Important Note: TSMC has factories in China and the U.S. However, its most advanced factories are in Taiwan, for security reasons. *Check out our latest video on the U.S. vs China tech cold war here: **ruclips.net/video/06Rrq51b1H0/видео.html* The first 1,000 people to use the link will get a 1 month free trial of Skillshare: skl.sh/newsthink08221
Yes, but how does he plan to help out though? What's his goal? To promote financial incentives for company startups to begin to manufacture chips to eat away at the nigh-monopoly Taiwan has on the rest of the world? Sure, I would be happy if financial incentives work, which I'm 90% sure they will (and to add on, we just got about 528,000 new jobs added in the last few weeks by domestic corporate employers), but still: How could you possibly 'persuade' tech companies to manufacture semiconductor chips when most big tech companies have ultimate power over domestic law & government via financial campaign funds?
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@@kake-n8rthey're the same country with two different governments, just go looking their maps, people republic of China and republic of China, always the same China,so what's the problem calling Chinese. Che testa di cazzo sei tu😂
mass producing it is simple to crack if we are talking about "China" . it would be hard but it is not as hard as compare to U.S who's manufacturing industry experience is nearly nothing. TSMC is building their chip fabricator in nevada. once it is finished and is confident that it will run smoothly, U.S doesn't need taiwan any longer. it can become the next ukraineXrusia.
Still years away, yes. But 2 years ago they were decades away. The gap is closing, and it is closing fast. Once the US and China are able to produce them domestically, Taiwan has no strategic momentum anymore
The US has been interested in Taiwan since WW2. It was referred to as “an unsinkable aircraft carrier” and its strategic importance is why the US told Japan they had to give up control of Taiwan when they surrendered at the end of the war. This is of course an insane oversimplification and only references one aspect. The point I am making, though, is that the US interest in Taiwan is not new and it’s not because of TSMC (even if TSMC has added to the reasoning in recent years).
@@BigHeadAvenger people forget the importance of Russia supplying Cuba with nuclear missiles. The sovereignty and national security of Cuba is important to all Latin America. Russia should also supply nuclear missiles to Mexico Venezuela, and Honduras.
@@elrojo4379 I found the communist. You want nukes with a guy who will shoot people in the streets who protesting because they are starving? You want nukes controlled by cartels? You know what is also important to Latin America? Not living under a despotic tyrannical authoritarian regime.
@@AgnotologyTV ohh I must be arguing with an American. I don't blame you , your just like your government. You believe that your cause if just and you believe that all must live by your beliefs and standards. Guess what? The USA is not an angel sent by God to do the creators bidding. Who assigned the USA and the west as world police?
Taiwan plays a very low key in the world. After it is found that 90% of advanced chips are from Taiwan, Taiwan is put under the spotlight. Taiwan is a technology island. Taiwanese have the same working style as Japanese. Both of countries are strongly tied.
This is why here in Taiwan, TSMC is often nicknamed "National protection mountain" (護國神山) because it gives Taiwan enormous value on global economy so other countries are inclined to preserve our independence.
Taiwan has no "independence" (that guarantee "peace") that is why TSMC could be founded, developed and survive until today. Otherwise, no chance for TSMC at the beginning as early as 1970s.
its the same reason America allows foreign companies to open up shop here to protect their investments and ourselves at the same time. Taiwan learned something about u.s. economic stability good for them.
@@actionlongjam They literally have every characteristics a country have. It doesn't mean they are not recognized by many, doesn't mean they aren't. For example, during colonial era, there is a term called "Outlaw" which defines him as not a Human and all laws of humanity are not applicable, but that doesn't mean that person is not a Human just because many people decided to. The same as to Taiwan, they have everything a nation is. If you think they aren't, then Afghanistan isn't a country because their government isn't recognized by the many. They decided it is their nation, and whether we recognize it or not, it is their country.
BS! All corporations are looking for profit only. Everything else is secondary. Granted some are better than others. A good example is the BIG THREE auto companies in the US.
I’ve worked in Taiwan for 7 years, my company is located near in TSMC factory bldg, during my break time, I walked around in the vicinity of that area (Tainan Science Park)
1:33 Chinese Government: "How should we punish Taiwan for such infraction" Bureaucrats: "We Stop importing Semiconductor chips from them" Chinese Government: "Hell No" Bureaucrats: "We stop importing Citrus Fruits and Fish from them" Chinese Government: "Perfect" 😅😂😂😂😂
In the 1980s, the dispute between the United States and Japan was about memory semiconductors, not logic semiconductors produced by TSMC. Memory semiconductors are mass-produced semiconductors with relatively simple technology. Logic semiconductors are custom-made semiconductors commissioned by professional factories according to customer designs and are much more challenging to manufacture than memory semiconductors. As a result, American companies designate TSMC for production not because they're cheap but because TSMC's semiconductors aren't inexpensive and tend to be the most expensive. In addition, U.S. companies entrust TSMC because the U.S. cannot manufacture advanced semiconductors.
@@mbr8167 I have also have read that and it appears true. Also INTEL is also building its new foundries, they too now have the technology to develop the latest nm chips once the foundries are in place. intel'S stock price is at a ridiculous low (now a very good bargain considering its future).
Before 2004, the United States led the world in semiconductor technology, and foundries had to pay IBM's technology license fees. But in 2004, TSMC took the lead in developing 0.13-micron copper process technology ahead of IBM, ushering in the era of Taiwan's semiconductor technology leading the world. In 2014, IBM withdrew from the foundry business, and TSMC considered buying IBM's fab in New York State. However, even though IBM's technology has lagged Taiwan by a decade, the US Department of Defense and IBM, still worried about the influx of already lagging American technology into Taiwan, rejected the deal. High-tech semiconductor technology is the result of Taiwan's efforts to develop, and now the United States claims to "bring back" semiconductor production to the United States.
Not gonna happen , even if usa gives subsidies on microchip production and manufacturing, it will not make any difference . Congress passed a 50 billion bill regarding setting up a semiconductor industry. But one small yet critical component is missing “ high skilled labor “ . More than 69% graduates who graduates in stem degrees in usa are foreign nationals particular from Asia . Mostly go for American universities to get experience and use that experience to get high payin job in Asia . Most of them don’t wanna stay over ther because of difficulties in getting green card which is required to get a job in usa . Most of them love Asia and their countries and don’t wanna leave their parents. Even if they stay in usa they only do for money not for any love for west . Sorry to say but the days of west supremacy are over because majority of west population are busy fighting for they/them pronouns and don’t even purse higher education after high school. Any country if it wants to make an impact on global scal has to produce high skilled labor especially in engineering and physics sector where in west majority of the local white population isn’t even interested in engineering which requires skills to understand. Asia is only reclaiming what is there which is dominate the planet using technology as Asia was the most powerful continent for past 2000 years . I may sound rude but your time is up from now on you will under Asian supremacy.
@Chang JungChia but I observe the same, if not more fierce, hostility from the west toward China. In the same fashion, China is depicted as an enemy and threat to their (the west, esp. the US) hegemony. The overwhelming MSM's biased reporting is fueling such hostility around the globe and people are being led by the nose. So what China's political system is different from the west? Middle eastern countries' regimes are also very different from the rest and see how many of them are being brutally screwed in the name of whatever justifications the hegemony defines for themselves. Just because China doesn't fit in so let's gang up and call out their "audacity" to retaliate back? Seriously, I see no one getting out of the deep swamp state we're already in and it's the ordinary citizens like us around the world to bear the brunt of the consequences. Let's not be the puppet of the elite and politicians, who only have self-serving agenda at heart. We have way more important battles to combat with (environmental issues, global warming crisis, destitution, refugee crisis...etc.
@Martin yes its true but he is right as well some of them arent a pure taiwanese some of them are half chinese some are pure chinese some are pure taiwanese
@Martin to be fair i support taiwanese people independece but taiwan was a name made by china thats why there is a conflict about china saying that taiwan belongs to china for me it doesnt
@Martin from my understanding with all of this war if usa makes a military base on taiwan its a threat for china thats why china is trying to build a base on solomon island but not sure if it happened
Tech and resources are nice and all.. But don't underestimate the importance of international security. Learnt from WW2 it's far more important to help countries / territories that want to be democratic against a autocratic government
What's also almost as important is that Dutch company that makes the machines that TSMC uses to make the chips. Pretty sure they are the only company in the world that can manufacture the machines needed to make the chips that small.
Everything is dependent on everything when you get down to it. But it's all going to fail in a few decades. We are already experiencing the effects of the "chip shortage" which is more of an economic and environmental crisis, and that's only going to get worse.
Indeed, TSMC is the most important company in the world. And a good reason for why China can never invade Taiwan. Fear is growing in the West, but not in the East. It will never happen.
TSMC are in no danger of being shut down. The Chinese have just demonstrated their ability to rapidly eradicate the very expensive military installations flogged to them by the USA with as little effect as possible on the civilian population which they don't regard as the enemy and have no desire to harm. You and others may not have noticed it but you can bet your boots the Taiwanese people did. TSMC is more engaged with China than you think, the quartz sand essential for silicon production is sourced from there. It's not in anybody's interest to shut it down, particularly the rest of the world. The USA uses sanctions around the world to enforce obedience, often with amusingly boomerang results. Guess what China can do simply by banning the export of sand to Taiwan? Have you ever heard of Sun Tzu?
@@charmjasmiwho do you want think you are? In the past,France used to be copycat,German used to be copycats,us used to to be copycat, so was Japan and Korea 。will you simpleton deny this truth?
MALAYSIA - A lot off Msia people has experienced working with semiconductor companies but it's is difficult industry & big capital to dominant. Congratulations TSMC from Malaysia 🇲🇾
Truly amazing watching dedicated TSMC PhD engineers working non-stop for 10-12 hours without breaks or using rest rooms in the Clean Rooms as those particle-free rooms is so difficult to maintain to achieve 3 nano which is nearly reaching the bundary of physics. I often wondered, if US engineers and staffs were capable to handle such demanding environment with the Union regulations and interference.
haha, PHD engineers working for a private company are union workers? You know US very good ya? It is amazing what Taiwan has done, but you don't need to hate suck your own wang over it.
TSMC's bugout location is in the middle of the Sonoran Desert in Arizona. A city of cranes is building TSMC's new fab and associated power plant. It's amazing to witness it rising out of the horizon while driving on I-17.
TSMC better get on the move before it’s too late . China is hell bent on taking Taiwan . I’d get everything on a nuclear submarine and zig zag to a safe haven now. Better bring the employees as well, first class on a jet fighter.
It's impossible for China to ever catch up with Taiwan's TSMC. Semiconductor is NOT one industry but an ECO-SYSTEM of an enormous number of different disciplines! No countries, not the U.S., Japan, Germany, the Netherlands, or Taiwan can be #1 in all of these industries. For TSMC to be #1 in the world, it HEAVILY depends on the best suppliers from all of these countries. For example, the best manufacturing equipment is from the U.S. and the Netherlands, and Japan provides the best chemicals. Germany provides the best mirrors to ASML, which then builds the best photolithography machine for TSMC. China simply doesn't have the same access to these suppliers, ALL under the American umbrella, as long as the U.S. is determined to keep China down. Huawei's 7nm chip is manufactured by ASML machines already sold to China before the American sanction started. Now, ASML is prohibited from selling more advanced equipment to China. A quick glimpse of the daunting challenges facing China shows TSMC has 100s of suppliers with ASML being one of them. Now, ASML has 5000 suppliers! Even if we argue not every supplier has 5000 sub-suppliers like ASML, a fraction of 5000 is still an enormous number if one is shooting to be the #1 in each field! By the way, if the best manufacturing equipment is from the West, what does TSMC bring to the table? The easiest way to explain is by an analogy. I can buy the same oven used by a world-famous chef, but I can't bake award-winning cookies. Why not? That chef has his own SECRET RECIPIES but I follow a standard cookbook. Said differently, NO semiconductor manufacturing company follows the standard recipes. Can Samsung or Intel develop better recipes than TSMC? Not any time soon because each recipe costs BILLIONS of US dollars to develop! TSMC first became the world's BIGGEST chip manufacturing house, which brought in more profit than anyone else. With this outsized war chest, it can then devote more R&D dollars than any of its competition to become the best. It's a POSITIVE FEEDBACK LOOP! On a different subject, TSMC has been a world leader in chip-making only in the past 20 years, but the U.S. has been defending Taiwan since 1949! Taiwan is in a lynchpin position of the First Island Chain, ie. Japan, S. Korea, Taiwan, the Philippines, and Indonesia, to contain China. If the Chinese military can't break out of this barrier in times of war, it simply cannot become a superpower. The U.S. of course will do everything in its power to defend this chain. Thus, defending Taiwan is not even about democracy, though politicians like to pretend it is (heck, Taiwan wasn't a democracy until the 90s. Why did the U.S. defend it prior to that?), but to safeguard the American hegemony! Any thesis that America won't risk its own troops to defend Taiwan is as foolish as stating the U.S. is willing to cede its leadership to China without a fight!
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In other words US companies exported the difficult, expensive part of their job to a place where labour was both cheaper and more effective IN ORDER TO MINIMISE SHORT TERM COSTS AND MAXIMISE SHORT TERM PROFITS. Now the US Government has realised that it was a strategic error. In reality the whole exercise of exporting US jobs and know-how to the East has undermined the security of the USA and frozen the incomes of the middle class effectively at 1980s levels. No wonder so many of them are angry, but their anger is aimed at the current Administration instead of Corporate America who made those decisions over the last four decades.
Honesty the labor market is not that much cheaper for these positions in Taiwan. the cost savings come from not having to operate your own fab. The machines that TSCM uses are made from ASML. These machines can cost 30 million to purchase and new processes are coming out every few years. What needs to happen is we need to have the US government invest in fab production in the states. its not the fault of intel or amd to make chips over seas.
@@korb3n_Dallas_plays I'm sure you'd like to believe all that Captain and the situation as you describe it is true in the mid-21st century. When the US first began to export jobs abroad, the Far East (and Mexico) were far far cheaper than they are now. IBM were building room-size computers and when certain companies started looking at miniaturised computers for use in the home the then CEO announced that ''There will never be a market for home computers'' and IBM would stick with main frames and office equipment!!! In the late 1940s an American engineer (whose name I forget) went to his bosses at General Motors with ideas based on scientific work management and constant gradual improvements. At that time almost 100% of cars in America were made in America and the BOSSES weren't interested. The engineer took his ideas to Japan... Mitsubishi and others took his ideas and ran with them and by the end of the century half the cars in America were Japanese marques along with half the electronic household goods. When American chip-makers took their know-how and manufacturing to the Far East the BOSSES (as usual) had no idea where the technology would go over the next decades. The only thing they knew was the Far East could make them cheaper and faster (per unit manufacture that is, not necessarily computing speed) and the bottom-line, along with their basic salaries and bonuses went exponential while workers' wages barely kept pace with inflation as jobs disappeared. Now, all of a sudden (well actually over the last ten years or so) Taiwan know-how and investment has left the US struggling to obtain chips, the world is short of the bog-standard chips that run cars, washing machines, etc and it looks as if at any time the 80% of the smallest, fastest chips ''Made in Taiwan'' could either become the property of Communist China or be destroyed in the process. Add to that the continuing disruption due to pandemic and HERE WE ARE! The UK has followed the same path. No US TV programme or movie is complete without a Range Rover or a Mini Cooper. These used to be Made in Britain by a British company, the marques now owned by BMW who bought them for a dollar when the mis-managed British Leyland Motor Corporation went bust... twice! Every decision that has been made that has resulted in lost jobs and exported technology was made by Boards of Directors intent on padding their own pay packets; the US Government, bought and paid for by those same large Corporations allowed it to happen because CAPITALISM means ''hands-off'' by government. Capitalism is GREAT if the people making the decisions know what they are doing and where the technology is going. It is even better if the investment decisions are made by the techies who understand the science and can foresee the trends as the current largest corporations and richest men in America clearly show... you know their names!
Communist China is evil, but not so evil when Wall Street can make billions on the back of the communist Chinese work force. (rich) America(ns) first indeed. The same as James Dyson, promote Brexit and move Manufactering and head offices to the far East to generate maximum profit and to evade the British TAX man. Hypocrites, is that the right name?
It's funny to hear someone mention labor costs in a capital-intensive industry. Before 2004, the United States led the world in semiconductor technology, and foundries had to pay IBM's technology license fees. But in 2004, TSMC took the lead in developing 0.13-micron copper process technology ahead of IBM, ushering in the era of Taiwan's semiconductor technology leading the world. In 2014, IBM withdrew from the foundry business, and TSMC considered buying IBM's fab in New York State. However, even though IBM's technology has lagged behind Taiwan by a decade, the US Department of Defense and IBM, still worried about the already fading American technology influx into Taiwan, rejected the deal. High-tech semiconductor technology is the result of Taiwan's efforts to develop, and now the United States claims to "bring back" semiconductor production to the United States.
What they are not telling you is that the US has granted These Taiwan companies amnesty here on US soil TSMC is the leader of 3 of these seperate companies who will relocate to USA...The Taiwan vs China War will be basically a rescue mission for US forces. The Company's Equipment, Staff will be relocated here. So when China grabs the land the company's will be gone..Arizona, Texas and Washington state are the sites to house the relocation.
There is one company more important: ASML. They supply TSMC (and competitors like Samsung) with the equipment (wafer steppers) they need to make the chips. Without ASML TSMC is not ahead of the game anymore.
Yes, The CIA was involved. After Huawei CFO was arrested in Canada, a couple of hours later, a talented Chinese American, Standford physics professor, died of depression in San Francisco. A couple of days later, an ASML factory was burned down in the Netherlands. That factory was in the process of making wafter steppers for Huawei. Here was the deal. The professor was one of the few people in the world who knew which factory was. Nobody was injured in the fire. No cause of the fire was ever released. The Netherlands is not a third-world country. ASML should have had a high safety standard.
well. not that it matters as if ASML gonna ever stop supplying to TSMC, unless ASML is the only supplier capable to provide for TSMC, there will be plenty enough suppliers cutthroating each other to be suppliers to TSMC
@@jasonlucas2328 Great reply! ASML is a Dutch company, I am Dutch and the fire (in a German plant) was all over then news. Since nobody was hurt the media attention quickly faded. It was not mentioned though that this plant was going to produce for Huawei and as far as things are public knowledge this plant produced parts for all ASML products to be later assembled in ASML's prime factory in Veldhoven, Netherlands. It may have been a warning to the company though because they have gone quiet about selling the highest grade Wafer Steppers to China.
@@utubecomtw13 AMSL ís the only one at the highest level. Lower grade can be procured from multiple sources like Nikon, Infineon, Canon, but at the highest level ASML is the only one.
your video is short yet pack with so many information and informative news. Easy to digest yet I can feel the deep in your research, thank you for your video :)
It is critical that we build and maintain the ability to produce innovative semiconductors of all types. We are certainly capable of doing this. It is only a matter of doing the work.
Semiconductor fabs are financed when a new process is developed because this is when the chips can be sold at high price. A year after, the price has dropped but the fab has made profit and can continue to operate and sell chips at low cost. After that window has passed, it is not possible to build a new fab and finance it. Some processors for embedded market are sold for less than a dollar today. How is it possible? The only explanation is : because the fab is old. You simple cannot build a new old fab. This is why there is shortage of IC.
No, it is not about TSMC and not even the semiconductor industry. To understand why China and US are so interested in Taiwan, you need to see it from the geopolitical side. Mainland China is geograpically blocked by the so-called 1st island chain to the Pacific Ocean. This is a big handicap for an expansionist China. To become a superpower, China will have to challenge US in the Pacific like what Japan did in WW2. For that, China have to take Taiwan and use Taiwan as a launch pad for its Navy. With Taiwan, it can threaten Japan, Phillipines, and Oceania countries including Australia and New Zealand. PLA's nuclear submarines launched from Taiwan can easily slip into and hide in the depth of Pacific Ocean to threaten the west coast of US and Canada. It is all about superpower competition. US, Japan, and Australia defense policy makers understand that Taiwan's strategic important location is not only about Taiwan, but is critical to the security of the Pacific Ocean and the west coast of US and Canadian continents. They do everything to strengthen the defense of 1st island chain including Taiwan.
This was a well made video and I also liked the focus on the chip bill because I actually was unaware that that provision was in that bill. Nowadays, with how long each bill is, it's easy to miss details.
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The thing is not just TSMC. Tbh for now normal level of chips have over 50% make from Taiwan, and if talk about high level chips, then over 80-90% make from Taiwan. That’s also a reason. Even second large semi company in Taiwan -UMC, is third large semi company in the world. Only behind TSMC and Samsung
great vid', great naration, great sound, so easy listening for a high tech subject. Really appreciate for making this vid.educating people for a complex matter
I was thanking about how Tiawan makes 65% of semiconductors, and I realized that even China would be hurt if they sanctioned them. China makes a lot of products (not ethically), but semiconductors are still important. I'm calling China's bluff. There's no way.
Mark Liu even said that TSMC's chip fabs would be rendered "not operable" in the event of a Chinese invasion. This is apparently because the fabs depend on a "real-time connection with the outside world," not because of any scorched earth policy involving the physical destruction of TSMC facilities in response to an invasion. The latter definitely seems to be an option for Taiwan to deter an invasion, but it would obviously come at a huge cost to the global semiconductor industry (although that's the point of using this as a deterrent).
Chip making is only a process, the equipment and programs to make them are all licensed by the US therefore in time of invasion they will stop the updates and kill the machines. This is the main reason why china cannot improve on chip making because they are not allowed to get hold of those machines and licenses. They are like postpaid phone which can't easily change carriers.
TSMC also has facilities in the US, and has under construction a facility in Arizona that is big enough to rival the main site in Taiwan. It is clear where all this is going. Even if China invades before that facility is ready, the US military stationed in Taiwan will airlift the key personnel (or maybe even all of them) to Arizona to restart. A factory with no-on left who knows how to run it might as well be bombed out, even if it isn't.
Without further context, the information provided in the beginning is extremely misleading. For reference, the real world competition between TSMC, Intel, and Samsung in semiconductor manufacturing is currently closer to $57 billion, $79 billion, and $20 billion respectively, but you painted a picture where the dominance was 90%, 0%, and 10%. That mismatch astronomically flips the picture in TSMC's favor. TSMC is indeed in a dominant market position from a performance standpoint, and is currently poised to grow in the coming years even more, but this is not the same picture of monopoly that you have painted. Here is why: A) Giving an exact number, like "10 nanometers" to describe a lithography process is not an exact science, despite what the name might suggest. There is no standard way to reflect the performance of a particular process with a single number, even with a description like "10 nanometer" to describe the minimum possible distance between transistors. This is because there is more than one consideration in its overall performance: the average distance between transistors, the minimum distance, the size of a particular transistor, and many others. This has created a situation where each foundry simply comes up with their own way of measuring and representing that performance, with very little consistency when comparing the "10nm" of one company to the "10nm" of another. TSMC's method of determining "7nm" or "5nm" is generous as compared to the method used by someone like Intel. An Intel 14nm chip is actually better than a TSMC 12nm chip, and an Intel 10nm chip is very competitive with a TSMC 7nm chip. Thus, if you are defining "high performance" chips as chips below "10nm," this is inherently biased in favor of TSMC and inflates the number of chips from them that exist in that category. B) "Below 10nm" is also a metric that is extremely time-biased in the semiconductor space currently. If you were comparing different phones to each other, then picked a 3-month window right after the newest iPhone came out, and then claimed, "80% of the best phones in the hands of consumers currently are iPhones," this would not be a surprise if you defined "best phone" to be precisely the exact specs of that new phone. But if you either widen the time window to a full year (after Samsung inevitably releases their competing phone), or simply lower the definition of "best phones" to include all models from the previous year as well, then the "80%" figure would steeply fall. But this is precisely what you have done when describing semiconductors this way - you have included only the newest TSMC and Samsung processes while excluding the (still competitive) Intel process. This effect is made worse also because the time scale for semiconductors is currently longer than other markets like phones. The "best" semiconductors are currently in iteration cycles around 3 years, as opposed to phones, which have a new "best" every single year. Intel was a little behind on the last couple cycles, but was massively dominant in the cycles before that. As a consequence, if you look at "chips below 10nm," it will indeed be 80% TSMC, but if you look at a longer-term metric, like "CPUs currently in datacenters," then Intel becomes dominant in precisely the opposite direction, at 80% or more, which would be equally misleading, as that market moves even slower at a cycle of 7 years. I understand that the point of this video was ultimately to discuss why Taiwan is important, but it is still important to be wary of irresponsible use of data given the effect that it could have on your audience, especially with an issue that has potential political implications.
Many companies have realised it's danger of depending too much on TSMC now.. Korea Samsung, USA and even China are realizing that, I believe in 10 years time .. someone else . will catch up and overtake ..
No way would that happen in ten years. It takes close to 10 years to even get a chip factory up and running, let alone the capital needed and the R&D you'd have to do.
A few years ago, there was a super-rich semiconductor company in China, Unisplendour, which also went to Haikou to buy TSMC to develop semiconductors. Now it is bankrupt and its chairman has been jailed.
I am Korean, and most of us have a good feeling towards Taiwan But Taiwan sees us as competitors or enemies, especially older people. Lots of Korean people have doubts about visiting Taiwan because of that. Tsmc and Samsung can play their games. Let's not ruin our relationships because of them
If One Company runs the entire World then it's actually ASML in Veldhoven, Netherlands. ASML holistic lithography systems are how micro chips are produced. They are the ONLY provider of these systems.
Your saying is not 100% correct! TSMC is ASML’s first and largest EUV equipment client. Without TSMC, ASML won’t like today. It’s mutually beneficial and that’s why ASML’s largest foreign investment including assembling plants and Asian training center is in Taiwan.
i doubt asml can make high end chips. to make chips you need more than euv. tsmc has cutting edge technology and knowledge to make the best chips using tools such as euvs.
1. Morris Chang did not get an invite from the Taiwaneese government, he's literally come to them with a business offer that they've accepted. Basically splitting the startup costs between many sources. 2. Employees do not wear protective gear when handling silicon wafers. They are NOT ALLOWED in the same space where wafers have any contact with the same air we're breathing. They do not wear protective gear standing next to wafers but while performing things like maintanance. 3. No. If a piece of dust falls onto a piece of wafer, that wafer gets ruined, potentially a few next to it. Not an entire batch... It's like saying you need throw out an entire truck worth of logs because one of them has got moss gworing on it... You cut out the mossy part, and continue with the rest. 4. A 2nm chip does not guarantee a new iPhone is gonna last 4 days without a charge. It all depends on battery and the tasks performed on that processor. Hardware efficiency does not matter when software is written inefficiently - which many developers don't actually care about, it just has to be fast enough... Among other things -this video has so much missleading details it's just sad.
Because of this shortage of chips, some companies are actively producing more plants to never be put in this position again. Intel is working on creating multiple plants, as well as Apple. Im sure others will jump in down the road as well. It will take the burden off of tsmc and create a better marketplace for competition
@@rockinyourworld8413 but they are closing the gap. And that is better for everyone. Intel isnt the only one doing this. Apple is jumping in as well. Their chips are amazing.
There is no shortage, I’m sick of hearing car dealers ringing that bell of a damn lie all this time, if that were true, you wouldn’t have Nvidia GPUs overloaded on stock in excess as well as wait for it…… AMD, the same company practically as TSMC. the main competition to Intel & Nvidia, that’s how they “became so dominant.” Which wasn’t true until about 6-7 years ago AMD put Intel and Nvidia on notice, especially with the release of their Zen 3 processors that all US companies are now trying to copy
TSMC already making 4 nm chips for months ! and first product using it will be iPhone 14 lineup with A16 Bionic chip manufactured by TSMC in about 2 years Apple will have 2 nm iPhones , thanks to TSMC .
Taiwan’s strategic location as well as being a vibrant democracy at the door step of the world’s biggest bully should also be the reason why the democratic countries should support Taiwan.
China isn’t a bully though. If you look at history or at current geopolitics, it’s mostly being bullied. I mean it’s shoreline is surrounded by US bases, and currently its economy is being choked.
LOL how ignorant and naive can one be? China got invaded how many times in the past 200 yrs? who's encircling who with over 120 bases called the first island chain? some how black is white and evil is good. vibrant democracy thats not controlled by vested interest only exist in countries like norway.
@@outisnemo555 China is incapable of bullying other countries YET (thank god!!). But it's definitely capable of bullying its own people now and for the past few decades though. If you look at what its armies are currently doing now, you should be able to figure out what their intentions are. They are developing missiles that could attack as far as US soils. They have nuclear sub. that could travel to as far as US coasts. And they are building aircraft carriers that could deploy to as far as US territories. What do you think they are gonna do once they have all they want? Don't ever forget the Pearl Harbor attacks during WWII. And, also, don't ignore the fact that the PRC treats US as their enemy and call US the American bully of the world.
@@outisnemo555 interesting argument. here's my counter talk to Vietnamese, filipino, malaysian, korean, cambodian, japanese, indian, australians, and probably some other more and ask them how china flexes and pressures their government nowadays. definitely don't go to malaysia, cambodia or vietnam and say china never bullied them, i would not recommend that. you forgot why two of those countries went on a chinese ethnic killing spree?
3:43 - No, that's how the process ends - the wafer is cut into individual chips after all manufacturing and testing steps are finished. 4:15 - Aluminum, actually, sometimes underlined by titanium. Look, you cannot know or learn overnight technical details of everything you cover, but don't improvise; if you don't _know_ a detail and have no time to ask or otherwise find out, skip it, don't guess. Or, run your script by someone with the particular domain knowledge.
Intel now produces chip Fabs lesser than 10nm to some degree. What we need to do is have TSMC outsource some of its Fabs to Europe and the U.S. Also, I think Nvidia uses Samsung;s 8NM as their FAB but i think they are using TSMCs 7NM for the newer refreshed 30 Series so the TI series i guess.
@@aluisious Yeah, I thought I heard that. I just didn’t want to write something I wasn’t a 100% aware of. Awesome, that should not only help with silicon shortage but also aid in defense and security have another Fab and not just Intel domestically.
After 1949, the CCP has never ruled Taiwan, so Taiwan is not its territory, but belongs to the Republic of China. If it sends troops, it will be an invasion. The CCP lost Mongolia, so why not get it back?
The main reason U.S. cannot manufacture is due to the cost of labor. Look at all the strikes right now. They are fighting for better wages, which in turn will most likely drive their companies out of business. There were many chip makers in the U.S.A., but one by one they folded. U.S. has the know-how, but they don't know how to keep the cost down. If they can't compete, they fold. The only companies that can't compete with foreign manufacturers but are staying in business are the defense industry. They can charge $2000 for a screw and get away with it. You can't if you are making chips.
Saying China and the US want Taiwan because of TSMc is so misguiding . In order to understand the origine of the problem, you have to look at Taiwan history and relationship with mailand china.
That sounds reasonable, but TSMC wouldn't be so important without ASML, a dutch company that makes almost all of the machines that make semiconductors. And ASML wouldn't be so important without Zeiss a German optics company that manufactures mirrors that are necessary in These semiconductor manufacturing machines, to imprint the structure of the transistors on the silicon wavers.
TSMS has a rival, it is ASML, both I believe depend on Zeiss, which depends on the company making the machines to make their product, and the machine depends on other part and component making companies... and all of them depend on simple geologist in the field, chemist in the lab, worker in the works, farmer and track driver.
The risk of losing TSMC due to invasion of Taiwan is extremely high. As the invader will have to make sure not to hit the factories. And make sure they don't get sabotage during invasion etc.
"he initially sold the chips at a loss to capture more of the market. His strategy paid off big time". lol that's a flattering way of saying "he initially engaged in predatory pricing, an anti-competitive business practice which is illegal in most countries, and got away with it"
That's not what predatory pricing is. Loss leaders, suicide bidding and other net loss pricing strategies are very common and perfectly legal (see gaming consoles and web services that take years to turn a profit). Predatory pricing is when you do it to the point that your competitors go out of business just b/c you know you have more cash than them. OTOH, selling lower than your cost in hopes that you'll get enough customers that you can eventually profit from that price point at scale is extremely common. It's pretty much how every single restaurant starts out.
The title should be : "Why China is so interested in Taiwan". It isn't just the US who should protect Taiwan against Chinese attacks. We should all protect Taiwan.
When people say "7nm" they don't actually refer to anything meaningful. It is actually a marketing tactic when companies talk about nanometers. It could refer to any arbitrary property of the node processing. Very rarely does it actually talk about the actual transistor. Also, back when it DID mean something, it wasn't talking about the transistor size, it was talking about the length of the transistor GATE which is something entirely different. Now it literally means nothing.
@Squiggles 7nm refers to the size of squares. 7nm means that the base (smallest) square is 7nm x 7nm. The foundry publishes the values of the squares based on the manufacturing process used. Example: The foundry publishes that resistive squares have an impedance of 10 ohms. Now lets say that the circuit designer requires a 30 ohm resister in his product. He will lay out 3 squares in a straight line to get a total of 30 ohms. Now lets say that the engineer also needs a 5 ohm resistor for his circuit. He will lay out 2 squares beside each other and they will be connected in parallel to conductor squares. Squares are the building blocks kind of like Legos. The circuit designer lays out the squares as needed to achieve his or her desired circuit. Squares are the smallest dimension that the circuit designers get to work with. Transistors are built the same way. For bipolar transistors the designer will spell out how many base, collector, and emitter transistors and their arrangement in order to get the desired performance specifications.
what do u mean by 'taken over' if they cannot manuf the same chip ? all they need to do after taken over the company is to copy all the procedure while let the production line running on normal activity...
The reason why Taiwan is important... It is because Taiwan is located in the center of the first island chain, and Taiwan is surrounded by the Pacific Ocean to the west, and the western coast is steeply reduced, so it is the best submarine base in the Pacific Ocean. This is because Taiwan is located in the center of the first island chain, and Taiwan is bordered by the Pacific Ocean to the west, and the western coast has dropped sharply, so it is the best submarine base in the Pacific Ocean, If China, which is hostile to the world, occupies Taiwan, the threat to the security of the whole world is self-evident
@@paulp7992 it's only a matter of time before that monopoly by ASML gets broken up somehow. But there is an entire industry built around supplying parts for the machines that build the chips lol. It's crazy actually. I am keeping my eye out for anybody working on competing tech, and I've not been able to find another company that claims they are working on EUV lithography machines. Now the next step, supposedly, is High-NA EUV lithography, which ASML will be first to market with. I like Intel building fabs, but it all goes back to ASML right now. If you have any good stock tips feel free to let me know lol
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Important Note: TSMC has factories in China and the U.S. However, its most advanced factories are in Taiwan, for security reasons.
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The first 1,000 people to use the link will get a 1 month free trial of Skillshare: skl.sh/newsthink08221
these kinds of video usually portray china as the big bad evil empire, but you managed to remain fairly unbiased, love it
Yes, but how does he plan to help out though? What's his goal? To promote financial incentives for company startups to begin to manufacture chips to eat away at the nigh-monopoly Taiwan has on the rest of the world? Sure, I would be happy if financial incentives work, which I'm 90% sure they will (and to add on, we just got about 528,000 new jobs added in the last few weeks by domestic corporate employers), but still: How could you possibly 'persuade' tech companies to manufacture semiconductor chips when most big tech companies have ultimate power over domestic law & government via financial campaign funds?
@AntiangelRaphael prob won't happen soon. china has been trying to do it for 10 years now and they aren't even close.
Over saying.
@@superpowerdragon Yes! COMMUNIST CHINA IS THE BIG BAD EVIL EMPIRE for SURE!!!
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I checked Aileen up out of curiosity and i must say i am impressed by her Credentials. i emailed her already, waiting on her response.
Most Taiwanese people are Hard working , friendly and humble
umm most Chinese are.
@@nsebast？？？？？
Correct：most Chinese are hard-working，friendly and humble
@@kake-n8rthey're the same country with two different governments, just go looking their maps, people republic of China and republic of China, always the same China,so what's the problem calling Chinese. Che testa di cazzo sei tu😂
indeed, they are more civilized and educated than Chinese
SMIC is still years away from TSMC. Being able to make 7nm chips and mass producing them is two completely different challenges.
It's hard as US has cut ASMR to supply any Chinese company. That will make or break SMIC...
mass producing it is simple to crack if we are talking about "China" .
it would be hard but it is not as hard as compare to U.S who's manufacturing industry experience is nearly nothing.
TSMC is building their chip fabricator in nevada.
once it is finished and is confident that it will run smoothly, U.S doesn't need taiwan any longer. it can become the next ukraineXrusia.
Especially at the profitable scale.
Still years away, yes. But 2 years ago they were decades away. The gap is closing, and it is closing fast. Once the US and China are able to produce them domestically, Taiwan has no strategic momentum anymore
@@nothing9220 iam sure china can eventually,they landed tover on mars
The US has been interested in Taiwan since WW2. It was referred to as “an unsinkable aircraft carrier” and its strategic importance is why the US told Japan they had to give up control of Taiwan when they surrendered at the end of the war. This is of course an insane oversimplification and only references one aspect. The point I am making, though, is that the US interest in Taiwan is not new and it’s not because of TSMC (even if TSMC has added to the reasoning in recent years).
People seem to forget the strategic importance that Taiwan provides to the US, along with the defense alliance the US provides to Taiwan.
@@BigHeadAvenger people forget the importance of Russia supplying Cuba with nuclear missiles. The sovereignty and national security of Cuba is important to all Latin America. Russia should also supply nuclear missiles to Mexico Venezuela, and Honduras.
@@elrojo4379 I found the communist. You want nukes with a guy who will shoot people in the streets who protesting because they are starving? You want nukes controlled by cartels? You know what is also important to Latin America? Not living under a despotic tyrannical authoritarian regime.
Totally agree!
@@AgnotologyTV ohh I must be arguing with an American. I don't blame you , your just like your government. You believe that your cause if just and you believe that all must live by your beliefs and standards. Guess what? The USA is not an angel sent by God to do the creators bidding. Who assigned the USA and the west as world police?
Taiwan plays a very low key in the world. After it is found that 90% of advanced chips are from Taiwan, Taiwan is put under the spotlight. Taiwan is a technology island. Taiwanese have the same working style as Japanese. Both of countries are strongly tied.
it surely plays low key thats why Taiwan has pretty rundown urban infrastructure.
@@SaraanSarangiAnywhere outside of Taipei is rundown. I can agree on that. But not the whole Taiwan.
Workaholic DNA inherited from Japan ruled Taiwan for 50 years. The rest is history.
@@ching-changmeng6884 Taiwan was once under Japanese colony for 50 years. In East Asia (Taiwan, S. Korea, Japan, China ) they are workaholics.
Actually tsmc is not set in Taipei its in 新竹@@noobacegamer6255
This is why here in Taiwan, TSMC is often nicknamed "National protection mountain" (護國神山) because it gives Taiwan enormous value on global economy so other countries are inclined to preserve our independence.
Taiwan has no "independence" (that guarantee "peace") that is why TSMC could be founded, developed and survive until today. Otherwise, no chance for TSMC at the beginning as early as 1970s.
its the same reason America allows foreign companies to open up shop here to protect their investments and ourselves at the same time. Taiwan learned something about u.s. economic stability good for them.
@@leqiaop1840 Very wrong understanding, go read wikipedia about the history of TSMC and Taiwan before you comment.
台湾人始终活在自我的世界里
@@dumplings4616 obviously you have read short-cutted version of TSMC history. It was originally from a state owned project since 1970s.
I support Taiwan's TSMC because Taiwan is a normal, friendly, trustworthy country.
Its not. Country
@@actionlongjam Whatever you say lmao
@@actionlongjam They literally have every characteristics a country have.
It doesn't mean they are not recognized by many, doesn't mean they aren't.
For example, during colonial era, there is a term called "Outlaw" which defines him as not a Human and all laws of humanity are not applicable, but that doesn't mean that person is not a Human just because many people decided to.
The same as to Taiwan, they have everything a nation is.
If you think they aren't, then Afghanistan isn't a country because their government isn't recognized by the many. They decided it is their nation, and whether we recognize it or not, it is their country.
@@actionlongjam Greeting Wumao hope you receive your 50 cents
So, after Japan and the Netherlands took away the Taiwanese colony that belonged to China, this history is not important to you Western
Most importantly, TSMC is honest, loyal, reasonable, and helpful, not evil. That kind of company benefits all industry.
and US took advantage to it, just to clean the mess for outsourcing everything to other coutnires
BS! All corporations are looking for profit only. Everything else is secondary. Granted some are better than others. A good example is the BIG THREE auto companies in the US.
Too many companies and people holding onto wealth that can be used in a more productive and forwarding way
@@kkyykao189 I guess you don't need chips now. Gl using any technology.
@@danielchou5895 And you think chips matter more than national unity?
I’ve worked in Taiwan for 7 years, my company is located near in TSMC factory bldg, during my break time, I walked around in the vicinity of that area (Tainan Science Park)
1:33 Chinese Government: "How should we punish Taiwan for such infraction"
Bureaucrats: "We Stop importing Semiconductor chips from them"
Chinese Government: "Hell No"
Bureaucrats: "We stop importing Citrus Fruits and Fish from them"
Chinese Government: "Perfect"
😅😂😂😂😂
In the 1980s, the dispute between the United States and Japan was about memory semiconductors, not logic semiconductors produced by TSMC. Memory semiconductors are mass-produced semiconductors with relatively simple technology. Logic semiconductors are custom-made semiconductors commissioned by professional factories according to customer designs and are much more challenging to manufacture than memory semiconductors. As a result, American companies designate TSMC for production not because they're cheap but because TSMC's semiconductors aren't inexpensive and tend to be the most expensive. In addition, U.S. companies entrust TSMC because the U.S. cannot manufacture advanced semiconductors.
Thnx bro. I LOVE CHINA
@@tsm4201979 matching TSMC monopoly will be crazily difficult.
That's why Pelosi was down there trying to buy shares through her son (in law?)
@@J_a_s_o_n TSMC has had a lot of US Control since it was founded.
Actually they're building a facility to manufacture here in America as fast as possible.
@@mbr8167 I have also have read that and it appears true. Also INTEL is also building its new foundries, they too now have the technology to develop the latest nm chips once the foundries are in place. intel'S stock price is at a ridiculous low (now a very good bargain considering its future).
Before 2004, the United States led the world in semiconductor technology, and foundries had to pay IBM's technology license fees. But in 2004, TSMC took the lead in developing 0.13-micron copper process technology ahead of IBM, ushering in the era of Taiwan's semiconductor technology leading the world. In 2014, IBM withdrew from the foundry business, and TSMC considered buying IBM's fab in New York State. However, even though IBM's technology has lagged Taiwan by a decade, the US Department of Defense and IBM, still worried about the influx of already lagging American technology into Taiwan, rejected the deal. High-tech semiconductor technology is the result of Taiwan's efforts to develop, and now the United States claims to "bring back" semiconductor production to the United States.
Not gonna happen , even if usa gives subsidies on microchip production and manufacturing, it will not make any difference . Congress passed a 50 billion bill regarding setting up a semiconductor industry. But one small yet critical component is missing “ high skilled labor “ . More than 69% graduates who graduates in stem degrees in usa are foreign nationals particular from Asia . Mostly go for American universities to get experience and use that experience to get high payin job in Asia . Most of them don’t wanna stay over ther because of difficulties in getting green card which is required to get a job in usa . Most of them love Asia and their countries and don’t wanna leave their parents. Even if they stay in usa they only do for money not for any love for west . Sorry to say but the days of west supremacy are over because majority of west population are busy fighting for they/them pronouns and don’t even purse higher education after high school. Any country if it wants to make an impact on global scal has to produce high skilled labor especially in engineering and physics sector where in west majority of the local white population isn’t even interested in engineering which requires skills to understand. Asia is only reclaiming what is there which is dominate the planet using technology as Asia was the most powerful continent for past 2000 years . I may sound rude but your time is up from now on you will under Asian supremacy.
你台湾人现在才明白美国人的想法？ 美国人只在乎自己的利益，台湾只有回归祖国才能有发展
More chip manufacturers building factory in US, its coming back
@@rickykhehra7299 Wow. Heil Ricky!
@Chang JungChia but I observe the same, if not more fierce, hostility from the west toward China. In the same fashion, China is depicted as an enemy and threat to their (the west, esp. the US) hegemony. The overwhelming MSM's biased reporting is fueling such hostility around the globe and people are being led by the nose. So what China's political system is different from the west? Middle eastern countries' regimes are also very different from the rest and see how many of them are being brutally screwed in the name of whatever justifications the hegemony defines for themselves. Just because China doesn't fit in so let's gang up and call out their "audacity" to retaliate back? Seriously, I see no one getting out of the deep swamp state we're already in and it's the ordinary citizens like us around the world to bear the brunt of the consequences. Let's not be the puppet of the elite and politicians, who only have self-serving agenda at heart. We have way more important battles to combat with (environmental issues, global warming crisis, destitution, refugee crisis...etc.
Taiwanese🇹🇼 people are amazing I've met few saw few concerts and they're one of the best!
@Martin yes its true but he is right as well some of them arent a pure taiwanese some of them are half chinese some are pure chinese some are pure taiwanese
@Martin to be fair i support taiwanese people independece but taiwan was a name made by china thats why there is a conflict about china saying that taiwan belongs to china for me it doesnt
@Martin so calm the fuck down dude didnt say taiwan is not an independent country
@Martin bro you didnt know some countries already stole other countries and colonized them
@Martin from my understanding with all of this war if usa makes a military base on taiwan its a threat for china thats why china is trying to build a base on solomon island but not sure if it happened
Very good reporting. The mainstream media tells us about some of these events, but not the WHY. You explained the WHY. Subscribed.
Tech and resources are nice and all.. But don't underestimate the importance of international security. Learnt from WW2 it's far more important to help countries / territories that want to be democratic against a autocratic government
Don’t be mislead by the title. American investment led to the Taiwanese chip production. Not the other way around.
What's also almost as important is that Dutch company that makes the machines that TSMC uses to make the chips. Pretty sure they are the only company in the world that can manufacture the machines needed to make the chips that small.
Correct and that company is ASML
Everything is dependent on everything when you get down to it. But it's all going to fail in a few decades. We are already experiencing the effects of the "chip shortage" which is more of an economic and environmental crisis, and that's only going to get worse.
Just released a video about ASML ruclips.net/video/Shuv9-MJBEU/видео.html
Pssst don’t tell…
asml is a tookmaker. tsmc the cook. if the cook is bad the best tool brings nothing.
Indeed, TSMC is the most important company in the world. And a good reason for why China can never invade Taiwan. Fear is growing in the West, but not in the East. It will never happen.
ASML: Hold my silicon
Days just goes on here in Taiwan.
TSMC are in no danger of being shut down. The Chinese have just demonstrated their ability to rapidly eradicate the very expensive military installations flogged to them by the USA with as little effect as possible on the civilian population which they don't regard as the enemy and have no desire to harm.
You and others may not have noticed it but you can bet your boots the Taiwanese people did.
TSMC is more engaged with China than you think, the quartz sand essential for silicon production is sourced from there. It's not in anybody's interest to shut it down, particularly the rest of the world.
The USA uses sanctions around the world to enforce obedience, often with amusingly boomerang results. Guess what China can do simply by banning the export of sand to Taiwan?
Have you ever heard of Sun Tzu?
Taiwan is one of the territory of China, China has the right to protect his territory,China will not invade his own territory
Never is a bit short sighted. When China und us eventually caught up, Taiwan has no protection anymore and won't be interesting enough to protect
That's the entire reason Nancy P went there, to check on her stock interests!
bruh
She did cause a problem for the U.S. by her action.
@@wenslo8514 spot the wumao.
Or at very least; her boozer of a husband's stocks.
🤣
I believe China doesn’t have the capability of making 7nm chips in a commercial run, not even close to it.
I mean if the usa can't, then chine def can't 😂
一个亚洲面孔而且极有可能是华裔说这种话，我可以理解是为了什么。😏
they are good at copying the tech of others, they rise from being copycats, not bad for them actually
@@媽媽説衹要名字起的足 只要中共还在台上，就不可能做得到，因为计划经济制度玩不了高精尖，只能抄袭模仿
@@charmjasmiwho do you want think you are? In the past,France used to be copycat,German used to be copycats,us used to to be copycat, so was Japan and Korea 。will you simpleton deny this truth?
半導體很難在美國製造 唯一問題是台積電的工時很長 而且有些部門是三班制 電話隨叫隨到的 這在亞洲只要付錢就可以解決 但美國有工會 所以企業無法複製亞洲工廠
是事實，但是有很多其他的因素，例如: 1. 台積電有的工程師是世界最頂尖的，擁有完整的物理、化學等能力可以完整且獨立trouble shooting，很多時候比機器供應商還要了解狀況..... 而且每個頂尖工程師非常了解晶片製成。 在美國，這種專業人才不但貴，而且不太夠，需要一些時間養成這方面的人才 2. 台灣產業鍊完整。在蓋工廠時，需要許多非常專業的供應商來整合，來自日本、德國、法國等，而這些供應商已經在台灣有完整的服務及資源可以提供。
MALAYSIA - A lot off Msia people has experienced working with semiconductor companies but it's is difficult industry & big capital to dominant. Congratulations TSMC from Malaysia 🇲🇾
Taiwan has culture, democracy and a lucrative economy
It only started being a democracy in 1996 after decades of oppressive dictatorship.
what culture
@@pleasedontbanmyyt9411 Chinese culture
a lucrative economy rely on the trade with China
@@baiyu8646 Taiwanese. Taiwan was never part of China. It is a free strong democracy country.
Truly amazing watching dedicated TSMC PhD engineers working non-stop for 10-12 hours without breaks or using rest rooms in the Clean Rooms as those particle-free rooms is so difficult to maintain to achieve 3 nano which is nearly reaching the bundary of physics.
I often wondered, if US engineers and staffs were capable to handle such demanding environment with the Union regulations and interference.
haha, PHD engineers working for a private company are union workers? You know US very good ya? It is amazing what Taiwan has done, but you don't need to hate suck your own wang over it.
TSMC FAKE Ph.D. engineers ain't no human.
That man doesn't fart at all..
they easily could. Everything just costs more in the USA. Especially talented labor.
I have not heard of engineers in the US having unions, can you give us an example of one?
Thanks for this incredible information. It made my day by having this knowledge about semiconductor and tsmc.
TSMC's bugout location is in the middle of the Sonoran Desert in Arizona. A city of cranes is building TSMC's new fab and associated power plant. It's amazing to witness it rising out of the horizon while driving on I-17.
That’s cool
I imagine China will invade Taiwan before that's operational. Any idea when it's supposed to be ready?
TSMC better get on the move before it’s too late . China is hell bent on taking Taiwan . I’d get everything on a nuclear submarine and zig zag to a safe haven now. Better bring the employees as well, first class on a jet fighter.
It's impossible for China to ever catch up with Taiwan's TSMC. Semiconductor is NOT one industry but an ECO-SYSTEM of an enormous number of different disciplines! No countries, not the U.S., Japan, Germany, the Netherlands, or Taiwan can be #1 in all of these industries. For TSMC to be #1 in the world, it HEAVILY depends on the best suppliers from all of these countries. For example, the best manufacturing equipment is from the U.S. and the Netherlands, and Japan provides the best chemicals. Germany provides the best mirrors to ASML, which then builds the best photolithography machine for TSMC. China simply doesn't have the same access to these suppliers, ALL under the American umbrella, as long as the U.S. is determined to keep China down. Huawei's 7nm chip is manufactured by ASML machines already sold to China before the American sanction started. Now, ASML is prohibited from selling more advanced equipment to China. A quick glimpse of the daunting challenges facing China shows TSMC has 100s of suppliers with ASML being one of them. Now, ASML has 5000 suppliers! Even if we argue not every supplier has 5000 sub-suppliers like ASML, a fraction of 5000 is still an enormous number if one is shooting to be the #1 in each field! By the way, if the best manufacturing equipment is from the West, what does TSMC bring to the table? The easiest way to explain is by an analogy. I can buy the same oven used by a world-famous chef, but I can't bake award-winning cookies. Why not? That chef has his own SECRET RECIPIES but I follow a standard cookbook. Said differently, NO semiconductor manufacturing company follows the standard recipes. Can Samsung or Intel develop better recipes than TSMC? Not any time soon because each recipe costs BILLIONS of US dollars to develop! TSMC first became the world's BIGGEST chip manufacturing house, which brought in more profit than anyone else. With this outsized war chest, it can then devote more R&D dollars than any of its competition to become the best. It's a POSITIVE FEEDBACK LOOP! On a different subject, TSMC has been a world leader in chip-making only in the past 20 years, but the U.S. has been defending Taiwan since 1949! Taiwan is in a lynchpin position of the First Island Chain, ie. Japan, S. Korea, Taiwan, the Philippines, and Indonesia, to contain China. If the Chinese military can't break out of this barrier in times of war, it simply cannot become a superpower. The U.S. of course will do everything in its power to defend this chain. Thus, defending Taiwan is not even about democracy, though politicians like to pretend it is (heck, Taiwan wasn't a democracy until the 90s. Why did the U.S. defend it prior to that?), but to safeguard the American hegemony! Any thesis that America won't risk its own troops to defend Taiwan is as foolish as stating the U.S. is willing to cede its leadership to China without a fight!
Great insight, thanks a lot for this information
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John 3:16-21
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In other words US companies exported the difficult, expensive part of their job to a place where labour was both cheaper and more effective IN ORDER TO MINIMISE SHORT TERM COSTS AND MAXIMISE SHORT TERM PROFITS.
Now the US Government has realised that it was a strategic error. In reality the whole exercise of exporting US jobs and know-how to the East has undermined the security of the USA and frozen the incomes of the middle class effectively at 1980s levels. No wonder so many of them are angry, but their anger is aimed at the current Administration instead of Corporate America who made those decisions over the last four decades.
Exactly!
Honesty the labor market is not that much cheaper for these positions in Taiwan. the cost savings come from not having to operate your own fab. The machines that TSCM uses are made from ASML. These machines can cost 30 million to purchase and new processes are coming out every few years. What needs to happen is we need to have the US government invest in fab production in the states. its not the fault of intel or amd to make chips over seas.
@@korb3n_Dallas_plays I'm sure you'd like to believe all that Captain and the situation as you describe it is true in the mid-21st century.
When the US first began to export jobs abroad, the Far East (and Mexico) were far far cheaper than they are now. IBM were building room-size computers and when certain companies started looking at miniaturised computers for use in the home the then CEO announced that ''There will never be a market for home computers'' and IBM would stick with main frames and office equipment!!!
In the late 1940s an American engineer (whose name I forget) went to his bosses at General Motors with ideas based on scientific work management and constant gradual improvements. At that time almost 100% of cars in America were made in America and the BOSSES weren't interested.
The engineer took his ideas to Japan... Mitsubishi and others took his ideas and ran with them and by the end of the century half the cars in America were Japanese marques along with half the electronic household goods.
When American chip-makers took their know-how and manufacturing to the Far East the BOSSES (as usual) had no idea where the technology would go over the next decades. The only thing they knew was the Far East could make them cheaper and faster (per unit manufacture that is, not necessarily computing speed) and the bottom-line, along with their basic salaries and bonuses went exponential while workers' wages barely kept pace with inflation as jobs disappeared.
Now, all of a sudden (well actually over the last ten years or so) Taiwan know-how and investment has left the US struggling to obtain chips, the world is short of the bog-standard chips that run cars, washing machines, etc and it looks as if at any time the 80% of the smallest, fastest chips ''Made in Taiwan'' could either become the property of Communist China or be destroyed in the process. Add to that the continuing disruption due to pandemic and HERE WE ARE!
The UK has followed the same path. No US TV programme or movie is complete without a Range Rover or a Mini Cooper. These used to be Made in Britain by a British company, the marques now owned by BMW who bought them for a dollar when the mis-managed British Leyland Motor Corporation went bust... twice!
Every decision that has been made that has resulted in lost jobs and exported technology was made by Boards of Directors intent on padding their own pay packets; the US Government, bought and paid for by those same large Corporations allowed it to happen because CAPITALISM means ''hands-off'' by government.
Capitalism is GREAT if the people making the decisions know what they are doing and where the technology is going. It is even better if the investment decisions are made by the techies who understand the science and can foresee the trends as the current largest corporations and richest men in America clearly show... you know their names!
Communist China is evil, but not so evil when Wall Street can make billions on the back of the communist Chinese work force. (rich) America(ns) first indeed. The same as James Dyson, promote Brexit and move Manufactering and head offices to the far East to generate maximum profit and to evade the British TAX man. Hypocrites, is that the right name?
It's funny to hear someone mention labor costs in a capital-intensive industry. Before 2004, the United States led the world in semiconductor technology, and foundries had to pay IBM's technology license fees. But in 2004, TSMC took the lead in developing 0.13-micron copper process technology ahead of IBM, ushering in the era of Taiwan's semiconductor technology leading the world. In 2014, IBM withdrew from the foundry business, and TSMC considered buying IBM's fab in New York State. However, even though IBM's technology has lagged behind Taiwan by a decade, the US Department of Defense and IBM, still worried about the already fading American technology influx into Taiwan, rejected the deal. High-tech semiconductor technology is the result of Taiwan's efforts to develop, and now the United States claims to "bring back" semiconductor production to the United States.
I checked the Chinese news and pointed out that those 7nm are from older chips that TSMC no longer uses.
Chinese news? Lmfao it’s propaganda.
中國發布新聞，他們可以用手指頭磨晶片！they even have pictures! This news is just couple months ago …. They r so cute …
What they are not telling you is that the US has granted These Taiwan companies amnesty here on US soil TSMC is the leader of 3 of these seperate companies who will relocate to USA...The Taiwan vs China War will be basically a rescue mission for US forces. The Company's Equipment, Staff will be relocated here. So when China grabs the land the company's will be gone..Arizona, Texas and Washington state are the sites to house the relocation.
There is one company more important: ASML. They supply TSMC (and competitors like Samsung) with the equipment (wafer steppers) they need to make the chips. Without ASML TSMC is not ahead of the game anymore.
Yes, The CIA was involved. After Huawei CFO was arrested in Canada, a couple of hours later, a talented Chinese American, Standford physics professor, died of depression in San Francisco. A couple of days later, an ASML factory was burned down in the Netherlands. That factory was in the process of making wafter steppers for Huawei. Here was the deal. The professor was one of the few people in the world who knew which factory was. Nobody was injured in the fire. No cause of the fire was ever released. The Netherlands is not a third-world country. ASML should have had a high safety standard.
well. not that it matters as if ASML gonna ever stop supplying to TSMC, unless ASML is the only supplier capable to provide for TSMC, there will be plenty enough suppliers cutthroating each other to be suppliers to TSMC
@@jasonlucas2328 Great reply! ASML is a Dutch company, I am Dutch and the fire (in a German plant) was all over then news. Since nobody was hurt the media attention quickly faded.
It was not mentioned though that this plant was going to produce for Huawei and as far as things are public knowledge this plant produced parts for all ASML products to be later assembled in ASML's prime factory in Veldhoven, Netherlands. It may have been a warning to the company though because they have gone quiet about selling the highest grade Wafer Steppers to China.
@@utubecomtw13 AMSL ís the only one at the highest level. Lower grade can be procured from multiple sources like Nikon, Infineon, Canon, but at the highest level ASML is the only one.
@@jasonlucas2328 Nice try, but you need to try harder)))
your video is short yet pack with so many information and informative news. Easy to digest yet I can feel the deep in your research, thank you for your video :)
you are so beautiful 🙂
Wow, what a beautiful smile on your beautiful face 😊how are you doing today?
Absolutely amazing video! Super informative, thank you Cindy!
The truth about taiwan ruclips.net/video/aFkOgAhOoiU/видео.html
It is critical that we build and maintain the ability to produce innovative semiconductors of all types. We are certainly capable of doing this. It is only a matter of doing the work.
Semiconductor fabs are financed when a new process is developed because this is when the chips can be sold at high price. A year after, the price has dropped but the fab has made profit and can continue to operate and sell chips at low cost. After that window has passed, it is not possible to build a new fab and finance it. Some processors for embedded market are sold for less than a dollar today. How is it possible? The only explanation is : because the fab is old. You simple cannot build a new old fab. This is why there is shortage of IC.
No, it is not about TSMC and not even the semiconductor industry. To understand why China and US are so interested in Taiwan, you need to see it from the geopolitical side. Mainland China is geograpically blocked by the so-called 1st island chain to the Pacific Ocean. This is a big handicap for an expansionist China. To become a superpower, China will have to challenge US in the Pacific like what Japan did in WW2. For that, China have to take Taiwan and use Taiwan as a launch pad for its Navy. With Taiwan, it can threaten Japan, Phillipines, and Oceania countries including Australia and New Zealand. PLA's nuclear submarines launched from Taiwan can easily slip into and hide in the depth of Pacific Ocean to threaten the west coast of US and Canada. It is all about superpower competition.
US, Japan, and Australia defense policy makers understand that Taiwan's strategic important location is not only about Taiwan, but is critical to the security of the Pacific Ocean and the west coast of US and Canadian continents. They do everything to strengthen the defense of 1st island chain including Taiwan.
Proud to be Taiwanese.
me, too
-10000 social credits 🤣🤣🤣 (im not a Chinese robot)
@Chang JungChia what
This was a well made video and I also liked the focus on the chip bill because I actually was unaware that that provision was in that bill. Nowadays, with how long each bill is, it's easy to miss details.
when a bill is longer it becomes a William...sry just funnin.
@@sarasarah1810 Lololol thanks for the laugh!
@@tevinvezina1766 good medicine laughter, i make sure it is a part of my everyday. be well and safe Tevin many blessings for you and yours.
@@sarasarah1810 My grandma used to say it was the _best_ medicine :) Thanks for the reminder! Many blessings to you as well Sara (same name as my sister)! Take care
@@tevinvezina1766 yw, and ty.
We all appreciate and proud of TSMC makes the efforts for the world！
Until we are not able to get new things🤣
I always knew there was something behind the aggression against Tawain, but couldnt tell what it was..great video
I hope taiwan can remain low key.
I like the low key, hard working, easy peace life style Taiwan.
The thing is not just TSMC. Tbh for now normal level of chips have over 50% make from Taiwan, and if talk about high level chips, then over 80-90% make from Taiwan. That’s also a reason. Even second large semi company in Taiwan -UMC, is third large semi company in the world. Only behind TSMC and Samsung
great vid', great naration, great sound, so easy listening for a high tech subject. Really appreciate for making this vid.educating people for a complex matter
I was thanking about how Tiawan makes 65% of semiconductors, and I realized that even China would be hurt if they sanctioned them. China makes a lot of products (not ethically), but semiconductors are still important.
I'm calling China's bluff. There's no way.
Mark Liu even said that TSMC's chip fabs would be rendered "not operable" in the event of a Chinese invasion. This is apparently because the fabs depend on a "real-time connection with the outside world," not because of any scorched earth policy involving the physical destruction of TSMC facilities in response to an invasion. The latter definitely seems to be an option for Taiwan to deter an invasion, but it would obviously come at a huge cost to the global semiconductor industry (although that's the point of using this as a deterrent).
Chip making is only a process, the equipment and programs to make them are all licensed by the US therefore in time of invasion they will stop the updates and kill the machines.
This is the main reason why china cannot improve on chip making because they are not allowed to get hold of those machines and licenses. They are like postpaid phone which can't easily change carriers.
TSMC also has facilities in the US, and has under construction a facility in Arizona that is big enough to rival the main site in Taiwan. It is clear where all this is going. Even if China invades before that facility is ready, the US military stationed in Taiwan will airlift the key personnel (or maybe even all of them) to Arizona to restart. A factory with no-on left who knows how to run it might as well be bombed out, even if it isn't.
@@eventhisidistaken Airlift...lol
Wow, what a beautiful smile on your beautiful face 😊how are you doing today?
Without further context, the information provided in the beginning is extremely misleading. For reference, the real world competition between TSMC, Intel, and Samsung in semiconductor manufacturing is currently closer to $57 billion, $79 billion, and $20 billion respectively, but you painted a picture where the dominance was 90%, 0%, and 10%. That mismatch astronomically flips the picture in TSMC's favor. TSMC is indeed in a dominant market position from a performance standpoint, and is currently poised to grow in the coming years even more, but this is not the same picture of monopoly that you have painted. Here is why:
A) Giving an exact number, like "10 nanometers" to describe a lithography process is not an exact science, despite what the name might suggest. There is no standard way to reflect the performance of a particular process with a single number, even with a description like "10 nanometer" to describe the minimum possible distance between transistors. This is because there is more than one consideration in its overall performance: the average distance between transistors, the minimum distance, the size of a particular transistor, and many others. This has created a situation where each foundry simply comes up with their own way of measuring and representing that performance, with very little consistency when comparing the "10nm" of one company to the "10nm" of another. TSMC's method of determining "7nm" or "5nm" is generous as compared to the method used by someone like Intel. An Intel 14nm chip is actually better than a TSMC 12nm chip, and an Intel 10nm chip is very competitive with a TSMC 7nm chip. Thus, if you are defining "high performance" chips as chips below "10nm," this is inherently biased in favor of TSMC and inflates the number of chips from them that exist in that category.
B) "Below 10nm" is also a metric that is extremely time-biased in the semiconductor space currently. If you were comparing different phones to each other, then picked a 3-month window right after the newest iPhone came out, and then claimed, "80% of the best phones in the hands of consumers currently are iPhones," this would not be a surprise if you defined "best phone" to be precisely the exact specs of that new phone. But if you either widen the time window to a full year (after Samsung inevitably releases their competing phone), or simply lower the definition of "best phones" to include all models from the previous year as well, then the "80%" figure would steeply fall. But this is precisely what you have done when describing semiconductors this way - you have included only the newest TSMC and Samsung processes while excluding the (still competitive) Intel process. This effect is made worse also because the time scale for semiconductors is currently longer than other markets like phones. The "best" semiconductors are currently in iteration cycles around 3 years, as opposed to phones, which have a new "best" every single year. Intel was a little behind on the last couple cycles, but was massively dominant in the cycles before that. As a consequence, if you look at "chips below 10nm," it will indeed be 80% TSMC, but if you look at a longer-term metric, like "CPUs currently in datacenters," then Intel becomes dominant in precisely the opposite direction, at 80% or more, which would be equally misleading, as that market moves even slower at a cycle of 7 years.
I understand that the point of this video was ultimately to discuss why Taiwan is important, but it is still important to be wary of irresponsible use of data given the effect that it could have on your audience, especially with an issue that has potential political implications.
Many companies have realised it's danger of depending too much on TSMC now.. Korea Samsung, USA and even China are realizing that, I believe in 10 years time .. someone else . will catch up and overtake ..
No way would that happen in ten years. It takes close to 10 years to even get a chip factory up and running, let alone the capital needed and the R&D you'd have to do.
@@homiefizzle5260 I will check back in 10 years .. I am sure the world will be surprised..
A few years ago, there was a super-rich semiconductor company in China, Unisplendour, which also went to Haikou to buy TSMC to develop semiconductors. Now it is bankrupt and its chairman has been jailed.
不可能的，現在台灣和日本進行合作，更加不可能超越了😊。
@@lingth it's impossible
I am Korean, and most of us have a good feeling towards Taiwan
But Taiwan sees us as competitors or enemies, especially older people. Lots of Korean people have doubts about visiting Taiwan because of that.
Tsmc and Samsung can play their games. Let's not ruin our relationships because of them
as a young taiwanese person, lets be friends and not enemies! we are not defined by our companies!
The younger generation of Taiwanese absolutely adore and love Korea though.
I am Taiwanese, we adores Korea culture and its delicious food.
Its a beautiful country with its history...
most of Taiwanese love Korea,and think Korea is a amazing country
If One Company runs the entire World then it's actually ASML in Veldhoven, Netherlands. ASML holistic lithography systems are how micro chips are produced. They are the ONLY provider of these systems.
Your saying is not 100% correct! TSMC is ASML’s first and largest EUV equipment client. Without TSMC, ASML won’t like today. It’s mutually beneficial and that’s why ASML’s largest foreign investment including assembling plants and Asian training center is in Taiwan.
In that case, why ASML doesn’t produce any chips ?
Do more research, please!
Check how complicated the whole supply chains are
Keep in mind, TSMC would be NOWHERE without the machines from the Dutch ASML company...
asml is a toolmaker. nothing more. its tsmc that has the technology to produce high end chips.
EUV wet etching technology is TSMC's technology.
i doubt asml can make high end chips. to make chips you need more than euv. tsmc has cutting edge technology and knowledge to make the best chips using tools such as euvs.
1. Morris Chang did not get an invite from the Taiwaneese government, he's literally come to them with a business offer that they've accepted. Basically splitting the startup costs between many sources.
2. Employees do not wear protective gear when handling silicon wafers. They are NOT ALLOWED in the same space where wafers have any contact with the same air we're breathing. They do not wear protective gear standing next to wafers but while performing things like maintanance.
3. No. If a piece of dust falls onto a piece of wafer, that wafer gets ruined, potentially a few next to it. Not an entire batch... It's like saying you need throw out an entire truck worth of logs because one of them has got moss gworing on it... You cut out the mossy part, and continue with the rest.
4. A 2nm chip does not guarantee a new iPhone is gonna last 4 days without a charge. It all depends on battery and the tasks performed on that processor. Hardware efficiency does not matter when software is written inefficiently - which many developers don't actually care about, it just has to be fast enough...
Among other things -this video has so much missleading details it's just sad.
Great vdo Cindy. Pls continue making such short, beautiful and informative vdos. 😎😎👌👌👌
Because of this shortage of chips, some companies are actively producing more plants to never be put in this position again. Intel is working on creating multiple plants, as well as Apple. Im sure others will jump in down the road as well. It will take the burden off of tsmc and create a better marketplace for competition
@@rockinyourworld8413 but they are closing the gap. And that is better for everyone. Intel isnt the only one doing this. Apple is jumping in as well. Their chips are amazing.
Great video! Thx!
the statistic at 0:44 seems wrong. Intel produce
no, intel cannot produce
very good information. thnxs
Its cool to see TSMC on this show :) Taiwan No.1
There is no shortage, I’m sick of hearing car dealers ringing that bell of a damn lie all this time, if that were true, you wouldn’t have Nvidia GPUs overloaded on stock in excess as well as wait for it…… AMD, the same company practically as TSMC. the main competition to Intel & Nvidia, that’s how they “became so dominant.” Which wasn’t true until about 6-7 years ago AMD put Intel and Nvidia on notice, especially with the release of their Zen 3 processors that all US companies are now trying to copy
You’re looking at consumer electronic cards. The amount of silicon in the world is about 1000x that stuff
You forgot about apples OP arm processors. Made in Usa and incredibly capable. Im sure they get alot of tech from TSMC tho
Bionic ARM chips 100 percent made by TSMC.
1:20 not only is it against foreign policy for her to go overseas and speak to ANYONE, it goes against national security.
fun fact. SMIC used to be a Taiwanese company.
The founder of SMIC and its current CEO all come from TSMC.
@@u9010533 yeah. Sad fact.
TSMC already making 4 nm chips for months ! and first product using it will be iPhone 14 lineup with A16 Bionic chip manufactured by TSMC
in about 2 years Apple will have 2 nm iPhones , thanks to TSMC .
Taiwan’s strategic location as well as being a vibrant democracy at the door step of the world’s biggest bully should also be the reason why the democratic countries should support Taiwan.
China isn’t a bully though. If you look at history or at current geopolitics, it’s mostly being bullied. I mean it’s shoreline is surrounded by US bases, and currently its economy is being choked.
LOL how ignorant and naive can one be? China got invaded how many times in the past 200 yrs? who's encircling who with over 120 bases called the first island chain? some how black is white and evil is good. vibrant democracy thats not controlled by vested interest only exist in countries like norway.
US should stay away , wherever they go millions die , countries in ruined, war mongers
@@outisnemo555 China is incapable of bullying other countries YET (thank god!!). But it's definitely capable of bullying its own people now and for the past few decades though. If you look at what its armies are currently doing now, you should be able to figure out what their intentions are. They are developing missiles that could attack as far as US soils. They have nuclear sub. that could travel to as far as US coasts. And they are building aircraft carriers that could deploy to as far as US territories. What do you think they are gonna do once they have all they want? Don't ever forget the Pearl Harbor attacks during WWII.
And, also, don't ignore the fact that the PRC treats US as their enemy and call US the American bully of the world.
@@outisnemo555 interesting argument. here's my counter
talk to Vietnamese, filipino, malaysian, korean, cambodian, japanese, indian, australians, and probably some other more and ask them how china flexes and pressures their government nowadays.
definitely don't go to malaysia, cambodia or vietnam and say china never bullied them, i would not recommend that. you forgot why two of those countries went on a chinese ethnic killing spree?
3:43 - No, that's how the process ends - the wafer is cut into individual chips after all manufacturing and testing steps are finished.
4:15 - Aluminum, actually, sometimes underlined by titanium.
Look, you cannot know or learn overnight technical details of everything you cover, but don't improvise; if you don't _know_ a detail and have no time to ask or otherwise find out, skip it, don't guess. Or, run your script by someone with the particular domain knowledge.
Good information about semi conductors Taiwan TSMC💐
Intel now produces chip Fabs lesser than 10nm to some degree. What we need to do is have TSMC outsource some of its Fabs to Europe and the U.S. Also, I think Nvidia uses Samsung;s 8NM as their FAB but i think they are using TSMCs 7NM for the newer refreshed 30 Series so the TI series i guess.
TSMC is making a large new fab in Arizona. The whole semi industry in the USA is going bananas gearing up to support it.
The truth about taiwan ruclips.net/video/aFkOgAhOoiU/видео.html
@@aluisious Yeah, I thought I heard that. I just didn’t want to write something I wasn’t a 100% aware of. Awesome, that should not only help with silicon shortage but also aid in defense and security have another Fab and not just Intel domestically.
After 1949, the CCP has never ruled Taiwan, so Taiwan is not its territory, but belongs to the Republic of China. If it sends troops, it will be an invasion. The CCP lost Mongolia, so why not get it back?
Do you know about the civil war between the Kuomintang and the Communist Party?
Thanks for reports the truth to whole world.
From a Taiwanese who is under the threat of China everyday.
China doesnt want the taiwanese people China only wants the terriroty as that has mroe worth
放心吧，美国佬绝对会保护台湾至最后一滴血
Why does no one actually work in the semi conductor industry? Even the people who watch these videos and make comments
The main reason U.S. cannot manufacture is due to the cost of labor. Look at all the strikes right now. They are fighting for better wages, which in turn will most likely drive their companies out of business. There were many chip makers in the U.S.A., but one by one they folded. U.S. has the know-how, but they don't know how to keep the cost down. If they can't compete, they fold.
The only companies that can't compete with foreign manufacturers but are staying in business are the defense industry. They can charge $2000 for a screw and get away with it. You can't if you are making chips.
In order to reduce the risks, I think the development and the production of those chips should be decentralized.
No mention of ASML?
Just released a video about ASML ruclips.net/video/Shuv9-MJBEU/видео.html
Great videos, I love watching your content, two thumbs up!!👍👍
Saying China and the US want Taiwan because of TSMc is so misguiding . In order to understand the origine of the problem, you have to look at Taiwan history and relationship with mailand china.
That sounds reasonable, but TSMC wouldn't be so important without ASML, a dutch company that makes almost all of the machines that make semiconductors. And ASML wouldn't be so important without Zeiss a German optics company that manufactures mirrors that are necessary in These semiconductor manufacturing machines, to imprint the structure of the transistors on the silicon wavers.
. . . and then, where does AMSL fit into the picture?
If you know about ASML, then you already know the answer.
Just released a video about ASML ruclips.net/video/Shuv9-MJBEU/видео.html
But the machines they use to print the chips are made by ASML, so wouldn't that make ASML the leading company?
I was about to say the same. Without asml they are pretty much done.
ASML is just one component of the manufacturing process. The clean rooms, the scale, the process engineering are some of the other components.
even ASML needs Taiwan to provide chips for the machines...thats more like a recursion! 😐
Well its complicated
Tsmc also contributes a lot to the success of asml. They cooperate and tsmc providing valuable ideas.
Wow inspiring!
Thank you for your research! 🤗❤️
TSMS has a rival, it is ASML, both I believe depend on Zeiss, which depends on the company making the machines to make their product, and the machine depends on other part and component making companies... and all of them depend on simple geologist in the field, chemist in the lab, worker in the works, farmer and track driver.
"To be an enemy of America can be dangerous, but to be a friend is fatal" Henry Kissinger
nice thanks for the info i had no idea
The risk of losing TSMC due to invasion of Taiwan is extremely high.
As the invader will have to make sure not to hit the factories. And make sure they don't get sabotage during invasion etc.
If only the Palestinians had microchips.
0:01 - 0:11 - Not really, there's also ASML
It's a company owned by the US, more than 85% of its stock is controlled by American capital.
"he initially sold the chips at a loss to capture more of the market. His strategy paid off big time". lol that's a flattering way of saying "he initially engaged in predatory pricing, an anti-competitive business practice which is illegal in most countries, and got away with it"
That's not what predatory pricing is. Loss leaders, suicide bidding and other net loss pricing strategies are very common and perfectly legal (see gaming consoles and web services that take years to turn a profit). Predatory pricing is when you do it to the point that your competitors go out of business just b/c you know you have more cash than them.
OTOH, selling lower than your cost in hopes that you'll get enough customers that you can eventually profit from that price point at scale is extremely common. It's pretty much how every single restaurant starts out.
Waiting 35 years to corner the market. That’s playing the Long Game!
Perseverance
The title should be : "Why China is so interested in Taiwan".
It isn't just the US who should protect Taiwan against Chinese attacks. We should all protect Taiwan.
Taiwan produces state of the art technological marvel micro chips
USA produces only potato chips
When people say "7nm" they don't actually refer to anything meaningful. It is actually a marketing tactic when companies talk about nanometers. It could refer to any arbitrary property of the node processing. Very rarely does it actually talk about the actual transistor. Also, back when it DID mean something, it wasn't talking about the transistor size, it was talking about the length of the transistor GATE which is something entirely different. Now it literally means nothing.
@Squiggles 7nm refers to the size of squares. 7nm means that the base (smallest) square is 7nm x 7nm. The foundry publishes the values of the squares based on the manufacturing process used. Example: The foundry publishes that resistive squares have an impedance of 10 ohms. Now lets say that the circuit designer requires a 30 ohm resister in his product. He will lay out 3 squares in a straight line to get a total of 30 ohms. Now lets say that the engineer also needs a 5 ohm resistor for his circuit. He will lay out 2 squares beside each other and they will be connected in parallel to conductor squares. Squares are the building blocks kind of like Legos. The circuit designer lays out the squares as needed to achieve his or her desired circuit. Squares are the smallest dimension that the circuit designers get to work with. Transistors are built the same way. For bipolar transistors the designer will spell out how many base, collector, and emitter transistors and their arrangement in order to get the desired performance specifications.
As a Chinese from mainland China, Taiwan to me is the real China!
Somebody: Even if TSMC is taken over by them, without the Taiwanese, the Chinese still cannot manufacture chips.
what do u mean by 'taken over' if they cannot manuf the same chip ? all they need to do after taken over the company is to copy all the procedure while let the production line running on normal activity...
@@Aldi-tr7fc they cant run shit without ASML support and ASML is banned from providing service to china
Quality content❤️
The reason why Taiwan is important... It is because Taiwan is located in the center of the first island chain, and Taiwan is surrounded by the Pacific Ocean to the west, and the western coast is steeply reduced, so it is the best submarine base in the Pacific Ocean. This is because Taiwan is located in the center of the first island chain, and Taiwan is bordered by the Pacific Ocean to the west, and the western coast has dropped sharply, so it is the best submarine base in the Pacific Ocean, If China, which is hostile to the world, occupies Taiwan, the threat to the security of the whole world is self-evident
It baffles me how the US came to be so dependent on a single company for such a critical product. I get the lower costs narrative, but still...
The funny thing is that TSMC completely relies on ASML to supply the machines that manufacture the chipss
It's funny that Samsung and Intel have the same ASML machines but they do not know how to make full use of them.
@@paulp7992 it's only a matter of time before that monopoly by ASML gets broken up somehow. But there is an entire industry built around supplying parts for the machines that build the chips lol. It's crazy actually. I am keeping my eye out for anybody working on competing tech, and I've not been able to find another company that claims they are working on EUV lithography machines. Now the next step, supposedly, is High-NA EUV lithography, which ASML will be first to market with. I like Intel building fabs, but it all goes back to ASML right now. If you have any good stock tips feel free to let me know lol
Just released a video about ASML ruclips.net/video/Shuv9-MJBEU/видео.html
TAIWAN 🇹🇼 FREEDOM ✊🏻
Thanks for the video. It’s very an eye opening ! 🎃
TSMC was also as a group about the contury that loves taiwan sometimes they are invited
Is it a Trillion dollar Industry or Market size ? Great video thanks
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