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Why China is losing the microchip war

  • Опубліковано 6 лют 2023
  • And why the US and China are fighting over silicon in the first place.
    Subscribe and turn on notifications 🔔 so you don't miss any videos: goo.gl/0bsAjO
    In October 2022, the Biden administration placed a large-scale ban on the sale of advanced semiconductor chips to China. They also implemented a series of other rules that prevents China from making these chips on their own. These chips are used in everyday technology, like our mobile phones and computers. They’re also crucial to military and intelligence systems, which is one of the main reasons they're at the center of a feud between the United States and China.
    Microchips were first invented in the US in the 1950s, after which their use rapidly expanded worldwide. Since then, the supply chain for these chips has grown and spread to include countries in Europe and Asia. And while some countries have caught up to the US's edge in making these advanced chips, China still falls far behind despite multiple attempts to gain an advantage.
    Watch the latest episode of Vox Atlas to understand why China is losing a new cold war with the US over microchips.
    Sources and further reading:
    We found this book written by Chris Miller very helpful for understanding the history of chip development in the US and the foreign policy behind its competition and feud with China:
    Chip War: The Fight for the World's Most Critical Technology
    This book gave us great context on China’s efforts to acquire foreign technology:
    Chinese Industrial Espionage by Anna Puglisi
    Articles like this by Chien-Huei Wu helped us learn more about how much the US replies on east asian countries for successful technology:
    Reporting by Bloomberg helped us understand major IP theft cases related to semiconductor chips:
    An excellent report for more detail:
    Gregory Allen, CSIS www.csis.org/analysis/choking...
    Make sure you never miss behind the scenes content in the Vox Video newsletter, sign up here: vox.com/video-newsletter
    Vox.com is a news website that helps you cut through the noise and understand what's really driving the events in the headlines. Check out www.vox.com
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КОМЕНТАРІ • 7 тис.

  • @Drrolfski
    @Drrolfski 10 місяців тому +7622

    I'm always surprised how relatively unknown a company like ASML is to the larger audience. It has a unique key strategic position in the world that no other company has. You don't often see that and it represents both a strength and a weakness for the free western world.

    • @Frank-gr7rb
      @Frank-gr7rb 10 місяців тому +181

      @@Croz89 ARM is not as critical, RISC V is a good alternative. There is no alternative to ASML, Nikon has given up on EUV. They are decade or more ahead of everybody else.

    • @geoemm
      @geoemm 10 місяців тому +148

      It's not that someone can or cannot build it, it's that no one can afford to build it. It's too expensive to build

    • @sumansaha295
      @sumansaha295 10 місяців тому +26

      How did china get to 7nm without ASML

    • @stashiv
      @stashiv 10 місяців тому +51

      It's not surprising at all. How many people know what lithography is?

    • @citizenkane2349
      @citizenkane2349 10 місяців тому +152

      "free western world"

  • @grahamflower6202
    @grahamflower6202 9 місяців тому +2223

    As a person who has spent 35 years in silicon valley's chip industry, while this video has many things right it also misses many pieces of the puzzle. Labor cost is not the primary reason chip manufacturing moved offshore. A huge factor was that chip fabs are extremely expensive and capital for building them was very expensive in the USA in the 80s when this trend really ramped up. The inflation of the 70s was a mighty contributor to that. Yes, it is true that the south Korean and Taiwanese governments were very supportive of having their engineering students pursue graduate education in the USA and such students often dominated the Semiconductor section of American Graduate schools from at least the late 1970s. In my grad school 20 of 23 Research Assistants in Semiconductor physics were from either Taiwan or S. Korea. only 2 were Americans. Taiwan and S. Korea saw the strategic value while American politicians didnt distinguish between potato chips and semiconductor chips as one politico explicitly stated.

    • @JoeChang1999
      @JoeChang1999 9 місяців тому +240

      As a person who grew up in Taiwan, I can confirm that not only the country but the entire society encourages students to study EE. Ever since middle school, I have been told that EE is the king of engineering from parents, teachers, and the news. They don’t tell people to pursue their dreams like most Americans do. Instead, I was told that if I want a house, a car, and a wife, I should study EE. The successful path to take is to study EE undergrad in Taiwan, then EE grad in top US schools, and only after I’ve done that, I can have a life.

    • @01710F
      @01710F 9 місяців тому +95

      @@JoeChang1999 same in here s.korea.

    • @alphatron464
      @alphatron464 9 місяців тому +51

      @@JoeChang1999So how are you doing now? Did you finish your graduate education in US or are you a engineer in TSML? I’m just curious since I’m also a student who will study in the US and might major in Electronic Microfabrication

    • @nababsk9153
      @nababsk9153 9 місяців тому +1


  • @cobalt1754
    @cobalt1754 10 місяців тому +1586

    As someone who works as a scientific glassblower for the semiconductor industry, it's really interesting to see the geopolitical impact of some of the components we use.
    We just make the glass and send it off, without really knowing how the apparatuses are used. This is the first time I've seen one of our customers mentioned outside of work.

    • @Fan4toggo
      @Fan4toggo 10 місяців тому +24

      Do you work for Zeiss?

    • @arian6565
      @arian6565 10 місяців тому +13

      how have you not already heard about this, this isn't recent news

    • @user-wg9zq1ee8f
      @user-wg9zq1ee8f 10 місяців тому +58


    • @danzwku
      @danzwku 10 місяців тому +3

      which customer is that?

  • @mr.alrightty2902
    @mr.alrightty2902 20 днів тому +13

    This video has aged well - we banned a country with tens of thousands of engineers from accessing reasonable priced easily accessible chips, forced them to develop their own technology and now they can do it themselves.

    • @vipetherap2722
      @vipetherap2722 6 днів тому

      You say "we" as if you are from America, but you are in China 🤣

    • @mr.alrightty2902
      @mr.alrightty2902 6 днів тому +3

      @@vipetherap2722 sure basement buddy, I’m commenting on UAclips in a country that has no access to it

  • @Smitty_Werbenjagermanjensen1
    @Smitty_Werbenjagermanjensen1 10 місяців тому +51

    I’ve been watching this happen and trying to stay up to date with this, you’ve done a pretty great job in showing how truly reliant and nearly immutable the world is on this supply chain, and the problems ahead

  • @ql1162
    @ql1162 8 днів тому +26

    Are you sure China is losing the chip war? How about Huawei chip 9000s and 980A AI chip?

  • @grpl69
    @grpl69 10 місяців тому +4806

    Some extra info: Zeiss, a german company that produces lenses is also the only company with the most advanced lenses which asml uses for their machines.

    • @brodoxl
      @brodoxl 10 місяців тому +297

      yes thats why ASML bought a big part of Zeiss

    • @DrumToTheBassWoop
      @DrumToTheBassWoop 10 місяців тому +356

      so whoever supplies the glass to ZEISS must be the most important origin story to the worlds chips.
      Or the people that supply the sand to the glass company, that then sends to ZEISS.

    • @grpl69
      @grpl69 10 місяців тому +11

      @@brodoxl i didnt know that, thank you!

    • @mkploeg
      @mkploeg 10 місяців тому +68

      @@brodoxl as far as i know ASML owns or has a big share in most of the companies that i needs to build the machines.

  • @eternalobi
    @eternalobi 2 місяці тому +175

    Maybe Vox should make a video about Why China is losing the Space station war. or the GPS war. or the EV war. all of which is sanctioned by the US.

    • @xukevin5271
      @xukevin5271 Місяць тому +41

      Hey, they can make a Video about 90 genders, China definitely falls way way behind😅

    • @joeblack888
      @joeblack888 18 днів тому

      Well said @eternalobi! Space station is another good example for sure.

    • @thesheepthemightythecrazy
      @thesheepthemightythecrazy 5 днів тому

      @@timelessfeary sarcasm.

    • @venos7184
      @venos7184 5 днів тому +1

      @@thesheepthemightythecrazy 你看一下新闻就知道,目前神舟17号的航天员还在空间站上呢……中国研发GPS是不想在可能的战争时期受制于美国的GPS,这更多是军事用途,并没有输赢。至于新能源车,中国的汽车企业确实通过新能源车获取了很多中国国内的市场份额,而比亚迪的销量在前不久刚刚超过了特斯拉。感觉这个朋友的消息源确实很片面,可能这也是这个频道观众的共同点。

    • @Daniel-szj
      @Daniel-szj 4 дні тому

      What you said, China has its own system.

  • @kazukinakamura1110
    @kazukinakamura1110 9 місяців тому +13

    It’s not just about chips. There are many process technologies. The emergence of CMOS put alternative technologies (ie NMOS) at a disadvantage. I used TSMC’s CMOS process in the 90s and that alone gave us an edge over companies with their own legacy fab.

  • @josephlagrange5158
    @josephlagrange5158 4 дні тому +6

    Vox: Why China is losing the microchip war
    China: Hold my beer

  • @thomaspham6921
    @thomaspham6921 10 місяців тому +15

    Regardless of what's being discussed and distorted, China remains the #1 chip production country in the world at 24% today .... Taiwan's TSMC #2 at 21% .... S Korea's Samsung #3 at 19% ...
    US is asking TSMC to set up manufacturing operations in Phoenix, Arizona, USA ...

    • @garrison8020
      @garrison8020 3 місяці тому

      why you weak the foolish up???just let them had a good and wonderful dream.

  • @kendrickainsworth8376
    @kendrickainsworth8376 3 місяці тому +299

    Vox: China will lose the chip war
    Huawei : Hold My Mate 60 Pro

    • @KhangdrAntonio-hg2kf
      @KhangdrAntonio-hg2kf 2 місяці тому +1


    • @arnhut12-uy9ur
      @arnhut12-uy9ur 2 місяці тому +1

      Huawei still uses ARM architecture for their chips :(

    • @fmn0013
      @fmn0013 2 місяці тому +6

      Its chip uses outdated technology, but its price is no cheaper than new technology mobile phones

    • @aditsaki5697
      @aditsaki5697 2 місяці тому

      ​@@arnhut12-uy9urand he say win 😂😂😂😂

  • @bbtankc
    @bbtankc 10 місяців тому +2373

    The production of this is fantastic and really shows the pressures that both countries face. Great job by the production team.

    • @bhaskarmehra8758
      @bhaskarmehra8758 10 місяців тому +9

      Really? Did you see the so-called exponential graph?

    • @AllendeNL
      @AllendeNL 10 місяців тому +24

      @@bhaskarmehra8758 you’re being knit picky

    • @bhaskarmehra8758
      @bhaskarmehra8758 10 місяців тому +12

      @@AllendeNL no, I don't think so. especially when they use such a graph to explain an important underpinning concept. Like at 3:23, makes no sense.

  • @baraking676
    @baraking676 10 місяців тому +12

    Great video. You managed to breakdown the complexity of this whole situation into easy to understand pieces for all.

  • @wandervan9096
    @wandervan9096 10 місяців тому +27

    I wrote my thesis on this very topic about 1 1/2 years ago and it is always great to see this topic get brought up more and more

    • @toastinggoodness8351
      @toastinggoodness8351 6 місяців тому +1

      Can you link your thesis? I would love to read it.

    • @gangan9790
      @gangan9790 2 місяці тому

      glad to see your conclusion~

  • @EDX2308
    @EDX2308 9 місяців тому +8

    I have seen a video of ASML and the factory in the Netherlands. The technology is really sophisticated and complex. If anything were to happen to that singular place and/or TSMC, there's a good chance we can regress technologically as a human race because the technology is not being shared and is monopolized. Really scary if you think about it.

    • @DomoCatNinja
      @DomoCatNinja 9 місяців тому +3

      ASML is a Dutch company. It's not just their factory there lol.

    • @EDX2308
      @EDX2308 9 місяців тому +1

      @@DomoCatNinja Very true, I'm just saying if anything were to happen to that company what the implications are.

    • @d.o.g573
      @d.o.g573 8 місяців тому

      Yes we. Could quickly have the Chinese have access to it !
      Hahahaha 😂

  • @ccyan1197
    @ccyan1197 7 місяців тому +134

    Chip is essentially a commodity, chip technology development needs to be driven by profits, and China is the world's largest chip consumer market, as long as there are enough profits, China's development of its own chip industry is only a matter of time, the current sanctions and blockade led to the increase in the cost of obtaining chips from outside is only helping China to accelerate their achievement of this goal.

    • @ccyan1197
      @ccyan1197 6 місяців тому +8

      @@minyaw1234 I think the truth is the opposite, AI+Internet may reduce the application scope and profitability of high process chips.

    • @La-gh1pc
      @La-gh1pc 6 місяців тому +4

      You are living in the world of fantasy

    • @erpangtuo
      @erpangtuo 6 місяців тому +8

      @@minyaw1234 印度挣钱印度花 一分别想带回家

    • @pulsar1823
      @pulsar1823 6 місяців тому +1

      @@minyaw1234 I don't know if you have recognized that, every penny you earn in India has to be spent in India, that's exactly what Indian government is doing.

  • @user-tk5oq6zb2y
    @user-tk5oq6zb2y 2 місяці тому +21

    At only 7 moths since this video was released, huawei mate 60 pro now leads the market...

  • @SidenoteChannel
    @SidenoteChannel 10 місяців тому +2636

    Brilliant video. Thanks.
    While it may seem like the "chip war" is between China and the US allies, it's actually pretty 2 dimensional. US allies (Japan, South Korea and Taiwan) too are competing among themselves to out-pace each other. No one wants to end up in a situation where it can be casted out easily. While TSMC (of Taiwan) is building new plants in both America and Japan, their foreign investments do not involve most advanced technology, keeping the US' incentive to defend Taiwan from China intact.
    Both Japan and South Korea has announced their own set of lucrative subsidies to poach companies from each other countries. They are also worried about losing market share in China and China hampering the supply chain of raw materials if it feels cornered.
    This is just the beginning.

    • @bremcurt9514
      @bremcurt9514 10 місяців тому +13

      @@ThePirateParrot Explain?

    • @SidenoteChannel
      @SidenoteChannel 10 місяців тому +40

      @@user-gc1hg9sp9k True but as long as the politics side of things are concerned, this video sums up things pretty well.

    • @msytdc1577
      @msytdc1577 10 місяців тому +25

      TSMC not building much internationally isn't about geopolitics and having a reason to defend Taiwan, it is a practical business case of having your engineers and researchers close to the manufacturing lines as there is a synergy of the various aspects of their business that having far flung branches does not grant them.

    • @SidenoteChannel
      @SidenoteChannel 10 місяців тому +41

      @@msytdc1577 Company's officials may know the real reason but there's anxiety among Taiwanese people for sure. Opposition has blamed the ruling party for "gifting TSMC to the US". The chairman of TSMC cleared the tension last December by telling that they're investing more in South Taiwan than what they did in the US. There can be more than one reason behind a move.

    • @Praise___YaH
      @Praise___YaH 10 місяців тому +3

      Guys, here is the Savior
      YaH The Heavenly FATHER HIMSELF was Who they Crucified/Pierced for our sins and “HERE IS THE PROOF”
      From the Ancient Egyptian Semitic:
      "Yad He Vav He" is what Moshe (Moses) wrote, when Moses asked YaH His Name (Exodus 3)
      Ancient Egyptian Semitic Direct Translation
      Yad - "Behold The Hand"
      He - "Behold the Breath"
      Vav - "Behold The NAIL"

  • @shuyingchua2943
    @shuyingchua2943 9 місяців тому +18

    Great video. It enlightened me to the reasons behind the increase of taxes that the US had implemented and why they were going after so many China tech companies.

  • @allaudin4946
    @allaudin4946 10 місяців тому +49

    An insightful examination of the geopolitics surrounding the semiconductor industry. The concept of "silicon sovereignty" sheds light on the growing trend of techno-nationalism in the industry. The power dynamics between different players in the digiconomy and the geopolitical landscape are having a significant impact on the microchip landscape. It is crucial that we understand these intricacies in order to fully grasp the implications of this important topic.

  • @applemontea
    @applemontea 18 днів тому +11

    now Huawei can make their own SOC chip

  • @MaximusKale
    @MaximusKale 8 місяців тому +27

    What a clear and perfect way to explain the chip Coldwar! Great work Vox team

    • @user-in5kc9eu8b
      @user-in5kc9eu8b 5 місяців тому +2

      VOX provides detailed information on the United States, the Netherlands, Japan, South Korea, and Taiwan, but when it comes to China, there is no information at all..
      Is China completely without semiconductor production capacity? or still have some abilities? don't know...
      If capable, at what level? don't know either....
      VOX discussed the chip war between China and the United States, but as a result, they did not mention or understand the situation in China at all.. This is not a qualified video

  • @seawavemachine2806
    @seawavemachine2806 13 днів тому +24

    Omg this video is just so embarrassing😂

  • @pratickkkk
    @pratickkkk 10 місяців тому +3294

    Every now and then Vox just makes me fall in love with this world and its geopolitics, loved it

    • @prajwalmeshram32
      @prajwalmeshram32 10 місяців тому +105

      You would love Johnny Harris as well then

    • @wrightclick
      @wrightclick 10 місяців тому +54

      @@prajwalmeshram32 Pretty sure Harris get his start as a writer / producer for Vox, too!

    • @oduwancheekee
      @oduwancheekee 10 місяців тому +55

      Pls don't call it "geopolitics", it's just international politics, geopolitics implies linkage to geography, which is just not the case.

    • @JeremySchilder
      @JeremySchilder 10 місяців тому +153

      @@oduwancheekee I think geopolitics can be applied here considering we just stared at a map for 10 minutes and Taiwan is roughly 100 miles off the coast of China.

    • @omniyambot9876
      @omniyambot9876 10 місяців тому +20

      just so manyy inaccuracies in one video. typical video essays, but it's good enough for beginners. love the graphics.

  • @immaBAOS
    @immaBAOS 10 місяців тому +3

    Greatly explained! Issue has been going on for years and this is the first time im seeing good coverage of underlying geopolitical issues

  • @xiaolvwuming6199
    @xiaolvwuming6199 7 місяців тому +250

    It was easy for the US to deal with the former Soviet Union, it was just a military superpower. It's easier to deal with the Japanese, they're just an economic challenge. However, dealing with China is a bit difficult. It is a military power plus an economic challenge plus a technological rival plus a diplomatic rival.
    Thing is, bullies often don’t realize that they’re bullying people…

    • @hamzamahmood9565
      @hamzamahmood9565 7 місяців тому +32

      Soviet Union was definitely a technological and diplomatic rival as well, although less so on the economic front. And I don't expect the Chinese military to reach USSR levels of threat anytime soon....they have ZERO modern combat experience

    • @xiaolvwuming6199
      @xiaolvwuming6199 7 місяців тому +25

      @@hamzamahmood9565 The Pentagon doesn't think so

    • @hamzamahmood9565
      @hamzamahmood9565 7 місяців тому +12

      ​@Antiinzō Kim Pentagon says China is the biggest threat today, yes. But it doesn't consider China to be as threatening as USSR was in the 1950s and 1960s. Those were the days where America was under constant threat of nuclear annihilation, and if we managed to overcome that, we can manage China.

    • @user-uu56
      @user-uu56 6 місяців тому +31

      @@hamzamahmood9565 Although the overall atmosphere of direct nuclear conflict between the US and USSR was more present. In terms of higher probability, China has definitely a higher probability of surpassing the US than USSR ever had. It has the population, economy size, military presence, diplomatic ties, everything. USSR was severely outmatched by the US in terms of economy, especially manufacturing. Even Russia today, with a population of more than 100 million, the economy is smaller than South Korea, with a population of only 55 million. However, China is literally regarded as “factory of the world”.

  • @svcupc
    @svcupc 10 місяців тому +85

    very good high level overview of the situation! There are alternative technologies in play but this is a really good starting point for anyone interested in the geopolitics of chips.

  • @martylei9803
    @martylei9803 8 місяців тому +82

    Vox had said so many things in this vid, but non of them are explaining why China is losing the war.

    • @WHBable
      @WHBable 4 місяці тому +16

      because china isn't losing the war.... recently china banned the export of a rare earth element that is needed to produce the chips. So US has the software tech, a few European countries have the hardware tech, and Korea and Taiwan have the manufacturing tech, and china has the chip material.... so .... chips can't be produced without any of the parties mentioned above.

    • @garrison8020
      @garrison8020 3 місяці тому +2

      @@GigachadicusMaximus you are underestimate Chinese wisdom。we are all ahead the tech,but we won't prove it .we have already win the competition,for we won't need a union. only loser need ally.

    • @cheungchingtong
      @cheungchingtong 3 місяці тому +4

      Because China is not losing it, and that is unspeakable.

  • @stephendoherty8291
    @stephendoherty8291 10 місяців тому +13

    SMIC - the most successful Chinese chip maker just announced it can make 7nm chips, a step behind the bleeding edge 5nm chips of TSMC. This is an impressive feat and even if it cannot be exported (as its "very" close to TSMC design) it can still fullfill Chinese internal demand.

    • @1001Balance
      @1001Balance 4 місяці тому +2

      Not really, the production process SMIC is not commercially viable compared to EUV based production. You are comparing building a car by hand to a fully automated car plant.

    • @kkdirafung1489
      @kkdirafung1489 3 місяці тому +2

      @@1001Balance so it did made 7nm chip

    • @1001Balance
      @1001Balance 3 місяці тому

      @@kkdirafung1489 we are at the 3 and 1 nm chip

    • @mr.alrightty2902
      @mr.alrightty2902 20 днів тому

      @@1001Balancetrue but the fact they went for a totally different approach and the way they built their circle shaped mega EUV allowed them to position the particles at different sections of the accelerator, it’s only a matter of time before they can make 1nm chips

  • @tx9ju
    @tx9ju 3 місяці тому +61

    Thanks to SMIC which produces Huawei's 7nm Kirin 9000 chip,
    Now China not only doesn't need TSMC but also ASML👏

    • @Not_a_lier
      @Not_a_lier 3 місяці тому +2

      Hello the world is currently on 5nm and preparimg for 3nm (atleast how they are branded)

    • @johnyossarian9059
      @johnyossarian9059 2 місяці тому +7

      @@Not_a_lier Just a few months ago most people would say China could never produce their own 7nm chips

    • @aburetik4866
      @aburetik4866 2 місяці тому +4

      @@Not_a_lier but America is still only capable of producing 10nm chips, which heavily depends on foreign technologies like the lithography systems from ASML 🤭

  • @user-dp4oj1hy2y
    @user-dp4oj1hy2y 10 місяців тому +9

    In fact, China has already manufactured a lithography machine capable of producing 28nm wafers, but the yield is still relatively low. At the same time, the lithography machine capable of producing 14nm wafers has also entered the debugging stage. It is estimated that China will be able to fully grasp the "mature process (above 14 nanometers)" in two years. As for the more advanced EUV, there is no more definite news yet.

    • @garrison8020
      @garrison8020 3 місяці тому +2

      you are interrupt their dream.

  • @pengjerry3843
    @pengjerry3843 11 днів тому +11

    Huawei Mate 60 explained everything

  • @lovergaming7931
    @lovergaming7931 10 місяців тому +2

    You manage to break down the complexity of the whole situation into parts that are easy for all to understand.good video 👍

  • @user-pk8rv6pc7o
    @user-pk8rv6pc7o 3 місяці тому +19

    The last thing Chinese people lack is patience

  • @huawen630
    @huawen630 3 місяці тому +146

    Last week, Huawei Phone with made-in-China MPU has been released, which support 5G network as well as satellite call at the same time. Let's tell whether China is losing the war after a few years from now.

    • @Username-mn7pc
      @Username-mn7pc Місяць тому +1

      Its 7nm . Apple had 3nm chips

    • @ninjanick3152
      @ninjanick3152 Місяць тому +38

      ​@@Username-mn7pc the first step is always hard,but its just a beginning

    • @woko-haram-161
      @woko-haram-161 23 дні тому +1

      😂😂😂😂😂 well this satellite call is working well hahaha

    • @juanpablosanchezaveleyra6454
      @juanpablosanchezaveleyra6454 19 днів тому +6

      ​​@@Username-mn7pcSo what? Do you even understand what the difference is between 7 and 4? It's just slight efficiency. 7nm is enough for anything in the world. 90% of the chip market uses 28nm+ including military. it's just phones that need smaller chips and a 14nm node that performs as a 4-5nm and the US labels as 7nm with 5G capabilities is enough to take back the stolen market share from the champion of "free market".

  • @mikekleanthous7023
    @mikekleanthous7023 9 місяців тому +271

    This is the sickest most informative ten minutes of my six academic years in medical school. Vox, you’ve outdone yourselves 💪🏼

    • @abstract5249
      @abstract5249 9 місяців тому +29

      I don't believe you. It can't be any more informative than the ten minutes you spent in medical school memorizing the mechanism of acetylcholine acting on nicotinic receptors at the neuromuscular junction.

    • @jorgemadrazzo606
      @jorgemadrazzo606 9 місяців тому +23

      if that's true, I would never have surgery with you...

    • @agona4373
      @agona4373 9 місяців тому +1

      @@abstract5249 ACHs nicotinic receptors behave like these US microchips...lol

    • @jakedones2099
      @jakedones2099 9 місяців тому +5

      Then maybe you weren't paying attention. It is not more informative than spending 10 minutes studying the effects of neurotransmitter dopamine. It is not more informative than studying the rate limiting enzymes of glycolysis.

    • @robertcross9047
      @robertcross9047 9 місяців тому +2


  • @yintianwang
    @yintianwang 14 днів тому +23

    Even though Huawei has created its true mobile phone, are you still unwilling to take down this embarrassing video? lol

  • @Minecraftnoob2
    @Minecraftnoob2 10 місяців тому +23

    You forgot to mention we are reaching the physical limitations when it comes to chip design, we are reaching the physical limitation on semiconductor technology and would need some breakthrough in physics to go even smaller

  • @yrac5009
    @yrac5009 7 місяців тому +4

    Everything in this video has been common knowledge in the tech circle in China for at least 4-5 years. There has been already quite some development over there since then. Who can predict what the situation will be in 20-30 years?

  • @bowei1996
    @bowei1996 3 місяці тому +132

    Funny to see this video after Huawei released a full in-house 7nm chip solution on the new P60 Pro. China is tightening the gap with the leaders in microchip. A 5nm chip is coming soon. Stay tuned.

    • @gilgamesh7197
      @gilgamesh7197 3 місяці тому +6

      Funny to see Chinese regard the trash chip as treasure. The chip is inferior to 865😂

    • @user-gn8nf7fv1t
      @user-gn8nf7fv1t 3 місяці тому

      @@snoopysnoops007I believe

    • @delusionalz8707
      @delusionalz8707 3 місяці тому +11

      ​@gilgamesh7197 You crying, huh?😂

    • @Not_a_lier
      @Not_a_lier 3 місяці тому

      Do people even make an effort to understand semiconductors?

    • @yerri5567
      @yerri5567 2 місяці тому +16

      @@gilgamesh7197 "Funny to see Chinese regard the trash chip as treasure. The chip is inferior to 865😂"
      Im not sure what youre on, but the chips been benchmarked. The in-house built Kirin 9000 performed better than Snapdragons 865. And this is the next generation Kirin 9000S we are talking about

  • @arasanmark818
    @arasanmark818 9 місяців тому +2

    I LOVED the production of this video. Simply superb. You keep pushing the barriers Vox, you are at the forefront of Moore’s Law.

  • @bearpolo3618
    @bearpolo3618 9 місяців тому +7

    It's too early to draw the conclusion. Keep in mind, majority of the chip market is 14nm and lower, not 3/5/7nm chips. You don't need those advanced chips in most devices or EVs.

  • @genuinennessbefitting4734
    @genuinennessbefitting4734 10 місяців тому +193

    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.

    • @joebloggs5271
      @joebloggs5271 10 місяців тому +43

      You'll find this happens in many cases where the USA cannot stand to be outdone. For example, Australian scientists developed WiFi and the country made billions in licensing - up until the point that WiFi was becoming ubiquitous and the way forward, so there was an intense legal battle and Australia sold the WiFi to the USA as an IEEE standard that we know today. 😅

    • @cheoa1473
      @cheoa1473 10 місяців тому


    • @charlestsai3708
      @charlestsai3708 10 місяців тому +2

      Ha 😂! Austria ? Australia? WiMax ?!

    • @270eman
      @270eman 10 місяців тому +7

      We have "Brought it back". Raytheon has defense deals with taiwan placing patriot missile defense systems around the island. TSMC has a brand new fab under construction in Arizona that is an exact clone of the Taiwan facility. We might not own them but we have all of the deals and relationships and soon will have a full fab on US soil. Pretty obvious who is calling the shots.

    • @kakashiar
      @kakashiar 10 місяців тому +37

      TSMC was originally a company that grew with the help of RCA of the US in the 1980s. We Taiwanese have always been grateful to the US. I don't know what others mean actually(haha), and my English is not good. But I just want to say that we are very grateful to the US. Without the US, there would be no TSMC & Taiwan at all. I hope the US can support Taiwan more in politically and militarily

  • @thebob5240
    @thebob5240 10 місяців тому +19

    TSMC has been perfectly described as the most important company most people have never heard of.

    • @Rai2M
      @Rai2M 10 місяців тому +5


    • @thebob5240
      @thebob5240 10 місяців тому +4

      @@Rai2M Them to i was referring to the Taiwan company that makes 90% of all advanced semiconductors and 60% of most other kinds.

    • @tooltalk
      @tooltalk 9 місяців тому

      That's b/c they weren't really that important until very recently. The chip business is fairly dynamic -- there was a time when Intel mattered so much, but it's so behind now.

    • @thebob5240
      @thebob5240 9 місяців тому +2

      @tooltalk Depends on how you define recently, 1992 is when they we're solidified as the world's top chip manufacturer and 82 is when they were founded.

  • @adr2567
    @adr2567 9 місяців тому +9

    This Cold War between the 2 is a major reason why no one should be reliant on either party when it comes to semi conductors. As an Indian, I’d very much like to use our technology brains and become self reliant on this front in the next 20 years.

    • @Username12038
      @Username12038 9 місяців тому +2

      @@adr2567 china is a developed country that was supported by a superpower called ussr and china wasn't looted by the europeans like india was. also i never said that was a criteria it was just a example.

    • @karlk7070
      @karlk7070 7 місяців тому +1

      ​@@Username12038 When China started rising 40 years ago, average Chinese was poorer than Indian, and the Sino-Soviet Split resulted in direct confrontation of millions between China and the USSR tho. It is more of a result of authoritarian collective investment.

  • @ygzx6802
    @ygzx6802 5 місяців тому +6

    Nowadays, any issue can be used as a security issue, especially when China has its own mobile phone chips that are not based on American technology, but are developed by others with their own architecture. Magnesia light can also be said to be a safety issue.

    • @awesomejos
      @awesomejos 3 місяці тому

      Its just US are shaking in their boots because they are losing in every arena. So US need to play up those fears constantly.

  • @erikstekelenburg3020
    @erikstekelenburg3020 9 місяців тому +23

    I used to work with both companies even before they were as big as these days. The Taiwanese and the Dutch holds the key in todays high tech and should use their strength to stop all the madness going on these days.

    • @mujtabaalam5907
      @mujtabaalam5907 9 місяців тому +4

      You mean China's expansion efforts in the south china sea?

    • @SD-tn9ce
      @SD-tn9ce 9 місяців тому +3

      @@mujtabaalam5907 not sure how you make the direct connection between chips and south china sea? well, maybe you work for one of the thinktanks in dc.

    • @spiketwo666
      @spiketwo666 9 місяців тому

      @@mujtabaalam5907 you mean failure if uncle sam to find the WoMD?

  • @NBAYek
    @NBAYek Місяць тому +36

    Anyone' here after china's 7nn Chip Breakthrough 😂😂

  • @jyfuklyvfkj
    @jyfuklyvfkj 10 місяців тому +547

    a lot of western optoelectronic companies have moved away from China after the mid 2000's because of IP infringement. Unlike complex high-density CPU's on silicon, optoelectronic tech involves a lot of III-V semiconductor epitaxy and bespoke fab processes - once those are know it's a lot easier to replicate and sell them for a significantly cheaper price.
    In the UK a lot these industries were lost over the last couple decades. With regards to warfare we're constantly on the cusp of losing our steel industry. I guess paying profits to shareholders is a lot more important than state security.

    • @praddumnvats6759
      @praddumnvats6759 10 місяців тому +36

      Duh capitalism

    • @GeoffreyBronson
      @GeoffreyBronson 10 місяців тому +13

      "State security" we can't even stop the boats.

    • @MrFastNapper
      @MrFastNapper 10 місяців тому +1

      ​@@GeoffreyBronsonUK with a state of the art aircraft carrier & F35's; they are no match for rubber dinges sold at decathlon.

  • @nacieton1651
    @nacieton1651 14 днів тому

    The Philippines was once a very very important place for Intel to build microchips until Intel closed it's factories in 2001 due to global speding cuts.

  • @Wazoox
    @Wazoox 2 місяці тому +26

    In recent news, China produces 7nm chips with a good yield, which is as good as anything made in the US. They're closing the gap...

    • @magiclee1381
      @magiclee1381 Місяць тому

      @@IBMboy So who is the OEM of 7nm? Are you?😜

  • @contemplator5640
    @contemplator5640 8 місяців тому +8

    Japan and most Japanese people don't understand this story.
    Toshiba had an impairment loss from the nuclear business, so the newspaper company was only reporting surface information that it had downsized its business and International position.
    Recently, a semiconductor start-up company in Hokkaido has said that it will overtake TSMC.
    It will be interesting to see what happens.

    • @Potts777
      @Potts777 7 місяців тому +1

      That’s impossible,TSMC would be successful not only funds but also times

    • @dovuthang
      @dovuthang 6 місяців тому

      @@Potts777 It is happening, in the next two years you will see the next advance chips from Japan as well as the one from Intel in the US. Japan is planing to get back at least 35% market share in the next two years.

    • @dovuthang
      @dovuthang 3 місяці тому

      @@morihiro_ I suppose you are Japanese, what is your expectation?

  • @user-pe3bw9fk4n
    @user-pe3bw9fk4n 5 місяців тому +10

    At that time, Samsung's 1T solid state price was as high as 1500 ¥. After China Yangtze Memory Technologies Co., Ltd. manufactured the memory chip, it was only 500 ¥. Previously, Samsung and other companies harvested the world, and now the CPU chip is also harvesting the world. After China's manufacturing success, the price of the CPU chip will be at least halved.

    • @tigerjonn
      @tigerjonn 5 місяців тому

      Also the quality will be at least halved. If CHINA company says its chips are.... 500.....
      The chances are... the chips are really like 200. You can never trust CHINESE.

    • @cnmgooglecnmgoogle2623
      @cnmgooglecnmgoogle2623 4 місяці тому

      ​@@tigerjonnIncompetence can only be furious.😂

  • @carlcarlington7317
    @carlcarlington7317 10 місяців тому +199

    Even if China can gain influence over Taiwan that doesn’t mean dominance in chip manufacturing, as necessary software and machinery to produce such chips are only made in the us and Netherlands. The Chinese governments best move would be to invest significantly into paying software engineer graduates competitive rates that keeps them from wanting to move to the us or other countries

    • @rorytribbet6424
      @rorytribbet6424 10 місяців тому +11

      This would indeed be a smart move

    • @sojourner4726
      @sojourner4726 10 місяців тому +53

      China has its own lithography machines. Like they’ll be caught up in like they will be a technological par within five years.

    • @hi4806
      @hi4806 10 місяців тому +56

      30% of the world's manufacturing output value is in China, and the number of engineers in China is the sum of Europe and America.

    • @brodoxl
      @brodoxl 10 місяців тому +15

      @@sojourner4726 Yes, they will come to a technological par in a few years, but it will cost them a lot of money.

  • @bobchandra4117
    @bobchandra4117 10 місяців тому +4

    Brilliant, very well done. Explained succinctly the key players, the potential theft that led to export controls.

  • @DavidISandler
    @DavidISandler 10 місяців тому +40

    Good information but you sort of glosses over why companies started outsourcing to TSMC - it was about a change of business model from companies designing and building chips to just designing and outsourcing the building to a third party. These third parties could scale operations much better. Also they had heavy subsidies from the government of Taiwan - a point that is really important to note.

    • @QQ-td9id
      @QQ-td9id 10 місяців тому +6

      That's NOT true! Subsidies from the government to TSMC only in very early days when TSMC got established.

    • @ms-st5ij
      @ms-st5ij 10 місяців тому +1

      The change of business model was the outcome, but not the reason why companies started outsourcing to TSMC. The reason was simple, it was about driving down costs as most companies simply lacked the ressources to invest into their own fabs and each new node. Having a neutral manufacturing company that specializes in this task and works with all design companies maximizes the utilitzation of the fabs and spreads their large sunken costs over many shoulders, driving down the costs for all. On the other hand, there are some downsides to this approach which get covered in the video, e.g. geopolitics and the hard dependancy on a single supplier that are a strategic risk for the design companies. We have seen that in the pandemic, too. TSMC raised prises and was not able to keep up with demand while international trade got more restrictive over night.

    • @DavidISandler
      @DavidISandler 9 місяців тому +3

      @@QQ-td9id "Lawmakers within the island nation have reportedly passed additional legislation that will allow local chipmakers to turn up to 25 percent of their annual research and development expenses into tax credits in a move said to be aimed at ensuring Taiwan's continued leadership in semiconductor manufacturing." - TSMC spends something like $20-30B in R&D so yes, there are massive tax credits which are subsidies

    • @jchanmcse
      @jchanmcse 3 місяці тому

      Please read current news to compare to what you said. You'll be shocked!

  • @linux2kliu495
    @linux2kliu495 2 місяці тому +37

    This did not age well.. Just 6 months later, Huawei is selling millions of phones with native 7nm 5G SOCs

  • @a.b892
    @a.b892 9 місяців тому +25

    Enjoyed every minute of watching this and learned a whole LOT. Thanks Vox

  • @greenanthony5821
    @greenanthony5821 3 місяці тому +115

    Who can imagine China makes breakthrough only 7 months after this video was released. Slap!

    • @guill90
      @guill90 Місяць тому +1

      What breakthrough are you talking about?

    • @tanjim4487
      @tanjim4487 Місяць тому +10

      @@guill90 China has 7nm chips already and they are about to ramp up production of 5nm chips in near future. So, the U.S. isn't really stopping them from getting the tech, they are actually fastening the process of new breakthroughs in Chinese chip making.

    • @NBAYek
      @NBAYek Місяць тому


    • @flyingtothemoon4271
      @flyingtothemoon4271 Місяць тому

      Thanks US for sanctioning so China is developing their own. 👍 Congrats ❤️

    • @guill90
      @guill90 Місяць тому +1

      @flyingtothemoon4271 China was already pursuing its own. SMIC already existed and was already getting subsidies.

  • @filiplovric92
    @filiplovric92 10 місяців тому +401

    This kind of videos are the reason why I subscribed to Vox. More of these please!

    • @Krafcisin19375
      @Krafcisin19375 10 місяців тому +3

      Could not agree more

    • @masivuye4485
      @masivuye4485 10 місяців тому +7

      Vox used to be the go to channel 😭😭

    • @hkhkl6630
      @hkhkl6630 10 місяців тому +4

      Johnny harris did the same video two weeks ago..

    • @AllenBaby7
      @AllenBaby7 10 місяців тому +6

      @@masivuye4485 Yess but now we have skilful creators from Vox independently doing video journalism like Jhonny Harris and Cleo. Jhonny's channel imo is more awesome than even Vox's.

  • @peytonsimpson6313
    @peytonsimpson6313 8 місяців тому +44

    As a Canadian its sad to see we didn't even receive a mention toward our groundbreaking chip technology... Yeah there's China, Russia, Japan & the US but Canada has some of the greatest chips known to man. All Dressed, Ketchup & Hickory Sticks to name a few, alone these three chips could out compete the entire chip market on a global scale, vastly overtaking any of the countries you mentioned.

    • @DotADBX
      @DotADBX 8 місяців тому +3

      honestly most of our engineering development happens in the USA, we could EASILY rival the whole world but our current governments have not been interested in this which is a massive mistake.

    • @blacksheep7874
      @blacksheep7874 8 місяців тому +3

      and technically poutine too!

    • @leozhang4916
      @leozhang4916 7 місяців тому +11

      Isn't Canada controlled by the US?

    • @user-sdm
      @user-sdm 6 місяців тому +12

      @@leozhang4916 As we all know, Canada is a state of the United States

    • @pulsar1823
      @pulsar1823 6 місяців тому +7

      Isn't Canada part of America?

  • @srofficial5688
    @srofficial5688 10 місяців тому +6

    Great video. You managed to breakdown the complexity of this whole situation🙂🙂

  • @yifuhood
    @yifuhood 2 місяці тому +27

    love to visit here again next year. maybe every year. I downond this video , for future use in my class. How's the Western media has the discrediting them self? Great historical evidence

    • @ruifenghuang1029
      @ruifenghuang1029 2 місяці тому +1

      I suggest the NYT piece "An act of war ..." by Alex Palmer

  • @yourdebankittoys8288
    @yourdebankittoys8288 9 місяців тому +1

    Always love the videos in this series. Excellent job again!

  • @lisadsouza5061
    @lisadsouza5061 10 місяців тому +40

    You can ban them from advance chips but you can't stop them from development. Sooner or later they will have to develop because it's also matter survival for them as a country.

    • @Rai2M
      @Rai2M 10 місяців тому +1

      A lot of countries keep surviving w/o developing chips.

    • @looseygoosey1349
      @looseygoosey1349 10 місяців тому +2

      and? We want them to struggle. If it would have taken them 10 years before now it would take 15-20. Time is money and gives the US
      time to invest and R&D new tech to stay on top.

    • @zhiwang6529
      @zhiwang6529 3 місяці тому +1

      @@looseygoosey1349 lol let's see, you have a point but maybe China can go faster

  • @xgguo3531
    @xgguo3531 8 місяців тому +50

    It is too early to say China is losing the chip war, when it is just started. When supply from the west is blocked, it forces China to put chip related development as top priority and it will change the path of the chip industry significantly. When self-made chip % is getting higher in China markets, it means less market share of the west chip industry. Not a good news to US and Europe, or Japan/Korea.

    • @xingzhang3185
      @xingzhang3185 6 місяців тому

      American says country security first

    • @sophisticatedthumb5364
      @sophisticatedthumb5364 6 місяців тому +2

      Either way China will catch up eventually so it makes perfect sense for the US to attempt to prevent Chinas progression as early as possible. Would’ve been much more effective if this was done many years ago rather than the late 2010s

    • @user-gc1hg9sp9k
      @user-gc1hg9sp9k 6 місяців тому +11

      yes, it's pretty much the same when US banned china to cooperate with NASA and not allowing them to enter ISS. China isn't doing nothing and accept the fate, they're innovating and trying their best to find the alternative, and now they have their own space station called tiangong

    • @pzvor952
      @pzvor952 6 місяців тому

      It's only a expedient way to resolve the chip shortage. In the cold war US and it's allies did the same thing to USSR, and the effort that USSR to catch up the technology of US failed in the end, even their goverment cost so many capital which could be used to improve people's living conditions. The scientific progress need a big market to suport, China is a smaller market than the world, you can't expect it can birth a more advanced technology without the world market.

  • @cunelastavica3181
    @cunelastavica3181 9 місяців тому +1

    Loved this video, extremely well maid, informative and entertaining! Great work.

  • @robinsonshawqx
    @robinsonshawqx Місяць тому +19

    This didn't age very well

  • @alexmarlow2508
    @alexmarlow2508 10 місяців тому +3

    Microchip is harder to make than nukes and ICBMs and rockets, it represents the pinnacle of human technology, Intel alone has 10,000+ engineers in a single department doing R&D on chips

  • @staffarmstrong5052
    @staffarmstrong5052 9 місяців тому +2

    Although countries like Japan and South Koera are not subject to such severe U.S. sanctions, the price is that they are not independent politically and militarily, and once the core interests of the U.S. are harmed, the U.S. will sanction them without hesitation.

  • @devbravo4158
    @devbravo4158 10 місяців тому +158

    The Taiwan story is something people really need to pay more attention to. Learned a lot in this one.

    • @himehime1629
      @himehime1629 10 місяців тому +1

      very true

    • @zarategabe
      @zarategabe 10 місяців тому +10

      The Taiwan story was barely given any context here

    • @himehime1629
      @himehime1629 10 місяців тому +5

      @@HumanBeingsRThinkingBeings Israeli and US have political ties/connection, they share information with eachother

    • @erickbravo5800
      @erickbravo5800 10 місяців тому

      @zarategabe anytime you talk about semiconductors ...you are talking about Taiwan and the conflict between U.S and China.

    • @trevorcrook5753
      @trevorcrook5753 10 місяців тому +8

      @@erickbravo5800 And Taiwan will return to China one day

  • @rohanmillson3182
    @rohanmillson3182 9 місяців тому +22

    Given that China produces about 8 times more STEM graduates than the USA each year, and that China files about 100,000 more patent applications each year - even if possibly softer - I wouldn't bet against China becoming the world's foremost chip designer and manufacturer within the next 5 - 10 years. As we've seen with Russia these past ten years, there's nothing like sanctions to spur import substitution and self-sufficiency. Cutting China off from technology and equipment is the biggest favor we could possibly do them.... The law of unintended consequences...

    • @1001Balance
      @1001Balance 4 місяці тому

      They have to hurry up. Their population is aging rapidly!

    • @juki0h391
      @juki0h391 3 місяці тому +1

      @@1001Balance The pandemic killed a lot of elderly in China, so that's a huge weight off their shoulders, plus, they have plenty of time to fix this problem, like robots, artificial wombs to grow babies, huge government program to get people married, etc.

  • @ObedCEsquivel
    @ObedCEsquivel 10 місяців тому +4

    So well made, simple and very informative. thank you!

  • @johnli6430
    @johnli6430 2 місяці тому +23

    Huawei Mate 60 destroyed this video immediately lol

  • @riyantrianggaputra4118
    @riyantrianggaputra4118 2 місяці тому +20

    Pls tell me why china now had 7nm chip ?

  • @fdsdfsdfsdfsify
    @fdsdfsdfsdfsify 10 місяців тому +404

    Amazing video, now I've got a better understanding of why the USA is so openly willing to protect Taiwan in the case if China decides to make a move.

    • @veramae4098
      @veramae4098 10 місяців тому +93

      Also, treaties.
      Also, democracy vs. dictatorship.

    • @alextjflorida
      @alextjflorida 10 місяців тому +67

      PROTECT my a**.

    • @JuanCarlos-ms6im
      @JuanCarlos-ms6im 10 місяців тому +24

      In 1955 President Eisenhower promised that we would defend Taiwan. We're in a treaty

  • @BastienAdrien
    @BastienAdrien 10 місяців тому +1

    Never had I understood the chip issue in just 10 min that clearly
    awesome production Vox - thanks for that

  • @user-zt2sd9ry3y
    @user-zt2sd9ry3y 4 місяці тому +15

    As a Chinese, I'm more than happy that you really think so😊

  • @imfhr
    @imfhr 10 місяців тому +6

    Excellent production team to export a highly informative video to show mass people what exactly going on between these two giants.

  • @ambition112
    @ambition112 6 місяців тому +6

    1:23: 👥 China's monumental effort to transform the semiconductor industry has led to a Cold War with the US over security concerns.
    2:14: The US government believed a deep partnership with chip companies would ensure access to the most advanced ones.
    2:48: Many chip companies moved their manufacturing to countries with cheaper labor, encouraged by the US government.
    3:26: Allied governments began investing in their own chip companies, leading to a struggle with the US over security.
    7:00: 🌎 The US and China are engaging in a new Cold War over the chip industry, forcing countries and companies to pick sides.
    9:02: Taiwan owns the most important choke point in the chip supply chain, manufacturing 63% of all chips and 92% of all advanced chips.
    9:23: The US export controls have forced Taiwan's companies to choose between defying the US and selling to China or complying and cutting off China from some of its chips.
    Recap by Tammy AI

  • @JA-pn4ji
    @JA-pn4ji 10 місяців тому +202

    The chip war is not in the narrow sense about security. It is about the United States maintaining its technological superiority over a rival which in turn affects its economic and military supremacy.

    • @havencat9337
      @havencat9337 10 місяців тому +4

      a very fair thing to do, we need to listen to the masters

    • @stashiv
      @stashiv 10 місяців тому +33

      It may be of interest to note, Economic security falls under the national security blanket

    • @kingoftherobots
      @kingoftherobots 10 місяців тому +34

      which is security....

  • @mastersonogashira1796
    @mastersonogashira1796 10 місяців тому +6

    I honestly think one side holding a technology is scary, no matter if it’s us or them. Like a wise man once said, nuclear weapon keeps us safe because both side have them

    • @blerst7066
      @blerst7066 3 місяці тому

      I don't think someone who claims nuclear weapons "keep us safe" is someone to be trusted.

    • @mastersonogashira1796
      @mastersonogashira1796 3 місяці тому

      @@blerst7066 you can’t ignore the fact that despite tension, major nuclear power has rarely gone to war against each other

  • @johnalwang
    @johnalwang 9 місяців тому +10

    everyone stands up for their own interest. For China and all other developing countries the current intellectual properties are not quite fair. So it's more of a struggle for market and technology as well as the interpretation of rules.

  • @jamesrogers1554
    @jamesrogers1554 9 місяців тому +99

    One of the other key points as to why the US is so protective is their understanding of Chinese technological development. China doesn’t have the same innovation priorities that the US does so their ability to grow organically is impaired. However they have remarkable abilities in breaking down, analyzing, and replicating preexisting components and tech. Thus getting blueprints or samples of cutting edge technology can enable them to catapult the the forefront.

    • @MultiNike79
      @MultiNike79 9 місяців тому +12

      Aha. I invented the most quick ray-tracing system (20 times quicker than NVidia's solution) for Huawei. But this guys cannot develop own technologies, only clone other.

    • @MBop-xh8gl
      @MBop-xh8gl 9 місяців тому +20

      "Replicating" is another word for "stealing" and "copying".

    • @hinzuzufugen7358
      @hinzuzufugen7358 9 місяців тому +9

      @@MultiNike79 A professor in Singapore had one point, in 2003: The Chinese profited a lot from Ex-Soviet engineers for strategic weapon-making. The US was sleeping while China bought them up. Are you one of those? Would you help them to improve nukes?

  • @gharbisedky
    @gharbisedky 10 місяців тому

    Magnifique, la concurrence actuellement est axée sur le développement de chipsets pour l'AI et le 5G . Merci pour cette vidéo explicative

  • @TellenJones
    @TellenJones Місяць тому +18

    Think they miss-spelled "Wish" as "Why".

  • @ritemolawbks8012
    @ritemolawbks8012 10 місяців тому +14

    It safe to say that regardless of which political party controls the White House and Congress, it won't affect the foreign policy strategy of "containing" China. One of the few positives of superpower competition is the advancement of scientific and technological knowledge.

  • @TaiwanKC
    @TaiwanKC 10 місяців тому +26

    This is the one of the best videos I have seen recently on the chip war, easy to understand with in-depth analysis. Thank you.

  • @amanagarwal1383
    @amanagarwal1383 10 місяців тому +6

    Why don't we see content like this more often from Vox... Brilliant, absolutely brilliant 👍

  • @user-zi3hz7je4v
    @user-zi3hz7je4v 9 місяців тому +5

    For so many years, under the siege of the West, China has never lost any industrial competition. On the contrary, it has become stronger in all fields. There are two reasons. One is that the entire Chinese society maintains a sense of seriousness and collective honor , 2 is the solidity of the education industry and the seriousness of parents in the education of their children! In fact, China has never thought of competing with any country, it just became stronger naturally under the serious attitude of the whole society

  • @user-wl1qw3rn7c
    @user-wl1qw3rn7c 3 місяці тому +11

    The United States is trying its best to suppress Huawei. Huawei mate60pro 5G mobile phone is released, and the self-developed Kirin 9000s 5G SOC is back. Let's slap those who think they can defeat Chinese semiconductors! I like to watch you guys talk freely, but none of them become reality!🤣🤣

  • @mapletibits6372
    @mapletibits6372 10 місяців тому +433

    First, am not here to defend China (If you're a hater, then move on. I am here for evident-based discussion). Second, Vox team did a great job on summarizing tech/chip war happening now between China vs US in 10 min vid.
    My first critic, the title is an eye-grabber; this war is on-going and China has not lost yet. It should be better titled, 'Why China is losing the microchip war up to this point'.
    Now for some details not presented in the video to add another layer to this discussion.
    First point on microchip itself: while microchip indeed are essential in all modern tech, the advanced chips (10nm) and the ones that China is losing right now is the advanced chips (

    • @willaimoconnell9430
      @willaimoconnell9430 7 місяців тому +5

      1) a lot of real life counterfactuals would provide evidence that the not disciplined enough productivity slur is a racial trope and a self interested claim by a CEO. Doesn't matter, it's far from factual and clearly convenient.
      2) 5-10 years in a Chinese sector known for extensive corruption and visionware is a long time and a long reality from consistent dependable quality chip production.
      3) None of this mentions industrial software development skills. Which is a problem for China and subject to a whole separate ring of tech sanctions.
      4) Capital is at a premium in China and all of this requires massive investment over years.
      I'm sure China could overcome this, but the list of other critical challenges is a long one. The real question is how long ( for I am certain China will) when several competing calls on national priority demand time, capital and human attention?

    • @surelo9996
      @surelo9996 7 місяців тому +7

      China will be giant north korea in 10 years. We will not be able to see chinese from china anymore like in 1980s. I remember when i first saw chinese in vancouver i was shouting : mom see, chinese. Just like if we see north korean on the street today...mom look, its north korean....

    • @user-mc1gc9uj5p
      @user-mc1gc9uj5p 7 місяців тому +53

      Dued , you really think this account videos are meant to discuss the real issue? They want to know what they already know.Don't waste time on them.They really want to know: when and how China lose.

    • @nickngunjiri4282
      @nickngunjiri4282 6 місяців тому +18

      ​@@surelo9996lol 😂 Chinese population in the United States existed before the 1980s, see Chinatowns in Manhattan, Brooklyn (three), and Queens. Manhattan.

  • @bobchong
    @bobchong 4 місяці тому +4

    With China now imposing limitation in exports of raw materials for chips is hard to say now who will win the game in the end. In my opinion most obviously only lose-lose.

  • @zacharydavis4398
    @zacharydavis4398 9 місяців тому +2

    Thanks for spending the time to create and share this content awareness

  • @rubencouso7497
    @rubencouso7497 2 місяці тому +10

    This was ageing bad before Huawei Mate P 60 pro with 7 nm chip and 5 G with satellital calls :)

  • @88spatte
    @88spatte 10 місяців тому +2

    There is a substantial amount of "video game" thinking regarding the semiconductor industry with respect to the geopolitical struggle that is immature. The chips used today in most of the world's missiles are earlier generations, which ML China can already produce. Furthermore, the applications for these high-end chips are generally for expensive consumer electronics, and they have marginal use in the near future for military applications (AI, ML, buzzwords go here), that need to be coupled with a hard turn towards drone technology to apply them that hasn't happened in the US yet. The exclusion of ASML from being able to sell to China does three things that the US probably doesn't want: 1) hurts ASML's revenue and market share 2) allows space (and creates security necessity) for a ML Chinese toolmaker to develop, and 3) helps feed the perception of ML Chinese that the West is "keeping them down", by restricting access to technology they've been licensing for years. This is, in fact, what the West wants to do, but it hasn't gotten its own house in order, and is making piecemeal changes when it needs to pull the fire alarm.

  • @musafawundu6718
    @musafawundu6718 9 місяців тому

    As far as the most of the non-Western world is concerned, it is only good that there be a diversification of politico-strategic blocks and non-Western and other countries not alligned with the United States is possession of advanced IC chip and IC chip equipment capabilities and technologies. That makes it easier for them to have a choice and also brings down prices potentially...

  • @geoemm
    @geoemm 10 місяців тому +1977

    ASML is the most important company in the world most people have never heard of.

    • @MaximSupernov
      @MaximSupernov 10 місяців тому +77

      ASML is well known in Asia.

    • @samsonsoturian6013
      @samsonsoturian6013 10 місяців тому +37

      Well, there's Fiserv, United Health, Protor & Gamble, Merck and others.

    • @golfyoohoo
      @golfyoohoo 10 місяців тому +46

      @@MaximSupernov NMSL is also well known in Asia.

    • @KICK839
      @KICK839 10 місяців тому +29

      Most people in west*

  • @bluex610
    @bluex610 10 місяців тому +5

    IMO, asml, tsmc, Amd, and Nvidia are all really great companies to invest in. They're literally in most tech out there. Underrated stocks still imo. Got lucky and bought them when they were low, so easier for me to tout about them. But I still believe in them so I recommend them long term. Not financial advice, just my opinion haha.