Why China is losing the microchip war
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- Опубликовано: 6 фев 2023
- And why the US and China are fighting over silicon in the first place.
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In October 2022, the Biden administration placed a large-scale ban on the sale of advanced semiconductor chips to China. They also implemented a series of other rules that prevents China from making these chips on their own. These chips are used in everyday technology, like our mobile phones and computers. They’re also crucial to military and intelligence systems, which is one of the main reasons they're at the center of a feud between the United States and China.
Microchips were first invented in the US in the 1950s, after which their use rapidly expanded worldwide. Since then, the supply chain for these chips has grown and spread to include countries in Europe and Asia. And while some countries have caught up to the US's edge in making these advanced chips, China still falls far behind despite multiple attempts to gain an advantage.
Watch the latest episode of Vox Atlas to understand why China is losing a new cold war with the US over microchips.
Sources and further reading:
We found this book written by Chris Miller very helpful for understanding the history of chip development in the US and the foreign policy behind its competition and feud with China:
Chip War: The Fight for the World's Most Critical Technology
www.amazon.com/Chip-War-World...
This book gave us great context on China’s efforts to acquire foreign technology:
Chinese Industrial Espionage by Anna Puglisi
www.amazon.com/Books-Anna-B-P...
Articles like this by Chien-Huei Wu helped us learn more about how much the US replies on east asian countries for successful technology:
thediplomat.com/2022/05/east-...
Reporting by Bloomberg helped us understand major IP theft cases related to semiconductor chips:
cset.georgetown.edu/article/e...
An excellent report for more detail:
Gregory Allen, CSIS www.csis.org/analysis/choking...
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Some extra info: Zeiss, a german company that produces lenses is also the only company with the most advanced lenses which asml uses for their machines.
zeiss在二战期间是德国纳粹的得力助手
yes thats why ASML bought a big part of Zeiss
so whoever supplies the glass to ZEISS must be the most important origin story to the worlds chips.
Or the people that supply the sand to the glass company, that then sends to ZEISS.
@@brodoxl i didnt know that, thank you!
@@brodoxl as far as i know ASML owns or has a big share in most of the companies that i needs to build the machines.
I'm always surprised how relatively unknown a company like ASML is to the larger audience. It has a unique key strategic position in the world that no other company has. You don't often see that and it represents both a strength and a weakness for the free western world.
@@Croz89 ARM is not as critical, RISC V is a good alternative. There is no alternative to ASML, Nikon has given up on EUV. They are decade or more ahead of everybody else.
It's not that someone can or cannot build it, it's that no one can afford to build it. It's too expensive to build
How did china get to 7nm without ASML
It's not surprising at all. How many people know what lithography is?
"free western world"
Ironic.
Vox: China will lose the chip war
Huawei : Hold My Mate 60 Pro
lol
Yea china is totally winning they are so advanced they basically mass produced a chip technology which the world mass produced in 2016 (7 years ago) lol
Huawei still uses ARM architecture for their chips :(
Its chip uses outdated technology, but its price is no cheaper than new technology mobile phones
@@arnhut12-uy9urand he say win 😂😂😂😂
This did not age well.. Just 6 months later, Huawei is selling millions of phones with native 7nm 5G SOCs
You actually believed that Huawei could make the advanced chips independently? Well if they could really do that why are they keeping silent about the details of the chip?
@@bannie8933 Then please explain who you think did it? I'm all ears.
@@bannie8933 I think those chips are made by TSMC or Samsung or Intel, please investigate fully and sanction them :)
@@bannie8933白皮猪现在还是想不明白吧哈哈
@@niuliu6504 Now it has been confirmed that it is China's own chip.
Brilliant video. Thanks.
While it may seem like the "chip war" is between China and the US allies, it's actually pretty 2 dimensional. US allies (Japan, South Korea and Taiwan) too are competing among themselves to out-pace each other. No one wants to end up in a situation where it can be casted out easily. While TSMC (of Taiwan) is building new plants in both America and Japan, their foreign investments do not involve most advanced technology, keeping the US' incentive to defend Taiwan from China intact.
Both Japan and South Korea has announced their own set of lucrative subsidies to poach companies from each other countries. They are also worried about losing market share in China and China hampering the supply chain of raw materials if it feels cornered.
This is just the beginning.
@@ThePirateParrot Explain?
@@user-gc1hg9sp9k True but as long as the politics side of things are concerned, this video sums up things pretty well.
TSMC not building much internationally isn't about geopolitics and having a reason to defend Taiwan, it is a practical business case of having your engineers and researchers close to the manufacturing lines as there is a synergy of the various aspects of their business that having far flung branches does not grant them.
@@msytdc1577 Company's officials may know the real reason but there's anxiety among Taiwanese people for sure. Opposition has blamed the ruling party for "gifting TSMC to the US". The chairman of TSMC cleared the tension last December by telling that they're investing more in South Taiwan than what they did in the US. There can be more than one reason behind a move.
Guys, here is the Savior
YaH The Heavenly FATHER HIMSELF was Who they Crucified/Pierced for our sins and “HERE IS THE PROOF”
From the Ancient Egyptian Semitic:
"Yad He Vav He" is what Moshe (Moses) wrote, when Moses asked YaH His Name (Exodus 3)
Ancient Egyptian Semitic Direct Translation
Yad - "Behold The Hand"
He - "Behold the Breath"
Vav - "Behold The NAIL"
ASML is the most important company in the world most people have never heard of.
ASML is well known in Asia.
Well, there's Fiserv, United Health, Protor & Gamble, Merck and others.
@@MaximSupernov NMSL is also well known in Asia.
Most people in west*
Might just be the reason the biggest war of this millenia. Technology has become the power of military
Maybe Vox should make a video about Why China is losing the Space station war. or the GPS war. or the EV war. all of which is sanctioned by the US.
Hey, they can make a Video about 90 genders, China definitely falls way way behind😅
Well said @eternalobi! Space station is another good example for sure.
@@glowiedetector sarcasm.
@@thesheepthemightythecrazy 你看一下新闻就知道，目前神舟17号的航天员还在空间站上呢……中国研发GPS是不想在可能的战争时期受制于美国的GPS，这更多是军事用途，并没有输赢。至于新能源车，中国的汽车企业确实通过新能源车获取了很多中国国内的市场份额，而比亚迪的销量在前不久刚刚超过了特斯拉。感觉这个朋友的消息源确实很片面，可能这也是这个频道观众的共同点。
What you said, China has its own system.
As a person who has spent 35 years in silicon valley's chip industry, while this video has many things right it also misses many pieces of the puzzle. Labor cost is not the primary reason chip manufacturing moved offshore. A huge factor was that chip fabs are extremely expensive and capital for building them was very expensive in the USA in the 80s when this trend really ramped up. The inflation of the 70s was a mighty contributor to that. Yes, it is true that the south Korean and Taiwanese governments were very supportive of having their engineering students pursue graduate education in the USA and such students often dominated the Semiconductor section of American Graduate schools from at least the late 1970s. In my grad school 20 of 23 Research Assistants in Semiconductor physics were from either Taiwan or S. Korea. only 2 were Americans. Taiwan and S. Korea saw the strategic value while American politicians didnt distinguish between potato chips and semiconductor chips as one politico explicitly stated.
As a person who grew up in Taiwan, I can confirm that not only the country but the entire society encourages students to study EE. Ever since middle school, I have been told that EE is the king of engineering from parents, teachers, and the news. They don’t tell people to pursue their dreams like most Americans do. Instead, I was told that if I want a house, a car, and a wife, I should study EE. The successful path to take is to study EE undergrad in Taiwan, then EE grad in top US schools, and only after I’ve done that, I can have a life.
@@JoeChang1999 same in here s.korea.
@@JoeChang1999So how are you doing now? Did you finish your graduate education in US or are you a engineer in TSML? I’m just curious since I’m also a student who will study in the US and might major in Electronic Microfabrication
ঝ্যন
Every now and then Vox just makes me fall in love with this world and its geopolitics, loved it
You would love Johnny Harris as well then
@@prajwalmeshram32 Pretty sure Harris get his start as a writer / producer for Vox, too!
Pls don't call it "geopolitics", it's just international politics, geopolitics implies linkage to geography, which is just not the case.
@@oduwancheekee I think geopolitics can be applied here considering we just stared at a map for 10 minutes and Taiwan is roughly 100 miles off the coast of China.
just so manyy inaccuracies in one video. typical video essays, but it's good enough for beginners. love the graphics.
This video has aged well - we banned a country with tens of thousands of engineers from accessing reasonable priced easily accessible chips, forced them to develop their own technology and now they can do it themselves.
You say "we" as if you are from America, but you are in China 🤣
@@vipetherap2722 sure basement buddy, I’m commenting on RUclips in a country that has no access to it
@@mr.alrightty2902 You have access to RUclips, but what you don't know is that China has so much fun, all kinds of entertainments, that are not available in the US and in the rest of the world, although we upload them (videos) to RUclips, RUclips (algorithm) does not send these video to English audiences, to make sure that the US and the English world do not know the real China. If they knew their faith collapse.
How do I know this? I watched over 100 of these entertainments videos but noticed almost that the comments are in all kinds of languages but rare in English.
It kinda backfired. Forced them to give up on seeking sources abroad and gone onto a total different direction to solve the issue internally. Like they always do.
The fab has to be profitable to be worthwhile. Huawei’s chip cannot be produced at scale hence it’s not remotely close to being a sustainable path for China
This video aged badly.
Like your mom
@@danxu3064 This video aged badly.
@@danxu3064 😂😂😂 you're coping hard..
I wrote my thesis on this very topic about 1 1/2 years ago and it is always great to see this topic get brought up more and more
If you don't mind me asking, what do you think of a cold war with China? I'm reading that it's could be a good thing rather than bad, but no one seems give any details either way.
More and more HYPERSONIC Missile news update to come 👀💯
@@chadatchison145 The reason why the United States is in a cold war with China is to contain China’s development and prevent China’s GDP from surpassing that of the United States, not to defend human rights or ideology. Otherwise, there is no way to explain why the United States is still very friendly with Saudi Arabia and the US supported the Taliban organization, which later launched 911
@@demogia4996 I know, I just basically want to know the pros and cons of a cold war with China, most people talk about cold wars as ominous and frightening but it seems to me that they add stability of sorts to the political world stage, but I'm sure there's more to it than that and I'd like to know the bigger picture.
if you don't mind sharing it, would love to read it.
The production of this is fantastic and really shows the pressures that both countries face. Great job by the production team.
Bobby, I hope that one day you find what you most desire in your life. Never give up; I believe in you ❤ also can you do my laundry?
The US is setting a precedent for China and India on how to bully others when they are the largest economy in the world.
Really? Did you see the so-called exponential graph?
@@bhaskarmehra8758 you’re being knit picky
@@AllendeNL no, I don't think so. especially when they use such a graph to explain an important underpinning concept. Like at 3:23, makes no sense.
This did not age well...
How? Nobody wants to use chinese chips. Trash performance.
China has not lost the war yet .
and time is on the side of China .
As someone who works as a scientific glassblower for the semiconductor industry, it's really interesting to see the geopolitical impact of some of the components we use.
We just make the glass and send it off, without really knowing how the apparatuses are used. This is the first time I've seen one of our customers mentioned outside of work.
Do you work for Zeiss?
how have you not already heard about this, this isn't recent news
我是中国人，中国唯一的错误就是威胁到美国的地位，从苏联，日本，欧盟，中国，美国打压中国没错，世界丛林法则，任何国家站在美国的位置，不会允许有人威胁自己的地位，所以让我们拭目以待，看看中美竞争，谁是最后的胜利者，大国竞争，小国成为牺牲品，别无选择，任人摆布😂😂😂
@@user-wg9zq1ee8f So stealing proprietary technology from companies who spent years and billions is ok here? From its history, ccp has proven again that they cannot be trusted with their word or their intentions.
which customer is that?
First, am not here to defend China (If you're a hater, then move on. I am here for evident-based discussion). Second, Vox team did a great job on summarizing tech/chip war happening now between China vs US in 10 min vid.
My first critic, the title is an eye-grabber; this war is on-going and China has not lost yet. It should be better titled, 'Why China is losing the microchip war up to this point'.
Now for some details not presented in the video to add another layer to this discussion.
First point on microchip itself: while microchip indeed are essential in all modern tech, the advanced chips (10nm) and the ones that China is losing right now is the advanced chips (
China is theft of everything
1) a lot of real life counterfactuals would provide evidence that the not disciplined enough productivity slur is a racial trope and a self interested claim by a CEO. Doesn't matter, it's far from factual and clearly convenient.
2) 5-10 years in a Chinese sector known for extensive corruption and visionware is a long time and a long reality from consistent dependable quality chip production.
3) None of this mentions industrial software development skills. Which is a problem for China and subject to a whole separate ring of tech sanctions.
4) Capital is at a premium in China and all of this requires massive investment over years.
I'm sure China could overcome this, but the list of other critical challenges is a long one. The real question is how long ( for I am certain China will) when several competing calls on national priority demand time, capital and human attention?
China will be giant north korea in 10 years. We will not be able to see chinese from china anymore like in 1980s. I remember when i first saw chinese in vancouver i was shouting : mom see, chinese. Just like if we see north korean on the street today...mom look, its north korean....
Dued , you really think this account videos are meant to discuss the real issue? They want to know what they already know.Don't waste time on them.They really want to know: when and how China lose.
@@surelo9996lol 😂 Chinese population in the United States existed before the 1980s, see Chinatowns in Manhattan, Brooklyn (three), and Queens. Manhattan.
Last week, Huawei Phone with made-in-China MPU has been released, which support 5G network as well as satellite call at the same time. Let's tell whether China is losing the war after a few years from now.
Its 7nm . Apple had 3nm chips
@@Username-mn7pc the first step is always hard,but its just a beginning
😂😂😂😂😂 well this satellite call is working well hahaha
usa can not make 2nm chips itself@@Username-mn7pc
@@Username-mn7pcSo what? Do you even understand what the difference is between 7 and 4? It's just slight efficiency. 7nm is enough for anything in the world. 90% of the chip market uses 28nm+ including military. it's just phones that need smaller chips and a 14nm node that performs as a 4-5nm and the US labels as 7nm with 5G capabilities is enough to take back the stolen market share from the champion of "free market".
This was an absolute great video
Great
Grozav
Good
Great
@TIMEBUCKS™ hi
Who can imagine China makes breakthrough only 7 months after this video was released. Slap!
What breakthrough are you talking about?
@@guill90 China has 7nm chips already and they are about to ramp up production of 5nm chips in near future. So, the U.S. isn't really stopping them from getting the tech, they are actually fastening the process of new breakthroughs in Chinese chip making.
😂😂😂trur
Thanks US for sanctioning so China is developing their own. 👍 Congrats ❤️
@flyingtothemoon4271 China was already pursuing its own. SMIC already existed and was already getting subsidies.
Thanks to SMIC which produces Huawei's 7nm Kirin 9000 chip,
Now China not only doesn't need TSMC but also ASML👏
Hello the world is currently on 5nm and preparimg for 3nm (atleast how they are branded)
@Not_a_lier well china is now 3 years behind , soon they are going to catch up good luck
@@Not_a_lier nm isnt everything. Even Intel had been stuck on 10nm for ages and was competing with TSMCs 7nm. Chinas SMICs 7nm N+2 is equivalent to TSMCs 5nm. Just with a 1-2% difference. Just google it if you dont believe me.
And heres a fun fact, we are nearing the physical limitation on how small silicon chips can be made. The smallest silicon chips possible for humans to make is just under 1nm. So after a few years whats next? Many bet its on quantum computing. And Chinas already heavily invested in that technology
@@Not_a_lier Just a few months ago most people would say China could never produce their own 7nm chips
@@Not_a_lier but America is still only capable of producing 10nm chips, which heavily depends on foreign technologies like the lithography systems from ASML 🤭
Would you still say that now? Don't you feel like America has failed?
In recent news, China produces 7nm chips with a good yield, which is as good as anything made in the US. They're closing the gap...
@@IBMboy So who is the OEM of 7nm? Are you？😜
Funny to see this video after Huawei released a full in-house 7nm chip solution on the new P60 Pro. China is tightening the gap with the leaders in microchip. A 5nm chip is coming soon. Stay tuned.
Funny to see Chinese regard the trash chip as treasure. The chip is inferior to 865😂
@@snoopysnoops007I believe
@gilgamesh7197 You crying, huh?😂
Do people even make an effort to understand semiconductors?
@@gilgamesh7197 "Funny to see Chinese regard the trash chip as treasure. The chip is inferior to 865😂"
Im not sure what youre on, but the chips been benchmarked. The in-house built Kirin 9000 performed better than Snapdragons 865. And this is the next generation Kirin 9000S we are talking about
US and NATO cut weapon export to china, china developed the whole weapon sysytem by itself, EU excluded china from Galileo project and china developed its own Beidou navigation system, and now china can produce some old version of chips,
today Huawei shipped its mate 60 pro, this video hasn’t aged well
It’s a garbage, inferior to 865😅
@@gilgamesh7197气死你咯哈哈哈哈哈哈哈哈哈哈哈哈哈气死你略略略😝
@@user-pl4ke6rk6w 就这么个垃圾芯片也得吹半天，笑死了哈哈哈
Vox had said so many things in this vid, but non of them are explaining why China is losing the war.
because china isn't losing the war.... recently china banned the export of a rare earth element that is needed to produce the chips. So US has the software tech, a few European countries have the hardware tech, and Korea and Taiwan have the manufacturing tech, and china has the chip material.... so .... chips can't be produced without any of the parties mentioned above.
@@GigachadicusMaximus you are underestimate Chinese wisdom。we are all ahead the tech,but we won't prove it .we have already win the competition,for we won't need a union. only loser need ally.
@@GigachadicusMaximus we don't care if you bet money whatsoever, many "developed countries" have been eagerly expecting China to shut down for years and based on recent discoveries, those countries seem to be tearing apart from inside first. The guy above states the right point. Only losers need allies. When you can do it on your own, you don't even bother showing it off.
Because China is not losing it, and that is unspeakable.
VOX media editor, says alot, and who funded them. 😂😂😂
I'm losing the chip war too. my brother got to the Doritos before I did :(
Not the Doritos!
Felt like the time I got caught in Pearl Harbor as the Yanks zeroed in on our Calbees
Stay strong brother
Buy up the supply chain by learning how to make your chips and boom you dominate your brother now ;)
I had a similar problem back in the day. Luckily, this is an easy fix -- you just need to identify and kidnap his top scientist. A few hours with The Machine and they will tell you exactly how he gets to them first.
You will need to invest in parts for The Machine, but honestly they pay for themselves pretty quickly once you start feeding multiple scientists in at a time
Lol
As a Chinese, thanks to the U.S. embargo, we couldn't have developed microchip technology without you. thank you very much
hahaha，comeback is real. Now they tighten the restriction even more, they really go all out in helping China developing her own technology.
Yes we are grateful. Keep banning 😂
i admit we did help you. But we still have better chips maybe not for long tho.
兄弟下次用中文评论😂
哥们下次用中文更有杀伤力😂
This video is more about dressing the United States as the victim than the aggressor
Why would we want our advanced chips supplying China's military in their quest to destroy us?
@1:16 You've incorrectly marked the input/output terminals as transistors. The actual transistors are all the stuff in the middle.
Thanks.
And oh, that's funny!
inb4 some really myopic computing nerd rages about how this entire video's point is invalid because of this minor mistake.
That's not at all what the original comment said. They just added that correction to the overall content, that's all - an interesting and important correction that many would like to be aware of, including me.
One of many small editing and fact checking fails we've come to expect from vox
@@sanchari.c You seem to have missed my "inb4" ("in before"), which means I was making a joke about posting BEFORE someone does that, not that the OP was saying that.
Vox: Why China is losing the microchip war
China: Hold my beer
No, no, we'll just silently watch，From God's perspective
After the Kirin 9000S chip and another 7nm graphics chip for a bitcoin miner, this video can be deleted. China catching up, far exceeding the US 28nm redline. Chip Act = Cheap Act.
Like countless " China is going to collapse soon reports ". Did not aged well.
Vox, please do something about your audio mixing so the music bed is not obscuring the vocals. This has become a common problem with much of your content. Otherwise, I love the work you do and the information you are providing.
Very true, it's turning into a Christopher Nolan movie on a bad day!
Missing microchip 🤪
@@someone-gb2ec Missing S :)
Works for me as is.
Cant hear a thing.
平均智商100以下的族群有可能短时间领先平均智商100以上的族群,少数人可能短时间领先多数人,但是平均智商100以下的少数族群绝对不可能长时间领先平均智商100以上的多数族群
U think iq plays very important role in innovation then r wrong US invented more advance things than china
Racist
@@loremasteringwion9930
Watching this after Yellen went to China and told them about “overcapacity”!
VOX staff: 😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭
This was ageing bad before Huawei Mate P 60 pro with 7 nm chip and 5 G with satellital calls :)
Chinese are laughing on this video because they are manufacturing 5 nm chips
Great video. You managed to breakdown the complexity of this whole situation into easy to understand pieces for all.
Mind Begs the Question:
Chinese Syping,TikTok - Not Ok
Israeli Spying,Pegasus - Ok?
@@HumanBeingsRThinkingBeings US PRISM: Amateurs
Mind Begs the Question:
If TikTok caused no Genocide
If Facebook caused Religious Genocide,Civil War
Must Ban - TikTok,Facebook?
Johnny Harris's was pretty thorough, too
Jeffrey Epstein Gaming
As someone living in Taiwan, I can safely say, our chip manufacturing is one of the main reasons as to why China and US has not gone to full blown war. The stakes are just too high if we were to be destroyed in between.
More precisely, it is the reason why the U.S. is committed whole heartedly to protect TW and therefore China can’t really take over tw by force without any concerns
And it is trying to learn, (if failed), steal, (if failed), and destroy the tech
@@MadPCsuperb You're just delusional. China could dominate the low end chips and cut off its supplies to the world if necessary. This is what the West is worried now.
Are you familiar with the term scorched earth tactices (焦土政策)?
So when TSMC will be transfered to the US, there is no holding back, right?
China is now making 7nm and 5nm processors. This video aged like milk.
this video is proved wrong by China.. lol
A sound slap in your face - Huawei has released 5G mobiles with indigenous 7nm chips.
7nm lol while the rest of the world is using 3. Who's loosing again ?
@@DragonOfTheMortalKombat Hope this mere thought makes you sleep better🤣🤣🤣... but unfortunately not for long.
@@DrCK2012❤you need EUV machines to move forward sry.
@@Not_a_lier probably 1 year I think cuz them Chinese cooking something 🗿
@@Not_a_lier Ho really!? 😂 Who said EUV is a must for chips under 7nm? How come the Japanese claim they can produce 5nm chips by 2025 without EUV?
a lot of western optoelectronic companies have moved away from China after the mid 2000's because of IP infringement. Unlike complex high-density CPU's on silicon, optoelectronic tech involves a lot of III-V semiconductor epitaxy and bespoke fab processes - once those are know it's a lot easier to replicate and sell them for a significantly cheaper price.
In the UK a lot these industries were lost over the last couple decades. With regards to warfare we're constantly on the cusp of losing our steel industry. I guess paying profits to shareholders is a lot more important than state security.
Duh capitalism
Korean companies breach IP laws all the time but they receive less smacking because they are considered as allies
UK's best companies are lost to the US not China.
"State security" we can't even stop the boats.
@@GeoffreyBronsonUK with a state of the art aircraft carrier & F35's; they are no match for rubber dinges sold at decathlon.
I am watching the video on my HUAWEI 60 PRO.
China ultimately can produce their own chips. It’s a country full of talents.
Talents that lack basic creativity 😂😂😂
@@plantiron smile
@@plantiron If your IQ exceeds 120, you will understand that it is difficult for smart people to lack creativity
Well....after China Huawei released a cutting edge new phone last 2 months, i don't think they are losing.
As former Huawei designer going through the US sanctions from the beginning, with some of my design work even finally canceled due to the lack of chips,
Now I feel like: ✌
I'm watching this video on my Huawei Mate 60 Pro 🤣🤣🤣
Ya Huawei Mate 60 pro which uses 7 nm chip technology which is almost 10 years old (IBM made first 7 nm chip in 2015). Losers 😂😂😂😂😂
@@thesenate8477 are you writing this on your iphone with a 20W charger that is 100 years old xD xD
@@thesenate8477 Currently only Samsung, TSMC and SMIC could mass produce 7nm at the effective cost and high yield rate.
🤣🤣🤣👍
@@thesenate8477 source : hollywoood tells me that
this video didnt age well.. with huawei mate 60 pro china is again the number one on the market. i regret living in europe as we will soon be the third world in terms of access to the best technologies. asia is the future.
Are you sure China is losing the chip war? How about Huawei chip 9000s and 980A AI chip?
China will soon run into a major roadblock called EUV, is only a matter of time before they overcome that, but the question is how long? The longer the chip disadvantage lasts for China, the harder it is for China to dominate the AI market, which is the most demanding field for semiconductors atm. However, once China catches up, China will present full-scale competition in every aspect of the semiconductor industry and the subsequent industries. China is not winning atm as they are still behind and have many obstacles to overcome, the items you listed indeed reflect their ambition and their potential. But they are still leagues behind and have much to catch up on, so those achievements It is not a signal of triumphant but a declaration of war, announcing they are still willing to fight back.
@@glorioustrap I am telling you right here. China doesn't need EUV to run a 7nm or 5nm AI or whatever chip. Does it make sense? Right now Huawei already made 7nm chips and AI chips. Right now. Your question how long is meaningless. When you reach 1nm that's it and no more. Everyone then will start all over again with new technology. China is still leading again. Frankly, USA is unable to win the tech war with China. Really hopeless. The USA has to accept its fate.
@ql1162 No they need euv or other equivalent alternatives to go even further. Multiple exposure they r doing with duv is expensive and not efficient.
Is called multiple patterning, that's how they achieve it. To achieve what they did, they had to expose it so many times, that is both costly and difficult to achieve, not to mention the yield rate drops with each exposure, and it will be harder and harder to achieve the smaller it gets. To put it simple, doing it with DUV to achieve 5nm is no different than making a wooden carving with a dull axe, while using euv would be like using a small knife.
@@glorioustrap harder it does not mean can't make. Yes it is called multiple patterning. Their target is to break the sanction from the US in the first priority in a short time. They will make their own EUV in the mid term and the long time they are using new technologies to replace EUV. Huawei reached the first target this year by selling their smartphone mate 60 pro with the 7nm chip technology. Currently China must make sure the sanction from the US is invalid to defeat the US.
Pls tell me why china now had 7nm chip ?
The numbers in nm have become a marketing tool with less true technical bearing. Companies can call whatever they want. Huawei may turn around next starting calling their chip 1 nm.
Even the United States cannot manufacture 3nm chips, and high-end chip manufacturing can only be done in Asia. The United States is losing hundreds of billions of dollars in chip profits, wish the United States good luck
China：Learn how to be humourous via Vox🤣🤣🤣
Humorous you say? Us has already developed chips in angstroms, not even nanometer scale anymore. China is 10yrs behind.
@@RogueSkull Congrats to US😉. BTW not only chips, the age of the China president is 10 yrs behind US. And US people can enjoy developed Esptein island industry that China never had. 100yrs behind in this field. Show respect to US😉
@@qoo4121 When the Afghanistan, Vietnam and other nations that were 50 years or more behind the US in tech and industry, the Uncle Sam still could not secure a complete victory. Anyway, I completely understand the notion of the American. After all, their tech and industry have long located at the top of the world, and they are too immersed in this type of status. However, in their perspective 100 years may be long, but in our point of view, that's only a fraction of the history. In this case, if they claim that they are ahead of you for 10 years or 30 years anyway, just agree them. Do the right thing and make progress everyday is the most important. Please keep in mind my bro, each one step closer to them, their arrogance decreases one point.
US is ahead but they're not winning, china can catch up eventually and something that isn't mentioned in the video is that Moore's law is slowing down because we're reaching a limit. Semiconductors are getting close to atomic sizes and reaching a cap on how small we can make them. This is why quantum computers are being researched so much now due to how their memory capacity functions thanks to qubit superpositions allowing for more states than just 0 and 1
China is not even close to us
Can quantum computers be produced on the same scale though? Silicon chips are great not because of size of speed, but scale.
@@J_X999 It will similar to how microchips were developed first they will be extremely expensive so only governments or large entities will be able to buy it. Eventually the price will start to go down as manufacturing and design start to scale
Not to mention that china is the largest producer of Sillicon(Accounted for 80 percent of the world production), the most important raw material for building a chip
This basic Supply chain are overlook by the US politician and media
For more context, the smallest transistor ever made in a CPU is 2 nanometers wide (Made by IBM). Some atoms are as large as 0.5 nanometers wide, meaning we're quite literally running into the physical size limit of our universe.
You can ban them from advance chips but you can't stop them from development. Sooner or later they will have to develop because it's also matter survival for them as a country.
US banned China from the ISS, 10 years later…China has its own space station.
A lot of countries keep surviving w/o developing chips.
@@Rai2M did you read what asml CEO said today about baning china from so called superior tech.
and? We want them to struggle. If it would have taken them 10 years before now it would take 15-20. Time is money and gives the US
time to invest and R&D new tech to stay on top.
@@looseygoosey1349 lol let's see, you have a point but maybe China can go faster
Huawei mate 60 pro just came out 1 week ago. This video needs an update!
Huawei chip still a garbage 😂
@@gilgamesh7197no doubt, just like Japanese products back in 80s, guess wht in your daily life now, you r using their products!
现在回来看这个真的是好笑~~
This kind of videos are the reason why I subscribed to Vox. More of these please!
Could not agree more
Vox used to be the go to channel 😭😭
Vox is funded by the US government and it follows the US government views so there is an impartiality problem.
Johnny harris did the same video two weeks ago..
@@masivuye4485 Yess but now we have skilful creators from Vox independently doing video journalism like Jhonny Harris and Cleo. Jhonny's channel imo is more awesome than even Vox's.
wow Vox a great organisation with 0 credibility😂
Losing or Winning? Think twice before making any prediction content.
This video did not age well. This is what happens when people underestimate the Chinese, arrogantly thinking only the West can innovate. A year or 2 from now, this video will look even more ridiculous.
Why didn't it age well?
@@karma-kf9gy One word: Huawei.
@@karma-kf9gyChina is on 5nm track now. After this there is no significant obstacle ahead. In fact, 3nm does not excel as expected.
Huawei mate 60 5G selling, US already lose tech war
Checking in 1 year later. How did it pan out? Laughs in Chinese
OMG! I also follow your channel I came here just to see the commentaries now.
Good to see you here! =D
Huawei release mate 60 pro with 5G 7nm chip, made in China, US lose the chip war in just 3 years
not inferior to 865, still lost 😂
Aged like milk 😂
Now this clip is a joke, LOL
As a Chinese, I'm more than happy that you really think so😊
They said China is/was/has been/will be failing starting from when my father learnt reading
This video didnt age well lol.
The story of ASML and Eindhoven itself is already a really interesting one. Great video!
The United States is trying its best to suppress Huawei. Huawei mate60pro 5G mobile phone is released, and the self-developed Kirin 9000s 5G SOC is back. Let's slap those who think they can defeat Chinese semiconductors! I like to watch you guys talk freely, but none of them become reality!🤣🤣
China wants to destroy the US and you want our advanced chips to be used to strengthen the Chinese military in their quest to destroy us?
HUAWEI:Are you sure about that?
This didn't age well...
Always love the videos in this series. Excellent job again!
At only 7 moths since this video was released, huawei mate 60 pro now leads the market...
😂6500YUAN的4.999G手机，确实是“leads the market” 遥遥领先了😂，还诞生了一个meme“遥遥领先”被中国网友津津乐道着。
love to visit here again next year. maybe every year. I downond this video , for future use in my class. How's the Western media has the discrediting them self? Great historical evidence
I suggest the NYT piece "An act of war ..." by Alex Palmer
Thanks for spending the time to create and share this content awareness
😂maybe,you need to buy a latest mate 60 pro with kirin 9000s
this didn't age well.
Huawei Mate 60 destroyed this video immediately lol
Slap!Slap!😅😅😅
2023.08.29, Huawei released its new flagship smart phone, mate 60 series!
Think they miss-spelled "Wish" as "Why".
good job，guy😆 - from huawei mate 60 pro
谢谢你 忽悠局 爱你哟❤
Well, it's 10 months later! Who is losing the CHIP WARS now?
HUAWEI P60+
losing No, it just hold back China but the pressure will only push China to develop more faster, that are countless cases in the past when west sanction China in particular technology, yet them all break through.
Haha my prediction did come true
The west is incapable of learning from their past mistakes. The space station, GPS and Hsr are three examples.
Slap in the face 😂
Why China is NOT losing the microchip war?
It was easy for the US to deal with the former Soviet Union, it was just a military superpower. It's easier to deal with the Japanese, they're just an economic challenge. However, dealing with China is a bit difficult. It is a military power plus an economic challenge plus a technological rival plus a diplomatic rival.
Thing is, bullies often don’t realize that they’re bullying people…
Soviet Union was definitely a technological and diplomatic rival as well, although less so on the economic front. And I don't expect the Chinese military to reach USSR levels of threat anytime soon....they have ZERO modern combat experience
@@hamzamahmood9565 The Pentagon doesn't think so
@Antiinzō Kim Pentagon says China is the biggest threat today, yes. But it doesn't consider China to be as threatening as USSR was in the 1950s and 1960s. Those were the days where America was under constant threat of nuclear annihilation, and if we managed to overcome that, we can manage China.
@@hamzamahmood9565 You remind me of Herman Cain, who was preparing to run for US president in 2012. He said that "if he is elected president of the United States, he will definitely prevent China from obtaining nuclear weapons." An American elite knows nothing about China, let alone you. China may not have as many nuclear weapons as the United States, but it is enough to destroy the United States dozens of times.
@@hamzamahmood9565 Although the overall atmosphere of direct nuclear conflict between the US and USSR was more present. In terms of higher probability, China has definitely a higher probability of surpassing the US than USSR ever had. It has the population, economy size, military presence, diplomatic ties, everything. USSR was severely outmatched by the US in terms of economy, especially manufacturing. Even Russia today, with a population of more than 100 million, the economy is smaller than South Korea, with a population of only 55 million. However, China is literally regarded as “factory of the world”.
Amazing video, now I've got a better understanding of why the USA is so openly willing to protect Taiwan in the case if China decides to make a move.
Also, treaties.
Also, democracy vs. dictatorship.
PROTECT my a**.
You finally found out the US only has purely selfish reasons not 'freedom' whenever they threaten or wage war? Keep waking up, there is much more to see and know!
In 1955 President Eisenhower promised that we would defend Taiwan. We're in a treaty
@@JuanCasa2001 The original 1955 Sino-American Mutual Defense Treaty has already ended after the US switched official recognition to the PRC. As of now, there is no binding treaty that the US will defend Taiwan, only Joe Biden's word :D
The chip war is not in the narrow sense about security. It is about the United States maintaining its technological superiority over a rival which in turn affects its economic and military supremacy.
That's the military doctrine of America... being superior to the next two or three powers combined (regardless of whether they are friendly or belligerent).
a very fair thing to do, we need to listen to the masters
Better a democracy holding “strategic superiority” than an authoritarian meritocracy.
It may be of interest to note, Economic security falls under the national security blanket
which is security....
Just drop by to check out how accurate is this analysis. Btw, Huawei just released their Mate 60 pro.😂
This video aged well...
The Taiwan story is something people really need to pay more attention to. Learned a lot in this one.
Need to read Chip Wars
yeah in syria also
🍼🍼 mommy. i'm thirsty
Yeah, my idea as well. A pretty great reason to "protect democracy" on 1 side of the spectrum and "reunification" on the other.
@@TimeTheory2099 What you think is too simple. The reason why Mainland China needs Taiwan is not semiconductors. If China needs Taiwan because of semiconductors, then China will try her best to stop TSMC from migrating to the United States, but the reality is that China has not done so. In addition, when semiconductors were not important, China already think Taiwan is part of China, and most countries in the world recognize it. Taiwan is part of China just like California and Texas are part of the US
The last thing Chinese people lack is patience
SMIC=ASML+TSMC
现在来看还挺有趣的😂
Great video 👍
With Huawei releasing the new cell phone with top chips, it is amusing to watch this video.
Please also make videos about China losing space war, economy war, EV war, etc.
It's a 7nm chip. Compared to the 3nm apple is pumping out. China is still a backwater.
@@SG-bp4lg SMIC has pushed the DUV machines to its limit. EUV lithography machine is not built by the gods. They were designed and built by humans with Enginnering backgrounds. As long as it is not some divine power but the Engineering minds that designs and manufactures the EU machines, China will figure that out.
Some experts even say that China is pushing DUV with some modifications of its own to make 5nm Chips of it.