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.
A little-known fact: Japan actually ranks fourth in the world in terms of semiconductor earnings. This is because Japanese technology and components are used in smartphones, home appliances, and gaming consoles worldwide.
A little-known fact: Taiwan actually ranks first on the world in terms of semiconductor earnings. This is because Taiwanese technology and components are used in smartphones, home appliances, and gaming consoles worldwide.
Japan is not making semiconductor directly. They are making machines for semiconductor manufacturing. In the terms of the technologies for semiconductor manufacturing, they are outdated, although their earning method is not depending on specific manufacturing companies. What this meant was that the people who sold ice axes during the Gold Rush were now actually digging for gold.
To be more precise, the economic crash was also artificial, by the West, and before the economic crash, an agreement called the Arrangement between the Government of Japan and the Government of the United States of America concerning Trade in Semiconductor Products was concluded between Japan and the United States, which forcibly closed the semiconductor manufacturing market and shifted it to Taiwan and South Korea.
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.
they also had some big scandals later on like with Olympus that I'm sure rattled some of their other high-tech industries that focused on CMOS and other ICs
@@jasonrhtx I'm not 100% sure about the direct relation to AI but they put a lot of effort into vector processors, which often were used in supercomputers for simulations and other accelerators; look up "HPE NEC Vector Engine Accelerator Module " for example
Many of Preferred Networks' employees have won awards at the International Science Olympiad during their student days. As one of the few unicorn companies in Japan, they are still privately held, which means they have no trouble raising funds.
As you point out, one of the few. That is the issue. I have known people who won awards at the science Olympiad too. The issue is that first, Japanese are very humble and many just aim to be a doctor. Also they are stripped of ambition by hierarchical limitations. This is not changing soon and this video is an advert, not a documentary imo.
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.
It'll take decades. The only competition in the next 10 years are between TSMC and Samsung. Japan already failed in the past along with everyone else(India, China, Europe, Israel, etc).
@@larryc1616 Nah, Japan and China have been slowly able to again reclaim Semiconductor designing and architecture and I believe Japan has higher chance of winning since China will be blocked from the Manufacturing ability.
Kolaborasi Jepang dalam teknologi ini bisa memperkuat industri yang mengandalkan teknologi AI mengingat kemampuan dan komitmen mereka yang kuat dalam mengembangkan sisi produksi
Japan can do it because they use to do this with absolutely no imports and completely home made equipments. Back in the 300nm days Japan could produce its own wafer layer growing machines. So developing a 2nm lithography machine isnt impossible, especially considering they still develop machines to coat conductive layers every single LCD and OLED display in the world.
Yes it's possible for them to be a contender. They started Nintendo and Sony Playstation, the strongest graphical platform. Plus the long history of high quality audio systems Denon, Panasonic, Yamaha, Sony, etc. Why not? They have high skilled employees.
Japan has always been involved in the global chip race. Assembling is now in Taiwan and Korea, but Japan is dominating the area of chip materials and manufacturing devices. With the current geopolitical situations, they're bringing comprehensive production model back to Japan, aiming for stable chip supply chains for global market.
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.
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.
Two years ago, IBM also cooperated with Samsung to plan the production of 2-nanometer chips. The laboratory and factory mass production are completely different stories.😊
My son ordered a high end Toyota vehicle and had to wait about 8 months for delivery, supposedly because of a chip shortage. Japan would be wise to get into the chip business in a big way. I wish them well.
As a society, Japan needs needs this direction. It's a wonderful culture, but it needs technological advancement and investment into itself to thrive. No doubt this will be difficult, but the Japanese are extremely hardworking and produce some of the worlds best products with extreme attention to detail and a commitment to high quality.
It's a wonderful culture if you've never worked here. Beyond that, things are looking grave in terms of health care and social services in the future. This is a very sugar coated presentation. I'm calling high level BS on it. The speeches I'm hearing here are typical Japanese propaganda.
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.
Don't forget all Hi-Tech computers using in A1 made in Japan. Truck dealerships near you using computer made in Japan. Air cargo carrier using computer of Japan.
I somehow feel sorry for Japan. Imagine theri GDP in the 90s was usd4 trilliun. Today their GDP is still 4 trilliun. Its like Japan has been sleeping for the last 30 years while their rivals are awake and working
Japan's mistake 30 years ago was that it posed an economic threat to the United States, which led to the semiconductor restrictions and the Plaza Accord. Today's China is exactly....
They've reached their maximum potential. Four to five trillion is the best they can achieve with their declining population, weaker exports, and relatively small domestic market.
"Japan is in decline" is a phrase often used by people who don't understand anything. It is true that Japan fell into a long-term slump due to the US semiconductor regulations and the Plaza Accord. In addition, Japan has the fastest aging population in the world, and the average life expectancy of its citizens is long, making it difficult to look after the elderly, and a large part of GDP is spent on medical care and nursing care. Furthermore, the population continues to decline due to a low birth rate. And The world also learned about the large number of victims caused by major earthquakes, tsunamis, and hurricanes. Furthermore, since the pandemic, the yen has experienced a significant depreciation. But given the situation, why is it still ranked among the top in terms of GDP?
In these discussions, the idea that "Japan is a country with a lot of debt" is often brought up. However, this is just a catchy name that the media likes to use. So what I'm trying to say is that it seems like they're trying to avoid discussing this issue based on the balance sheet, which any accountant or manager would notice. What's important is net assets, which are total assets minus liabilities, and Japan's is not "-".
memory chips cant shrink below 12-14mn process. Everything else can. Its not just CPU;'s that TSMC are making. They are making all of NVIDIAs AI chips too! Its not just making masks that work at 3nm. You need to optimise the layout at that size too as there are strict rules for optimisation and layouts for different component types. TSMC will work months with the client to modify their designs to work at the TSMC fab. NVIDIA have also been using silicon optimisers for years now too. This is why they crushed AMD even though when they were on larger process nodes.
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.
Making advanced chips is not like making cars or appliances. Japan already failed in the past along with everyone else. They all lack the IP and R&D to make commercial advanced chips. Only TSMC and Samsung can make commercial advanced chips below 7nm.
I lived before the internet, mobile phones, and many CPU powered appliances. So what was it like? Bliss! No social media, no flaky technology, no spreading of disinformation, no distraught teenagers plus a 1000 other down sides. We had cars, phones, audio equipment, radios, TV's, tv recorders, and so forth. We also had a much happier society, that wasn't possessed by greed, peacock feathers, extreme narcissism and so forth.
Clearly Japan's chip production is on the rise and expected to grow. It makes sense as Taiwanese TSMC might become hostage of China's expansion so probability/risk of conflict is certainly there. It's always important to think about back doors in case sh*t hits the fan.
Manufacturing IC is not only for defense purposes but also for the cutting edge of science and technology development. Japan is not as advanced as the cutting-edge of Taiwan on IC manufacturing, but Japan has several expertise on chemicals and machinery for IC manufacturing that no one in the world can compete.
It floors me that it took this long to realize having most of our chips manufactured in a country that could be invaded by China at any moment probably isn't a great idea...
TSMC makes 90% of all advanced chips while Samsung makes the other 10%. Nobody else can. All others tried and failed including the US, Europe, China, India, etc.
The Japanese seemed to have lost their competitive edge, allowing the Koreans and Taiwanese to take over one of their most prized industries. I doubt they can regain their position, but perhaps they can prove me wrong.
Japan 🇯🇵 is like the rising sun on their flag. It used to be the leading tech powerhouse not only in Asia but around the world. Japan and other major players in semi conductor chips like South Korea 🇰🇷, USA 🇺🇸, (and maybe India 🇮🇳 Singapore 🇸🇬, The Philippines 🇵🇭, Malaysia 🇲🇾, Australia 🇦🇺, New Zealand 🇳🇿, and Indonesia 🇮🇩) is beginning to realize that micro chips powerhouse Taiwan 🇹🇼 will be gone soon due to its bleak future because of the impending Chinese 🇨🇳. invasion. And if this happens, the worldwide supply chain will be in dire trouble. The world is happy for the nation of Japan 🇯🇵 as it's momentum to take the future of semi conductor chips manufacturing to the highest level.
Every regional power needs to have some chip success because china is coming albeit slowly (or instantly if they invade Taiwan) and the US is about treading water (and the chip act will have at least some effect if not the endgame intended). Japan needs a chip winner otherwise it's competing against tech consumer giants and having to import near all the chips.
Japan faced competition from cheaper production from Korea, Taiwan and China hence why Japan fell behind not because they weren’t making quality product.
Then why can't Japan sell cheaply and increase competitiveness? That's just an excuse. Until the 80s, Japanese products were widely used. Only in the analog era... As we moved to digital, the price was expensive compared to the product performance, so we stopped using them.
@drak1265 I'm korean. though wages of sk are similar to the amount japanese are paid for. South korea still has problems like longer working hours and poor working conditions, which may subtly help cut the costs of manufacturing.
Japan once held the top share of the global semiconductor market, but was beaten by the United States and overtaken by Taiwan and South Korea. However, it still holds a large share of the semiconductor manufacturing equipment market, and may be able to make a comeback.😂
There is a lot of confusion in this. Only the US produces CISC based chips that run the internet. Every country that fabricated CSC has done so through the US.
This missing the real reason for Japans decline in chips. It was forced to sell it;'s silicon IP to USA and increase the value of it's Yen to basically destroy it's exports,
As soon japan makes a signifant progress in making real advance chips, you can bet, America and its stooges will try to thward japanese progress as it did to it last time and it is doing to china right now.
Japan is one of the mainstay of material suppliers in the IC industry. And it is so critical that the whole Korea IC industry came to a halt when Japan stopped to supply three kinds of chemicals to Korea.
Very confusing, what technology is Rapidus looking to use? Euv? Why no mention of ASML? It took 25 years for them to master EUV technology. Is Japan looking to come up with a different lithographic technology?
Japan will rise again in many industries, they have the talent, the educated work force and the will to work hard to succeed, however they need overseas talents for this, one can just hope that they have the political will, vision and market labor reforms along with investments domestic and abroad to attract the right talents.
Aging is the problem in Japan, too central management, not sharing resources for foreign employees to innovate, low salary, work schedules is not flexible and many more.
@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...
18:05 no😭 you are predicting it wrong mr president of sony replacing fossil fuel cars with evs are way too hard than you can imagine, 35% - 40%? No please
...Or rather, Japan's true intention is to produce semiconductors, which are important strategic materials, domestically and stabilize the supply, rather than relying on neighboring countries for their supply. We have no intention of rebuilding the semiconductor kingdom, as is often said, or producing cutting-edge semiconductors and winning a share of the global market. If that were to happen, we would have to endure severe excessive competition again. Instead, Japan aims to produce "usable semiconductors" rather than cutting-edge semiconductors.
Wishing Japan The Best.
That is where the Plaza Accord v2 will come into play if japan dare to overtake US.
Well done Japan, glad to see they are doing the smart thing.
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.
Japan products have always been the most reliable and trusted.
You talk sense like you are so smart. 🤣🤣🤣
@logomo7 dafuq
@@logomo7BRICS fool detected 😂😂😂
JAPAN 🇯🇵🗾🎌 THE ORIGINAL WORLD OF TECHNOLOGY!
always? during roman empire also? 😅
Let's see whether they can make 90's "Made in Japan" brand name comeback.
Make Japan great again
They won’t. Lol. They will go down the drain in the coming years.
I am a Taiwanese engineer here to help Japan build back their semiconductor industry🫡
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.
A little-known fact: Japan actually ranks fourth in the world in terms of semiconductor earnings. This is because Japanese technology and components are used in smartphones, home appliances, and gaming consoles worldwide.
A little-known fact: Taiwan actually ranks first on the world in terms of semiconductor earnings. This is because Taiwanese technology and components are used in smartphones, home appliances, and gaming consoles worldwide.
@@dannw1286 You must be extremely smart to know about TSMC when others have no idea about them.
TSMC: We manufacture chips that go beyond your wildest design dreams!
no duh
Japan is not making semiconductor directly. They are making machines for semiconductor manufacturing. In the terms of the technologies for semiconductor manufacturing, they are outdated, although their earning method is not depending on specific manufacturing companies.
What this meant was that the people who sold ice axes during the Gold Rush were now actually digging for gold.
Japan brought us the blue LED, and therefor effortable flatscreens.
Anime
If you know the actual story you know that the guy who invested the blue led did it inspite of Japan not because of it
with 70% achievement led by European, and rest japanese
Blue LEDs have brought all kinds of possibilities
90% inventions american, 10% everyone else
Best of luck Japan! You did it once, you can do it again!
Did it once you got the Plaza Accord, do it again you will get the Plaza Accord v2.
To be more precise, the economic crash was also artificial, by the West, and before the economic crash, an agreement called the Arrangement between the Government of Japan and the Government of the United States of America concerning Trade in Semiconductor Products was concluded between Japan and the United States, which forcibly closed the semiconductor manufacturing market and shifted it to Taiwan and South Korea.
These Japanese would be no where without us. USA!
@peanutsthebard I agree with some of that, not in this field but America needs more help than Japan does now. RIP US in the 80's.
Imperialism without violence
@josephp9141 People who don't even try to learn about history and don't understand the points, feel complexed and criticize.
That is extremely vague and sounds like a lot of bs
Very clever move from a clever nation! Gambare Nippon!!
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.
What chip architecture is Japan developing for AI-specific applications? And is Japan targeting chips for AI training or inference or both?
they also had some big scandals later on like with Olympus that I'm sure rattled some of their other high-tech industries that focused on CMOS and other ICs
@@jasonrhtx I'm not 100% sure about the direct relation to AI but they put a lot of effort into vector processors, which often were used in supercomputers for simulations and other accelerators; look up "HPE NEC Vector Engine Accelerator Module " for example
JAPAN 🇯🇵🗾🎌 THE ORIGINAL WORLD OF TECHNOLOGY!
Japan will back for Sure. They can bring new technology to future.
Many of Preferred Networks' employees have won awards at the International Science Olympiad during their student days.
As one of the few unicorn companies in Japan, they are still privately held, which means they have no trouble raising funds.
As you point out, one of the few. That is the issue. I have known people who won awards at the science Olympiad too. The issue is that first, Japanese are very humble and many just aim to be a doctor. Also they are stripped of ambition by hierarchical limitations. This is not changing soon and this video is an advert, not a documentary imo.
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.
It'll take decades. The only competition in the next 10 years are between TSMC and Samsung. Japan already failed in the past along with everyone else(India, China, Europe, Israel, etc).
@@larryc1616 Nah, Japan and China have been slowly able to again reclaim Semiconductor designing and architecture and I believe Japan has higher chance of winning since China will be blocked from the Manufacturing ability.
Japan will prevail, They always do 💪🏼
Kolaborasi Jepang dalam teknologi ini bisa memperkuat industri yang mengandalkan teknologi AI mengingat kemampuan dan komitmen mereka yang kuat dalam mengembangkan sisi produksi
I ❤ Japan
Japan can do it because they use to do this with absolutely no imports and completely home made equipments. Back in the 300nm days Japan could produce its own wafer layer growing machines. So developing a 2nm lithography machine isnt impossible, especially considering they still develop machines to coat conductive layers every single LCD and OLED display in the world.
Too much time and there are enough of other challenges in chip manufacturing. Easier to just buy the machines
Wow, imagine if Japan reclaims its 1980s chip glory! Do you think TSMC and Rapidus together can pull it off?
Yes it's possible for them to be a contender. They started Nintendo and Sony Playstation, the strongest graphical platform. Plus the long history of high quality audio systems Denon, Panasonic, Yamaha, Sony, etc. Why not? They have high skilled employees.
Japan has always been involved in the global chip race. Assembling is now in Taiwan and Korea, but Japan is dominating the area of chip materials and manufacturing devices. With the current geopolitical situations, they're bringing comprehensive production model back to Japan, aiming for stable chip supply chains for global market.
If assembling was everything, you guys would be the best lol or are you fools who can't even put together
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.
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.
Two years ago, IBM also cooperated with Samsung to plan the production of 2-nanometer chips. The laboratory and factory mass production are completely different stories.😊
My son ordered a high end Toyota vehicle and had to wait about 8 months for delivery, supposedly because of a chip shortage. Japan would be wise to get into the chip business in a big way. I wish them well.
Asia's people very hardworking
Thank you Haslinda Amin and Bloomberg Originals for bringing out many worlds important topics 🙏.
As a society, Japan needs needs this direction. It's a wonderful culture, but it needs technological advancement and investment into itself to thrive. No doubt this will be difficult, but the Japanese are extremely hardworking and produce some of the worlds best products with extreme attention to detail and a commitment to high quality.
It's a wonderful culture if you've never worked here. Beyond that, things are looking grave in terms of health care and social services in the future. This is a very sugar coated presentation. I'm calling high level BS on it. The speeches I'm hearing here are typical Japanese propaganda.
Excellent news reporting!!!
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.
I perfectly love your documentaries, it is sophisticated and imcomparable to the others
Don't forget all Hi-Tech computers using in A1 made in Japan. Truck dealerships near you using computer made in Japan. Air cargo carrier using computer of Japan.
Japan create a lot of the materials that go into semiconductors so it only makes sence to make their own leading edge chips
Ah yes, sand
Thanks for sharing valuable information.
I somehow feel sorry for Japan. Imagine theri GDP in the 90s was usd4 trilliun. Today their GDP is still 4 trilliun. Its like Japan has been sleeping for the last 30 years while their rivals are awake and working
Yeah, I wonder what could have caused that? 🧐
Japan's mistake 30 years ago was that it posed an economic threat to the United States, which led to the semiconductor restrictions and the Plaza Accord.
Today's China is exactly....
They've reached their maximum potential. Four to five trillion is the best they can achieve with their declining population, weaker exports, and relatively small domestic market.
"Japan is in decline" is a phrase often used by people who don't understand anything. It is true that Japan fell into a long-term slump due to the US semiconductor regulations and the Plaza Accord. In addition, Japan has the fastest aging population in the world, and the average life expectancy of its citizens is long, making it difficult to look after the elderly, and a large part of GDP is spent on medical care and nursing care. Furthermore, the population continues to decline due to a low birth rate.
And The world also learned about the large number of victims caused by major earthquakes, tsunamis, and hurricanes.
Furthermore, since the pandemic, the yen has experienced a significant depreciation.
But given the situation, why is it still ranked among the top in terms of GDP?
In these discussions, the idea that "Japan is a country with a lot of debt" is often brought up. However, this is just a catchy name that the media likes to use.
So what I'm trying to say is that it seems like they're trying to avoid discussing this issue based on the balance sheet, which any accountant or manager would notice.
What's important is net assets, which are total assets minus liabilities, and Japan's is not "-".
If you have seen Warren Buffet's investments in Japan, you know what's about to happen.
It's about to do perfectly average just like Buffet over the last 10 years compared to the s&p500?
If Airbus builds a factory in Japan, it'll be game over for Boeing.
Its already game over the parts are flying everywhere !
The production techno music in the first minute on this is fantastic.
Memory chips are a commodity. It is CPU manufacturing that is the challenge and TSMC is the only show in town.
memory chips cant shrink below 12-14mn process. Everything else can. Its not just CPU;'s that TSMC are making. They are making all of NVIDIAs AI chips too!
Its not just making masks that work at 3nm. You need to optimise the layout at that size too as there are strict rules for optimisation and layouts for different component types. TSMC will work months with the client to modify their designs to work at the TSMC fab. NVIDIA have also been using silicon optimisers for years now too. This is why they crushed AMD even though when they were on larger process nodes.
THE KING IS BACK 😎😎😎😎😎😎😎😎
Not yet just a concept
ありがとうございます。
一番になったら他の国に虐められるから一番になったらダメなんだよな。
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.
Making advanced chips is not like making cars or appliances. Japan already failed in the past along with everyone else. They all lack the IP and R&D to make commercial advanced chips. Only TSMC and Samsung can make commercial advanced chips below 7nm.
Wow you know your stuff. So a chip factory is just the ASML chip machine and a hopper with finished chips? Japan will be catching up in no time then!
I absolutely love this kind of comment!
You think making advanced chips are like making shoes
Hahaha!
Loving this series!
I lived before the internet, mobile phones, and many CPU powered appliances. So what was it like? Bliss! No social media, no flaky technology, no spreading of disinformation, no distraught teenagers plus a 1000 other down sides. We had cars, phones, audio equipment, radios, TV's, tv recorders, and so forth. We also had a much happier society, that wasn't possessed by greed, peacock feathers, extreme narcissism and so forth.
amazing interview
Clearly Japan's chip production is on the rise and expected to grow. It makes sense as Taiwanese TSMC might become hostage of China's expansion so probability/risk of conflict is certainly there. It's always important to think about back doors in case sh*t hits the fan.
Hope they succeed!
日本人としては、なかなか貴重なインタビューだ。経産省の金指さんとプリファードの西川社長は日本の半導体のキーマン。来年もまたこのインタビュー企画やってほしい。来年はラピダスの小池社長とソフトバンクの孫会長で。
来年はラピダスの試作ラインが稼働し、おそらく上場し、そして秋には今水面下でソフトバンクで進めてるAI半導体のビッグプロジェクトで、量産が開始される。来年がもっと面白い年になる。
great work
More success to you in semiconductors chips Japan...
Why
@@silveriver9 Why not?
Manufacturing IC is not only for defense purposes but also for the cutting edge of science and technology development. Japan is not as advanced as the cutting-edge of Taiwan on IC manufacturing, but Japan has several expertise on chemicals and machinery for IC manufacturing that no one in the world can compete.
What makes you think RISC based integrated circuits are cutting edge especially technology that is licensed via the US.
National security has an expanded meaning in light of the U.S. - China trade wars and brace for more countries to follow suit.
It floors me that it took this long to realize having most of our chips manufactured in a country that could be invaded by China at any moment probably isn't a great idea...
Surprised why canon was not mentioned
And Nikon. Two big players in semiconductor equipment
@@TuzannyeKyanjaUganda ....and TEL & TSK(now called Accretech).
TSMC makes 90% of all advanced chips while Samsung makes the other 10%. Nobody else can. All others tried and failed including the US, Europe, China, India, etc.
@@larryc1616 this wasn't about advanced chips, it's about semiconductor industry. Advanced chips are just 13% of the chip market
@@TuzannyeKyanjaUganda TSMC makes 60% of all chips too
People are doubting Japan? I'm doubting those people.
Sony vio laptops were always a superior product...
The Japanese seemed to have lost their competitive edge, allowing the Koreans and Taiwanese to take over one of their most prized industries. I doubt they can regain their position, but perhaps they can prove me wrong.
Japan 🇯🇵 is like the rising sun on their flag. It used to be the leading tech powerhouse not only in Asia but around the world. Japan and other major players in semi conductor chips like South Korea 🇰🇷, USA 🇺🇸, (and maybe India 🇮🇳 Singapore 🇸🇬, The Philippines 🇵🇭, Malaysia 🇲🇾, Australia 🇦🇺, New Zealand 🇳🇿, and Indonesia 🇮🇩) is beginning to realize that micro chips powerhouse Taiwan 🇹🇼 will be gone soon due to its bleak future because of the impending Chinese 🇨🇳. invasion. And if this happens, the worldwide supply chain will be in dire trouble.
The world is happy for the nation of Japan 🇯🇵 as it's momentum to take the future of semi conductor chips manufacturing to the highest level.
Every regional power needs to have some chip success because china is coming albeit slowly (or instantly if they invade Taiwan) and the US is about treading water (and the chip act will have at least some effect if not the endgame intended). Japan needs a chip winner otherwise it's competing against tech consumer giants and having to import near all the chips.
Japan faced competition from cheaper production from Korea, Taiwan and China hence why Japan fell behind not because they weren’t making quality product.
Then why can't Japan sell cheaply and increase competitiveness? That's just an excuse. Until the 80s, Japanese products were widely used. Only in the analog era... As we moved to digital, the price was expensive compared to the product performance, so we stopped using them.
@ Because their wages are higher than Korea and China. That’s why Apple is made in China and not the US.
@@vamosnippon Well, I don't know when you're talking about, but wages in Korea have been similar to or higher than in Japan for the past 10 years.
@drak1265 I'm korean. though wages of sk are similar to the amount japanese are paid for. South korea still has problems like longer working hours and poor working conditions, which may subtly help cut the costs of manufacturing.
Labor costs in Japan are cheaper than in Korea. These excuses are the reason why Japan has been stagnant for 30 years
Japan once held the top share of the global semiconductor market, but was beaten by the United States and overtaken by Taiwan and South Korea. However, it still holds a large share of the semiconductor manufacturing equipment market, and may be able to make a comeback.😂
There is a lot of confusion in this. Only the US produces CISC based chips that run the internet. Every country that fabricated CSC has done so through the US.
So when do Japanese graphic cards hit the market?
If it happens then the Plaza Accord v2 will come in.
NO PLAZA ACCORD NOW JAPAN
🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
I like the CEOs pragmatic doubts on the success.
They go beyond the typical bs responses of “meeting the market challenge with world class chips”.
Japan needs to partner up with Intel
Japan needs women and men to partner.
I wish we get this sort of progress in Africa, the Middle East
菊陽町には、とても知的で意識の高い町長がいるようだ。彼の指揮によって、町は本当に恩恵を受けると思う。
This missing the real reason for Japans decline in chips. It was forced to sell it;'s silicon IP to USA and increase the value of it's Yen to basically destroy it's exports,
because while US spent it money Japan, Japan could focus on industrialization. relationships should be win win.
Made in Japan.
As soon japan makes a signifant progress in making real advance chips, you can bet, America and its stooges will try to thward japanese progress as it did to it last time and it is doing to china right now.
They will rise again.
14:50 Agreed...higher prices..
Japan is one of the mainstay of material suppliers in the IC industry. And it is so critical that the whole Korea IC industry came to a halt when Japan stopped to supply three kinds of chemicals to Korea.
In just two months, Korea has replaced the material. All imported products are not imported because they are not made
Very confusing, what technology is Rapidus looking to use? Euv? Why no mention of ASML? It took 25 years for them to master EUV technology. Is Japan looking to come up with a different lithographic technology?
Chasing the tech of the moment. Making future ghost companies
I love this series, but why is there always so many shots of the host walking in slow motion lol
life was easier and less stressful when there is no electronic devices
Japan will rise again in many industries, they have the talent, the educated work force and the will to work hard to succeed, however they need overseas talents for this, one can just hope that they have the political will, vision and market labor reforms along with investments domestic and abroad to attract the right talents.
Yes, but the total investment would need to be $1 trillion +. This is what America needs to do to bring factory jobs back.
The EUV Lithography machines Japan will use to make the advanced chips are all made by ASML a European company!
"Trains"... are not "powered by semiconductors". Read a book, Bloomberg.
why chip are use in e commerce?
as fast as I read the title I realized if Japan own something and Japan slow after achieving that was never losing it.
I must say that this was translated by an absolute pro.
Whats with the Cyberpunk soundtrack?
Hard to run an economy with less people using chips when you have to import it all
Aging is the problem in Japan, too central management, not sharing resources for foreign employees to innovate, low salary, work schedules is not flexible and many more.
Japan has been risk averse, and this has been the biggest challenge. Will it change. Will japan lead i hope so.
0 chance. It is US vs China game now
Who loves a product which says "Made in Japan", instead of "Made in C****A"?
Made in California? I love to use the product!!
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...
18:05 no😭 you are predicting it wrong mr president of sony replacing fossil fuel cars with evs are way too hard than you can imagine, 35% - 40%? No please
Put a bar behind the subtitles please. Reading white on white is a pure headache.
Maybe graphene chips is what Japan needs ?
MOJO BABY
Why AI requires so much energy is far more complicated than they thought, it seems.
...Or rather, Japan's true intention is to produce semiconductors, which are important strategic materials, domestically and stabilize the supply, rather than relying on neighboring countries for their supply.
We have no intention of rebuilding the semiconductor kingdom, as is often said, or producing cutting-edge semiconductors and winning a share of the global market.
If that were to happen, we would have to endure severe excessive competition again.
Instead, Japan aims to produce "usable semiconductors" rather than cutting-edge semiconductors.