AMD, INTC Slip as China Moves Away from Western Tech

China officials tell telecom carriers to phase out foreign chips. Renita Young discusses this as China was Intel’s (INTC) largest market in 2023 and China was AMD’s third largest market in 2023. Tune in to find out more about the stock market today.
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Пікірлер: 119

  • @happymelon7129
    @happymelon7129Ай бұрын

    This is U$A dream come true .. China helping U$A to stop chip companies from supplying Chinese companies. So great to see the two governments working together.

  • @windsong3wong828

    @windsong3wong828

    Ай бұрын

    👍 Great . Win win.

  • @ds-kj8fq

    @ds-kj8fq

    Ай бұрын

    It's a nice thing to see when two people work together for the same gold

  • @drk7016

    @drk7016

    Ай бұрын

    US government is traitor

  • @mattyghost3409

    @mattyghost3409

    Ай бұрын

    Yup and short Chinese EV companies like NIO which is at 52 week lows

  • @windsong3wong828

    @windsong3wong828

    Ай бұрын

    @@mattyghost3409 It is a no brainer that the two economies will disengage. I am a Malaysian and we are buying all the affordable Chinese products at half the price of the USA ones. We will let the Americans buy the expensive American products.

  • @zhan9207
    @zhan9207Ай бұрын

    Great move by China, exactly what the US wants: no "US" chips to China😂

  • @yaoxun

    @yaoxun

    Ай бұрын

    we still want potato chips

  • @Wongseifu548

    @Wongseifu548

    Ай бұрын

    Is that why china left Nvidia out of its list....

  • @genebonjour5545

    @genebonjour5545

    Ай бұрын

    Everyones needs drop china and buy indian chips

  • @ltribley

    @ltribley

    Ай бұрын

    What Indian chips? Banana chips? Tech companies who have tried to make Chips in India have failed. India DOES NOT have sufficient skilled labor, and the education system to develop the labor. While India was making iPhones its been stated they are of inferior quality and being distributed to limited markets. The companies that have tried were not impressed with the poor working habits of the employees. The infrastructure is bad, and supply chains poor. Different regions of the country treat companies differently, some aggressively, including unnecessary lawsuits, etc. forcing them to leave. It's likely censored, but Built in India has been a failure.

  • @jogana6909

    @jogana6909

    Ай бұрын

    The United States has been shouting about decoupling from China. Isn't this progress?

  • @Herodotus__
    @Herodotus__Ай бұрын

    Yellen will go back to China, " why are you overproducing chips"

  • @Ahda108

    @Ahda108

    Ай бұрын

    What flavor?

  • @jacksmith-mu3ee

    @jacksmith-mu3ee

    Ай бұрын

    ​@@Ahda108 silicon flavor

  • @fatdoi003

    @fatdoi003

    Ай бұрын

    @@Ahda108 mushroom

  • @DanBurgaud
    @DanBurgaudАй бұрын

    Biden: "China is now allowed to buy American Chips." Xi: "We will not buy any American Chips." Biden: "Wait ... I was only joking." China: "I am not."

  • @MrPathorock
    @MrPathorockАй бұрын

    Once China masters the high end chip manufacture, guess what? your gaming computer will be half the price! Win-win!

  • @Jacktan9203

    @Jacktan9203

    Ай бұрын

    Looking forward to that day 😅

  • @rayhuang6155

    @rayhuang6155

    Ай бұрын

    not 50% is 30%😂

  • @royk7712

    @royk7712

    Ай бұрын

    I hope so. We want cheap gpu. Nvidia is fckng greedy as a vampire

  • @godfreytan1001
    @godfreytan1001Ай бұрын

    US got what it wanted. Congratulations...

  • @ensh888888
    @ensh888888Ай бұрын

    US banned Chips to China...China stops procurements of US Chips....What is the problem again ? This is Karma baby...yea 💪

  • @edie930
    @edie930Ай бұрын

    Salute to china👍👍👍

  • @kennyyodune1727
    @kennyyodune1727Ай бұрын

    "But you'll still buy our potato chips, right? Right?!" - The US

  • @chillxxx241

    @chillxxx241

    Ай бұрын

    Dumb post of the day.

  • @happymelon7129
    @happymelon7129Ай бұрын

    % of the cars produced are exported. Germany: 75% South Korea: 70% Japan: 50% China: 15% U$ : China has overcapacity.😆

  • @priscillaferguson267
    @priscillaferguson267Ай бұрын

    Great News! Definitely stop using any foreign chips and be self-reliant on China's own technology. It's just a matter of time for advanced technology for Chinese Chips to continue to progress and flourish in Chinese products.

  • @MC-dg5td

    @MC-dg5td

    Ай бұрын

    In the name of national security for both countries!!!!

  • @jason-us8pc
    @jason-us8pcАй бұрын

    What is the arguments - chips is national security - you ask for it and you must expect the answer>?

  • @Ghe480
    @Ghe480Ай бұрын

    Oppo & Vivo, Xiaomi should stop using Snapdragon chipset in their handset. Reasons, national security issues.

  • @andrean2247

    @andrean2247

    13 күн бұрын

    Soon. And meta & google should banned on lower class phone.

  • @MrPathorock
    @MrPathorockАй бұрын

    Thank you China for helping USA to decouple

  • @douginorlando6260
    @douginorlando6260Ай бұрын

    Long term prospects for Intel/AND/Micron etc are not good. The cash flow may not sustain R&D budgets … especially if CEOs tied their bonuses to stock prices (they will use R&D budgets to buy back stock).

  • @carolynred4616

    @carolynred4616

    23 күн бұрын

    Need a buyback 🎉

  • @happymelon7129
    @happymelon7129Ай бұрын

    Research experts at Canalys report that Dell was the biggest loser in last year's Chinese PC hardware sales with a 44% fall

  • @nsng1298

    @nsng1298

    Ай бұрын

    Dell decided not to use China manufactured chips in its products. Due to this stupid decision, Dell has lost a large share of the China market.

  • @fatdoi003

    @fatdoi003

    Ай бұрын

    chinese ain't stupid especially those can use PCs

  • @kiyoshitakeda452
    @kiyoshitakeda452Ай бұрын

    Great to see a major nation become more economically/technically independent. I wonder if the "old guy" is paying attention?

  • @johnnywalker2870
    @johnnywalker2870Ай бұрын

    Is China derisking??😂😂😂

  • @Trueye-sl2mr

    @Trueye-sl2mr

    Ай бұрын

    YES!

  • @masterkoi29
    @masterkoi29Ай бұрын

    Huawei Ascend was the dangerous AI chip which Nvidia knows that will take down Nvidia. Also Huawei developing new advanced chip which will soon be released

  • @happymelon7129
    @happymelon7129Ай бұрын

    It is bully and NOT a competition when only one side(U$A) can change rules. Just like your classmate(U$A) use his family power coercing the stationary shop(ASML,Japan,..) NOT to sell stationary to you.

  • @vister6757

    @vister6757

    Ай бұрын

    America is acting like a communist when they decided to do that.

  • @wentjen
    @wentjenАй бұрын

    This is great news to America. Congrats!!

  • @whatyousaid1375
    @whatyousaid1375Ай бұрын

    China takes advice from Yellen that Intel & AMD overcapacity. 😂😂😂

  • @fatdoi003

    @fatdoi003

    Ай бұрын

    soon TSMC

  • @lokechanmun8587
    @lokechanmun8587Ай бұрын

    The Intel and AMD chip for PCs and Servers are overkill in processing power for most applications. So even if China's own CPUs may not be on par with US chips for performance, it is more than adequate for most users.

  • @happymelon7129

    @happymelon7129

    Ай бұрын

    correct , office work don't need that power.

  • @royk7712

    @royk7712

    Ай бұрын

    It will create a market for weak domestic chip maker to survive and they will develop more high end chip. Genius strategy

  • @michaelloo8985
    @michaelloo8985Ай бұрын

    Sanctions! Sanctions! Is that what America wants!!! LOL

  • @user-eu1ue5iy7v
    @user-eu1ue5iy7vАй бұрын

    🤣🤣🤣 us is done

  • @ds-kj8fq
    @ds-kj8fqАй бұрын

    Back you'll see the chinese companies will float the market with cheap Chips

  • @windsong3wong828
    @windsong3wong828Ай бұрын

    Win win if China stop buying the expensive USA chips . Replace it with cheap Chinese chips. Everyone in the world benefits.

  • @johnnyq4260
    @johnnyq4260Ай бұрын

    Good for our national security, yay!

  • @happymelon7129
    @happymelon7129Ай бұрын

    Next to phase out is Windows OS. Having backdoor for C;;;1'''A

  • @jogana6909

    @jogana6909

    Ай бұрын

    China government agencies have banned windows from using Linux for more than ten years.

  • @AntiWar_dude
    @AntiWar_dudeАй бұрын

    It’s not western 😅 chips and its American chips - 😂😂😂😂😂😂

  • @myconossun
    @myconossunАй бұрын

    This news title is misleading and should be changed to “American Tech”. China is not derisking from Western Tech, only American Tech that is. No hard feelings. 🤭

  • @alexrahardjazh
    @alexrahardjazhАй бұрын

    Hahaha great news. China must find her own chips and programming language that also work swell 😁😁😁😁😁😁😁

  • @Themanwhocantbemoved-zb7py

    @Themanwhocantbemoved-zb7py

    Ай бұрын

    They have advance chips and also they have programmers and system analyst to do that, it's a whole package.

  • @vister6757

    @vister6757

    Ай бұрын

    It's good for China and the rest of the world.

  • @jogana6909
    @jogana6909Ай бұрын

    This is the result when you are unwilling to sell products to your biggest customers.

  • @Cordycep1
    @Cordycep1Ай бұрын

    those CHinese are using Mediatek for the phone so they wil become dominating force in network and computer.

  • @arreydharma5784
    @arreydharma5784Ай бұрын

    Funny how US is upset when they are complying to US request not to have US chips to china. Come on Karen, make up your mind

  • @HankSydney
    @HankSydneyАй бұрын

    surely, this retaliation is anticipated. surely, counter measures to these retaliation are already in place

  • @pr0newbie

    @pr0newbie

    Ай бұрын

    Retaliation?? It's an acknowledgement of what the US wants. Let's see how the US retaliates.

  • @kennethkueh1256
    @kennethkueh1256Ай бұрын

    American term is 'derisk'. Don't wow wow.

  • @qake2021
    @qake2021Ай бұрын

    👏👏👏👍👍👍🤣🤣🤣

  • @ntokozolugogo4762
    @ntokozolugogo4762Ай бұрын

    Good staff China

  • @abimanyusatya8850
    @abimanyusatya8850Ай бұрын

    Other people just focus in crypto market and they can't see this stock and his dividend to grow their asset

  • @compucareteam3165
    @compucareteam3165Ай бұрын

    how come ony AMD and INTEL>>>

  • @Ahda108

    @Ahda108

    Ай бұрын

    Cos NVDA can't be sold in China!

  • @vister6757

    @vister6757

    Ай бұрын

    Because intel and AMD are forced not to be able to sell to China. They want to but they cannot but it's not all types of chips yet the firms are unhappy because that reduce their sales and profits. The America media side will tell you it's no big deal and it's great decision by the government but INTEL & AML will tell you otherwise.

  • @ronsilva7394
    @ronsilva7394Ай бұрын

    We already gave them the technology . Well done US leadership , more short term thinking .

  • @DW-op7ly

    @DW-op7ly

    Ай бұрын

    Whose we? China is on par with the rest of the world when it comes to semiconductor chips Only behind Taiwan on the most advanced semiconductor chips The Chinese had “virtually” no chip making ability/foundries 6 years ago The rest of the world led by the USA thought it was a good idea to cut off chips and chip making equipment and force them to innovate Mind you where these days China leads the world in 37 of 44 critical technologies of the future So let’s go after them in 1 of the 7 technologies they are behind in… Now they are going after legacy chip markets 👇 How Close Is China to World Dominance in Legacy Semiconductors? 27-02-2024 | By Paul Whytock * Bread and Butter Technology Obviously, China would like to be a major player when it comes to high-end sophisticated semiconductor devices, but that doesn’t mean they are not interested in the bread-and-butter end of the market, particularly when it comes to legacy products. In fact, they are very interested in the legacy market, and there are some very good reasons why. Legacy devices make up a huge amount of global chip sales. Most chips manufactured today are not advanced chips but legacy chips, and around 71% of devices * China's Aggressive Expansion in the Semiconductor Industry In September 2023, Reuters reported that China was set to launch a new state-backed fund aimed at raising about €43bn to support its chip industry, and according to research analysts, the Rhodium Group, in less than ten years, China is expected to domestically add nearly as much 50-180nm wafer manufacturing capacity as the rest of the World. The views of industry analysts and observers vary, but generally speaking, it’s thought that 22 wafer fabs are being built in the country, and there is an overall plan to create a total of 30 new wafer fabrication plants. Many of these will concentrate on the production of legacy devices. As for market share, industry intelligence gatherers Trendforce believe China’s legacy chip manufacturing base could provide as much as 30% of the global demand for older devices. ElectroPages

  • @DW-op7ly

    @DW-op7ly

    Ай бұрын

    There is now a 7 volume 27 book series on what the Chinese invented that says we copied from them 👇 Why was China erased from Western memory The remarkable history of Chinese invention - Why was China erased from Western memory? Article by 龙信明 Introduction Joseph Needham was an English medical doctor and biologist, teaching in England in the 1930s. By an accident of fate he acquired some Chinese students, and was intrigued to hear their claims of so many medical and scientific discoveries having originated in China, rather than in the West. Needham became fully fluent in Chinese, and eventually moved to China in 1942 to investigate these claims and to research the entire history of Chinese invention. That work led to an astonishing voyage of historical discovery. Needham originally planned to write a book cataloguing Chinese inventions, but his first volume barely scratched the surface of his subject. He slowly gatherred many of his students into this enterprise, and they eventually wrote a collection of 26 books, to catalog the history of Chinese discovery. Myth and Misrepresentation It leaves one speechless to learn the vast extent of things invented by the Chinese many hundreds of years, and often several millennia, before they appeared in the West. MySingaporeBlogSpot

  • @silafaupaulmeredith7251

    @silafaupaulmeredith7251

    Ай бұрын

    Maybe 15 years ago but they are now leading in 5G EVs Batteries etc They produce far more STEM graduates each years than the US and the west combined and file more patents and any other country Welcome to the Multipolar World Mate

  • @chaz4609
    @chaz4609Ай бұрын

    Jai Hind. We indians will be very happy if China also wants to de-risk from Indian technology.

  • @Themanwhocantbemoved-zb7py

    @Themanwhocantbemoved-zb7py

    Ай бұрын

    😂😂😂😂😂 what indian technology😂😂😂 India has no technology at all....

  • @inktownfishing4505

    @inktownfishing4505

    Ай бұрын

    Using poop for fertilizer is old tec.

  • @wisdomtan490

    @wisdomtan490

    Ай бұрын

    Indian technology - you can dream on. You can't even have a proper toilets in place .

  • @wisdomtan490

    @wisdomtan490

    Ай бұрын

    India will be lucky if China still supplies them huge capital goods for their corporations to grow. Once it stopped , huge inflation will hit India economy.

  • @HK-tj8tf

    @HK-tj8tf

    Ай бұрын

    What is Indian technology? The trains without doors?

  • @tedchandran
    @tedchandranАй бұрын

    Jai Hinduja. We Indians will not agree to supply our advanced microprocessors to China for National Security reasons.

  • @jklee5419
    @jklee5419Ай бұрын

    Sooner or later, the world will face an overcapacity of chips😂😂😂😂