@@user-fi7js2zx5g Taiwan is the ORIGINAL China. 😇 Really though, I'm just some dumb American and I have no idea wtf I'm talking about. All I know is that there is a lot of history and depth between the two and that I don't understand the true history.
Another great video, well researched and presented, and I learned the background relations of TSMC and UMC. Thank you for all the work and then sharing.
Great video! My first gig out of school was working on Android on the Qualcomm MSM8960 which was fabbed on the 28nm process node at TSMC, so it's cool to see the lower-level processes that made it work.
I still recall my first PC (286) mainboard having an all-UMC chipset on it.. back then, they were held in quite high regard for their technical knowhow. Sadly, only a few years later they pulled out of that business almost completely when they pivoted to the foundry business.
I get your email and I love listening to the pot-cast but your videos are just another level. To the point that I read or listen first and watch later on the big screen. I am so thankful Please keep going
Awesome video! You have done very in depth research on the subject. UMC is an extraordinary company and can be a number one semiconductor manufacturer in any other country in the world - even in China or the US. It's so unfair that UMC is overshadowed by TSMC.
I'm interested to see how TSMC's expansion into the US, Germany, and Japan will change things. Probably just increase its world dominance. To which I say: good for TSMC.
UMC's IC Packaging Substrate division, Unimicron, has actually done better interns of growth and technical innovation in its space although not as innovative as Japan's Shinko. Both are key strategic suppliers of Intel, Nvidia, AMD, Qualcomm and other high performance chip companies using Flip-Chip packaging.
i can't believe i hadn't subscribed to your channel yet... (so now i did) keep up the good stuff 😀! i remember umc & mediatek chips in a lot of hardware i disassembled, nice to hear about it's history
I remember that in the 70s Taiwan also exported plastic toys, in fact it was printed on one such toy that I learned that there was a country called Taiwan.
@@babagandu - I believe this was branded in the toy, which may have been some sort of rubber bird. I was a very young kid then, my memory is blurry about the details but I'm pretty sure it was some sort of rubber toy that made a noise when pressed and that the text "made in Taiwan" was extruded in the rubber at the base of the toy. I was probably not even able to pronounce Taiwan properly, as "w" is not a normal letter in Spanish, so maybe I said "Tai Ban" or whatever.
Province of Taiwan. The nation is the Republic of China, not to be confused with the revolutionary secessionist 'Peoples Republic of China'. Yes, I'm being pedantic.
Here in the UK we once had a semiconductor industry but it was all wasted by the r-soles that have passed for our government. Now all we have are "piddly" little companies making a few chips for niche markets.
1:15 Im old enough to remember when "Made in Taiwan" meant crap. I was shocked some years ago when I realised these days everything advanced is made in Taiwan
@@tonylee9363 wasn't the "Made In _" invented in Britian to stop people from buying things in Prussia? turned out the british people liked even more to buy things with "Made in Prussia" stamped on it
I really respect Taiwan government’s smart productive leadership. For example, compare the details behind Taiwan’s UMC investment to support their chip industry versus the US chips Act which will be largely an ineffective $50 billion government funded effort. Also gotta like how Taiwan’s government figured out a cost effective medical system.
For Taiwan's medical system it really is a trade-off. The patients get pretty good care, but doctors and nurses are more overworked and paid far less compared to other places. TW healthcare is still way more preferable to garbage canadian healthcare that run on super primitive information technologies...
Wall Street are to blame for killing all industries and innovation in US. Wall Street elite all demands higher dividends and higher profit by cutting cost every time they lose money. Wall Street not keen on innovation. All the fintech innovation financed by Wall Street are potential scam. Wall Street CEO are all over paid and killing American competitive advantage because having Blackrock and Vanguard as shareholders are killing their business with ESG scam.
It will be hard to do it back there unless there is a shift on : 1. Labor cost as it is still humanly intensive job. 2. Work Culture change. 3. CHIPs Act includes IC packaging, Final Assembly and Test.
@@ntabile In regards to your point 1. Pretty sure a lights out type of operation is possible these days. In regards to point 2. Chg by both worker and mgt needs to happen. I think that the biggest mistake is this overwhelming concern for shareholder wealth. Tech companies have to innovate or die. I'm pretty sure my last employer died cause they just didn't innovate. They became a simple commodities type fab. Where costs had to slashed and prices well ... They were at the whim of the market.
i dont even know who taiwans first semiconductor giant i just know i saw an asionometry video and i am going to sleep. can't wait to listen to this, and find out about their other semiconductor giant another night. thank you for your videos.
Another excellent vid, I learned a lot of history from it, about how Taiwan so intelligently grew their semiconductor industry. Jeez, though, the technology transfer from UMC was tragic, given the current state of the world 🙁 The fine and probation were just a tiny slap on the wrist, relative to the magnitude of what they did. OTOH though, the figurative horse was already out of the barn at that point, and no fine or penalty could call it back. Even so, stronger measures might have been a greater incentive for others to not engage in such things :-/
Why did the Taiwanese Government as well as UMC and TSMC allow Morris Chang to serve as the Chairman for both Semi-Conductor Companies in the very beginning. Everyone should have known, from the start, that it would be a huge CONFLICT OF INTEREST for Morris to be Chairman for both UMC and TSMC.
My guess is … probably … look at how long it takes to catch up. Then consider even if TSMC slowed down their technology advances, they still would have a huge economic advantage because they would have recovered all costs of building their fab factories. They could sell at a competitive price even if competing against lower cost labor in a new fab that needs to recoup factory construction costs.
Please note: Instagram did not originate the model of photo filters, they had already proliferated in East Asia (notably China & Korea) before IG was founded. Small point, but on topic given the context of your remark.
The ITRI concept sounds like something that should be done here. I'm a limited gov't person such that i'm extremely small gov't proponet. However, there are times where gov't being involved would seem to be a good thing.
DARPA ran ours for a while, and now there is the Chips Act which represents the greatest public semiconductor investment of all time. The US was already the 5th largest before that, so I could see us ballooning onto number 3.
One could argue that nothing IBM fabbed has been commercially successful, unless it was going in premium devices with huge profit margins like Apple products or IBM Mainframes. However, their copper technology did go into AMD's Athlon in the early 2000's and they managed to take >30% of the market in spite of Intel's monopolistic activities. It was enough of a commercial success to get Intel worried.
IMHO if AMD was more commercailly savvy and Intel did not have such a huge head start to compete against then the competition would have been very different in the 00s. Sadly average people buy based on adverts rather than expert opinions and Intel was plenty capable of buying both on top of monopolistic strongarming the OEM suppliers like Dell.
@@zhoubaidinh403 what part of "Taiwanese Citizen" do you not understand? you sound like one of those bitter West Taiwanese, sad you're not part of a free country.
I read Chris Miller's book Chip War and wonder if you will comment on it and the CHIPS Act as well. If very high-tech chip manufacturing technology are restricted from the mainland Chinese market, will not this one act cripple the Chinese supercomputer, space, and defense programs as well as most other high-tech endeavors?
Yes an it will rise tensions. Problem is that western world in his infinite wisdom put all his critical technology on small island next to China in which is in cold war for decades. Now we are rising pressure in segment that will really hurt and because China is practically dictatorship many illogical thing can happen. If they thing they have nothing to loose and opt to invade Taiwan in some desperate effort or just bomb those foundries it will cripple the world for years. For everyone sake those foundries needs to be moved to safety before we start throwing stones thins thing can go bad very fast.
The act adds to a litany of actions the US has taken over the past decade to de-globalize critical supplies, which has become more widely noticed by the public at large in recent years (the pandemic made it so no single person could ignore this now).
Don't underestimate Chinese, if something is restricted from them, they will make it themselves. Not only that they will make it better, cheaper and faster. They will sell it to world, while Americans are busy debating/deciding on gender of their children.
you see that building around 2:42 ... that's in Camden, New Jersey USA - the ONLY things Camden is known for these days are drugs, crime, and unsolved murders.... oh, and Campbell's soup.... - I live quite close to Camden.... don't go there.... if you value your life... and your reputation... but if you want drugs there are open air drug markets (known as 'sets') on pretty much EVERY CORNER.... I can't believe how much of a beautiful city it USED TO be.... and then the CIA invented crack lol
I would not call Samsung an Independent Foundry. Yes, Samsung has a foundry business, but also designs their own chips, latter fabbed at Samsung Foundries, Those include (but are not limited to) Exynos ARM Processors (some of them with AMD graphics tech inside), Chips for (Smart) TVs, DRAM and NAND Flash... If anything, Samsung is already what intel is striving to be, and IDM, with a Fab Bussiness on the side... Other than that, great content, keep it up.
What do those juggernauts all have in common? They are supported and backed by their government. Now let's hope our politicians in America realize how important it is to make it possible for companies to succeed. (Without corruption of course). I know the US military after seeing Russia and Ukraine go through reserves so quickly is in the process of seeing how they can improve manufacturing.
@@dianapennepacker6854 Investing in domestic nationalized arms production would be a start. It would be extremely popular with congress since you can bait both sides into voting for it by spreading the jobs far and wide in the bill, and also decentralizing our critical infrastructure in the process. This is how most procurement programs are run already, so it wouldn't even be a shift in doctrine, it'd just be one of the biggest jobs programs in American history. Biden would probably win re-election in 2024 if he ran on the program's benefits, and anyone who voted against it probably wouldn't make it past the primaries. Also it would save us a ton of money on arms manufacturing by eliminating the profit incentive. We could still pay companies like Lockheed Martin and Raytheon to do the research work for us, and then nationalize production under license, so that we save money in the long run while still protecting those high skill R&D jobs that we need people to not get rusty in. Licensing the final product would allow them to set up their own production and continue to sell internationally as well, and this would also serve to increase total production capacity in the event of a major war
@@thebandofbastards4934 Yup I know and other companies TSMC are opening up in Nevada. Which is a bizarre choice - thought Nevada had water issues and plants need a lot. Then Micron with their massive factory in NY. I thought there was a few others out west but can't remember. Samsung I believe is expanding. Hopefully we can catch up. While the newest chips won't really benefit me - they are important for AI I guess so I'm glad we are getting into gear.
@Dale Johnson If defense companies can't make a profit because all the tech they develop is nationalized then they'll stop developing it and wind up the business.
Chip designs are always being "upscaled", due to rivalry among competitors, as Ecclesiastes 4:4 in the Bible says: "And I have seen how much effort and skillful work spring from rivalry between people", but which the writer of this named Solomon, king of ancient Israel (reigned 1037-998 B.C.E.), also noted that "this too is futility, a chasing after the wind." And why is "reaching for the stars" in any area "futility, a chasing after the wind" ? Because, it keeps mankind at odds with each other, disunited, with the competitive spirit placing a "wall" between various groups, creating divisive hate. Not far into the future, money will disappear, along with those who keeps pushing for the commercial realm to exist, that makes for greed, both in power and money, for Jesus said at Luke 16:9: "Also, I say to you: Make friends for yourselves by means of the unrighteous riches (or use it in a way that pleases God, whose name is Jehovah, see Isa 12:2, KJV), so that when such FAIL (at Armageddon, "the war of the great day of God the Almighty", Rev 16:14, 16), they (Jehovah and Jesus Christ) may receive you into the everlasting dwelling places (or into life everlasting, as on the paradise earth, see Ps 37:11, 29)."
UMCs impact on the TV manufacturing business is substantial worldwide. Their efforts beyond just semiconductors more specifically. But it would be good to see a discussion of MStar and MediaTek.
18:34 ASMI - ASML - TSMC - UMC/OMG - HKMG --> all I know is I loved my Tulip (IBM-Clone) PC Can't we all just get along? Stop the shareholders is all I'm saying..
Very good detail. We manufactured and fabricated in Taiwan during this period in part for the SE Asian and Asian markets. Good job in detail for this market and time.
TSMC faces a problem. Arizona fab is a burden. The US's plan is to rebuild competitiveness of Intel's fabs. The TSMC's process engineer job offer is $73K - $92.4K a year. The candidates have to work scheduled night shifts and weekend on-call rotations in a 24/7 high-volume manufacturing environment. The same position in Intel is $147.5k in average, and the estimated additional pay is $32,948 per year. That is, hiring one person in the US (which they will find very difficult) can hire two to three people in Taiwan. Not to mention TSMC only hires the best engineers in Taiwan. TSMC will throw billions into water, and Taiwanese down-stream companies will throw another 10 billions into water. The US will keep subsidizing Intel until it learned all technology it needed and ditch TSMC. Without subsidy, TSMC has to raise price and everything becomes more expensive.
It will be interesting to see what TSMC move to the US has in store for UMC. As the mainland gains strength, the reduced demands from US fabless companies like AMD, Apple, and Qualcomm might set back TSMC.
Bought a pressure switch that said "NOT MADE IN CHINA". Found out it was made in Taiwan! 😆
It was just made in other china🥲
Taiwan province, Republic of China.
China? You mean mainland Taiwan?
😊no ，China is China 🇨🇳
Taiwan is 🇹🇼Taiwan
we are different county 🤗
@@user-fi7js2zx5g Taiwan is the ORIGINAL China. 😇
Really though, I'm just some dumb American and I have no idea wtf I'm talking about. All I know is that there is a lot of history and depth between the two and that I don't understand the true history.
Another great video, well researched and presented, and I learned the background relations of TSMC and UMC. Thank you for all the work and then sharing.
Hell yeah
z
Great video! My first gig out of school was working on Android on the Qualcomm MSM8960 which was fabbed on the 28nm process node at TSMC, so it's cool to see the lower-level processes that made it work.
Thanks! I spotted UMC's juicy dividend and needed to learn about UMC. You made it easy.
In the US we have a saying, steel sharpens steel.
I still recall my first PC (286) mainboard having an all-UMC chipset on it.. back then, they were held in quite high regard for their technical knowhow. Sadly, only a few years later they pulled out of that business almost completely when they pivoted to the foundry business.
Taiwan was just so stacked
@@retrocatalog it gonna be a was soon ngl
Lol
@Formosan ASML isn't American either.....
@@glenisold79 ASML uses many US technologies which is why they stopped supplying their EUV equipments to China.
I get your email and I love listening to the pot-cast but your videos are just another level. To the point that I read or listen first and watch later on the big screen.
I am so thankful
Please keep going
Awesome video! You have done very in depth research on the subject. UMC is an extraordinary company and can be a number one semiconductor manufacturer in any other country in the world - even in China or the US. It's so unfair that UMC is overshadowed by TSMC.
I'm interested to see how TSMC's expansion into the US, Germany, and Japan will change things. Probably just increase its world dominance. To which I say: good for TSMC.
Another Great Video !! Thanks for producing them !!
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UMC's IC Packaging Substrate division, Unimicron, has actually done better interns of growth and technical innovation in its space although not as innovative as Japan's Shinko. Both are key strategic suppliers of Intel, Nvidia, AMD, Qualcomm and other high performance chip companies using Flip-Chip packaging.
Great videos!
You are the only one to put out this kind of content.
i can't believe i hadn't subscribed to your channel yet... (so now i did) keep up the good stuff 😀!
i remember umc & mediatek chips in a lot of hardware i disassembled, nice to hear about it's history
I remember that in the 70s Taiwan also exported plastic toys, in fact it was printed on one such toy that I learned that there was a country called Taiwan.
They usually used a sort of rectangle shape sticker in gold color that says MADE IN TAIWAN
@@babagandu - I believe this was branded in the toy, which may have been some sort of rubber bird. I was a very young kid then, my memory is blurry about the details but I'm pretty sure it was some sort of rubber toy that made a noise when pressed and that the text "made in Taiwan" was extruded in the rubber at the base of the toy. I was probably not even able to pronounce Taiwan properly, as "w" is not a normal letter in Spanish, so maybe I said "Tai Ban" or whatever.
Province of Taiwan. The nation is the Republic of China, not to be confused with the revolutionary secessionist 'Peoples Republic of China'. Yes, I'm being pedantic.
@Formosan I did say not to confuse it with the PRC did I not?
Also I want him to be upset. It's what he deserves.
"Made in Taiwan R.O.C" -- saw this on many toys back in the 80s!
Here in the UK we once had a semiconductor industry but it was all wasted by the r-soles that have passed for our government. Now all we have are "piddly" little companies making a few chips for niche markets.
Delightfully well researched and narrated.
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At 2:25, I worked in that RCA building at one time and another one nearby. Its a good shot of it.
1:15 Im old enough to remember when "Made in Taiwan" meant crap. I was shocked some years ago when I realised these days everything advanced is made in Taiwan
"Made in Germany" used to meant crap as well
20 years of production is crap. 30 years of production is middling. 50 years of production is expert-level.
@@tonylee9363 wasn't the "Made In _" invented in Britian to stop people from buying things in Prussia? turned out the british people liked even more to buy things with "Made in Prussia" stamped on it
@@tonylee9363 still is.
@@tonylee9363 Still does. over engineered and unreliable not to mention drenched in blood.
One of these days, I will definitely sign up for the Asianometry newsletter. Not a doubt. Some day.
Man this guy's content has improved ever since I first watched him. Keep up with the good work.
10:44 So a public policy decision to setup the industry with competition to drive innovation by a Taiwan minster has benefited the world! Amazing!
Keep up the great content!
I really respect Taiwan government’s smart productive leadership. For example, compare the details behind Taiwan’s UMC investment to support their chip industry versus the US chips Act which will be largely an ineffective $50 billion government funded effort. Also gotta like how Taiwan’s government figured out a cost effective medical system.
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many countries in Asia figure out affordable effective medical system. American really need to see the world and curb their enthusiasm.
@@hc8714 the US worships rich people, while those same rich people fleece them
For Taiwan's medical system it really is a trade-off. The patients get pretty good care, but doctors and nurses are more overworked and paid far less compared to other places. TW healthcare is still way more preferable to garbage canadian healthcare that run on super primitive information technologies...
Wall Street are to blame for killing all industries and innovation in US.
Wall Street elite all demands higher dividends and higher profit by cutting cost every time they lose money. Wall Street not keen on innovation.
All the fintech innovation financed by Wall Street are potential scam.
Wall Street CEO are all over paid and killing American competitive advantage because having Blackrock and Vanguard as shareholders are killing their business with ESG scam.
Excellent overview. Thank you
I wish that the US would gear up some semiconductor packaging firms.
It will be hard to do it back there unless there is a shift on :
1. Labor cost as it is still humanly intensive job.
2. Work Culture change.
3. CHIPs Act includes IC packaging, Final Assembly and Test.
@@ntabile
In regards to your point 1. Pretty sure a lights out type of operation is possible these days.
In regards to point 2. Chg by both worker and mgt needs to happen.
I think that the biggest mistake is this overwhelming concern for shareholder wealth. Tech companies have to innovate or die. I'm pretty sure my last employer died cause they just didn't innovate. They became a simple commodities type fab. Where costs had to slashed and prices well ... They were at the whim of the market.
Well summaried. Thanks
Gate First, Gate Last - awesome explanation. Thank
i dont even know who taiwans first semiconductor giant i just know i saw an asionometry video and i am going to sleep. can't wait to listen to this, and find out about their other semiconductor giant another night. thank you for your videos.
What do they make chips for? Autos? Toaster ovens?
Another excellent vid, I learned a lot of history from it, about how Taiwan so intelligently grew their semiconductor industry.
Jeez, though, the technology transfer from UMC was tragic, given the current state of the world 🙁 The fine and probation were just a tiny slap on the wrist, relative to the magnitude of what they did. OTOH though, the figurative horse was already out of the barn at that point, and no fine or penalty could call it back. Even so, stronger measures might have been a greater incentive for others to not engage in such things :-/
Why did the Taiwanese Government as well as UMC and TSMC allow Morris Chang to serve as the Chairman for both Semi-Conductor Companies in the very beginning. Everyone should have known, from the start, that it would be a huge CONFLICT OF INTEREST for Morris to be Chairman for both UMC and TSMC.
"Soup to nuts" sounds great.
This should be made into a web series
Much appreciated Sir 😊
UMC😮
I wish Jake Tran was more like you. I'll still watch both, but I got the bell on for this one. Well done.
I heard you on the China Talk podcast 👍congratulations on the higher profile
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incredible vid dude
So where do you see TSMC and UMC stand say 10-15 years down the road, will they maintain their dominant position in the semiconductor supply chain ?
My guess is … probably … look at how long it takes to catch up. Then consider even if TSMC slowed down their technology advances, they still would have a huge economic advantage because they would have recovered all costs of building their fab factories. They could sell at a competitive price even if competing against lower cost labor in a new fab that needs to recoup factory construction costs.
Please note: Instagram did not originate the model of photo filters, they had already proliferated in East Asia (notably China & Korea) before IG was founded. Small point, but on topic given the context of your remark.
Never claimed they invented it.
My man almost at that 400k mark! Watched the content get better and you blow up. Don’t lose steam bro 💪🏽💪🏽
thanks
Would you like to make a video about the National Health Insurance in Taiwan?
7:56 is there any merit to Robert Tsaos accusations against TSMC?
Eh.
6:19 Is it just me or that guy is a total chad?
The ITRI concept sounds like something that should be done here. I'm a limited gov't person such that i'm extremely small gov't proponet. However, there are times where gov't being involved would seem to be a good thing.
DARPA ran ours for a while, and now there is the Chips Act which represents the greatest public semiconductor investment of all time. The US was already the 5th largest before that, so I could see us ballooning onto number 3.
you are right.
Commenting to feed the UA-cam algorithm
One could argue that nothing IBM fabbed has been commercially successful, unless it was going in premium devices with huge profit margins like Apple products or IBM Mainframes.
However, their copper technology did go into AMD's Athlon in the early 2000's and they managed to take >30% of the market in spite of Intel's monopolistic activities. It was enough of a commercial success to get Intel worried.
IMHO if AMD was more commercailly savvy and Intel did not have such a huge head start to compete against then the competition would have been very different in the 00s.
Sadly average people buy based on adverts rather than expert opinions and Intel was plenty capable of buying both on top of monopolistic strongarming the OEM suppliers like Dell.
So what happened to AMD?... Has it moved to India now ?
Can you make a video about spintronics ?
18:05 I care about details, I love learning how those processes work.
I insist we add a P to the front of ITRI aconym and pronounce it PETRIE!
I'm surprised thad Uncle Bob Tao acquired Singapore citizenship then later on renounced it back to be Taiwanese citizen again.
he comes back just as CCP is warming up the invasion wagons too 😱
@@RealJohnnyDingo As Taiwan is part of China and unfinished business, it shall be a correction...not an Invasion!
@@zhoubaidinh403 what part of "Taiwanese Citizen" do you not understand? you sound like one of those bitter West Taiwanese, sad you're not part of a free country.
@@zhoubaidinh403 The Taiwaneses doesn't like your comment.😜
@@zhoubaidinh403 Save your CCP bs. Your bs is just as interesting as Putin’s Special Military Operation in Ukraine.
hey i'm a first-born son and i never had any sort of golden spoon 😡
I read Chris Miller's book Chip War and wonder if you will comment on it and the CHIPS Act as well. If very high-tech chip manufacturing technology are restricted from the mainland Chinese market, will not this one act cripple the Chinese supercomputer, space, and defense programs as well as most other high-tech endeavors?
Yes an it will rise tensions. Problem is that western world in his infinite wisdom put all his critical technology on small island next to China in which is in cold war for decades. Now we are rising pressure in segment that will really hurt and because China is practically dictatorship many illogical thing can happen. If they thing they have nothing to loose and opt to invade Taiwan in some desperate effort or just bomb those foundries it will cripple the world for years. For everyone sake those foundries needs to be moved to safety before we start throwing stones thins thing can go bad very fast.
The act adds to a litany of actions the US has taken over the past decade to de-globalize critical supplies, which has become more widely noticed by the public at large in recent years (the pandemic made it so no single person could ignore this now).
Don't underestimate Chinese, if something is restricted from them, they will make it themselves. Not only that they will make it better, cheaper and faster. They will sell it to world, while Americans are busy debating/deciding on gender of their children.
Merci ! Toutes vos vidéos sont très détaillées et surtout très intéressantes.
6:38 🤣brutal
you see that building around 2:42 ... that's in Camden, New Jersey USA - the ONLY things Camden is known for these days are drugs, crime, and unsolved murders.... oh, and Campbell's soup.... - I live quite close to Camden.... don't go there.... if you value your life... and your reputation... but if you want drugs there are open air drug markets (known as 'sets') on pretty much EVERY CORNER....
I can't believe how much of a beautiful city it USED TO be.... and then the CIA invented crack lol
No one cares dude, this vid isn't about you or the US. Stay humble
"MUH CIA" lmao you will blame everything but the blacks doing all the crack
Just noticed that YT has removed my subscription. I have no idea why, just saying.
This video is fabulous.
Bob guy is cool, thank you bob
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I would not call Samsung an Independent Foundry. Yes, Samsung has a foundry business, but also designs their own chips, latter fabbed at Samsung Foundries, Those include (but are not limited to) Exynos ARM Processors (some of them with AMD graphics tech inside), Chips for (Smart) TVs, DRAM and NAND Flash...
If anything, Samsung is already what intel is striving to be, and IDM, with a Fab Bussiness on the side...
Other than that, great content, keep it up.
What do those juggernauts all have in common? They are supported and backed by their government.
Now let's hope our politicians in America realize how important it is to make it possible for companies to succeed. (Without corruption of course).
I know the US military after seeing Russia and Ukraine go through reserves so quickly is in the process of seeing how they can improve manufacturing.
@@dianapennepacker6854 Investing in domestic nationalized arms production would be a start. It would be extremely popular with congress since you can bait both sides into voting for it by spreading the jobs far and wide in the bill, and also decentralizing our critical infrastructure in the process. This is how most procurement programs are run already, so it wouldn't even be a shift in doctrine, it'd just be one of the biggest jobs programs in American history. Biden would probably win re-election in 2024 if he ran on the program's benefits, and anyone who voted against it probably wouldn't make it past the primaries. Also it would save us a ton of money on arms manufacturing by eliminating the profit incentive. We could still pay companies like Lockheed Martin and Raytheon to do the research work for us, and then nationalize production under license, so that we save money in the long run while still protecting those high skill R&D jobs that we need people to not get rusty in. Licensing the final product would allow them to set up their own production and continue to sell internationally as well, and this would also serve to increase total production capacity in the event of a major war
@@dianapennepacker6854 Intel is being aided by the goverment into becoming a semi-comductor producer.
@@thebandofbastards4934 Yup I know and other companies TSMC are opening up in Nevada. Which is a bizarre choice - thought Nevada had water issues and plants need a lot. Then Micron with their massive factory in NY. I thought there was a few others out west but can't remember. Samsung I believe is expanding.
Hopefully we can catch up. While the newest chips won't really benefit me - they are important for AI I guess so I'm glad we are getting into gear.
@Dale Johnson If defense companies can't make a profit because all the tech they develop is nationalized then they'll stop developing it and wind up the business.
I had Famicom clone (famiclone) with UMC chips. Otherwise I remember seeing UMC name on various chips in various computers.
"An a- is an a... minus my love for you..." Dyin' x''''''-P
Classic! (Kinda cruel, though.) 😎✌🏼
AIR ENGINE is the great
I love the happy ending 😊
Chip designs are always being "upscaled", due to rivalry among competitors, as Ecclesiastes 4:4 in the Bible says: "And I have seen how much effort and skillful work spring from rivalry between people", but which the writer of this named Solomon, king of ancient Israel (reigned 1037-998 B.C.E.), also noted that "this too is futility, a chasing after the wind."
And why is "reaching for the stars" in any area "futility, a chasing after the wind" ? Because, it keeps mankind at odds with each other, disunited, with the competitive spirit placing a "wall" between various groups, creating divisive hate.
Not far into the future, money will disappear, along with those who keeps pushing for the commercial realm to exist, that makes for greed, both in power and money, for Jesus said at Luke 16:9: "Also, I say to you: Make friends for yourselves by means of the unrighteous riches (or use it in a way that pleases God, whose name is Jehovah, see Isa 12:2, KJV), so that when such FAIL (at Armageddon, "the war of the great day of God the Almighty", Rev 16:14, 16), they (Jehovah and Jesus Christ) may receive you into the everlasting dwelling places (or into life everlasting, as on the paradise earth, see Ps 37:11, 29)."
Thank you so much, was wondering to hell and back about UMC since I was literally a minor with an addiction to mid 2000s wikipedia.
3:14 im a construction worker and I would have really liked to be on that construction site.
looks really interesting
u can talk about rca toxicity fiasco next time
UMCs impact on the TV manufacturing business is substantial worldwide. Their efforts beyond just semiconductors more specifically. But it would be good to see a discussion of MStar and MediaTek.
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18:34 ASMI - ASML - TSMC - UMC/OMG - HKMG --> all I know is I loved my Tulip (IBM-Clone) PC
Can't we all just get along? Stop the shareholders is all I'm saying..
hes been a fucking grind. Dont burn yourself out. we love the content
Very good detail. We manufactured and fabricated in Taiwan during this period in part for the SE Asian and Asian markets. Good job in detail for this market and time.
The great trap done by IBM to UMC and Chartered: Copper interconnect technology and gate first patent licensing.
I mean not really an intentional trap
It was heartening to see 曹董 stand up to 🇨🇳; but much less so when he very quickly went off the dark green end…
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UMC looks like an ideal case study for mainland China’s attempt to grow their chip industry.
TSMC faces a problem. Arizona fab is a burden. The US's plan is to rebuild competitiveness of Intel's fabs. The TSMC's process engineer job offer is $73K - $92.4K a year. The candidates have to work scheduled night shifts and weekend on-call rotations in a 24/7 high-volume manufacturing environment. The same position in Intel is $147.5k in average, and the estimated additional pay is $32,948 per year. That is, hiring one person in the US (which they will find very difficult) can hire two to three people in Taiwan. Not to mention TSMC only hires the best engineers in Taiwan. TSMC will throw billions into water, and Taiwanese down-stream companies will throw another 10 billions into water. The US will keep subsidizing Intel until it learned all technology it needed and ditch TSMC. Without subsidy, TSMC has to raise price and everything becomes more expensive.
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An A minus is
An A minus my love for you
Sounds like speaking from experience 😂
US: what? There is “other one”? Move all your asses to Arizona
The coming possible invasion of Taiwan and the U.S.A. possible defense of Taiwan. This protects both countries in case all of TSMC is destroyed.
It will be interesting to see what TSMC move to the US has in store for UMC. As the mainland gains strength, the reduced demands from US fabless companies like AMD, Apple, and Qualcomm might set back TSMC.
tell me how the mainland will gain strength over those companies listed above when they are at a clear node disadvantage.
America helped taiwan with everything..
America also helped other countries. But not many countries end up like Taiwan.
recent Robert erratic behavior is sickening
Taiwan free FOREVER!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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UUUU.M.C.A. They have everything
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