How the U.S. is faring against China in computer chip race
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- Опубликовано: 2 июн 2024
- The global competition to secure access to semiconductors is perhaps the most vital competition of all the battles for resources on the planet. Economic historian Chris Miller joins CBS News to discuss how lawmakers are addressing the challenge and where the U.S. stands in relation to China.
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American govt is the type of kid that will use any dirty tricks to win a race. Fair competition is only acceptable if the US is winning. 😂😂
It’s more about protecting the supply chain rather than competition. If China enter a war with Taiwan or China collapse on its own most of the world’s chip manufacturing will be gone in a second, setting the work back for decades technologically.
@@lupsastta90 BS ..... the US forces many high tech comps like ASML not to sell its equipment to China in order to stop China making its own chips ... that's got nothing to do with the US supply chain
Fair competition is only relevant in playground not geopolitics
@@lupsastta90 the supply chain is China and Taiwan. the world should protect China and Taiwan from US and NATO countries from disrupting the supply chain.
@@GirmaKassa-ip7ht if your leaders don't honour their words then there's no hope of telling their people to be honorable.
I recommend the RUclips channel "Inside China Business" -- the host makes a great point that consumers don't buy chips -- they buy phones, cars, tvs and couldn't care less about the components (e.g. due you really care that your iPhone has 3,5,or7nm chips ?). His point that China a couple of years ago was more than happy to buy American chips and then put it into Chinese consumer products; but due to the sanctions are now using Chinese chips in Chinese products (e.g. Huawei phones, Byd Autos) and selling the products at a fatter profit margin than just selling chips. This is only expected to get worse as the Chinese continue to lower the cost of the components in the supply chain (which on Huawei products is reportedly 90-95% made in the mainland.) The end result of all the protectionist government policies will be similar to Pharmaceuticals -- the US consumer will pay a lot more than the rest of the world for the same product.
bad news for the japanese, korean and taiwanese chipmakers, by going with the sanction on China, they won't have any market anymore for their chips once China becomes self-sufficient. They are probably self sufficient now in the over-7nm chips that powers aalmost all appliances, toys, electronics, etc.. At present, 7nm chips are just used in high end smart phones so the chinese have a little time to catch up when 7nm chips become generally used aside from smart phones.
Still telling the world on Free Market Enterprise?
Not a word mentioned Dutch not allow to sell Chip making machine to China
Didn't answer the question, how is the US faring against China? Or the accompaning question, how fast is China catching up? The US ban on Nvidia selling chips to China has been a huge boon to Huawei and other Chinese GPU makers. Huawei, Biren, SMIC and others are getting 10's billions in sales because they have a protected china market. Those sales supply funds for R/D that will be larger than than their US counterparts, even with the subsidies from the Chips act. China will be banning Intel/AMD cpus starting 2027. Who's going to buy all those intel chips that'll be built using intel's new fabs being built with $100B in new investment?
Remember the purpose is AI War against China, not microprocessor chip war
@@tristanx3508Who will Guarantee the chip war will not excalate to other non AI chips?
If I on China's position, I will build my own chips supply network. Not just chips, but in food, car, plane, jet engine, etc which will be a subject to new future sanctions. 😅😅😅
Why haven't they past HR 20 yet ridiculous
8.5B American taxpayers money is given away. Those rich companies have the money to invest themselves if they want to survive. Putting 8.5B to assist SSN, seniors, teachers, firefighters,…..make more sense
TRUE. While Intel also build multiple research centers in China, this time with their own money.
Better to trust Russia chips rather than Egyptian and Israel chips.
The USA shouldn't be buying Egyptian and Israel chips at all.
I wouldn't trust the Middle East chips either.
If China doesn't want USA chips that's ok.
@@Allmoney8Israeli companies own most patents of the best chips. As long as they’re an ally it works
It's disappointing that the interviewer asked about the investments in the technology (probably knowing support is bipartisan) but didn't get into legislation regarding its use (other than denying access to China).
3:22 Four countries accounted for 100 % of the advanced semiconductor market share? With Taiwan accounting for 68%, you can see why the US is willing to defend it.
Pushing China out of access to advance chips also means they care less about attacking Taiwan. Before they want access to semi production but now they got nothing to lose
U.S. Always backed Taiwan even before it made chips. The goals is to Balkanize China and allow United States to insert itself in a potential conflict to maintain hegemony
@@levelaznThe late Zbigniew Brzezinski, who was the US national security advisor,
and author of 'The Grand Chessboard" and other books said in an interview that, though the US and South Korea were allies against North Korea, it was not in the US interest to see the North and South become one nation, even if South Korea would have total control over the new Korea. The US is not in the business of making two nations become one to make the new nation stronger, even if the two
nations are allies of the US. So, the US's goal is not to make Taiwan and China one, even if every person in both China and Taiwan (including the government of both) wants them to become one nation since it would become more powerful.
According to the New York Times, the US planned to attack China in 1958 over the Taiwan crisis, which was 16 years before Taiwan began to develop chips, which started in 1974.
Not after TSMC Arizona and TSMC Japan start to full gear. TSMC Taiwan will close after that. 😅😢😂
@@mujur9101 they haven’t even broke ground in Japan and it takes 5 years minimal to get a FAB off and going
For years, China relied on buying chips from the US, using money from selling cheap goods to Americans. But now, with US politicians ban chip exports, China is rethinking its strategy. This pressure is driving China to boost its own technology. China may soon appreciate the US for catalyzing this shift, as it's prompting China to enhance its tech and upgrade production-a move it hadn't deemed necessary in its staunch belief in the "free market".
Go China
weird... the grant isnt a subsidy according to american lingo. seems like the english as spoken by the rest of the world is different to american engrish
Thank you Miller.
I’m old and I don’t know anything but yeah sure scale being profit incentive but it really being what do we think of the internet layers and East Asians being at best really really weird. And Anglo saxons kinda of a mystery to me.
This is the race to obtain the means to be the first to have the most energy efficient,faster and power chips to be able to process and handle Artificial Intelligence.
A.L. definitely plays a huge role in the Chip Wars..Mass production to not only create more Jobs but be a leading innovator in big tech.
AI led UrbanSpaces Management of Movements and Public Utility Infrastructure is the real need.
its just such a bad investment, when you have only pinches of wheelbarrows of usable materials. should just outsource you for the development, as it has been. but if the will gives to take responsibility then sure, of coarse.
ASML is getting around the sanctions by replacing US tech with Chinese ones and is planning building factories in China. On the othet hand, China started building fabs using alternative methods to make chips not using DUV/EUV, although this is in the early stages but future production looked promising. Similar tech was also patented lately by Intel and a Japanese company. TSMC is moving to Japan and no longer the US, the fabs are already completed, Japanese government reimburse TSMC 3.8 billion dollars which is about 40% of their total cost, production will begin end of this year. Japan will be the black horse in this chip war.
可是中国🇨🇳不买了
中国🇨🇳有自己的光刻机厂和芯片厂
日本🇯🇵制造的芯片卖给谁？
卖给美国🇺🇸吗 卖给印度🇮🇳？
The US has banned ASML, a Dutch company, from selling its photolithography equipment to China. The sole supplier, for the equipment to manufacture the newest high density chips. The Chips act is to compete with companies like TSMC that has a near monopoly on the production of all the AI chips. A Taiwanese company not Chinese.
Taiwan is part of China. So a Chinese company.
@@johnc1873 CCP bot detected. Taiwan is not part of China. Taiwan is a sovereign country
@@johnc1873 You do know that the US prevents TMSC , the Taiwan company, from exporting their higher density chips to China. The US does not believe that they are part of china.
and hawaii is separate country @@azetiel
很抱歉 中国🇨🇳有自己的芯片公司 和光刻机生产厂
NVIDIA is now one of the largest companies in the world, as well as Microsoft who is going to start making their own chips, and APPLE is already making their own chips. Also, Intel & Samsung are bringing high end fabs to America. USA is on the right pace to stay ahead in the tech space
He’s Hakka Chinese , and China are streets ahead in technology
@@eddylee3826 no they're not lol
in 40 years the usa will start outsourcing again
@BillyTillyo So they need to incentivize people to become engineers.
然后这么多芯片，卖给谁？
China way ahead in AI
2nm
Intel buyback coming soon :)
EU will fall behind, and want to regulate everything, while the world just ignores them LMAO
EU must do as they are told from Washington and that is of course to serve US interest not European interests.
If I'm a US voter, I'll probably rate higher the presidential candidate with an AI brain assist chip implanted.😅
When we take the microprocessor production away from Taiwan, will China still want it?
China wanted Taiwan long before Taiwan had micro chips
Baca sejarah dull
@@user-yw4rx6kb3rwhy our country China needs to sacrifice our economy for a valueless island?
Taiwan has many ports into the Pacific which China lacks, just this one reason is enough. Not to mention all those islands Japan took from Taiwan in the past twenty years, Taiwan government keeps quite about it but China will not.
@@gfan003 chine is currently building outposts on everything resembling an island in the region. We should all be concerned.
The Chips Act was so poorly designed by Democrats a year & 3 months later NO ONE had gotten ANY 💰, since then only 3 have been announced. That 💰 would have been better spent on a Liberty of Congress &/OR IRS AI Chatbot etc & reduce spending by cutting unnecessary & unknowledgeable useless high paid staff, just like the ones that wrote this Chips Act that has only been good at putting UPWARDS pressure on Inflation & Rents longer than necessary
We're already 10 years behind China on AI chips. We'll see significant changes in the world in the next decade and China is going to be beating us to the punch on every significant technology development during this time. Chinese espionage for major US University research has decreased significantly the last few years. We're not producing enough valuable information better than what they can do with AI for them to steal from us anymore. The US needs to make a major investment into technology innovation education now.
USA still far ahead of China are u blind to ChatGPT innovation and AI tech China don’t have advanced Ai companies
@@Bjonnet55 not really, I think you are confused by what ChatGPT actually is. You see AI is a principle, ChatGPT is a product using AI-LLMs, yes USA has lead in this specific aspect of AI (Bcz of large amout of open English dataset). But China has general lead in AI, for example, in weather forcast, AI based Chinese Pangu is the best in the world at weather predictions, and AI models used in Pavement and consution quality assesment China is the leader, AI based Robotics (especially in factory foor) China has the lead, and in biotech and gene synthesis, China has a lead. So yes, in LLMs and Video generation USA has the lead, but thats not the whole AI landscape.
The time has come, now Endians must learn mandarin as to become a CEO of Chinese company@@RohankrishnaB
Chinese AI and US AI systems are on different path. China commonly used AI in social media and online shopping platform, like make people look better and younger😂, try on clothes virtually before buying them online... etc.
@@Bjonnet55 Everything in China is in the service of industry and production. Including intelligent express delivery, intelligent factory, automatic bus, intelligent unmanned port and intelligent coal mine. ChatGPT and sora in the United States focus on generation, and for the Chinese, such things that can not produce production value are just toys.
The tax payer pays for the capital investments of corporations, but gets no shares in said corporations. Wft is this?
New York and California need to get rid of the artificial intelligence companies.
Fake news
What's fake about it
~ Build Back Better ~ im Riden With Biden
Stock Market hits All time High .... 3 days in a Row... and now we are going to Be making all the Chips Right here in the United States ~ Vote Blue...