A very hidden reason why this failed is the enormous bureaucracy in these programs. small companies have not the resources to go through a paper war, with the exception of some scammers who specialize in It. When you then get the money it comes with ridiculous requirements on repotting spending, but little is asked about results. In the big 12 you find departments that are just applying for grants,most of It goes then into inflated profit margins of products in rather protected markets.

@GetLowRacingOfficial

Жыл бұрын

Hit the nail on the head

@archieames1968

Жыл бұрын

Also European youth tend more toward the attitude of those youtube commentators who type 'muh capitalism bad' underneath videos about anything negative in the world no matter what it is. Pretty hard to recruit people to create a system they've been taught is bad.

@richardbloemenkamp8532

Жыл бұрын

@@archieames1968 As a European having lived from 75 to 03 in The Netherlands and since 03 in France, the countries in Europe were quite divided while the language barriers further increased the issue. We miss European pride such as Americans and Japanese have their national pride. As an example after the Dutch stopped buying Philips they just bought Asian or American. No Dutch thought about buying Thomson or Siemens to support Europe. Only at gouvernment level European collaboration was stimulated (ESA, Airbus etc.), but for normal people this was far away.

@timschulz9563

Жыл бұрын

Who are the big 12? Edit: Found it. AEG, Nixdorf, Siemens, Bull, CGE, Thomson, Olivetti, STET, Philips, GEC, ICL, Plessey

Im Glad ASML and Zeiss still exist today in europe

@oceanwave4502

Жыл бұрын

ASML could have a bright future if they got unlimited access to China market. But due to the sanctions, China is increasingly self-reliant. If people think the entire human civilization will have only ASML capable in this regard (EUV), then they're so super naive.

@done-damned

Жыл бұрын

Yes, otherwise it will be condemned to second world country status 😢

@mattiafalappi5516

Жыл бұрын

ASLM is pratically an american blockage on european semiconductor industry,with intel as a major player. Zeiss is for now independent,only for the optics required in the heavy industry,litography and opto-electronics in general,because ddr zeiss jena philosphy with focus on heavy and big industries, they literally acquired it for cents. ASML it's a dutch based american company,as it is really weak to american ban policy,if they try something independet they will quicky disappear,as every European company that could have been a problem for us monopoly,since 1950's

@ROIDDDDD

8 ай бұрын

Asian shall overcome ASML shortly.

@humushumus2219

3 ай бұрын

​@@ROIDDDDD Could happen. But in terms of fundamental innovation in pretty much all fields, Asia is a dead spot, they will only take the technoghy so far. On the other hand AI could change the game completely, Asia again are not contributing with anything but assistants in this field either. Work ethic is great tho..

A video on Alcatel's fate, once biggest telecom industry of the world, would be awesome. Just one anecdote (I worked 10 years with Alcatel): having failed to understand IP networking, they bought the ATM leader Newbridge for $7 billion. The rest of this industrial failure is as epic. It finished as a cheap prey for Nokia.

I think Bosch deserves a video as they are part of the semiconductor ecosystem, and a very important player in the MEMS field.

@ROIDDDDD

Жыл бұрын

What? ha ha ha

Slideshow = ingested.

@dabdoube92

Жыл бұрын

Wot ?

It’s a good nighttime story to fall asleep to. Thank you, Jon. Soothing voice, clever nuanced intonation.

There is no ecosystem in Europe. NEC invested billions of dollars in the 1980s to build fabs in Livingston, Scotland, and Roseville, California. The fab in Livingston was closed and turned into a supermarket, but the fab in Roseville continued to survive by producing defense semiconductors for the U.S. Department of Defense. Just recently, it was announced that BOSCH will acquire it for 1.5 billion dollars.

@PainterVierax

Жыл бұрын

in your example the reasons are simple: EU legislation is more favorable to laborers thus growing manufacturing costs. In the meantime the US military is also using its NATO allies to sell equipment so they have cannibalized the EU market, just like IBM or Dell did with computer.

@harrisonbergeron9746

Жыл бұрын

@@PainterVierax the eu... in the 1980s...

@PainterVierax

Жыл бұрын

@@harrisonbergeron9746 EEC if you prefer. I wasn't talking about "federal" legislation but the national and regional laws.

@davidradtke160

Жыл бұрын

@@PainterVierax the European market is also fragmented more then the US market despite being a “single” market. There is no EU defense market. The EU nations are more individual markets then the US states are. It makes it harder to scale up and compete.

@ROIDDDDD

Жыл бұрын

NEC? Let the bygones stay gone! High tech is not the history. It only works present.

Signetics, now that's a name I haven't heard mentioned, in sometime ! My first databook was from Signetics. Their 1974 databook, in hardback. I once had a wall, 12' x 8' custom bookshelf, full of databooks. I've rid myself of most of them, as PDF files became common. Now the small remnant can fit in a small 3' x 3' bookshelf.

@danielmantione

11 ай бұрын

Philips did continue the Signetics brand for quite some time after they bought them. It only did disappear somewhere in the 90s.

Well, I think the story of ARM is one of the huge European success stories in this sector. ARM-based CPU are well on the way to replacing x86. Apple Silicon, AWS Graviton, Qualcomm Snapdragon, Samsung Exynos, Google Tensor - these are all relying on ARM designs. Not to mention the myriad of embedded devices. ARM does deserve a lot of praise - and a video. ;-)

@AgusSimoncelli

Жыл бұрын

But ARM only does chip design, not manufacturing. It is important yes, but i don't think it counts as part of the semiconductor manufacturing sector

@klausschroiff4405

Жыл бұрын

@@AgusSimoncelli Manufacturing is just a question of money and scale. All the semiconductor manufacturers buy equipment from ASML, Applied Materials, Teradyne, Lam, etc. AMD is also fabless. Would you rate AMD as not important because they aren't manufacturing their stuff? ARM goes simply one step beyond AMD and the likes. At the end of the day, knowledge is the key ingredient in this game. And that's what ARM is selling.

@ROIDDDDD

Жыл бұрын

@@klausschroiff4405 Manufacturing is just a question of money and scale? Are you proud to be this ignorant? In part it maybe true but your kinds are on the brink of Tzar bomba detonation due to this lack of manufacturing. What a poetic justice!

@cspdx11

10 ай бұрын

​​@@klausschroiff4405as someone who designs circuits on chips (like AMD or Nvidia) I would say the manufacturing technology is the hardest part

@Longlius

8 ай бұрын

Also Apple Silicon is not an ARM design. Apple licenses the ISA so software built for ARM can run on its chips, but does its own chip design internally.

Very impressive mix of tech, history and economics! A rare mix of skills! Well done! Keep this up! Especially now as all EU countries and UK are keenly aware of their failings in this space.

@richardbloemenkamp8532

Жыл бұрын

The next step will be the electric car market space.

@ROIDDDDD

Жыл бұрын

their failings in this space? Failed already not without even dead cat bouncing!

@richardbloemenkamp8532

Жыл бұрын

@@ROIDDDDD I'm happy for you that you are so confident. We will see in a few years. There is a huge geopolitical side that is hard to predict.

@ROIDDDDD

Жыл бұрын

@@richardbloemenkamp8532 The European geopolitical superiority that never was is what you are saying? Twice the pan European wars never taught anything to war hungry animals?

@benjaminkrala3047

9 ай бұрын

​@@ROIDDDDDthe fact that you speak English is part, why Europe once ruled the world 😜

STMicro, Infineon, NXP are doing well in Europe and abroad.

Thanks Jon - an excellent recount of what has been the backdrop of a large part of my career over those years. One thing stood out watching this video is the major contrast between the European and Asia semiconductor industries in relation to where the fabs are located - so many of the European fabs are located in such beautiful parts of the world and are genuinely nice places to visit, whereas in Asia there is no escaping the fact that the fabs are located in highly industrial / manufacturing based large cities.

Loving these videos!😊

Well done. It would be very interesting to see your take on the rise and fall of Commodore. Lived through that one.

Európe's downfall stems from its missed window of opportunity to create its own chip manufacturing facility in the 80's and 90's. The lack of technological innovation, burdensome taxes, high labor costs, and deindustrialization have created a favorable environment for new competitors to exploit these factors such as soûth korea, tàiwan and kinda chína/usa

@juanmartin1729

Жыл бұрын

True

@FernandoPerez3h

Жыл бұрын

Yes

@michaels5425

Жыл бұрын

I don’t think this tells the whole story. After all, a lot of these factors in Europe are what Asia (and most non-settler societies) aspire for: a sustainable community with wages across all sectors. There’a a bigger matter of acknowledging disruption as a market force and bringing it into planning a stable post-industrial society

@alexlo7708

Жыл бұрын

Japan, Korea and Taiwan are all US setting up. They don't have real self building tech. So its vulnerable. When Japan made US angry , It semiconductor tech went down abruptly. They all depend on tech transfer from US all the time.

@oceanwave4502

Жыл бұрын

The energy crisis and high inflation as well as aging workforce: all come as a perfect storm for Europe. Things can only get worse there. When Climate Chage takes real effect in 20 years, tens of millons of refugees from Africa and Middle East will migrate to Europe, making the situation there much more messy.

My dude. Esprit = French for Esprit =pronounced S-Pree = means 'spirit' or 'soul' in French

Been enjoying your content for a long time!

Excited for the vid

Outstanding as per usual

Great Video.... again, Jon! Thanks

You should do a video on IMS Nanofabrication which develops mask writers and is located in Austria, Europe. They own the majority of the market.

Great resources! Thank you

The CDC supercomputers were designed by Seymour Cray who would later found a company of his own. Supercoumputers were made obsolete by massively parallel designs.

Appreciated the joke about Espirit, haven't seen them in Singapore and Hong Kong since the Covid pandemic

I think esprit is pronounced the French way. Nice work as usual

@glennac

Жыл бұрын

Came here to say the same. Phonetically it’s pronounced “Espree”.

@cv990a4

Жыл бұрын

For sure. The way to get the French to agree to a pan-European project is to give the project a French name. Everyone in Europe understands that. ESPRIT, Concorde (with an "e", the French way), the ECU (the pre-Euro monetary unit, the European Currency Unit - ECU happens to be the name of an old French coin), Ariane rocket, etc. Even CERN is known by its French acronym. So Asianometry will give the French govt a very big sad by not pronouncing ESPRIT au Francais. The rest of the Europeans don't care very much, so generally cater to France's language insecurity.

@PainterVierax

Жыл бұрын

@@cv990a4 WTF is that comment?! First, EU is based on post WW2 collaboration between France and FRG. So it's not always pan-european projects from start. Sure ECU is an old French coin, but, like for Euro, that choice was primarily driven to lessen the number of pronunciation disparities between the different EU languages. Concorde is a French and UK project only. France by itself started making rockets in the 60's. And before Ariane you seem to forget that the precursor of ESA did worked on the Europa rocket, which is not a French name despite already being launched from their site in French Guyana. CERN is just an acronym made to be pronounced, that's the only reason the name stayed for the actual OERN. The rest of the European countries also don't care still having US military bases on their lands… This is heavily cultural. France (as well as Quebec) are proud to be independent, resisting the hard and the soft power of English speaking societies. And when you see the fate of their French-spoken neighbors (New-Brunswick, Maine, Belgium, Switzerland) this is reinforcing the conviction they have to be obnoxious and protective towards their cultures and identities, including the language.

@pxh6129

Жыл бұрын

​@@cv990a4 Don't know if this is true or not (probably not), but it was hilarious.

@cv990a4

Жыл бұрын

@@PainterVierax Triggered much?

Can you please call it D-RAM like literally everyone else..? ;-)

Interesting that the Philip's Spin off asml (duv), and zwiess (mirrors) power intel, Samsung tsml etc.

@sebastianwolfmayr

Жыл бұрын

zwiess? if you mean zeiss, they're not a spin-off, they've been around in germany since the 1840s

Don't worry Charles Babbage's difference engine is about to receive a die shrink from 4.5 meters by 6 meters to 4 meters by 5 meters. Europe will reach parity with the likes of Intel and Samsung within a millennia.

lol @ 10:25 - That logo belongs to the san fransisco clothing company named esprit :P

Again I'm imploring you to do a video on the history of Ireland's economy.

Esprit is pronounced "'espree"

Wake up babe, new semicon lore just dropped

Great video. FYI 'Esprit' is pronounced 'Espree'

5:47 Alstom, not Alstrom !

I assume you mean Alstom? 5:49

Esprit is pronounced ‘ess pree”

5:41 - it is Alstom. Not Alstrom.

ESPRIT Sounds good but bureaucrazy and Lack of huge Investment is a big No No for Semi-conductors

Can you PLEASE do something on the French Minitel??

After watching this, I'm now watching the other "why Europe lost" video. As still lived in Europe during those crucial years - the late 80s and early 90s - and worked for Siemens. I'm curious whether my own personal observations will make it into the vids. Spoiler alert: my take is that it goes beyond European bureaucracy. By those years Siemens had degraded to "a bank with an attached electro gadgets department". My coworkers and peers had as career goal to reach their level of Peter Principle and then await retirement. For Siemens had an excellent in-house health fund and pension fund. Sit it out, do your 35 hour week, go on vacation for 8 weeks (at least) a year, go on "Kur" every year (paid for by health insurance). I spent years there, getting reported to the union, because I was working too many hours (I am dead serious). With a few others there, I created the foundations of parts of Germany's Internet, when much of Siemens (then merged with Nixdorf) was going on the X.400/X.500 OSI network dead-end. I can say without exaggeration that I created the first public website for Siemens-Nixdorf and built large parts of their entire DNS and SMTP infrastructure. By the mid 90s I finally gave up in disgust and took a job offer in the US, moving to Silicon Valley.

@benjaminkrala3047

9 ай бұрын

Lebst du immernoch im SV?

@michaelhoffmann2891

9 ай бұрын

@@benjaminkrala3047 Nein, Australien. :)

as a european in exile, this hurts

John, Please, consider reporting on the business "climate" and the sentiment for freedom in Taiwan. Also, comment upon opportunities for investment, etc. there.

Semiconductor history, love it.

What happened in the 2010s? No attempts to change3 course?

And yet the whole industry relies on asml

I'm trying to figure out how to short high flying Thai stocks. Can you do a video on Thailand's derivatives market or lack thereof?

D-Ram not "dram".

@elizabethwinsor5140

Жыл бұрын

I call it dram .... because I am Scottish...and that's how we say it !

They Lost PCBs, so inevitably they lost Microchips - Logic Chips, Memory Chips and Sensors.

Mr Deer!

As I working in semi past 15yr in Japan, semi industry is highly required the water, hydrogen and huge Human Resources(3 groups of people keeps tracking machine in 24h running) industry. It’s not profitable in US and EU due to they have labor unions. Basically, the EU semi industry is highly depend on government cashing flow.

@kioly_ah

Жыл бұрын

that’s why its can “Success/Profitability ” in Asia

@davidradtke160

Жыл бұрын

Ehh the US is pretty weak on unions and produces a decent portion of selmi’s though a lot less as a percentage of the worlds then it used to be.

Thanks for the vidzeo Little mistake @ 5min50 >>> Alstrom does not exist, you speak about alsthom (Alsace - thomson) which became alstom

@Asianometry -- perhaps a related video on the software side would fill in some gaps. I'm American, and almost all the software news I hear is huge EU fines on Google, Microsoft, Apple, and other American companies, or the US government locking Huawei and other Chinese companies out of the US market. Sad to say, but other than car companies and Airbus, I know almost nothing of any EU manufacturers. let alone software companies, and only hear about Chinese software companies in relation to security threat claims, and whatever Huawei started as a replacement for Android. China has the CCP to blame for its industrial policy fiascos, and the EU sure has its own share of industrial policy failure. I may be just a corn-shuckin' American hillbilly ... but I sure do wonder what software the rest of the world uses. Are smart phones really limited to just Android and Apple software? Is the desktop market really limited to just Microsoft and Apple, with a smattering of Linux?

@SanderdeVries-pw8oy

Жыл бұрын

to name a few, STMicro, NXP, Infineon, ASML, ARM (British). But I agree, EU is far behind US/ China

@xerzy

Жыл бұрын

The free software world is indeed quite big in Europe, funded by the EU. There's operating systems, (collaborative) office suites, social networks, video platforms, search engines... they just happen to not be startup initiatives funded via VCs based around proprietary IP, while the bigger companies couldn't care less and work with consultants to pull off whatever they need.

@reinerheiner1148

Жыл бұрын

The big US conpanies are also the primary sources of it tech in europe. Intel, amd, microsoft, google, apple, ... Europe has a lot of specialized companies that you won't hear about in consumer trch tho - SAP, Siemens, Bosch,... to name big german ones... and surely others in other countries. But we are so far away from the USA and China, its a joke really. I can just hope Europe learns from its past mistakes. But catching up is hard, especially with the new GPU shortages for AI according to OpenAI, and we are again behind in battery production, which could cost us our automotive industries as well - not to speak about the risk of big car makers to be to slow to adapt to the new electronic car reality. And this might, at least for Germany, result in an exodus of companies supplying the VW etc because even if the big car makers succeed in transitioning to electric cars, the companies supplying combustion motor related parts will most likely implode. And Europe seems to be far behind in AI as well, with the biggest AI company that comes to mind is Huggingface.

@davidradtke160

Жыл бұрын

Yeah largely the whole world uses common American software. Siemens is a leader in industrial/manufacturing operating process software but on the consumer side the US stuff largely dominates.

@benjaminkrala3047

9 ай бұрын

Spotify?

Not out of annoyance, just a correction. Esprit is pronounced "S-Pre" it stems from French, and being an EU policy its likely it was largely written there, though in don't known that part for sure.

What's with the yellow light bulbs in the chip factory?

I believe "Esprit" is pronounced "Espree."

What about Infineon? :D We Germans were sooooooo proud of the 4 Mbit RAM factory they built. Haha. It was obsolete even back then.

Please make a video on America's ChatGPT Artificial Intelligence, it's taking the world by storm.

You can throw all the money you ant at a problem, but without fresh or new idea's you have nothing. where would we be without arm cpu's.

Esprit is pronounced "Gnystnpwythtt"

Bro it's pronounced Dee-Ram not Dram

Not only AMSL, there is the universty in Belgium that do world leading IC research, but we in the EU have been unable to turn that into companies. Partly also because in places like US, the military gives the homs companies an advantage (Intel, IBM, MS, later Apple, Google, Amazon, etc), and then our open market allow big foreign companies to outcompete smaller and less mature local companies. Many has also realized that open markets are not a great idea, as many of the big global companies often has received some help in the beginning. Not necessary as individuals, but as the USA has done in commercializing the rocket market. But times are starting to change and EU is waking up. Also the EU today has an economy the size of the US, so we can do the same if we want to. Good point that EU should focus on say stuff like machines, robots and automation for manufacturing and other areas where we are strong.

@osb1945

Жыл бұрын

😂 the eu's economy is way smaller than the us economy china has a larger economy than the eu US GDP: $24 trillion China GDP: $19 trillion EU GDP: $17 trillion Then if we now based on consumption alone 😂a massive difference

@davidradtke160

Жыл бұрын

I mean blaming all the success of US tech start ups on military spending seems reductive. Europes single market, is not as singular as the US market. Different languages if nothing else make scaling a start up harder. The capital market of the EU is also not integrated as the US capital market which makes it harder for start ups to raise capital and scale. EU has less money in pension funds etc that fund VC’s and more retirement etc coming directly from the governments. The French and Germans care a lot more about a German or French company succeeding, then Ohio cares if it gets its software from California. Generally the EU had had much more aggressive industrial policy abd government support of companies then the US, with more restrictive trade policies to reduce competition. Doing more of that won’t change the outcome.

Slowly turned to dust. And you pronounce EspriT whatchever way you like, honey. Just ... not Nitch; please say Neesh (pl. "Neesh"), or ignore me. Thanks.

@jamesgornall5731

Жыл бұрын

Some people say nitch, many people dont

Your fan was on. Either turn it off, or get an Nvidia gpu and use their ai voice feature to remove background noise.

@crash.override

Жыл бұрын

There's always Noctua !

@Username-qx9gk

Жыл бұрын

The vidia ai voice feature makes unnatural silences. Learning to use free audio plugins (a compressor in particular) is the way. You don't need an overpriced GPU, even real time audio plugins will run on basic CPUs from a decade ago

What's remarkable is that despite all the internal rot and failure, new innovators continue to pioneer new technologies. This is one of the failures of central planning that socialists, and even capitalists, can understand. The growth and leadership of Taiwan and South Korea continue to illustrate this remarkable phenomena. And the United States has had winners and losers in this game. Losers have been allowed to fail, and winners given the scope to win ---again a remarkable phenomena. Apparently IBM has dealt itself back into the great game after it's failures in the 1970s and 1980s. That, too, is a remarkable event.

Its too bad that electricians that wire houses get a ticket and great pay for learning how to wire a house but learning computer electronics ended up paying poorly. Electronics is a terrible industry that failed most of us including itself.

Great video and commentary. You highlighted the EUs inability to get anything done. Everything it touches turns to ...

Can we go back to the more technical format, i feel like we're losing track

@answerman9933

Жыл бұрын

@Potatoes What is the more technical format to you?

@volvo09

Жыл бұрын

​@@answerman9933 moar technicals, lots of technicals.

When you talk about german industry you have to talk in past tense thanks to us proxy war in east europe.

@whocares281

Жыл бұрын

Erzähl keinen Quatsch.

Having the EU back you is probably more of a harm than good

@PommelKnight

Жыл бұрын

Sure, that's why airbus is such a failure.

china is ahead of european countries in most industries, especially tech and semiconductors, kinda strange USA still bothers sticking around when Europe really doesn't hold much value in the mordern era both in terms of technology and their military

@davidradtke160

Жыл бұрын

I mean Europe as market is nearly as large as the US, so it be odd to ignore it. And it’s hard to engage with the UK and Scandinavian countries while ignoring Europe.

Dont use the nigga word ....some people get really upset about it...black people mainly ?

I love your channel but I just gave up hearing sem -I- conductor for the umpteenth time. Cannot hear that pronunciation a hundred times without wanting to eventually scream. Your pronunciation is intensely American and I apologise but I cannot damage my ears any more. Sadly, unsubscribing to save my brain from the pain.

asia would be nothing without europe or america.

@georgekingiv8171

Жыл бұрын

Europe or America would be nothing without rest of the world.

@Unforseenak

Жыл бұрын

@George King IV not true, look at pictures of shanghai from the early 90s just a river and trees, the western world made you what you are today and just because things have been off shored and you got a little bit ahead doesn't mean you should let it go to your heads. west should have never exported any chips period then there wouldn't be south china sea disputes expanding china and russia using our weapons technology and chips. Europe and america invented it all first asia just stole it you all know it. China and asia would still be crapping in rice paddies in 1 story huts if it wasn't for the west.

@czechgop7631

Жыл бұрын

And now we would be almost nothing without asia