用广岛原子弹羞辱日本人,而日本人只能逃避的视频,深感日本人确实是被美国殖民的,历史上只有中国温柔对待日本,历史上只有日本伤害中国,真是奇怪。

    • @maha-madpedo-gayphukumber1533
      @maha-madpedo-gayphukumber1533 13 днів тому

      Y

  • @xnz6525
    @xnz6525 24 дні тому +31

    The Chinese people are grateful to this genius for giving China the opportunity to develop chips. I have recently read a lot of posts about the chip war, and I saw the condescending mentality of Westerners. It is so funny. Yes, China can only achieve 7NM in high-yield mass production at present, but within 5 years, China will not only catch up with the cutting-edge level, but also use domestically produced lithography machines to mass-produce chips with high yields, and the Chinese will definitely make chips as cheap as cabbage. In the end, you will see that the Chinese throw away EUV like diapers because the chips produced by this technology route consume too much power. When low-price high-performance chips hit the Western market like a flood, I hope this gentleman can come out and say a few words. When Westerners see that China is fighting against the entire West with its own strength in cutting-edge technology and has won, I hope you will not panic and blame China for the surplus production capacity.

  • @mariajiao4855
    @mariajiao4855 26 днів тому +21

    Chip manufacturing is dead inthe US.

    • @valetudo1569
      @valetudo1569 25 днів тому +1

      Actually its increasing rapidly

    • @ajaykumarsingh702
      @ajaykumarsingh702 21 день тому +3

      ​@@valetudo1569
      It's peanuts compared to Taiwan and Japan.
      Even China is the leader in legacy chips.
      USA will have to spend at least a decade to build an indigenous ecosystem for semiconductors.

  • @raylee5030
    @raylee5030 28 днів тому +16

    A few months ago, I read Qualcomm is getting into Harmony OS. If the US is winning, why should Qualcomm be bothered with Harmony OS?

    • @valetudo1569
      @valetudo1569 25 днів тому +1

      Those two things have nothing to do with each other

    • @ajaykumarsingh702
      @ajaykumarsingh702 21 день тому

      ​@@valetudo1569
      Exactly.
      Nobody wants to get blackmailed by Google.

  • @lianseiongyap4667
    @lianseiongyap4667 23 дні тому +7

    US sees chip dominance as a foreign policy tool, whereas China sees chip dominance as a money making proposition.

  • @Drkennethkin
    @Drkennethkin 28 днів тому +20

    Look at what happened to Intel. The game is over!

  • @johnpereztwo6059
    @johnpereztwo6059 28 днів тому +15

    usa treat each invention as something unique and price accordingly . china innovates and treat it as just commodity. Huge difference .

    • @Quancept
      @Quancept 27 днів тому +2

      exactly. EV's and solar panels are recent best examples to support your claim.

  • @luning7621
    @luning7621 25 днів тому +10

    This guy was a academic on Russian history who has no knowledge in engineering. Just by writing a book, he turned himself into an "expert" on semiconductor. What a joke!

    • @gregwong2132
      @gregwong2132 24 дні тому

      I'm glad the west is using dated information and will always be behind

    • @GenghisX999
      @GenghisX999 17 днів тому +2

      Wonder if he had any input in the ruble to rubble, Russian economy in tatters with sanctions or the Russian army is fighting with shovels and washing machine chips powering fighter planes, tanks and hypersonic missiles? Seems like that kind of genius.

  • @HassanHosseini128
    @HassanHosseini128 27 днів тому +11

    Don't try China never claimed "war" against any country. Always wanted cooperation grounded on win win principle

    • @mehulpatil221
      @mehulpatil221 21 день тому

      Co-operation are you f joking 😂😂😂

  • @COLLAPSE.of.US.ECONOMY
    @COLLAPSE.of.US.ECONOMY 28 днів тому +7

    Judging by the success of Starliner, and China's ascension to the space program 🤔🤔🤔🤔 I wonder who will win the dominance of technological innovation?

  • @ps3301
    @ps3301 19 днів тому +3

    American economists have explained why chip making has left usa.

  • @whatyousaid1375
    @whatyousaid1375 19 днів тому +2

    Apple in India is only take care the final part of the packaging the iPhone. India only take care the last tiny piece of the whole process. The raw materials and parts are all from China. That’s why Tim Cook keeps going to China instead of India.

  • @jkselama9715
    @jkselama9715 28 днів тому +10

    The information in this interview sounds too dated to be of any relevance.

  • @whiteknuckles
    @whiteknuckles 26 днів тому +5

    The information provided by Miller is dated.

  • @jliang70
    @jliang70 18 днів тому +2

    This guy does not understand that the top end chip only makes up 2% of all semiconductors. It is the maturing tech semiconductor that make up most of the leading semiconductor makers revenue. It is like a building you are building a tower. Chris here mention apple and india it is probably worth noting that apple iphone assebling contractor like foxconn is quietly recommision a new factory in zhenzhou to assemble the new iphone and pulling back from India. India has lost 43% of fdi in 2024.

  • @urimtefiki226
    @urimtefiki226 26 днів тому +4

    Is not about the race between US and China or who will win this race, is about wisdom which you are preventing the scientists, students to learn for the new invention in the world.
    I did not invent to make you rich or famous, wisdom first then you can talk about money and you do the contrary money first, even money before God is for you.
    Respect the wisdom - honor to the genius.

  • @singrider
    @singrider 22 дні тому +1

    No doubt it is the US who is winning as she always does. Love from China.

  • @bigeye4520
    @bigeye4520 27 днів тому +3

    I still can't comprehend the definition of war. Can it be called war when an adult attack a toddler who can't even fight back and just accept the hardship?

  • @clamgoh
    @clamgoh 20 днів тому +1

    For now, of course, China has lost, but the future is uncertain; the United States hasn’t won either.

  • @theindomitablespirit3056
    @theindomitablespirit3056 16 днів тому +1

    So these guys are literally saying that western companies should be somehow protected ...... I dnt understand that....why shud western companies be protected....its a free market...why can they just compete and defeat chinese tech...😅😅😅

  • @ShowRisk
    @ShowRisk 19 днів тому +1

    This guy was a academic on Russian history who has no knowledge in engineering. Just by writing a book, he turned himself into an "expert" on semiconductor. What a joke! !

  • @qake2021
    @qake2021 28 днів тому +5

    This is not expert of chips war‼️....he is helping 🇨🇳 won chips war‼️🤣🤣🤣🤣✌️

  • @donhuang9855
    @donhuang9855 15 днів тому

    Both sides of the protagonists won their respective chip wars, considering that each side achieved a certain degree of successes in their endeavor against their opponent. The US succeeded in isolating the Chinese to obtain state of the art semi-conductor chips, related technologies and equipment from the leading global suppliers, thus seriously limiting China’s options. China, on the other hand, is forced to ramp-up its legacy chips production capacity, as well as pour in open-ended funds to conduct intensive R & D to develop their long neglected semi-conductor industry, given their previous preference to purchase from leading foreign suppliers. In due course, the US-led collective west and China would eventually develop very different kinds of semi-conductor chip architectures that would separate its use on a regional level.

  • @LorentJalabert
    @LorentJalabert 18 годин тому

    we are told that capitalism and free markets direct investment the most efficiently, but US can't accomplish that. Why not? Is wall st broken? by greed and corruption?

  • @OComunaMaisFraco
    @OComunaMaisFraco 24 дні тому +1

    Imagina que as pessoas assistem isso e acreditam ter se informado de algo.
    Por isso nós damos risada quando vocês tentam conversar conosco

  • @wongcy713
    @wongcy713 16 днів тому

    The fight still in progress. Too early to declare victory either way.

  • @fedinvestment
    @fedinvestment 6 днів тому

    So china makes her own.
    China is a big country with a huge population.

  • @RichardKing-sx6xc
    @RichardKing-sx6xc 26 днів тому +3

    Intel 😅😂😆🤣

  • @qake2021
    @qake2021 28 днів тому +4

    👌😃👍🇨🇳 won‼️👍😃👌

  • @naumanasif7926
    @naumanasif7926 22 дні тому +1

    I love products not company, and right now i have some devices which have US made chip inside, but now on i will make sure that i will not use or purchase american chip, there are good alternatives available like MediaTek in mobile devices and for PC soon an arm based Alternative will be available like snapdragon x elite frome the MediaTek i will buy those instead of American, because american are supporting Israel and i will boycott America.

  • @darvidkoh2707
    @darvidkoh2707 24 дні тому

    You will know the winner in the near future. No point speculating.

  • @serinachichi1648
    @serinachichi1648 5 днів тому

    This guy is a joke he doesn't know what he's talking about

  • @lil----lil
    @lil----lil 22 дні тому

    What would winnie (Xitler) do? That's the MILLION DOLLAR Question.

  • @ElsonSas
    @ElsonSas 25 днів тому

    They have the machine already lithografhy

  • @johnpereztwo6059
    @johnpereztwo6059 28 днів тому +1

    China build 10x faster at tiny fraction of cost in usa. Reason is Chinese engineers work 16/7 with no day offs . no vacation . at super cheap salary .

    • @andrean2247
      @andrean2247 27 днів тому +4

      Its in the culture, productive chinese find joy in work. I myself as chinese descent feels that.

    • @SoulRocketMan
      @SoulRocketMan 27 днів тому +3

      Chinese are very Patriotic, they do their work for the love of their country China.

    • @wutangtang8590
      @wutangtang8590 26 днів тому +2

      keep this mindset

  • @kamito961
    @kamito961 25 днів тому +1

    China makes Good Potato Waffers/ Chips hence must focus on it rather than Semiconductor Chips. Bcoz China Semiconductor Chips Not good as it don't perform well Compair to South Korean / Taiwanese Semi. Chips. Everything can not be copied.

    • @blackknight4996
      @blackknight4996 24 дні тому

      Write japanese... don't pretend you know English.

  • @Kevin-fq3zh
    @Kevin-fq3zh 26 днів тому +1

    china bots coping hard in the comments lol

    • @mariajiao4855
      @mariajiao4855 26 днів тому

      Whoever disagree with u is a china bot? What r u? A mindless bot who can only calling other bots as arguments?

    • @stevenlai1199
      @stevenlai1199 17 днів тому

      Jai hind