Fun fact, Big A's coverage of TSMC and Nvidia was a key part of my finals exam, and thanks to him i got a 98/100 total score for the whole year. Thanks Big A.
I've worked in tsmc in Tainan and in Intel in arizona and oregon, the difference in work culture between Taiwan and the US is crazy, they work insane hours in Taiwan, 60 hour weeks every week and they spend those 60 hours doing good work, in Intel you're lucky to have an American FSE hitting like 40 hours, and half of that 40 hours on site is spent doing nothing, it would not shock me at all if tsmc in arizona is facing serious staffing issues, as far as I know they're bringing over a lot of staff from Taiwan to get the place up and running
I've also heard the opposite that the reason Intel can't attract workers it's because they don't give you any of the usual tech relaxing stuff and just expect you to work for your full-time and not sit there
Nah, that’s disinformation put out by TSMC. The real reason is they refuse to pay enough for skilled people to want to move to a podunk nothing town in the middle of the desert when they can just live somewhere nice and also make more money and also work less.
Well by US standards they're wanting people to work their full week hours but by Taiwanese standards that would still be a not very productive, not long enough work week.@@95keat
During the Presidential debate the candidates were asked the chips. My mom not know anything about it thought there was a trade war with chips. Doritos, lays and stuff. We had a great laugh about it.
Corporate espionage is so crazy to me. Samsung spied on ASML and got caught, but because Samsung is also a large partner of ASML it had almost zero adverse effects.
US restricts ASML exports because various US entities have patents on a ton of the IP for EUV. Semiconductors are globalization in physical form. There are nodes with greater centrality like Taiwan and ASML, but no one player can stand alone.
Which is kinda nice in an anti-WW3 sense. The more interdependent countries are on pivotal tech to function, the less likely they want to lose access to that tech due to war. But it also means if China gets to an “Infinity Gauntlet” point of having all the stones except 1 (TSMC) to be able to domestically create top-end chips, they won’t hesitate to seize Taiwan and tell the entire world to get fucked.
I thought that the reason ASML cant sell EUV lithography machines to china is because EUV was an inustry wide Project. USA also has invested huge amounts in it and so also has a say to whom euv gets sold to. I like the @Asianometry vids on this
It's a protected technology, when the US invests just money it's usually fine to sell to anyone but in this case they gave advanced research as well as money.
From what I've read, the main worry from the US govt was chip control for their weapons systems and the military. It's probably shifted a bit towards AI, but they cared about this well before AI was big like it is now.
Atrioc forgot to mention that the patents for the chip making machines are US owned, so that's the reasion why ASML has to follow the rules put on by the US. edit: The patents that are owned by the US are the ones related to EUV. The original research was done in the US and funded by the US government. Then ASML licensed those patents and went on to develop the machines to actually turn EUV into a feasible option for making chips.
Not true. Rather, some components in ASMLs EUV Lithography machines are produced in America (like the Cymer laser), and America has a ban on anything containing these components being sent to China.
not true, only some parts are. same as the mirrors for example, that are patented by zuse, a german company, and ASMC machines wont work without them. funnily enough these mirrors are needed to make their really good machines, so Zuse is actually owning more crucial patents for ASML machines than the US AFAIK^^
@@khmer5o3 Intel used to design AND fabricate chips. Them moving to TSMC for fabrication is a huge deal. It means intel as a fabrication company has fallen behind industry standards which puts more emphasis on TSMC/ASML as a global political key resource.
@@armo992 yes, i'm very aware. i work in the industry. Morris Chang was the founder of TSMC in 1987. One of the smartest moves, to befriend the strongest country so they are protected. They saw that Japan tried to compete in semiconductors and lost so instead, Morris came up with the idea to instead build all their FABS for the USA. This is why we "protect" Taiwan from China. Both of you just regurgitated what Atrioc said.
@@armo992 its not really falling behind industry standards, its just falling behind ASML, who are the top dogs reagarding complex IC manifacturing, so everyone with top -notch ICs just gets them from them.
I’ve been in such a thumbnail grind recently so sorry for what might be and irrelevant comment but either “WAR” has to be a different color or the color of the flags and the wires of the chips can’t be red too, nothing POPS I only clicked cause I watch Big A daily
China can only really get their hands on DUV (Deep Ultra Violet) lithography machines. While China can get ahold of DUV machines, they best they can get is with immersion DUV but that only goes down to about 40nm critical dimension. The difference of what China can and cannot get with ASML specifically is the fact that ASML is the only lithography manufacturer that has EUV (Extreme Ultra Violet) technology for their lithography machines which includes their NXE and EXE platforms. The NXE goes down to a resolution of 13nm while the EXE is aiming for 8nm. With a major component of all systems within the NXE and EXE platforms being made in ASML Wilton in the US, that's one of the major reasons why the US is able to restrict China from buying and EUV systems from ASML so they can restrict China from potentially competing with American chip makers/manufacturers.
This is way too negative about Intel IMO. Their management culture is bad, but the problems at Intel that led to them falling a few years behind TSMC were mostly technical. You have to understand that every improvement in chip fabrication comes from making one or even several $10B+ gambles. Intel, for the most part, got unlucky in the transition to EUV. You could say they made the wrong technical decisions, but I think that makes it sound way more predictable than it really is. They did make some legitimately incorrect (predictable) decisions though, like not foreseeing the importance of CoWoS or not opening up to foundry customers earlier, but they would be fine if they had gotten those things wrong but hadn't fumbled EUV. Unrelated, but I wouldn't trust newspaper articles about the semiconductor industry too heavily. I've consistently seen extremely misleading charts when it comes to Intel in particular (e.g. a chart that lists share of industry by region, split into
What atrioc said is very true… Came to Taiwan for Electrical Engineering… the salary gap is so visible and anything that's related to chips are put in a pedestal here. But most of the people I talked to are already planning to move to the US, some have already went there together with their kids, even most of my old dorm mates have already move to NYC. (Moving to the US is like an upgrade to us, and yes I was left behind 😢)
I was at university like 4 years ago and Intel, TSMC and Samsung were the big 3 foundries. Turns out that we are so close to the end of moore that two of them are already not keeping up with Moore. By the way, 3nm is not the whole transistor. it's just one specific measurement. I don't remember what exactly. 3 nm is really just a few atomic layers
dont forget about Zuse, they make the super accurate and smooth mirrors needed for the ASML machines, so its really like 2/3 companies that are the heavy weights of our new tech world, and one couldnt function without the other^^
Hey Big A, as a someone who likes to be current on all the things you like to cover, it would be awesome if you and your editors could link some of the articles you use for research so folks could do deeper dives. Just a thought! Love the channel 👍
One of china solution of asml blockade is using particle accelerator. So asml euv machine is for light source. And because china has yet to achieve technology to create these bus size machine, they chose to brute force it by using particle accelerator the size of tens of stadium. The upside of this is huge yield and very cheap product while the downside is it's upfront cost of tens even hundreds billion of dollars. The rumor is First phase will be completed by 2027.
Former engineering contractor for Intel and I know a TSMC PM that was hired from Intel to help start the TSMC fab. He has since left TSMC because he was wanting a retirement job, not something so pedal to the metal. He claimed tsmc's biggest issue is that they arent used to the immense government beaurocracy we have in the US, and that in Taiwan the govt bends over backwards to do what tsmc wants. I'm sure due to how important their company is to the island's security. That in tandem with Taiwan not wanting to lose their edge to US manufacturing are what I think are the biggest hold ups. And yes, apparently tsmc higher ups do believe the engineering talent stateside is filled with chaff (fair).
Hopefully atrioc adds a note/pinned comment but the US actually owns/patents the technology that makes these machines possible because it isn’t JUST the US strong arming asml
The most advanced chip production methods are almost all US based, we just contract our actual production for international relations and supply chain efficiency.
It was sort of brought up briefly, but about corporate espionage: Companies in China are under the control of their government. Companies in the US aren't really. So the incentive structure is the national security of one country (China) vs (relatively) free market competition (US), and in the latter it makes more sense to just innovate/throw money at problems than to try and do the very complex task of stealing trade secrets.
Moreso, who would we be spying on? We already have TSMC fabs opening in the US, we already have the patents for EUV and control who ASML sells EUV machines to. Guaranteed we would be doing corporate espionage if it were worthwhile, but we aren't playing catch-up on technology, more so infrastructure and skilled people, which we are also addressing via investment and visas. I wouldn't really call billions in subsidies even a *relatively* free market though.
@@Greenitthe yeah. although like I said, the free market part I said isn't the focus, it's that the government of one country has direct control over this while another doesn't really. the US could start controlling chips more, but it doesn't currently, and the entire incentive structure isn't set up for that. just overall different systems is what I'm getting at!
for antone who's confused what the two companies really do: ASML makes machines needed for the production of semiconductor chips, whereas TMSC buys those machines to then manufacture the chips
I heard that these chips are so insanely complicated to make that the machines practically require wizards, or very highly skilled individuals to tune and run them, and that because of that it makes it very hard to steal as you’d need to turn not just one or two but a whole team of engineers to make stealing this tech happen.
Question for Atrioc: if god forbid china does invade Taiwan in lest say the next five years before the US starts making it’s own chips, would it be likely for Taiwan (or more likely the US) to destroy all current chip manufacturers in Taiwan to prevent china from acquiring any knowledge or tech?
damn thats a good question i would imagine on the taiwanese side it depends on how patriotic the company higher-ups are, cuz if they are profit-focused then they will surely make bank under a Chinese regime as well and so wouldn't really have motivation to ruin their entire company and livelihood honestly like u said US might tho just to flip off China, and that would definitely kickstart WW3 if it hadn't started already
ASML IS important part of the chip manufacturing process yes, but Samsung and Intel all have access to the same ASML machines. There's a lot more going on in the entire chip making process that TSMC just owns in house and is the best at it.
the fact for TSMC is it MUST keep dev and best in TW or China will ride on them, basically LAST card against asking US to help agasinst invasion (if not surrender
One of the reason it's so hard to compete with TSMC is because Taiwan has tooled a large portion of their economy to funnel talent and resources into the semiconductor industry. There is a whole educational pipeline that is designed specifically to feed them, meanwhile in the US there is very little that drives employees to Intel.
I get a lot of input from national security people via podcasts and writing, and I want to push back on the idea that defending Taiwan is about chips. If you don't want China to dominate the Pacific, you can't just let Taiwan fall. The signaling to US allies in the Pacific would be disastrous. The impact on nuclear non-proliferation would be disastrous (South Korea would definitely get the bomb, Japan probably too). It would be very problematic for American influence and the rules based order, generally, if you, for years, talk about resisting unilateral Chinese aggression, and then you just let them get away with it. Afterward, every country would need to re-evalue how much 'anti-China' politics they can afford.
If Chinese and chips all got along They'd prolly lock me down by the end of the song Seem like the whole market go against me Every time I'm in the chat I hear GLIZZY GLIZZY GLIZZY GLIZZY
Atriocs chat consistently makes ironic jokes that happen to be patterning out irl by some of the greatest business people of our time. His chat has some of the brightest minds in the world
No country only buys all their machines from one company. I don't know how good the Canon machines are because nobody talks about them, but they keep making them so somebody's buying them.
I was an R&D engineer at intel back in 2020 and i got approached by TSMC in an attempt to poach me and other members of our team. It was a wild experience, but I ended up turning them down.
Fun fact, Big A's coverage of TSMC and Nvidia was a key part of my finals exam, and thanks to him i got a 98/100 total score for the whole year. Thanks Big A.
Bro what class
@@cartercummings620Atri-class
Big A+
@@cartercummings620 It's this course called ATR 10C
@@cartercummings620 IT school, the subject was Systems and Communication (I'm from Italy)
Today I learned my country, The Netherlands, has a president. Thanks Mr. Atrioc.
not a good one lmao
@@emma_tmthey dont have one
@@JaKingScomez Basically the same thing anyhow.
If the Netherlands is so important why don’t you guys have Nether portals yet
@@stevenarvizu3602 yeah how do they get to the overworld...
Atrioc talking about ASML being restricted by the US and chat saying "wait is that why they're always whispering?" Is so so funny
+2
Good joke. Holy moly.
Atriocs chat is by far the funniest on twitch.
Because of ASMR, took me awhile and made me chuckle when I finally got it 😂
Blaming all of Intel’s failings on a single woman? I expected better out of you Glizzman. Ms. Management is a wonderful lady.
Ayy that was pretty good! XD
DR Glizzman. Show some respect
@@electron6825 he’ll earn my respect when he stops this normalisation of misogyny in the workplace.
8:18
Hahahah
Shoutout to the 10:55 dude who said “PUT ME IN COACH.” I felt that fr
america may not be able to keep up... but i can.
"nah, i'd win"
Bro is HIM?
Hire this man.
Robert Chip himself???!!!???
I've worked in tsmc in Tainan and in Intel in arizona and oregon, the difference in work culture between Taiwan and the US is crazy, they work insane hours in Taiwan, 60 hour weeks every week and they spend those 60 hours doing good work, in Intel you're lucky to have an American FSE hitting like 40 hours, and half of that 40 hours on site is spent doing nothing, it would not shock me at all if tsmc in arizona is facing serious staffing issues, as far as I know they're bringing over a lot of staff from Taiwan to get the place up and running
I've also heard the opposite that the reason Intel can't attract workers it's because they don't give you any of the usual tech relaxing stuff and just expect you to work for your full-time and not sit there
Nah, that’s disinformation put out by TSMC. The real reason is they refuse to pay enough for skilled people to want to move to a podunk nothing town in the middle of the desert when they can just live somewhere nice and also make more money and also work less.
Well by US standards they're wanting people to work their full week hours but by Taiwanese standards that would still be a not very productive, not long enough work week.@@95keat
So Intel is basically the Boeing of chips 😂
Unironically held up by the American State Department 😂
Pretty much
Who do you think designed the chips for the 747 max
@@MichaelDeFalco-hl8un im all for shitting on boeing but this has nothing to do with it also the 747 max isnt a thing
Most of our big-name manufacturing companies are the Boeings of their respective fields
During the Presidential debate the candidates were asked the chips. My mom not know anything about it thought there was a trade war with chips. Doritos, lays and stuff. We had a great laugh about it.
I want waffles
unfortunately all TSMC has is wafers
Give a man a waffle and you feed him for a day, but...
🥞 🥞 🥞
Only got some goop brother take what u need
Wha
Corporate espionage is so crazy to me. Samsung spied on ASML and got caught, but because Samsung is also a large partner of ASML it had almost zero adverse effects.
It’s not as crazy as you’d think. Israel spies on the US more than any other country. It’s actually a lot easier to spy on your friends.
US restricts ASML exports because various US entities have patents on a ton of the IP for EUV. Semiconductors are globalization in physical form. There are nodes with greater centrality like Taiwan and ASML, but no one player can stand alone.
Which is kinda nice in an anti-WW3 sense. The more interdependent countries are on pivotal tech to function, the less likely they want to lose access to that tech due to war.
But it also means if China gets to an “Infinity Gauntlet” point of having all the stones except 1 (TSMC) to be able to domestically create top-end chips, they won’t hesitate to seize Taiwan and tell the entire world to get fucked.
Is that in the license agreements? Not trying to be antagonistic I'm genuinely curious.
I thought that the reason ASML cant sell EUV lithography machines to china is because EUV was an inustry wide Project. USA also has invested huge amounts in it and so also has a say to whom euv gets sold to. I like the @Asianometry vids on this
It's a protected technology, when the US invests just money it's usually fine to sell to anyone but in this case they gave advanced research as well as money.
Thanks for directing me to Asianometry! I'm preparing a presentation on semiconductors and his vids really help with the background info.
dont worry guys im on the case central Florida will become the hub of economic development worldwide
i believe you
@@Notllamalord God help us all.
That shit is flooding in 50 years, North Carolina is where it's at
From what I've read, the main worry from the US govt was chip control for their weapons systems and the military. It's probably shifted a bit towards AI, but they cared about this well before AI was big like it is now.
Ai is still powered by those chips
You don't think the Military is using AI to enhance their guidance systems and actually get their hypersonic missiles to function correctly?
Atrioc forgot to mention that the patents for the chip making machines are US owned, so that's the reasion why ASML has to follow the rules put on by the US.
edit:
The patents that are owned by the US are the ones related to EUV. The original research was done in the US and funded by the US government. Then ASML licensed those patents and went on to develop the machines to actually turn EUV into a feasible option for making chips.
Oh okay 😯
There a source to this, that I can read more about. How does the US have patent for a Netherland technology?
Not true. Rather, some components in ASMLs EUV Lithography machines are produced in America (like the Cymer laser), and America has a ban on anything containing these components being sent to China.
@@max-rm1sk its called capitalism
not true, only some parts are. same as the mirrors for example, that are patented by zuse, a german company, and ASMC machines wont work without them. funnily enough these mirrors are needed to make their really good machines, so Zuse is actually owning more crucial patents for ASML machines than the US AFAIK^^
Literally just got done watching the VOD and of course it magically appears on the clips channel
FYI, Intel is using TSMC for their next generation of processors because they can't compete with apple m1s with their in house fabs.
almost everyone is using TSMC... that was the main point of the video.
@@khmer5o3 Intel used to design AND fabricate chips. Them moving to TSMC for fabrication is a huge deal. It means intel as a fabrication company has fallen behind industry standards which puts more emphasis on TSMC/ASML as a global political key resource.
@@armo992 yes, i'm very aware. i work in the industry. Morris Chang was the founder of TSMC in 1987. One of the smartest moves, to befriend the strongest country so they are protected. They saw that Japan tried to compete in semiconductors and lost so instead, Morris came up with the idea to instead build all their FABS for the USA. This is why we "protect" Taiwan from China. Both of you just regurgitated what Atrioc said.
@@armo992 its not really falling behind industry standards, its just falling behind ASML, who are the top dogs reagarding complex IC manifacturing, so everyone with top -notch ICs just gets them from them.
@@khmer5o3lmao imagine if China decided to “protect” Key West from America
I’ve been in such a thumbnail grind recently so sorry for what might be and irrelevant comment but either “WAR” has to be a different color or the color of the flags and the wires of the chips can’t be red too, nothing POPS I only clicked cause I watch Big A daily
So i dont need to watch the 2 hour VOD after this? Pog
ASU being one of the nearby universities for TSMC Arizona is comedy 😂
China can only really get their hands on DUV (Deep Ultra Violet) lithography machines. While China can get ahold of DUV machines, they best they can get is with immersion DUV but that only goes down to about 40nm critical dimension. The difference of what China can and cannot get with ASML specifically is the fact that ASML is the only lithography manufacturer that has EUV (Extreme Ultra Violet) technology for their lithography machines which includes their NXE and EXE platforms. The NXE goes down to a resolution of 13nm while the EXE is aiming for 8nm. With a major component of all systems within the NXE and EXE platforms being made in ASML Wilton in the US, that's one of the major reasons why the US is able to restrict China from buying and EUV systems from ASML so they can restrict China from potentially competing with American chip makers/manufacturers.
Taiwan #1 🇹🇼🇹🇼🇹🇼💪💪💪
Taiwan aka eastern province of china.
@@testacalsChina aka West Taiwan
@@electron6825 Holy copium. Even taiwan says there is only one china.
@@testacalsJust take your L lil bro
@@115zombies935 What L ? what I said is literally the truth.
i wrote a letter to biden a few months ago abt this topic for history class, thanks for saving my grades 🙏
His fucking hair...
Da vinki?! ass hair
He'll be bald soon enough, go easy on him during the transition
@@drummerofawe He could also get a hair transplant.
This is a phenomenal explanation
Could have talked about Zeiss. There was space left on the paint.
read (or audible at 1.75x speed for zoomers) *Chip Wars* by chris miller
This is way too negative about Intel IMO. Their management culture is bad, but the problems at Intel that led to them falling a few years behind TSMC were mostly technical. You have to understand that every improvement in chip fabrication comes from making one or even several $10B+ gambles. Intel, for the most part, got unlucky in the transition to EUV. You could say they made the wrong technical decisions, but I think that makes it sound way more predictable than it really is.
They did make some legitimately incorrect (predictable) decisions though, like not foreseeing the importance of CoWoS or not opening up to foundry customers earlier, but they would be fine if they had gotten those things wrong but hadn't fumbled EUV.
Unrelated, but I wouldn't trust newspaper articles about the semiconductor industry too heavily. I've consistently seen extremely misleading charts when it comes to Intel in particular (e.g. a chart that lists share of industry by region, split into
Specifically for this topic, where do you look for articles on this topic?
Right on time, thanks editor!
The TSM comeback is something else. Daquan is lit in the microchip community!
yummy sun chips i like harvest cheddar
this is the slide the prof sends u when u miss the lecture bro what the fuck
What atrioc said is very true… Came to Taiwan for Electrical Engineering… the salary gap is so visible and anything that's related to chips are put in a pedestal here. But most of the people I talked to are already planning to move to the US, some have already went there together with their kids, even most of my old dorm mates have already move to NYC. (Moving to the US is like an upgrade to us, and yes I was left behind 😢)
I was at university like 4 years ago and Intel, TSMC and Samsung were the big 3 foundries. Turns out that we are so close to the end of moore that two of them are already not keeping up with Moore. By the way, 3nm is not the whole transistor. it's just one specific measurement. I don't remember what exactly. 3 nm is really just a few atomic layers
8:00 so like apple.
Damm I am studying semiconductor had my first class yesterday 😂 didn't know that shit was this important
I'm only talking that class for extra credit & add on my resume
dont forget about Zuse, they make the super accurate and smooth mirrors needed for the ASML machines, so its really like 2/3 companies that are the heavy weights of our new tech world, and one couldnt function without the other^^
Outrageous thumbnail 😂
Hey Big A, as a someone who likes to be current on all the things you like to cover, it would be awesome if you and your editors could link some of the articles you use for research so folks could do deeper dives.
Just a thought!
Love the channel 👍
What is that crawl angle on Shiek?? That's not practical AT ALL.
glizzlord strikes again
not even just appel or nvidea, but the chips for precise rockets and military shi
3:31 Erm actually Gina Raimondo is the Secretary of Commerce which is not apart of the State Department 🤓☝
I wonder if smallant is here yet lol
One of china solution of asml blockade is using particle accelerator. So asml euv machine is for light source. And because china has yet to achieve technology to create these bus size machine, they chose to brute force it by using particle accelerator the size of tens of stadium. The upside of this is huge yield and very cheap product while the downside is it's upfront cost of tens even hundreds billion of dollars. The rumor is First phase will be completed by 2027.
Hey dog you know we read from left to right? Right homie.
Former engineering contractor for Intel and I know a TSMC PM that was hired from Intel to help start the TSMC fab. He has since left TSMC because he was wanting a retirement job, not something so pedal to the metal.
He claimed tsmc's biggest issue is that they arent used to the immense government beaurocracy we have in the US, and that in Taiwan the govt bends over backwards to do what tsmc wants. I'm sure due to how important their company is to the island's security. That in tandem with Taiwan not wanting to lose their edge to US manufacturing are what I think are the biggest hold ups. And yes, apparently tsmc higher ups do believe the engineering talent stateside is filled with chaff (fair).
I was kinda worried until Aedish said he'd figure it out
No hat?!?
i cant take seriously a man with a cyberpunk 2077 haircut and a tiger sweat shirt
Sonic Unleashed OST. Hell yeah
Hopefully atrioc adds a note/pinned comment but the US actually owns/patents the technology that makes these machines possible because it isn’t JUST the US strong arming asml
The most advanced chip production methods are almost all US based, we just contract our actual production for international relations and supply chain efficiency.
I work in Semiconductors, STMicroelectronics (French/Italian company)
ASML machines are out of reach for most companies 100 millions per unit!
It was sort of brought up briefly, but about corporate espionage: Companies in China are under the control of their government. Companies in the US aren't really. So the incentive structure is the national security of one country (China) vs (relatively) free market competition (US), and in the latter it makes more sense to just innovate/throw money at problems than to try and do the very complex task of stealing trade secrets.
Moreso, who would we be spying on? We already have TSMC fabs opening in the US, we already have the patents for EUV and control who ASML sells EUV machines to. Guaranteed we would be doing corporate espionage if it were worthwhile, but we aren't playing catch-up on technology, more so infrastructure and skilled people, which we are also addressing via investment and visas. I wouldn't really call billions in subsidies even a *relatively* free market though.
@@Greenitthe yeah. although like I said, the free market part I said isn't the focus, it's that the government of one country has direct control over this while another doesn't really. the US could start controlling chips more, but it doesn't currently, and the entire incentive structure isn't set up for that. just overall different systems is what I'm getting at!
I saw 7 ads on this video
Unc thinks he's PirateSoftware w/ the paint diagram smh
I thought that the thumbnail was the Not Like Us album cover for a second.
Intel was joint fab leader until about 2017. Tsmc's dominance is a relatively recent development.
for antone who's confused what the two companies really do: ASML makes machines needed for the production of semiconductor chips, whereas TMSC buys those machines to then manufacture the chips
I heard that these chips are so insanely complicated to make that the machines practically require wizards, or very highly skilled individuals to tune and run them, and that because of that it makes it very hard to steal as you’d need to turn not just one or two but a whole team of engineers to make stealing this tech happen.
i believe in you Aedish
Hey, that's my country! Go Netherlands
Why doesn't the US buy from ASML themselves? Like yeah, Intel, but if Intel is such a lame horse why not literally anyone else?
Question for Atrioc: if god forbid china does invade Taiwan in lest say the next five years before the US starts making it’s own chips, would it be likely for Taiwan (or more likely the US) to destroy all current chip manufacturers in Taiwan to prevent china from acquiring any knowledge or tech?
damn thats a good question
i would imagine on the taiwanese side it depends on how patriotic the company higher-ups are, cuz if they are profit-focused then they will surely make bank under a Chinese regime as well and so wouldn't really have motivation to ruin their entire company and livelihood
honestly like u said US might tho just to flip off China, and that would definitely kickstart WW3 if it hadn't started already
Lowkey clicked.on this video thinking it was about like Lays flavours or something
but isnt tsmc trying to open a factory in usa?
Why not just pay $1B to win?
we have asianometry at home!
asianometry at home: big a clips
Crazy that my brother just got hired to be an engineer on making these microchips in Phoenix
ASML IS important part of the chip manufacturing process yes, but Samsung and Intel all have access to the same ASML machines. There's a lot more going on in the entire chip making process that TSMC just owns in house and is the best at it.
the fact for TSMC is it MUST keep dev and best in TW or China will ride on them, basically LAST card against asking US to help agasinst invasion (if not surrender
I think i could probably do it
I'm genuinely just curious how old are all of you guys I'm 19 and I feel like I'm not exactly the target demographic but who knows 😂
But I love atriocs videos I've probably seen everyone uploaded this year on both channels
I am the same age as well
i dont know anything about tmsc or asmr, all I know is AMERICA 🏈
Man, when am I gonna be able to eat this chip? It's been heating up for a real good time now.
Thumbnail right to left. I see what you did here
Here before Smallant
Cool to see big A bringing small creators like pirate software onto his streams. Very cool.
I believe in you ædish
The us chip should have been on the left saying "Stop" then china chip on right saying "no" would've read better cause like book tbh honestly
One of the reason it's so hard to compete with TSMC is because Taiwan has tooled a large portion of their economy to funnel talent and resources into the semiconductor industry. There is a whole educational pipeline that is designed specifically to feed them, meanwhile in the US there is very little that drives employees to Intel.
I get a lot of input from national security people via podcasts and writing, and I want to push back on the idea that defending Taiwan is about chips. If you don't want China to dominate the Pacific, you can't just let Taiwan fall. The signaling to US allies in the Pacific would be disastrous. The impact on nuclear non-proliferation would be disastrous (South Korea would definitely get the bomb, Japan probably too). It would be very problematic for American influence and the rules based order, generally, if you, for years, talk about resisting unilateral Chinese aggression, and then you just let them get away with it. Afterward, every country would need to re-evalue how much 'anti-China' politics they can afford.
If Chinese and chips all got along
They'd prolly lock me down by the end of the song
Seem like the whole market go against me
Every time I'm in the chat I hear GLIZZY GLIZZY GLIZZY GLIZZY
One fun fact is that TSMC is really designed to be a core part of Taiwan's self-defense and military deterrent strategy.
Who let his barber do that
My dad could probably figure this out. STMicroelectronics asked him to work for them 😂😂
Hey big A big fan love ya cheers brother
I’ve been buying tsm since it was 45$ just based on the fact that tsm is the only one that can make the small chips and the rest aren’t even close lol
Atriocs chat consistently makes ironic jokes that happen to be patterning out irl by some of the greatest business people of our time. His chat has some of the brightest minds in the world
Cold War but instead of making better weapons, they make better chips.
11:14 if it worked for Don Jr then it can work for Aedish
Shit I just gradurdated with an engineering degree, throw me on the team
I thought the title was an intel chip joke.
Who does China buy their lithography machines from? Canon?
I'm not joking about that, Canon makes similar machines to ASML but nobody cares lol.
they buy their machines from asml anyway, but only the lower end ones, no company in the world can make the high end machines that asml makes
No country only buys all their machines from one company. I don't know how good the Canon machines are because nobody talks about them, but they keep making them so somebody's buying them.
I would love to hear how AMD fits into this
I was an R&D engineer at intel back in 2020 and i got approached by TSMC in an attempt to poach me and other members of our team. It was a wild experience, but I ended up turning them down.
Man everything is heating up, getting kinda hot in here.
If the chip was it's heating up they should use more coolant gel