Why the U.S. and China are So Interested in Taiwan
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- Опубліковано 28 тра 2024
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Articles referenced:
5:20 TechInsights report www.techinsights.com/blog/dis...
5:49 Nikkei Asia report asia.nikkei.com/Business/Tech... - Наука та технологія
Important Note: TSMC has factories in China and the U.S. However, its most advanced factories are in Taiwan, for security reasons.
*Check out our latest video on the U.S. vs China tech cold war here: **ua-cam.com/video/06Rrq51b1H0/v-deo.html*
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these kinds of video usually portray china as the big bad evil empire, but you managed to remain fairly unbiased, love it
Yes, but how does he plan to help out though? What's his goal? To promote financial incentives for company startups to begin to manufacture chips to eat away at the nigh-monopoly Taiwan has on the rest of the world? Sure, I would be happy if financial incentives work, which I'm 90% sure they will (and to add on, we just got about 528,000 new jobs added in the last few weeks by domestic corporate employers), but still: How could you possibly 'persuade' tech companies to manufacture semiconductor chips when most big tech companies have ultimate power over domestic law & government via financial campaign funds?
@AntiangelRaphael prob won't happen soon. china has been trying to do it for 10 years now and they aren't even close.
Over saying.
@@superpowerdragon Yes! COMMUNIST CHINA IS THE BIG BAD EVIL EMPIRE for SURE!!!
Most Taiwanese people are Hard working , friendly and humble
umm most Chinese are.
@@nsebast？？？？？
Correct：most Chinese are hard-working，friendly and humble
@@user-bf6mp6yv7ithey're the same country with two different governments, just go looking their maps, people republic of China and republic of China, always the same China,so what's the problem calling Chinese. Che testa di cazzo sei tu😂
indeed, they are more civilized and educated than Chinese
SMIC is still years away from TSMC. Being able to make 7nm chips and mass producing them is two completely different challenges.
It's hard as US has cut ASMR to supply any Chinese company. That will make or break SMIC...
mass producing it is simple to crack if we are talking about "China" .
it would be hard but it is not as hard as compare to U.S who's manufacturing industry experience is nearly nothing.
TSMC is building their chip fabricator in nevada.
once it is finished and is confident that it will run smoothly, U.S doesn't need taiwan any longer. it can become the next ukraineXrusia.
Especially at the profitable scale.
Still years away, yes. But 2 years ago they were decades away. The gap is closing, and it is closing fast. Once the US and China are able to produce them domestically, Taiwan has no strategic momentum anymore
@@nothing9220 iam sure china can eventually,they landed tover on mars
I’ve worked in Taiwan for 7 years, my company is located near in TSMC factory bldg, during my break time, I walked around in the vicinity of that area (Tainan Science Park)
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This is why here in Taiwan, TSMC is often nicknamed "National protection mountain" (護國神山) because it gives Taiwan enormous value on global economy so other countries are inclined to preserve our independence.
Taiwan has no "independence" (that guarantee "peace") that is why TSMC could be founded, developed and survive until today. Otherwise, no chance for TSMC at the beginning as early as 1970s.
its the same reason America allows foreign companies to open up shop here to protect their investments and ourselves at the same time. Taiwan learned something about u.s. economic stability good for them.
@@leqiaop1840 Very wrong understanding, go read wikipedia about the history of TSMC and Taiwan before you comment.
台湾人始终活在自我的世界里
@@dumplings4616 obviously you have read short-cutted version of TSMC history. It was originally from a state owned project since 1970s.
I support Taiwan's TSMC because Taiwan is a normal, friendly, trustworthy country.
Its not. Country
@@actionlongjam Whatever you say lmao
@@actionlongjam They literally have every characteristics a country have.
It doesn't mean they are not recognized by many, doesn't mean they aren't.
For example, during colonial era, there is a term called "Outlaw" which defines him as not a Human and all laws of humanity are not applicable, but that doesn't mean that person is not a Human just because many people decided to.
The same as to Taiwan, they have everything a nation is.
If you think they aren't, then Afghanistan isn't a country because their government isn't recognized by the many. They decided it is their nation, and whether we recognize it or not, it is their country.
@@actionlongjam Greeting Wumao hope you receive your 50 cents
So, after Japan and the Netherlands took away the Taiwanese colony that belonged to China, this history is not important to you Western
Taiwan plays a very low key in the world. After it is found that 90% of advanced chips are from Taiwan, Taiwan is put under the spotlight. Taiwan is a technology island. Taiwanese have the same working style as Japanese. Both of countries are strongly tied.
it surely plays low key thats why Taiwan has pretty rundown urban infrastructure.
The US has been interested in Taiwan since WW2. It was referred to as “an unsinkable aircraft carrier” and its strategic importance is why the US told Japan they had to give up control of Taiwan when they surrendered at the end of the war. This is of course an insane oversimplification and only references one aspect. The point I am making, though, is that the US interest in Taiwan is not new and it’s not because of TSMC (even if TSMC has added to the reasoning in recent years).
People seem to forget the strategic importance that Taiwan provides to the US, along with the defense alliance the US provides to Taiwan.
@@BigHeadAvenger people forget the importance of Russia supplying Cuba with nuclear missiles. The sovereignty and national security of Cuba is important to all Latin America. Russia should also supply nuclear missiles to Mexico Venezuela, and Honduras.
@@elrojo4379 I found the communist. You want nukes with a guy who will shoot people in the streets who protesting because they are starving? You want nukes controlled by cartels? You know what is also important to Latin America? Not living under a despotic tyrannical authoritarian regime.
Totally agree!
@@AgnotologyTV ohh I must be arguing with an American. I don't blame you , your just like your government. You believe that your cause if just and you believe that all must live by your beliefs and standards. Guess what? The USA is not an angel sent by God to do the creators bidding. Who assigned the USA and the west as world police?
Most importantly, TSMC is honest, loyal, reasonable, and helpful, not evil. That kind of company benefits all industry.
and US took advantage to it, just to clean the mess for outsourcing everything to other coutnires
BS! All corporations are looking for profit only. Everything else is secondary. Granted some are better than others. A good example is the BIG THREE auto companies in the US.
Too many companies and people holding onto wealth that can be used in a more productive and forwarding way
@@kkyykao189 I guess you don't need chips now. Gl using any technology.
@@danielchou5895 And you think chips matter more than national unity?
Tiwain should be the first globally protected country. Protected by all countries.
yet 99% of the countries do not recognize it.
@@user-ks3vs9cm6y 99% ?
@@nisstw mostly. Only ten or so officially recognises Taiwan. Sad truth.
And yet, you can‘t even spell “Taiwan” right.....
@@nisstw taiwan is a chinese name but that doesnt mean that chinese people was the first people to live in taiwan so i still support taiwan independence even tho im on russia side
Highly enlightening. Thanks for sharing.
半導體很難在美國製造 唯一問題是台積電的工時很長 而且有些部門是三班制 電話隨叫隨到的 這在亞洲只要付錢就可以解決 但美國有工會 所以企業無法複製亞洲工廠
是事實，但是有很多其他的因素，例如: 1. 台積電有的工程師是世界最頂尖的，擁有完整的物理、化學等能力可以完整且獨立trouble shooting，很多時候比機器供應商還要了解狀況..... 而且每個頂尖工程師非常了解晶片製成。 在美國，這種專業人才不但貴，而且不太夠，需要一些時間養成這方面的人才 2. 台灣產業鍊完整。在蓋工廠時，需要許多非常專業的供應商來整合，來自日本、德國、法國等，而這些供應商已經在台灣有完整的服務及資源可以提供。
Thanks for this incredible information. It made my day by having this knowledge about semiconductor and tsmc.
Taiwanese🇹🇼 people are amazing I've met few saw few concerts and they're one of the best!
@Martin yes its true but he is right as well some of them arent a pure taiwanese some of them are half chinese some are pure chinese some are pure taiwanese
@Martin to be fair i support taiwanese people independece but taiwan was a name made by china thats why there is a conflict about china saying that taiwan belongs to china for me it doesnt
@Martin so calm the fuck down dude didnt say taiwan is not an independent country
@Martin bro you didnt know some countries already stole other countries and colonized them
@Martin from my understanding with all of this war if usa makes a military base on taiwan its a threat for china thats why china is trying to build a base on solomon island but not sure if it happened
Fascinating knowledge previously unknown. (Thank you for this report!)
nice thanks for the info i had no idea
Great vdo Cindy. Pls continue making such short, beautiful and informative vdos. 😎😎👌👌👌
Before 2004, the United States led the world in semiconductor technology, and foundries had to pay IBM's technology license fees. But in 2004, TSMC took the lead in developing 0.13-micron copper process technology ahead of IBM, ushering in the era of Taiwan's semiconductor technology leading the world. In 2014, IBM withdrew from the foundry business, and TSMC considered buying IBM's fab in New York State. However, even though IBM's technology has lagged Taiwan by a decade, the US Department of Defense and IBM, still worried about the influx of already lagging American technology into Taiwan, rejected the deal. High-tech semiconductor technology is the result of Taiwan's efforts to develop, and now the United States claims to "bring back" semiconductor production to the United States.
Not gonna happen , even if usa gives subsidies on microchip production and manufacturing, it will not make any difference . Congress passed a 50 billion bill regarding setting up a semiconductor industry. But one small yet critical component is missing “ high skilled labor “ . More than 69% graduates who graduates in stem degrees in usa are foreign nationals particular from Asia . Mostly go for American universities to get experience and use that experience to get high payin job in Asia . Most of them don’t wanna stay over ther because of difficulties in getting green card which is required to get a job in usa . Most of them love Asia and their countries and don’t wanna leave their parents. Even if they stay in usa they only do for money not for any love for west . Sorry to say but the days of west supremacy are over because majority of west population are busy fighting for they/them pronouns and don’t even purse higher education after high school. Any country if it wants to make an impact on global scal has to produce high skilled labor especially in engineering and physics sector where in west majority of the local white population isn’t even interested in engineering which requires skills to understand. Asia is only reclaiming what is there which is dominate the planet using technology as Asia was the most powerful continent for past 2000 years . I may sound rude but your time is up from now on you will under Asian supremacy.
你台湾人现在才明白美国人的想法？ 美国人只在乎自己的利益，台湾只有回归祖国才能有发展
More chip manufacturers building factory in US, its coming back
@@rickykhehra7299 you speak for communist China? Can’t representative for Taiwan at all. Taiwan regards other countries, including western ones as friends, however communist Chinese see western regimes as enemies even use their educational resources. Thoughts and perspectives of Taiwanese people are enormously different from communist Chinese. Like different world. Tsmc always Taiwan’s companies, countless engineers, over 40 thousands of IP here in Taiwan. Every year increase 20% amounts of IPs still and get registered in US also.
Don’t speak like tsmc is related to communist Chinese, pretend to speak for other Asian people who studied abroad and being rude to against westerners. I don’t agree with you.
@@rickykhehra7299 Wow. Heil Ricky!
I checked the Chinese news and pointed out that those 7nm are from older chips that TSMC no longer uses.
Chinese news? Lmfao it’s propaganda.
Great video! Thanks!
In the 1980s, the dispute between the United States and Japan was about memory semiconductors, not logic semiconductors produced by TSMC. Memory semiconductors are mass-produced semiconductors with relatively simple technology. Logic semiconductors are custom-made semiconductors commissioned by professional factories according to customer designs and are much more challenging to manufacture than memory semiconductors. As a result, American companies designate TSMC for production not because they're cheap but because TSMC's semiconductors aren't inexpensive and tend to be the most expensive. In addition, U.S. companies entrust TSMC because the U.S. cannot manufacture advanced semiconductors.
Thnx bro. I LOVE CHINA
@@tsm4201979 matching TSMC monopoly will be crazily difficult.
That's why Pelosi was down there trying to buy shares through her son (in law?)
@@J_a_s_o_n TSMC has had a lot of US Control since it was founded.
Actually they're building a facility to manufacture here in America as fast as possible.
@@mbr8167 I have also have read that and it appears true. Also INTEL is also building its new foundries, they too now have the technology to develop the latest nm chips once the foundries are in place. intel'S stock price is at a ridiculous low (now a very good bargain considering its future).
Wow inspiring!
Thank you for your research! 🤗❤️
Great insight into the problem 👍🏼
hi from Mexico! Thank you very much for this! Excellent topic and rundown on the global semiconductor industry, and the geopolitics behind it! 🙂
The truth about taiwan ua-cam.com/video/aFkOgAhOoiU/v-deo.html
Absolutely amazing video! Super informative, thank you Cindy!
The truth about taiwan ua-cam.com/video/aFkOgAhOoiU/v-deo.html
Very informative 👏👏
Good piece👍🏽
great vid', great naration, great sound, so easy listening for a high tech subject. Really appreciate for making this vid.educating people for a complex matter
Great videos, I love watching your content, two thumbs up!!👍👍
That's the entire reason Nancy P went there, to check on her stock interests!
bruh
She did cause a problem for the U.S. by her action.
@@wenslo8514 spot the wumao.
Or at very least; her boozer of a husband's stocks.
🤣
Proud to be Taiwanese.
me, too
-10000 social credits 🤣🤣🤣 (im not a Chinese robot)
@@tys1646 😁😁😁
@@changjungchia5650 what
Great job 👏🏾 Excelente video
I believe China doesn’t have the capability of making 7nm chips in a commercial run, not even close to it.
I mean if the usa can't, then chine def can't 😂
一个亚洲面孔而且极有可能是华裔说这种话，我可以理解是为了什么。😏
they are good at copying the tech of others, they rise from being copycats, not bad for them actually
your video is short yet pack with so many information and informative news. Easy to digest yet I can feel the deep in your research, thank you for your video :)
you are so beautiful 🙂
Wow, what a beautiful smile on your beautiful face 😊how are you doing today?
Very good reporting. The mainstream media tells us about some of these events, but not the WHY. You explained the WHY. Subscribed.
Tech and resources are nice and all.. But don't underestimate the importance of international security. Learnt from WW2 it's far more important to help countries / territories that want to be democratic against a autocratic government
Don’t be mislead by the title. American investment led to the Taiwanese chip production. Not the other way around.
Nice video Cindy
Taiwan has culture, democracy and a lucrative economy
It only started being a democracy in 1996 after decades of oppressive dictatorship.
what culture
@@pleasedontbanmyyt9411 Chinese culture
a lucrative economy rely on the trade with China
@@baiyu8646 Taiwanese. Taiwan was never part of China. It is a free strong democracy country.
It is critical that we build and maintain the ability to produce innovative semiconductors of all types. We are certainly capable of doing this. It is only a matter of doing the work.
Semiconductor fabs are financed when a new process is developed because this is when the chips can be sold at high price. A year after, the price has dropped but the fab has made profit and can continue to operate and sell chips at low cost. After that window has passed, it is not possible to build a new fab and finance it. Some processors for embedded market are sold for less than a dollar today. How is it possible? The only explanation is : because the fab is old. You simple cannot build a new old fab. This is why there is shortage of IC.
MALAYSIA - A lot off Msia people has experienced working with semiconductor companies but it's is difficult industry & big capital to dominant. Congratulations TSMC from Malaysia 🇲🇾
Absolutely brilliant and ingenious of them.
What's also almost as important is that Dutch company that makes the machines that TSMC uses to make the chips. Pretty sure they are the only company in the world that can manufacture the machines needed to make the chips that small.
Correct and that company is ASML
Everything is dependent on everything when you get down to it. But it's all going to fail in a few decades. We are already experiencing the effects of the "chip shortage" which is more of an economic and environmental crisis, and that's only going to get worse.
Just released a video about ASML ua-cam.com/video/Shuv9-MJBEU/v-deo.html
Pssst don’t tell…
🇹🇼🇹🇼🇹🇼🙏🤍😇 Welcome to travel to Taiwan❤ Here you can appreciate Mandarin civilization, beautiful and majestic mountains and seas, as well as delicious Taiwan style snacks, omakase,fine dining, and traditional Taiwanese food,especially sea food😊
Great video! Thx!
wow great content !! TY
Indeed, TSMC is the most important company in the world. And a good reason for why China can never invade Taiwan. Fear is growing in the West, but not in the East. It will never happen.
ASML: Hold my silicon
Days just goes on here in Taiwan.
TSMC are in no danger of being shut down. The Chinese have just demonstrated their ability to rapidly eradicate the very expensive military installations flogged to them by the USA with as little effect as possible on the civilian population which they don't regard as the enemy and have no desire to harm.
You and others may not have noticed it but you can bet your boots the Taiwanese people did.
TSMC is more engaged with China than you think, the quartz sand essential for silicon production is sourced from there. It's not in anybody's interest to shut it down, particularly the rest of the world.
The USA uses sanctions around the world to enforce obedience, often with amusingly boomerang results. Guess what China can do simply by banning the export of sand to Taiwan?
Have you ever heard of Sun Tzu?
Taiwan is one of the territory of China, China has the right to protect his territory,China will not invade his own territory
Never is a bit short sighted. When China und us eventually caught up, Taiwan has no protection anymore and won't be interesting enough to protect
Its cool to see TSMC on this show :) Taiwan No.1
Wow. Learn something new every day.
Great explanation
It's pretty rude to reduce Taiwan to just a semiconductor factory.
Taiwan isn't an important country because of semiconductors.
Taiwan has a world class semiconductor industry because it is Taiwan.
Both can be true.
To be honest if there's no TSMC, China would just fuvcking raid Taiwan without even thinking
And yes I'm Taiwanese
Taiwan Is american base from the 1949(civil chinese war... Chiang kai shek... kuomintang and American weapons with Dollars) Formosa belongs to china..no more Bloody Dollars in the world.
I'm confused
Not china?
Truly amazing watching dedicated TSMC PhD engineers working non-stop for 10-12 hours without breaks or using rest rooms in the Clean Rooms as those particle-free rooms is so difficult to maintain to achieve 3 nano which is nearly reaching the bundary of physics.
I often wondered, if US engineers and staffs were capable to handle such demanding environment with the Union regulations and interference.
haha, PHD engineers working for a private company are union workers? You know US very good ya? It is amazing what Taiwan has done, but you don't need to hate suck your own wang over it.
TSMC FAKE Ph.D. engineers ain't no human.
That man doesn't fart at all..
they easily could. Everything just costs more in the USA. Especially talented labor.
I have not heard of engineers in the US having unions, can you give us an example of one?
Great video.
Good job💯
This was a well made video and I also liked the focus on the chip bill because I actually was unaware that that provision was in that bill. Nowadays, with how long each bill is, it's easy to miss details.
when a bill is longer it becomes a William...sry just funnin.
@@sarasarah1810 Lololol thanks for the laugh!
@@tevinvezina1766 good medicine laughter, i make sure it is a part of my everyday. be well and safe Tevin many blessings for you and yours.
@@sarasarah1810 My grandma used to say it was the _best_ medicine :) Thanks for the reminder! Many blessings to you as well Sara (same name as my sister)! Take care
@@tevinvezina1766 yw, and ty.
This is the only channel i have ever subscribed
It's the best👌👌
:) good job Cindy Pom!
TSMC's bugout location is in the middle of the Sonoran Desert in Arizona. A city of cranes is building TSMC's new fab and associated power plant. It's amazing to witness it rising out of the horizon while driving on I-17.
That’s cool
I imagine China will invade Taiwan before that's operational. Any idea when it's supposed to be ready?
TSMC better get on the move before it’s too late . China is hell bent on taking Taiwan . I’d get everything on a nuclear submarine and zig zag to a safe haven now. Better bring the employees as well, first class on a jet fighter.
I always knew there was something behind the aggression against Tawain, but couldnt tell what it was..great video
We all appreciate and proud of TSMC makes the efforts for the world！
Until we are not able to get new things🤣
Cool info
Wow what a video!
Wow !!!!! Unbelievable!!!! And why is this company not well known same as Apple, Samsung, Tesla, etc... why the company has been kept secret as many people don't know this company, never heard of it !!! Why ?! The company deserves a Nobel price.
It is popular for us tech lovin' people, also we asians knows about it always
because their customers are giant companies rather than individual I guess
@@imdark4975, but it should be a brand as it is one of the most important companies in a world
What are you talking about? This company is world known and everybody somewhat interested in this topic knows it. Nobel price for what? They didn't come up with it, they're just the best doing it
Becuz we are just normal
Never thought I’d find a video about semiconductors so interesting
In other words US companies exported the difficult, expensive part of their job to a place where labour was both cheaper and more effective IN ORDER TO MINIMISE SHORT TERM COSTS AND MAXIMISE SHORT TERM PROFITS.
Now the US Government has realised that it was a strategic error. In reality the whole exercise of exporting US jobs and know-how to the East has undermined the security of the USA and frozen the incomes of the middle class effectively at 1980s levels. No wonder so many of them are angry, but their anger is aimed at the current Administration instead of Corporate America who made those decisions over the last four decades.
Exactly!
Honesty the labor market is not that much cheaper for these positions in Taiwan. the cost savings come from not having to operate your own fab. The machines that TSCM uses are made from ASML. These machines can cost 30 million to purchase and new processes are coming out every few years. What needs to happen is we need to have the US government invest in fab production in the states. its not the fault of intel or amd to make chips over seas.
@@cvsmith122 I'm sure you'd like to believe all that Captain and the situation as you describe it is true in the mid-21st century.
When the US first began to export jobs abroad, the Far East (and Mexico) were far far cheaper than they are now. IBM were building room-size computers and when certain companies started looking at miniaturised computers for use in the home the then CEO announced that ''There will never be a market for home computers'' and IBM would stick with main frames and office equipment!!!
In the late 1940s an American engineer (whose name I forget) went to his bosses at General Motors with ideas based on scientific work management and constant gradual improvements. At that time almost 100% of cars in America were made in America and the BOSSES weren't interested.
The engineer took his ideas to Japan... Mitsubishi and others took his ideas and ran with them and by the end of the century half the cars in America were Japanese marques along with half the electronic household goods.
When American chip-makers took their know-how and manufacturing to the Far East the BOSSES (as usual) had no idea where the technology would go over the next decades. The only thing they knew was the Far East could make them cheaper and faster (per unit manufacture that is, not necessarily computing speed) and the bottom-line, along with their basic salaries and bonuses went exponential while workers' wages barely kept pace with inflation as jobs disappeared.
Now, all of a sudden (well actually over the last ten years or so) Taiwan know-how and investment has left the US struggling to obtain chips, the world is short of the bog-standard chips that run cars, washing machines, etc and it looks as if at any time the 80% of the smallest, fastest chips ''Made in Taiwan'' could either become the property of Communist China or be destroyed in the process. Add to that the continuing disruption due to pandemic and HERE WE ARE!
The UK has followed the same path. No US TV programme or movie is complete without a Range Rover or a Mini Cooper. These used to be Made in Britain by a British company, the marques now owned by BMW who bought them for a dollar when the mis-managed British Leyland Motor Corporation went bust... twice!
Every decision that has been made that has resulted in lost jobs and exported technology was made by Boards of Directors intent on padding their own pay packets; the US Government, bought and paid for by those same large Corporations allowed it to happen because CAPITALISM means ''hands-off'' by government.
Capitalism is GREAT if the people making the decisions know what they are doing and where the technology is going. It is even better if the investment decisions are made by the techies who understand the science and can foresee the trends as the current largest corporations and richest men in America clearly show... you know their names!
Communist China is evil, but not so evil when Wall Street can make billions on the back of the communist Chinese work force. (rich) America(ns) first indeed. The same as James Dyson, promote Brexit and move Manufactering and head offices to the far East to generate maximum profit and to evade the British TAX man. Hypocrites, is that the right name?
It's funny to hear someone mention labor costs in a capital-intensive industry. Before 2004, the United States led the world in semiconductor technology, and foundries had to pay IBM's technology license fees. But in 2004, TSMC took the lead in developing 0.13-micron copper process technology ahead of IBM, ushering in the era of Taiwan's semiconductor technology leading the world. In 2014, IBM withdrew from the foundry business, and TSMC considered buying IBM's fab in New York State. However, even though IBM's technology has lagged behind Taiwan by a decade, the US Department of Defense and IBM, still worried about the already fading American technology influx into Taiwan, rejected the deal. High-tech semiconductor technology is the result of Taiwan's efforts to develop, and now the United States claims to "bring back" semiconductor production to the United States.
Quality content❤️
There is one company more important: ASML. They supply TSMC (and competitors like Samsung) with the equipment (wafer steppers) they need to make the chips. Without ASML TSMC is not ahead of the game anymore.
Yes, The CIA was involved. After Huawei CFO was arrested in Canada, a couple of hours later, a talented Chinese American, Standford physics professor, died of depression in San Francisco. A couple of days later, an ASML factory was burned down in the Netherlands. That factory was in the process of making wafter steppers for Huawei. Here was the deal. The professor was one of the few people in the world who knew which factory was. Nobody was injured in the fire. No cause of the fire was ever released. The Netherlands is not a third-world country. ASML should have had a high safety standard.
well. not that it matters as if ASML gonna ever stop supplying to TSMC, unless ASML is the only supplier capable to provide for TSMC, there will be plenty enough suppliers cutthroating each other to be suppliers to TSMC
@@jasonlucas2328 Great reply! ASML is a Dutch company, I am Dutch and the fire (in a German plant) was all over then news. Since nobody was hurt the media attention quickly faded.
It was not mentioned though that this plant was going to produce for Huawei and as far as things are public knowledge this plant produced parts for all ASML products to be later assembled in ASML's prime factory in Veldhoven, Netherlands. It may have been a warning to the company though because they have gone quiet about selling the highest grade Wafer Steppers to China.
@@utubecomtw13 AMSL ís the only one at the highest level. Lower grade can be procured from multiple sources like Nikon, Infineon, Canon, but at the highest level ASML is the only one.
@@jasonlucas2328 Nice try, but you need to try harder)))
Good information about semi conductors Taiwan TSMC💐
There you have it.
TSMC’s chips quality are the best！
Hello 👋 how are you doing today?
Because of this shortage of chips, some companies are actively producing more plants to never be put in this position again. Intel is working on creating multiple plants, as well as Apple. Im sure others will jump in down the road as well. It will take the burden off of tsmc and create a better marketplace for competition
@@rockinyourworld8413 but they are closing the gap. And that is better for everyone. Intel isnt the only one doing this. Apple is jumping in as well. Their chips are amazing.
I like how the Dutch are going "What about us?" LOL
太誇張的說法！
Technological innovation existing in taiwan
It's worth mentioning that they also monopolised the industry before it was considered illegal and looked down upon
This is a free market. People always have a choice. Samsung? I don't know what u mean? How about google? Is there doing the same thing as what u say?
Thank you for an Excellent presentation.
Bless you.
From Pakistan 🇵🇰
Very good....
This is the most important video ever made. Thanks Cindy! 💯
I wouldn't say the most important, but it's quite insightful indeed
I'd say ASML is more important than TSMC. Without ASML, no chip manufacturer could make these high end chips.
ASMR is even more important still.
Just released a video about ASML ua-cam.com/video/Shuv9-MJBEU/v-deo.html
Great News.
Fantastic
Thanks for reports the truth to whole world.
From a Taiwanese who is under the threat of China everyday.
China doesnt want the taiwanese people China only wants the terriroty as that has mroe worth
放心吧，美国佬绝对会保护台湾至最后一滴血
You forgot about apples OP arm processors. Made in Usa and incredibly capable. Im sure they get alot of tech from TSMC tho
Is it a Trillion dollar Industry or Market size ? Great video thanks
Great voice.
Mark Liu even said that TSMC's chip fabs would be rendered "not operable" in the event of a Chinese invasion. This is apparently because the fabs depend on a "real-time connection with the outside world," not because of any scorched earth policy involving the physical destruction of TSMC facilities in response to an invasion. The latter definitely seems to be an option for Taiwan to deter an invasion, but it would obviously come at a huge cost to the global semiconductor industry (although that's the point of using this as a deterrent).
Chip making is only a process, the equipment and programs to make them are all licensed by the US therefore in time of invasion they will stop the updates and kill the machines.
This is the main reason why china cannot improve on chip making because they are not allowed to get hold of those machines and licenses. They are like postpaid phone which can't easily change carriers.
TSMC also has facilities in the US, and has under construction a facility in Arizona that is big enough to rival the main site in Taiwan. It is clear where all this is going. Even if China invades before that facility is ready, the US military stationed in Taiwan will airlift the key personnel (or maybe even all of them) to Arizona to restart. A factory with no-on left who knows how to run it might as well be bombed out, even if it isn't.
@@eventhisidistaken Airlift...lol
Wow, what a beautiful smile on your beautiful face 😊how are you doing today?
Getting a thumbs up a very damn interesting video. Man does that mean if silicon valley would of kept their head sharp they would be a dominating economy. I just don't see why ultra rich companies like for example apple heavily invest in chips you can't lose here at all since chips are in all time demand. I get it would cost tons of money, but its something that should be heavily looked into plus they got the money.
That's scary.
The thing is not just TSMC. Tbh for now normal level of chips have over 50% make from Taiwan, and if talk about high level chips, then over 80-90% make from Taiwan. That’s also a reason. Even second large semi company in Taiwan -UMC, is third large semi company in the world. Only behind TSMC and Samsung
I am Korean, and most of us have a good feeling towards Taiwan
But Taiwan sees us as competitors or enemies, especially older people. Lots of Korean people have doubts about visiting Taiwan because of that.
Tsmc and Samsung can play their games. Let's not ruin our relationships because of them
as a young taiwanese person, lets be friends and not enemies! we are not defined by our companies!
The younger generation of Taiwanese absolutely adore and love Korea though.
I am Taiwanese, we adores Korea culture and its delicious food.
Its a beautiful country with its history...
most of Taiwanese love Korea,and think Korea is a amazing country
Many companies have realised it's danger of depending too much on TSMC now.. Korea Samsung, USA and even China are realizing that, I believe in 10 years time .. someone else . will catch up and overtake ..
Yeah?try it.
No way would that happen in ten years. It takes close to 10 years to even get a chip factory up and running, let alone the capital needed and the R&D you'd have to do.
@@homiefizzle5260 I will check back in 10 years .. I am sure the world will be surprised..
A few years ago, there was a super-rich semiconductor company in China, Unisplendour, which also went to Haikou to buy TSMC to develop semiconductors. Now it is bankrupt and its chairman has been jailed.
不可能的，現在台灣和日本進行合作，更加不可能超越了😊。
I am fairly certain that the actual architecture of these are not as small as labeled. The number of nanometers is used as a marketing gimmick. It's more that they are able to cram in more transistors in the same space due to 3D lithography techniques.
How often do the various machines required to manufacturer these chips themselves need upgrading/replacing? Is the chip scale dependent on infrastructural innovations? How small a chip can current machines/etching tech theoretically produce?
Check out ASML videos, they’ll answer most of these questions. And look into ‘Moore’s Law’
No mention of ASML?
Just released a video about ASML ua-cam.com/video/Shuv9-MJBEU/v-deo.html
Intel now produces chip Fabs lesser than 10nm to some degree. What we need to do is have TSMC outsource some of its Fabs to Europe and the U.S. Also, I think Nvidia uses Samsung;s 8NM as their FAB but i think they are using TSMCs 7NM for the newer refreshed 30 Series so the TI series i guess.
TSMC is making a large new fab in Arizona. The whole semi industry in the USA is going bananas gearing up to support it.
The truth about taiwan ua-cam.com/video/aFkOgAhOoiU/v-deo.html
@@aluisious Yeah, I thought I heard that. I just didn’t want to write something I wasn’t a 100% aware of. Awesome, that should not only help with silicon shortage but also aid in defense and security have another Fab and not just Intel domestically.
"To be an enemy of America can be dangerous, but to be a friend is fatal" Henry Kissinger
Isn't it bad that now, they can't keep up with demand, that kinda challenges the market share
Most of the 52B will go to Intel, which is a waste of money. Intel is like GM and IBM, lives on government's subsidies.
A person misinformed as you are,, should never open their mouths or type a word. IBM makes most of its money from patents. They have more patents then ANY other company in the world. Go look it up. It seems you really, really need to learn.
Waiting 35 years to corner the market. That’s playing the Long Game!
Perseverance
Truth!
Its not a monopoly, semiconductors are really hard and difficult to make and produce they´ve been doing it for long time so they´ve developed this technology, there are a few countries that are able to produce this kind of tech..