US' Chip War On China: Will China Win Or Lose The Tech Race? | Insight | Full Episode
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- Опубліковано 22 лип 2024
- The balloon incident in early February has brought about a further chill in US-China relations, deepening a tech war that began last October.
By banning exports of the most advanced semiconductor chips, and the machines needed to make them, to China, the US wants to slow down their rival’s military and surveillance development.
The Biden Administration has also roped in its allies, the Netherlands and Japan, into their export curbs, while planning further legislation to kneecap the Chinese tech industry.
In the meantime, Beijing has responded by announcing investments into chip research, while President Xi Jinping struck a defiant tone in the recently concluded “Twin Meetings”.
Will there be a victor in this tech war, and what will it mean for the rest of the world?
0:00 Introduction
1:40 US-China relations since the balloon incident
5:19 US' export ban on semiconductor chips to China
12:25 Is US stemming China's rise as tech giant?
24:40 Can China close the technology gap?
30:25 Impact of US chip ban on China
38:39 How will the Chip War impact the rest of Asia?
43:52 Will the Chip War lead to technology decoupling?
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It is laughable to read a lot of comments here after 5 months. Huawei 5g smart phones are back with own chips.
What many people don't know is that the Western technology blockade on China didn't just start today, and it's not just the semiconductor industry. The semiconductor industry is just the latest line on the list of technology blockades.
The technological blockade of China began almost immediately after 1949, even more tightly than the blockade of the Soviet Union.
And China is always winning whether it is nuclear technology, missiles technology, satellite technology, space technology, etc.
@@cedardrive4599 By stealing, of course.
@@cedardrive4599 of course China is winning , very far ahead so America can’t compete so they destroy others , it’s in their blood , war
@@genuinennessbefitting4734 yes America only knows how to invade and steal , you are correct , just like Syria
75k STEM PhD grads per year.... they gonna bypass everyone within a decade...
It is interesting how Steve Okun (at 29:55) says that China has fused the business and military with respect to technology. For many years, the US military has relied on technology developed by business, and vice versa.
Yup. Love how he conveniently ignores the fact that the Internet originated at DARPA as a way to ensure communication infrastructure can still function in the event of nuclear strikes, or GPS was a DOD only thing until Reagan. Of course there are many more technologies today that contradict his statements
Correct me if im wrong but i believe chinese laws are completely different from american laws
@@cybersaint9710 yes and no. Typically when it comes to laws and policy, anecdotal way to summarise is in America you can’t change the policies but you can change the party while in China you can change the policies but you cannot change the party. One of the main reasons the Chinese has been able to develop faster than any nation in recorded history is due to them changing policies that don’t work quickly and sometimes policies and law get amended within a month of implementation when they realise it doesn’t work.
If you actually look at America’s national security laws and compare it to all the hoopla when China implemented theirs, you will notice they are quite similar with America’s version actually a lot more authoritarian and with higher penalties for smaller stuff. MSM would have you believe otherwise and that America is the only country that is allowed to have national security laws to protect national interests. The basic ideals of pursuit of life, liberty and happiness and the laws around those for both countries are actually very similar but enforcement of which differs a lot.
Secularism is actually a good example. In America and China, the separation of state and religion is law except Americans politicians use the Judeo Christian God as an excuse or reason all the time for doing or wanting certain things while in China, they take this seriously and no religion of any kind is allowed to be considered or used in laws and policies. China doesn’t stop their politicians from practicing a religion, but if they tried to use their religion as a basis for any political things, they gonna have a bad time. This is also why most of China’s leadership are engineers or scientists by training while in America it’s mostly lawyers or corporate executives.
@@WarrenKLiu Great comments! Can I quote you?
@@qai4rui4 not sure what you want to quote but feel free. I’m not the only one with these opinions in Asia.
One most important thing to keep in mind is that the country with the deepest history and most wide spread collaboration between military and commercial domainsis the US. The semiconductor, aerospace and telecommunication sectors has always been closely linked with the US military. Much of the technologies has originated from military applications and civilian companies from these sectors still recieve massive contracts from the US military
Americans are too stupid to know this thing . They have their “tv pundits “ for imperial education lol .
Don’t tell them truths it will hurt their fragile brain rotted ego
@dewensun4332 With a name like that with so many numbers after your name, you might as well just say that you are posting for the CCP.
Yes, Microsoft and Amazon, for example, make a lot of money from the US military
My biggest issue with all of this is there is no (r very little) acknowledgement of the fact that what the US is doing is in response to China's actions.
I mean its like a someone complaining that your sticking up for yourself after decades of being taken advantage of..
Stick up for yourself but don't use my stuff to stick up for yourself. Do it yourself. You CCP chills are laughable with your silly narratives.
The bigger issue as per your argument is the USA sitting on the rest of the world like a tin god. Technology is an idea, not restricted to a geographical location.
Whatever technology the USA has was created elsewhere. Hoarding knowledge is just stupid. History has shown that it is self defeating.
China, held the gunpowder secret for many years, used it for magic shows and and ceremonies. It was "stolen"by an european, after which Europeans who were backward in technology then, innovated it to guns and other projecties, weaponry to conquer china and others.
It is time for the USA to retire, it has inbred itself, soiled its own home in sleaze and anti human filth upon which it is now chocking. Those are the kicks of dying horse/cow...
Technology, innovation and the world will move on regardless.
Just read the history of former powers...it is always repeating itself.
The cases of Japan and China in the 80s and 20s are different. China is a new player while Japan's ban gives rise to SK and Taiwan. But now, they're getting more revenues from China than the US. While the US is losing its tech competitiveness by forming the alliance, those allies will lose the Chinese market for the long term if China becomes self-sufficient. And it would be disastrous for those allies if the US economy moves to recession. So he's definitely a China hawk.
Biggest customer because china is a manufacturer and required those chips for the manufactured goods. Right now, foreign investment into china is dwindling and businesses are moving away from chinese manufacturing. So chinese are not by any chance the biggest customers just because they buy chips to put it to an Iphone on behialf of apple.
Self sufficiency is an illution that China propaganda preaches to its people. World is interconnected with global supply chain and No One does everything alone by itself no matter how big they are. U wanna know what self sufficiency looks like? Look at China or Cuba. That's what happens with self sufficiency. Doesn't mean they lack the brain or talent to do anything but it's hopelessly isolated run by autocratic rule. Creativity and enterprise dies.
@spider6660 Ahh the CCP has another poster or is an AI, anything with a weird list of numbers after its name is the CCP speaking and can't be trusted.
@@plantironyou really need to upgrade your reasoning cos I have this impression that you believe china won't progress if foreign investment leave. They will be shooting themselves on the foot cos loosing Chinese market is a grave mistake 😂😂😂 Tell me one thing china cannot manufacture independently as of now?
@@Mishowhbk :The irony given china already shot themselves in the economic foot. China is on the brink of economic collapse, so nobody would be missing the mythical buying power of an economy on the brink. Manufacturing does not mean ownership of intellectual design lol. Something they are losing in mass
The US has already tried with the international space station, and now they are at it again... Trying the same thing over and over again expecting different result = definition of insanity.
The way you put it is hysterical. Yes, China has 1.4bn people and literally everyone treats studying as a religion. And you have just that 1% who are good in Math, another 1% in physics, another 1% in chemistry... That's 42million above average individuals graduating from all of China's universities who can be hired in semiconductor field... and out of those, 0.1% of those are equivalent to God-like status in their respective field, that is say equivalent to Olympiad Gold Medalist. that's 42,000 individuals who has enlarged capacity to discover, invent, and reinvent semiconductor manufacturing many times over, compressing all of the west's 100 years of advanced research into 20 years... The number of Olympiad Gold Medalist from China each year outnumbers the number of Ivy League graduates each year... If I were the US, I'd be wary about this heck of behemoth... And that's only China... Then u have India where the land of spirituality belong and you have alien like Indians inventing the number 0 and defining ♾️... God knows what type of warp drive propelled spaceship can be invented when India and China work together... Elon Musk? He'll be considered the newbie still using outdated technology... Which frankly, his SpaceX and EV is not really a quantum leap like the invention of the internet, both are using existing technology...
China copies others technologies, why would anyone with half a brain invite people like that to the most advanced tech station in the world. China fault for stealing and not thinking thats wrong.
美国人现在独自建造不出空间站
@@GodsDad98 really! Who told you that!
@@mooglemy3813 ISS build by multi country, russia now left the core technology of the ISS is taken from MIR which the iss is base on
China views the world from a historical perspective. This is not transmittable to the mindset of Western nations, who view the world from a modern perspective. Both are right and both are wrong. Perhaps more creativity, out of the box solutions are needed.
And China used a historical reference for the nine dash line in the West Philippine Sea 🤷
@@octoberranile2920 9dash line is garbage. Simply CCP's imperialistic land grab.
@@octoberranile2920 no west Philippines sea that's just a try of the pinoys
@@octoberranile2920 Philippine will be working close with China in August 2023, with ASEAN joining BRICS+
Are you sure, Historical Perspective of having a Leader Nation State and follower with today Modern Perspective that all Nation States are equal and offer trade, resource, understand to share one and all. Think whom love War & Death of man
Short term pain, long term gain. History just repeat itself. Example: the Space technology, missile, nuclear technology. The semicon is the ultimate pain as this time the sanction including equipment and rope in main equipment makers. China has long learning curve to catch. Skipping the fight from smaller to anotherdisruptive is another option, just like China skip the combustion piston engine which dominated by Japan/German to directly to EV technology.
you don't have any EV without the chip. same thing with all other tech you stole. educate yourself , 🤡
well put... well said... clear as a bell.
The number of Chinese Math Olympiad Gold medalist outnumber the number of Harvard, MIT and Ivy League graduates from all over the world each year... You think they can't figure out chip technology in 20 years? I'd say in 10 years, they'd have their own EUV or they bypass it totally... The problem is with it's leaders retaining these talent. But once it's circumvented, there's nothing stopping the beast.
Real talent will go where lifestyle and security is best. USA.
@@cuckoonut1208 😂😂😂 Incredible joke 🤣🤣🤣
The US lecturing about the violation of sovereignty is like a prostitute lecturing about the virtues of abstinence.
“Latest tensions, begun since trump”. There’s been tensions between China and the US for decades 😂
sigh, when I heard the speech at 3:00 minute mark, "Presumably having the capability of spying...." When you presume and assume, and you break down the words. "ass-u-me" you make an ass out of you and me.
If it's not verified, why release the news or statement? Untruthful assumption leads to tension, if tension was the focus and the ultimatum, one can guess its direction and motives. Everything these days are done without proof but assumption. I hope one day someone will come up and says he is the king of the world, or he presumes so.
This is unfortunately the new world order. Countries are going down the road of self reliance, non dependent, skepticism, etc. This new world order is led principally by the US and most countries include China and Russia are following
Didn't Trump imply he was the king. Then tried to steal thd throne!!!!!!@
well, everyone is spying everybody... that's what you need to understand...
Well, that's what the Americans love to do, make assumptions and act on them! Remember Iraq and the WMD?
When is US going to behave rationally as a responsible democratic country promoting peace instead of war!
Maybe you should preach that to China and Russia. How can you advocate peace when your advisories are always trying to bury you at every front?
When Russia and China take over your country, Just don't come asking for help. Please research who is helping and funding Ukraine and its people the most.
@@howiescott5865 USA killed the most number of people in the world (20-30 million people) since the end of WW2. China and Russia? Not even 1% of that. USA also invaded the most number of countries illegally, overthrown elected government, attempted coup, sponsored terrorist group like ISIS and stealing other resources.
US democracy, Human Rights, Freedom and Peace are a Joke. People who really believes in such sugar-coated lies are idiot brainwashed by western media.
China advocates peace? Then why does it keep threatening Taiwan with a military invasion? And China is in favor of a democratic government? That is beyond crazy.
@@howiescott5865 It is the United States that has been hogging the world's resources for a very long time, but China and Russia have put the world in order again, which makes the American politician feel his supremacy is disappearing, just as the best fighter in your class is very reluctant to have two people who can fight like him next to him
What i like about this channel is the unbiasness, great work, we neither Chinese nore Americans wanted unbiased channels
Actually do feel happy we finally have an asian super power and not a unipolar world dominated totally by the west. Endless lectures hypocritical foreign policy double standards and 200 years of senseless massacre. But past 50 years somewhat the world finally got along fantastic time to be born is after 1950s a world order was established and excellent luck for us singaporeans and the genius leadership of MR LKY made us a miracle in human history. China also opened up and although got alot of wars by USA after 9/11 the world was some what still ok and overcoming each crises. After the past 2 to 3 years of extreme hardship from the pandemic and horrible geopolitical tensions SG is faced with the biggest crises since independence. Thanks to PAP worldclass leadership we have been able to overcome so many disastrous obstacles from excellent decision making by our govt. But the biggest issue for us in the next 30 years is US and China if they got along its a sweet world but if they seperate or conflict arises then our country will have to make difficult decisions. In the end it's all a political game 2 super powers trying to put us in the middle instead of those 2 listening to what other countries want and need. I am still confident that as long as PAP incharge we can overcome any crises.
You get deaths, starvation, extrajudicial killings, state sponsored terrorism, selective persecution and prosecution, repression, suppression and repression and at the end of the day,
you're enslaved by the Whitest Bananas , the Yellow Soviets, the proudest sons and daughters of Western white Anglo-Saxon-German-Russo Marxist-Leninist ideology and lunacy.
Better??
I guess u love commies
No problems with an Asian Superpower, the problem is that its an authoritarian and Communist, run by one single ruler. Dictatorship. Do we want a leaders of the world run by dictatorship? Nope count me out, would rather have another World War to settle this score.
Asia always had a superpower. For time it was Japan and the economic might of Singapore should not be laughed at. The difference between those countries in China is that they are enacting draconian policies about the waterways surrounding them. The US help China become what it is by normalizing relations in the 1980s. Then with American businesses and investment China began to grow into what it is today. The US was not worried about China until they started the communist threats and theft of intellectual property. As an American I wish nothing but the best for Asia and especially China. But the threats and the harassment with their military needs to stop because they are motivating the citizens of this country to distrust and dislike their country for no reason.
@@johnjacq7911 yes you are right but china always makes decisions based on it's 5000 year history and US needs to try convince and tell china to let go of the past because apparently in their history south china sea is entirely their waterway. Even taiwan they don't care about the people living on the island but that piece of land was part of china. So many things happened thoughout history that china has been bitter all this time. They still haven't forgotten what the Japanese did to them.
A very efficient multinational cooperation manufacturing supply chain got rudely disrupted by the US for their selfishness.
rudely risrupted by the Chinese for their selfishness, for certain. they way they're going around trying to rule Taiwan, the way they're going around trying to take control of the West Phillipine Sea, and the way they're going around trying to take control of parts of Japan's and Korea's surrounding seas and islands. China, Russia and NK really need to crumble and sink into the bottom of the ocean for the world to experience peace. The fabulous trio 🤣🤣
Don't the Chinese feel embarrassment being next to actual hardworking and creative asian countries, Korea and Japan (who don't need to steal and be crooks to get ahead)?
Rudely disrupted because the US is sick of Chinese threats, intellectual property theft, human rights atrocities and belligerence?
It's just that China's chip supply-chain never really existed before. I think it is pointed out in the video that China accounts for less than 8% of global chip production and almost 0% in equipment/tool supply-chain.
Not really, China is small part of the the semi supply chain.
ching chongs wumao...lol
China will certainly lose in the short term but this will force them to make their own chip making machines, by hook or by crook. Going by the past trend, this can only delay the development of China.
China's only real talent is being crooks, so they'll steal, and then eventually they'll stagnate again. They'll get behind, steal, stagnate. The story of China.
China still lags way behind in semi conductor manufacturing. They can mass produce but state of art is still far away land for china
And who will the market of of CCP chip industry? Themselves? Ok, sell them to yourserves and don't antagonized your neigbours!
CCP wants to own the world even continous water open seas in this world!
China does not do good deeds Only bad deeds are criticized
they just have to be delayed for 5-10 more years, their terrible demographics will do the rest of the work at that point
Remember what they did to china in space station
Thanks to Russia and Europe giving them their space technology and know how, and decades of NASA's sharing it's research and technologies with the world, eventually China was able to make a space station based on the 70 years old technology, what a achievement! any country can build their own space stations nowadays, it's not matter of technical capabilities, it's just matter of money, it's too expensive to build one and maintain it.
The best example would be China's affords to make an airliner, China has been trying to build its own airliner for 4 decades and after spending $100 billion, the outcome is a Comac, a narrow body airliner which 70% of it's parts and components come from US and Europe.
@@JigilJigil 继续自大吧..看低中国不会让你变得更好！
please ask Indian send a space station first before only mouth talking
@@JigilJigil isn't it the same thing with chips. They have DUV lithography machines in smic, it's just the matter of time before they copied it. I'm sure the upstream industries will follow suit. USA kinda shoot itself in the foot
Also airliner isn't a priority, as long as they have military plane from Russia I'm sure they happy with it. Chips are different. They import more chip than oil ffs
@@royk7712 Actually building an airliner has been a top priority for China, that's the reason they've spent so much money to build one, lithography is one process in hundreds of processes invloved in the fabrications of chips, keep it mind that China owns 1000s of airliners too, but has not been able to make a domestic one, despite the huge amount of investment and endless efforts on IP theft, they are literally 100s of cases about China trying to steal different aspects of airliner technologies. Chips on the other hand are far more complicated and China has proven they are not that capable when they are left on their own.
Q: Will they eventually be able to make the advanced chips on the latest nodes?
A: Highly likely NO.
Q: Will they be able to build the technology base that is needed for the fabrication of mature chips?
A: Maybe!, but it will take a long time and by that time the technological gap will be even much deeper.
Economy war is ok can understand everybody need to grow but kinetic war is wrong
China: "US will lose cause we buy the chips to make things for the world, Companies will lose profits."
US: "OK, Well just move manufacturing to other south east Asian countries. You wont need to buy these chips anyways."
Funding billion into a chip industry market that wont be there in 10yrs isn't a good look. 1 to 2 punch
It is bully , when only one side(U$) can change rules , it is not a competition.
Just like your classmate use his family power to force the shop not to sell stationary to you.
Only one thing-the Chinese consumer market is huge (the biggest in the world) and will be left to Chinese electronics and chip manufacturers…
Of course there is a market, there are 6.5 billion people out there outside of China, electronics is big part of everyone's life, and it is constantly growing, all those companies will be OK without China.
@@yeah2011bb : The US is still the largest consumer of chips. There is no reason why US companies can't pull assembly operation out of China. Samsung the largest smartphone maker in the world did so year ago -- closed the last smartphone factory in 2019. Of course, Tim Apple would insist that no other country has the infrastructure or "engineers" (aka, unskilled, young, slave-wage laborers from rural China), but we all know that's BS.
@@happymelon7129 Lol China has been stealing IPs for decades, every single industrial sector in China is basically based on IP theft or forced technology transfer, competition!!!? they have been subsidizing their industries and companies to win global market shares for 2-3 decades, competition!!? China is the enemy of the free trade, now it's just tasting a little bit of its own soup.
Wow so comprehensive... This report
Thank you so much .. love to Singapore from USA
Love to Singapore from white caucasian bully,
@@typicalracist5788 sorry small yellow can't bully good enough
Love the way he explains what a ballon is aka why the reasons the US would overlook a ballon
Military and private sector collaboration is common in the US too, it is what sovereign countries do for their own national security and geopolitical interest.
The US is reinterpreting the meaning of free trade to preserve its hold as an oppressive world military and economic hegemon.
The sadistic American STEM gangsters are jerks! 🖕 Down with America's arrogant tech sanction bullies! 👎 All hail Chinese mystic nano chip pioneers! ✊ Long live China's nuclear aero ship engineers! 💪 May they and their descendants live in Peace & Prosperity for Ten Thousand years! 💖🙏🚀
Agreed 100%. I really wonder sometime how USA can be so hypocritical and not expect others to know the truth.!! America evil empire need to fall, the sooner. the better for the world.
collaboration yes, but China is integrating it in the government. Let me ask you a question. you find gold in a cave in your property are you going to share that gold or keep it for your self? are you really think if China is leading the race that they wont the the same thing. I think it would be worst if china was leading since they would just assimilate it to the their government and put a strangle hold on the industry. right now the US is collaborating with Taiwan, Japan, south Korea in manufacturing the chips. What is china doing? they're trying to do all that Locally, 70 percent sufficient thy 2025 if i heard correctly.
@@BmCNinJa have you never heard of the US military industrial complex which controls the Whitehouse or Bretton Woods where the US government made gold illegal for civilians to possess?
Were you born yesterday? Please get yourself educated properly.
@@BmCNinJa The US isn't collaborating out of the goodness of their hearts, but rather because it was profitable to do so. China is trying to do that locally because it realized that free trade is a big lie. Unless they do it all inside of China, they will be cut off from the entire semiconductor industry because the US bullied the whole supply chain into submission.
No one will ask who will win. The only question is how long the US can hold China become the leading chip technology.
Just as likely to be neither. Both US and China lose, India or some other country could be the ultimate benefactor.
Simple answer... forever. Most all the best engineers and scientist around the world come to work here in the US. Here in the US; Chinese, Indian, Russian, Persian, American born and others, all work together here. That's what makes the US light years ahead.
Forever. China's economy is collapsing. They will be begging the U.S. for food by 2030. Forget making high end chips...
@@Lee-pf6od That's what China want, China is helping many weak countries becoming stronger.
@@howiescott5865 not with all the visa restrictions going around, and India will be on the chopping block if they try anything funny down the line...
It's win, lose, or draw. Other nations will develop advantages which requires collaboration amongst nations so they can all access the top technology.
That's not how business work boy.
When will US release the official report of the findings about the balloon??
when China releases the real report of the Wuhan lab leak.
The rest of the world are clearly aware on that balloon, only silly ccp like you kept yakking on issuees that dont really matters.
No, because all they do is lie.
Haha…..THE Chinese used (old) US balloon spy technology…..ANYONE with even elementary knowledge of aerial surveillance KNOWS EXACTLY what the balloon “was”..
“RELEASE” the “findings?” (You’re joking, right?) WHY? So that you-and other 50 Centers-can mock the obvious (saying, “The US is lying”)???
It’s just so EMBARRASSING to CHINA + SO OBVIOUS…..(Did you even consider that Washington might be trying to CALM the waters a little)? Like Blinken trying to restart talks with XI (which XI won’t even respond to, in his embarrassment + loss of face)…..
US will. As soon as they can figure out how to install a WMD on it.
China even took years to create it’s own ballpoint pen from scratch. Good luck trying to be a bully without the best tech from USA. China.. RIP
how many nations can create ballpoint pen??? you fail to mention nuclear plants and satellites and space stations and high speed rail. typical small minded China hater - can't see the big picture.
China has face many challenges in the past 40yrs and won everyone . This chips challenge is just another one ! Yawn ! Ho-hum !
China has had faced many challenges in the past 5000 years and has devised solutions to
overcome them This is just another one it faces and will overcome.
Ridiculous logic by the US when Boeing the largest civilian technology company also a major supplier of US Air Force. Who fuses civilian technology with military first?
That's not fusing, it's normal for any country in the world to have private companies that design and manufacture weapons, and the military buys the weapons from the manufacturer, through a bidding process and contracts, just like any other customer buys from the manufacturer. In China every company does what the CCP wants, by law they have to cooperate with the PLA and have frequently been caught spying and hacking American companies. In the documentary it said the USA put sanctions on Huawei "with no evidence" but there is plenty of evidence of Huawei hacking and spying on behalf of the CCP. The whole ideology of China is a Communist country, where everybody and any company is essentially doing whatever the CCP wants
Last i checked Boing was US company, using US ship. I dont think you understood the logic...
@@ToneyCrimson no you clearly are a paid bot and not very educated so don't talk about my logic please.
Woww woww, great program, thanks Insider.
I come to annouce that China won! after Huawai's release of Mate 60 Pro 😄
It's just a circles of business and capitals. in the 90s, PRC also killed many electrical manufacturing industries and SMT subcontractors in Japan and Korea. PRC will continue to grow stronger as a global brand elsewhere, similar with Japan, Germany, Italy and South Korea has done, else they will die relying their domestic market.
too many acronyms.
china needs to be send back into limbo for the world to be at peace again.
The portion of American technology contribution in semiconductor is really small but the program make it sound like America is the major contributor
Any country that comes close or touches the USA plague is suffering today. Germany, and the EU countries are not going to enjoy the snow this winter for sure.
Kishida, with all the problems facing Japan, is relatively quiet recently - the shortage of rare earth elements for its semiconductor industry, the now out competed motor vehicle industry, the decapitated seafood industry, and the Yen reaching for banana status. Kishida can continue with Japan's formula of 'stimulation', but it will be an exercise in futility. Follow the USA and do what the USA says, and Japan will die for the USA without a word of thanks.
Yoon is not as gung ho as you can imagine, with Samsung suffering a massive profit dive with lay offs in the pipeline. What is even more worrying is the rare earth export control by China, which Samsung and other semiconductor establishment is going to face. Following the dictates of the USA is indeed fatal.
As chip manufacturers like Samsung and Hynix stagnate, Chinese chip makers are having a good spell, with a couple of them snatching contracts under the void left by them. Indeed it has been a blessing in disguise for these Chinese chip makers. Chinese tech companies are all supporting domestic chip makers and supply chains. This is Chinese patriotism that is a trait long establised when oversea Chinese were supporting the motherland against the Japanese during the war.
China will be advanced not just chips but in everything the US has limited her access plus much more discoveries. china will thank the US for waking her up from her complacencies.
Also thanking the US for uniting her technical expertise, mobilising dissent talent to return for greater things. Open up the economy relaxing controls and enabling China to become an inventive and innovative society.
China is on the rise to be the most technologically advanced country sooner than we think!
Singapore and Singaporeans better start updating our Chinese knowledge, language and culture to be ready to partake the avalanche of opportunities coming our way sooner than we are ready!!
If we can anglicised ourselves over 30-40 years; it is not impossible to dig out what we have buried. We have to preserve the languages and civilisational strengths of all citizens and just need to get ourselves to learn and recall our Chinese for the sake of being able to communicate with China so as to be a part of the Chinese ecosystem. We just have to! And also to be with the American ecosystem and bridge them wherever possible.
Hahahaha you’re funny
@@Dkural55 😂 life there are choices. One can keep tasting the sour grapes or catch the opportunities to propel himself and his community forward. To move or to be left behind is to each his own.
Like your name you're just Yapping.
@@alfredyap14 Which side that Singaporean people and gov on at this moment?
I believe that the Chinese can develop their own advance chips . It is arrogant and foolish
to think their can not.
Amazing Documentary.Keep it up 👍.
Tell me last time that China lose this kind of game? It is actually not a good idea for the US to force China to be an independent producer of high tech chips.
China would be comfortable to be a close No. 2 behind US. But US are greedy and want to keep monopoly and dominance on all critical technologies
Yes, that's the reason why china don't restrict export of Rare earth material to US because they knew exactly What will happen in 10 yrs
China has been trying to build its own airliner for 4 decades and after spending $100 billion, the outcome is a Comac, a narrow body airliner which 70% of it's part and components come from US and Europe.
Has China won anything without the help of US companies or gov't?
@@tooltalk China has won thousands years even before a new country named US born.
Only the USA who never violate the international Law.......almost all countries violates international law......what a stupid mindset.......
Dr Ryu, China is going to make you eat your words !! South korea took the “if you can’t beat ‘em, join em “ approach
He can smug all he want. Soon USA will be eating all of South Korea's lunch if SK cannot sell chips to China. How stupid can SK be to hand over their market share on a plate to the USA?!🙄
Who has a surviving skill then he will win eventually.
Nice to hear the tech background :-) SG :-)
The thing is do you want your possible enemy to have more advance weapons than you. Do you want a partner in business to eventually take over.
How can you say China when it's only copying one proof is the J20 fighter a copycat of F35 😂😂😂
From what I've learn is that to never underestimate China. They've developed their own space program blacklisted and is overthrowing America's dominance day by day
China just need to make 7nm and above chips to become cheap cheap. Then those wafer fabs in Singapore will die.
Remind you, semiconductor industry is a veery important sector of Singapore's manufacturing.
But for China, cheap cheap chips means the aerospace industry, automobile industry, telecommunications industry, robotic industry, machinery industry, toys industry, and so on and on will be boosted to new levels.
Ha ha ha!
and replace the US one with China instead so Singapore wont hate us
ching chong wumao. china can try, try harder. LOL
TSMC found Morris Chang say China semiconductor will not able to produce 28nm moving forward due to the restrictions by US, Japan & ASML. Also TSCM has plan to invest and build new semiconductor factory in Singapore. Korea Samsung commit to invest 7 billion for semiconductor in South Korea and close down the semiconductor factories in China. Huawei loose ability to produce 5G phone now due to chip restrictions. HA ha Ha!!!
China is good at making cheap, cheap products. Cheap in price AND cheap in quality.
China can't make 7nm chips. It's way too hard for them. It will take them 10 years to be able to make them. One company announced they made a new 7nm chip in China. It turns out he just took a motorola chip and wrote his company name on it😁😆😂 China only does low end manufacturing. They can only glue parts together with slave labor. They can't make any high end components or machinery. They import all of that.
Amazing work. Really appreciate that❤❤❤
Lol there is no civilian aerospace activities on China. Thats not "Beijings flight club"'s balloon :D
Things are getting _blown_ out of proportions
Tell that to ASML of Netherlands and TSMC of Taiwan for they both 2022 lost Billions $$$$ by US CHIP Act.
Now can't make it up the lost businesses as China went other vendor or look into inhouse. Surprise TSMC back in China
Common balloon scare usa
Why does Beijing care about the “weather” over the continental USA 10,000 miles away? 😂
Thank you update insight HuGh
China's rise has benefitted humanity especially in the developing world😊
Win or lose, it’s not likely to be something good for global technological advancement. Short and medium term gains for the victor and allies, but not so for the long term. Cooperation and collaboration is necessary, not optional for spurring innovation and progress. Protectionism hurts all, from big to small countries. Some may not see or feel it yet. Hope China and U.S will not give up on working together to achieve win win outcomes.
Sometimes competition and survival creates more innovation than collaboration. Let's wait and see how it goes.
@mary4449 Hi CCP, how is it going, unlatch your military and design your own products instead of stealing from others and the US will leave you alone.
This move by the US all but guarantees an invasion of Taiwan...
29:54 Is he talking about the fact how intertwined US businesses and the military are? Or like how Boeing is also *heavily* subsidized by the state?
please keep victor gao's job, i think he is superb entertaining !
In this chip war, no country win but US companies shall come out weaker. The world technologies slower down because US chip manufacturers don't make enough to do faster advancement and China pull the brake in trying to produce own chips.
right.... and that's why the majority of the advance components to make advance chips were developed in the USA right? Just like how advance Apple processor is comparing to any other companies. The only way is China would try to steal again like they usually do from technologies to production plans
😅
Yeah...who do you think comes up with the designs for chips before it is given to Asians for manufacturing and assembly? Yeah ..only America. So dream on.
What you will find is the US will diversify the high end chip making to other countries from Taiwan then take away the contracts for the high end chips and give it to other countries, this removes a objective to grab Taiwanese chip making tech for china by invading Taiwan.
From the same playbook of what was done to Japan in the 1980s 🙄
Well, similar, but Japan was way more advanced and leading the chip industry. China barely has their foot in the door.
@tooltalk
A curve ball perspective......
With 1.4b population, China would (statistically) have more geniuses.
If just just 5%, that's about 70m, the entire pop of UK 🤔
That's enough brain powers to overcome many technological barriers.
@@jaytso1883 : Well, yeah, I could use your flawed reasoning to argue that China has enough population and soccer superstars (some even imported from oversea) to win the next WorldCup. You know it ain't gonna happen.
Sure, there may as well be many brainiacs in China, but that's not how you predict China's success.
@@tooltalk only time will tell
@@tooltalk the difference is, West use capitalist money to chase profit for rnd chips. Meanwhile China use entire nation power for it's technological independence. I head their latest loongson cpu comparable to ryzen 2000 or 3000. I'd say it's pretty huge lift from nothing
Some corporations don't understand geopolitics
The Chinese government/companies are switching to Chinese suppliers rather than the international suppliers. The process will be long and arduous, and of course lots of resources will be consumed in trail and fail, but overall it is necessary.
Chinese supplies that can only make low grade chips? Oh yes that should solve it 😂😂😂😂
If u think China will lose, that only in Anglosaxon medias. U don't know theyre building the largest EUV plants in Xiong An, China going into electron beam lithography, atom base resolution of chips
The more you ban China, the more they going to push themselves to prove you wrong. China produce 1 million more university graduate annually compared to USA and most are in STEM.
only ccp wumaos like you cares about that. dont you see your own silliness in this? dumb. I cant believe china is where the wise Confucious came from. you idiots tarnished his name.
Who cares. 😂😂😂
@@kobebasso6260 your mum does😂
Electron beam technology is decades old, it's not some new frontier. It has excellent quality, but incredibly slow. May be suitable for high end loe volume chips.
Funny China just released their 7nm gpu. Do believe they haven’t reached 4nm yet.
Domestic company will manufacture that.
It takes time but eventually they will
I do believe they're having a hard time stealing intellectual property these days 🐖
The key is the yield % .
China still need to work very very hard .
It is bully , when only one side(U$) can change rules , it is not a competition.
Just like your classmate use his family power to force the shop not to sell stationary to you.
which was supposedly fabbed at TSMC.. Is that still allowed?
No mention of the Dutch company ASML!!
I think that misinformation along with baseless allegations deserves a seat at the table.
If China wanted to develop its semiconductor industry, it would block the import of electronic chips and chips-making machines and equipment in order to allow the growth of Chinese companies in the sector. This is what USA is doing for the Chinese government. USA is advancing the Chinese semiconductor industry.
Sure, the US is "advancing" China's semiconductor industry. And China is mad about this, why?
@@patrickt49 China definitely isn't mad, it's just annoyed and happy at the same time.
Losing fastest chip and making huge market for their less advance domestic manufacturer to grow up and achieve self sustainability
@@patrickt49 The US is forcing China to learn and developed in the grand scheme of things. From roadhumps like Trains and tunnelling machines, banning EUVs and chip export to China is comparable to a broken bridge for China, it'll eventually be fixed and bypassed.
What the US is doing is tryin to delay the inevitable.
China can't block sh*t. China has lost so much face to the world that it would be embarrassing to take them seriously now
@TRUTH EXPRESS ok Hitler
People are always talking about the chip war between China and the US these days, discussing who will win and who will lose. But I don't think they even understand the definition of "lose". Let's say you go to a casino and lose money. That means you have to have money at first, and then you can lose it. But for China, it never had advanced chip manufacturing technology. How can it lose them?
Taiwan is the leader, after them Holland. America is not a leader either.
@@bernardvalcourt83 Taiwan is leading in the manufacturing know how. On this game, South Korea is number 2. Netherlands is leading in some of the production equipment, not the same game.
@@bernardvalcourt83 U$ openly said it will bomb TSMC if China take Taiwan.
Taiwanese call that company ASMC now
@@bernardvalcourt83 Wrong. America designs the chips. Holland designs and produces the machines that make the chips. TSMC buys machines from Holland and gets the designs from America and then packages them together in their chip fabs.
America is definitely a leader.
@@bernardvalcourt83 : Well, yes, at present Taiwan is leading, but that's fairly a recent phenomen; just a few years ago, most hadn't never heard of that company and their market share/revenue wasn't so great. I suspect that Taiwan won't be the title holder 5-10 years down the road.
It is “39 billion”, not “39 million” at 19:04
Glad to see America put a dent on Asian domination.
every dent makes China stronger. Remember how China was banned from space cooperation back in the 2000s?
Huawei had just launched the Mate 60 Pro, which is about the same as the iphone 14 in processing power. I bet US chips sanctions will result in faster chip advancement in China.
Micron technology was caught selling chips to China this month, it might not last as an entity. They sold those chips to Huawei, Xiaomi, ZTE, and SEC microchips.
good work
I like Chinese people, but Xi’s idea of the South China Sea and Antarctic is a little extra.
Well said, cheering the current underdog who will overcome and overtake, for better of humanity.
lolol, the CCP is better for humanity or Whinnie the poo lolol
@Watcher How can one loose when you believe in Joe Biden. Let's Re-Elect Joe for 2024 Presidency
@@bmxrider8188 I am with you, Let's Re-Elect Joe for 2024 Presidency and show them America Leadership.
@@chriswong9158 i dare you to say "I follow winnie the poo"
@@chriswong9158 If i was Chinese id only have one choice, One leader nation. lololol winnie the poo leader nation lolol
Finally, a balanced documentary on US/China relations on semiconductors
Not that balanced really but hey at least they're crying for not having the latest chips while bullying neighbors like India, Taiwan and the Philippines 😂
It is bully , when only one side(U$) can change rules , it is not a competition.
Just like your classmate use his family power to force the shop not to sell stationary to you.
@@happymelon7129 : >> when only one side(U$) can change rules
@@happymelon7129 Lol China has been stealing IPs for decades, every single industrial sector in China is basically based on IP theft or forced technology transfer, competition!!!? they have been subsidizing their industries and companies to win global market shares for 2-3 decades, competition!!? China is the enemy of the free trade, now it's just tasting a little bit of its own soup.
@@tooltalk 我想吐了，美国白人都应该去死！
F22 need to move in so close to shoot that unarmed balloon....LOL.
With danger comes opportunity.
Let’s see if China has success. Their new gaming graphic card MTT S80 with 16 GB and uses 250w has the same performance as the GT 1030 2 GB 30w from 2017 🤔
It is their first GPU card and they did it just within two year after the company was found.
It's their first and it suck because of the software and hardware issue. I give them thumb up for that. From nothing to 1030 in 2 year. What a achievement
I remember asking ASECL team to share the assembly process parameters of my product with ASE Kunshan team. They did not share this info with their chinese counterpart. In retrospect I’m glad they didn’t. Future will tell if this was the right move or not.
Remember. Anything you share with China goes to the CCP
china will be so difficult especially in year
A war with no real human deaths on either side. Sounds more like a video game.
The roots - Yellow Peril
Something in the subconscious of Western nations that they need to be aware of. Not really principal cause
白皮猪🐷
The Chinese are experts at replication they probably have the chips in bits already
Good in stealing. Hehehe
@@octoberranile2920 you mean America ?
@@UCantSeeemeee Nine Dash Line?
@@octoberranile2920 is that a Anglo saxon imaginary line?
@@UCantSeeemeee the one where China steals our resources i.e West Philippine Sea?
What was your drone doing over the Black sea.?
They are just pissed off for losing their grips on the whip handles.
Blinken looks like he’s constipated.
While it is next to impossible to predict the future, it is quite possible and relatively accurate to forecast the future outcomes based on historical events.
Based on what had happened every time a sanction or containment against China by that other superpower, China was able to work around the deliberate and illegal obstacles and came out to be the winner, every single time.
Actually, numerous times China rebounded and achieved much better and advanced results than that superpower.
So, what went wrong?
The major mistake that superpower made is that they have an oversimplified SOP to follow at times when another global player started inching up getting near to overtake. When that other global player is Japan or France or South Korea or even Russia (previously the Soviet Union), the oversimplified SOP just might work. Using sanctions, or embargo, or monetary weapons, or even military threats, it might be effective.
But when that global player happens to be China (post 2000 era), there’s absolutely no chance that superpower will be able to succeed, whether diplomatically, economically, technologically or even militarily. That outdated SOP has to be thrown out when you are facing China of the 21 century. Probably even with an out-of-the-box thinking and mentality will be quite futile. You are just out of your league when the 21st century China is in the game.
Any suggestions or solutions? Maybe sincerely embrace China and nicely request cooperation with China still have a chance.
Hence, make your own judgement and go figure.
What is the meaning of SOP?
@@hua_tetsu_cat “Standard Operating Procedure”. Or, in these cases, that western superpower uses “Stupid Operating Procedure”.
LOL thats the funniest thing I ever read simple point chinese research is a joke when it comes to high tech chips thats why they constantly try to steal tech as they cant do it themselves now the world has woken up espescially after china's WuFlu lies so yes they're in trouble
most empty and evidence-lacking pro-China babbling I have seen in a while
Thanks, I needed a good laugh for the day. Chinas pending population collapse is their biggest threat, a self inflicted wound, followed by semi conductors and oil.
So just move out from US and setup somewhere else? The newer technologies can be registered as non-US technology
the UASSA will never see any thing the Chinese in any positives... Their arrogarance will never allow that. They seems to forget that they are but 1 nation in a world of 195 . the world is not behind the UasSA. BRICS are soon going to bigger than the rich G7. You can keep it that way. China and the rest of the world will grow bigger and stronger.
As soon as Victor Gao appear I closed the video.
It all depends how you see the world is progressing, if you live in the USA and the Western nations. Then you most likely to see China will not be able to catch up with the technologies war, by not selling the latest lithograph machines or not selling the latest chips.
Now ask yourself who is dictating our life, would it be the USA or China?
The US have caused so many wars around the world, all because those nations have a different rules, different leadership ideology and that's not what the US see it as a right way of life. So what the US did, is to started a war with those nations and destroyed those governments and then installed the puppet government to run the country.
Or if not the will sanctions that particular country and even asked the Western nations to join them.
Just as the war in Afghanistan, destruction to the Afghans way of life. Now the US has left Afghanistan, the Afghans people are no better and it also falls back to the same government as before.
Now the war in Ukraine, this war is just like the US and NATO fighting against the Russian. But is only the Ukrainian citizens are suffering, as their cities are being destroyed by the Russian.
By sanctions on advance chips and lithograph machines on China, it only slow down China progress, China was able to build their own nuclear weapons and space station.
So is only a matter of time, China will catch up with the west on advance chips and lithograph machines, China will continue to progress, as their university will be able to produce more engineers 🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳
3 words that describe how I feel about China, Nine Dash Line 😹😹😹
Not really, China and Russia are like parasites, China have killed 7 million people with its lab made virus covid and have put millions of innocent people in camps and prisons because of their religion, they have commited genocid, Xi calls himself a close friend of a war criminal, the world is going to be a better place without them, and that's were it's heading now.
>> if you live in the USA and the Western nations.
keep your silly head on this, dont try to redirect to other issues. typical ching chong. when the fault is clearly you ching chong, you kept pointing your fingers on others. shame on you ccp fools. If china is indeed capable of progressing to the 4nm, your pooh xi bear and his clowns wont be in this video trying to down play the balloon incident. you ching chongs dont you see your own silliness in this? dumb. I cant believe china is where the wise Confucious came from. you idiots tarnished his name.
If you fly with the crows you get shot with the crows.
China was able to build capabilities only because the world including the US allowed it. Now it will have to try way harder, and China is facing all sorts of internal problems. From a fast ageing population to huge capital inefficiencies. On top of that is choosing to control its population more as it is afraid more than anything to lose power. This does not help in creativity, their strategy is nationalism and victimhood. How poor they are always punished by the West... . China chose Russia and wants to be more like them.
Obviously, this video was made before Huawei announced its Mate 60 Pro series of smartphones using 7nm advanced Kirin 9000S 4G chips. This changed the whole game.
it'll be much more difficult to find out vulnerabilities in chips designed by Chinese companies only
This is more balanced reporting.
Keep up the good work.
What balanced. This is literally a CCP puff piece lol. I love how they don't include that because chinese still consider itself a "Developing" country, they get priorty free shipping which give all their business unfair advantages in the global market in comparison to the west or u.s I love how they don't talk about the duel assembly line in their factories, so they can knock off foreign technology, and mass release knockoff chinese brand back into those same country through amazon and sequeeze the original local business. There is much broad strokes over very nuaniced problems of why the U.S is doing they're doing in this documentary.
What are u smoking -balanced? What program were u watching?!
It had some semblance of "balancing reporting" the first 5 mins, but then it started going down the hill. I'd much prefer to watch Chris Miller's book tour on Chip War.
100% loss, already felt by USA now and totally in the coming years.
U2,SR71 , drone flew over.
No one stopped us.
We are king of the world .
God bless America
i like how he say china rarely enter US airspace haha...
The Chinese will surely overcome the aggressive sanctions of the US. They built a freaking space station on their own when US denied access for the Chinese to ISS.😅
The Americans went to the Moon on their own more than half a century ago, and that was before Americans invented computer chips. 🤣
You think a space station is a comparable undertaking? Lol
@@howiescott5865 you realize that operation wouldn’t have been possible without “computer chips” right? Or maybe you’re just confidently ignorant…
Chinese got help from the Soviets/Russians
How do you win the race?
US: steal the other guys shoes...
Umm... what?
dude @ 35:18, you should be very happy that China is sanctioned because that will only help China, so I don’t understand why you accuse the USA, isn’t USA doing you a favor? In fact, you should send them a big thank you card, don’t you think?
Silicone for computer chips comes from electrona southern Tasmanian