America vs Everybody: Will The US Win The Chip Race? - Philip Wong | Endgame
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Chips have been playing a central role in modern societies across the globe. From airplanes to smartphones; from defibrillators to factory robots. It is everywhere. Therefore, it is hard to imagine a world without it.
The advancement of chips-and thus humanity-will only be possible if, and only if, open science and international cooperation continue to persist. With the current geopolitical turmoil, who is going to pay the cost of chip innovation slow-down?
About the Guest:
Philip Wong is a Willard R. and Inez Kerr Bell Professor in the School of Engineering, at Stanford University. He was the Vice President of Corporate Research at TSMC (2018-2020) and has remained the Chief Scientist of TSMC in a consulting and advisory role. Prior to Stanford, he was with the IBM T.J. Watson Research Center for almost two decades (1988-2004).
About the Host:
Gita Wirjawan is an Indonesian entrepreneur, educator, and Honorary Professor of Politics and International Relations at the School of Politics and International Relations, University of Nottingham. He is also a visiting scholar at The Shorenstein Asia-Pacific Research Center (APARC) at Stanford University (2022-2024) and a fellow at Harvard Kennedy School's Belfer Center for Science and International Affairs.
#Endgame #GitaWirjawan #PhilipWong
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Content:
0:00:00 - Intro
0:03:09 - Childhood & Cultural Background
0:05:23 - Education Journey
0:08:40 - STEM vs Social Sciences
0:12:21 - Migrating Story
0:16:11 - Semiconductor 101
0:18:20 - Moore's Law: A Self-fulfilling Prophecy?
0:22:27 - The Future of Moore’s Law
0:26:14 - “Geopolitics Could Go Wrong”
0:27:39 - TSMC's Secret Recipe
0:38:30 - Comparing Asia, Middle East & US
0:45:23 - AI
0:47:54 - Chip: Modern Sputnik Race?
0:55:21 - Logic, Memory, Special Chips
1:00:17 - How Chips Unite the World
1:07:16 - How Much Is Too Much of Protectionism?
1:11:49 - Is Chips The New Oil?
1:16:10 - Message for Southeast Asia
1:20:00 - Onshoring
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Пікірлер: 130
Professor Wong is one of those rare intellectuals that speaks clearly and able to communicate with normal people. I enjoyed this interview and learned a lot from his ideas.
We heard it from the professor. To compete, countries need talents and for talents to thrive they need social support. So for Indonesia to be able to have presence in the semiconductor industry, the first thing to do is to prepare our society. We need a society that value STEM more than religiosity, IMHO.
@wawanhermawan-sz7gl
18 күн бұрын
indonesia has a herd mentality, it is very dependent on leadership, even religiosity was due to how political situation led it that way (not necessarily by design but more by accident) post-suharto period in early 2000s, so in essence it's "curable" but it needs STEM-aware leaderships
@AWSOM817
14 күн бұрын
What Indonesia needs is some real “genius” that easy to like and some true genius that make things easy to understand instead of social climbers that use their knowledge to manipulate. Religion is coping mechanism for most folk, radicals are easy to handle if they lack support(economically+socially). Sadly most Indonesian geniuses either easy to dislike or petty social climbers. And if any were stand out as i mentioned, they get hammered like nails in the plank, either because of jealousy or simply greed, usually by its own peers.
@andrewlim7751
14 күн бұрын
Never!
@muhammadirfanislami818
13 күн бұрын
It is silly to make such dichotomy between STEM and religion. LOL.
@user-ed9so2rb4k
13 күн бұрын
@@muhammadirfanislami818 , Why? Generally, it seems there is an abyss between them. If only one accepts religion as a personal relationship between you and Him in your mind; then things would be easier to explain.
China graduates more STEM students than any other while the US is having a budget issues across the academic system, the outcome of the end game is pretty clear I think. Great interview.
Akhirnya topik ini dibahas sama pak Gita karena saya sudah menanti menanti kalo pak gita bakal membahas topik ini saya sebagai pelajar yang mengambil jurusan rekayasa perangkat lunak bisa menambah wawasan sedikit demi sedikit di dunia tech and sains. :)
When freedom of speech is in jeopardy, how can we expect scientists to continue free exchange of research ideas and findings?
@jerrellholder8382
16 күн бұрын
I think right now the freedom of speech thing is past tense the great USA don't want freedom of speech anymore..usa is no longer the end all be all country other nations are doing well and have patriotic feelings to their country
Superb! Thank you Mr. Wong. Thank you Mr. Wirjawan. Excellent. Best wishes. 🖖🏼
Great discussions❤
Very insightful session, thanks for such a educational opportunity. I hope to enter semiconductor industry too as a professional. Well wishes from India🇮🇳
Absolutely enlightening
Turut menyimak. Terima kasih Pak Gita dan segenap tim Endgame yang sudah menyajikan diskusi dan perbincangan yg menarik ini bersama Philip Wong. Terima kasih juga sudah menyertakan video podcast ini dengan rencana pembelajaran/episode notes yg bisa kita baca dan pelajari. Semoga semua materi-materi yg tersajikan bisa mendorong kita untuk menjadi pembelajar sepanjang hayat. Salam sehat selalu!
43:29 spot on hahaha. I'm chinese academic working in the US, the US has great novel ideas, but once it's known, it become "rice farming" and the chinese farm some good rice lul
Great conversation and informative.
Excellent,, this is how we technologist look at things. Not from the cesspool way up like some.
looking at current technological developments, the use of semiconductors will increase in the future. I hope that Indonesia can produce its own semiconductors, with the availability of the raw materials needed all in Indonesia.
@nsebast
17 күн бұрын
Hanya mimpi belaka. Untuk Indonesia bisa punya pabrik sendiri pertama musti punya SDM yang sangat kuat dalam matematika dan science. Orang Indonesia tidak mempunyai kegigihan dalam belajar dan berpikir - masih kalah jauh dengan Amerika dan Cina.
@tjtjtyjtyjt
14 күн бұрын
gk mungkin bisa, masih banyak yang makan Indomie.
@JACK..BORNEO
13 күн бұрын
Mustahil indonesia bisa bikin itu.. pembuatan chip itu sangat mahal.. motor aja masih impor , jgn bilang bikin chip bikin geli..😂
thanks for this insightful session!
Insightful 👍🏻
thanks a lot
Awesome discussion
Great interview Gita
Jadi inget bukunya Chris Miller, Chip War
@rolandwong9306
19 күн бұрын
Chris Miller will learn a lot from Gita's interview with Philip Wong. From the usual US zero-sum game approach and cold-war mentality, Miller's approach is narrow thinking. The last part of the interview illustrates why the US attempts to onshore Samsung and TSMC will be like a fish that is to be eaten; they don't know how to fish. They need long-term backing, R and D, government policies, talent development, and economics to support this industry. Intel will swim in its red ink revenue with a customer of one.
This is an interesting topic. Because semiconductor is the one of hot topic today in Chemistry point of view. Thank you Pak Gita and team. 🙏
very strong and solid information, thanks Pak Gita
One can sense that the professor is very reluctant to touch China related issues.
@wawanhermawan-sz7gl
18 күн бұрын
very typical of chinese academics who left china in the 80s for the west
@slc801
17 күн бұрын
FBI may be listening 😜
@avil8686
16 күн бұрын
Not maybe, it's a certain thing@@slc801
@roro4787
15 күн бұрын
Yeah US might accuse him of spy if you try to be objective about China. The only option is bash China or accept harassment
nyimak om
China unggul di jumlah paper, tapi new idea masih US yg unggul. Ketika new idea dilempar dan semua negara tahu, China yg unggul di paper new idea tadi. Scale does count!
thanks
Not many people are aware of the new alliance between Russian and Chinese scientists which I believe will have a big say in how future technology will be shape and develop.
An anecdotical analogy about our guest here, if mark zuckerberg is the joko widodo, professor wong is one of the nine dragons 😂 (just for fun) maturnuwun pak gita for this inspirational talk.. godspeed
Yep. It is really America vs everybody.
Semoga pak gita selalu dalam keadaan sehat dan bahagia 🎉🎉
Thanks
@gwirjawan
18 күн бұрын
Thanks for your support!
The Rhetorical Pragmatic meet The Technical Semantic🙂
Philip Wong discusses the semiconductor industry with guest Professor Philip Wong from Stanford University and TSMC. Wong reflects on his upbringing in Hong Kong, emphasizing his family's emphasis on education despite limited means. They delve into the historical and geopolitical factors shaping the semiconductor industry's landscape, particularly TSMC's role in Taiwan's industrial policy and the rise of Asian research capabilities. They explore the implications of AI on innovation speed, the importance of collaboration for technological advancement, and the intertwining of manufacturing and innovation. Wong stresses the necessity of talent cultivation and cross-cultural interaction for sustained progress, highlighting the interconnectedness of policy, education, and innovation in shaping the semiconductor industry's future.
Well done pak gita
Indonesia Wajib Punya Wafer Fabrication jika ingin mewujudkan indonesia emas
@moh6410
14 күн бұрын
nanti demo demo anti amerika, anti asenk asink, anti yahudi, anti lgbt. tim cook yg kebetulan seorang LGBT pun takut invest di sini
❤
the Eastern Era…hallelujah
Chips technology is advancing to carbon and photonic, for which China is at the forefront. The US is behind in those areas. So, I don't think the US could win.
@anwiycti1585
17 күн бұрын
😂😂
@saluran1733
16 күн бұрын
Go taichi chip go 💪 And 6G as well 🎉
@moh6410
14 күн бұрын
untill jews move to china china won't get very far
@servehonestly
12 күн бұрын
now don't get complacent like the US.. progress n advanced discoveries are unending... never b complacent or feel exceptional.
@johnlay3040
11 күн бұрын
@@servehonestlyChina has learned its lessons hard, and it has the brains and talents to keep the progress. The negative consequence of American Exceptionalism is a good example for eveyone to see.
Jai Hind. We Indian origins are the alpha Tech heads in AI software. It may sound a bit strange that we are not running the biggest AI chip making companies.
38:29 Is it Helix or Hynix?
There doesnt seems to be any winners in this race, everyone is a loser question is who loses more....
@Nine-Signs
19 күн бұрын
Wrong, the capitalist minority are winning, no matter if their politicians in their pockets and the workers under their feet are losing, the capitalist minority, who own vast chunks of the US AND CHINESE economies SYMULTANEOULSY, are always winning, at any cost to the rest of us.
konduktor , semi konduktor, super konduktor itu material nya ...makanya pabrik nya berusaha membikin "bahan" dulu dr extraktif sda termasuk quartz berbentuk padat tp halus/grain alias pasir ...sama aja kyk pabrik kimiawi batre ada nikel vs LFP vs sodium ion dst dst ...juga palagi konkrit kyk pabrik semen wkkwkw .. materi = matters , kan fisika bgt palagi quantum, partikel itu matters kan ... dst nya bisa berhubungan dg biologi nih protein dna dll juga matters tuh, tp literally bernyawa /wet bahkan wet computing spt otak literally ...sedangkan kalau semi konduktor, lebih ke computing/switch turn on turn off benar dia he3, dst artificial 'otak' (otak manusia/intelegensia manusia pula/akal) kan sekarang arah penyempurnaan/pendekatan nya/approachment nya ... bisa aja lebih kuat dr pendekatan/approachment biologi, "playing god" nya ini chip gini2, palagi klo main-nya keroyokan komputer2 di seluruh dunia terkoneksi internet utk "mikir" he3 ...walau masih halu sih *sentient* kyk robot robot film transformers alien itu bisa datang ke terran/bumi misal nya, halu bgt kan
keren
what Jensen Huang did is redifine Moore's Law and renamed it Huang's Law
Wowww
Yang harus diciptakan adalah ekosistem, tidak cukup dengan pendidikan saja. Harus link and match.
Shame that content like this lacks traction in this country. Willingness and idealism to produce content like this aside from endgame is practically none. Shame that “our people” are enslaved to “low value” content.
There is another issue nobody dares to talk about. The issue of technical difficulties in the production process. Just take Airbus and Boeing. The production process of every airbus airplane is more that 100 times more complicated than the process of producing an Boeing plane because the airbus is produced in three different countries, UK, France and Germany, all with a completely different language. But why is the Boeing company unable to produce their planes correctly ? The problem is the missing harmony within the workers and their leaders. One company has mastered this issue excellently and this is Munich RE ( reinsurance). In its inner structure it is a sport club. On weekends the CEO plays in a table tennis competition divided to age levels against the door man of the company. Established Fair play within this company shows in great optimal successful cooperation and economic success. It never happens there what you find in all companies that divisions of one sector work against divisions of another sector. There are cases of insolvency because within the company directors were fighting against each other.
@wawanhermawan-sz7gl
18 күн бұрын
common in all big companies, as asians would say, an elephant cant dance, their tusk and ears and legs could do their own thing
Most Chinese scientists can read and write English, so there won't be a problem for them to keep up with western world publication. Can you say the same with the US scientists? Can most US scientists read and write Chinese?
@wawanhermawan-sz7gl
18 күн бұрын
that's not an issue, there's this thing called AI you know, not only to translate but also to summarize high level academic papers
@hitthedeck4115
17 күн бұрын
Can you tell me what high impact Chinese journals are? As far as I know, practically all of them are Western and in English so Chinese academics will most likely still publish their papers in these journals for foreseeable future.
@rohand03
17 күн бұрын
@@hitthedeck4115 I don't live in China so I don't know. To be fair, I also don't know which high impact publications in the US are. If the world is split to 2 sphere, US sphere and China sphere, Chinese scientists would be forced to publish within China and that platform will quickly grow. Not to mention China is producing much more patents than US now. Most of them are in Chinese is my guess.
@hitthedeck4115
17 күн бұрын
@@rohand03 You can google which the high-impact journals in various fields are, basically all of them are western. Not just Chinese, but any scientist in the world want and is pushed to publish in these journals since that will dictate how impactful their research are (due to visibility).
@jayy1980
15 күн бұрын
@@hitthedeck4115lol you are shortsighted. Go and check the research publications and you will know they are predominantly Chinese people. If China decides to switch to just Chinese you’re focked
Selamat hari pendidikan nasional, semoga kurikulum di Indo tidak melupakan sains
@HaryonoYonk-yu5ei
19 күн бұрын
Masih jauh panggan dari pada api.... Contoh real....masih bnyak yg tertarik pada perdebatan makan siang gratis.... Harus leader sprti pk jokowi....dilihat ato diukur dari seberapa banyak beliau menanam bibit ato menghasilkn para peneliti.... Bukan sekedar tentang kepopuleran.....bersahaja tdk korup...sangat merakyat... Bahkn seorang pemimpin visioner ....tapitdk dpt mewujudkn dlm skala yg nyata ...mk tetap harus legowo dianggap gagal...
@tubagussujana2835
19 күн бұрын
Amin, semoga sains di indonesia semakin maju dan bisa memakmurkan rakyat
Unfortunately, the good guys works benefiting the supply chains that in turns, enjoys by the people has to be disrupted by some idiotic and egoistic politicians who knows next to nothing in manufacturing and business, to destroy the industry for their selfish interests. Yoo don’t expect the Chinese to be happy to invest in reinventing wheels to be understanding when they finally lead in the field. The US could have continue to grow in their fields of advance tools and engineering and others to rely on their products. This will keep the status-quo instead of deliberately egging new competitors which they had done.
cool sekali cara minta subscribenya.
K through 12 in the United States is so bad that we have to rely on other countries for students in our universities. It's going to take 40 years for the US to catch up. The US students are so bored with their schools that they smoke pot instead of going to classes. We need to pay teachers more to get good teachers so that the kids want to study. It's all about motivation. US are schools are completely uninspiring.
You need collaboration ! Tell that to the US politicians china will be leading in all fields in the near future but yet you want to decouple 🙄
Who is gone absorb the cost? Me the inventor, because fo the bs.
kalau diperhatikan, setiap podcast yang pakai bahasa inggris like nya tidak sebesar yang bahasa indonesia
@roro4787
15 күн бұрын
Firstly, KZread recommends the video based on location, Because people probably prefer to listen to podcasts in their mother tongue at a given location. It's understandable:)
@moh6410
14 күн бұрын
Nadiem Makarim mau wajibkan bhs inggris aja pada gak setuju emang bener bahwa bebek gak bisa di ajak jadi elang
😢wak, jangan pakey baju hitam, elok grey or white or green or bright 😊 like billgates
Talents coming to get usa are the folks keeping the hegemony...the Asians should realize to make better Asia..
mr wong must back to china
Prayers will not build bridges, advance scientific knowledge and all aspects of societal development. In fact in many countries religion is the cause of conflict rather than development.
@roro4787
15 күн бұрын
Prayers is a side dish not the main dish. Prayers is for mental strength, but that helps only when you have science as main force
And once again the problem is capitalism... But things will change. Hopefully the Workers are going to receive their fair share.
😊 Wak, bikin videos translate basa malay lah, ngak ngerti ingris...
Necessity is the mother of invention. Sebagai masyarakat Indonesia, apakah kita sudah menganggap STEM sebagai suatu 'necessity' dengan harapan dapat melahirkan lebih banyak pemuda yang mampu berpikir dengan metode STEM? Di Indonesia, sering kali cara berpikir yang out of the box dianggap aneh, sehingga kebanyakan orang tua justru mengharapkan anaknya untuk berpikir secara pragmatis. Sederhananya, mengajarkan anak2nya untuk mengumpulkan bekal materi (harta) dan bekal spiritual (pahala).
Can the US ever reach the technical level of the company Zeiss Jena in Germany which no power of the world can buy. It is a foundation and all its profits are not going to shareholders but to research. No company of my American friends can do this. And the Chinese will also not come near to the technical level of Zeiss Jena products.
@roro4787
15 күн бұрын
Yeah that's because of the headstart, but overtimes other countries catch-up.
Ini konten mahal sih
All starts with economics. Some countries have implemented the sustainable economy model accidentally, others need to construct it manually. If you do not have appropriate political, society institutions you will not have modern technology. But iyou will not have stable political and society institutions, if you do not have social security. Chine is not an example, it is just a mistake of complicated game between USA and USSR, it will fall soon, no doubts. If you have a stable society, you do not need to built a complex industry. The industry is only 20% of GDP, and it's share is constantly decreasing. The tourists services share is constantly increasing instead. The more wild nature Indonezia will save, the richer nation it will be. This aim contradicts with industrialization, isn't it?
Mr. Wirjawan, please invite Ehsan Masood to study the relationship between science and Islam, he is from London.
👍👍✌️🇧🇷🇷🇺🇮🇳🇨🇳🇿🇦➕️👏👏✌️
sok pinter lu
@moh6410
14 күн бұрын
eh ada badut nyasar
boring
Chinese Tofu Chip 😂 so overrated
@michaelmarchal4004
19 күн бұрын
Phillip is Chinese you I$iot
@rommele1134
19 күн бұрын
Clown comment🤡☝️☝️
@karangputih
19 күн бұрын
the Yank always feel happy to despise. Do you know that Nvidia bos is a Chinese Jehsen Huang, AMD is Lisa Su. One of KZread founder is Steve Chen. 5G, Space Station, Ev dan Speed Rail are they tofu. and how many speed rail do you have ? and soon your space staion is over. Bad mouth thick face
@slc801
17 күн бұрын
Wow !! Didn’t expect ignorant people to be watching this 😩
@bernadinesiy3338
10 күн бұрын
Envy and insecurity...