after watching two episodes, i really think Pascal is real deal, no BS, all excellent insightful knowledge. He knows China very well. Go Pascal, well done.

@PascalCoppens

3 жыл бұрын

Thanks for nice comment

@mka1717

3 жыл бұрын

Nah, I see a lot of biases. He didn't even try to hide it. Do your own research. It's a lot better.The technology that the ASML is using, it's a US tech. A rich formation comes with no bias.

@jimmetan7031

3 жыл бұрын

@The Hate Factory Easier easier said than done.

@lape2002

3 жыл бұрын

@@mka1717 Technology has no nationality, therefore the point is moot, the entire video explains correctly how the US can block ASML sharing to China, but they can't block the science.

@zenlei8258

3 жыл бұрын

@@PascalCoppens Please update friend. Completely shocked! The best chip company in the world is actually in China! finance.sina.com.cn/stock/usstock/c/2018-04-23/doc-ifyuwqfa4774157.shtml

Remember the international space station, everybody is invited to the party but not China. Eventually China create its own in Space.

@lwal7494

3 жыл бұрын

Remember GPS, US kept switch it off so they built their own one too

@charleszern9892

3 жыл бұрын

@Dennis Estrada Actually you are trying to say the US. I agree, the US is the most evil regime in the world.

@zhugeliang3905

3 жыл бұрын

@Dennis Estrada We don’t trust you.

@PascalCoppens

3 жыл бұрын

I made a video on KZread on Space a few weeks ago. You are right. kzread.info/dash/bejne/qKqFysSHXbHWerA.html

@kongwee1978

3 жыл бұрын

@@Infamous41 Low birth rate is a world problem. We are hitting 2.1. The next 100 year, your babies still cannot out number china. You thought you could laugh at China.

Honest opinion, it must be hard to gain subscribers for telling a non-anti-China narrative. Respect.

@PascalCoppens

3 жыл бұрын

It's growing nicely now. With enough patience and new content, I am confident. Thanks for support

@AnnieT369

3 жыл бұрын

Not true. I already subscribed and thousands of my compatriots will too.

@Wilson24678

3 жыл бұрын

​@@AnnieT369 It's like a month already, how many more have pascal gained? It's way slower than those brainless anti-China KZreadrs.

@cezarlamanero1204

3 жыл бұрын

@@PascalCoppens 111

@blaineturnacliff7907

3 жыл бұрын

@obimk1 but china is gaining , and gaining fast. Its only a matter of time. China produces more engineers and techies than the west by a significant multiple. 30 % of the tech work force in r & d and development in chip industry in the USA are ethnic chinese. 250,000 workers in Silicon Valley are ethnic chiese. And ever increasing numbers are returning home tp china . The writing is on the wall, china will catch up and pass 🇺🇸 chip manufacturing quicker than originally thought.

As an engineer, I'm confident to say that any technology can be achieved given sufficient time, iterations and dedication, no country can claim to block a field for very long.

@xiawilly8902

3 жыл бұрын

@Milosh Simonovski Exactly, market is the ultimate driving force behind innovation.

@xiawilly8902

3 жыл бұрын

@Milosh Simonovski Exactly, market is the ultimate driving force behind innovation.

@youngjerry758

3 жыл бұрын

j

@stephenlock7236

3 жыл бұрын

One should not be surprised when China actually leap frog the current technology of chips that is produced by the suppliers now banned to China. And that would not be the first time it managed to achieve such a feat.

@MegaBanne

3 жыл бұрын

@@stephenlock7236 Like when did China get ahead in tech development in the last decades?

Recent progress indicates that they are on the way to be the only country in the world which has full spectrum supply chains, covering electronic, chemical, optical and all other components, for chip design and manufacturing.

@walden6272

3 жыл бұрын

And more importantly, China has the largest consumer market and they will expand into all developing nations with its Belt and Road Initiative. So 80% of the world population will be China's consumers even without the West (15%).

@PascalCoppens

3 жыл бұрын

It's also almost a matter of survival to do so. Always a good motivator.

@idiot9450

3 жыл бұрын

that is crazy and scary 😱

@ozsharpener

3 жыл бұрын

@@walden6272 China market alone has world's largest premium tech consumer base as they graduate 4 million STEM students in China with at least one college degree each year.

@djtan3313

3 жыл бұрын

YOU forced us to do it. YOU ganged up on us. Remember that!

The same thing happened in Iran when US sanctioned them, their younger generation started to research missiles, torpedos, radars, drones ets and now they have their own Air defense systems.

@changchadchanamdong2668

2 жыл бұрын

Lol

Taiwan and Korea are leading. US needs to catch up too. I remember that US used to ban the export of Sun Micro System server to China. Now China is the leader in manufacturing servers and Sun Micro systems is not here with us anymore.

@formula1fan07

2 жыл бұрын

He's comparing TSMC, a Taiwanese manufacturer to America. There is no mention of any Chinese manufacturer in this video.

I'll trust you more than any media analyst. Very insightful peep into the working of the industry. Yes, in the end its all about the money and China possess the talents to make it happen.

Good vlog, thanks. There was an argument in China for many years - should China do everything in the environment of globalization? Many Chinese didn’t think so especially for building chips, China shouldn’t dig the main players into graves. But now there is no more argument. Thanks trump and Biden, they really help China to make the hard decisions.

@sunnykhaw5118

3 жыл бұрын

Yes..I fully agreed...The US had wake up n force China to do better. Infact China just want the US to supply them the Chips so that both will be a in Win Win situation...but now since the US stop them buying from the US companies. The China has no choice but to force themself to Not depending on the US anymore but to Produce by themself. China has no problem in producing any type of chips. The US is the One who will Loose out...not China. It has also taught China .. Not to depend anything from the US. but to produce and earn everything for China..itself. China has no problems in producing anything by themself. They are so Advance and can produce Anything and is leading in Every fields & over taking the USA.

@acheable

3 жыл бұрын

@@sunnykhaw5118 in reality China needs time to design their own equipments to make the 5nm chip and print the circuit on it.

@sunnykhaw5118

3 жыл бұрын

I am in the semi-con for over 25 years and at that time China was very far away..but now with the US. supression it has wake up China in developing their own Chip rather then getting from the US and let them make profits .infact it was a Win Win for both. But now China has no choice but develop it the chip by themself. They are so advance in every fields. They even beat Japan for the super speed train in a short time so nothing is impossible for China.

@acheable

3 жыл бұрын

@@sunnykhaw5118 No question China will produce the 5nm Chip but how fast. Min 2 yrs. During this time there is already acute shortage happening.

@PascalCoppens

3 жыл бұрын

Interesting how times change fast in China

Excellent presentation with a perfect English, thanks ! I quite agree with your analysis : China will catch up fairly sooner than we might expect (let's look for instance at the quite impressive pace at which they have implemented their huge network of High Speed Trains).

If China wants, they can catch up on anything and quickly. A lot of countries want but can't.

@rk80175

3 жыл бұрын

It amazes how they do it, we are falling behind in USA

@Infamous41

3 жыл бұрын

What happens when they stop buying?

@PascalCoppens

3 жыл бұрын

China is helping many countries now to catch up as well, which is less talked about. Especially with application inventions using China's digital infrastructure.

@PascalCoppens

3 жыл бұрын

@@Infamous41 that will be the moment the West realizes that China is starting to lead in innovation.

@Infamous41

3 жыл бұрын

@@PascalCoppens they never will

Remember: US shut down GPS service for China-based container ship in high seas to force Chinese ship to accept rascal check by US in 1993 (YinHe incident) After many years, China created its own navigation system: BeiDou Navigation Satellite System. China will succeed definitely in semiconductors after years.

@fredtan1506

3 жыл бұрын

Indeed, the Yin He incident.

@63051

3 жыл бұрын

Add AWAC and the addition will keep mounting because the day when the bald eagle is revealed it is just a pluck turkey is fast coming.

@kirgan1000

3 жыл бұрын

You cant shut down GPS service for one indivdual ship. What are you taking about, US have to shut down ALL the GPS cover in a large area to shut down YinHe gps service.

@trigger8221

2 жыл бұрын

Yinhe was chemical weapons bogus claim like WMD'S

@Dept246

2 жыл бұрын

Will China succeed? Someone trying is better than someone quitting. China will put a lot resources into semiconductor chips. It will be a good challenge for China and besides the USA ban gives them no choice.

China was caught off guard by the scope of US sanctions which totally goes against the rules of globalisation....but in the end this will force China not rely on US for anything crucial, specially the dollar.

It is not about China catching up with any one or country, it is about the natural progress in improving the living standard of the people using technologies and welcoming back expertise from overseas.

They are smarter than we think. A few weeks ago they announced they developed lithography equipment. This can't be done overnight and they probably planned this for quite some time now. I think a week ago they announced the first 7nm chip built in China. This one too has been brewing for some time. When there's a will there's a way. We're in for some surprises from China.

@user-gi1ne9fy6e

3 жыл бұрын

7nm technology chip is complete，but need time to rise up yield. Chinese DUV\EUV scanner is a joke currently，the project had already run 15 years with very low investment and priority. The time our government turly start mobilization laboratory and company for scanner is around 2021/02，i think another 15 years are needed.

@walid7885

3 жыл бұрын

@@user-gi1ne9fy6e No, probably no more than 3-4. But once done the 3nm will be within reach quickly.

@wei270

3 жыл бұрын

@@user-gi1ne9fy6e ok but 7nm and below is a big leap, due to the nature of the wave length required. far harder to produce the energy wave of that wave length, and even harder to manipulate it to preform lithography.

@suisinghoraceho2403

2 жыл бұрын

More there’s a commercial interest/market, there is a way.

@user-pd9ju5dk5s

2 жыл бұрын

You guys thought they were dumb?

It is the nature of the chinese to emerge even stronger when faced with hardships and obstacles and adversaries. Even the wordings in some their pop songs already warn you that you are dealing with a people who believe the road to hardship will always lead to success.

Great analysis. China is also dominant in EV, 5G, and renewable energy tech that will drive the parallel innovation process. And even in semiconductors they're going to leap frog to alternative chip manufacturing while simultaneously researching into the necessary software

@willengel2458

3 жыл бұрын

China is late comer to EV and doesn't have a lot to catch up. China doesn't dominate EV that's why China allowed Tesla in for Chinese automakers to up their game. but it does have major presence in autonomous driving because of 5G coverage.

@tkam9

3 жыл бұрын

@@willengel2458 Check out NIO!! NIO will dominate the high end of the EV market in China which is the world’s largest EV market. BYD dominates in the low end EV and commercial EV bus market in China. In between you hand Xpeng and Li Auto. On EV scooter, NIU is a monster in the making.

@tvl6347

3 жыл бұрын

@@willengel2458 They have one of the biggest battery supplier in the world, companies like CATL and BYD, which is the most value part in a car.

@PascalCoppens

3 жыл бұрын

Agreed. Don't forget quantum...that will be the big leap in my view.

@PascalCoppens

3 жыл бұрын

@@tkam9 I can't wait for the NIO EVE to become a reality!

Great work and precise information. What I believe is most of the home appliances and auto industry donot require 14nm or 7nm or less. 40nm will do the job. So China will still be leading in such area. The other aspect is what is the use of high western technology if they cannot sell in the world largest consumer market China. What is the use of innovations if you are not able to commercialize them. China is doing really good. It will take time but getting to 5nm from 7nm will be faster than getting to 3nm from 5nm. So in few years chinese chip industry will not only catchup but over takes the current leaders as theh have the capital, experts and above all a huge domestic market. For most of the companies in china domestic market is more than enough to survive and keep innovating.

@michaelschmid9567

3 жыл бұрын

I agree with you about the 40nm. This is, what most analysts overlook. The high-end 5nm or 10nm chips only make max. 5% of the chip market, the rest is >14nm, and this is what china can manufacture today. The big western chip companies like TI, Analog Device, ST Mircro and so on, have now lead times of 52 weeks for there chips. When chinese companies can offer an replacement, with a short lead time, most product designers will switch over. I am not understanding, what the US plan is. But it looks very dangerous to there own chip industry. I guess, TSMC has no interest to produce low-profit 40nm chips, and this together with the US sanction on chinese fabs, has generated the chip shortage. This gives china now the perfect opportunity, to fill the vacuum.

@TrakThora

3 жыл бұрын

They will leed as long as they can reverse engineer everything. They are not engineers by history but great financial invaders. Sorry to say that but i see the world changing in a not healthy way.

@andytang8679

3 жыл бұрын

exactly!! china knows its logistics and importantly knows itself and the people and the markets... this makes them smart.. china didnt get to his stage by accident.. or by people blocking them

@joechan3388

3 жыл бұрын

@@TrakThora Indeed the world cannot change to a healthy way when there is full of bigots with a mindset belonging to the past, stalled in the old days of colonialism, and constrained by zero-sum Cold War mentality. Those bigots are out to wreck havoc around the world in order to stop Chinese rise, because they are jealous, resentful and fear of Chinese achievements.

@Presso99

3 жыл бұрын

Very honest opinion, I support your comments.

Alexander Graham Bell : "when a door closes, another open". A cornered rat bites the cat. It is a matter of time given China's money and facilities.

@lesterbalsley9932

3 жыл бұрын

And then the Cat eats the Rat! Stop being the Rat!

@henkholdingastate

3 жыл бұрын

China stole all knowledge together I wonder how long it will take before they can make the machines themselves. (a chinese managed to steal source code from asml)

@stephentan7881

3 жыл бұрын

@@henkholdingastate On the same note, I suppose China also stole the robots which landed on the dark side of the moon and the planet of Mars? What about the 8 nations which attacked China and looted the imperial collection of gold and antiques? It really takes a thief to catch a thief?!

Its not a matter of whether, its a matter of when...China will definitely catch up

Well said. “Consumers want them to get there” That’s right. China is the largest market in the world. The golden rule : Follow the money 💰💰💰💰

@PascalCoppens

3 жыл бұрын

thanks!

@hughmungus2760

3 жыл бұрын

@western wumao literally what the US has been guilty of throughout its history too.

@zoroz1265

3 жыл бұрын

@western wumao tu dois être payé cent sous pour déblatérer sur la chine

@DukeLM

3 жыл бұрын

@JK12nola he knows the truth. Spreading the rumour is his job.

@nyama8190

3 жыл бұрын

@@Andy-P 1.4B compare to 3.4Mil in d US, No comparison! China has the Largest Market... EU is a collection of countries, They can go apart anytime/ Brexit...

listening to your commentaries, I really believe I can learn a lot from you. Thanks Pascals!

@PascalCoppens

3 жыл бұрын

Thanks

Just want to leave a comment to say I was here when you had 4.31K subs because your channel is going to blow up soon with the amazing insights you have on China.

the video and the comments are great, give me lots of new perspective. Thank you all 🙏

There’s also the retail cost factor in the equation. For example: Going from 7nm to 3nm requires buying/ developing new equipment costing billions of dollars. Ultimately, that high cost will be paid by the cost-sensitive buyers and consumers. For many semiconductor business it makes good business sense to continue using legacy technology instead of the latest and greatest cutting edge technology that makes 3nm. The bottom line and percentage of market share are two important metrics in every business. China is world renown as a least cost mass producer - the ‘China Price’ phenomenon. For China semiconductor business the urgency to adopt the latest and greatest cutting edge technology won’t materialize until the profit and market share justifies the extraordinary cost.

@greenroad343

3 жыл бұрын

Very sensible analysis

@faustin289

3 жыл бұрын

When geopolitics and pride are involved, such a market-centered analysis will not cut it

@jiguo773

3 жыл бұрын

The problem isn’t China and the world. The problem is the us, who is causing problems for everyone.

China can catch up with the U S on semiconductors, I have no doubt about it. China has more than 1.4 billion people, there are no shortage of talented people,; most importantly, Chinese big companies have been courting the Taiwanese electrical engineers and oversea Chinese for their expertise on those fields. The Chinese will eventually create their machines that make chips without to buying from anyone else, including from the Dutch. As Plato once said, NECESSITY IS THE MOTHER OF INVENTION.

@morbid747

3 жыл бұрын

China produces eight times of STEM graduates compared with US. When they make the decision to develop an industry they stick with their policies , not flip flopping every few years like the US.

@hughmungus2760

3 жыл бұрын

people like to argue that no single country can fully vertically integrate the semiconductor supply chain, but consider that the combined population of all advanced countries in the world is still about 300 million less than china. China is basically another planet, and the US just royally pissed it off.

@yt-qg8ui

3 жыл бұрын

@TheMiddleKingdom "China can catch up with the U S on semiconductors" it's not the US that China has to catch up to. it's Taiwan and S. Korea.

@user-mhgu6om9mj2t

3 жыл бұрын

Middle Kingdom, very well said

@leungpaul9401

3 жыл бұрын

As someone pointed out, a lots of scientists in cpu field in USA are actually Chinese, just as Taiwanese, people of Province of China, in USA.

A people that can build a hospital in less than 2 weeks and have the pandemic under control in record time is not to be sneered at.

If I am China and can produce chips, I wont tell the world. I will hold this card close to my chest.

@naixin-lg6tc

3 жыл бұрын

If China could they would make them themselves instead of buying it. China will catch up for sure.

@kcfmark

3 жыл бұрын

Wise strategy. Appear weak when you are strong, and strong when you are weak - Sun Tzu

Great info. When you pressure anybody. They will come back even stronger. Thank you Pascal. Like Shared subscribe

@PascalCoppens

3 жыл бұрын

Thanks Ken!

@loktom4068

3 жыл бұрын

In America the more pressure, the more drug & alcohol abuse.

@naurasal9165

3 жыл бұрын

Chip making manufacturing is costly and need sophisticated know how. Those are the reason why many Chinese Companies reluctant to enter the industry. But when you push them on Dead or Alive situation, those obstacles won't be a big consideration anymore.

@PascalCoppens

3 жыл бұрын

@@naurasal9165 indeed. Its just a matter of time.

@huyifan83

3 жыл бұрын

True, but China is not just anybody :) And we were all borned in an environment that we are threaterned in so many areas so we have to work extremely hard and find a way out. While in the US people are too pround and spoilt.

1. Samsung currently producing 5nm chips for Huawei without US' IP. Short terms problem are solved. 2. Government allocated $1.5 trillions to build local chips industry. Obviously will attract the best talents to build the chips industry.

@johnnyq4260

3 жыл бұрын

The US can still sanction Samsung because Samsung uses some US technologies.

@user-hv4ky5kt2x

3 жыл бұрын

@@johnnyq4260 just read carefully my first point.

@johnnyq4260

3 жыл бұрын

@@user-hv4ky5kt2x That can't possibly be true, despite my sincerest wish. TSMC would be able to do the same if it were true.

@user-hv4ky5kt2x

3 жыл бұрын

@@johnnyq4260 1. You can dig info about Kirin 9000 yourself. 2. TSMC (taiwan) is fully under US' control, they won't do it, while south korea balance the relation to china and to US.

@zhuj.y.8903

3 жыл бұрын

fade news

I think you are absolutely right. In semiconductor business, the winner takes it all and that is why TSMC and Samsung enjoyed their success and everybody else decided not to invest anymore. The blockage from the US makes semiconductor business highly profitable for Chinese companies, the couldn’t be given a better chance!

@jeanlaikan8400

3 жыл бұрын

Before the US had a huge customer. With the blockade they have lost this customer and have turned it into a big competitor.

@hughmungus2760

3 жыл бұрын

artificial barriers created by geopolitics tend to force innovation. China has no other choice, it cannot let its entire tech industry flounder.

I have full confidence in China 🇨🇳, there’s nothing can stop her, it’s only a matter of time!

@AI_HQ

3 жыл бұрын

Yes, China's working on leapfrogging its competitors with third-generation semiconductors. ------ China's first and the world's third silicon carbide vertically integrated industrial chain will be put into production in Changsha High-tech Industrial Park in Central China's Hunan Province in July, media reports said. Industry insiders said it marks a further step in developing the domestic semiconductor sector and ensuring supply amid the US blockade targeting China. The plant will be capable of producing 30,000 6-inch silicon carbide wafers per month once put into operation. After completion, the Hunan San'an Semiconductor Base is expected to achieve annual sales of 12 billion yuan, media reports said. This mass production will be of great significance for China's third-generation semiconductor chip industry, experts said. (Global Times June 23, 2021)

China will be on the 7nm node a couple of years from now. SMIC is actually just 4-5 years behind TSMC. So the answer is yes, they'll be able to catch up sometime later in this decade.

@uhk5135

3 жыл бұрын

SMIC 7 nm mass production is starting next week :)

@catonpillow

3 жыл бұрын

@@uhk5135 I was talking about their home-grown lithography. Not the DUV systems that they're buying from ASML.

@kongwee1978

3 жыл бұрын

@@catonpillow They can start mass production using DUV, heck my phone is still on 14nm, my laptop on 24nm still.

@hughmungus2760

3 жыл бұрын

@@catonpillow thats full vertical integration, when china's own domestic lithography industry takes off its game over for the US tech war.

@tylerdurden1656

3 жыл бұрын

@@hughmungus2760 source please i'm curious

China can set up manufacturing with mind boggling engineering and military speed! CHINESE WILL POWER!!!

@sngtianwan1096

3 жыл бұрын

@Aikky Tan China will made a micky 🐁 mouse out of Taiwan chips maker and US efforts to contain China by manipulating Taiwan wil be an exercise of futility!!

@sngtianwan1096

3 жыл бұрын

@Aikky Tan whether China will attack Taiwan depended largely on Tsai and her administration overt thought of independence, US defence Secretary or generals visiting Taiwan or West and Taiwan having joint military exercise! As to the shift to KMT, it should be in the next election when towards that end, Taiwanese met a worse than expected economic exacerbated meltdown dued to West meltdown with China and allies sitting out!

Now I know why US wants to interfere Taiwan issues. We don’t have the technology to manufacture high end chips as well.

@catherinewheel2969

3 жыл бұрын

Why wu mao have engrish name "Dawson Winter"

@swish6143

3 жыл бұрын

@@catherinewheel2969 excellent point, my thoughts as well.

I have a Mate 40 pro myself and its performance is amazing. It will take a couple of years but China will definitely catch up and possibly even lead the market after that

@PascalCoppens

3 жыл бұрын

I have one too. Made my videos with them.

The most important is still the human intelligent and highly skilled engineers. The money for investing in foundries or manufacturing plants can come from anywhere in the world. Geopolitics can no longer control the economic force of any nation.

Business is like any living creatures, competition makes it alive and stronger. Semiconductor business is the world most cruel business: cheaper, better and innovations all the time. Definitely China is very good at competitions plus technical sanctions from USA makes Chinese with stronger wills to survive. No one says it is an easy road. But USA makes Chinese no other options. Thanks for the good analysis.

This is the first time I listened to Pascal. I believe he knows what he is talking about and he has given a fair assessment of the problems that China is facing or will face in the future. Keep up the good work Pascal.

20 years from now, Donald J Trump will go down Chinese history books as a hero to be remembered.

@63051

3 жыл бұрын

He will go down on Storm Daniel and continue to deny it assuming people are stupid like him.

@blacksagegrandmaster7699

3 жыл бұрын

Actually, he is being remembered as such now by Chinese netters. Trump is well-known on China's Internet as "川建国" (Trump the China Builder). :-) And Biden is known as "拜振华“ （Biden the China Savior).

@63051

3 жыл бұрын

@@blacksagegrandmaster7699 Believe one is Pi Tan, the other Wang Pa Tan and America Wan Tan.

@AnnieT369

2 жыл бұрын

He will go down as the crude Orange Man who can't keep his trousers up.

Pascal explains everything clearly and precisely. I am so enjoyable to follow each key point. Excellent job 👏

USA is also lagging behind in semiconductors. It is the Taiwan and S Korea who are leading. Hopefully Taiwanese will come to their senses and work peacefully with China.

@PascalCoppens

3 жыл бұрын

That is the trillion USD question.

@loktom4068

3 жыл бұрын

Without 5G, America is going down naturally. While 6G is already out since November 2020. 7G is already under development. The 🐄 cowboys are still scare of the home made fake news consequences of 5G.

@ghanvedsingh8946

3 жыл бұрын

Do you want they should scumb to a tirent and give everything to them and become their slave

@Andy-P

3 жыл бұрын

Taiwan does not want to be ruled by Beijing. America & allies will help keep Taiwan free. If it come to freedom or riches from China I think they will choose freedom. Once they give up freedom China can take away the riches.

@PascalCoppens

3 жыл бұрын

@@Andy-P let's hope we never have to find out

Very true! "Simply because the consumers in China want them to get there". Just a matter of a few years

@wishfulguy4819

3 жыл бұрын

The Market n Money is in China. All the foreign investors n talents will be lured over. Soon the USA Silicon Valley professional will shift over too.

Great video. I would add that China is not only market driven, but also vision driven, and also has ability to override market condition and focus on the national mission: in this case to become the tech leader and chips independent.

@PascalCoppens

3 жыл бұрын

Thanks for adding that

This is an amazing video! The most factual, objective and insightful analysis that I have ever come across!

@PascalCoppens

3 жыл бұрын

Thanks!

Wow, that was a formidable presentation. Very expertly done! Thanks.

It is nice to see intelligent comments and that speaks well for the quality of the presenter. Compare those comments with the biased rubbish comments of the people who watch SkNews.

Another 5 years. Like cycling, the few steps will be hard. Then, it will be faster and fastest

they have the money , the local market , manpower , government support...what else

@nanoshka7484

3 жыл бұрын

And the will of its people

@morganangel340

3 жыл бұрын

AMERICA IS THE GREATEST COUNTRY IN THE WORLD ! nothing can beat right wing capitalism and democracy.

@DukeLM

3 жыл бұрын

And 8 times the STEM grads of the US

@sunhuatom

3 жыл бұрын

they also have little Donald and big Joe

The US killed Japanese rise in chip technology (Toshiba etc) and Japan has since suffered recession till now

The short term sanctions against China are the greatest own goal in economic history. The Dutch will rue this decision. Great video summary Pascal.

@catherinewheel2969

3 жыл бұрын

Because they didn't sell their world beating lithography company to China, yeah right. That would have been really smart.

@wishfulguy4819

3 жыл бұрын

The Dutch was squeezing their own balls now not able to make more money from China.

@Andy-P

2 жыл бұрын

@@wishfulguy4819 China is looking to undermine the west and western values. Money isn't everything.

@wishfulguy4819

2 жыл бұрын

@@Andy-P It was the West that sanction China here n not the otherwise.

I am an Indian trader and want peace for business and core research. I want more discussion on international business and possibilities and not war of any shorts. Aim of science and technology is to create a favorable environment for the humanities. We should give high regards for cheap quality goods and services for humans and who leads the way will be a praiseworthy. Let's compete. After every two years gold medals will be given to individuals, groups, provinces, cities, businesses, nations for their contribution towards... Peace, better pollution control, scientific inventions, poverty elevation, use of military to save people from natural disaster, ethnic dispute and infrastructure building.... more .

Thank you Mr Pascal .

Certainly I will do that.Your videos are the most objective about china today.Your sight is the most profound I've ever seen and you know this country as it looks like perfect.And of course Mister Pascal I watch all your videos with the biggest interest.

@PascalCoppens

3 жыл бұрын

Thanks!

Remember this old saying; Whatever you're good at, there will be an asian who does it better than you.

Money talks. If you think China gdp will overtake US then yes China will be the leader in semiconductor. You got money, you got talent!

The US wants to hit China on chips, but now everyone knows the risks of buying American chips. So in the future, China will build a strong chip industry

@dvidfmar

3 жыл бұрын

Lol even you Chinese knows that US made chips are the best chips don't bullshit me. You adore Iphones. And Iphones have a major marketshare in China. Lemme correct myself *Taiwan made chips. Because Taiwan no. 1.

@user-mhgu6om9mj2t

3 жыл бұрын

@@dvidfmar lol. you troll. It is now but wait until China focus and builds up chip development. Doubt China? US banned China ISS so China creates own.

@jasoncurtis8435

3 жыл бұрын

哈哈

@motherlandbot6837

3 жыл бұрын

@@dvidfmar Glad you corrected yourself, because the US (my country) hasn't been the leading chip designer or manufacturer since the 1980s! Even the US automotive industry has fared better against East Asian competitors than our chip and semiconductor industry. Japan, South Korea, and Taiwan replaced the US in semiconductors by early this century, then South Korea pushed out Japan, and Taiwan replaced South Korea. Your perspective is that "once on top = always on top", yet you've acknowledged that Taiwan, with a population of +23.56 million, has replaced the US, with a population of 328.2 million. What you seem to be blissfully unaware of is that East and SE Asians and Asian Americans were disproportionately represented in the US semiconductor industry in both design and production from the 1980s onwards, and were largely responsible for our strengths relative to European rivals in this industry!😄 The skills and knowledge they developed also enabled them to jump ahead in their ancestral/home countries! Currently, despite US pressure, over 42% of Taiwan's exports by value go to the PRC, as opposed to 14% to the US. Semiconductors represent most of these exports to both nations by value. Beijing was quite comfortable with importing chips and other semiconductors designed and made by their fellow Han right on their doorstep, while Taiwan earns billions in revenue each year by exporting to the PRC, which is both far and away their largest export market, and the largest market in the world today. By forcing the PRC to shift to domestic chip and other semiconductor design and production, the US will deprive Taiwan of trillions in trade revenue, while unwittingly fostering the PRC's greater self sufficiency. Taiwan's economy is both far more dependent on exports and far smaller than that of the PRC. They don't have the PRC's huge internal market or their extremely diverse economic base, and are now dependent economically on the PRC, which won't be dependent on Taiwan for anything in the future!🤣 China now produces more STEM grads than any other nation today; 4.6 million in 2016, versus 2.7 million in India, and 568,000 in the US, according to World Economic Forum data. Unlike other nations, the US includes such easy, fake science subjects as psychology, gender studies, and sociology in our approved list of STEM fields! With such an enormous pool of talent in China, Taiwan can't compete in the long run. Now Intel CEO Pat Gelsinger is warning that "the West is too dependent on (East and SE) Asia for chips", and our Congress is panicking and planning on allocating between US$120 billion and US$190 billion to upgrade US STEM education to "better compete with China", just as they did in response to the USSR's first Sputnik launch. Too bad for those self deluding, stunningly racist fools who keep posting on social media that "the Chinese can't innovate, they can only copy and steal".

@catherinewheel2969

3 жыл бұрын

@@motherlandbot6837 This good wu mao cut and paste, but kind of like every other post I read from wu mao. Why don't you guys come up with anything new? I learn a lot from motherland bot, not.

I was startled by the title of this piece until I saw that it was three years old. China is now in the process of rapidly sailing past us, and their design and manufacturing base is far healthier than ours.

Intel is aiming at producing 7bM in 2023. Intel is considering to product some 7nM chips in TSMC. By the time Intel produce it, China is mass-producing 7nM chips.

@kongwee1978

3 жыл бұрын

The thing is x86 is no longer compete with ARM. Apple shock the world with M1, and ARM you can buy it. Even Huawei purchase the newest ARM9v.

Thank you for your insight!!

In college, I took a class on the physics of semiconductors. It was one of the hardest engineering subjects I ever took. I can't believe I passed it with a "C" grade.

@PascalCoppens

3 жыл бұрын

You passed. That is most important.

Superb analysis without geopolitical bias!

@catherinewheel2969

3 жыл бұрын

Because he paid to do more sophisticated propaganda than standard mainland Wu Mao capable of! You see CPC bot talking, West person less likely to believe! That why Xi Ping and PLA pay him as white man!

@asahiglass

3 жыл бұрын

@@catherinewheel2969 yeah yeah yeah, I could say the same to u and all the pennies paid by cia, we as the global south won’t believe anything westerners spouting. Cheers mate.

@asahiglass

3 жыл бұрын

@@catherinewheel2969 that’s bcos we been terrorized. Plundered, colonized, slaved by global north. Sure Be proud of that. LMAO

@asahiglass

3 жыл бұрын

@@catherinewheel2969 again, be proud of that achievement LOL

@kgapholasegadimanebethuel3873

3 жыл бұрын

Absolutely, I agree

The US block on ASML exports to China isn't geopolitics: turns out the US contributed massively to ASML R&D and therefore have a right to restrict export of their tech.

China’s chip industry has begun to be driven by domestic demand rather than the government. In fact, one of the most important things China needs to do is to suppress the housing boom, because so far it is the most profitable industry. Where all the money goes, no one will spend it. Energy investment in chips, that is the most time-consuming and laborious work, and the rate of return is too long

@Andy-P

3 жыл бұрын

Agreed. The housing boom is a bubble, same for the rest of the world but the problem is biggest in China. I think the CCP can handle it if they start treating the problem. They deffinitely see the problem. Not so easy to fix as property is a key driver of growth.

@DukeLM

3 жыл бұрын

It will drive up costs of everything and suppress competitiveness.

Great analysis. Unbiased and factful. China has good track record of catching up and in cases surpassing the latest technologies around the corners of the race tracks. The capital and determination and the longterm strategy is noone to compete with.

Glad to find a fellow belgian able to think reasonably about China

Of course they will get there and start to lead from that point on. Rumor has it that they may have a breakthrough up their sleeves to overcome the "nm" hurdle.

Quantum technology will replace the semiconductor technology in future.

@wishfulguy4819

3 жыл бұрын

Go away with Silicon.

@phanhophuong9422

2 жыл бұрын

Anh china is sucked

First time watching and I subscribed mid way in the video This is my first time subscribing this fast on youtube ❤️

@PascalCoppens

3 жыл бұрын

Thx

Very good, unbiased, clear and comprehensive material review unlike other channels

@PascalCoppens

3 жыл бұрын

I appreciate that!

If China can build a 57-storey skyscraper in 19 days, a makeshift hospital for Covid patients in 10 days, developed China in 30 years, brought over 600 millions of chinese out of property in such a short time, etc., I don't see why not catch up in semiconductor designs and manufacturing!

Great analysis.

Asml euv's are only used in the sub 10nm space duv's are still the most used machinery for semiconductors. And for the semiconductors after 3nm most companies are likely to adopt the gaafet style which has a advantage in energy consumption but disadvantage in density so it would most likely use advanced duv's that are coming out right now for that purpose.

@PascalCoppens

3 жыл бұрын

Thanks for informing this.

I really love China more and more👏👏👏. Because if what? I am understanding them as human. Others always blame only one country is bad and they say all of them are right and cool. Life is never like that. Everyone has advantage and disadvantage. This is really unfair, i have seen a lot of things from Chinese history and culture. This country suffers a lot before now they just trying to develop itself no harm to others. But others manipulating politically so sad and karma will back. I am from SKorea 🇰🇷🇰🇷🇰🇷🇰🇷

@PascalCoppens

2 жыл бұрын

Thanks for your comment

I think the title should be " Can US keep up with China's semiconductor's growth rate ?"

Vast, vast majority of chips do not need to be built at 7nm or anything close to that. In fact it is not even desirable due to the problems that working at such scales cause. Never bet against China, they have a habit of performing miracles in a short space of time. I think the greatest issue with China is that they take quite a while to gain momentum, which makes sense for a somewhat planned economy.

@dvidfmar

3 жыл бұрын

You mispelled "stealing IPs and crashing down prices to destroy competition wrong". CCP is cancer of humankind.

Thanks for your unbaise analysis and information. Interesting indeed.

The biggest problem in the USA does not exist in China where most CPP members are engineers or science graduates, whereas most US Congress members and senators are millionaire lawyers with a few businessmen and doctors thrown in. To them infrastructures and science investments by the state has too little effect on their wallet to merit consideration. Am I wrong to think that the Chinese leaders are more interested in the well-being of their population then our own? It sure feels this way.

China has the will and has the way. China has a great people.

China is not going produce anything that there is no global demands. The main demand is from 14nm and above. SMIC is profiting immensely by it. The 5nm and 3nm is at best 5% of the chip market. At this stage even 7nm is more than enough. Even 5G mobile phones can use 7nm. There are other reasons why people buy a mobile phone. A 7nm phone has been known to perform better than an Apple 12 5nm. ‘Perform better’ could mean better camera or better battery or better screen or better feel or simply better marketing. My Apple 11 have problem at times detecting 4G network. I have to switch off and on. The design? Forget it. SMIC will corner the market with the other foundries in China. Taiwan and SKorea and USA will lose the China usd350b and growing rapidly semiconductor market.

@greenroad343

3 жыл бұрын

China has the largest consumption of chips too

the answer is probably "yes."

One of the most objective analysis I have seen on KZread. A big thumb-up!! Thank you.

@PascalCoppens

3 жыл бұрын

Thanks

I am a Caucasian from Europe. I love the Chinese. I do hope they can break the western back. God bless them if they do!!!

Semiconductors soon becoming obsolete because I am carry R&D using lights such as wave lengths etc. light is much better than microchips. Lights resolved all the current issues with semiconductors.

@sunshinesun121

3 жыл бұрын

Totally Agreed. China is Playing --Catch Up by using Silicon Chips as Processors. China should LEAP FROG into a NEW kind of Processor like what you have suggested. And I believe they are doing SO ...... QUITELY!!!

@kokkintang9983

3 жыл бұрын

Care to elaborate further?

@hoplam9717

3 жыл бұрын

@@kokkintang9983 that a multi billion answer and like to tell you but confidentiality. But everyone know that semiconductors is very inefficient in micro levels and light is very efficient and no constraints. My research works all based on that and soon makes semiconductors just a historically.

@catherinewheel2969

3 жыл бұрын

@@hoplam9717 You will go down in histoly with great inventors like guys that invented transistol and the microplosssel

@zenlei8258

3 жыл бұрын

@@hoplam9717 Stop lying. Nobody have ever make a light directed semicon prototype. Just dream on.

Technology sanction against China has always been there. However China seems completing its supply chains in every industry. Some techs are harder for China to catch up but China may not be held back for long.

I admire the view that semiconductor development is driven by market!

China is a large single unified market by its own. It is just a matter of time China build up every technologies by themselves. Think it a little bit longer term, China has been No 1 in history for the past several thousands year. That is not a coincidence.

None of these five-years plans ever failed. I'll get bear and snacks, waiting to watch another miracle.

You are behind time to think that China intends to catch up with US on the high end vintage chip manufacturing for 10 nm and smaller. China could manufacture the low end chips. For high end chips, China detoured to an alternative route in graphene and photonic chips in which China is ahead as it began research more than 10 years ago. In about two years time, these highly advance chips which are much better than the silicon chips would come into fruition thru' Huawei and then by other Chinese companies. Then bye bye to US tech and chips. China is famous for leap frogging, what's more with the huge return of talent from Trump's racial profiling and arbitrary accusation against the Chinese in US. It doesn't really matters whether the new chip investments are state of private driven. China's economic numbers and the US's pipe dreams of curtailing China's rightful development only make the Chinese achieve results faster. Look at Huawei and Xinjiang. They're so popular, all thanks to US.

@bldomain

3 жыл бұрын

This is just in!!!!!!!! Huawei has taken a big move and bravely moved forward under the US chip ban, and started research in another field, namely photonic chips. The performance of this chip is better than existing chips, and does not require lithography machines produced by European and American companies. The Dutch media commented on this that the US lithography machine blockade is meaningless, and China may not need these equipment to produce high-end chips in the future. At the same time, the Russian media also attached great importance to this move by Huawei. They said that the United States underestimated the strength and determination of Chinese companies, and the blockade would only arouse challenges from Chinese companies. Blocking the lithography machine is meaningless inf.news/en/tech/339cd07fe2ecab1fc52fe7c88b7e8e8a.html

@zenlei8258

3 жыл бұрын

@@bldomain Dream on. Wait for 50 years more before photonics chips are in production. You think IBM cannot do photonics chips if so easy. You talk kok big only.

@bldomain

3 жыл бұрын

@@zenlei8258 Most electronic & ICT equipment in the world amounting to 95%, uses 14nm and 28nm chips. Only 5% are 7nm and below which are mainly for smartphone. China has already monopolized the 28nm and is gearing up to monopolize the 14 nm as well by this year. This caused an earthquake ripple in the chip making industry. I think you are an Overseas Chinese so let me take you for a walk to our great ancestral land. CHINA. Walking in China- CCP evil? Chinese oppressed? Look around buddy, China is modern, progressive, clean , green and futuristic, kzread.info/head/PLOcyzJdsH2qoFwUJ0X7eJWFpGpeUBnaQx Happy life in China - See China from the eyes of foreigners kzread.info/head/PLOcyzJdsH2qpSTO8rSnEgEP4BbUp8N0TJ Shopping mall in China kzread.info/head/PLOcyzJdsH2qrB6UmnAv8HFxfHtPFCEjSU Street Fashion in China - I still prefer Chinese girls. I know I am bias- HAHAHA kzread.info/head/PLOcyzJdsH2qo4QdWQ2rPFjlLGfldhRp7N Chinese Entertainment kzread.info/head/PLOcyzJdsH2qpaUbW_SsVmRhkYX7y0kk7B Chinese Tech - China is building a share future for the world. kzread.info/head/PLOcyzJdsH2qoOzA_PV5il2ZqVjKD9YxRf

very convincing argument. The chips competition from China is market-driven. No problem for China to catch-up within 5 years and go ahead to lead the world in semiconductors after that.

The reason China is moving ahead faster than USA is that China places more emphasis on forming/educating engineers, whereas we place our emphasis in forming financial experts. So, their pool of tech people is increasing faster than ours. Sanctions are not a cure for our failing to address this technical educational issue that we have neglected for too long. In a not too far future, if we do not address this issue, we will have to import chinese engineers to help us out............... and they may no longer want to come to America.

China can hit back at countries that block its access to chip but it won't do that although it has hurt their businesses especially Huawei tremendously. China may lose revenue from production disruption temporarily but the US will lose something much bigger permanently and that's their reputation as a business partner- untrustworthy.

@Albion80s

3 жыл бұрын

@Aikky Tan Yes, I agree with you. China has been throwing hints hoping Biden would come to his senses but it looks like his administration isn't budging yet sanctioning more of China's technology companies. The current shortages of chips are affecting many industries worldwide, including Americans. Besides rare earth, there other tools to use to hit back but my guess is that China prefers to maintain its business friendly and trustworthy image and reputation instead of being dragged down to the same low level as the US. Would any new technology startups want to be based in the US or in any of its allies country which could become a political football? Nokia is refusing to accept Sweden's ban on Huawei. Ultimately, the US has lost its credibility. It's like asking if Iran will still sign an agreement with the US to restore the JOCPA which Trump had ripped apart.

@user-hv4ky5kt2x

3 жыл бұрын

Samsung is producing latest Huawei Kirin processor (5nm) without US' IP. The processor is no longer the problem. The problem is finishing the latest Huawei's harmony OS, hasn't been released.

@Albion80s

3 жыл бұрын

@@user-hv4ky5kt2x That's the best news many would like to hear. Samsung will be able to enrich itself tremendously. The next hurdle is whether the Evil Empire will pressure their government not to sell like what they did to ASML.

@Albion80s

3 жыл бұрын

@@user-hv4ky5kt2x Many companies and countries are seeking technological independence so as to free themselves from US shackles, regardless of the percentage of US technology embedded in their products. In the long term, US tech dominance will disappear and their companies will suffer. Unfortunately, their government is shortsighted.

@user-hv4ky5kt2x

3 жыл бұрын

@@Albion80s south korea economy is depend on china (SK biggest export is to China), but the military depend on US. so, they have to work hard to keep the balance.

In very short time China is leader in high-speed train, in solar and wind energy, in drugs and many others. To think that it will take China two or three decades catching up is sloppy analysis. They have the talents, the market and very effective government.

@marcusbian2851

3 жыл бұрын

And MONEY!!!

You are reasonably summarize the forecast and I appreciate your goodwill toward us, the Asian.

@PascalCoppens

3 жыл бұрын

Thanks

Good stuff please Keep them coming! 🎉 thank you!

Market and government policy driven, Mainland Chinese should have more talents than Taiwan.

@lauthomas7179

3 жыл бұрын

I do not agree with. 5 nm Chip making requires very special machine like EVM from ASML which were banned to sell China. Other machines also need the approval from USA to sell to China, self developments needs money and a lot of time with many experts in chip making. China will never succeed.

@augustinepan7991

3 жыл бұрын

@@lauthomas7179 it’s the will power that driven China to have the atomic bomb when China was still poor and undeveloped, they used chalk as tool making calculations on the ground instead of computer and succeeded! They found their missile’s control by GPS was turned off, they developed 北斗 to overcome it and succeeded. They were rejected to join the international space program, they built their own, after all it’s physics or law of nature that has no secretes that opens up for all humanity to explore for whom he endures will surely get, nature doesn’t impose patents or IP on humans suctions won’t work.

China says bye bye from Covid 19 .for Us Covid may stay with you for long.

Pascal 👍👍👍🙏🏼😊💪💪you are one of the few can tell the fact about great China, like brilliant scholar Eric Li. as you know warmonger USA and it’s allies bullying and humiliating China since 18 centuries. Their jealousy and hostile towards positive China’s Road and belt journey. We need scholars like you to tell the truth. 👍👍🙏🏼🙏🏼😊💪🥰

@PascalCoppens

2 жыл бұрын

Thx

Tim Cook of Apple says "when I hold a meeting with tool engineers in the USA I can get the room filled. When I hold the same meeting in China, there are stadiums of tool engineers. That's why we moved our factory to China. Not because of cheap labor."

13:30 speaking about the base camp of mount everest, there is 5G internet there now.