America’s Big Chipmaking Blunder

ASML is behind what’s arguably the most important technology in the world right now: extreme ultraviolet lithography machines. Without these $200 million EUV machines and the semiconductors they make, there’d be no artificial intelligence revolution and the global economy would begin to slow. While the machines made in the Netherlands are sold mostly to companies in Taiwan and South Korea - TSMC and Samsung - Intel was very late to the game. The US government meanwhile under both Donald Trump and Joe Biden has been scrambling to ensure none of the machines are sold to China.
Read more on Bloomberg:
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Chapters:
00:00 Introduction
00:50 What is extreme ultraviolet lithography?
03:02 Early research in the United States
04:44 Intel’s strategic mistake
05:36 Huawei sparks China worries
07:00 The CHIPS Act and US recovery
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Пікірлер: 1 300

  • @business
    @business29 күн бұрын

    Get unlimited access to Bloomberg.com for $1.99/month for the first 3 months: www.bloomberg.com/subscriptions?in_source=KZreadOriginals

  • @roxaskinghearts

    @roxaskinghearts

    27 күн бұрын

    What society needs is lab chips in everyones hands why isnt there a case for my phone or a camera on my phone made to take close up shots of something on like a glove or swab light can tell us alot just bouncing it off substances can tell us how dense the material is to reflection speed and distortions to sound waves why isnt there one of these yet to tell me how many calories are in my food

  • @christ.4977

    @christ.4977

    27 күн бұрын

    They're building a water intensive process in Arizona where droughts and water supply are a big risk. Colossal mistake after colossal mistake.

  • @antonleimbach648
    @antonleimbach64829 күн бұрын

    After spending 20 years as a salaried manager in corporate America I can truly say that management is the root of Americas lack of innovation. The majority of managers are focused on meetings, talking on the phone, and working on networking (talking to people for no reason).

  • @samrapheal1828

    @samrapheal1828

    29 күн бұрын

    Re: "Boeing" spindown

  • @GussySlayer

    @GussySlayer

    29 күн бұрын

    1000%

  • @TinyBlitz8

    @TinyBlitz8

    29 күн бұрын

    Very well said, especially woke companies who hire inefficient loud mouth employees who only talk but can’t walk the walk.

  • @iroulis

    @iroulis

    29 күн бұрын

    AI can do all middle and upper management functions, talking, right now, but all the chatter is about AI controlled robots replacing blue collar workers and lower management/supervisory that require hands on physical presence.

  • @danielli9167

    @danielli9167

    29 күн бұрын

    Entirely agreed. I used to work in a US company. The team had a meeting of 1 hour every day at 9:30am. Yet, After 5 years, a team of 15 people could not develop a simple electro-mech device, and could not design a gasket correctly (after 5 years of trial, still leaking). Amazing and insane.

  • @shazmosushi
    @shazmosushi29 күн бұрын

    The two brightest flames of US advanced manufacturing (Intel and Boeing) have recently made such massive and historic missteps in the last decade. It's really sad.

  • @johnl.7754

    @johnl.7754

    29 күн бұрын

    Probably due to short term stock returns thinking

  • @AthleticHobo-br4qh

    @AthleticHobo-br4qh

    29 күн бұрын

    Same thing happened with Kodak, short term thinking, even though they invented the digital camera.

  • @Hans-gb4mv

    @Hans-gb4mv

    29 күн бұрын

    Except that Intel never was in the business of building lithography machines.

  • @Shambles7698

    @Shambles7698

    29 күн бұрын

    Intel will never beat TSMC. Maybe they can Samsung because of Intel a semiconductor company but not TSMC

  • @andrewallen9993

    @andrewallen9993

    29 күн бұрын

    But they have paid the most bonuses to c suite executives ever thanks to rewarding short term large profits by eating the companies seed corn.

  • @glennjames7107
    @glennjames710729 күн бұрын

    The real reason the US and all western nations missed out on this wave is because corporate heads wanted to produce their products in a cheap environment to maximize profits. Now all of the supply chains and the skilled workers are in Asia.

  • @billwendell6886

    @billwendell6886

    29 күн бұрын

    There are plenty of skilled and mature workers here. Companies won't even consider an application unless you have masters degree.

  • @Booz2020

    @Booz2020

    29 күн бұрын

    Slava TSMC 🇹🇼

  • @thefeof6161

    @thefeof6161

    29 күн бұрын

    ​@@billwendell6886plenty is a comparatives ammount, and "plenty" when compared to asia, is the wrong adjective

  • @badbadbadcat

    @badbadbadcat

    29 күн бұрын

    Suddenly capitalism bad 😭

  • @jkselama9715

    @jkselama9715

    29 күн бұрын

    @@billwendell6886 Then TSMC in Arizona should have no problem filling the job openings, right?

  • @xiphoid2011
    @xiphoid201129 күн бұрын

    This is what happens when a stock price/profit focused CEO controls a tech company.

  • @dordagiovex9989

    @dordagiovex9989

    29 күн бұрын

    bean counters.. they know how to count

  • @liam3284

    @liam3284

    29 күн бұрын

    Not even bean counters, they identify with the stockholder instead of with the company they run. Then all the line managers and accountants are forced to make line go up, instead of resourcing their staff to let them do their job.

  • @quinsutton7097

    @quinsutton7097

    29 күн бұрын

    What happens when tech companies decide that they can exploit workers better in Taiwan because it has laxer labor laws.

  • @mack-uv6gn

    @mack-uv6gn

    28 күн бұрын

    Any company, look at Boeing.

  • @Norsilca

    @Norsilca

    27 күн бұрын

    That's every CEO

  • @chrishan9138
    @chrishan913829 күн бұрын

    Intel: spends $4bn developing the tech but doesn't want to spend $0.2bn buying even a single development unit to use the tech

  • @alaric_3015

    @alaric_3015

    29 күн бұрын

    the US spends billions in making EUV lithography became available, give it to a private US firm just for it to be bought by the dutch

  • @AutoDisheep

    @AutoDisheep

    28 күн бұрын

    Well if you look at the graph, it would make sense why. They thought they had the superior technology, for a couple of years, up until EUV overtook the market.

  • @ABC-ABC1234

    @ABC-ABC1234

    27 күн бұрын

    @@AutoDisheep And guess what; China has been begging USA to give the keys to the kingdom to them. What this video failed to mention is that, without CURRENT cooperation of the USA, ASML can't produce the machine. The necessary software and changes comes from... USA. Without USA ASML would crash.

  • @ESRz

    @ESRz

    24 күн бұрын

    ​@@AutoDisheep The graph shows you only that they were ahead, NOT that they had the best technology. They clearly didn't. Regardless, market lead doesn't depend just on one factor.

  • @maggiejetson7904

    @maggiejetson7904

    15 күн бұрын

    @@AutoDisheep they thought they had the monopoly so if they don't buy it they would still be ok.

  • @phillipchan6044
    @phillipchan604429 күн бұрын

    Morris Chang, the founder of TSMC was a director at Texas Instruments, he was passed up for promotions to less capable peers and saw the glass ceiling for ethnic Chinese. He went back to Taiwan to set up TSMC and the rest was history.

  • @lzl4226

    @lzl4226

    29 күн бұрын

    Qian Xuesen, a cofounder of the Jet Propulsion Lab, was accused of being a communist in the 1950's, got arrested and deported, had to escape to China, he then set up their rocket program and the rest was history.......

  • @doublesman0

    @doublesman0

    28 күн бұрын

    Sweet sweet vengeance for prejudice

  • @liquidsnake6879

    @liquidsnake6879

    28 күн бұрын

    @@lzl4226 So maybe he was a communist, lol if you weren't the last place you'd think to escape to would be 1950s Maoist mainland China in the midst of it's aggressive persecution of counter-revolutionaries. That fact by itself already proves that the accusations were more than likely truthful, and that the Americans were probably saved from further industrial espionage. Looking it up he was also named in documents from the US communist party and sidestepped questions regarding his allegiance to the US, I praise his honesty in pointing out that his allegiances primarily lied with the people of mainland China, but i also understand why the USA would have a problem with one of their premier scientists having such deep ties to an enemy state, both geopolitically and ideologically. Worth pointing out that Qian ended up being one of the primary supporters of all the ridiculous nonsense the CCP has done, from the Cultural Revolution to the Great Leap Forward, to Tiananmen, to calling Deng Xiaoping a "counter-revolutionary" One can argue this was all put on so that the CCP allowed him and his family to thrive in China, but i'm not 100% sure if it wasn't there all along

  • @liquidsnake6879

    @liquidsnake6879

    28 күн бұрын

    Where did you find that statement? Afaik Chang moved to Taiwan after being recruited by the ROC and having been impressed with the progress of Japanese electronics leading him to believe America was falling behind, which was a general perception most people had in the mid 80s After TI he even became the President and COO of General Instrument and before that was Vice-President of TI's semiconductor business before that, which is the highest role you can reach unless the President quits or gets fired. That's not someone being deliberately discriminated against, just someone stuck in a semiconductor role in a company that wasn't that heavily invested in Semiconductors and feeling like he needed to move somewhere else to have a bigger impact TI never really thought of Semiconductors as their primary business. Chang tried to change that, but they remained focused on hardware devices and calculators rather than semiconductor production, leading to his departure to General Instrument and shortly after to Taiwan on invitation by the ROC's president to run their state-sponsored Industrial Technology Research Institute, an opportunity few would pass because nothing is as secure and bottomless as state funds.

  • @eminencerain848

    @eminencerain848

    27 күн бұрын

    Source? Nothing out there including himself shows that there was discrimination against him as the cause.

  • @sflxn
    @sflxn29 күн бұрын

    ASML had the forsight to buy the US company who pioneered EUV. Intel could have bought it. Applied Materials could have bought it. None thought it was worth the effort.

  • @nightshine84

    @nightshine84

    29 күн бұрын

    ASML makes lithography machines for chip making. Applied makes other chip manufacturing machines not lithography. Intel buys those machines to make chips. ASML was the most natural company to buy EUV LLC. Next options would be Nikon & Canon.

  • @4mb127

    @4mb127

    29 күн бұрын

    Obsession on short term profits is really counterproductive.

  • @willengel2458

    @willengel2458

    29 күн бұрын

    TSMC invested in ASML.

  • @billwendell6886

    @billwendell6886

    29 күн бұрын

    Cheaper wages overseas, that is made it profitable.

  • @Booz2020

    @Booz2020

    29 күн бұрын

    Slava TSMC 🇹🇼

  • @bani_niba
    @bani_niba29 күн бұрын

    As a person who used to work in the semiconductor industry for decades: In a society that only believes in laissez-faire capitalism, it's only corporate profits that matters. That leads to all sorts of out-sourcing to increase corporate profits. Everything moves to cheaper locations that can do the work. Other issues like national (or world) security & stability don't mean much to corporations who are slaves to their quarterly returns.

  • @deemey95

    @deemey95

    29 күн бұрын

    Its also only short term profits that matter in a late stage capitalist system. They executives don't need to worry if the company is still around in 20 years, because they will only be there for 5.

  • @BlackBird-gj4sx

    @BlackBird-gj4sx

    29 күн бұрын

    Looks like this tide is breaking. Both Trump and now the Dems are working on this. (FT video on inflation reduction).

  • @ronjon7942

    @ronjon7942

    29 күн бұрын

    @@deemey95Not untrue, but it’s not only the executives who are at fault. It seems like that’s how the entire structure is built, with relatively short, short term gains having such a disproportionate incentive over longer term (and riskier) promises of return. I don’t know a thing about why this Intel CEO made the decision he did, but it’s not outside the realm of possibility he acted upon the information he had at the time. And if I were to be rewarded, both at the corporate level and the personal, with a large stash of cash in a so-called short term, I’d have done the same thing…who wouldn’t?? Also, what’s considered a safer, short term perspective might not have seemed ‘short’ at the time…at least not from our hindsight view now. Maybe he did fk up, but this seems like a common theme amongst all kinds of American industries and companies. To me, this points more to a major flaw in the regulation of our capitalist market system. I just have no idea what the solution could be, much less even know exactly what the flaw is.

  • @jasonmadinya7759

    @jasonmadinya7759

    29 күн бұрын

    its not about moving the manufacturing elsewhere, thats always going to happen. Its that the American company that was actually making chips (both in US and abroad) made the decision to not move forward with with the new techonology because their corporate management didn't think it would be more profitable and were extremely wrong about it. They were handed revolutionary technology paid for by the US taxpayers and said no, our MBAs think we can make marginally more profits without it. It was a bad decision for Intel and bad for U.S.

  • @d1p70

    @d1p70

    29 күн бұрын

    ​@@deemey95yup. there's even a term for this phenomenon... IBGYBG decisions - "I'll be gone, you'll be gone" by the time the real impact of our actions happen.

  • @yeetian2774
    @yeetian277416 күн бұрын

    What US did to Japanese semiconductor industry is really disgusting….RIP Toshiba Semiconductor

  • @wenling3487

    @wenling3487

    13 күн бұрын

    better than what US did to Huawei, kidnapping their Daughter to force surrender. It was Chinese Presidne

  • @Trgn

    @Trgn

    4 күн бұрын

    That's how America always play its hand when it cant compete. All the political rhetoric are just bs pretext.

  • @user-kv1lp8ih8g

    @user-kv1lp8ih8g

    2 күн бұрын

    What did they do?

  • @quickeye100
    @quickeye10029 күн бұрын

    America first time experiencing how it is when they make an advancement and don't capitalize on it, lol

  • @huckleberryfinn6578

    @huckleberryfinn6578

    29 күн бұрын

    As a German or European, this unfortunately sounds very familiar

  • @salecousin5470

    @salecousin5470

    29 күн бұрын

    What country are you talking about when you say America?

  • @usurpvision

    @usurpvision

    29 күн бұрын

    No, our first time was during manifest destiny where the government was giving super cheap land to anyone willing to populate the western and southern fronts. Then when they realized they were running out of space to declare land for the state, they began pretending like that never happened.

  • @usurpvision

    @usurpvision

    29 күн бұрын

    @@salecousin5470 The United States. We just call it America here.

  • @salecousin5470

    @salecousin5470

    29 күн бұрын

    @@usurpvision That defies all logic

  • @unfixablegop
    @unfixablegop29 күн бұрын

    The US really woke up late. ASML bought a stake in the Zeiss subsidiary that makes these crazy mirror focusing systems. ASML only paid a billion dollars for that share. Even just a billion can do great things if you know how to spend it.

  • @e_valley2707

    @e_valley2707

    29 күн бұрын

    Yea, any discussion about EUV without mentioning the 10 years of development and Zeiss is, imo, BS.

  • @mikemuponda1781

    @mikemuponda1781

    29 күн бұрын

    Just a billi ..no biggie 😂😂😂

  • @Swecan76

    @Swecan76

    24 күн бұрын

    @@mikemuponda1781 A billie that could end up as a return on investment as a Trillie. lol.

  • @enemyspotted2467

    @enemyspotted2467

    24 күн бұрын

    It is pretty crazy. The facility that pioneered lithography, developing the technology from a patent to commercial use, did it through a US air force program in the 60’s. That facility later became part of EUV LLC and was purchased by ASML. Most of the challenges faced by EUV were solved in US-based labs.

  • @reddragonflyxx657

    @reddragonflyxx657

    18 күн бұрын

    ​@@mikemuponda1781A billion dollars buys you like 2.6 Twinscan EXE:5000 lithography machines from ASML.

  • @PeetSneekes
    @PeetSneekes29 күн бұрын

    Bloomberg is interviewing itself these days?😂😅

  • @Actor_bad24IK

    @Actor_bad24IK

    29 күн бұрын

    But they always have Great content...high quality picture too

  • @ahilltodieons

    @ahilltodieons

    29 күн бұрын

    I thought the same thing: "We get our information from our sources, which source from sources we've paid to source."

  • @lil----lil

    @lil----lil

    29 күн бұрын

    😅😅

  • @HOPCOUNT

    @HOPCOUNT

    29 күн бұрын

    I don't care for all the industry leading talking heads they bring on anymore.

  • @markd.1025

    @markd.1025

    29 күн бұрын

    @@ahilltodieons they don’t pay to source. Lazy comment

  • @robertolin4568
    @robertolin456829 күн бұрын

    As a Taiwanese involved in semiconductor industry, 5:24 is a very misleading interpretation. Intel has a very different business model than TSMC. It’s a very consumer-facing company, doing both designing and manufacturing. Its profit ties heavily on its capability on launching new product to the market. TSMC only specializes in manufacturing and doesn’t launch any product. You can even say that TSMC’s chip design capability has fallen behind Intel for at least 50 years, in the sense that it doesn’t design its chip at all. Intel trades part of their chip manufacturing capability to chip design business. The differences in business model shouldn’t be interpreted as what the video intended it to be.

  • @KC-vx7gj

    @KC-vx7gj

    28 күн бұрын

    They dont really care avout Taiwanese interest. All they care is getting you to do the hard work from which they can profit

  • @AL-lh2ht

    @AL-lh2ht

    27 күн бұрын

    @@KC-vx7gj They literally made taiwan one of the richest countries per capita in asia.

  • @user-fq5vl3fl1b

    @user-fq5vl3fl1b

    26 күн бұрын

    ​@@AL-lh2htNo, they made California the richest country in North America.

  • @typicalgamer5560

    @typicalgamer5560

    26 күн бұрын

    @@user-fq5vl3fl1bCalifornia isn’t a country

  • @HanSolo__

    @HanSolo__

    25 күн бұрын

    @@typicalgamer5560 Whoosh

  • @tetchuma
    @tetchuma29 күн бұрын

    Regarding the chip shortage: For 4 years, I worked at a Texas-based semiconductor fabrication plant. (DUV and I-line) Our fab has been running 24/7 all throughout the pandemic. The bottleneck problem is, all 300mm wafers have to be put on a train, then a cargo ship or a plane, shipped to either China, Taiwan, Philippines, Japan, South Korea and Malaysia to be cut, then put into their final chip form, then sent back the the US, where they have to be redistributed, then installed wherever they are needed. Some are even installed on their circuit boards after this process, due to the circuitry ALSO being created overseas. There is no facility in the US, that can do this final process in a high capacity scale, nor plans to do this, because it’s cheaper to outsource to other countries. Not forgetting the fact that the machinery needed to do these complicated procedures, are all patented and built by Asian and Norwegian countries. Now, think about it pragmatically; If your country was just getting back to work from the pandemic, who do you think they would prioritize? Themselves or US (who had a president that downplayed Covid, blamed China for it in the first place AND by proxy, caused horrible crimes against citizens of any and all, Asian decent) ? I say that only because right after we had gotten shipments caught up after Trumps “tariff war” debacle (which is a tax that WE, the consumers pay) then we got hit by the pandemic. Once gain, we were having to store excess wafers due to the supply chain being backed up. We have $millions of dollars worth of chips that are STILL waiting to be sent overseas, finalized, then sent back. (Then you have factors such as excess shipping containers that are overcrowding Asian and US ports, making organization more difficult, a decrease in truck drivers, the occasional container that falls off the ship in a storm, excess fuel costs slowing down distribution, etc. Some higher end chips are flown over on cargo planes, which has also increased costs due to fuel and pilot shortages.) Y’all want faster chip production? Find a way to move final chip production stateside!!! I left that industry after witnessing poor management and poor future planning.

  • @compugasm

    @compugasm

    19 күн бұрын

    _who do you think they would prioritize?_ I don't blame them for having a China First policy. _downplayed Covid, blamed China for it in the first place_ They're responsible. And we shouldn't look the other way, simply because that was in our temporary best interest. _after Trumps “tariff war” debacle (which is a tax that WE, the consumers pay)_ In the short term, yes. But again, simply short term thinking is what is doing long term damage to our economy. Not only has Biden left in place Trump's tariffs on some $300 billion of Chinese goods; this week, he threatened to triple a 7.5% tariff rate on China steel and aluminum to 25%. So if you're not in favor of Trumps tariffs, Biden will possibly triple-down on it.

  • @crazyelf1

    @crazyelf1

    19 күн бұрын

    I don't think that the politicians have the long term vision to do that and the corporations in the US that own the politicians are only interested in the short term profit.

  • @korakys

    @korakys

    17 күн бұрын

    Costa Rica is working on becoming a leader in microchip packaging. That should fill the hole without being too far away (short ship journey).

  • @tetchuma

    @tetchuma

    17 күн бұрын

    @@korakys Is Costa Rica in the U.S.? No. Are they closer? Yes. Political upheaval from neighboring Central American countries have been known to block, or even, commandeer cargo ships during civil unrest. (These countries still don’t like the U.S. because of the comments made by the last president) Then there’s the other factors: Ships are getting bigger. Yes. Yet the maintenance budget on them is required to somehow… be cheaper than the small ships… to turn a better profit for the ship owner. These shipping companies pay ZERO taxes to our country, because they fly flags of convenience. Ships still sink from time to time. Who pays for it if they are under insured? (Which is most of them) Litigation for these disasters can take decades. Ships can block canals. (Or take out bridges) Harbors get delayed with union strikes and worker shortages. Prices for shipping fuel keeps going up; that translates to more consumer costs. (The company shifts that off of themselves) Why can’t we just agree that the best course of action, is to bring full chip production, state-side? When the Chips Act passed, TI was already paying for the expansion of a Malaysian facility. The Chips Act does not allow that money to go towards foreign countries. So… rather than future proof our country, it was decided to outsource, well, everything. Not even the Chrysler 300/Dodge Charger/Dodge Challengers, are made in the U.S. Every single one of those “American Muscle Car” models were stamped, forged and assembled in Ontario, Canada.

  • @wunwong9251
    @wunwong925129 күн бұрын

    We privatize profits and socialize costs in this country. It's not surprising that Government Sponsored Research results and support for technology gets sold out, the same way we offshore manufacturing. Another self inflicted injury.

  • @quinsutton7097

    @quinsutton7097

    29 күн бұрын

    Maybe we should consider socializing profits too.

  • @AL-lh2ht

    @AL-lh2ht

    27 күн бұрын

    The us is literally the leader in terms of advancing tech and science. all countries subsized their major industries. Also those "privatize profits" gets taxed.

  • @Avantime
    @Avantime29 күн бұрын

    Intel didn't use EUV because they tried to advance past 14nm but got stuck big time, but were too proud to switch tack and either buy from TSMC, or adopt EUV because unlike smartphone ARM chips where smaller nodes mean big power savings and longer battery life, x86 desktop/server chips doesn't need to be that power efficient at higher cost and lower profits. And also because they were facing minimal competition from AMD so could afford to get stuck for years, that is until AMD fought back with Zen/Epyc. If Zen/Epyc didn't exist Intel might still be on 14nm.

  • @qake2021

    @qake2021

    29 күн бұрын

    👌👌👌👍👍👍

  • @williamelewis464

    @williamelewis464

    29 күн бұрын

    We aren't talking about consumer grade chips, the fact you don't get that shows you like to speak about things you don't understand

  • @user-dv5ts3de8e

    @user-dv5ts3de8e

    29 күн бұрын

    Power efficiency is important in any chip, doesnt matter, if you have your personal powerplant for it. Less power consumption means less heat density, so you can cool it with a simple radiator instead of liquid nitrogen and have more cores on higher clock speed.

  • @E3_Kruger

    @E3_Kruger

    29 күн бұрын

    "server chips doesnt need to be power efficient" Just stop.

  • @flyerphil7708

    @flyerphil7708

    29 күн бұрын

    I think you mean tack not tact.

  • @heidelbergaren5054
    @heidelbergaren505429 күн бұрын

    Nothing like government funding when capitalism needs to win

  • @garymail4393

    @garymail4393

    29 күн бұрын

    I hope you are being sarcastic

  • @lawrenceralph7481

    @lawrenceralph7481

    29 күн бұрын

    It is a poison that creates soporific failures.

  • @chadgarcia983

    @chadgarcia983

    29 күн бұрын

    Like China right?

  • @user-mx2hb9yh5r

    @user-mx2hb9yh5r

    29 күн бұрын

    @@chadgarcia983Who do you think china learned from?

  • @TheModeler99

    @TheModeler99

    29 күн бұрын

    @@chadgarcia983 Is China Capitalist?

  • @ronxlii
    @ronxlii29 күн бұрын

    Our early tech companies were started and run by engineers. Over time the engineers running these companies were replaced with bean counters. American workers were laid off and the work was moved overseas to be done at a much lower coast. It was just a matter of time. Blame it on the greed of the top level managers at the expense of the American worker.

  • @quinsutton7097

    @quinsutton7097

    29 күн бұрын

    I don't get that some people believe CEOs work hard. The vast majority now didn't even work hard to get there and were just wealthy enough for the position. They don't do anything, they don't produce anything, they're payed like 500 times more. F88k it, the workers should elect their management.

  • @danielzhang1916

    @danielzhang1916

    5 күн бұрын

    so many managers think they can do the job just as well as engineers, short sighted

  • @nanzansama4180
    @nanzansama418028 күн бұрын

    America's problem is not worlds problem.

  • @riseup3117
    @riseup31177 күн бұрын

    Worked for Intel for 15yrs all in the FAB. Intel lost sight of its reason for existence and became comfortable with its technology lead and began to focus on DEI programs. Dedicating 140 million to that effort of hiring "not the best" but hiring on a demographic representative basis. Having senior executives stating" within a year I will change my staff to 50% women" as their primary focus is an example of this dilution of focus and quality of leadership.

  • @timwildauer5063
    @timwildauer506329 күн бұрын

    Having the machines here in the US means nothing. Almost no one here in the US knows how to run them. We need to invest a lot more in education.

  • @NightshiftCustom

    @NightshiftCustom

    29 күн бұрын

    no one seems to know anything these days lol

  • @jacquelineperet6599

    @jacquelineperet6599

    29 күн бұрын

    Where China excel thank you

  • @Dr.W.Krueger

    @Dr.W.Krueger

    29 күн бұрын

    @@jacquelineperet6599 At stealing knowledge and company secrets? Happened a lot here in Germany during the 90s and early 2000s.

  • @quinsutton7097

    @quinsutton7097

    29 күн бұрын

    It isn't profitable to invest in education.

  • @AL-lh2ht

    @AL-lh2ht

    27 күн бұрын

    You have no idea the amount of chips the US produce do you?

  • @portalminer8813
    @portalminer881329 күн бұрын

    I spent over 25 years at Intel and I have a slightly different perspective. Intel has a "copy exactly" philosophy when it comes to their fabs. All are identical. Intel simply couldn't get enough EUV machines to handle their leading edge capacity needs and they couldn't run different versions of their process in different fabs. So they chose to use a different lithography technique across all fabs. It's called multi patterning and it didn't work so well. Their mistake was in not running what's called a small "boutique" process line to get experience with EUV until they could get sufficient machines. Also the chips TSMC was making were much smaller is size and therefore they could take the hit of lower yields. The smaller the die the higher the yield at a given defect density. So they could get up to speed faster and still ship volume to their customers. It was a hard lesson for Intel but I think they are on their way back to process leadership. Only time will tell.

  • @M69392

    @M69392

    29 күн бұрын

    Intel has and always had "boutique" and not so "boutique" labs running all sorts of experiments. Some fruitful, others not. Management just made the wrong decision at the time, that's all.

  • @sirlesliechao

    @sirlesliechao

    29 күн бұрын

    Multi-patterning has been around for years, and most companies are doing it. It pre-dates mass produced EUV by several years. I think you guys started using it with the 14nm node, which far pre-dates EUV which was first used by Samsung for the 7nm node. It's also used a lot for NAND as well. On the Intel side, EUV was first introduced with Intel 4 (formerly 7nm). Whether there were discussions about using it for 10nm (aka Intel 7) I don't know. But reports that have leaked over time about the difficulties (and the 10nm being close to 5 years late) seem to indicate that they were being too aggressive in scaling as well as the issues surrounding the use of cobalt for some layers instead of the traditional liner + copper. I'm sure management and spending didn't help, but it kinda seemed like you guys had ran yourself into a hole and had to just keep digging.

  • @mintheman7

    @mintheman7

    29 күн бұрын

    As someone that works for a semi equipment maker, I can tell you CE! definitely has been slowing down Intel's progress for decades. We freely share the latest advancements with Intel's competitors such as TSMC, Samsung, but couldn't do so with Intel due to CE! A lot of times we won't even discuss these changes with Intel due to the fear of something getting locked into CE! and freeze our supply chain.

  • @portalminer8813

    @portalminer8813

    28 күн бұрын

    @@mintheman7 What is CE! ?

  • @mintheman7

    @mintheman7

    28 күн бұрын

    @@portalminer8813 Copy Exact is usually shortened to CE! in documents, surprise you didn’t know that after working for Intel.

  • @neuemilch8318
    @neuemilch831829 күн бұрын

    "We don't have to take over the car, we have the fastest racehorses in the stable, our competitors will never catch up with us. EUV is like the internet" - Brian Krzanich

  • @Erik-rp1hi
    @Erik-rp1hi29 күн бұрын

    Intel's ceo blew it.

  • @mrcool7140

    @mrcool7140

    28 күн бұрын

    Read the other comments. It's bigger than that.

  • @lagrangewei
    @lagrangewei29 күн бұрын

    nvidia doesn't even make chip, they just buy them from TSMC, why they market cap goes up was because of speculation on AI. it has nothing to do with chip manufacturing. in fact nvidia only grew because they primary competitor in the past, 3dfx(dead) and ati(now amd), spend more of their money building part of their hardware, while nvidia focus on solely design and software. demostrating the superiority of the outsourcing model. AMD would follow this selling their fab business(now GlobalFoundries) and focus on design and software as well, netting them the deal with sony playstation which is also seeking to get out of making their own hardware. the entire TSMC business is build on outsourcing chip production, if the outsource model isn't superior, it would not have been so dominate, yet it is also misleading to amusing outsource number are the entire chip industry, obiviously intel and many chinese companies that build inhouse are not accounted for. I have yet to see any media put up a decent research that compare both outsource and inhouse production. without which you cannot do a comparison between nvidia and intel as it would be worst than comparing orange to apple.

  • @tomerpaz

    @tomerpaz

    29 күн бұрын

    Exactly! See my comment, I read yours only afterwards:) I tried to explain in my comment that this clip is a great example of Daniel Kahneman bias thinking principle...

  • @user-xq1wz3tp5z

    @user-xq1wz3tp5z

    29 күн бұрын

    Division of labor (specialization) via outsourcing led to vulnerability to geopolitical competition. Also relevant that Intel began bemoaning the huge capex of new fabs 25+ years ago ... and that capital investment has been limited in lots of stateside industry since the imperative, after 1980 shifted to shareholder returns.

  • @tonyng1600

    @tonyng1600

    29 күн бұрын

    the pt of US making chip is not to cut cost compare to TSMC, thats why nobody did it in the first place. just now everyone including europe realize chip is the new oil and you cant have oil in other countries just incase there is a global war breaks out

  • @Allen_Leigh_Canada

    @Allen_Leigh_Canada

    28 күн бұрын

    Intel is still try to do both design and manufacture, but their design is behind AMD, and manufacture is far behind TSMS. What are chances they catch-up on both ends?

  • @rasmusnorberg13

    @rasmusnorberg13

    28 күн бұрын

    I think you're forgetting the exploding revenues and profits for Nvidia.

  • @jaker3151
    @jaker315129 күн бұрын

    I bet the Intel CEO that made the terrible decision still got millions in bonuses, shares and compensation. They always do.

  • @danielzhang1916

    @danielzhang1916

    5 күн бұрын

    it's ridiculous that these CEOs just walk away with millions, even after messing things up

  • @Sjalabais
    @Sjalabais29 күн бұрын

    "One atom thin layers"...wow. Human tech is inching towards the physically possible?

  • @brandonzhang5808

    @brandonzhang5808

    29 күн бұрын

    Always has been

  • @randomname1392

    @randomname1392

    29 күн бұрын

    Well we've kinda reached it a few years ago, we're on the optimization side now

  • @user-zn9ke8um8s

    @user-zn9ke8um8s

    29 күн бұрын

    ​@@randomname1392Quantum computers in every device

  • @gviehmann

    @gviehmann

    29 күн бұрын

    It's about the surface roughness. How hilly and jagged the top atomic layer may be, not the thickness.

  • @billwendell6886

    @billwendell6886

    29 күн бұрын

    Yep. The limit is the fact that the "noise/electrical interference" of the subatomic particles in an atom moving around becomes a problem. Spock says Fascinating.....

  • @kalwongkl
    @kalwongkl29 күн бұрын

    Intel CPUs has been offering IPC gains

  • @crovian7
    @crovian729 күн бұрын

    It started when we outsourced everything to get cheap labor when I was a kid in the 90's. My grandparents worked for HP. They sent everything overseas. That was the worst, most corrupt choice. Now we all pay.

  • @brotherbig4651

    @brotherbig4651

    26 күн бұрын

    No. It starts from Regan.

  • @disneyfan_1237

    @disneyfan_1237

    21 күн бұрын

    Your not thinking like a CEO. If you DONT outsource, then you can't make as much money.

  • @gobimurugesan2411

    @gobimurugesan2411

    20 күн бұрын

    Then ready to buy apple iphone for 3000 dollars...lol

  • @danielzhang1916

    @danielzhang1916

    5 күн бұрын

    @@gobimurugesan2411 iPhones are ridiculously overpriced, I got a Pixel 6 for just $600, can't believe some people are willing to pay $2-3000 for those fancy tablet phones

  • @doctorwilly
    @doctorwilly29 күн бұрын

    TSMC first overtook intel in 2016 at the 10nm node, which wass done without EUV. TSMC's first 7nm in 2018 (similar to Intel's old 10nm) was also done without EUV. EUV wasn't the biggest reason intel fell behind, but why it stuck on 14nm without back up plan for so long still puzzles me to this day.

  • @gobimurugesan2411

    @gobimurugesan2411

    20 күн бұрын

    U become a villain

  • @maggiejetson7904

    @maggiejetson7904

    15 күн бұрын

    CPU profit margin is not that high and Intel was not in mobile business (cell phone) that needed the low power chips. Apple was willing to pay anything to make it, as it doesn't make money off chip but off the phones and ecosystem (software, icloud, etc). Intel miscalculated that they were only competing with other companies making chips instead of phones and ecosystem money.

  • @doctorwilly

    @doctorwilly

    15 күн бұрын

    @@maggiejetson7904 not sure what that has to do with getting stuck on 14nm

  • @concinnus

    @concinnus

    14 күн бұрын

    You're half right. Intel thought they could skip 10nm density on desktop (go from 14 to 7) while staying on DUV. They did it, but it took 4-5 years too long.

  • @doctorwilly

    @doctorwilly

    12 күн бұрын

    @@concinnus which 7nm are you referring to? the "Intel 7" node we know today?? That was known as intel's "10nm node" before a marketing name change to make it sound like a similar class node to TSMC/Samsung. The current "intel 4" node was actually their former 7nm. I am referring to the old 10nm in my comment. the fact is intel tried to migrate from 14nm to 10nm(intel 7) with no success for 7+ years and they did not try to skip it....

  • @hankmiller990
    @hankmiller99020 күн бұрын

    ASML controls the world. Proud to be Dutch.

  • @crissd8283
    @crissd828329 күн бұрын

    Just like Boeing, Intel was run by market people, not engineers. Instead investors put these market people in charge of these companies and ultimately they win because they fail but can convince the government they need our tax dollars. Ultimately, they lead to higher profits because the tax payers make their profits. If an engineer was running the company, they might be winning and not need our tax dollars but their profits are still lower because they don't get our tax dollars. All these subsidies encourage crony capitalism and we get stuck doing this over and over. Just one more bale out for these massive companies. Then Elizabeth Warren, who voted to give these companies massive subsidies, complains these companies have massive profits. You are the one doing it!

  • @LadyF71
    @LadyF7129 күн бұрын

    Sickening that government grants are needed when they should have reinvested in the company. Just 🤒

  • @AL-lh2ht

    @AL-lh2ht

    27 күн бұрын

    All major industries are subized by the government. This is true in all countries.

  • @brotherbig4651

    @brotherbig4651

    26 күн бұрын

    China did the same.

  • @GamerbyDesign
    @GamerbyDesign29 күн бұрын

    Another example of how global trade and outsourcing to save ten cents ruined everything.

  • @brotherbig4651

    @brotherbig4651

    26 күн бұрын

    If you don’t do that, you will have inflation, which is worse than losing jobs.

  • @GamerbyDesign

    @GamerbyDesign

    26 күн бұрын

    @@brotherbig4651 Don't give me that bs were doing it now and still have inflation so what's the difference?

  • @brotherbig4651

    @brotherbig4651

    26 күн бұрын

    @@GamerbyDesign You are currently decoupling with China. A lot of Chinese products are banned. If you allow China to import their electric cars and other manufacturing products, you won’t have an inflation at all. You can buy a new car for 10k in China.

  • @GamerbyDesign

    @GamerbyDesign

    26 күн бұрын

    @@brotherbig4651 And when was the last time you can buy a new car for 10k in the us? There will inflation for a while then new companies will start manufacturing here and it will go back down. Never should have coupled with China in the first place all that it did was help them.

  • @brotherbig4651

    @brotherbig4651

    26 күн бұрын

    @@GamerbyDesign You are dreaming. US don’t have the engineers, labor, and technology to build new factories. Your people don’t even want to work for 5 days a week. They think manufacturing is too boring and exhausting. China built the factory for Tesla in a year. It took Texas 4 years to build a much smaller one for Tesla. TSMC wanted to build a chip factory in Arizona. They couldn’t find enough chip engineers and manufacturing workers in the US. They wanted to import their experts from Taiwan to train local people. And the effort was blocked by anti-immigrant law makers. And if you tell me it is because the workers are not paid fairly in the US, then it means you want to massively increase their wage, which will push up the inflation further.

  • @Below4DC
    @Below4DC29 күн бұрын

    China will get its own duv and euv, its just a matter of time.

  • @pjacobsen1000

    @pjacobsen1000

    27 күн бұрын

    "China will get its own duv and euv, its just a matter of time." So will North Korea, it's just a matter of time. Of course, the big question is: How much time? A decade? Two? A century? These things matter a lot.

  • @EbonySaints

    @EbonySaints

    27 күн бұрын

    ​@@pjacobsen1000A decade would be China being a slowpoke. I wouldn't be surprised if they were at parity with us by the end of the decade. North Korea on the other hand, considering that outside of ballistic missiles and nukes they are still manufacturing early Cold War era weapons at the best of times, probably sometime by the end of the millennium.

  • @danielo9902

    @danielo9902

    25 күн бұрын

    @@pjacobsen1000 look how little time it took china to have its own space station. don't underestimate them

  • @pjacobsen1000

    @pjacobsen1000

    25 күн бұрын

    @@danielo9902 What do you mean by 'how little time'. If you start at the Qin Dynasty, it took them over 2200 years. When do you start counting? If you start counting from the time China first entered space exploration and sent up it's first satellite, that was in 1970, 54 years ago. They launched their first space station in 2011, after 41 years. Is that a 'little time'?

  • @theburden9920

    @theburden9920

    10 күн бұрын

    @@pjacobsen1000 your comparing north korea to china really?

  • @jasonbull179
    @jasonbull1799 күн бұрын

    Bloomberg, can you sort out your audio. How hard is it.

  • @andrewkinsey8754
    @andrewkinsey875427 күн бұрын

    That transitioned from 'America' to 'Intel' pretty swiftly

  • @chi-jenyang9752
    @chi-jenyang975229 күн бұрын

    I am old enough to remember the days when people used to say that governments should not pick winners.

  • @charlesbartlett2569

    @charlesbartlett2569

    29 күн бұрын

    You must be ancient old wise one!

  • @angeladansie4378

    @angeladansie4378

    29 күн бұрын

    That was before globalization. American companies outsourced the jobs AND technology to increase profits. We need the government to subsidize bringing the jobs & technology back (basically bribe them) because corporations only care about money. It's not about "picking a winner," unless you're talking about the USA in general. Right now, we're at the mercy of whatever is happening in the South Pacific for chips. That's INSANE, because they are a fundamental piece in almost everything now. We saw how bad that can be during Covid. Now imagine if China decides to invade Taiwan & manufacturing is halted. Done. No more new cars, phones, and dozens of other items. Or they become unaffordable.

  • @AL-lh2ht

    @AL-lh2ht

    27 күн бұрын

    Literally all major industries are subsized. In all countries too.

  • @passantNL

    @passantNL

    27 күн бұрын

    Yet many of the most successful economies did exactly that. Not picking winners is just a dogma. You just gotta pick wisely. The mistake governments often make is to pick winners by protecting older stagnant industries from more innovative newcomers.

  • @brotherbig4651

    @brotherbig4651

    26 күн бұрын

    Explain what Chinese government is doing and why they are so successful.

  • @tec4303
    @tec430329 күн бұрын

    I'm honestly glad that no single country has the means to make high-end chips. Hopefully that interdependence keeps us from killing each other

  • @raynash4748
    @raynash474829 күн бұрын

    Why..... Lobbyist were able to sway American politicians (Both parties) to abandoned American manufacturing for Cheaper Taiwanese labor.

  • @mapleveritas2698

    @mapleveritas2698

    29 күн бұрын

    Well, no. Check the biography of TSMC's founder. Seriously. You will find the answer there. While you are at it, check the biography of the guy who started China's missile and nuclear efforts. All American educated. Oh, check the biography of the CEO of nVidia as well. See the pattern?

  • @monipenny408

    @monipenny408

    29 күн бұрын

    That's a feature of unbridled capitalism, eventually it will consume everything.

  • @user-tt6il2up4o

    @user-tt6il2up4o

    29 күн бұрын

    Nah BS. What it is in reality Taiwanese engineers and scientists are better.

  • @raynash4748

    @raynash4748

    29 күн бұрын

    @@user-tt6il2up4o That's odd, Then why did TSMC need Intel engineers for setting up its present manufacturing plant. Puzzling..lol

  • @mintheman7

    @mintheman7

    29 күн бұрын

    @@raynash4748 If you think Intel would lift a finger to help TSMC, a direct competitor, then you obviously know nothing about the semiconductor industry. TSMC had a hard time recruiting for their Arizona fab because nobody in his right mind would work 12-hr days, 6 days a week and be on-call 24/7 all for a below US average salary as the engineers do in Taiwan. TSMC had to fly in hundreds of engineers from Taiwan to get the Arizona fab up and running, and they are still multiple years behind schedule.

  • @lagrangewei
    @lagrangewei29 күн бұрын

    TSMC engineer like to say, lithography machines is just the oven, you can't make bread without bakers. the reason US lost the chip race (yes, China already produce more chip), isn't because it doesn't have the best oven, it because american don't want to be the baker, it a hot and boring job. Asian country are ahead because of their culture and willingness to work hard. when TSMC can't find "baker" in the US, the tried to bring them in from Asia, only to be stop by the unions, american unions are destorying US ability to "bake chip", it's that simple. people who talk about this like it a technology mistake, are just diverting attention away from the fact that american rather be youtuber than engineers...

  • @gregorymalchuk272

    @gregorymalchuk272

    29 күн бұрын

    Yeah, they work slaves on 12 hour shifts under adverse conditions. It shouldn't even be legal to sell such chips in western countries.

  • @siyabongampongwana990

    @siyabongampongwana990

    29 күн бұрын

    KZreadr = more status; more status --> women; women prefer men with status over engineers. Engineers get the least action when it comes to women.

  • @KangJangkrik

    @KangJangkrik

    29 күн бұрын

    (Karen comments in 3... 2.. 1..)

  • @nejihiashi

    @nejihiashi

    29 күн бұрын

    Seems like people don't want to get to the dirty jobs they outsource it to low paid workers, those low paid workers actually improved the secret sauce how to bake it to perfection, now they want that secret but the bakers are lazy.

  • @monsterboomer8051

    @monsterboomer8051

    29 күн бұрын

    USA needs more gendah policies. Somehow it will boost invention and tech growth. You know, more transgendah = more tech.

  • @desmondkwang5945
    @desmondkwang594529 күн бұрын

    Many large American companies are too short term focus. Boeing is a perfect example.

  • @henrythegreatamerican8136

    @henrythegreatamerican8136

    29 күн бұрын

    Boeing is an example of what happens when companies pay off politicians to reduce regulations so shareholders can earn bigger dividends.

  • @Trgn

    @Trgn

    4 күн бұрын

    Boeing spent more on economics himan than actually improve products lol

  • @4RILDIGITAL
    @4RILDIGITAL29 күн бұрын

    Fascinating insight into the world of semiconductors and how geopolitical dynamics have shaped its advancement. I've also found the role of EUV technology quite intriguing, bringing a new dimension to our understanding of technological progress. The quantum leap from a small Dutch company to a major players against Japanese companies is an inspiring journey. It’s disappointing that US companies did not capitalize on their investments, affecting their dominance in the market.

  • @013nil

    @013nil

    28 күн бұрын

    yaah and then they (possibly) threatened Dutch to not sell these machines to China.

  • @vueport99
    @vueport9929 күн бұрын

    Same thing happened with GSM mobile technology. Invented by USA but realized in Europe

  • @toddtheisen8386
    @toddtheisen838629 күн бұрын

    USA did the same thing with Middle East oil in the 1970's. Shifted from a net exporter to net importer because foreign oil was "cheap". Then embargoes happened, wars happened and oil became a method for adversaries to attack the USA. Today we are the world's largest producer again but it took decades to fix that mistake.

  • @AL-lh2ht

    @AL-lh2ht

    27 күн бұрын

    The US became the largest producer again do the fracking and advancing technology. Not policy changes.

  • @OKOKOKOKOKOKOK-zn2fy

    @OKOKOKOKOKOKOK-zn2fy

    10 күн бұрын

    They should stop preventing fusion power from entering the market. We could have done fusion decades ago. Oil said no.

  • @maikel3572
    @maikel357229 күн бұрын

    Nice story bro framing it like the US made it all possible but it was Dutch ingenuity and persistence that made it work. It’s technology but how these machines work and how they even figured it out is closer to magic than anything else.

  • @M69392

    @M69392

    29 күн бұрын

    "Dutch ingenuity and persistence", lol. All these companies employ people from all over the world, the teams are 100% international. The only national things are politics and finance.

  • @abrahamharmouche3955

    @abrahamharmouche3955

    29 күн бұрын

    @@M69392 absolutely not, the Dutch to the semiconductor chip industry are what German engineers are to the auto industry. Stop the hate and when you see a Dutch, don’t forget to tell him how much you appreciate! 🇳🇱🇳🇱

  • @M69392

    @M69392

    29 күн бұрын

    @@abrahamharmouche3955 "The hate" ...

  • @abrahamharmouche3955

    @abrahamharmouche3955

    29 күн бұрын

    @@M69392 you heard, put respect on it! 🇳🇱🇳🇱🇳🇱🇳🇱

  • @DDA388

    @DDA388

    29 күн бұрын

    Agree, but don’t forget the Germanz from Zeiss, they put a lot of effort in this as well.

  • @tacticalpoet
    @tacticalpoet29 күн бұрын

    Cryptomining and AI hype bubbles have driven GPU chip demand has been primarily responsible for nvidias growth

  • @WanderingExistence

    @WanderingExistence

    29 күн бұрын

    How are data centers hype?

  • @astroNexx

    @astroNexx

    29 күн бұрын

    bitcoin hasn't been mined with GPU's since 2013. there are companies like bitmain and antminer who produce whole machines and they don't use nvidia at all. this is all AI hype and is likely a huge bubble

  • @ain92ru

    @ain92ru

    29 күн бұрын

    NVidia is a fabless company so that's an irrelevant comparison altogether

  • @RafitoOoO

    @RafitoOoO

    29 күн бұрын

    @@astroNexx Bitcoin wasn't but ETH was mined with GPUs until it moved to PoS. I know because I had half a dozen 3070's mining ETH in 2020~2021 lol. Those cards were literally printing money for a few months until everybody and their moms started mining as well.

  • @smoothbraindetainer

    @smoothbraindetainer

    29 күн бұрын

    Nobody said Bitcoin ​@@astroNexx

  • @SwiftPushkar
    @SwiftPushkar25 күн бұрын

    Name of the documentary is misleading.

  • @elainemunro4621
    @elainemunro462129 күн бұрын

    Applied Materials was the leader in chip making machines un til ASML. What happened on their end to lose out?

  • @Malc.Mclagan
    @Malc.Mclagan29 күн бұрын

    I’m working in Intels Fab34 in Ireland and it’s installing 16 EUVs. They are beasts.

  • @Mayangone
    @Mayangone29 күн бұрын

    By 2027, TSMC, Samsung and Intel new plants will be operating. My question is - who will be buying those newly minted OVERCapacity chips?

  • @NightshiftCustom

    @NightshiftCustom

    29 күн бұрын

    umm every new APU for all xbox/PS's, every new server chip, every new pc AMD/intel cpu, every gpu made by intel, amd, nvidia, all cell phone chips think about it man the list is even bigger then that

  • @davidt02

    @davidt02

    29 күн бұрын

    @@NightshiftCustom What will happen to the fabs in SK and Taiwan if the US starts to flood the market with high end chips?

  • @GBR9794

    @GBR9794

    29 күн бұрын

    @@davidt02 What? TSMC and SK are already making high-end chips. It is the US that needs to catch up on the production capacity. I also worked at AWS (one of three major server companies) and many businesses need so much computation, storage, management capacities from us where we just cannot keep it up without hiring hundred of people every month to keep up the expansion and maintenance. We are literally proping up new sites every three months with capacity of 500k server spaces just in my state's cluster alone.

  • @zen7938

    @zen7938

    29 күн бұрын

    same as the real estate market. Over supply of housing and creating ghost cities. But the fertility rate is going down.

  • @AL-lh2ht

    @AL-lh2ht

    27 күн бұрын

    There is literally a higher demand for chips then production for everything.

  • @Shambles7698
    @Shambles769829 күн бұрын

    Intel will never beat TSMC. They maybe can beat Samsung because intel a pure semiconductor company. but not TSMC

  • @Azuria969

    @Azuria969

    29 күн бұрын

    it will tsmc will be no more soon, since china will occupy

  • @kashyapchonekar5437

    @kashyapchonekar5437

    29 күн бұрын

    intel made finfet first tsmc was the one lagging

  • @Simon-sw4ov

    @Simon-sw4ov

    29 күн бұрын

    as a wise boy once said: never say never

  • @coolyoutubechannel5891

    @coolyoutubechannel5891

    29 күн бұрын

    Never say never. Markets can shift quick with tech breakthroughs. People would of said that about TSMC beating intel in the past.

  • @Simon-sw4ov

    @Simon-sw4ov

    29 күн бұрын

    @@coolyoutubechannel5891 Not just tech. You should also keep geopolitics in mind Edit: especially in this case

  • @TweakRacer
    @TweakRacer18 күн бұрын

    8:28 “Government funding” = taxpayers’ money. 😢

  • @anantokhan1217
    @anantokhan121724 күн бұрын

    Everyone's gangsta until quantum computer shows up

  • @AlexandreMS71
    @AlexandreMS7129 күн бұрын

    I still think all these shenanigans against China are just the correct incentive for them to drop gargantuan amounts of money to develop the technology to catch up and surpass ASML.

  • @Trgn

    @Trgn

    4 күн бұрын

    They are already pumping out mass non high end chips for their own domestic market. It's only a matter of time when they develop their own tech

  • @ChristianStout
    @ChristianStout22 күн бұрын

    The two methods to get beyond 12nm are EUV and "quadruple patterning" on iDUV. EUV is easy, but expensive; quadruple patterning is cheap, but very difficult. Intel always planned on getting EUV machines, they just went with quadruple patterning first, which made them fall behind. Now that TSMC and Samsung have to develop their own quadruple patterning, Intel is catching up.

  • @PacoOtis
    @PacoOtis5 күн бұрын

    Don't you love the Sunday Morning Quarterbacks who know everything after the fact. What arrogance to be so critical about events that were unforeseeable.

  • @JimFeig
    @JimFeig8 күн бұрын

    Wall Street didn't want Intel to buy them. The people who make the lens for the ASML machine is also important.

  • @phunk8607
    @phunk860729 күн бұрын

    Sooo Intel did a Kodak

  • @samrapheal1828

    @samrapheal1828

    29 күн бұрын

    word: "Legacy

  • @shawncooper8131
    @shawncooper813129 күн бұрын

    The USA and Europe need chip making, not next to china. This is an eggs in one basket issue that is being fixed.

  • @allanwrobel6607
    @allanwrobel660715 күн бұрын

    An interesting summary of the industry, just skimed the surface I know but, still thankyou.

  • @CharCharArray
    @CharCharArray18 күн бұрын

    It's a classic story of greed and outsourcing manufacturing to pay lower wages where possible. Intel thought they were big enough to sit on top without innovating until smartphone technology swooped in and demonstrated better performance than Intel PCs. There would be no significant improvements on the CPUs each year, yet they'd charge the same if not more money for each successive product. They were probably making bank with such profit margins. Only after Apple stopped using Intel did that company begin to scramble. The writing was on the wall for Intel the last 10 years and they didn't care until Apple and TSMC built a coffin and said get in

  • @gfan003
    @gfan00329 күн бұрын

    It's a bit too late for the US, as China start to make their own High end chips starting from 7nm in 2023, then 5 - 3nm by the end of this year and possibly 2 - 1nm by 2025. Huawei spends more than 50 billion on innovations annually and has started to build Fabs for the New photon chips which are diamond based, there will be multiple layers and enough space to put everything into one 3d chip while using SHDC laser instead of electricity would mean its' hundreds times faster than the current silicone based chips, also the diamond based chips can release heat much more efficiently.

  • @noobnoob5072

    @noobnoob5072

    24 күн бұрын

    China only managed to make 7nm chips with western tools. Hard to say if the can go any further. As they have to replace all those western tools. That's going to be a challenge.

  • @oldkayakdude
    @oldkayakdude29 күн бұрын

    Why? Corporate greed. Not that hard to realize off shore labor and business tax breaks and lower environmental protection all lead to companies moving operations.

  • @impuls60

    @impuls60

    12 күн бұрын

    Nha, it was just Intel making cpus that was barely better than last gen for like 10 years!

  • @nathangamble125
    @nathangamble12526 күн бұрын

    TSMC overtaking Intel in CPU process size wasn't because of EUV. The first TSMC manufacturing process which overtook Intel was "N7", which was slightly denser than Intel's most advanced process at the time (10nm). N7 doesn't use EUV, it only uses DUV (Deep UV, the predecessor of EUV). However TSMC extended their lead by adopting EUV for N7+ and N6, which were enhancements of the N7 process; while Intel stayed on DUV for "Intel 7", which is what they called their enhanced version of 10nm. Intel will use EUV for their next-gen "Intel 4" process, but TSMC is already making chips (Apple M3) on an "N3" process which is significantly denser. Intel 10nm was a complete disaster, which ended up taking about twice as long to develop as Intel planned, while also being much less reliable and more expensive than expected. Meanwhile, TSMC N7 progressed faster and performed better than most people expected, resulting in Intel competing against AMD's 3rd generation of processors built on N7 (Ryzen 5000-series) with 11th gen Core CPUs built on Intel's old 14nm process from 2014, with half as many cores and double the power usage, for most of 2021, until Intel finally got 12th gen CPUs built on the Intel 7 process out.

  • @onebridge7231
    @onebridge723111 күн бұрын

    The U.S. can afford $100B in chip subsidies. I wonder how far $100B would go in building high quality mental health facilities and long term care for those that need it.

  • @purplemicrodot58
    @purplemicrodot5829 күн бұрын

    2:00 How can a layer be polished to have a thickness of less than one atom? The video goes on later to correctly state that this is impossible at 2:47

  • @pmirsky658

    @pmirsky658

    28 күн бұрын

    It's a SMOOTHNESS of less than one atom, not a thickness. In other words, the variation from the peaks to the troughs of any surface errors are less than one atom in size.

  • @purplemicrodot58

    @purplemicrodot58

    28 күн бұрын

    @@pmirsky658 Ahhhhh. Thanks for the explanation!

  • @happymelon7129
    @happymelon712929 күн бұрын

    The main reason U$A will never able to compete in Chip manufacturing. All the country that do well in chip manufacturing , has Confucianism culture. For chip manufacturing, a high level of discipline is the key, and most Americans today don't possess it. They call it “forced labour" Taiwanese media reported on August 2 that TSMC claimed the production holdup at its Arizona facility was caused by a shortage of trained American labour and that they had sent staff from Taiwan to assist with the factory's development. Labour union officials in Arizona, on the other hand, criticised TSMC for exploiting this as a justification to bring in "low-wage foreign labour."

  • @kennethkong5484

    @kennethkong5484

    29 күн бұрын

    that's deep, too deep for western artificial outlook

  • @samrapheal1828

    @samrapheal1828

    29 күн бұрын

    Correctmundo maximus - look at Boeing's shift from Eng./mfg. company to finance focus. BA's engineers & factory floor workers are NOT the problem, C-suit [mis]management is.

  • @disneyfan_1237

    @disneyfan_1237

    21 күн бұрын

    Yes, the American work ethic and culture is to blame.

  • @happymelon7129

    @happymelon7129

    21 күн бұрын

    @@samrapheal1828 Hope this whistleblower stay safe. 2024-4-18 A Boeing engineer says he was harassed and threatened by the company after raising serious concerns about the safety of its planes. Sam Salehpour, the engineer-turned-whistleblower, also believes assembly flaws in the 787 Dreamliner mean the plane could fall apart and drop to the ground midflight, and that it should be immediately grounded.

  • @Keji839
    @Keji83929 күн бұрын

    this is incredible Journalism. condense and informative. Excited for Intels next advancement... with that being said, how would it affect parallel processing chips like gpus.

  • @veroniquemontrois289
    @veroniquemontrois2899 күн бұрын

    Is it possible that the volume of the different segments is consistent so that my eardrums don't explode??? 😧😧😧

  • @RedEyeFish1
    @RedEyeFish129 күн бұрын

    So the EU and US is going to sanction China EV cars because the China government has subsidized it to make it competitive low price....and Now the US government is begging Intel other chipmakers to take the government grant money to make semiconductors monoploy...I am so confused..

  • @KC-vx7gj

    @KC-vx7gj

    28 күн бұрын

    Thats there M.O. Nothing surprising

  • @greatyoshi16

    @greatyoshi16

    28 күн бұрын

    Tesla is heavily subsidized in US, 7500$ from federal government and up to 7500$ from local governments

  • @Swecan76

    @Swecan76

    24 күн бұрын

    You're confused that USA sees China as a threat in tech industry and national security and don't want China to somehow "speed past" USA. Wow, how can that be confusing?

  • @KomenJolokia-cd4np

    @KomenJolokia-cd4np

    23 күн бұрын

    why arent that many mainland chinese buying chinese ev's?

  • @hansmemling2311
    @hansmemling231129 күн бұрын

    The narrator voice is way too soft in volume. The difference between his voice and those interviewed is way too big also.

  • @oneshothunter9877

    @oneshothunter9877

    29 күн бұрын

    + the frickin' background music. Absolutely not necessary.

  • @NyanyiC

    @NyanyiC

    29 күн бұрын

    I think the sound engineer is the one who messed up

  • @FamousSomewhere
    @FamousSomewhere28 күн бұрын

    Here for the unnecessarily sick bass drop at 5:28

  • @liquidsnake6879
    @liquidsnake687928 күн бұрын

    "A lot of the underlying technology originated in the USA but the main beneficiaries are outside the USA" - What else is new, this is the case in pretty much any field lol

  • @urbanstrencan
    @urbanstrencan29 күн бұрын

    Another great video, love your explanation series 😊❤

  • @FusionC6

    @FusionC6

    29 күн бұрын

    lol what.. this isnt someone in their bedroom making videos.

  • @bugsygoo
    @bugsygoo29 күн бұрын

    When did 'chip making' become one word?

  • @MusehanaH

    @MusehanaH

    29 күн бұрын

    ...probably the day Google became a verb 😄

  • @svdlaan
    @svdlaan11 күн бұрын

    The Dutch, I learned in school more than fifty years ago, since the 'Golden Age' used to be called "the Chinese of Europe."

  • @thorntontarr2894
    @thorntontarr289429 күн бұрын

    AND just to add to the string of mistakes in the US, the comeback in the chip industry which uses an enormous amount of water is being built in a state "known for it huge amount of water as a natural resource" - Arizona.

  • @happymelon7129
    @happymelon712929 күн 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.

  • @JigilJigil

    @JigilJigil

    29 күн бұрын

    say hi to Xitler for me.

  • @bzuidgeest
    @bzuidgeest29 күн бұрын

    If you are going to claim Americans did the foundation for asml euv machines, I like some acknowledgement for us inventing the ship and the wheel that got you to the country you stole from native Americans. All technology is based on what came before. That doesn't mean you can claim everything as your own. Others have added crucial bits you didn't.

  • @supa3ek
    @supa3ek26 күн бұрын

    Intel just building now is a joke. Anything less than 7nm is just not really worth it. You simply dont need it. Its just for bragging rights. It is just a case of making things smaller to hopefully use less power, but there comes a point when there is negligible gain. And we have reached that point already.

  • @colin1177
    @colin117729 күн бұрын

    I would honestly feel cheated if I paid money for this report. The research in this was self-service level it hurts, nor does the writer demonstrated complete understanding of the situation

  • @socksincrocks4421
    @socksincrocks442129 күн бұрын

    Outsourcing = profits = wealth over nation health

  • @Facts..Checker
    @Facts..Checker29 күн бұрын

    So those machines will be odsolete with the next gen material used like graphene or photonic chip. So who will suffer more with China shunning US's chips due to national security, decoupling, derisking or overcapacities if you actually know what it means?

  • @mecanuktutorials6476

    @mecanuktutorials6476

    29 күн бұрын

    Not every product needs the latest and greatest manufacturing equipment.

  • @Facts..Checker

    @Facts..Checker

    29 күн бұрын

    @@mecanuktutorials6476 Correct, majority of our daily products like printer, washing machines, machinery, washing machines, EV, space, airplane, etc don't need high-end or below 14nm chips. They are called legacy chips and China is quite self sufficient in manufacturing those chips domestically. High end chips don't fit or might even have the negative impacts on reliability. Unlike many advanced countries, in which don't even produce those chips themselves! More so, the technology and equipments in making them. What worry the west is China advancement in the high-end chips too despite all the sanctions and bans. The West will pay dearly if China managed to surpass the sanctions and is proving so.

  • @KomenJolokia-cd4np

    @KomenJolokia-cd4np

    23 күн бұрын

    They should be hurry, they're losing money too fast

  • @tenminutetokyo2643
    @tenminutetokyo264317 күн бұрын

    Not missing out - deliberately shipping our industries offshore for decades.

  • @user-zi8mj2hl9e
    @user-zi8mj2hl9e28 күн бұрын

    Fun fact. For a employee incentive the employees had the choice to get shares or money. Some of the people working there since a long time are millionaires due to the bonuses back in the day when the shares were really cheap.. Even the cleaning crew

  • @ChetanRao
    @ChetanRao29 күн бұрын

    Chloe Grace Moretz working undercover as a journalist.

  • @theoeguia3302

    @theoeguia3302

    29 күн бұрын

    Same plastic surgery

  • @Booz2020

    @Booz2020

    29 күн бұрын

    She's her CLON 😂

  • @dajusta87

    @dajusta87

    29 күн бұрын

    @@Booz2020cylon you mean ?

  • @tommyrin5969
    @tommyrin596929 күн бұрын

    In tech years. The US is 40 years behind at this stage.

  • @hydrogravix6924

    @hydrogravix6924

    29 күн бұрын

    The US leads in AI, software and chip design. China can only steal and make second rate copies.

  • @erintyres3609
    @erintyres360929 күн бұрын

    2:40 I once overheard a process engineer complaining about unreasonable tolerances. One of the chip's layers was to be only 24 molecules thick, and the layer thickness should have no more than 3% variation.

  • @mgronich948
    @mgronich9484 күн бұрын

    Intel's stumble was not just because of EUV. Before EUV came out, TSMC could make 10nm then 7nm devices with DUV. Intel was stuck at 14nm for 5~6 years. Today Intel has the best machine the high NA EUV from ASML. But Intel's most advanced chips are still made by TSMC. There's an art/science/engineering in knowing how to use these very complicated machines.

  • @abelflores1593
    @abelflores159329 күн бұрын

    All poor America is sad they didn't steal it

  • @betag24cn

    @betag24cn

    29 күн бұрын

    if we lose taiwan, tell me, what is your plan b, intel who got stuck for years at 14nm? global foundries? samsung? each country should have a plan b for these things

  • @fuckkatuas2837

    @fuckkatuas2837

    29 күн бұрын

    @@betag24cn SMIC is the backup.

  • @Chris-sm2uj

    @Chris-sm2uj

    18 күн бұрын

    nice way to spell China

  • @ctzoomie
    @ctzoomie29 күн бұрын

    Here in the US, CEO's are keenly focused on the current quarter's EPS target, NOT the long-term. Same with US politicians, they only focus on the current Election cycle. Further, a US politician that has ZERO business experience and has collected a government paycheck for +40 years should just stay out of the way.

  • @juancarlossaavedra6757
    @juancarlossaavedra675729 күн бұрын

    We are in between the very small and very large.

  • @trumpbuddha1053
    @trumpbuddha105322 күн бұрын

    Yellen: despite we ban the export of chips to China, China must not make their own chips, it will put American companies in a disadvantage position 😂

  • @robertlackey7212
    @robertlackey72129 күн бұрын

    It costs 200 million dollars , it is not necessary for the millions of helpful things IC's do to improve our lives , it really is only needed for things that are making our lives worse AI , Bots , "beauty filters" , mass surveillance , etc.. We should have one to allow scientists to study things that require their capability. and instead spend the money on making repairable , maintainable , long life electronics that are also easily recyclable after a 50+ year useful life.

  • @techcafe0
    @techcafe029 күн бұрын

    what really irks me is that corporate America has no problem taking billions in government subsidies and handouts (your tax dollars), whilst stubbornly refusing to pay their fair share in taxes 🤷‍♂. It's socialism for the rich and brutal capitalism for everyone else.

  • @quinsutton7097

    @quinsutton7097

    29 күн бұрын

    Are you a liberal? Is socialism for everyone better (real question)?

  • @opencase9903

    @opencase9903

    25 күн бұрын

    @@quinsutton7097dude you avoided what he said. Reflect upon his statement. Does it sound fair or not?

  • @williamelewis464
    @williamelewis46429 күн бұрын

    LOL, ohh its funny they think those machines are still in Taiwan

  • @xouat

    @xouat

    29 күн бұрын

    What do mean? (Honest question so I can learn)

  • @zumabbar

    @zumabbar

    29 күн бұрын

    @@xouat maybe they're implying it's already in the mainland???

  • @marcelo55869

    @marcelo55869

    29 күн бұрын

    No they moving it to US.

  • @betag24cn

    @betag24cn

    29 күн бұрын

    those are, but asml makes more and more, you know, things keep moving forward, the keep selling and more fabs are being made on more places, you, know, because you shouldnt put all your eggs in one basket

  • @jeremypearson6852
    @jeremypearson685229 күн бұрын

    Just the fact that this technology exists blows my mind. I can’t even wrap my head around what goes into this.

  • @elinope4745
    @elinope474516 күн бұрын

    From what I (poorly) understand, US has got some of the best silicon mines, and we previously were being highly inefficient by sending it to other countries to be turned into semiconductors. This was being done for both economic and power limiting purposes. It should all be drawn back into internal borders and shored up for national defense.

  • @eattherich9215

    @eattherich9215

    13 күн бұрын

    It's the same old story, get the base product manufactured cheaply and then import it for sale at top dollar.