How ASML, TSMC And Intel Dominate The Chip Market | CNBC Marathon

CNBC Marathon got an exclusive look at how the world makes the now all important processing chips at ASML, TSMC and Intel.
Tour inside ASML’s cleanrooms to see how these $200 million EUV systems print minuscule designs on advanced microchips using exploding molten tin, the flattest surface in the world, and light so narrow it’s absorbed by air.
Taiwan Semiconductor Manufacturing Company makes 24% of all the world's chips, and 92% of the most advanced ones found in today's iPhones, fighter jets and supercomputers. Now TSMC is building America's first 5-nanometer fabrication plant, hoping to reverse a decades-long trend of the U.S. losing chip manufacturing to Asia. CNBC got an exclusive tour of the $12 billion fab that will start production in 2024.
And for decades, Intel was the leading maker of the world’s most advanced chips. Intel’s history is interwoven with that of Silicon Valley, credited with the invention of RAM and microprocessors, the building blocks of modern computing. Now Intel has fallen behind. But its new CEO, Pat Gelsinger, has a bold plan to catch up to Samsung and TSMC by 2025, by building new chip fabrication plants in the U.S., Europe and Israel totaling more than $44 billion. CNBC got an exclusive tour at the fab expansion outside Portland, Oregon, that’s set to open early next year.
CNBC Marathon brings together the best of CNBC’s chip coverage and examines how this competitive, lucrative and vital industry is changing.
Chapters:
00:00 Introduction
00:39 Inside ASML, the company that all advanced chipmakers rely on (Published Mar. 2022)
19:10 Exclusive look inside the secretive Taiwan chip giant TSMC (Published Oct. 2021)
36:47 Inside Intel’s bold $26 billion U.S. plan to regain chip dominance (Published Nov. 2021)
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How ASML, TSMC And Intel Dominate The Chip Market | CNBC Marathon

Пікірлер: 2 100

  • @SheileyLuna
    @SheileyLuna12 күн бұрын

    I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.

  • @RebeccaSheer

    @RebeccaSheer

    12 күн бұрын

    I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

  • @JaneGallagher-ur9jp

    @JaneGallagher-ur9jp

    12 күн бұрын

    A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k

  • @AlejandraIgnacio-vv8tx

    @AlejandraIgnacio-vv8tx

    12 күн бұрын

    Glad to have stumbled on this conversation. Please can you leave the info of your investment advisor here? I'm in dire need for one

  • @JaneGallagher-ur9jp

    @JaneGallagher-ur9jp

    12 күн бұрын

    Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets

  • @scottjuarez9549

    @scottjuarez9549

    12 күн бұрын

    She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing

  • @ZaneKyber
    @ZaneKyber Жыл бұрын

    This is by far the most in depth and detailed video I've seen on this topic ever, CNBC really really really did an amazing video here

  • @nolanwhite1971

    @nolanwhite1971

    Жыл бұрын

    Its good, but check out asionometry.

  • @cosmnc3790

    @cosmnc3790

    Жыл бұрын

    @@nolanwhite1971 link?

  • @dianapennepacker6854

    @dianapennepacker6854

    Жыл бұрын

    It and a video called 5 steps in making chips are great. (It covered the architecture and software aspects). I was reading two guys go at it online and these two companies popped up numerous times. It piqued my interest enough to look into it

  • @madsam0320

    @madsam0320

    Жыл бұрын

    All hype, seems like the same people on asianometry, trying hard to push the shares of those companies. EUVs are proving very problematic in reality and these companies are in trouble, look at their stock prices, the market does not lie.

  • @namelesknight7840

    @namelesknight7840

    Жыл бұрын

    This video did teach me a lot I never really was interested in silicone chips until this video randomly came up extremely well detailed and now I know how they are made and I would have never guessed just how hard it is to make high-quality chips and why the market doesn't have them

  • @gagnepaingilly
    @gagnepaingillyАй бұрын

    Interesting how much has changed since the video had been recorded. NVDA in the 900s, TSLA, ASML and APPL down even more. I am currently holding north of $300k in a savings account waiting to invest in another huge opportunity.. Where would you invest this as of now?

  • @84gaynor

    @84gaynor

    Ай бұрын

    Invest in real estate, ETFs and high-yield savings account.

  • @Lewyn298

    @Lewyn298

    Ай бұрын

    Certain Ai companies are rumoured to be overvalued and might cause a market correction, i think it’s best you reach out to a proper fiduciary for guidance

  • @sommersalt88

    @sommersalt88

    Ай бұрын

    De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.

  • @kashkat987

    @kashkat987

    Ай бұрын

    this is all new to me, where do I find a fiduciary, can you recommend any?

  • @sommersalt88

    @sommersalt88

    Ай бұрын

    "Jennifer Leigh Hickman" is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment

  • @PhilipMurray251
    @PhilipMurray251 Жыл бұрын

    The financial markets seem to be suffering more than the real economy from the prospect of further Fed tightening, I seriously need suggestions on how to diversify my $500k portfolio made up of volatile TSLA.

  • @Robertgriffinne

    @Robertgriffinne

    Жыл бұрын

    The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the stocks you focus on.

  • @JamiLandrell

    @JamiLandrell

    Жыл бұрын

    very true, about 50% of my portfolio profit was from TSLA, GME and NIO, my financial-advisor was able to get me in early on most of these stocks .I've been able to scale from $350K to $970K

  • @PhilipMurray251

    @PhilipMurray251

    Жыл бұрын

    @@JamiLandrell wow ,that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.

  • @JamiLandrell

    @JamiLandrell

    Жыл бұрын

    @@PhilipMurray251 Having a coach is key to portfolio diversification, My advisor is "Corinne Cecilia Heaney" You can easily look her up, she has years of financial market experience.

  • @Natalieneptune469

    @Natalieneptune469

    Жыл бұрын

    @@JamiLandrell I just looked up Ms Corinne online and researched her accreditation. She seem very proficient, I wrote her and scheduled a call.

  • @DBRising
    @DBRising Жыл бұрын

    The brilliant people who make the tools to make the components of the widgets we buy are my heroes!

  • @the_real_economics

    @the_real_economics

    Жыл бұрын

    So that majority of people can make stupid tiktot content, send stupid messages on messanger etc. ;)

  • @MusicAutomation

    @MusicAutomation

    Жыл бұрын

    @@the_real_economics I'm sure when the smartest humans discovered how to harness fire, there were a bunch of others that were like "look how pretty when I burn down village." edit: come to think of it there still are those people, sadly.

  • @blu3_enjoy

    @blu3_enjoy

    Жыл бұрын

    @@MusicAutomation yeah, you

  • @MusicAutomation

    @MusicAutomation

    Жыл бұрын

    @@blu3_enjoy woah sick burn

  • @gabriellewilson5625
    @gabriellewilson5625 Жыл бұрын

  • @davidnewbury1721

    @davidnewbury1721

    Жыл бұрын

    You have to get a financial-advisor/broker to aid you diversify your portfolios to include commodities, inflation-indexed bonds and stocks of companies with solid cash flows, as opposed to growth stocks where valuations were based on future potential earnings

  • @sheliaswelttk2535

    @sheliaswelttk2535

    Жыл бұрын

    @@davidnewbury1721

  • @williamskohler8337

    @williamskohler8337

    Жыл бұрын

    @@sheliaswelttk2535 How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.

  • @sheliaswelttk2535

    @sheliaswelttk2535

    Жыл бұрын

    @@williamskohler8337 all credits to Amy Priscilla Raskin, one of the best portfolio manager;s out there. she;s well known, you should look her up

  • @dingyraskal34

    @dingyraskal34

    Жыл бұрын

    @@sheliaswelttk2535

  • @Anonymous-qb4vc
    @Anonymous-qb4vc Жыл бұрын

    This was much needed documentary regarding most important tech and companies that enabled this modern world.

  • @mountainvalleymedia5836
    @mountainvalleymedia5836 Жыл бұрын

    I'm Dutch and I had no idea of the size and specialty of ASML, truly impressive!

  • @curlyheaduriah8237

    @curlyheaduriah8237

    Жыл бұрын

    Same man

  • @Joey-ct8bm

    @Joey-ct8bm

    Жыл бұрын

    Do you know Bluetooth and WI-FI is also invented in the Netherlands? Every phone or computer in the world is made possible by Dutch technology.

  • @user-DongJ

    @user-DongJ

    Жыл бұрын

    All hail Dutch specialists! Long live Dutch inventors! May they & their descendants live in Peace & Prosperity for Ten Thousand years! 🙏

  • @Joey-ct8bm

    @Joey-ct8bm

    Жыл бұрын

    @@chinesejesuschrist Are you just here to say stupid stuff or did you actually watch the video. TSMC in Taiwan is a manufacturer of chips. ASML is the only developer of chips. Without ASML machines at TSMC they would be nothing. If today ASML took their machines back it would reduce TSMC to making old chips. The same chips Intel makes. You could take away TSMC, but not ASML. There's only one ASML. You could replace TSMC in two years with enough capital. Exactly why the governments are building FABS all across Europe, China and the US.

  • @Joey-ct8bm

    @Joey-ct8bm

    Жыл бұрын

    @@chinesejesuschrist The 5nm chipmachines TSMC uses are from ASLM. Without those EUV lithography chip machines TSMC can't make 5nm chips. They can't even make 7nm chips without ASLM. Maybe you should do your homework and maybe watch this video again to refresh your mind.

  • @schmoyoho8997
    @schmoyoho8997 Жыл бұрын

    The reporter of these pieces did an incredibly good job.

  • @Coolgiy67
    @Coolgiy67 Жыл бұрын

    Electrical engineer here, let me tell y’all what a chip actually is. It’s a wafer of silicon that’s been doped with either boron for p-type semiconductor or phosphorus for n-type semiconductor. Putting a P-type and N-type right next to each other creates a PN junction (Metallurgical junction) there’s some very interesting physics that goes on here but to cut it short it only conducts current in 1 direction. This device is known as a diode, 2 diodes together is a transistor. So they will layer these semiconductors in such a way to make npn or pnp transistors and etch them with lithography. A transistor can basically act as a switch or an amplifier and can be voltage controlled or current controlled depending on the type of transistor (either bjt or fet)

  • @J_a_s_o_n

    @J_a_s_o_n

    Жыл бұрын

    What?

  • @maxheadrom3088

    @maxheadrom3088

    Жыл бұрын

    @@J_a_s_o_n Exactly! I know what he's talking about and I guarantee: it would take a very long comment to explain it all. I'll try, then, to explain what the hell are those 7nm, 5nm, and super ultra violet light is about. To make these chips we need to create transistors on it. We do this by mixing some material to one region and another material to another region. To do that we coat the silicon disk (waffer) with a plastic that get brittle when light hits it. We then wash the waffer and add the material we want. We repeat the process for how many different regions we need. The machine used is like a reverse video projector (or, if you're older, a reverse slide projector): it gets a huge image source and projects it on a tine square on the surface of the waffer. To do that we need some special lenses and projectors. There's another problem: we want to get more transistors on the same small square because that saves us waffers and also allows for chips that consume less electricity. The smallest line (thinnest) used started to get so thin it got smaller than the wavelength of visible light - and that means we can't do it with visible light. People started using ultra-violet and x-ray to do that but that is not so easy! You know how 5GHz wifi doesn't go as far as 2.4GHz? 5GHz has smaller wavelength than 2.4GHz and that causes 5GHz radio signals from wifi to interact more with walls and doors. The kinds of frequency needed to make a 7nm chip are so high the light interacts even with the glass used to make the mirrors! These machines, for those reasons, are so complicated people don't even want to try and develop their own. Even Japan's governement gave up on their attempt. Japan ruled this market in the past, btw - so they were not starting from zero. I hope I managed to explain a few things that are important to understand the video.

  • @crazycutz8072

    @crazycutz8072

    Жыл бұрын

    If People watch This program then might just understand the subjekt and what a chip is.. Just sayin

  • @Quantum_in_Java

    @Quantum_in_Java

    Жыл бұрын

    @@maxheadrom3088 silicon disk coated with plastic ? And on top of that new layers are added , but isn't plastic a non conductor ? so how would the electron move then ?

  • @Quantum_in_Java

    @Quantum_in_Java

    Жыл бұрын

    "so they will layer this semiconductor to make a pnp or npn transistor and etch them with lithography " Why do we need lithography after that ??

  • @checkforme234
    @checkforme234 Жыл бұрын

    Recessions are part of the economic cycle, all you can do is make sure you're prepared and plan accordingly. I graduated into a recession (2009). My 1st job after college was aerial acrobat on cruise ships. Today I'm a VP at a global company, own 3 rental properties, invest in stocks and biz, built my own business, and have my net worth increase by $500k in the last 4 years.

  • @kimyoung8414

    @kimyoung8414

    Жыл бұрын

    Let's face it... buying more stocks & index funds during stock market corrections and bear markets is scary. Which makes it really hard to do for most people like me. I have 260k i want to transfer into an s&s isa but its hard to bite the bullet and do it.

  • @erichkraetz2622

    @erichkraetz2622

    Жыл бұрын

    @@kimyoung8414 You need a Financial Advisor my friend so you don't get ripped off in the market. They provide personalized advice to individuals based on their risk appetite, placing them among the best of the best. There are bad ones, but some with good track records can be very good.

  • @alexyoung3126

    @alexyoung3126

    Жыл бұрын

    @@erichkraetz2622 I agree with you totally Rose, Yes they can be positively impactful to an individual's portfolio. I started with a trust Financial Adviser named "INGRID CECILIA RAAD". She is verifiable and her work ethic complies with the US Investment Act of 1940. Her approach is transparent, allowing full ownership and control of my portfolio with very reasonable fees relative to my portfolio earnings.

  • @stephaniestella213

    @stephaniestella213

    Жыл бұрын

    @@alexyoung3126 I know I've wanted to start investing for a few months, but just haven't had the courage to start because the market has been down for most of this year. Please how can I reckon with such skills and what are his services like?

  • @alexyoung3126

    @alexyoung3126

    Жыл бұрын

    @@stephaniestella213 She covers things like investing, insurance, making sure retirement is well funded and looking at ways to have a volatility buffer for investment risk, lots of things like that. You can take a look at her full name on the internet. She is renowned. So it shouldn't be difficult to find her official webpage.

  • @rajendramisir3530
    @rajendramisir3530 Жыл бұрын

    Excellent production, Katie. Very interesting and informative. Good interviews and compilations.

  • @sehzadelee
    @sehzadelee Жыл бұрын

    this is incredible documentary , well done CNBC

  • @mot6822
    @mot6822 Жыл бұрын

    This is an excellent documentary . Very informative . Great work CNBC.

  • @sureshnishtala2887
    @sureshnishtala2887 Жыл бұрын

    very Insightful points and explanations....thank you so much CNBC for indepth analysis... made my notes too for all the 3 companies....

  • @ayubmasud3423
    @ayubmasud3423 Жыл бұрын

    Blessed with a 50 minute doc

  • @tytrvd

    @tytrvd

    Жыл бұрын

    A very important one at that

  • @ivodsofij2877

    @ivodsofij2877

    Жыл бұрын

    You mean 3 videos that they already had put into 1 video. Good content though

  • @SIW808
    @SIW808 Жыл бұрын

    I still dream of working for ASML one day. This is one of the few companies that I truly admire because of the work that they do.

  • @samuelm8705

    @samuelm8705

    Жыл бұрын

    Yeah ASML is a nice company , I'm working there as Engineer for quite some time , my advice ! just apply for the job you like

  • @bunnatang2081

    @bunnatang2081

    Жыл бұрын

    then after 2 months work : "I hate this job"

  • @nomoretalk2967

    @nomoretalk2967

    Жыл бұрын

    @@samuelm8705 I don't know why but I have a persistent feeling that you are a big liar. and after seeing you are subscribing to RPM, I'm now sur you're indeed a big fat liar. btw what's the point of such lie(s) ?

  • @papa-dt1cv

    @papa-dt1cv

    Жыл бұрын

    Automated 99% soon

  • @KPAU07

    @KPAU07

    Жыл бұрын

    It will be obsoleted in a few years. Why bother.

  • @wannabepioneer
    @wannabepioneer Жыл бұрын

    @10:01 "this is continious tin - it never, ever, ever stops". Machine stars buzzing

  • @__Mako
    @__Mako Жыл бұрын

    Insanely detailed, kudos to the everyone work on this video

  • @filip9587
    @filip9587 Жыл бұрын

    Always love learning about the production and designing of semiconductors, especially considering how they're pushing the bounds of quantum physics with every new node.

  • @lobertdelacruz7436

    @lobertdelacruz7436

    9 ай бұрын

    q

  • @metaljacket64

    @metaljacket64

    5 ай бұрын

    A Filipino inventor name Dado Banatao is one of pioneer inventorvin Silicon Valley..he sold his invention to Intel...

  • @veryCreativeName0001-zv1ir

    @veryCreativeName0001-zv1ir

    3 ай бұрын

    they are not pushing the bounds of quantum physics , they being limited by quantum tunneling.

  • @karenkatherine4956
    @karenkatherine4956 Жыл бұрын

    The wisest thing that should be on everyone mind currently should be to invest in different streams of income that doesn't depend on the govt. Especially with the current economic crisis around the word. This is still a good time to invest in Gold, silver and digital currencies(BTC, SHIBA..).

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    @richardnicholas9654

    Жыл бұрын

    People believe their currency has the worth it does because they have no other option. Even in a hyperinflationary environment, individuals must continue to use their hyperinflationary currency since they likely have minimum access to other currencies or gold/silver coins.

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    @castroguo4424

    Жыл бұрын

    I was a novice that made 3.5 BTC in my first attempt to trade all thanks to him, he’s everything y'all need right now

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    @noaholiver2946

    Жыл бұрын

    Crypto currency and NFTS will outsmart the banking system in the nearest future serving as a global fiat. Already making over 85% profit from my current investment with the help of Josef Dennis's signal

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    @karenkatherine4956

    Жыл бұрын

    I was so big on gold and Silver but a few months ago I discovered Bitcoin and Ethereum. Listening to lots of stuff from Josef Dennis. has been really helpful in my journey.

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    @kenedyright232

    Жыл бұрын

    My colleague is increasing his portfolio with Josef Dennis's strategy so i believe and trust it, i can't wait to get my paycheck and buy bitcoin and then start.

  • @parthanmanoj4973
    @parthanmanoj49736 ай бұрын

    This is an amazing video which explains a lot about the Semiconductor industry and how the major players are currently playing all their cards to stay afloat in this extremely sensitive and dynamic market. Good depth, Great Acumen and in short, a well-explained documentary that explains 20 yr worth of progress in the semiconductors. Great Job.

  • @kailengray2822
    @kailengray2822 Жыл бұрын

    hat off to the video editor and graphic designer making this video. so so amazing and in dept

  • @joncraig8791
    @joncraig8791 Жыл бұрын

    I began building up my Portfolio when I started following up my investment properly,

  • @joncraig8791

    @joncraig8791

    Жыл бұрын

    RMkarl

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    @Windarti30

    Жыл бұрын

    I'm fascinated with investing, I’m delighted to engage in this opportunity, I just found the professional’s web page and have already written him

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    @AnnaFed015

    Жыл бұрын

    His strategy has been helping a lot of traders/hodlers out there, with his program I was able to recover my losses from the crash so swiftly

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    @stanleyzac1648

    Жыл бұрын

    I found him on CNBC interview where he was featured and I reached out to him afterward. He has since provided entry and exit point on the securities I focus on.

  • @diegobarrientos6271
    @diegobarrientos6271 Жыл бұрын

    This is a very informative video, I was looking for a detailed video of this topic, great work CNBC

  • @ae9630

    @ae9630

    Жыл бұрын

    Lu Hmmmmm k M m mmm

  • @hakes187

    @hakes187

    Жыл бұрын

    It is very interesting

  • @user-sr5qi5fi9d
    @user-sr5qi5fi9d3 ай бұрын

    I am blown away at the progress made in Microlithography since advances we started at Perkin Elmer Corp's Microlithography Division in 1970. In those days we were happy with printing lines and spaces measured in THOUSANTHS OF AN INCH! When I retired from ASML 20 years ago, they have made big strides even since then. That is why I am a happy shareholder of ASML stocks. I am impressed with management and how Martin van den Brink in particular is open to all the variant in going forward in this comlex field.

  • @arnoldsujankatru9667
    @arnoldsujankatru9667 Жыл бұрын

    This is not just a chip printer this is a masterpiece

  • @lewistheberzerker

    @lewistheberzerker

    Жыл бұрын

    You have no idea..... I work in a cleanroom in Eindhoven that works almost exclusively for ASML..... It's bonkers extremely bonkers....

  • @nicknguyen691

    @nicknguyen691

    Жыл бұрын

    😔

  • @lktruong

    @lktruong

    Жыл бұрын

    I work in tech. Most of these media reports including this one are full of exaggeration. It sounds and looks nice, but reality is very different.

  • @YggKriss

    @YggKriss

    Жыл бұрын

    @@lktruong This man doesn't work in tech xD

  • @iwir3d
    @iwir3d Жыл бұрын

    Fritolay is dominating the chip market!

  • @fernandoc.dacruz1162

    @fernandoc.dacruz1162

    Жыл бұрын

    Com certeza, especialmente no Brasil, os maiores consumidores são a juventude.

  • @bluezaton

    @bluezaton

    Жыл бұрын

    They really do

  • @jakkimanzitti5031

    @jakkimanzitti5031

    Ай бұрын

    And tasty😂😂😂😂😂😂

  • @md.mohaiminulislam9618
    @md.mohaiminulislam9618 Жыл бұрын

    chips are literally magic like and we take it for granted because of how available they are

  • @Coolgiy67

    @Coolgiy67

    Жыл бұрын

    Not magic, physics. Look up a yt video on “pn junction” this is the physics of how all this works

  • @zet0korp

    @zet0korp

    Жыл бұрын

    @@Coolgiy67 Well, physics effects to the one who does not delve into its realm look like magic. And even when you do... there is something magical about harnessing the power of nature in such ways.

  • @Coolgiy67

    @Coolgiy67

    Жыл бұрын

    @@zet0korp I’m delved into it and it’s not magic. If I were to think it’s magic then how am I and other engineers going to come up with new technology.

  • @loversandlosers

    @loversandlosers

    Жыл бұрын

    @@Coolgiy67 its incredibly complex to the point of appearing like magic... engineers aren't known for their intuitive people skills, i wonder why hmm

  • @hackman88

    @hackman88

    Жыл бұрын

    “Any sufficiently advanced technology is indistinguishable from magic” -- Arthur C. Clarke. Making computer chips is in a way also the alchemists' goal -- to transform inexpensive abundant base material such as lead to valuable gold. Computer chips are made from mostly sand and are more valuable than gold by weight.

  • @sagebrother
    @sagebrother Жыл бұрын

    Thanks for creating these fascinating videos and sharing them on KZread.

  • @saswatbharat1107
    @saswatbharat11075 ай бұрын

    In the year 2004, each and every body in the world were facing difficulties to develop ITO patterns on glass substrate and on flexible substrates. But we did ITO lithography in such a manner inside yellow room in the presence of UV light that we did not find any defects in ITO patterning. But we took few months and after rigorous testing by Optical Microscope, TENCOR profilometer and Kelvin probe and X Ray Diffraction by AFM we realised the defects and also rectified . This work is Nobel Prize winning work.

  • @drwho9437
    @drwho9437 Жыл бұрын

    There are a lot of mistakes in these videos. Here are some. NASA rovers do not use "5 nm" chips. Space is very heritage focused and thus most ICs that fly in space are at least 20 nm parts, most are 250 nm or more. Processing power for space tends to lag about a decade behind commercial. There are no "5" or "3" or "7" nm features on these chips. The Intel naming scheme is more honest. These "nodes" are really about logic density increases. One "7 nm" part isn't the same as the others. Intel "10 nm" is closer first generation 7 nm TSMC/Samsung processes in terms of actual density. The "chip shortage" during the pandemic was across many sectors. Consumer products like XBOXes and GPUs for bitcoin mining used the more advanced nodes from TSMC. However automotive chip for things other than infotainment, and vision systems are generally 65 nm+ (when these nm number were actual gate lengths). With Micron's target reduction in memory the cyclical nature of the DRAM/FLASH business is showing the consumer market is no longer supply constrained. That actually means leading edge capacity is available. What is not available are things like digital isolators produced by companies like Texas Instruments, Analog Devices/Maxium. What is funny about the obsession of the financial reporting about chips is the crazy monolithic focus on digital processing. You need to build a radio for a phone. You need sensors, microphones, cameras. Without the interaction surface to the world which is analog you can do nothing interesting. That interface can be a keyboard or it can be a camera, but it is still not a "leading edge" chip. Don't have a leading edge CPU or GPU, your application runs a bit slower. Don't have a digital isolator you cannot make a car at all or a medical device. These things are the chip shortage that matters and the companies are over ordering having moved from just in time supply chains to inventory ones. Shortages for things like Neon from the war in Ukraine are important too. ASML didn't needed advanced chips to make their lithography tool they needed microcontroller and 20 nm FPGAs. Can Intel catch up in manufacturing? Yes. With the right people hired this can be done. The bigger problem for Intel is actually one of strategy they have really done poorly making choices of what to do outside of computer processors. With lots of half hearted efforts that are folded up and tossed. A pivot to primarily being a foundry that happens to have a successful processor business solves them needing to figure out the consumer and just needs to figure out physical science. They are actually good at that historically so they can get there. In the end the nodes are slowing and will stall out soon enough. Global Foundries didn't quit for no reason. What Intel is trying to do is get scale enough to complete with TSMC in volume. They are also trying to be more than a digital company by buying Tower I think...

  • @VelocityZap

    @VelocityZap

    Жыл бұрын

    This should be upvoted more..

  • @zodwraith5745

    @zodwraith5745

    Жыл бұрын

    Rolled down to say much of this but you saved me the work.

  • @megaprimegamer1184

    @megaprimegamer1184

    Жыл бұрын

    Won’t say I understood everything since I’m a materials guy than an electrical guy but yeah working in the industry, this was a good read. Thanks!

  • @ilonamalenkovich8393

    @ilonamalenkovich8393

    Жыл бұрын

    Also when she spoke about water reuse at Intel, she mentioned Arizona but then spoke about the Ronler Acres sight, which we know is Oregon. Right message, wrong attribution.

  • @wilsonmanch6773

    @wilsonmanch6773

    Жыл бұрын

    exactly brian.

  • @chuckkiephan6880
    @chuckkiephan6880 Жыл бұрын

    I can't even imagine how people can build the machine.

  • @DannyOvox3

    @DannyOvox3

    Жыл бұрын

    is aliens brah

  • @polycadence8482
    @polycadence8482 Жыл бұрын

    Report missed the glaring threat from USA on Samsung/TSMC that unless they build new fabs in USA, USA would ban advanced semi equipment machines to them, not just lithography machines from ASML but also etching machines from Applied Material, Lam Research and metrology machines from KLA Tencor. In other words, USA bullied Samsung/TSMC to build fabs in USA.

  • @converterasia5567

    @converterasia5567

    4 ай бұрын

    It will be funny if the factories built in the USA do not work properly, as the USA hopes. Будет смешно если заводы построенные в США не заработают должным образом, как надеется США.

  • @krumpy8259
    @krumpy8259 Жыл бұрын

    It was fun and enlightening to watch this, thank you for this nice production

  • @dgillies5420
    @dgillies5420 Жыл бұрын

    EUV = Extreme UltraViolet (a very high-frequency wavelength of light = smaller details). The EUV machine is basically a photo-printer using ultraviolet light. And instead of printing 1 (b/w) layer or 3-layers (red, blue, green) of image, they print up to ~100 layers. 7:00 They use traditional ideas from silk screen printing to print really, really tiny pictures onto silicon. Often they print onto a layer of metal or silicon, then in a developer step the non-printed areas are etched away, often by simple acids which avoid the EUV-exposed areas (the EUV strengthens a material you want to keep). Then a new layer of metal or silicon is added and the process repeats. Sometimes instead of just printing & removing metal, they print, remove metal, then send hot "doping materials" through the printed picture to change properties of the silicon wafer below, making it a "better semiconductor", then they etch away the rest of the metal, and repeat. Starting in the 1960's, companies were literally using photographic enlargers to print integrated-circuit chips, in 5-10 steps, and making chips & printing photographs was not terribly different.

  • @lukasdamaceno1246

    @lukasdamaceno1246

    10 ай бұрын

    Por isso a Canon, a Nikon, e a fujisto foram algumas pioneiras no processo, nós é mesmo?

  • @csxking839
    @csxking839 Жыл бұрын

    Random correction, GPU's are used in *all* computers in some capacity. Anything that has a display has some form of GPU, it could be Intel Integrated Graphics or AMD with Vega graphics, or Nvidia. GPU stands for Graphical Processing Unit. They are actually less common in a server environment then they are in a consumer environment.

  • @josephwaye7870
    @josephwaye7870 Жыл бұрын

    謝謝李老師深入淺出的講解!

  • @jamjardj1974
    @jamjardj1974 Жыл бұрын

    Fantastically informative, thankyou.

  • @taiwanfocus4385
    @taiwanfocus4385 Жыл бұрын

    One successful business strategy of TSMC is that it only makes chips, and not designing them. So it is not a competitor of its customers, unlike Samsung.

  • @tk9839

    @tk9839

    Жыл бұрын

    But competition is needed to keep prices reasonable and innovation moving forward, obviously...

  • @RikyyThePootisSlayer

    @RikyyThePootisSlayer

    Жыл бұрын

    @@tk9839 yes but also no. None of them would work without eachother. They are symbiotic, and competition would probably happen only at lower levels, like say amd vs nvidia, audi vs mercedes, lg vs sony etc. Right now prices are high not because of lack of competition, but lack of companies enabling tech makers to make their products. People are asking too much from the only guys who know how to make this stuff.

  • @carlosoliveira7727

    @carlosoliveira7727

    3 ай бұрын

    TSMC doesn't design more advanced chips not by choice , it is the hardest part of it , do you think it was possible TSMC to compete with Nvidia , AMD , T Instruments ,Intel , Samsung , Philips , Siemens and others in their especific area of technology ? The answer is no .

  • @taiwanfocus4385

    @taiwanfocus4385

    3 ай бұрын

    ​@@carlosoliveira7727 This decision was made prior to 1990. How was Samsung's "advanced chip design" back then if any?

  • @fattchye
    @fattchye Жыл бұрын

    You may not need a 7nm wavelength light to make a 7nm gate...you can use a convrntional 20nm light to make the left edge of the gate and then a conventional 20nm light to make the right edge of the same gate...its a matter of more lithographic steps to make a full 7nm gate...

  • @gamingforever7336
    @gamingforever7336 Жыл бұрын

    This si the Journalism thats needed!! Thank you!

  • @greenmagnus306
    @greenmagnus306 Жыл бұрын

    Very nice video on this Chip topic, thank you very much for sharing this CNBC

  • @csanton3946
    @csanton3946 Жыл бұрын

    Intel's moves in opening up their facility to manufacture chips designed by their competitors in the chip design space is a move for them to stay relevant in this transition to smart phone dominant chios market and also serve as a backup busines in case they totally lose in the design segment

  • @mas-udal-hassan9277

    @mas-udal-hassan9277

    5 ай бұрын

    Low quality food. Full of gmos

  • @mas-udal-hassan9277

    @mas-udal-hassan9277

    5 ай бұрын

    Lol 😆 🤣 Muhammad محمد is the most popular name of baby 👶 boys in England

  • @OlBlow-qv6oz

    @OlBlow-qv6oz

    3 ай бұрын

    ​@@mas-udal-hassan9277Yet you are speaking English the global language 😂

  • @Chinazi-collapsed
    @Chinazi-collapsed Жыл бұрын

    Taiwan 🇹🇼 is an amazing country!

  • @h50herman

    @h50herman

    Жыл бұрын

    TSMC was grounded by Philips and the Taiwan government.

  • @staninjapan07
    @staninjapan07 Жыл бұрын

    Detailed and understandable, thank you so much.

  • @kathleenjames3546
    @kathleenjames3546 Жыл бұрын

    Thank you for sharing your thoughtful content…for putting it out there with the passion that many of us need and strive for. I'm starting to listen to you almost every morning. Your voice and words are calming, clarifying, uplifting and motivating. It feels real and genuine. I am grateful to have your channel as a source for having a better relationship with myself and the world around me

  • @marryannwhite2759

    @marryannwhite2759

    Жыл бұрын

    Easy way to build wealth for the next all generation is to consistently invest in trade , and watch them grow ?

  • @marybrandon6943

    @marybrandon6943

    Жыл бұрын

    quite interesting to know over 97% of the billionaires we know are all secret investor in crypto, that were they grow their billion dollar portfolio ?

  • @stevegulick2463

    @stevegulick2463

    Жыл бұрын

    Purchasing Bitcoin doesn't always assures winning, the ability to make profit off your capital is what makes you win.. Stop relying on the market price to make profit. Choose trading

  • @benardlambert1888

    @benardlambert1888

    Жыл бұрын

    @@stevegulick2463 I truly agree with you on that, I must say trading is the future and with the way Bitcoin is growing, it's really advisable for people to trade now.

  • @ChriLuis636

    @ChriLuis636

    Жыл бұрын

    Initially, my intentions was to start trading Bitcoin full time, I also need good mentorship. Thanks?

  • @bravosierra2447
    @bravosierra2447 Жыл бұрын

    Asianometry channel has a lot of interesting content on this subject. Especially the relationship between Zeiss, ASML & TSMC

  • @mongini1

    @mongini1

    Жыл бұрын

    Zeiss lays the foundation on our modern tech - period.

  • @Im_Really_Jesus_4real
    @Im_Really_Jesus_4real Жыл бұрын

    This is actually insane. Outstanding

  • @gsssbsbjdkfdmjd
    @gsssbsbjdkfdmjd2 ай бұрын

    I feel stocks like $BABA, AMD, NIO, and Few AI Stocks are the way to protect one portfolio against inflation this year, My Advisor gave me such knowledge. Particularly during a recession, investors must understand where and how to allocate funds to protect against inflation and make profits.

  • @gahshdsjdndnjd

    @gahshdsjdndnjd

    2 ай бұрын

    These all sounds to be a correct prediction with market manipulation, in my opinion, the impact of the rise or fall of the US dollar on investments is multifaceted, but learning how to grow your money has never been easier than now that you can passively explore and experience a truly diverse market by using an advisor. director portfolio.

  • @SixtoClarke

    @SixtoClarke

    2 ай бұрын

    Investment is the quickest path to financial freedom, the rich stays rich by spending like the poor yet investing! While the poor stays poor by spending like the rich yet not investing. it is good thing to start your Financial freedom this year with good investment idea

  • @gajsssnsmdndn

    @gajsssnsmdndn

    2 ай бұрын

    But experts and strategists are telling us that those who believe the market will still bounce back are simply delusional - and they are about to get a reality check.

  • @user-ur3sj9zb4y

    @user-ur3sj9zb4y

    2 ай бұрын

    I agree. Based on firsthand encounter with one ‘’Linda Sue Baier’’ now i have 550k in a well diversified portfolio which has grown by 3x in the past 5 months with compounding, venturing doesn’t necessarily boil down to money but you also have to be informed, be patient and back it up with the help of a good Fin. Advisor

  • @maximme
    @maximme Жыл бұрын

    YOU must be dreaming if you think merely buying the machines, you will be a top tier player.....

  • @zethloveless7238

    @zethloveless7238

    Жыл бұрын

    Actually it would. China currently cant get the new ASML machines which would really help them become a top Tier player. The Machine is literally the thing holding them back to only as low 7nm chipsets.

  • @censoredyoutube4902

    @censoredyoutube4902

    Жыл бұрын

    @@zethloveless7238 Nope! Chip processing is way more complicated than just what one machine can do. It's not working as simple as you described. It involves a whole lot more sophisticated supply chain. For example, Japan is the one country dominating chemical supplies essential for chip processing. S. Korea was in a serious rift with Japan not long ago because Japan banned those critical chemicals from exporting to S. Korea. Also perhaps not many people know that why Samsung still can't surpass the dominance of TSMC on high-end chip manufacture even Samsung already started mass production of 3nm earlier than TSMC this year. Only insiders know that Samsung's 3nm production has high defective rates, said to be around only 30% of the produced chips usable. Samsung can't beat TSMC in terms of non-defective rates. That's why companies such as Apple, Nvidia , and even Intel outsourced the large chunks of business to TSMC which take up more than 90% of global market share in advanced chips.

  • @maximme

    @maximme

    Жыл бұрын

    @@censoredyoutube4902 EXACTLY RIGHT. Intel has a lot of indian engineers and ALL of ASML equipment. Today they have surrendered top tier production to TSMC. TSMC has a LOT of china researchers working for them.....

  • @censoredyoutube4902

    @censoredyoutube4902

    Жыл бұрын

    @@maximme I'm not sure about Chinese researchers working for TSMC though. TSMC is headquartered in Taiwan and very protective of their IP. So I don't think they will work with China on R&D. Lol

  • @maximme

    @maximme

    Жыл бұрын

    @@censoredyoutube4902 China researchers are all over the world. They are in Havard, Yale and MIT. if you look at STEM graduates each year, the overwhelming majority are from China.

  • @dennisbwalya4128
    @dennisbwalya4128 Жыл бұрын

    Awesome technology ideas for the future of the new high tech world. We need to train our citizens in managing, advancing, and protecting our chip manufacturing technology 😊

  • @ganeshram580
    @ganeshram580 Жыл бұрын

    Thank you CNBC, super informative :)

  • @Blocc187
    @Blocc18710 ай бұрын

    Africa needs its own ASML. 🙌🏿🙌🏿💪🏿💪🏿🇿🇦🇳🇬🌍

  • @h50herman
    @h50herman Жыл бұрын

    The nice thing is that TSMC was grounded by Philips semiconductors (now NXP) with de government of Taiwan. Philps sold afterwards its part ( a little stupid, I believe), and also ASML was a little Philips, that were both spin offs of Philips.

  • @cageynerd
    @cageynerd9 ай бұрын

    EINDHOVEN!!! OMG, that's near where my family is from. So proud of this company.

  • @e.l.6092
    @e.l.60929 ай бұрын

    Happy to see NBC provide great content.

  • @almdrs
    @almdrs Жыл бұрын

    US to Taiwan: "I'm your friend, give me you chip factory".

  • @arlobiega3882

    @arlobiega3882

    Жыл бұрын

    China : Hold Ma Tsingtao Beer, TAIWAN🐼

  • @Keyman135

    @Keyman135

    Жыл бұрын

    Taiwan NO.1, China NO.99

  • @LiveLifeLucratively
    @LiveLifeLucratively Жыл бұрын

    I love hearing about it, Everything about this is so fascinating.

  • @8BitNaptime
    @8BitNaptime Жыл бұрын

    The first 32 bit *Intel* microprocessor @42:17, the Motorola 68000 was released in 1979, sure with an external 16 bit bus, but the full 32 bit 68020 came out in 1984.

  • @ruthwright6247
    @ruthwright6247 Жыл бұрын

    Great informative video. Thank you for this awesome info !

  • @whydnot
    @whydnot Жыл бұрын

    TSMC: We make the world’s most advanced chip. Frito Lay: Hold my beer.

  • @jstgamerz04

    @jstgamerz04

    Жыл бұрын

    Frito lay: Hold by chip

  • @xXJOEVXx
    @xXJOEVXx Жыл бұрын

    I'm in the industry, it's insane the amount of engineering, I love it !

  • @xerogue

    @xerogue

    Жыл бұрын

    Who are you betting to win?

  • @rebelembassy7527

    @rebelembassy7527

    Жыл бұрын

    @@xerogue SMIC

  • @slypear

    @slypear

    Жыл бұрын

    Ditto. 🥳

  • @hackman88

    @hackman88

    Жыл бұрын

    I'm not in the industry and I agree with the insane amount of engineering and physics.

  • @3066961
    @30669618 ай бұрын

    big shout-out to the crew, wonderful video!!!

  • @rgacusan2002
    @rgacusan2002 Жыл бұрын

    wow. what a content. very in-depth and informative

  • @Mindfeels
    @Mindfeels Жыл бұрын

    Excellent reporting! Very informative. ❤❤❤

  • @olgaycelik2631
    @olgaycelik2631 Жыл бұрын

    Even the chip machine manufacturing company has been dealing with chip shortage 😂

  • @xxlookalive239x3

    @xxlookalive239x3

    Жыл бұрын

    *machine

  • @onlythewise1

    @onlythewise1

    Жыл бұрын

    lol

  • @thefool3727

    @thefool3727

    Жыл бұрын

    tsmc : asml and am, if y’all don’t give me equipments, i can’t make chips asml and am : hey tsmc , if you don’t give me chips, i can’t make the equipment for ya

  • @olgaycelik2631

    @olgaycelik2631

    Жыл бұрын

    @@xxlookalive239x3 this is a great feedback. Thank you the world is relieved now.

  • @xxlookalive239x3

    @xxlookalive239x3

    Жыл бұрын

    @@olgaycelik2631 lol made you edit your comment

  • @Zowrou
    @Zowrou8 ай бұрын

    Thank you so muich!!!! Thank you so so so so much for this information. It was need the most!!! Thank you CNBC for this most valuable information.

  • @mdshifathossen5546
    @mdshifathossen55465 ай бұрын

    What a great episode it is. Full of modern technological dynasty

  • @chenhsu3581
    @chenhsu3581 Жыл бұрын

    There is another reason why TSMC only focuses on manufacturing: they are not competing with their customers. You don’t want your chip manufacturer also selling the cellphones, GPUs or computers that you’re going to make.

  • @Valour-qh9ie

    @Valour-qh9ie

    Жыл бұрын

    I don't understand . Can you elaborate?

  • @user-ey4uu1jm9w

    @user-ey4uu1jm9w

    8 ай бұрын

    ​@@Valour-qh9ie它恪守供应链内自己应该扮演的角色,只赚一小部分利润,如果把半导体产业链看成一家公司那么台积电就是这家公司的首席技术工程师他的技术能力永远不会干扰到管理层的决策,但是如果他也想成为公司管理层必然就会争夺管理权

  • @imam23

    @imam23

    24 күн бұрын

    Agree we all know that euv is for chips alone, how about variaties of machines in manufacuring display, optical, and diff sensors. Such a lot of money.

  • @simonbad
    @simonbad Жыл бұрын

    The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks, Gold, silver and digital currencies.

  • @LarsBergstrom-uh2eu

    @LarsBergstrom-uh2eu

    Жыл бұрын

    The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.

  • @IrenaDolinsek

    @IrenaDolinsek

    Жыл бұрын

    @@LarsBergstrom-uh2eu Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.

  • @AstaKristjan

    @AstaKristjan

    Жыл бұрын

    @@IrenaDolinsek Who is your financial coach, do you mind hooking me up?

  • @IrenaDolinsek

    @IrenaDolinsek

    Жыл бұрын

    @@AstaKristjan The coach I use is actually quite known, Kathleen Yanelli Carole, she has a wide presence on the web, so you can just search her.

  • @AstaKristjan

    @AstaKristjan

    Жыл бұрын

    @@IrenaDolinsek She really seem to know her stuff. I found her online-page, read through her resume, educational background, qualifications and it was really impressive. She is a fiduciary who will act in my best interest. So, I booked a session with her.

  • @abdulhydar3123
    @abdulhydar3123 Жыл бұрын

    Lol if seeing this cause I worked in the ASMEL as a field service tech in the building, installing a low-frequency inertial vibration cancellation machine on floor fields.

  • @user-qp2fs3kp9z
    @user-qp2fs3kp9z10 ай бұрын

    Operated a 242nm Tokyo Electron Nikon tool as well as the 365 NM ASML TWINSCAN Loved both my Babiezz

  • @randomwalk88
    @randomwalk88 Жыл бұрын

    Nice overview. But there is no mention of the rest of players which are very instrumental to the entire eco system. For examples, SUMCO (bare wafers), AMAT, LAM, TEL, KLA, Packaging, Test Equipment, ...

  • @ksawerykaminski2606
    @ksawerykaminski2606 Жыл бұрын

    The world mainly thanks for ASML's technology, and Taiwanese highly experienced hard workers of TSMC!

  • @charlesagyemang1692
    @charlesagyemang1692 Жыл бұрын

    this is a great piece, thank you for the insight

  • @sonhoangthanh9418
    @sonhoangthanh9418 Жыл бұрын

    Very well researched and executed documentary, good job

  • @johngordon1175
    @johngordon1175 Жыл бұрын

    Amd did not reverse engineer the processor they built the processor for themselves,their software was their own not copied, however there was certain features of x86 processors that needed to be addressed before one could use an amd proccessor exactly the same as intel processors but at one time it was suggested that they build their own operating system as the hardware could run faster than intel, but intel had financial and educational backing that AMD & CYRIX didn’t have at that time.

  • @ScoobieDoo-zy1rh

    @ScoobieDoo-zy1rh

    Жыл бұрын

    Wrong , the name x86 I heard was copied from some Indian or German company . It was supposed to be x88. But that was taken by a Chinese company already . 😆

  • @Anonymous-qb4vc

    @Anonymous-qb4vc

    Жыл бұрын

    They did, their's early processors were reversed engineered copy of Intel's, they even got sued but later shared their IPs.

  • @Anonymous-qb4vc

    @Anonymous-qb4vc

    Жыл бұрын

    @@ScoobieDoo-zy1rh nonsense

  • @ScoobieDoo-zy1rh

    @ScoobieDoo-zy1rh

    Жыл бұрын

    @@Anonymous-qb4vc truth

  • @Anonymous-qb4vc

    @Anonymous-qb4vc

    Жыл бұрын

    @@ScoobieDoo-zy1rh why do u mean source

  • @MustangsTrainsMowers
    @MustangsTrainsMowers Жыл бұрын

    Chipping in when the chips are down.

  • @olabodeadeleye4771
    @olabodeadeleye4771 Жыл бұрын

    My brain continues to be tickled several hours after watching this documentary on chip making.

  • @luisquintero2992
    @luisquintero2992 Жыл бұрын

    Is this a "re-fry" video from 6 months ago, right? 🤔

  • @PHlophe

    @PHlophe

    Жыл бұрын

    Luisito Yes it is Qué Triste 1

  • @paulzuithoff9527

    @paulzuithoff9527

    Жыл бұрын

    This is the expanded uncensored director's cut, lol

  • @netgiant2592
    @netgiant2592 Жыл бұрын

    TSMC already has operational factories just outside of Oregon under its American subsidiary Wafertech for the past 25 years. However their growth and expansion has been stalled over the years due to the high cost of production and lack of a qualified job market for high end chip manufacturing. They’ve tried importing talent from Taiwan in the past with very little success. The cost of US made chip is typically around 50% higher than an identical chip made in Taiwan or China. Would love to see what adjustments they will make this time around to keep costs down in order to be competitive in the market. Although govt subsidies could help but I doubt it is a viable long term solution.

  • @jamram9924

    @jamram9924

    Жыл бұрын

    There is supposed to be another TSMC factory in the Phoenix, AZ area.

  • @bricklawson9745

    @bricklawson9745

    Жыл бұрын

    interesting

  • @johndoh5182

    @johndoh5182

    Жыл бұрын

    This is starting to change. Intel can make chips cheaper than outsourcing to TSMC, which is why they can now price their CPUs about the same as AMD, but Intel has a higher profit margin. Now, Intel is still on a 7nm node (not 10), or it's actually called "Intel 7" and they rebranded their naming because the transistor density is comparable to TSMC. There were a couple points made in this video that were wrong. Intel does outsource to TSMC and in fact they've done so for years. They're using TSMC to make the chips for Intel's new line of graphics cards. Intel doesn't outsource for their die for CPUs. They also use TSMC as a subcontractor, but there's no price advantage.

  • @larryc1616

    @larryc1616

    Жыл бұрын

    Yes TSMC have been building new 20B fabs in Arizona for years right in Intel's backyard who is building new 10B fabs.

  • @pphan7475

    @pphan7475

    3 ай бұрын

    China is not cheap anymore - office and labour

  • @jessicavandyke1449
    @jessicavandyke1449 Жыл бұрын

    Nice free upload!!! Thank You!

  • @balboaid1
    @balboaid1 Жыл бұрын

    Amazing production!!

  • @FunKitYourSelf
    @FunKitYourSelf Жыл бұрын

    ASML is a awesome company! It doesn't matter if you clean the toilets or build the chip machines. They take care of all their employees. A lot of companies should learn a lesson from them.

  • @Joey-ct8bm
    @Joey-ct8bm Жыл бұрын

    The technology out of the Netherlands is pretty mindblowing. Do you know Bluetooth and WI-FI is also invented in the Netherlands? Every phone or computer in the world is made possible by Dutch technology.

  • @williamearl1662

    @williamearl1662

    Жыл бұрын

    WiFi was invented by the CSIRO science organisation in Australia in the 1990s.

  • @Joey-ct8bm

    @Joey-ct8bm

    Жыл бұрын

    @@williamearl1662 WaveLAN was originally designed by NCR Systems Engineering, later renamed into WCND (Wireless Communication and Networking Division) at Nieuwegein, in the province Utrecht in the Netherlands, a subsidiary of NCR Corporation, in 1986-7, and introduced to the market in 1990 as a wireless alternative to Ethernet and Token Ring. You say Australia invented it in 1990, but it was already on the market. Nice copy mate! Cees Links also gave WI-FI it's name.

  • @insanoinsano3878

    @insanoinsano3878

    Жыл бұрын

    I think USA should rethink HAXIXE importation from netherlqnds too, maybe that is the reason for so many good Hi-tec ideas there, just saying..

  • @LoveJoyPeaceAndHopeForAll

    @LoveJoyPeaceAndHopeForAll

    Жыл бұрын

    Did you know the first corporate was from the Dutch at all?

  • @user-vu9ow9dz7q

    @user-vu9ow9dz7q

    Жыл бұрын

    ASML須要TSMC 因為Tsmc是領導技術 引導Asml去開發製造機器

  • @TheKopal1234
    @TheKopal1234 Жыл бұрын

    Amazing story, hats off to consolidate all this

  • @tinah142
    @tinah142 Жыл бұрын

    This report is so thorough!

  • @massv953
    @massv953 Жыл бұрын

    "TSMC is not a household name" errr since when? TSMC has been at the center of this conversation for YEARS

  • @Nedumgottil

    @Nedumgottil

    Жыл бұрын

    The average American doesn’t know of TSMC, compared to companies like Intel, Nvida, and Samsung. I believe that is what they ment.

  • @massv953

    @massv953

    Жыл бұрын

    @@Nedumgottil Odd, Its hard to not know them in the ARM world. Americans not know what their cellphones use?

  • @larryc1616

    @larryc1616

    Жыл бұрын

    Dumb uneducated people don't know - you know them as lay people

  • @tyoong719
    @tyoong719 Жыл бұрын

    It's misleading to believe EUV is part of the reason that causes chip shortages.

  • @Saxxin1

    @Saxxin1

    Жыл бұрын

    What do you expect from a propaganda network?

  • @davidmanning6321
    @davidmanning6321 Жыл бұрын

    So well done!

  • @hamayoonshah1990
    @hamayoonshah19907 ай бұрын

    The author of chip war is so young that I can’t believe he has written such a masterpeice

  • @fdimichele
    @fdimichele Жыл бұрын

    I would suggest the vertical integration is most important due to supply chain situation and geopolitical challenges. So, yes that is why it makes sense for Intel to spend the money. However, the supply chain and workforce challenges are probably underestimated and the timeline to produce 5 nm or better chips will likely take a year or two longer than expected by Intel.

  • @0farmerjohn0

    @0farmerjohn0

    Жыл бұрын

    The board of directors and investors don't want to spend money. They want only to earn money. Big corporations are already driving suppliers to the ground by paying close to nothing.

  • @deniseproxima2601

    @deniseproxima2601

    Жыл бұрын

    Africa can make the most. South America and Africa can be imported. They will make their own Tec.

  • @amistrophy

    @amistrophy

    5 ай бұрын

    ​@@deniseproxima2601maybe in 30 years

  • @AgentSmith911
    @AgentSmith911 Жыл бұрын

    It's gonna be interesting to see what can be done with less than 1 nm with GAA and nanosheet tech

  • @therealdutchidiot

    @therealdutchidiot

    Жыл бұрын

    Less than 1nm opens you i up to a world of quantum level hurt.

  • @leogama3422

    @leogama3422

    Жыл бұрын

    Maybe if you ask electrons kindly enough to not quantum tunnel through the gates?

  • @shmookins

    @shmookins

    Жыл бұрын

    IBM (and I think also Intel) demoed one atom transistors. A single atom. But ultimately, we will hit a limit. I think we are safe for at least a couple of decades.

  • @therealdutchidiot

    @therealdutchidiot

    Жыл бұрын

    @@shmookins There's a problem with that though, because a transistor isn't a single component, meaning they can't ever be the size of just a single atom. It seems more likely to me that you've seen pictures that were taken at a virtual single atom resolution a released by IBM some time back. But being able to "see" it doesn't mean you can produce at those limits.

  • @SplendidKunoichi

    @SplendidKunoichi

    Жыл бұрын

    @@therealdutchidiot even aristotle could tell atoms aren't "a single component" come on now

  • @janiceyu6033
    @janiceyu6033 Жыл бұрын

    Thanks for this informative vedio👍🏻

  • @markmancuso5377
    @markmancuso53779 ай бұрын

    Love innovation of this nature. Faith in American and worldwide innovation. Keep it going.

  • @miles5600
    @miles5600 Жыл бұрын

    ASML isn’t a “chip” manufacturing company. ASML is the only company in the world that sells EUV machines and that’s what tsmc, intel, apple and amd use.

  • @agentsmith1595

    @agentsmith1595

    Жыл бұрын

    Apple and AMD are chip designers, not manufactures.

  • @miles5600

    @miles5600

    Жыл бұрын

    @@agentsmith1595 i know, but in the end they all depend on ASML, and because intel has their own factories also means they have to deal with way more stuff to upgrade their chips density.

  • @toyotagaz

    @toyotagaz

    Жыл бұрын

    And this is the problem ASML has a monopoly We need more companies and countries building high tech lithography machines

  • @slimjimjimslim5923

    @slimjimjimslim5923

    Жыл бұрын

    @@toyotagaz don’t forget other fab equipment company like Lam Research

  • @miles5600

    @miles5600

    Жыл бұрын

    @@toyotagaz I don’t see a problem with that, no other company has figured out how to build them like ASML and that keeps the company special. I don’t see ASML being a problem since they make breakthrough chips possible by innovation.

  • @ricosuave855
    @ricosuave855 Жыл бұрын

    I'm a deep space exploration engineer from Scotland and I'm very impressed with you documentary 😄😄

  • @darlayjones669

    @darlayjones669

    Жыл бұрын

    In other words, I should start buying the INTEL stock. Hmmm! 🤔🤔🤨🫢

  • @sylvainh2o
    @sylvainh2o Жыл бұрын

    The human intelligence is mind blowing awesome documentary.

  • @baxrok2.
    @baxrok2. Жыл бұрын

    Thanks Darren!

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