By the time they're ready to compete at the highest level, will there be any improvements left in the semiconductor industry? We are approaching 1nm and even that has issues that need to be solved before we enter the picometer range.
@@Nabrolo Improvement and innovation in semiconductor isn't all about transistor size, just look at the AMD's X3D lineup CPU. And that "nanometers" you say is just marketing term, not an actual size of a transistor. As long as humanity needs electronic devices, semiconductor industry will always thriving.
@@kanekomoeka7490 I agree that transistor size isn't the only source performance gains, but once countries like China catch up to the same manufacturing level, what advantage will Japan have over them? They can produce at large scales to reduce cost, and have 10x research teams pumping out more patents than anyone else.
The thing about TSMC is that they don't have a brand, they do it for other companies and provide intellectual property along with competitive price and quality. So those that wants to build a brand can safely rely on them without the worry of IP theft, which on the contrary of Samsung & Intel both sell their chip products under their own brand. If Japan wants something like this, they would need to do the same.
Kolaborasi Jepang dalam teknologi ini bisa memperkuat industri yang mengandalkan teknologi AI mengingat kemampuan dan komitmen mereka yang kuat dalam mengembangkan sisi produksi
Something that was not covered properly in the video is that IBM is the key part of the Rapidus in Japan, they are supposed to transfer the 2 nm and the latest process node technologies to the Japanese companies.
Not sure if it's a mistake but it was bleeding badly in competing with Samsung & Hynix and was always behind these 2 in product launches & mass production in both bit density & process node by 3 to 6 months in the final few years before it's sale.
There was an announcement early this month (Nov. 2024) at SC24 in Atlanta, USA that Japan's supercomputer Fugaku retains its No. 1 ranking in 2 categories (HPCG & Graph500) and top-10 rankings in 2 other categories (TOP500 and HPL-MxP). With more funding by JPN government and industrial end-users, and investments by foreign chip manufacturers (including TSMC), it is entirely possible that Japanese will be able to reclaim its leading role in advanced chips design & manufacturing.
Japan really dropped the ball with smartphones. S Korea & Japan were way ahead of the world in cellphone proliferation during the late 90s but Japan fell way behind when it came to smartphones. Now Japan has an aging & declining population & has a growing labor shortage. They will need robotics & AI to help fill that gap.
Sony began to stagnate in the late 90s when it made Sir Howard Stringer its Chairman, CEO, and president. He was utterly a drain while Samsung surpassed in TVs and new technologies such as smart phones. Don't know why Sony kept him for over a decade.
Wrong, Japan was going downhill in cellphone market in the late 90s. They were late to embrace the international standards GSM & 3G because they were banking on using their own standards (PDC, PHS, NTT Docomo i-mode, etc.) to compete with these standards to dominate like they did with consumer electronics in the 70s & 80s. The dominant cellphone vendors tn late 90s were Nokia, Motorola & Ericsson to be later followed by Samsung & LG. Sony eventually partnered with Ericsson to become a relevant player, but by then Ericsson was also on the decline itself.
TSMC makes chips DESIGNED by other company, they can do so with machines by ASML for exmaple, since Japan is not under sanction by USA, they can also buy the same ASML machines from Dutch and make their own factory to build the chips also.
ASML actually is the unsung hero nobody talks about, they literally produce vast majority of the lithography device highly essential for all these chip foundries... Another Yankee to proud of his/her failing country...
@ssuwandi3240 YOU have no clue, when America talks about its "allies" you guys often forget that while the governments are often pro America ( as in literally owned by America like it's the case in Japan ) the populations are usually either neutral or straight up anti-American, after all they live in proximity to your military bases unlike their leaders...Japan's support to America is NOT nearly as unconditional as you think.
Major investors to TSMC are big US businesses (such as Berkshire Hattaway of Warren Buffett). If they invested to TSMC in Taiwan, they can also invest to Japan.
Arizona plant keeps getting delayed because none of American youth are smart enough for TSMC or Intel training program. Americans cannot build a chips even if their lives depended on it. Japan tho...
Preposterous. They forgot how the American Congress dismantled the Japanese chip industry. Just like what they are doing the Chinese today, America coerced and dismantled the chip industry. Remember Toshiba?
US pressure is actually making Chinese advance its chips tech even faster 😂. In a few years Chinese will surpass US tech and will be fully self sufficient.
Because in 70s-90s America procured chips and nand. Now decades gone by, now American education system is so bad, Americans no longer can make chips even if it was subsidized. Now it needs chips from Taiwan and now Japan.
This time the US is actually a key player in the rebuild of Japan's semiconductor industry, IBM is the key part of the Rapidus in Japan, by transferring the 2 nm and the latest process node technologies to the Japanese companies. And on the other hand, what the US is doing, is absolutely the right thing regarding China's chip industry.
Now that US faces a powerful competitor it cannot push around, realizes it cannot compete alone and needs all the help it can get from its allies in Asia.
Its not fairly logical and smart to take help of greatest rivals to aid in your chip industry revival. They'd want to be a notch ahead and utilize to their own benefit. If Japan is really serious here it should shelf the influence from Intel(US) and TSMC(Taiwan) and make an entire ecosystem above all where numerous smse can produce all the raw materials and provide latest steppers for advanced chip manufacturing.
This is so self indulgent that it is cringy. I'll wait for professional journalists to cover this not wannabe stars trying and failing to look and sound cool yeesh
'Preferred Network' is building their own chip architecture or just borrowing from another? This video makes it sound like they're going to be a chip manufacturer, when it's *highly* not likely that's the case. Better research & script writing is needed for these Bloomberg tech videos. 🤦♂
Japan needs this sort of investment because they have fallen behind in terms of vehicle technology, the shift to electric vehicles is going to cause Japan's GDP to absolutely tank if they don't shift over to semiconductor and electronics production
Might you consider dubbing the foreign language parts of your videos? Most people listen to this like a podcast. If we have to read it, you might as well show the entire translated text to read at one go rather than to drag it out over minutes
japan was the most advanced society ever spawned by humanity. lets nt forget that. not us,not germany not china was advaned and achieve what japan achieved, It is what China and South Korea l, Tawan and Singapore looked up to. all societies have their peaks . japan is a monocultural and homogenous sciety.
@@mrastazwanan8803 was is not is, was is past tense, is is present tense. I agree no one can stay at top forever. But we have to admit reality! Maybe Japan will get better once its gets its independence from the US. Until then things looks sad for Japan
Countries other than China and India simply won't admit their labor costs are too high. Innovation comes from goofing off or just playing around, highly unproductive, a country that doesn't have the manufacturing infrastructure just doesn't have the people with the interest in such play.
Getting TMSC to invest in Japan is a huge step, give Japan 5 years and they will be the chip manufacturer to go to in the future.
By the time they're ready to compete at the highest level, will there be any improvements left in the semiconductor industry? We are approaching 1nm and even that has issues that need to be solved before we enter the picometer range.
@@Nabrolo Improvement and innovation in semiconductor isn't all about transistor size, just look at the AMD's X3D lineup CPU. And that "nanometers" you say is just marketing term, not an actual size of a transistor. As long as humanity needs electronic devices, semiconductor industry will always thriving.
@@kanekomoeka7490 I agree that transistor size isn't the only source performance gains, but once countries like China catch up to the same manufacturing level, what advantage will Japan have over them? They can produce at large scales to reduce cost, and have 10x research teams pumping out more patents than anyone else.
The thing about TSMC is that they don't have a brand, they do it for other companies and provide intellectual property along with competitive price and quality.
So those that wants to build a brand can safely rely on them without the worry of IP theft, which on the contrary of Samsung & Intel both sell their chip products under their own brand.
If Japan wants something like this, they would need to do the same.
In 5 years time, China will takeover the semiconductors and chips businesses.
Kolaborasi Jepang dalam teknologi ini bisa memperkuat industri yang mengandalkan teknologi AI mengingat kemampuan dan komitmen mereka yang kuat dalam mengembangkan sisi produksi
Thank you Haslinda Amin and Bloomberg Originals for bringing out many worlds important topics 🙏.
Very excited to see what the Japanese produce in this space.
JP era is finished. China is the future. It just takes longer for average ppl like u to acknowledge this reality.
Something that was not covered properly in the video is that IBM is the key part of the Rapidus in Japan, they are supposed to transfer the 2 nm and the latest process node technologies to the Japanese companies.
Japan made a huge mistake when allowed its memory chip maker Elpida to be sold off to Micron.
🎉🎉
Not sure if it's a mistake but it was bleeding badly in competing with Samsung & Hynix and was always behind these 2 in product launches & mass production in both bit density & process node by 3 to 6 months in the final few years before it's sale.
There was an announcement early this month (Nov. 2024) at SC24 in Atlanta, USA that Japan's supercomputer Fugaku retains its No. 1 ranking in 2 categories (HPCG & Graph500) and top-10 rankings in 2 other categories (TOP500 and HPL-MxP). With more funding by JPN government and industrial end-users, and investments by foreign chip manufacturers (including TSMC), it is entirely possible that Japanese will be able to reclaim its leading role in advanced chips design & manufacturing.
Sony vio laptops were always a superior product...
Asia's people very hardworking
Loving this series!
Well done Japan, glad to see they are doing the smart thing.
Excellent news reporting!!!
More success to you in semiconductors chips Japan...
Why
Japan really dropped the ball with smartphones. S Korea & Japan were way ahead of the world in cellphone proliferation during the late 90s but Japan fell way behind when it came to smartphones. Now Japan has an aging & declining population & has a growing labor shortage. They will need robotics & AI to help fill that gap.
Sony began to stagnate in the late 90s when it made Sir Howard Stringer its Chairman, CEO, and president. He was utterly a drain while Samsung surpassed in TVs and new technologies such as smart phones. Don't know why Sony kept him for over a decade.
Software design and programming is their Achilles heel.
JP era is finished. China is the future. It just takes longer for average ppl to acknowledge this reality.
Jp will just buy robotics and ai tech from China.
Wrong, Japan was going downhill in cellphone market in the late 90s. They were late to embrace the international standards GSM & 3G because they were banking on using their own standards (PDC, PHS, NTT Docomo i-mode, etc.) to compete with these standards to dominate like they did with consumer electronics in the 70s & 80s. The dominant cellphone vendors tn late 90s were Nokia, Motorola & Ericsson to be later followed by Samsung & LG. Sony eventually partnered with Ericsson to become a relevant player, but by then Ericsson was also on the decline itself.
TSMC makes chips DESIGNED by other company, they can do so with machines by ASML for exmaple, since Japan is not under sanction by USA, they can also buy the same ASML machines from Dutch and make their own factory to build the chips also.
if that was so easy ... why Intel spent huge $ on fabs but still flopped , and went to TSMC to make their latest chips instead.
Japan brought us the blue LED, and therefor effortable flatscreens.
Wow, imagine if Japan reclaims its 1980s chip glory! Do you think TSMC and Rapidus together can pull it off?
14:50 Agreed...higher prices..
Hope they succeed!
great work
The only reason they have improved is that both China and the United States no longer include their best models in the world rankings.
as fast as I read the title I realized if Japan own something and Japan slow after achieving that was never losing it.
11:57 transition sheeesh
MOJO BABY
Surprised why canon was not mentioned
And Nikon. Two big players in semiconductor equipment
@@TuzannyeKyanjaUganda ....and TEL & TSK(now called Accretech).
Japanese companies could invest more in to chip production
Made in Japan.
is europe being left in the dust again? Oh well, they have nice castles to visit
All chip manufacturers are dependent on a single Dutch manufacturer for their actual manufacturing processes device
funny, Europe build the machine to create chip.
Europe > All
ASML actually is the unsung hero nobody talks about, they literally produce vast majority of the lithography device highly essential for all these chip foundries...
Another Yankee to proud of his/her failing country...
So steam trains used computer chips too? Who knew!? 🙄
The US really assumes that Japan will stay in their grip forever...Might be smarter to invest at home
😂😂 you have NO CLUE
@ssuwandi3240 YOU have no clue, when America talks about its "allies" you guys often forget that while the governments are often pro America ( as in literally owned by America like it's the case in Japan ) the populations are usually either neutral or straight up anti-American, after all they live in proximity to your military bases unlike their leaders...Japan's support to America is NOT nearly as unconditional as you think.
as long as japan remains as a vassal state if US, why not?
Major investors to TSMC are big US businesses (such as Berkshire Hattaway of Warren Buffett). If they invested to TSMC in Taiwan, they can also invest to Japan.
Arizona plant keeps getting delayed because none of American youth are smart enough for TSMC or Intel training program. Americans cannot build a chips even if their lives depended on it. Japan tho...
oh they wish. Without enough engineers and lack in stem education students. They can't build a real industry
very cool very noice
Preposterous. They forgot how the American Congress dismantled the Japanese chip industry. Just like what they are doing the Chinese today, America coerced and dismantled the chip industry. Remember Toshiba?
America’s will support this time. Aligned interests
US pressure is actually making Chinese advance its chips tech even faster 😂. In a few years Chinese will surpass US tech and will be fully self sufficient.
Because in 70s-90s America procured chips and nand. Now decades gone by, now American education system is so bad, Americans no longer can make chips even if it was subsidized. Now it needs chips from Taiwan and now Japan.
This time the US is actually a key player in the rebuild of Japan's semiconductor industry, IBM is the key part of the Rapidus in Japan, by transferring the 2 nm and the latest process node technologies to the Japanese companies.
And on the other hand, what the US is doing, is absolutely the right thing regarding China's chip industry.
Now that US faces a powerful competitor it cannot push around, realizes it cannot compete alone and needs all the help it can get from its allies in Asia.
Which are available smart phones using 2nm and 3nm chips in the market
None... 4nm is still the newest node.
Peace will be there without technology
Its not fairly logical and smart to take help of greatest rivals to aid in your chip industry revival. They'd want to be a notch ahead and utilize to their own benefit. If Japan is really serious here it should shelf the influence from Intel(US) and TSMC(Taiwan) and make an entire ecosystem above all where numerous smse can produce all the raw materials and provide latest steppers for advanced chip manufacturing.
When someone from sony said "we give them advice that japanese way is different" oh boy this is red flag
And yet, the plant is completed and operational while Arizona is still having problems because of "culture issues".
Arm, x86, power pc, cell?
Mashallah Tabarkallah thank you
This is so self indulgent that it is cringy. I'll wait for professional journalists to cover this not wannabe stars trying and failing to look and sound cool yeesh
Second Bloomberg video: Japans debt and population problem
'Preferred Network' is building their own chip architecture or just borrowing from another? This video makes it sound like they're going to be a chip manufacturer, when it's *highly* not likely that's the case. Better research & script writing is needed for these Bloomberg tech videos. 🤦♂
Japan needs this sort of investment because they have fallen behind in terms of vehicle technology, the shift to electric vehicles is going to cause Japan's GDP to absolutely tank if they don't shift over to semiconductor and electronics production
Come on, Korea! Move it!
Chips are also used for self driving missiles too 🙂
they might buy themselves a 6 month head start on every other smaller semi-conductor manufacturing nations by 2028 😆the vertical agents are coming!
How Japan will deal with the safe recycling of the waste and waste water created by chip manufacturing is the real big question. Same as US
I hope they're making these buildings earthquake proof...
Might you consider dubbing the foreign language parts of your videos? Most people listen to this like a podcast. If we have to read it, you might as well show the entire translated text to read at one go rather than to drag it out over minutes
She looked like the lady from EVERYTHING EVERYWHERE ALL AT ONCE lol
No market, no technology, complete only on pricing? Day dreaming!
Face facts. Japan is done.
japan was the most advanced society ever spawned by humanity. lets nt forget that. not us,not germany not china was advaned and achieve what japan achieved, It is what China and South Korea l, Tawan and Singapore looked up to. all societies have their peaks . japan is a monocultural and homogenous sciety.
@@mrastazwanan8803 JP era is finished. China is the future. It just takes longer for average ppl like u to acknowledge this reality.
@@mrastazwanan8803 was is not is, was is past tense, is is present tense. I agree no one can stay at top forever. But we have to admit reality! Maybe Japan will get better once its gets its independence from the US. Until then things looks sad for Japan
Wow! A judgement from a (very) smart person; maybe! Where/what are the facts, despite the presupposition?
nah japan wont make it
It doesn't matter what chip japan produces if it's not allow to sale it to the world biggest customer. China 😂😂😂😂
LOL. Look somebody is kneeing so that Japan would sell them semiconductor making equipment.
Countries other than China and India simply won't admit their labor costs are too high. Innovation comes from goofing off or just playing around, highly unproductive, a country that doesn't have the manufacturing infrastructure just doesn't have the people with the interest in such play.
LLOOLLLLL
What?
Japan always relying on others 😅 oh well at least they do it best when it comes to propping up these companies
T😂😂😂😂😂😂😂 LOST ITS MOJO.
You don't know alot ms reporter
Look down if China does the same,dont forget pearl port event