Semiconductor bans were intended to kill the Chinese chipmakers. They’re killing ours instead.

Ғылым және технология

American policymakers designed sanctions that were intended to deprive Chinese companies of cutting-edge chips, and the technology to make them. But they also deprived chipmakers and chipmaking gear companies of its biggest markets of customers, which wiped out huge sources of revenue for our companies. And they also pushed Chinese firms to develop their own semiconductor industry, out of necessity.
Now they have. Chinese foundries are mass-producing chips that not only sufficiently supply most of the Chinese markets, but are now exporting billions of chips annually, selling to global buyers at price points far below US chipmakers' production costs.
Resources and links:
Wolfstreet, Nvidia, Supermicro Make Huge Mess of AI-Semiconductor Mania, Netflix Plunges, Big Tech Follows
wolfstreet.com/2024/04/19/nvi...
Reuters, China bets on open source as US export controls mount www.reuters.com/technology/ch...
Nasdaq, Stocks fall on ME tensions and chip stock weakness www.nasdaq.com/articles/stock...
Stock charts from Yahoo! Finance and finviz.com

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  • @jamesmiller4114
    @jamesmiller41142 ай бұрын

    History has taught as consistently that Hubris and Arrogance have been the downfall of Empires - You are witnessing the downfall of the US empire and its long overdue in my opinion

  • @peanut0brain

    @peanut0brain

    2 ай бұрын

    Hubris and arrogance brought down the qing dynasty in China. They thought they had everything under the earth and did not need to learn from the outside world. Problem was the outside world learned to make guns and China didn't. Qing dynasty fell. Mao's goal was to modernize China by eliminating the old traditions that were holding China back. Now China is learning in overdrive but USA is in the same "hubris and arrogance" phase just like the qing dynasty.

  • @hanzohattori9576

    @hanzohattori9576

    2 ай бұрын

    It's not overdue. In my opinion, it's happening shockingly fast. The British empire lasted 300 years. Ottoman empire lasted 600 years. USA is what? Barely 75 years into its time on the throne and it's already on its way out. It's by far one of the worst empires in history.

  • @DailyBeatings

    @DailyBeatings

    2 ай бұрын

    @@hanzohattori9576 US became an empire in 1900 when they simultaneously seized the Philippines, Puerto Rico, Guam, and Cuba from the Spanish and metastasized into a global superpower in 1946. By that metric the empire is 124 years old, which I agree is extremely fast for its decline.

  • @slc801

    @slc801

    2 ай бұрын

    They did that to Japan ! China is not Japan 😜

  • @kibakobo

    @kibakobo

    2 ай бұрын

    The cause of rapid demise is Hubris and exceptionalism. America is or was an extension of Anglo Saxon Colonialism. She bogged herself down for Neo-Cons who aren’t even Americans. Strauss Kissinger Bernard and many others. A great country with utterly wrong priorities !

  • @Juv391
    @Juv3912 ай бұрын

    China has the human resources, capital, knowledge and internal market, there's nothing stopping them. Sanctions work only against small countries who are missing the above mentioned.

  • @antwango

    @antwango

    2 ай бұрын

    shows not just how smart the Chinese, as a gov as a nation is! BUT also how smart the COLLECTIVE West and the "Free" world is!!!! i.e not fucking very! which means earth is screwed! if the entire globe is being run and governed by these same "free" and "civilised" nations! willing to run the collective globe into the ground! This tells you alot about why the West is in decline!!!! Theyre run by effing clown monkeys! selling to the same clown monkeys! that theyre the best of the best of the best that earth has to offer human civilisation! you know why we would be in trouble if a civilisation more mightier more warlike more smarter and more resourceful and more productive than China would do to the West! The West IS LUCKY! That China is cooperative so far! and willing to bail them out and be their public and media punching bag! it took just 70 odd yrs for China to get to this point JUST by being productive and collaborative! catching up and overtaking the west! imagine if China was really aggressive and violent like the US!!!!

  • @adamesd3699

    @adamesd3699

    2 ай бұрын

    China also has access to large export and import markets. Russia can sell then just about all the commodities they need, plus it’s a decent-sized market. And China has access to pretty much all the developing markets in Asia, Africa, and South America. And China still sells a massive amount to the US and Europe.

  • @ChiefBridgeFuser

    @ChiefBridgeFuser

    2 ай бұрын

    And somehow they have been unable to develop a native capability at the smallest process nodes. Absolutely dependent on Dutch tools and American instrumentation.

  • @multatuli1

    @multatuli1

    2 ай бұрын

    China still got developing country status

  • @519stream3

    @519stream3

    2 ай бұрын

    Actually it's gonna happen one way or the other. The sanction is based on the thinking that somehow Chinese are different from others who are not smart enough for some tasks which is totally false. And it is inevitable to realize this until it is too late. It's human nature that you will give it a try unless you know ahead of time that it's gonna fail. Chinese will be the master of everything in just a decade or so due to fact the inferior ones will always be inferior no matter what they try how they try. The smart ones will end up on top one way or the other. The whole purpose of the sanction is to stop Chinese making the best cell phones since Chinese have already made best cell phones by using the foreign chips.

  • @jctai100
    @jctai1002 ай бұрын

    Turn your best customer into a competitor and make the same product at 3x the price. Sounds about right.

  • @Erain6556

    @Erain6556

    Ай бұрын

    The worst part is the semiconductor industry is very hunger for money for R&D. The money those companies made from China market is equivalent to their profit margins. If China can not buy from them, ASML and other companies will not be able to pump enough money for the next generation research, becoming a slow duck or sitting duck to be exceeded

  • @moralambush

    @moralambush

    Ай бұрын

    Lmao

  • @user-yy3ow3uo2r

    @user-yy3ow3uo2r

    Ай бұрын

    The truth is that individuals understand, the problem is that it is not easy to win votes.

  • @zhiruo9069

    @zhiruo9069

    29 күн бұрын

    That's the most smart move by American to acknowledge China😂

  • @liamporter1137
    @liamporter11372 ай бұрын

    The problems faced by the US and Western countries are self inflicted. Retribution falls upon them.

  • @peterpph126

    @peterpph126

    2 ай бұрын

    Just like the sanctions put on Russia, they backfired tremendously.

  • @believein1

    @believein1

    2 ай бұрын

    And they try in a losing battle to borrow and steal to try to compensate for their own mistakes in choices of living. I’m not sure why world society even puts up with them.

  • @watermage25

    @watermage25

    2 ай бұрын

    Yep. Never adapting. Continuing to look at Eastern countries as less than will be the downfall of this country

  • @etow8034

    @etow8034

    2 ай бұрын

    In other words ...a dummy ! Only a dummy drops the anvil on it's own foot !

  • @HughJass-jv2lt

    @HughJass-jv2lt

    2 ай бұрын

    PRIDE BEFORE THE FALL 😂😂

  • @Albion80s
    @Albion80s2 ай бұрын

    Chinese Economist Jin Keyu jokingly in her recent speech at Westminster Townhall in Minneapolis suggesting that the US government should consider sanctioning Chinese Men Football Team too so they could hopefully turn around and start winning matches.

  • @chaz4609

    @chaz4609

    2 ай бұрын

    Jai Hind. Recent revelations had shown that they cannot win matches because of massive corruption and match fixings by the bookmakers.

  • @bldomain

    @bldomain

    2 ай бұрын

    @@chaz4609 Does India even have a football team? Jai Hind.

  • @ChiefBridgeFuser

    @ChiefBridgeFuser

    2 ай бұрын

    China should demonstrate how it's done and have their Football team hire some Africans to play. Kinda like that Beijing half-marathon thing. 😆😅🤣😂😂😂

  • @dongiovanni8899

    @dongiovanni8899

    2 ай бұрын

    @@ChiefBridgeFuser the Beijing half marathon is a friendly match🤓

  • @ml-mw7ms

    @ml-mw7ms

    2 ай бұрын

    😂😂😂😂

  • @tkh2944
    @tkh29442 ай бұрын

    From Space Station, SatNav to chips - some people never learn !😅✌️

  • @eddiehah9842

    @eddiehah9842

    Ай бұрын

    The word is Arrogance.

  • @user-vi9np8cb3g

    @user-vi9np8cb3g

    Ай бұрын

    The greatest lesson of humanity is never to learn a lesson. so true

  • @stayfree870
    @stayfree8702 ай бұрын

    We have idiots for policy makers.

  • @hamidbli8903

    @hamidbli8903

    2 ай бұрын

    you have not idiot but very corrupt politicians and their master the zionist lobby and aipac, china has no zionist lobby

  • @kokkintang9983

    @kokkintang9983

    2 ай бұрын

    All because of the anti China , anti CCP idealogical prejudice.

  • @stayfree870

    @stayfree870

    2 ай бұрын

    Nope, it's many other things. The world does not evolve around China.

  • @stayfree870

    @stayfree870

    2 ай бұрын

    On second thought, maybe it does 🤔😄

  • @jonyngvesyland5461

    @jonyngvesyland5461

    Ай бұрын

    Step right up.

  • @Ghandara-hg1gc
    @Ghandara-hg1gc2 ай бұрын

    The Chinese semi-conductor industry will be the next industry to go into "over-capacity" according to Washington, LMAO.

  • @mijmijrm

    @mijmijrm

    2 ай бұрын

    my bet is, China will go all-in on developing Africa so it can be a market for their "over-capacity". After all, no one has better experience of developing a vast, under-developed region of the world (ie. China) into an advanced economy.

  • @arminius6506

    @arminius6506

    2 ай бұрын

    ​@@mijmijrm Africa is one region. ASEAN is going to be their first market, Middle East, North Africa and South America are also there.

  • @DW-op7ly

    @DW-op7ly

    2 ай бұрын

    I have a feeling especially with the Central Government cracking down on real estate And pushing for its people to invest in the technologies of the future Where China already leads the world in 37 of 44 if those critical technologies already These sectors will see even more overcapacity and overheating Where Yellen and her successors will have to continue to go to China and beg them to stop

  • @slc801

    @slc801

    2 ай бұрын

    You mean MS Yellen will be visiting china soon again 😜

  • @pirate5489

    @pirate5489

    2 ай бұрын

    😂😂

  • @ichitenshikai
    @ichitenshikai2 ай бұрын

    Sanctions did nothing but woke the dragon.

  • @America_bombsTSMC

    @America_bombsTSMC

    2 ай бұрын

    no, sanction let its own business to others

  • @othmanhassanmajid8192

    @othmanhassanmajid8192

    2 ай бұрын

    But the dragon isn't woke. ❤😂

  • @ichitenshikai

    @ichitenshikai

    2 ай бұрын

    @@othmanhassanmajid8192 woke, as in awaken.

  • @manofsan

    @manofsan

    Ай бұрын

    Poking the Bear, poking the Dragon Going to be losing some fingers in the future

  • @TommyAlpha-gg3ig

    @TommyAlpha-gg3ig

    Ай бұрын

    Likewise Russians , win ing friends and winning the war 😅

  • @eugenec7130
    @eugenec71302 ай бұрын

    Design from the United States, machines from the Netherlands and products from Taiwan, the US, Japan and South Korea, market in China. That was a perfect international division of labor in the semiconductor chip industry previously. But Itchy Joe has overturned them all. And now design from China, machines from China (progressively), products from China and markets in China and overseas. The chip sanction of the US on China is so successful that China is on the way to be de-coupled from the US, with China as the beneficiary.

  • @teatree6228

    @teatree6228

    2 ай бұрын

    China knew 90% chip markets are legacy chips Military chips are large chips So they concentrated on mastering these chips first These legacy chips are money churners High end chips have lower profit margin- can make profits only if out into desirable end products eg smart phones or robotic toys or medical devices- but USA cannot manufacture these items in USA

  • @eugenec7130

    @eugenec7130

    2 ай бұрын

    @@teatree6228 Very True. Sometimes people are excessively indulged in new technology. But at the end of the day, it is the profit that determines the success or failure of a product and company.

  • @lunyutaochola6880

    @lunyutaochola6880

    Ай бұрын

    Don't blame Joe,blame the advisors,guy is too old to grasp all this concepts

  • @hz240
    @hz2402 ай бұрын

    Another prime example of never bite the hand that feeds you.

  • @zhan9207
    @zhan92072 ай бұрын

    The US thought China won't fight back, like Japan in the 80s. They certainly did not learn from the history😅

  • @ytfanlingeric

    @ytfanlingeric

    2 ай бұрын

    The US should have seen China's determination to fight back when China repeatedly fought back the trade war initiated by Trump. China has been repeatedly emphasised such determination.

  • @sarahk441

    @sarahk441

    2 ай бұрын

    They thought since the Chinese and Japanese are neighbors, they would basically respond the same way. But the Chinese lagging behind the Japanese because of their population. When feeding the population isn't a problem anymore, their attention will set on the betterment of their nation. Anyway, sanctions will not affect them much. Any products not sold they can eat themselves.

  • @othmanhassanmajid8192

    @othmanhassanmajid8192

    2 ай бұрын

    Incorrect. The play book they have saw Japan get crushed. They think only in oriental pictures. 😅

  • @zhan9207

    @zhan9207

    2 ай бұрын

    @@sarahk441 The US was wrong because Japan is not an independent country, China is.

  • @ion-fu9is

    @ion-fu9is

    2 ай бұрын

    ​@@othmanhassanmajid8192Because Japan is a colony of the United States, and so is South Korea

  • @amandagrant4331
    @amandagrant43312 ай бұрын

    In the first quarter of 2024, China produced 98.1 billion chips, a year-on-year increase of 40%. Although China is still importing chips, it is certain that there will be fewer and fewer import in the future.

  • @ez3422

    @ez3422

    2 ай бұрын

    When China begins to export chips, the real problem comes.

  • @DW-op7ly

    @DW-op7ly

    2 ай бұрын

    China was importing 300 billion worth of chips before the sanctions To go from that.... to being a world leader in legacy Chips as they export them out of the country Will take time but will be huge when it happens

  • @jogana6909

    @jogana6909

    2 ай бұрын

    For many years, China has always believed in international cooperation: you do what you are good at and I do what I am good at. It was not until the United States sanctioned Huawei and refused to supply chips that China had to consider making its own chips.

  • @jogana6909

    @jogana6909

    2 ай бұрын

    The result of sanctioning your own customers is that customers have to become manufacturers.

  • @ChiefBridgeFuser

    @ChiefBridgeFuser

    2 ай бұрын

    @@DW-op7ly whooh hooo! LM741's and 2N2222, baaaaaby!

  • @flyrodmike
    @flyrodmike2 ай бұрын

    I love the facial expressions of Kevin when he points out the stupidity and ignorance of western business decisions coming from their governments. His face tells of the exasperation and frustration with the knowledge of, and inability to change, the counterproductive "strategies" of our "leaders". What a fkg clown show the west has become!

  • @rattabo50

    @rattabo50

    2 ай бұрын

    Yes. It is because they are emotional and irrational thinkers. Everything has to be confrontational, filled with arrogance, and poorly guided. This is what happens when our country is not ran by meritocracy, but instead by idiots, personality figures, and based on who has the loudest and most obnoxious mouth. It's all grandstanding, a bunch of pompous fools, and cry babies. Sometimes we must fall to see if we can pick ourselves back up so these fools will realize what they are doing to America. It is self inflicted.

  • @francisliew2801

    @francisliew2801

    2 ай бұрын

    With half baked leaders like Biden and Trump, just what do you expect?

  • @vangpham2514

    @vangpham2514

    2 ай бұрын

    @@francisliew2801 it is not just the politicians but the system itself. it allows the elitists to fleece the country at the cost of ignorant public

  • @Jerry-hs9pp

    @Jerry-hs9pp

    2 ай бұрын

    Half baked leaders ? In my opinion, they behave just like kids !​ @@francisliew2801

  • @jasonali4122

    @jasonali4122

    2 ай бұрын

    I wonder what he is like at playing poker?

  • @ZweiZwolf
    @ZweiZwolf2 ай бұрын

    America's semiconductor bans are a lethal wound to the Western chips industry. The West longer sells high margin chips to China, reducing revenue, which greatly reduces profit, which further reduces R&D. China is producing huge amounts of domestic chips, currently at the low end, which is killing the cash cow chip sales, killing margins with high supply. America and Europe adding more chip fabs will increase supply even more, further shrinking margins. Meanwhile, China keeps adding more capacity, improving, and selling to themselves in a bid for self-sufficiency. This is a downward spiral for Western tech as revenue, profit, and development makes them less competitive, so even less sales, less revenue, less profit.

  • @deepone5005
    @deepone50052 ай бұрын

    China should thank the US for doing what they had been trying for long time but failed. The US kicked started em into self sufficiency and now into its most fearsome competitor. Lawyers should not meddle in the field of supply chain dynamics, where it is better handled by those with STEM background.

  • @lesliebrown9845

    @lesliebrown9845

    2 ай бұрын

    U.S is run by lawyers in government. Many Chinese government officials are engineers and scientists. In China Joe Biden is a hero.

  • @rojodiver3344

    @rojodiver3344

    Ай бұрын

    The space program too. "Let's ban them from the ISS." China: builds its own state of the art space station.

  • @deepone5005

    @deepone5005

    Ай бұрын

    @@rojodiver3344 Now the West is feeling so sour and sored that they refuse - like they are one entity - to broadcast any new launch sending off Taikonauts or the return of the same. Just few days ago ,the Shenzhou 17 batch departed; and the ShenZhou 16 batch returned safely to earth.

  • @deepone5005

    @deepone5005

    Ай бұрын

    @@rojodiver3344 The West refuses to broadcast on China's sending of Taikonauts to and fro The Space station. Feeling sour and sore?

  • @deepone5005

    @deepone5005

    Ай бұрын

    @@rojodiver3344 Do u observe the west has not been reporting on the launches and returns of so many batches of Taikonauts?

  • @PVLTD
    @PVLTD2 ай бұрын

    A big pie could have been shared by many countries involved in the chip industry. Somehow the US politicians thought excluding the biggest consumer market in the world to share the pie would help their own chipmakers to grow is really beyond me. I could only guess that these politicians only talked about China this and China that would help them to win votes that matters the most to them. I guess it’s all boiled down to what voters wanted to hear from their senators and presidential candidates and not about the facts that could cause a negative impact with such move. After all, they could always turn around and blame China for their own stupid decisions and voters just loved that kind of BS.

  • @khaidirabdulmajid6151

    @khaidirabdulmajid6151

    2 ай бұрын

    Are the US voters that uninformed? Really?

  • @RB-kr1ww

    @RB-kr1ww

    Ай бұрын

    Have you seen the quality of American politicians lately? They know nothing about the world they think they own. They can’t even run their own country yet have the arrogance of trying to rule the world.

  • @rcrinsea
    @rcrinsea2 ай бұрын

    Westerners continue to underestimate East Asians.

  • @UniDeathRaven

    @UniDeathRaven

    2 ай бұрын

    dont forget that they all different just like westerners. All asians literally hate each other no less than westerners.

  • @jonyngvesyland5461

    @jonyngvesyland5461

    Ай бұрын

    I love being helpful.

  • @marianestrella5246

    @marianestrella5246

    Ай бұрын

    Most Asians are unuversity graduates while people in d west are up to elementary education only. Like Annalena B of Germany who is an acrobat but has become the Secretary of Foreign affairs? A butcher could become a Prime Minister😅

  • @RB-kr1ww

    @RB-kr1ww

    Ай бұрын

    @@marianestrella5246 Or a con man a president.

  • @sciagurrato1831
    @sciagurrato18312 ай бұрын

    Kevin, indeed this will be a case study within a decade. I went to a B-school that relied on the case study method, and I can remember clearly the 5 series cases on MITI (Japan). These cases were pre-Plaza Accord. The US used the same playbook - without realizing that, although they may look the same, the Chinese are not the Japanese and have never been.

  • @teatree6228

    @teatree6228

    2 ай бұрын

    China is huge land and peoples

  • @silversurfer8237

    @silversurfer8237

    2 ай бұрын

    China has many experts and there is no doubt they closely studied how, why and what the Plaza Accord in 1985 was. Probably the Plaza Accord was the foundation of the trade playbook used by China.

  • @kaili1621

    @kaili1621

    2 ай бұрын

    Japan was a colony of the United States. China defeated the U.S. military in Korea in 1950 and Vietnam in 1970.

  • @weewahgan6922
    @weewahgan69222 ай бұрын

    He just talks sense. What are all those financial advisors and economists in US government are doing? Anyway the arrogance of all the US politicians will pay a price dearly. They can't get away with impunity.

  • @seowkhoontan9534

    @seowkhoontan9534

    2 ай бұрын

    The US had easy killed of Sharp, Toshiba of Japan, HTC of Taiwan, Alstom of France. They taught China including Huawei would be an easy preys. No doubt China suffers a lot, it looks like they could see light at the other side of the tunnel slowly.

  • @willengel2458

    @willengel2458

    2 ай бұрын

    the empire destroyed Japan with the Plaza Accord and few other things, when Japan was on the rise. Pivot to Asia and TPP were about the same. the empire is frustrated. it's an all out war, but it doesn't get any where. they know the empire is in decline but they don't know how to stop it.

  • @richardwong2950
    @richardwong29502 ай бұрын

    Secondary sanctions are the worst, imposing on other countries and foreign businesses not to sell to China. Collectively the West has lost and hurt themselves whilst China spends enormous amount of money on R&D, inventing their own and possibly later surpassing the standard and quality produced by the West. The same problem applies to geopolitical matters, and the pawns are always sacrificed.

  • @garytan9904

    @garytan9904

    2 ай бұрын

    when are those countries that feared secondary sanctions find their marbles before they are loss forever

  • @ZweiZwolf

    @ZweiZwolf

    2 ай бұрын

    The secondary sanctions ensure that China must develop a complete vertical production chain free of ANY Western IP or sourcing to be sanction-proof. It's working very well, redirecting Chinese investment and energy into a new sector that they had previously ignored due to the ability to buy at market prices. Now, we'll see Western revenue collapse, leading to lower profits, reduced R&D, reduced competitiveness in a downward spiral. Meanwhile, China will see a flywheel effect as more Chinese master and advance the technology. It's going to be very interesting when Chinese product is cheaper and better.

  • @francisliew2801

    @francisliew2801

    2 ай бұрын

    @@garytan9904 Never. Fools are born, not make

  • @Dollarrmb-pk6ub

    @Dollarrmb-pk6ub

    2 ай бұрын

    These are WILLING "prawns" that are elected by their PEOPLE.

  • @America_bombsTSMC

    @America_bombsTSMC

    2 ай бұрын

    sanction helps competitor's business

  • @ajhdigital
    @ajhdigital2 ай бұрын

    The Whitehouse is full of lawyers. The CPC is full of engineers. A meritocracy system ensures only competent people get to the top of the CPC. In the US a system bssed on $ lobbying is how one gets to be US president...competence, ethics and morals are either incidental or a damn nuisance!

  • @spadeysay6846

    @spadeysay6846

    2 ай бұрын

    You have to question the belief that if democracy were that great and efficacious, why are American and European companies are not managed democratically.

  • @user-kd9ts4zg6r

    @user-kd9ts4zg6r

    Ай бұрын

    @@spadeysay6846 because most of the public voters are ordinary and emotional, few of them are logical and tenacious enough, like Elon Musk. They should lead the country. Election, freedom of speech and etc. are not the key to success, but they are the key to satisfy and appease the ordinary public.

  • @rusnahjohare8931

    @rusnahjohare8931

    Ай бұрын

    The Whitehouse is full of Zionists. The Americans are their puppets.

  • @southernafricanboy4148

    @southernafricanboy4148

    Ай бұрын

    ​@@user-kd9ts4zg6rElon Musk😂😅 That conman. Our worst export ever as a country

  • @darthchingaso3613

    @darthchingaso3613

    Ай бұрын

    @@user-kd9ts4zg6rElon the billionaire who depends of tens of billions in subsidies from American tax payers to makes cars and rockets…

  • @soonhockchua3740
    @soonhockchua37402 ай бұрын

    Pride comes before a fall. The biggest boasting nation is XXXX. A politician just claimed "they have the best train system is the world"....Amtrak.

  • @rais1953

    @rais1953

    Ай бұрын

    Are you laughing at Amtrak? Amtrak is no laughing matter :)

  • @AIPretendingToBeHuman
    @AIPretendingToBeHuman2 ай бұрын

    Also, AI is not going to save the US. The most powerful GPT models are Open Source (like RISC V) -- e.g. Llama 3 (Meta), Wizard 2 (MSFT). China has the algorithms, the software, most importantly the data, the chips, the machines that make the chips (soon), the machines that make the machines that make the chips, the minerals that everything is made of, and the scientific and engineering talent in abundance.

  • @martinwilby8942

    @martinwilby8942

    2 ай бұрын

    dont worry ai is not all its cracked up to be

  • @ChiefBridgeFuser

    @ChiefBridgeFuser

    2 ай бұрын

    "soon" 😆😅🤣😂

  • @user-fz2dv4dq8g

    @user-fz2dv4dq8g

    Ай бұрын

    @@ChiefBridgeFuser 5nm is good enough, the cost is high for China, but China home made everything, so it doesn't make a lot of difference. Even 5nm is not that advanced not many countries can make it with the right machine and tools.

  • @americanknow8232
    @americanknow82322 ай бұрын

    First of all, they do not know most of chip design engineers in Silicon valley were Chiense engineers. You think China cannot make chips? You know nothing. The US math olympic won first time for the last 30 years. Who are these math wizard? Chinese American kids. Until they win, Chinas has been the goldmedalist for the last 30 years (except Korean won once) Name anything high-tech. Chiense will do better. 80% of engineering graduate school in the US is Chiense.

  • @martinwilby8942

    @martinwilby8942

    2 ай бұрын

    The hardest part of maths is making the sum , not answering the sum i was at tech with asians and they could do maths by rote but construting the sum they were useless

  • @donkruuz3903

    @donkruuz3903

    2 ай бұрын

    @@martinwilby8942 what is your sample size to arrive at your conclusion?

  • @teatree6228

    @teatree6228

    2 ай бұрын

    USA will ban them kids

  • @sarahk441

    @sarahk441

    2 ай бұрын

    @@teatree6228 don't worry, aren't there Indians to replace them? One of the reason the Chinese went to US of A for education is their perceived believe that foreign education is better. This believe hold true for most of 20th century. The Chinese start to update their education and the ones that gone to overseas become the ones that can not rank high in gaokao. After all, if you can get into Beijing or Tsinghua, you wouldn't need to worry about job prospects.

  • @jogana6909

    @jogana6909

    2 ай бұрын

    In fact, China is hiring chip engineers from all over the world with high salaries. This is a natural thing. You can say that some people do it for money, but you can't change it. When you refuse to sell products to China, China can only do it by itself, even at a higher cost.

  • @MegamiteBooks
    @MegamiteBooks2 ай бұрын

    Meantime, the US is asking Intel, TSMC and Samsung to build more chip factories in the US, dramatically increasing the supply of chips that they don't have to market to sell to. But this overcapacity will not reduce the price of the chips manufactured in the US. It will bankrupt the US chip factories.

  • @peanut0brain

    @peanut0brain

    2 ай бұрын

    Right! Those chips don't have the China market lol😂

  • @slc801

    @slc801

    2 ай бұрын

    They are asking these companies build but the Americans don’t have the manpower or the knowledge do they need to import their workers to 🙄 how embarrassing 😬

  • @cjkl1317

    @cjkl1317

    2 ай бұрын

    They want to build manufacturing in US again but they don’t have a market big enough to support that, how could they make it?

  • @rationalthinker2200

    @rationalthinker2200

    2 ай бұрын

    The US is producing less and less STEM graduates vis a vis China , India etc...and US European heritage majority will be lost by the 2030s based on population demographic studies...Resulting in change of US policy Direction...Its Industrial based has been and will erode further....

  • @khaidirabdulmajid6151

    @khaidirabdulmajid6151

    2 ай бұрын

    @@rationalthinker2200Washington needs to open the gates for Indians to emigrate to the US fast to stem the STEM grads shortage. Bring in millions of them by offering fast track citizenship. The US will not only get STEM workers but if it imports 1 billion of those Indians, the US will soon have a domestic market to match China😊

  • @zuroneuro4665
    @zuroneuro46652 ай бұрын

    These technological leaps that China has taken the last 5 to 10 years are absolutely stunning. Nobody in the West saw this coming, literally no one. It is difficult to wrap your head around the news coming out of China everyday. It leaves you in a state of constant shock ...

  • @ChiefBridgeFuser

    @ChiefBridgeFuser

    2 ай бұрын

    Before you know it, they'll be caught up to like 2010!

  • @othmanhassanmajid8192

    @othmanhassanmajid8192

    2 ай бұрын

    Like nobody saw 1987 and 2008 crash coming.... ❤😂

  • @UniDeathRaven

    @UniDeathRaven

    2 ай бұрын

    What? When you have 1 billion + people in a country, you can do everything.

  • @davidsewall7064

    @davidsewall7064

    Ай бұрын

    Does the US and China not steal technology secrets from each other?😮

  • @andrewlee9286

    @andrewlee9286

    Ай бұрын

    Dude it’s cus industrial espionage is insane

  • @victorhuynh4031
    @victorhuynh40312 ай бұрын

    US now subsidized 100 billion dollars for tech companies not to sell their product to the biggest consumers for US tech companies.

  • @ragnarokws2670
    @ragnarokws26702 ай бұрын

    What doesnt kill you make you come back stronger. Perfectly described Chips industry in China.

  • @SpruceWood-NEG
    @SpruceWood-NEG2 ай бұрын

    The United States forgot who truly faced the front line of the Soviet Union during the Cold War (8 million troops from both sides in Siberia were in a standoff, tactical nuclear weapons from both sides were in an unlocked state, and China armed 70 million militiamen with nuclear warfare and home swapping tactics). Who is actually the only country that actually went to war with the Soviet Union (Battle of Treasure Island). Who almost drove American troops from the Yalu River to the southern coast of South Korea during the Korean War. If we forget these, then the United States should remember the consequences of blocking 4G/5G and space stations, right?

  • @muslimcel4581

    @muslimcel4581

    Ай бұрын

    And who supplied the vietcong with weapons to defeat the indestructible US military

  • @007vsMagua
    @007vsMagua2 ай бұрын

    American policymakers are doing the same thing with the EU in regards to the ongoing Ukraine war. Trying to destroy Russia [Sanctions] is now leading to the demise of the EU and perhaps America, they are scared, and not thinking right.

  • @SK-lt1so

    @SK-lt1so

    2 ай бұрын

    🤡🤡🤡 BTW,what's the weather today in New North Korea?

  • @liucraig3595

    @liucraig3595

    2 ай бұрын

    The New north korea Referent to russia? Dude, This comparison is not witty, It's stupid.

  • @erenyeagerist7681

    @erenyeagerist7681

    2 ай бұрын

    ​@@SK-lt1so Russia already surpassed South Korea's GDP. Just eat your american pie and go serenade your daddy with american pie to spare your economy lol

  • @barnabusdoyle4930

    @barnabusdoyle4930

    2 ай бұрын

    I think the US is happy with the results of their sanctions on Russia. I think the US was hoping it would really hurt Russia, but they knew it was going to really hurt the EU and make the EU more dependent on the US for trade meanwhile destroying competition to US companies in the world.

  • @goodlife6277

    @goodlife6277

    Ай бұрын

    ​@@SK-lt1soSame old joke...

  • @pohkhui
    @pohkhui2 ай бұрын

    no worry, US has India market of more than 1.4 billions population 😂😂😂😂😂😂 Afterall the west is kept promoting India is going to take over China 🤣🤣🤣

  • @adolft_official

    @adolft_official

    2 ай бұрын

    The PajjeetLnad's Half GDP is services which is just scam call centre job, Enddia's manufacturing share of GDP actually declined from 17% to 13%

  • @OnlyAllah.563

    @OnlyAllah.563

    2 ай бұрын

    India is ocean And there are some huge Wales in ocean like Adani + abani All investments from Europe and us goes to these Wales and they become more rich and indian remain in same condition as they are today.

  • @pohkhui

    @pohkhui

    2 ай бұрын

    @@adolft_official precisely.

  • @zhengwenping4764

    @zhengwenping4764

    2 ай бұрын

    8:03 ​@@adolft_official

  • @coolspace2786

    @coolspace2786

    2 ай бұрын

    As legend had it that this 1.4b is an aspiring wannabe, but the other 1.4b is the real McCoy

  • @AnnieT369
    @AnnieT3692 ай бұрын

    Evil intentions backfired big time.

  • @teatree6228
    @teatree62282 ай бұрын

    China already told USA We can make chips at cabbage prices - it was only cheaper to buy from you before and we also wanted to split the profits with you

  • @Sidekick618

    @Sidekick618

    2 ай бұрын

    This is what how our MBAs think.

  • @haniahannslew4108

    @haniahannslew4108

    Ай бұрын

    Yes. President Xi also said that to the US when Trump was in office in 2018.

  • @Fireefly100

    @Fireefly100

    Ай бұрын

    they cpus they make inhouse are from 2004 in performance

  • @ConanTheContrarian1

    @ConanTheContrarian1

    Ай бұрын

    Bullshit. Anyone thinking China is a generous, caring partner is due for a rude awakening.

  • @yarmgl1613

    @yarmgl1613

    Ай бұрын

    @@Fireefly100many applications don’t require that much power, and making a 2010 cpu is already a feat on its own

  • @Ace1000ks19751982
    @Ace1000ks197519822 ай бұрын

    China is the largest market for semiconductor chips, because a lot of those chips were used to make all kinds of products, like computers, smartphones, automobiles, aircraft, drones, smart TVs, and other kinds of electronics. China no longer needs to import those chips, they can produce enough for themselves, and export the surplus production around the world. Some people may say, couldn't they use those chips in the US. The US doesn't have a electronics industry, so now they have a glut of chips they can't use. This increases the supply of chips around the world, and this drives down the price of chips. This made US chip companies less competitive losing the biggest market for chips in this world.

  • @anjunadeep.8384
    @anjunadeep.83842 ай бұрын

    "There are on sale! 30% off" 😅😅😅 Well said!

  • @AnnieT369

    @AnnieT369

    2 ай бұрын

    I might start buying at 90% off.

  • @iWantPeace838

    @iWantPeace838

    2 ай бұрын

    @@AnnieT369 Yeah, I will wait for the Black Friday bargain.

  • @davidlim5

    @davidlim5

    2 ай бұрын

    Closing Down Sale soon.....

  • @ChiefBridgeFuser

    @ChiefBridgeFuser

    2 ай бұрын

    Would that discount be a better or worse risk than some Chinese real estate? I hear the discount on those is pretty steep too.

  • @vegamoonlight

    @vegamoonlight

    Ай бұрын

    ​@@ChiefBridgeFuserAre you Chinese? You might ask the CPC for discounts on surplus housing units.

  • @randomname931
    @randomname9312 ай бұрын

    Biggest own goal in the history of the galaxy.

  • @nancyyan2194
    @nancyyan21942 ай бұрын

    how American chip companies will get its investment return if it bans its export its chips to China? No other country would need American chips as much as China does. The Wall Street should have realized that long time ago that it would hurt itself by doing all this

  • @gregwang8628

    @gregwang8628

    2 ай бұрын

    Arrogance and racism do them in 😂

  • @peanut0brain

    @peanut0brain

    2 ай бұрын

    ​@@gregwang8628racism

  • @j.c.4192

    @j.c.4192

    2 ай бұрын

    Nope, wall street knew. So it was their window to hype up the stocks until fundamentals set in.

  • @markchan8110

    @markchan8110

    2 ай бұрын

    Off course they know it's gonna hurt them. But they also knew that in order to destroy China they have to take some hits as well. And so they thought, but instead their gamble gone totally wrong.! Lol, serve them right.

  • @monipenny408

    @monipenny408

    2 ай бұрын

    well they do have experts like Zeihan and Gordon Chang, what do you expect!

  • @dannyboy8850
    @dannyboy88502 ай бұрын

    How come so many politicians and CEOs are making bad decisions? The qualities of graduate schools in the US are questionable. 😆😆😆

  • @kenw.4539

    @kenw.4539

    2 ай бұрын

    It's not our business leaders' fault. You notice they still go to China to talk to the Chinese government. The US and Western countries are usually led by lawyers who usually have a superficial understanding of most things. The only exception was President Careter who was a physicist or a nuclear engineer. China and some East Asian countries are usually led by engineers including Xi Jinping and many members of the CCP Politburo. That says it all.

  • @Dordord

    @Dordord

    2 ай бұрын

    They were there to grow older, to get high class classmates as their resources in the future, very few to study real knowaledge except the Chinese kids.

  • @catinbootsnow4267
    @catinbootsnow42672 ай бұрын

    Just imagine Saudi Arabia sanctions others by banning them from buying gasoline... 😅

  • @verypleasantguy

    @verypleasantguy

    2 ай бұрын

    Great analogy !

  • @hanmi1216

    @hanmi1216

    2 ай бұрын

    That's a bit different. Because if you are country like Japan that don't have natural resources, and Saudi sanctions them, they can't just create oil like China do to semi Conductor. And if Saudi sanctions Japan, all the OPEC definitely sanctions it too. So, only can rely from outside OPEC countries with premium price of course.

  • @yingluo83

    @yingluo83

    2 ай бұрын

    In this analogy Saudi Arabia only loss their biggest customer, but what the US did also turn their biggest customer to their biggest competitor, it's really genius.

  • @lawyal

    @lawyal

    2 ай бұрын

    ​@@yingluo83by doing so, the Americans aware their intellectually superior to the Chinese. Sounds reasonable to me.

  • @teatree6228

    @teatree6228

    2 ай бұрын

    @@hanmi1216no Japan will have use nuclear power stations more and EV cars and solar

  • @buzzlightyear3715
    @buzzlightyear37152 ай бұрын

    Tell that to Jake Sullivan, the architect of the chip ban. He has been boasting US's "escalation dominance" to the face of the Chinese officials. He also "instructed" the "think tanks" like CSIS and AEI to use the term.

  • @douginorlando6260

    @douginorlando6260

    2 ай бұрын

    In 4 years, I see a future where Chinese chip companies have developed a strong mutually beneficial relationship with Chinese Universities. And it will cement their position as the world leader in new chip design & manufacturing technology. It’s already developing and in 4 years it will be so strong, students will prefer these Chinese Universities over prestigious western Universities. (It leads directly to employment)

  • @douginorlando6260

    @douginorlando6260

    2 ай бұрын

    Jake’s regime change obsession did cause a regime change … in the chip industry. Not the regime change he was expecting.

  • @qichen85

    @qichen85

    2 ай бұрын

    That's because Sullivan is a political pissing contest with Blinken. Blinken is the "Europe is our priority" guy and Sullivan is the "Asia is our priority" guy. To win this contest for power, Sullivan has to convince US to do something in East Asia. Since the entire 2016 try to fight China with military in SCS ended in disaster, they are now trying to do it via trade and chip ban was popular to the voters, so it is a win win. The fact that it is actually detrimental to US economy in the long run was never part of Sullivan's consideration. Of course, this is not to say Blinken is any better. US is currently in the whole Ukraine mess because of Blinken.

  • @bubuneowoo6161

    @bubuneowoo6161

    2 ай бұрын

    According to US News and World Reports, Tsinghua University is the preeminent engineering university!

  • @lawyal

    @lawyal

    2 ай бұрын

    ​@@douginorlando6260not just their preference, the Chinese students have to because they won't be allowed to learn those hi-tech stuffs in western universities. Many of them are not really interested in learning Shakespeare or American democracy things because they invest their time and money to learn things useful enough to get a job not to satisfy westerners.

  • @antediluvianatheist5262
    @antediluvianatheist52622 ай бұрын

    The US has struggled mightily to lift a huge boulder, only to drop it on it's own foot.

  • @mintheman7
    @mintheman72 ай бұрын

    Sanctions only works when your GDP accounts for majority of the world’s GDP, as US and our western allies enjoyed from end of WWIII until the 90’s. Last year, “developing” countries GPD surpassed that of “developed” countries for the first time. China also did more trade with the “global south” than US. That’s why all the sanctions and tariffs didn’t work. We only succeeded in increasing cost for our own consumers as evident in our spiraling inflation.

  • @kennys4100
    @kennys4100Ай бұрын

    Before sanctions, Chinese: we can design and build our own but buying from US suppliers is more cost effective. After sanctions: guess we’ll build our own.

  • @bunlam6281
    @bunlam62812 ай бұрын

    You're analysing the whole industry and telling the truth to the whole world

  • @user-fk8oz9ch9x
    @user-fk8oz9ch9x2 ай бұрын

    Intel massive layoffs, Amazon massive layoffs, thank you Biden

  • @eddiehah9842

    @eddiehah9842

    Ай бұрын

    Someone is on his way out of the WH

  • @georgejesson1944
    @georgejesson19442 ай бұрын

    USA boomerang experts

  • @leekinboo
    @leekinboo2 ай бұрын

    actually there were Chinese economist who said the same , US sanctioned Chinese companies to not buying western chips so the Chinese companies can supply these chips , that is helping Chinese chip companies

  • @christianvanderstap6257

    @christianvanderstap6257

    2 ай бұрын

    The same dynamics happen to a country to the north of China.

  • @vhrui904

    @vhrui904

    2 ай бұрын

    Thank you Amelika 😂😂😂😂😂😂

  • @peterpph126

    @peterpph126

    2 ай бұрын

    The US & its supposedly allies not only lost their largest customer, they ended up with a formidable competitor.

  • @leonipaso1475
    @leonipaso14752 ай бұрын

    This is really a solid argument. How can someone believe they can stop a country like China, with millions of engineers, scientists, and money to invest in, from developing its own Chip industry?

  • @ChiefBridgeFuser

    @ChiefBridgeFuser

    2 ай бұрын

    Yet, when has CN ever developed a leading edge semiconductor node? Always catching up.

  • @greedyinvader9462

    @greedyinvader9462

    Ай бұрын

    @@ChiefBridgeFuserjust the matter of time, China will surpasse Us , maybe in 2-3 years time

  • @brunoschnider1837
    @brunoschnider18372 ай бұрын

    Thanks for your cexcellent and straight forward comments. Precise and clear!

  • @ariesmarsexpress
    @ariesmarsexpress2 ай бұрын

    What Washington hasn't figured out is that China is not only not the USSR of the 1980s, but the U.S. is. That 30% of the telecom chip market is only the first shoe to drop. When China makes a decision to do something, they never do it halfway.

  • @ChiefBridgeFuser

    @ChiefBridgeFuser

    2 ай бұрын

    Ture dat. CN decided that real estate needed to be 30% of GDP. Look at where that's gotten them!

  • @ariesmarsexpress

    @ariesmarsexpress

    2 ай бұрын

    @@ChiefBridgeFuser It will get them to people being able to afford housing. Prices for housing in many big cities in China was surpassing New York City and Dubai. The government crackdown on developers absolutely had to happen regardless of what happens to Wall Street.

  • @waichui2988

    @waichui2988

    Ай бұрын

    Washington could have figured out if they wanted to. They did not bother to figure out. Did they commission the National Science Foundation to lead a thorough and in-depth review of the Chinese science and technological capacity before they launched the technology war?

  • @peterkankonde4403
    @peterkankonde44032 ай бұрын

    Thanks man for the amount of time and research you put in every time to provide the most informative content in a very short and digestive way for the broader audience. Keep it up!

  • @frankm6218
    @frankm62182 ай бұрын

    Develop a new technology, you need market, investment, determination and technology. Which one of the four is most important will be depending on circumstances, however technology would never be the most important. The biggest issues China had on chip industry were (1) market was occupied by American chips; (2) both Chinese government and Chinese firms had no desire to develop chip tech and industry because … they prefer easy money from selling cheap goods, so of course (3) the few chip makers (fabs) received non or little investment in past decades. So that China had never developed proper chip industry UNTIL Mr Trump and Mr JEO banned selling chips to China. America solved the big problems for Chinese chip industry - now they have the biggest market in the world, from government to firms they all made up their mind to develop chip tech and industry simply because they have to. Then of course they have a lot of investment! Wait and see, Chinese chips will dominate the market in entire world very soon. Thanks America!

  • @chaz4609

    @chaz4609

    2 ай бұрын

    Jai Hind. What about India chip investments?

  • @hengongchua6250

    @hengongchua6250

    2 ай бұрын

    ​@@chaz4609. good for building bullock carts only.

  • @7ebr830
    @7ebr8302 ай бұрын

    It couldn't have happened more aptly. The poetry in this karmic backlash is exquisite.

  • @willengel2458
    @willengel24582 ай бұрын

    Huawei not only survived the most severe sanctions and blacklist, it emerged with Mate60 Pro with 7nm domestic chips, satellite capable communication without antenna. Raimondo as unpaid spokesperson. LOL Huawei is an employee owned company. it's profit sharing average for last year is RMB/CNY 500'000. roughly USD 70'000+

  • @slc801

    @slc801

    2 ай бұрын

    Where can I apply 🙏🏼

  • @BraveNewWorld2

    @BraveNewWorld2

    Ай бұрын

    @willengel2458 They have also made an EV 😂

  • @anonymousanonymous-ok3nn

    @anonymousanonymous-ok3nn

    Ай бұрын

    @@slc801They used to have offices in California. They still have but with different names. One of their names was Futurewei Technologies which I was in contact with in San Jose few years ago. I believe only ethnic Chinese can join them otherwise the resume is silently dropped.

  • @AnotherExtraFist
    @AnotherExtraFist2 ай бұрын

    "Our goal is to cripple the Chinese semiconductors ...". But why? WHY? Why is Chinese industry and ingenuity a threat? Is it because SOME in our country wish to maintain our position in a rental economy -- morality be damned! Most Americans would have opted for a different path to global co-operation.

  • @qichen85

    @qichen85

    2 ай бұрын

    It has nothing to do with morality. If being immoral will actually cause US economy to take a lead, then Americans wouldn't be complaining. The Chinese would be complaining, but then they would also acknowledge that's their competitor being better. A win is a win. What's actually stupid about the whole chip sanctions is because it DIDN'T help US economy. It actually did the opposite and the Chinese just looked at the US leadership with pity.

  • @marcv2648

    @marcv2648

    2 ай бұрын

    Because neocons and democrats have a pathological hatred of Russia and China.

  • @Dordord

    @Dordord

    2 ай бұрын

    Ru and Cn are the last two big rocks in your way to control the earth, thats why

  • @AnotherExtraFist

    @AnotherExtraFist

    2 ай бұрын

    @@qichen85 So, an immoral US shot herself in the foot. Immoral still, and incompetent at that. You are not saying that morality should not be the principle for international intercourse, at least of a lawful variety. You are not whitewashing all the crimes committed during the entire US and Western the colonial era.

  • @waichui2988

    @waichui2988

    Ай бұрын

    Those people in Washington DC are interested only in power. To them, the power to order people around is the only thing that matters. Political power. They do not even care about the American semiconductor industry, much less anything else. They see a China that is out competing the US, in industry after industry. If they did not do something big, their ability to push people around would soon be gone. When you are talking about US-China relationship, you need to discern whether the speaker is talking about economics or power. All those who talk about how US and China can cooperate to do wonderful things are economic in their outlook. The other side talk about the Chinese threat see only power, which is a zero sum game. Those people in Washington DC are arrogant and reckless. Did they commission the National Science Foundation to conduct an in-depth and thorough study of the Chinese scientific and technological capability? No. So, they launch the technology war in blindness.

  • @davidmooten6646
    @davidmooten6646Ай бұрын

    if a chinese product is banned it might be a good idea to invest in it , since sanctions backfire all the time...

  • @stephenc6955
    @stephenc69552 ай бұрын

    *"unforced error",* the most painful point to loose to your opponent.

  • @davidkelly2262
    @davidkelly22622 ай бұрын

    Very true,absolutely spot on,Thanks for excellent updates,the only thing growing in America, is its historic, eye-watering, record Debt,which grows,day by day.

  • @havencat9337
    @havencat93372 ай бұрын

    they learned even harder and faster now with so much more support and urgency. they have the biggest market for chips and supply chain in CN. meantimes...Intel its just burning cash trying to do profits with costs 3X vs Asia... guess who will come on top in a couple of years

  • @billinsf88

    @billinsf88

    2 ай бұрын

    US hates it when China gives subsidies to Chinese companies but loves to give it to Intel😂.

  • @user-sf1nq9uj7p

    @user-sf1nq9uj7p

    2 ай бұрын

    @@billinsf88 The US also gave financial relief aid to its beleaguered auto manufacturers like GM and Ford as well as its farmers.

  • @andrewlim7751

    @andrewlim7751

    2 ай бұрын

    Actually, the Chinese govt had been pushing for chips development for years, but there were just not enough investment and works putting into in, and here come the Americans rounding up the Chinese market for the Chinese themselves, here come the sun, everything wake up. 😂😂

  • @flyrodmike

    @flyrodmike

    2 ай бұрын

    @@user-sf1nq9uj7p As well as $billions to the fossil fuel and defense industries. The only ones the US won't give financial help to is the American people. They can go bankrupt and Black Rock and the banks will swoop in and buy their homes cheap.

  • @j.c.4192

    @j.c.4192

    2 ай бұрын

    ​@@andrewlim7751it wasn't they weren't trying hard. It was the open market that buyers can buy the best at the time. Now the open market is closed, companies has to buy the next best thing available. Then the next best thing becomes the best.

  • @mariusmuresan8248
    @mariusmuresan82482 ай бұрын

    At a smaller scale, it "worked" identically as the EU stopped food exports towards Russia, back in 2014. Before that Russia's food replenishment was depending on Europe, while their own production struggled, lacking in both quality and quantity. The sanctions came as a blessing: by now Russia is self-sufficient and an exporter itself.

  • @JA-pn4ji
    @JA-pn4ji2 ай бұрын

    What is laughable about the AI hype and speculation in shares of AI companies is that, the US does not even have the electricity infrastructure to harness data center situated AI chips. This means there is a hard constraint on the production of AI chips by Nvidia, Intel, etc.

  • @ChiefBridgeFuser

    @ChiefBridgeFuser

    2 ай бұрын

    China's approach is convert coal into AI datacenter power. #theskydontlie

  • @Kwockie007
    @Kwockie0072 ай бұрын

    Really confirms the US leadership have no appreciation of human nature, especially of those who understand and tasted international bullying and have learnt that they have the intellect and ability to know what is needed to shake off those shackles. Now they have the will to do so and the West is continuing to direct which stock that China should next take on. The West has difficulty to appreciate people of a civilisation of 4 or more millennia, exists today, not by pure luck or by accident. The West is consumed by its entrenched belief of superiority, drunken from its successes over the last 2 centuries has no appreciation of Philosophy and even less that the only Consistent Property in our universe is Change. 💔

  • @uedgamer5461
    @uedgamer54612 ай бұрын

    Before: everybody is happy. After: everybody is sad, but China.

  • @YM-ex8hh
    @YM-ex8hh2 ай бұрын

    I am very concern of USA usd overcapacity

  • @BeijingBuzzz-China-Travel

    @BeijingBuzzz-China-Travel

    2 ай бұрын

    Ouch ! ; )

  • @firstlast-pt5pp
    @firstlast-pt5pp2 ай бұрын

    I think Huawei is building a 3nm chip plant is Shanghai. Shanghai is a popular place to live in for most foreigners.

  • @xianminxi6919
    @xianminxi69192 ай бұрын

    Many years ago, during a period of normalized relations between China and the US, I conversed with a high-ranking executive from a Chinese state-owned company. I queried why they weren't investing more in their semiconductor subsidiaries to catch up with Western suppliers. He explained that even though having funds, they hesitated to heavily invest due to limited hope of catching up and the challenge of yielding tangible results in the short period. Performance evaluations for these executives favored short-term management results, discouraging long-term investments with delayed or uncertain returns. He likened Chinese semiconductor suppliers to being riding on bicycles and Western ones to riding on motor vehicles, highlighting the significant gap that couldn't be quickly bridged with limited funding. However, with US government sanctions, the tide shifted, and investing in these companies became a reflection of state will and genuine business needs.

  • @eman67rp
    @eman67rp2 ай бұрын

    China has been preparing for this for 20 years, they knew this could happen

  • @m5nh948
    @m5nh9482 ай бұрын

    People need to understand that chips are more sophisticated issue than cigars..

  • @leecheong4986

    @leecheong4986

    2 ай бұрын

    Nope...the Americans banned Cuban cigars and Cuban cigars become the most sought after cigar in the world. Heard of Cohiba? Its just that the Americans blinded by their ego, never learn.

  • @Emmanuel-rz2vg
    @Emmanuel-rz2vg2 ай бұрын

    THE MYOPIC THOUGHTLESS POLICIES AND THE LAW OF UNINTENDED CONSEQUENCES''''

  • @yangan8626
    @yangan86262 ай бұрын

    "Chips are made by human, not by God." From Wang Chuanfu, the founder, chairman and CEO of BYD Company.

  • @lunyutaochola6880

    @lunyutaochola6880

    Ай бұрын

    😂😂😂

  • @isorokuyamamoto8423
    @isorokuyamamoto84232 ай бұрын

    think in soccer it's known as scoring "own goal"...

  • @wirza555

    @wirza555

    2 ай бұрын

    Considering how much the US loves OWNing everything, they thought that by owning the goal they're winning... How clueless they're on the field.

  • @luckyawesse2918
    @luckyawesse29182 ай бұрын

    This is the beginning of the end of the empire. Why? Selfishness

  • @HiggsBoson2149

    @HiggsBoson2149

    2 ай бұрын

    More like Arrogance.

  • @Hereford1642

    @Hereford1642

    Ай бұрын

    @@HiggsBoson2149 The Greeks called it Hubris and Nemesis.

  • @narf0339
    @narf03392 ай бұрын

    its good to have competition, we want to have cheap high tech chips, from other than intel and amd.

  • @woodworking406

    @woodworking406

    2 ай бұрын

    Nvidia GPU goes for over 2k each and Intel and amd CPUs are just as expensive. That is obsurdly expensive for something that goes obsolete in only 2 or 3 years. Can you imagine how much they would cost if we had more competitions?

  • @ChiefBridgeFuser

    @ChiefBridgeFuser

    2 ай бұрын

    "Cheap" with legendary Chinese quality.

  • @narf0339

    @narf0339

    2 ай бұрын

    @@ChiefBridgeFuser like Chinese cars, quality will slowly improve overtime, however u don't need to buy them, as long as they exists, overall price will drop.

  • @user-fz2dv4dq8g

    @user-fz2dv4dq8g

    Ай бұрын

    @@woodworking406 I miss the day when GPU is only $169 LOL, now is like thousands crazy.

  • @kenn4973
    @kenn49732 ай бұрын

    A person who is malicious and crooked can't go very far, why does America think it's an exception?

  • @steaminglobster
    @steaminglobster2 ай бұрын

    This is the analogy: Chinese loves eating fry dough, so China becomes the biggest fry dough market, but at beginning they do not know how to make it, so they spend a lots of money on buying fry dough from other countries. The American ban people to sell fry dough to China, but Chinese loves eating fry dough so much, so they decide to make fry dough themselves. And now they are eating fry dough made by themselves, and whatever flavor they want, they just change the recipe. How about other countries? yep, they are still make fry dough, but they can not eat them all and they never love eating fry dough. And TSMC is super busy to teach people around the world to make fry dough except China.

  • @Dordord

    @Dordord

    2 ай бұрын

    Teaching? You call a forced technical tranport teaching?

  • @seowkhoontan9534

    @seowkhoontan9534

    2 ай бұрын

    ​@@Dordordeventually, TSMC will be on the menu.

  • @Sidekick618

    @Sidekick618

    2 ай бұрын

    @@seowkhoontan9534right now, they are on the edge of the table.

  • @ChiefBridgeFuser

    @ChiefBridgeFuser

    2 ай бұрын

    Very interesting parable about IP theft. Stay busy catching up to the last generation technology. Also, high fat + high carb is bad for heart health.

  • @ChiefBridgeFuser

    @ChiefBridgeFuser

    2 ай бұрын

    @@seowkhoontan9534 lol. Like what, the ruins of the fabs?

  • @thamesshylock5626
    @thamesshylock56262 ай бұрын

    Before the US sanctions, China's chip self-sufficiency rate was only 2%.After a few years of US sanctions, China's self-sufficiency rate has now reached 60 to 70 percent.

  • @bitlil7701

    @bitlil7701

    2 ай бұрын

    Where is link of source?

  • @iWantPeace838
    @iWantPeace8382 ай бұрын

    I like your presentation style, a bit of anger and frustration inside, while staying calm.

  • @m111ark
    @m111ark2 ай бұрын

    Hummmmn… people might start thinking we Americans are fooked

  • @georgejesson1944

    @georgejesson1944

    2 ай бұрын

    The sheep are still in their happy place oblivious how their government is fooking up everything.

  • @nickl5658

    @nickl5658

    2 ай бұрын

    Giant tent cities appearing all over Seattle, new york and Washington DC and the vast number of people with H1B returning to their home nation... kind of communicates that the US is in dire straits.

  • @acuantjahyadi7393

    @acuantjahyadi7393

    2 ай бұрын

    Bukan tapi Idiot

  • @brianliew5901

    @brianliew5901

    2 ай бұрын

    They were already fooked! 😂😂😂😂

  • @stayfree870

    @stayfree870

    2 ай бұрын

    We have such idiots for strategists.

  • @chairman76
    @chairman76Ай бұрын

    It seems the Chinese are determined not to allow another century of humiliation.

  • @soshyaldistansingh6628
    @soshyaldistansingh66282 ай бұрын

    Blessed are the Chinese chipmakers... for the Kingdom of Silicon shalt be theirs, Amen

  • @Wunderpus-photogenicus
    @Wunderpus-photogenicus2 ай бұрын

    We have to be clear-minded and remember : Whenever we says “we will do a 301 investigation”, or “we will sanction them due to national security concerns”, or “you are over producing/overcapacity”, Actual we meant one thing, openly: WE HAVE LOST!!!🥴

  • @same.6409
    @same.64092 ай бұрын

    This is the first KZread channel that I have came across lately with the word “China” in its name, yet not China-hating 😄

  • @victorhuynh4031
    @victorhuynh40312 ай бұрын

    IMF said China will be the driver of the world economy in the next 5 years. China will contribute 21% to the world economy. All technology will flow to the market that generated the biggest profit for technology company.

  • @NotAnonymousNo80014
    @NotAnonymousNo800142 ай бұрын

    Do Europe's sanctions on Russian cheap energy next.

  • @kibakobo
    @kibakobo2 ай бұрын

    INTEL Kaput. Qualcomm Kaput. What else. Apple will take some time. DELL kaput. hP Kaput. 7:08 Exactly ! Market is Asia ! Someone should tour them through Shenzhen 😮

  • @keyto5526
    @keyto55262 ай бұрын

    Even though generative AI is now dominated by USA, but when it came to economics of scale in coming years, China would catch up since they are still producing more power generators to power the future AI because most Chinese politicians are engineers and they calculate they need lots of energy to maintain future AI. But do the USA politicians know about these facts?

  • @ytfanlingeric

    @ytfanlingeric

    2 ай бұрын

    No, no way. US politicians do not even know a Singaporean is NOT a Chinese.

  • @teatree6228

    @teatree6228

    2 ай бұрын

    Wrong Huawei AI chips are now faster than nvidia

  • @silversurfer8237

    @silversurfer8237

    2 ай бұрын

    They have under invested in their power infrastructure either from a distribution or capacity perspective. Between EVs. Cryptocurrency mining and AI computation, that is a lot of electrical power consumption.

  • @mrjack-iu2wx

    @mrjack-iu2wx

    2 ай бұрын

    Yes, I am a Chinese. Currently, there is an excess of electricity in China. Previously, the government would purchase electricity from individuals who use solar energy. However, due to the excess electricity, the purchase has been temporarily cancelled, and electricity bills have remained stable without increasing

  • @christopherross609
    @christopherross609Ай бұрын

    Very impressive interview Adam , I’m so in awe of how you stay calm in such a stressful and violent situation. I’m from England and am very concerned about American democracy and its potential to unravel and its subsequent aftermath for democracy throughout the world ,but if there are Genz Americans like you around there is truly hope for all of us . Stay strong and keep up the excellent examination of those who seek to fool the American people. Sooner or later even the older generations are going to have to accept reality. From a very great full 55 year old Englander. Stay strong!💪

  • @kampayod
    @kampayod2 ай бұрын

    The International Space Station is a good analogy. Some people never learned.

  • @g.m.8360
    @g.m.83602 ай бұрын

    It is said he who refused to sell something you need you will make your own and make it better surpassing you that’s the way it was since time 😊

  • @Below4DC
    @Below4DC2 ай бұрын

    Tech companies need more sales, more sales means more money for R&D. Sanctions will slow down us Tech industry development

  • @WellSalt-Studio
    @WellSalt-Studio2 ай бұрын

    The U.S. government’s annual subsidies create excess chip production capacity in the U.S.

  • @GScully42
    @GScully422 ай бұрын

    US; we have high inflation, China: we can help US: no not like that...

  • @user-ok6re8gv1q
    @user-ok6re8gv1q2 ай бұрын

    There is a choke point too…if you dont have 5G in europe, your pipeline cant do much with advanced chips in things. So i dont think the demand market is that big in anywhere else for high end chips…except in China. Rofl.

  • @Nekoeye
    @NekoeyeАй бұрын

    And I think this brings another great news to the world. Since China was importing semiconductor chips, it was costly, yet China was able to build cheaper stuff compared to all European countries. Now that they're the producers of these chips, the cost will go down as well, which is great for consumers.

  • @cchui01
    @cchui01Ай бұрын

    Sanctioning your hard working customers? You lose the customers and they have no other choices but to build their own.

  • @fayyaznoor1962
    @fayyaznoor19622 ай бұрын

    Excellent and very understandable explanation

  • @happymelon7129
    @happymelon71292 ай бұрын

    AMD, INTC Slip as China Moves Away from Western Tech China officials tell telecom carriers to phase out foreign chips by 2027. This is U$A dream come true .. China helping U$A to stop chip companies from supplying Chinese companies. So great to see the two governments working together.

  • @MADDENCN

    @MADDENCN

    2 ай бұрын

    😂

  • @peetsnort
    @peetsnort2 ай бұрын

    Hence the expression Boomerang sanctions

  • @biomechanique6874
    @biomechanique68742 ай бұрын

    Unintended consequences 😂😂😂 entirely predictable consequences. I mean how stupid is the greedy hegemonic West??? Infinitely!!!!

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