As someone who lives and works in Taiwan, this topic is very interesting and true to heart. Of course, Taiwan’s economy is highly reliant and benefited from the semiconductor and AI industries. However, if you ask any average person on the street, the most likely answer and sentiment you get is that the AI and semiconductor boom have only benefited a few: those who own property, whose who work in the semiconductor industry, and those who own stocks in the semiconductor industry. There is no visible growth in wages across the board that catch up to inflation. Income and wealth gaps are growing. Sure these are problems that all societies, American, Western, Mainland Chinese face as well. Jack Ma’s comments shouldn’t be easily laughed off. The innovators in Taiwan are truly aging, and the young talents from across different fields are either drawn overseas or drawn to the domestic semiconductor alone, leaving behind a gap in talents in other important industries, such as healthcare, clean tech, and agriculture. I do see a more vibrant and innovative youth community in Mainland China and Southeast Asia, places eager on catching up to Taiwan in terms of semiconductor as well. With regard to sovereignty and peace, I would argue that cross-strait tech reliance on each other is key to preserving the peace, where neither sides are keen to take drastic actions to change the status quo. With the example of Russian invasion of Ukraine or the Israel Hamas conflict, what you see is that the two sides don’t really rely on each other a lot for their economies, and the top leaders weren’t hesitant to disrupt the peace. As to Xi’s threat to use force to unify China, how do you keep Xi hesitant? By emphasizing that Taiwan has not only a global role but also a key role in the Chinese economy and tech. If you completely decouple the two like what the US is trying to encourage or enforce Taiwan to do, then there might come a point where mainland China is willing to go all out at a cost of decades of development, prosperity, and stability.
Taiwan needs to diversify; relying solely on semiconductors is a recipe for disaster, as the Mainland is rapidly catching up. Once they match the technology, it will be much cheaper to buy from there.
Unfortunately we tried that with CSM back in 1987. Didnt manage to make any money or hire any locals, so its been sold to Global foundaries. Unfortunately, seems like it requires more than investment to build a fully functional fab
@@asdg199 All these investments are government related. By end of chartard, it is already full of Malaysian to cut cost. They don't care about technology retention for long term investment. All they care is fast money.
It doesn't matter how many times the Chinese regime repeats the same *lies,* or how *angry* it pretends to be, - Taiwan 🇹🇼 is still an independent country.
Taiwan 🇹🇼 is independent that functions as an independent country, occupied by rival Gov to mainland, of which there is still an ongoing civil war with CCP.
Taiwan doesn't have: 1. the lithography machine technologies, relying on imports of finished machine units from foreign countries. 2. the raw materials, relying on imports of raw materials from foreign countries 3. the home market, relying on exports of the fabricated chips to foreign countries 4. needed softwares such as EDA, relying on imports from foreign countries It only has the fab tech, which can be overtaken by other rivals in the future. Even Taiwan can fab advanced chips, they lack the real hardcore technologies that is associated with the real-life application of chips in most of sectors, such as 5G, memory chips, cars, CPU, GPU..... All they do is contract chip fabrication, the behind-the-stage role, instead of the direct R&D of product technologies (including not only chips) and the commercial front brands that directly produce consumer products. Meanwhile the US, China and South Korea have the hands in both. China is developing a full domestic supply chain in semiconductors from raw materials to machines to fabrication to brand products (the US forced them to do so, they have no other ways if they want to survive). It also developed the domestic memory chips in NAND and DRAM sectors, long dominated by South Korea who also competes with China in shipbuilding, home appliances, mobile phones and cars. China also competes with the US in mobile phones, operating systems, cars, 5G chips, CPU, GPU..., it competes with Japan and Germany in machine tools and cars.
Well, it's not an independent country according to 99% of the world, so you're factually incorrect. Taiwan is not considered an independent country; it is viewed as part of China, though they are currently experiencing internal conflict.
had me thinking i was schizophrenic seeing comments about taiwan and chip manufacturing while on a vlog channel, i wonder to which video this comment gets posted
To achieve long-lasting peace, Taiwanese firms need to stop helping expansionist Chinese regime technologically, especially in the semiconductor and artificial intelligence.
@@vavouarsijxi Becuase china has made its threats of invading taiwan very public and very clear. So it's like basically helping arm your own murderer for some quick cash. Cant do much with money if your dead right?
It's not like Mayun understood anything. he is the most successful loser in history, maybe equal to Yilong Ma, I mean you know whom E-M. Anybody working in tech knows that being a first runner is the most important advantage you could ever have. If Jack Ma would have been hired by KFC 20 years ago he would have become a fast food restaurant owner at best in 2024.
Taiwan doesn't have: 1. the lithography machine technologies, relying on imports of finished machine units from foreign countries. 2. the raw materials, relying on imports of raw materials from foreign countries 3. the home market, relying on exports of the fabricated chips to foreign countries 4. needed softwares such as EDA, relying on imports from foreign countries It only has the fab tech, which can be overtaken by other rivals in the future. Even Taiwan can fab advanced chips, they lack the real hardcore technologies that is associated with the real-life application of chips in most of sectors, such as 5G, memory chips, cars, CPU, GPU..... All they do is contract chip fabrication, the behind-the-stage role, instead of the R&D of product technologies (including not only chips) and the commercial front brands that directly produce consumer products. Meanwhile the US, China and South Korea have the hand in both. China is developing a full domestic supply chain in semiconductors from raw materials to machines to fabrication to brand products (the US forced them to do so, they have no other ways if they want to survive). It also developed the domestic memory chips in NAND and DRAM sectors, long dominated by South Korea who also competes with China in shipbuilding, home appliances, mobile phones and cars. China also competes with the US in mobile phones, operating systems, cars, 5G chips, CPU, GPU..., it competes with Japan and Germany in machine tools and cars.
Think twice before you belittle Taiwan and use the word "only". Or you will find yourself won't again in another five years and regret making these shallow comments.
You talk about microchips TSMC, Nvidia, and so on while I think about my algorithm and Zeiss machine, - we are so different. Any other place can be like Taiwan, I mean any but no one can replace my algorithm and Zeiss machine for producing those microprocessors, you make me feel bored all the time with those news in youtube. Taiwan in nothingggggggggggg, is the same like any other place in the world.
i think you mean ASML. Zeiss is right there besides Canon to be used chips found in toys, smart dildos those kind of 2008 technology. ASML is the only company which produces EUV technology. If TSMC can be replaced by anyone, you better tell the Americans. They are spending billons inviting the Taiwanese to their country, but are still suing TSMC for discrimination acainst non-asians in their company XD Enjoy your beutiful delusion you unhinged schizophrenic
Are you saying that Taiwan is just a place where a company can make microchips but actually those machines which built the microchips are actually bought from supplier from europe or other countries?
@@yanglee1404 I think we all can understand what he says, because Taiwan actually can't make chip machine. Taiwan can buy chip machine and do business to make microchips.
@urimtefiki226 i think the company you are thinking of is ASML. It is the only company that produces EUV machines. Zeiss and other machines are used to produce older chips, such as those used in toys. TSMC (taiwan) is currently the only company capable of economically producing the latest generation of chips (see Intel i9, Nvidia Blackwell, etc) due to a wafer yield much higher than contemporaries TSMC has done so well that the Americans have invited them to build a fab in arizona, which has received various complaints for discrimination against non-asians. It seems the Amercians would not tolerate this if they felt that they didn't need the help of TSMC.
As someone who lives and works in Taiwan, this topic is very interesting and true to heart. Of course, Taiwan’s economy is highly reliant and benefited from the semiconductor and AI industries. However, if you ask any average person on the street, the most likely answer and sentiment you get is that the AI and semiconductor boom have only benefited a few: those who own property, whose who work in the semiconductor industry, and those who own stocks in the semiconductor industry. There is no visible growth in wages across the board that catch up to inflation. Income and wealth gaps are growing. Sure these are problems that all societies, American, Western, Mainland Chinese face as well. Jack Ma’s comments shouldn’t be easily laughed off. The innovators in Taiwan are truly aging, and the young talents from across different fields are either drawn overseas or drawn to the domestic semiconductor alone, leaving behind a gap in talents in other important industries, such as healthcare, clean tech, and agriculture. I do see a more vibrant and innovative youth community in Mainland China and Southeast Asia, places eager on catching up to Taiwan in terms of semiconductor as well.
With regard to sovereignty and peace, I would argue that cross-strait tech reliance on each other is key to preserving the peace, where neither sides are keen to take drastic actions to change the status quo. With the example of Russian invasion of Ukraine or the Israel Hamas conflict, what you see is that the two sides don’t really rely on each other a lot for their economies, and the top leaders weren’t hesitant to disrupt the peace. As to Xi’s threat to use force to unify China, how do you keep Xi hesitant? By emphasizing that Taiwan has not only a global role but also a key role in the Chinese economy and tech. If you completely decouple the two like what the US is trying to encourage or enforce Taiwan to do, then there might come a point where mainland China is willing to go all out at a cost of decades of development, prosperity, and stability.
Asia's people very hardworking
The conclusion is very interesting and powerful!!!
Taiwan needs to diversify; relying solely on semiconductors is a recipe for disaster, as the Mainland is rapidly catching up. Once they match the technology, it will be much cheaper to buy from there.
If sg did not gave up on manufacturing and moved to rental economy, we will be as advance as Taiwan.
Unfortunately we tried that with CSM back in 1987. Didnt manage to make any money or hire any locals, so its been sold to Global foundaries. Unfortunately, seems like it requires more than investment to build a fully functional fab
@@asdg199 All these investments are government related. By end of chartard, it is already full of Malaysian to cut cost. They don't care about technology retention for long term investment. All they care is fast money.
It doesn't matter how many times the Chinese regime repeats the same *lies,*
or how *angry* it pretends to be,
- Taiwan 🇹🇼 is still an independent country.
an independant american aircraft carrier🤣
@@vavouarsijxi More 51st U.S. state than a Chinese province, since U.S. politicians / marines / military planes can land in Taiwan but not PLA troops.
Taiwan 🇹🇼 is independent that functions as an independent country, occupied by rival Gov to mainland, of which there is still an ongoing civil war with CCP.
Taiwan doesn't have:
1. the lithography machine technologies, relying on imports of finished machine units from foreign countries.
2. the raw materials, relying on imports of raw materials from foreign countries
3. the home market, relying on exports of the fabricated chips to foreign countries
4. needed softwares such as EDA, relying on imports from foreign countries
It only has the fab tech, which can be overtaken by other rivals in the future.
Even Taiwan can fab advanced chips, they lack the real hardcore technologies that is associated with the real-life application of chips in most of sectors, such as 5G, memory chips, cars, CPU, GPU..... All they do is contract chip fabrication, the behind-the-stage role, instead of the direct R&D of product technologies (including not only chips) and the commercial front brands that directly produce consumer products.
Meanwhile the US, China and South Korea have the hands in both. China is developing a full domestic supply chain in semiconductors from raw materials to machines to fabrication to brand products (the US forced them to do so, they have no other ways if they want to survive). It also developed the domestic memory chips in NAND and DRAM sectors, long dominated by South Korea who also competes with China in shipbuilding, home appliances, mobile phones and cars. China also competes with the US in mobile phones, operating systems, cars, 5G chips, CPU, GPU..., it competes with Japan and Germany in machine tools and cars.
Well, it's not an independent country according to 99% of the world, so you're factually incorrect. Taiwan is not considered an independent country; it is viewed as part of China, though they are currently experiencing internal conflict.
We pray 🙏
Whenever economy went slowdown then china mess with neighbors. This time is Taiwan.
So who going to buy the products if robots are doing all the work?
So führen Sie als Wissenschaftler Zukünftig Zukünftig
In comes Trump: Jensen, make everything in the US.
Jensen: 😨
Taiwan: 🫡
Taiwan is the Israel of the East, if its politics can play a lesser role, it can easily surpass Singapore and South Korea
Nor really, China is more like Israel, invading and claiming evrything they see fit.
Wie viele mals müssen Sie Impfungen Spitzen.....................?
had me thinking i was schizophrenic seeing comments about taiwan and chip manufacturing while on a vlog channel, i wonder to which video this comment gets posted
To achieve long-lasting peace, Taiwanese firms need to stop helping expansionist Chinese regime technologically, especially in the semiconductor and artificial intelligence.
that seems contradictory :p or maybe you're too smart.
@@vavouarsijxi Becuase china has made its threats of invading taiwan very public and very clear. So it's like basically helping arm your own murderer for some quick cash. Cant do much with money if your dead right?
@@vavouarsijxiChina is not Taiwamese friend. That's for sure.
It's not like Mayun understood anything. he is the most successful loser in history, maybe equal to Yilong Ma, I mean you know whom E-M. Anybody working in tech knows that being a first runner is the most important advantage you could ever have. If Jack Ma would have been hired by KFC 20 years ago he would have become a fast food restaurant owner at best in 2024.
What would winnie Xitler do? That's the MILLION Dollar Question! Good One!!
Taiwan doesn't have:
1. the lithography machine technologies, relying on imports of finished machine units from foreign countries.
2. the raw materials, relying on imports of raw materials from foreign countries
3. the home market, relying on exports of the fabricated chips to foreign countries
4. needed softwares such as EDA, relying on imports from foreign countries
It only has the fab tech, which can be overtaken by other rivals in the future.
Even Taiwan can fab advanced chips, they lack the real hardcore technologies that is associated with the real-life application of chips in most of sectors, such as 5G, memory chips, cars, CPU, GPU..... All they do is contract chip fabrication, the behind-the-stage role, instead of the R&D of product technologies (including not only chips) and the commercial front brands that directly produce consumer products.
Meanwhile the US, China and South Korea have the hand in both. China is developing a full domestic supply chain in semiconductors from raw materials to machines to fabrication to brand products (the US forced them to do so, they have no other ways if they want to survive). It also developed the domestic memory chips in NAND and DRAM sectors, long dominated by South Korea who also competes with China in shipbuilding, home appliances, mobile phones and cars. China also competes with the US in mobile phones, operating systems, cars, 5G chips, CPU, GPU..., it competes with Japan and Germany in machine tools and cars.
Think twice before you belittle Taiwan and use the word "only". Or you will find yourself won't again in another five years and regret making these shallow comments.
you do not know anything what is Chip.
You talk about microchips TSMC, Nvidia, and so on while I think about my algorithm and Zeiss machine, - we are so different.
Any other place can be like Taiwan, I mean any but no one can replace my algorithm and Zeiss machine for producing those microprocessors, you make me feel bored all the time with those news in youtube.
Taiwan in nothingggggggggggg, is the same like any other place in the world.
i think you mean ASML. Zeiss is right there besides Canon to be used chips found in toys, smart dildos those kind of 2008 technology. ASML is the only company which produces EUV technology.
If TSMC can be replaced by anyone, you better tell the Americans. They are spending billons inviting the Taiwanese to their country, but are still suing TSMC for discrimination acainst non-asians in their company XD
Enjoy your beutiful delusion you unhinged schizophrenic
Are you saying that Taiwan is just a place where a company can make microchips but actually those machines which built the microchips are actually bought from supplier from europe or other countries?
It's funny enough to say things this way.
@@yanglee1404 I think we all can understand what he says, because Taiwan actually can't make chip machine. Taiwan can buy chip machine and do business to make microchips.
@urimtefiki226 i think the company you are thinking of is ASML. It is the only company that produces EUV machines. Zeiss and other machines are used to produce older chips, such as those used in toys.
TSMC (taiwan) is currently the only company capable of economically producing the latest generation of chips (see Intel i9, Nvidia Blackwell, etc) due to a wafer yield much higher than contemporaries TSMC has done so well that the Americans have invited them to build a fab in arizona, which has received various complaints for discrimination against non-asians. It seems the Amercians would not tolerate this if they felt that they didn't need the help of TSMC.
REPENT SINNERS JESUS CHRIST SAVES ✝️✅