What’s behind US export controls on technology to China? | Inside Story

US President Joe Biden has imposed sweeping controls on exports of semiconductors to China.
Also known as 'semis' or 'chips', semiconductors are needed to run nearly all electronics.
American companies will be restricted from selling advanced chips to China, and supplying Chinese firms with tools to make their own.
China has accused the US of weaponising technology.
What's behind Biden's decision?
And how much is down to politics?
Presenter: Hazem Sika
Guests:
Vasuki Shastry - Associate Fellow, Asia Pacific Program, Chatham House
Dan Wang - Chief Economist, Hang Seng Bank (China)
Yang Wang - Senior Analyst, Counterpoint Research
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#Microchips #Semiconductors #Powerchip #Biden #China #ChipsAct #InsideStory

Пікірлер: 1 800

  • @haixinzheng9759
    @haixinzheng9759 Жыл бұрын

    Japanese semiconductors were global leading in the 1980s, then the US government accused Japanese companies of unfair competition and sanctioned the Japanese companies heavily, and the market share of the Japanese semiconductor was then replaced by the Taiwanese and Korea manufacturers. The US-Japan semiconductor agreement still stands today in which 100% import tax is placed on Japanese semiconductors, whereas countries like Taiwan and Korea are paying less than 5%.

  • @tooltalk

    @tooltalk

    Жыл бұрын

    Actually no. That ended in 1996. It is also true that Japan had unfair trade/econ policies against the US chip makers -- eg, domestic partnership requirement to access their market, tech transfer. If they sound familiar, that's b/c Japan was the inspiration for China's blatant protectionist policies.

  • @haixinzheng9759

    @haixinzheng9759

    Жыл бұрын

    @@tooltalk Yeah, it's always the same excuse because they couldn't compete. Japanese cars was known for its lower price and fuel efficiency when compared with American cars, in the 70s the US companies couldn't compete with Japanese imported products so the US government forced Japan to sign the Plaza accord in 1985, which manipulated its currency and forced Japanese yen to appreciate against dollar multiple times, thus brought Japan into 20 years of economic slump. It would make sense if the US had done this to China, but Japan is the biggest ally to the US in Asia in terms of economy and military, it's been treated the same way simply because the US does not want to lose the position of world dominance, to its enemies nor allies.

  • @haixinzheng9759

    @haixinzheng9759

    Жыл бұрын

    @@WorldSpaceRace I agree with what you just said, but these dots are making your comment rather difficult to read.

  • @tooltalk

    @tooltalk

    Жыл бұрын

    @@WorldSpaceRace : LOL! You are clueless.. Firstly, ASML's litho systems are a whole package over 100m long. Second, China has nothing to worry about if they indeed surpassed the US in everything. So stop whinning and just go organically develop your own lithos, ICS, EDA's from ground up. LOL! Third, almost all of TSMC's chief exec's and top engineers are educated in the US and worked at various US tech companies learning critical industry known-how before they were able to walk; yes, that include Morris Change, the founder of TSMC who spent nearly 30 years at TI. Fourth, I have no doubt in my mind that China would one day develop their own unique lithos completely independent from anything the West invented so far in complete isolation, but that's about 80-90 years down the road. You and I will most likely to be dead by then -- of course, unless China's amazing advances in medicine help us live 50 years more. LOL! Fifth, ASML is a Dutch company, but it sources about 80% of components from other countries -- about slightly less than 25% comes from the US. ASML's light source/laser from Cymer in the US, now a ASML subsidiary, is one example; Zeiss, a lense/glass maker from Germany, is another. There is no known Chinese supplier to ASML -- and you wonder.

  • @tooltalk

    @tooltalk

    Жыл бұрын

    @@haixinzheng9759 : what are you whining about if China's so competitive or surpassed the US already? Look, Japan still dominates the automobile business of the world -- still #1 in the US. Seriously, China is the last country that comes to mind when I think of "fairness." Just think about how China used various subsidies and incentives to attract EV batter makers, only to pull them away from foreign competitors when South Korean battery makers entered the market in the name of protecting and fostering their own young, small battery makers. Neither China or Japan should expect everyone to play "fair" while they hide and protect themselves from competition.

  • @lokechanmun8587
    @lokechanmun8587 Жыл бұрын

    The US did this to Japan's semiconductor manufacturing during the time of Reagan. Japan obliged to commit suicide and entered into a lost decade which it has not really recovered. China will not fold like Japan who depended on the US military umbrella.

  • @hclau362

    @hclau362

    Жыл бұрын

    Japan is NOT dependent on US military umbrella, it is an occupied country -please get this right. US military personnel in Japan are above the Law in Japan. They cannot be arrested or charged by Japanese authorities for crimes committed, including rapes and murders .. many examples of these in the past 40 years. Look it up. If an emergency is declared in Japan, the Japanese military automatically comes under the command of the US commander.. So, tell me again, is Japan Not an occupied country?

  • @deborahbailey5035

    @deborahbailey5035

    Жыл бұрын

    Japan did suffer for over a decade that is true you were govt was selling at cost less than it it actually cost to make to get ahead you blame us that is sad we think after all both our countries have been thru and there is peace we think you've done well and actually have done it betteryoushould proud of that I think it's amazing sad if you don't think so

  • @deborahbailey5035

    @deborahbailey5035

    Жыл бұрын

    Last word on that we suffered too!

  • @deborahbailey5035

    @deborahbailey5035

    Жыл бұрын

    Nope not done yet I'm begging you please don't send anymore more robo pets to your elderly that don't don't understand they need human and real affection I cried myself to sleep for days that is your future not theirs just thinking about it brings tears

  • @hclau362

    @hclau362

    Жыл бұрын

    @@deborahbailey5035 Yes, nice. The atomic bomb helped with you population control, otherwise Japan will be over populated. What will you do then.. ungrateful.

  • @scottrichards3587
    @scottrichards3587 Жыл бұрын

    How much is political? 99.723%

  • @EchoBravo370

    @EchoBravo370

    Жыл бұрын

    100% is about security.

  • @hamidhamidi3134

    @hamidhamidi3134

    Жыл бұрын

    @@EchoBravo370 200% about global dominance.

  • @haryisnanto69
    @haryisnanto69 Жыл бұрын

    "What doesn't kill you, make you stronger"

  • @vengefulspirit99

    @vengefulspirit99

    Жыл бұрын

    This doesn't always apply.

  • @jiangdaon

    @jiangdaon

    Жыл бұрын

    @@vengefulspirit99 美国自己当年是咋做的?

  • @bitter_truth8646

    @bitter_truth8646

    Жыл бұрын

    @@jiangdaon you copy paste other's achievements

  • @wobhineven47

    @wobhineven47

    Жыл бұрын

    They wont if the free market is still a real thing.

  • @sisensi4654

    @sisensi4654

    Жыл бұрын

    @@bitter_truth8646 At least they can copy, that means their science education is successful. Real innovative cannot be replicated

  • @sherylhay13
    @sherylhay13 Жыл бұрын

    So America dosent believe in the free market system after all!

  • @Western_Decline

    @Western_Decline

    Жыл бұрын

    The US only speaks in principles as a pretext to invade and bomb other nations.

  • @badbadbadcat

    @badbadbadcat

    Жыл бұрын

    Destroying globalisation is foolishness from USA's side. US dollar is going to die this way

  • @alexjenner1108

    @alexjenner1108

    Жыл бұрын

    no of course not, just look at their policies on agriculture.

  • @mickkrever4084

    @mickkrever4084

    Жыл бұрын

    *If they are losing ...*

  • @siramike2654

    @siramike2654

    Жыл бұрын

    fear of being overtaken is the cause. eventually China will overtake USA at all cost.

  • @Johntor8888
    @Johntor8888 Жыл бұрын

    Why US can restriction sell to China, but When Indonesia restriction selling nikel without process. Europe complain to WTO and Win.

  • @ParallelComparison

    @ParallelComparison

    Жыл бұрын

    Because US is the Superpower

  • @DannyWong352

    @DannyWong352

    Жыл бұрын

    WTO is always biased against everyone except the west, as always.

  • @yogi9631
    @yogi9631 Жыл бұрын

    America really getting desperate. Really really desperate.

  • @ParallelComparison

    @ParallelComparison

    Жыл бұрын

    Why? You mean like how China is? They banned Facebook, KZread, Whatsapp etc..

  • @Ademirb123

    @Ademirb123

    Жыл бұрын

    True

  • @taniakeen4375
    @taniakeen4375 Жыл бұрын

    Really if someone runs ahead you trip them up and then say they fell , USA has no shame

  • @deepone5005

    @deepone5005

    Жыл бұрын

    It isnt called the Global Rogue State for nothing. It stays ahead by destroying others. Also known as the biggest threat to world peace.

  • @deepone5005

    @deepone5005

    Жыл бұрын

    @Corey Leander look into the mirror and you ll understand what ya just said

  • @Thetequilashooter1

    @Thetequilashooter1

    Жыл бұрын

    The US is restricting its own technology. It should have that right, just like how China should have the right to restrict the sale of its products. China is a potential adversary of the United States so it only makes sense to limit their access to US tech so that it can’t build weapons that could harm the US.

  • @deepone5005

    @deepone5005

    Жыл бұрын

    @Corey Leander that is your biggest problem. Start looking.

  • @deepone5005

    @deepone5005

    Жыл бұрын

    @Corey Leander Look into your mirror and reflect on your words.

  • @salbkbatlitec6584
    @salbkbatlitec6584 Жыл бұрын

    South Korea is definitely among the top 3 chipmaker.. and India is not even among the top 5.

  • @roro4787

    @roro4787

    Жыл бұрын

    Agreed

  • @itchyballs3129

    @itchyballs3129

    Жыл бұрын

    As indian i agree

  • @assertivekarma1909

    @assertivekarma1909

    Жыл бұрын

    As an American, I want to see the US become an even more robust leader, and be more protective of the technology, but cooperating with allies is fine to some degree, we need to squeeze the problematic autocracies. More chips are needed and will be needed, the US, Taiwan, Japan, South Korea, and Europe can all prosper with plenty of market share. Such technology is best among allies.

  • @badbadbadcat

    @badbadbadcat

    Жыл бұрын

    India will have to step up. Globalisation is on death bed and everyone is increasingly fetching for their own. So there's no other choice

  • @krushnanayak1257

    @krushnanayak1257

    Жыл бұрын

    Yeah, we are still not there.. It will take time..

  • @kanpakloykan7105
    @kanpakloykan7105 Жыл бұрын

    Stop shipping chip material to US. See what they can do without all those chip material.

  • @LE64SAM-IAM

    @LE64SAM-IAM

    Жыл бұрын

    Ahh... Ignorance MUST be bliss.

  • @kamareespencer9464

    @kamareespencer9464

    Жыл бұрын

    It wouldn't affect us we design the chips not make them🤣🤣

  • @nostalgicsunday3104

    @nostalgicsunday3104

    Жыл бұрын

    @@kamareespencer9464 bro they are brainwashed ccp comerade

  • @sierra6music

    @sierra6music

    11 ай бұрын

    🇺🇸 🦅

  • @cnmd1636
    @cnmd1636 Жыл бұрын

    This is the last struggle of the empire before it collapses.

  • @alans9707

    @alans9707

    Жыл бұрын

    Makes you wonder how many warring kingdoms China will split into.

  • @hugozhong9532

    @hugozhong9532

    Жыл бұрын

    🤣

  • @idahologbuilder1880

    @idahologbuilder1880

    Жыл бұрын

    This baby isn't joing to collapse. It's the only game in town.

  • @Western_Decline

    @Western_Decline

    Жыл бұрын

    @@idahologbuilder1880 Taliban disagrees.

  • @jennifervanderbilt3745

    @jennifervanderbilt3745

    Жыл бұрын

    Lol dream on. US will continue to reign

  • @issiewizzie
    @issiewizzie Жыл бұрын

    all I know is things are cheaper when made in Asia and expensive when sold by the Americans

  • @morpher44

    @morpher44

    Жыл бұрын

    Slave labor in China ... hence cheaper. Maybe paying more for a product that isn't created by slaves is a moral obligation.

  • @Manni24986
    @Manni24986 Жыл бұрын

    Past history of US restrictions on China. - Space. Yet China is now close to surpassing the US - Aerospace engines. China has essentially caught up - Civil nuclear tech. China is there - the list is endless In fact, with chips being the heart of all tech, it's the last battle left for the US, and as usual China with absorb short term pains and eventually emerge at the top with it sole supply chain of these criteria tech.

  • @sonywayneso2856

    @sonywayneso2856

    Жыл бұрын

    Nothing what you wrote is true

  • @alanssshh

    @alanssshh

    Жыл бұрын

    you hit the point

  • @blokin5039

    @blokin5039

    Жыл бұрын

    @@sonywayneso2856 Your life must be a lie

  • @benjamincarter6095

    @benjamincarter6095

    Жыл бұрын

    Not far from the truth. Chips might slow China down for a decade though.

  • @armchairwarrior963

    @armchairwarrior963

    Жыл бұрын

    @@sonywayneso2856 What you talking about. US ban china from "international" space station. China built its own. US ban China from getting nukes. China got nukes US ban China from buying advance jet engines. China invested a ton of money and now is slowly building those jet engines.

  • @ChopinLu
    @ChopinLu Жыл бұрын

    Chinese international space station will be a good example for US regardless how difficult it could be. At the end it was the US complaining about not being asked to tango with China to work together on Chinese space station.

  • @kooisengchng5283

    @kooisengchng5283

    Жыл бұрын

    US, France and UK recently have offered technology advice to China! China wisely refused all advice from these evil anglo saxons.

  • @robertgittings8662

    @robertgittings8662

    Жыл бұрын

    *"based on US Technology" - what he didn't tell you is even 1% based on US technology is "based on US technology", just as Taiwanese TSMC case (they reduced it to just 1% during starting of Huawei's sanction period) basically blackmailing every other country to follow its rules*

  • @dyu999

    @dyu999

    Жыл бұрын

    they can demonstrate to the world how to get pcr test effectively in space while the American is crying 🤣🤣🤣🤣🤣

  • @dyu999

    @dyu999

    Жыл бұрын

    @@robertgittings8662 who cares

  • @jiangdaon

    @jiangdaon

    Жыл бұрын

    @@dyu999 湾湾到处跑啊🤣

  • @glenwjohnson809
    @glenwjohnson809 Жыл бұрын

    Just 1 word, "Jealousy".

  • @ParallelComparison

    @ParallelComparison

    Жыл бұрын

    Jealousy about what? Jealous about China not even being able to develop low end chips?

  • @jkuang
    @jkuang Жыл бұрын

    Here where we are now in 2022: 1) China can now mass produce 28nm and 14nm chips 2) China can now build DUV (deep ultraviolet light) lithography machines that can print 28nm chips, and can print 14nm chips with double exposure 3) What is really interesting is that it has been discovered in some bitcoin mining machines that China has been producing 7nm chips. It is likely that through multiple stage of exposure, China can use the DUV lith machines to achieve what could be done only by EUV (extreme ultraviolet light) lith machines 4) As result, US government issues bans on ASML shipping DUV lith machines to China (US has long banning EUV machines to China) 5) In response, ASML escalates its shipment of EUV machines to China, sending a total of 23 machines in less than 6 months. In addition, US is hitting China in the area of software used for chip design. On that front, China can manage to use their own "less than efficient" software to do the job. It is a blow to their productivity. But reality is that given time, they can perfect their own software with their own data. It is actually quite unfortunate that US is taking this route. Frankly speaking, China never really want to be in the chip making business. It is more than happy to be part of the global supply chain. By giving up chip making, it shows loyalty and dependency to US. They call this "hide your intention and bite your time" strategy. Everyone wants to be number one. It is OK to keep a tight watch over China for its ambition. But destroying the order of global supply chain, and allowing China to have no choice but to make their own chips ... I think US is shooting itself. Chinese recently has one popular saying, "as long as it is not built by God, we can build it too." So it seems.

  • @ChuckAmadi

    @ChuckAmadi

    Жыл бұрын

    Copy & Paste Yes. Let's see how this Bi-Polarised World fairs. All the CCP China fanbois should reside there if its a glorious place to prosper from the innovations of the West Alliance.

  • @mintheman7

    @mintheman7

    Жыл бұрын

    Thank you for the only informed comment in the comments section

  • @Buttersausage

    @Buttersausage

    Жыл бұрын

    USA always Number one FREE TAIWAN 🇹🇼

  • @nebyeelda5862

    @nebyeelda5862

    Жыл бұрын

    Amazing analysis, but technology doesn't wait around for you to catch-up. A lag of 1 year is devastating for competitiveness let alone decade.

  • @bobsmith3983

    @bobsmith3983

    Жыл бұрын

    @@nebyeelda5862 You don't understand the chip sales statistics. 95% of the chips used in products do not use cutting edge 5nM technologies so the ban only affects 5% of the products that China produces. It is certainly not devastating. It is more devastating for the chip equipment suppliers and consumers as the products will cost more or will be in short supply.

  • @awesomesauce980
    @awesomesauce980 Жыл бұрын

    A lot of people don't seem to understand the difference between chips used in cell phones and cars in comparison to chips used in military functions and super computers. Nor do they understand the difference in difficulty to make them

  • @morpher44

    @morpher44

    Жыл бұрын

    most advanced military machines are secret and so how could we know?

  • @awesomesauce980

    @awesomesauce980

    Жыл бұрын

    @@morpher44 by understanding how machines that aren't secret work

  • @morpher44

    @morpher44

    Жыл бұрын

    @@awesomesauce980 Do you understand how current-day neural networks are made? The companies developing these for the consumer market keep some of this secret too. It is their secret sauce.

  • @awesomesauce980

    @awesomesauce980

    Жыл бұрын

    @@morpher44 you're not refuting my point. The point being that super high end chips are much more difficult to make than general use chips. If anything, you're reinforcing my point by adding another factor in the form of secrecy

  • @morpher44

    @morpher44

    Жыл бұрын

    @@awesomesauce980 correct, I'm not refuting your point ... just adding that we couldn't know anything about military chips -- unless we happened to be trained in their use, had access to their specs, etc.

  • @ngvkhtnw22
    @ngvkhtnw22 Жыл бұрын

    The three guests only regurgitated what's already in the news and offered no analysis. BOTH China and the US made the SAME mistake in the past decades regarding chip making. They both followed the economic logic of buying versus making to arrive at their actions. In both cases, buying was cheaper than making. This approach works wonderfully in peace time, but it leaves countries vulnerable in war time. Taiwan was simply lucky in that it saw a niche in chip making by focusing not on chip design but on perfecting the making of chips based on its clients' designs, as an outsourced manufacturing post for different branded chips for its clients.

  • @1isaacperkins

    @1isaacperkins

    Жыл бұрын

    Lucky your here so you can tell us all about it

  • @kwamekankam-boadu2467

    @kwamekankam-boadu2467

    Жыл бұрын

    In the Chip economy, there are designers and fabricators. Taiwan's TSMC is the lead fabricators of ultra advanced chips, and the leading designers of superchips is defacto USA followed by Japan. China had the benefit of fabricating low grade chips while seeking to steal know how for Taiwan but failing to recognize that Taiwan fabricates and the US is a leading designer. South Korea's Samsung is the second largest manufacturer who also recently moved the fabrication plant from China. The reason is simply, so long as China seeks to flex military and economic muscle globally in opposition to the USA, Chinese technological capabilities will and must be squeezed.

  • @ngvkhtnw22

    @ngvkhtnw22

    Жыл бұрын

    In manufacturing of anything that requires complex designs, the inherent operational difficulty is in handling the dual success between the engineering department that focuses on design, and the production department that actually makes the stuff. Things that may look wonderful on design may give the production department a mission impossible. The US leads in chip design but lags in ultra-advanced fabrication of ultra-advanced chips. There is also an economic problem in that designing chips for a branded final product is much more profitable than actually doing chip manufacturing. If a US company is to do both, it means making the high margin business subsidy the low margin one, unless the low margin one can be as good as Taiwan's TSMC, which has benefited from decades of perfecting their craft ahead of anyone else.

  • @joela.4058

    @joela.4058

    Жыл бұрын

    Exactly

  • @MarkM001

    @MarkM001

    Жыл бұрын

    There is something about the United States that I do believe is a little different but, since I'm a US citizen; it may be just bias.

  • @jarosawbielski2301
    @jarosawbielski2301 Жыл бұрын

    Whoever sows iniquity will reap calamity and the rod of his wrath will strike him alone.

  • @bernardchan4090

    @bernardchan4090

    Жыл бұрын

    Very good, well said 👌

  • @nanbutinanquibotiqui

    @nanbutinanquibotiqui

    Жыл бұрын

    A great proverb!

  • @tombleier
    @tombleier Жыл бұрын

    Wow we can start a war over anything. Why can’t we cooperate and peacefully develop all our technology and resources for all.

  • @kwamekankam-boadu2467

    @kwamekankam-boadu2467

    Жыл бұрын

    Not when coopération with China and Russia only enables their nefarious and hostile attitudes towards their neighbors.

  • @dirkdiggler3009

    @dirkdiggler3009

    Жыл бұрын

    Because the US doesnt see the world that way.

  • @3b0d1999

    @3b0d1999

    Жыл бұрын

    The US wants to hold the world hostage as its sole leader and super power. They will never allow china to take that away from them.

  • @larshofler8298

    @larshofler8298

    Жыл бұрын

    Because the ruling class of the US has conflicting interests with that of other countries, most notably China. We are talking about a challenged empire that desperately tries to assert itself as the ruler of the world. It's also good business for them to distract people from domestic crises.

  • @larshofler8298

    @larshofler8298

    Жыл бұрын

    @@kwamekankam-boadu2467 China hasn't waged a war in more than 3 decades. The US, on the other hand, has invaded and destroyed numerous countries during that 3 decades, and conducted genocidal crimes against the occupied peoples. The US CONSTANTLY tries to topple elected governments in the neighboring countries (Latin America), it has funded death squads and coup d'etats in those countries to terrorize people into submission. Has China ever done things like that? NO. And what a big genius you are, supporting US bullying of China, because China is supposed to be the bully here. It's like, hello? Is there anyone living in your head? Cuz it looks very empty.

  • @oceanwave4502
    @oceanwave4502 Жыл бұрын

    China is like Super Saiyan. Every time they get hurt, they become even stronger.

  • @yachikagupta3165

    @yachikagupta3165

    Жыл бұрын

    Nice joke 🤣🤣🤣🤣🖕🖕🖕 This quote dont work u silly

  • @roro4787

    @roro4787

    Жыл бұрын

    Yeah but it's a different level this time, it's like group games vs semis or finals

  • @alans9707

    @alans9707

    Жыл бұрын

    Yep, just like the Super Saiyan, that is all imaginary. They have failed culturally and intellectually. There is a reason that Chinese Americans and Taiwanese are way more successful and innovative.😆

  • @derekcraig3617

    @derekcraig3617

    Жыл бұрын

    The only reason china has any place is because the US protects shipping lanes for global trade. without the US nave china dies. and that's not even considering their demographic collapse on a level never before seen in history

  • @hugozhong9532

    @hugozhong9532

    Жыл бұрын

    chinese goku is much stronger then japanese hah

  • @JK-ix8zi
    @JK-ix8zi Жыл бұрын

    Easy to propose reshoring of production. Actually doing it is going to be a great deal more challenging. Semi fabrication is one of the most gruelling and hazardous working environments.

  • @mandarinandthetenrings2201

    @mandarinandthetenrings2201

    Жыл бұрын

    China doesn't have the ability to make thousands of micro-chips. 85% of all Silicon comes from one mine in North Carolina. China will never be a micro-chip producer without the express Ok of the United States.

  • @mandarinandthetenrings2201

    @mandarinandthetenrings2201

    Жыл бұрын

    Great, let see you do it. Oh and JK don't expect the CCP give s**t for investment because it ain't coming.

  • @williamweiler236

    @williamweiler236

    Жыл бұрын

    Us doesn’t really want to reshore. We just want China not to have access

  • @junbaosu8031
    @junbaosu8031 Жыл бұрын

    US took those steps to Japan, euro, Soviet Union too

  • @enzoh7763

    @enzoh7763

    Жыл бұрын

    yes,, JPN toshiba died , France ALSTROM died too USSR dis-entegrated too . winner yankess .. see the trend .

  • @pt20829
    @pt20829 Жыл бұрын

    I’m sure companies will be finding a workaround because the outcome of giving up the Chinese market can be fatal.

  • @palirvin1871

    @palirvin1871

    Жыл бұрын

    I don't agree, I believe that day has passed. Japan has closed the majority, soon to be 'all' of their factories and most commonly repatriated those jobs to Japan. Their next step will be who to they partner with to find labor. The Muricans are leaving China in droves, and with the sanctions this will continue and accelerate.

  • @fromfareast3070

    @fromfareast3070

    Жыл бұрын

    @Jack Smith fatal means death, death for a company is basically bankruptcy

  • @CommonSenses101

    @CommonSenses101

    Жыл бұрын

    Some CHIP companies will not survive. Others might take over those companies in trouble.

  • @palirvin1871

    @palirvin1871

    Жыл бұрын

    Keep hearing this threat and can't remember a time when it's come true.

  • @nanbutinanquibotiqui

    @nanbutinanquibotiqui

    Жыл бұрын

    @pearltan2082 The US chip tech ban on China is purely political as well as to protect its selfish global domination. lt doesn't care if the collateral damage could result in the devastation of some of its tech companies. Let them learn a lesson. They think that they can continue to intimidate others, like Japan for instance, but China is not Japan. The Americans are playing a very dirty and unethical game here. The world has to be cognizant of this reality.

  • @edgarmondragon4708
    @edgarmondragon4708 Жыл бұрын

    Delaying the inevitable.

  • @Jocky8807

    @Jocky8807

    Жыл бұрын

    Actually, Biden speeds things up. With these restrictions, the Chinese would have to speed up its innovative process on steroids.

  • @baiajah9137
    @baiajah9137 Жыл бұрын

    If it was the other way around they will make it a big news, this world is run by hypocrites.

  • @prm1234567stphn

    @prm1234567stphn

    Жыл бұрын

    Ya because the west doesn't produce products like addibas, nikie, appile. With no respect for intellectual property rights. West does not block all the companies, amazon, google or any tech that comes in is blocked in china until they master it

  • @jeremyyoung3616

    @jeremyyoung3616

    Жыл бұрын

    Anglo-Saxon

  • @petershanks3049

    @petershanks3049

    Жыл бұрын

    @@jeremyyoung3616 Anglo-Saxon = current world order , but it would seem like that title is being challenged , i wonder how many people on this planet are tired of the current world order

  • @handaxia1251
    @handaxia1251 Жыл бұрын

    Do not complain, CHina, it's a good chance to be self dependent, China is the biggest customer of US Chip, use that money for US Chip to develop your own. No pain no gain.

  • @tamunoemibarango2589
    @tamunoemibarango2589 Жыл бұрын

    They will still Fail on the Chip Tech battle

  • @jbbeiser983

    @jbbeiser983

    Жыл бұрын

    Who is " they " ?

  • @sleepyjoe4529

    @sleepyjoe4529

    Жыл бұрын

    @@jbbeiser983 America

  • @Hkchinese888

    @Hkchinese888

    Жыл бұрын

    @@jbbeiser983 China

  • @billiamc1969
    @billiamc1969 Жыл бұрын

    Nobody talks about the massive amounts of energy that is required to make "advanced" chips...

  • @Commander_ZiN

    @Commander_ZiN

    Жыл бұрын

    People are aware.

  • @johnnyflores5954

    @johnnyflores5954

    Жыл бұрын

    No their not, most people don’t care or have a clue. Don’t know why their building a new chip manufacturing plant in Arizona, when theirs a drought going on. Their only going to get longer and worse, last time I checked chip manufacturing requires a lotta fresh water usage.

  • @kmadge9820

    @kmadge9820

    Жыл бұрын

    Water

  • @Commander_ZiN

    @Commander_ZiN

    Жыл бұрын

    @@johnnyflores5954 you know the arizona plant will probably reclaim most of it's water like the nevada ones right? Getting rid of one plant isn't going to solve all your water issues, it's a much bigger problem than that. People need to do more about climate change and stop taking more water than the planet is recieving. However people are aware of what a chip manufacture consumes, it's not hidden information. Sure not everyone does but those people genuinely don't bother to educate themselve on much of anything. But if you have such a problem with chip makers, you can always stop using technology. Better yet, live off grid being self sufficient growing food with permaculture.

  • @bdub1934

    @bdub1934

    Жыл бұрын

    @@johnnyflores5954 It's not like the earth is 71 percent water or anything...

  • @brian5154
    @brian5154 Жыл бұрын

    The critical player in all this is Dutch company ASML. They make the machines that make 90% of the world's microchips. I understand that this makes the US nervous.and they seek to control ASML as much as they can.........

  • @sacedive

    @sacedive

    Жыл бұрын

    Good female cats like the Dutch shouldn’t have that control.🎉

  • @zenzone704

    @zenzone704

    Жыл бұрын

    Not just ASML, there’re 3 biggest semiconductor companies in this world such ASML (Dutch company), Applied Materials (USA) & Tokyo electron with different technologies making the machines.

  • @andrewlim7751

    @andrewlim7751

    Жыл бұрын

    The Americans wanna control everything... literally everything. 😁

  • @hongkongpong5588

    @hongkongpong5588

    Жыл бұрын

    Correct..

  • @hongkongpong5588

    @hongkongpong5588

    Жыл бұрын

    In d end Taiwan will be d greatest looser because it is still Chinese n will be treated as a pariah ..

  • @markc6140
    @markc6140 Жыл бұрын

    Just a matter of time, 10 years, 20 years, China with millions of engineers graduated every year will find a breakthrough in advanced chip industry. 😊

  • @geogoal9176

    @geogoal9176

    Жыл бұрын

    By that time China will find itself being late for generations. Even 1 gen behind means losing a ton of opportunity to put the double transistor inside the chip🤣. Poor China

  • @checkmate2861

    @checkmate2861

    Жыл бұрын

    In the next life

  • @matkilau1320

    @matkilau1320

    Жыл бұрын

    Waiting for this coming December announcement, no need to wait 10 or 20 years. Chip will become another EV car for China.

  • @J_X999

    @J_X999

    Жыл бұрын

    @@geogoal9176 Give the phone back to mummy now, be a good boy.

  • @guppy719

    @guppy719

    Жыл бұрын

    Maybe though they have failed so far. Chip tech is far from being USA controlled and is widespread in the western world and democratic Asia ASML and TLMC are both huge players for example. The issue for China is that they are probably more than happy to go along with the USA and not give themselves a big Chinese competitor/

  • @tongsam5114
    @tongsam5114 Жыл бұрын

    My Huawei pro 20 is with me for the past 4 years and is still doing fine. Thanks

  • @bazlur-Vancouver
    @bazlur-Vancouver Жыл бұрын

    India.? India doesn’t have any semi fabrication facilities. They just took initiative this year. Leading other Countries are Japan, Korea, Singapore, Malaysia and Thailand

  • @MyGod-1

    @MyGod-1

    Жыл бұрын

    Mr Rehman you need to get knowledge upgrade. FYI most of the Intel, Apple, Nvidia, Arm, AMD and also analog chips are 70-80% designed by India. Either India or USA. Taiwan manufactures them.

  • @sleepyjoe4529

    @sleepyjoe4529

    Жыл бұрын

    @@MyGod-1 lmao fake news

  • @oneviwatara9384

    @oneviwatara9384

    Жыл бұрын

    @@MyGod-1 Brainwashed?😂🤣

  • @kushagravlogs5627

    @kushagravlogs5627

    Жыл бұрын

    @@MyGod-1 fake news

  • @manishgrg639

    @manishgrg639

    Жыл бұрын

    @@MyGod-1 Kuch bhi

  • @andreashauschild7757
    @andreashauschild7757 Жыл бұрын

    Interesting plan. Usa is trying to build its chip industry up, something that is technically challenging but also produces a more expensive product that will have a difficult time to compete with the main produces in Taiwan. At the same time it is blocking its largest customer. So make a non competitive product and eliminate the customer for it. Makes no sense. Also, how do you think the Taiwanese will feel about the USA planning to take the out of business. I think it will push Taiwan closer to China in the end.

  • @assertivekarma1909

    @assertivekarma1909

    Жыл бұрын

    The US is already involved in many aspects of the best semiconductors, Taiwan is a partner, who hasn't been able to meet global demand and has an obnoxious China seeking to subjugate it. The US, Taiwan, Japan, and South Korea, and Europe can all prosper, squeezing out problematic autocracies is key. Taiwan has our support regardless, they won't be cancelled out as partners unless they fail in security related to the likes of China. The US with a focus & subsidies will offset extra labor costs, plus US access to energy and resources and it's sophisticated markets... will be difficult to beat.

  • @Western_Decline

    @Western_Decline

    Жыл бұрын

    The Tsai regime isn’t an autonomous government. It’s a U.S. vassal and will stay by US regardless, even if it kills TSMC.

  • @Western_Decline

    @Western_Decline

    Жыл бұрын

    @@assertivekarma1909 Taliban beat the U.S.. It’s not that difficult to beat the Western savages.

  • @joannewu7637

    @joannewu7637

    Жыл бұрын

    USA is not trying to build its chip industry, it's trying to kidnap other manufacturers to USA. TSMC founder n former CEO said many times TSMC cannot prosper in USA but USA told TSMC and Taiwan government to build 6 factories in USA

  • @badbadbadcat

    @badbadbadcat

    Жыл бұрын

    @@assertivekarma1909 Want to squeeze "problematic autocracy"? Start with USA

  • @robertgittings8662
    @robertgittings8662 Жыл бұрын

    *"based on US Technology" - what he didn't tell you is even 1% based on US technology is "based on US technology", just as Taiwanese TSMC case (they reduced it to just 1% during starting of Huawei's sanction period) basically blackmailing every other country to follow its rules*

  • @Monsterpala

    @Monsterpala

    Жыл бұрын

    So what are you suggesting, replacing the thug blackmailing you with one who will beat you up and kill you? And serve you endless lies? This fond the Shanghai girl mentioned was a failure last time I heard about it. Putin will look like a puppy compared to Xi when Xi survives the power struggle and gets a third period.

  • @BenMeddeb

    @BenMeddeb

    Жыл бұрын

    The entire semiconductor industry is not only based on U.S tech, but IT IS a U.S tech.

  • @vengefulspirit99

    @vengefulspirit99

    Жыл бұрын

    Your salty tears are so delicious. You literally can't make chips without lithography.

  • @jiangdaon

    @jiangdaon

    Жыл бұрын

    因为美国霸权,它绑架了其它国家,禁止出售制造芯片的设备

  • @alone-tt8dg6ic6f

    @alone-tt8dg6ic6f

    Жыл бұрын

    We, American, controls all mainstream media outlets. We control monetary system and advance software and equipments of all shorts and we have rich supporters in every countries on Earth. We, Western allies, civilized India, Africa and Middle East and Asia along with China. All countries have to obey our, US, dictation. WE dictates all rules and regulations. 🇺🇸🇺🇸🇺🇸🇺🇸

  • @jamesq3210
    @jamesq3210 Жыл бұрын

    Human history shows that technology diffuses globally over time, regardless of how hard the original "owners" try to keep it to themselves. In any case, USA is making 2 huge bets here: (1) That China won't be able to grow chip companies that are just as competitive as their US counterparts (2) That these Chinese companies won't then go on to dominate global markets ie USA end up globally isolated in its technological decoupling from CN. 🙃 FWIW, I think CN has a couple of critical long-term advantages over USA: a) Large domestic market to support growth of its chip companies. Revenue --> profits --> R&D --> technological lead. (The export controls has reverse effect on american companies denied these revenue streams) b) Immense scientific/technical talent pool Market-distorting protectionist policies will eventually backfire. 🤣

  • @badbadbadcat

    @badbadbadcat

    Жыл бұрын

    Obviously. I hate it when USA is making lives of others who trust them miserable. Another thing is sanctioning countries. With the Russia sanctions pretty much everyone has lost trust in US dollars. Now it's just a matter of time

  • @mickkrever4084

    @mickkrever4084

    Жыл бұрын

    @@badbadbadcat *"based on US Technology" - what he didn't tell you is even 1% based on US technology is "based on US technology", just as Taiwanese TSMC case (they reduced it to just 1% during starting of Huawei's sanction period) basically blackmailing every other country to follow its rules*

  • @mickkrever4084

    @mickkrever4084

    Жыл бұрын

    @@badbadbadcat *If US block its own export that will be no problem at all ... nobody will care 🤭*

  • @tanattjhon

    @tanattjhon

    Жыл бұрын

    but base material did not. 90% of 9N purity silicon on earth is from spruce mine,NC. export ban will kick in soon

  • @franknwogu4911

    @franknwogu4911

    Жыл бұрын

    @@badbadbadcat Then why is the USD growing above all other currencies right now, if no one trusted the USD no one would be buying them. Most people don't think like you.

  • @brokenSnake
    @brokenSnake Жыл бұрын

    Remember when Motorola tried to build phones in Texas? How did that go?

  • @OryxAU

    @OryxAU

    Жыл бұрын

    Motorola at the point was no match to competitors in the industry. They were scraping along by selling low end budget phones. Hardly a profitable venture.

  • @trasewagner7582

    @trasewagner7582

    Жыл бұрын

    whats your point? That was 20 years ago

  • @qjtvaddict

    @qjtvaddict

    Жыл бұрын

    @@trasewagner7582 point still stands

  • @morpher44

    @morpher44

    Жыл бұрын

    Motorola phones were popular for a little while. Technology always moves fast. We used to use modems with land-lines. We used to have paper tape ... punch cards. We had big floppy disk drives. Memories used to be made with magnetic cores.

  • @JorgeRamos-xw6dy
    @JorgeRamos-xw6dy Жыл бұрын

    How will this impact the growth of Intel, Nvda, Amd etc...? As an American I understand the need to protect our technology and our nation. As an investor, I did not see this coming. My main worry had to do with de-listing chinese companies and Taiwan. Goes to show that danger can come from just about anywhere.

  • @kamareespencer9464

    @kamareespencer9464

    Жыл бұрын

    But we've been talking about the coupling from China since doesn't seem like you're that much of a good investor cause I don't believe it follows it like they'd leaving on nowhere trying to divest from China.

  • @mosesquetu9818
    @mosesquetu9818 Жыл бұрын

    The question is, which chips are dispensable and which ones are indispensable.

  • @Waverlyduli

    @Waverlyduli

    Жыл бұрын

    A better question is why autocracies are incapable of producing quality chips and high tech when Democracies like the US and Taiwan can do it so well?

  • @dyu999

    @dyu999

    Жыл бұрын

    @@Waverlyduli No chips no problem, they can steal

  • @hamidhamidi3134

    @hamidhamidi3134

    Жыл бұрын

    Free trade 🤣🤣🤣🤣🤣

  • @johnkoh5207

    @johnkoh5207

    Жыл бұрын

    @@dyu999 Let me quote former CIA Chief, Mike Pompeo, " we cheat, we lie and we steal, that what America is about" Cheers thief!!!

  • @ChuckAmadi

    @ChuckAmadi

    Жыл бұрын

    @@Waverlyduli These folks enjoy the fruits of their labour, can invest become prosperous and call their Western leaders names or heros, and call things as they seem them without being locked up, tortured, poisoned or end up through a window.

  • @spider6660
    @spider6660 Жыл бұрын

    I think no country in this world is experiencing too much pressure inside and outside like China.

  • @lojaiku5641

    @lojaiku5641

    Жыл бұрын

    You mean Chinese civilians ?

  • @ercanqa7452

    @ercanqa7452

    Жыл бұрын

    I Dont think , Chinese are probably the smartest People on Earth , they are just not so impulsive like western People , i mean you can yell at your opponent as loud as you want , maybe he is just thinking if he should crush your head or let it go .

  • @didyoumissedmegobareatersk2204

    @didyoumissedmegobareatersk2204

    Жыл бұрын

    That's the myth that china is facing any internal pressure

  • @7_years_and_
    @7_years_and_ Жыл бұрын

    2:48 Did he say India ? I dont believe it..🤣.

  • @yeetian2774
    @yeetian2774 Жыл бұрын

    3 years ago when US started this embargo it has already caused the shortage of automobiles supplies all over the world. Now it will only get worse. Long live American empire🎉

  • @GjaP_242

    @GjaP_242

    Жыл бұрын

    5, 2022-The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales were $46.9 billion during the month of October 2022, a slight decrease of 0.3% compared to the September 2022 total of $47.0 billion and down 4.6% compared to the October 2021 total of $49.1 billion. 11:22

  • @iainmackenzieUK
    @iainmackenzieUK Жыл бұрын

    very interesting - thank you

  • @mjshuja1948
    @mjshuja1948 Жыл бұрын

    I WAS WATCHING A VIDEO😱😱😱😱😱😱😱HE SAID CHINA COULD NOT MADE BOIL POINT TIP😱😱😱😱😱THEY WERE GETTING FROM JAPAN GERMANY AND SWEDEN,SO FINALLY IT TOOK THEM 5 YEARS TO MAKE,NOW REAL HARD TO MAKE HIGH CLASS SEMICONDUCTOR,LET SEE HOW LONG IT WILL TAKE TO CHINA TO MAKE ONE

  • @mgronich948
    @mgronich948 Жыл бұрын

    The current export ban is not just from the US but from any country in the world that might have used US technology in some way. The "Use US technology" is a fake arguement. The US can pass a law saying that Germany can't sell XYZ to China even if XYZ contained zero US technology. The US has secondary sanctions that says Indonesia can't buy Russian oil. What give US the right to do that? The fact that the US dollar is the global reserve currency and the economic pain the US can put on Indonesia.

  • @wotltkfkdgo

    @wotltkfkdgo

    Жыл бұрын

    Exactly. Xijinpoop should've listened to Deng and laid low for 100yrs. Instead he decided to pick a fight and now look at whats happened.

  • @xianyanwang2705

    @xianyanwang2705

    Жыл бұрын

    @@wotltkfkdgo it doesn’t matter if China laid low or not. The US will push down whoever is rising up close to it. If not for the 9.11, the US would have done it to China 20 years ago.

  • @didyoumissedmegobareatersk2204

    @didyoumissedmegobareatersk2204

    Жыл бұрын

    @@wotltkfkdgo😆what happened china economy is 19T$ ..it has it's own space station

  • @wotltkfkdgo

    @wotltkfkdgo

    Жыл бұрын

    @@didyoumissedmegobareatersk2204 yeah and a demographic collapse, one of the worlds worst polluted cities, and no meaningful allies. Hmmm 🤔🤔

  • @wotltkfkdgo

    @wotltkfkdgo

    Жыл бұрын

    @@didyoumissedmegobareatersk2204 also 19t but per Capita is something like 12k. Less than Uruguay looool

  • @andyluo1389
    @andyluo1389 Жыл бұрын

    Game is on, that’s every one knows

  • @parrotletsrunearth1173
    @parrotletsrunearth1173 Жыл бұрын

    There needs to be a lot of pain now to prevent incalculable pain in decades or years.

  • @alexroberto6353
    @alexroberto6353 Жыл бұрын

    Trump "I'm the toughest on China". Biden "Hold my beer".

  • @larshofler8298

    @larshofler8298

    Жыл бұрын

    They are the same. A bunch of losers

  • @spider6660

    @spider6660

    Жыл бұрын

    Trump didn't make things escalate. Biden already made the painful withdrawal of Afghanistan, Russia Ukraine war, North Korea missile threat, making China tension above all Inflation and energy crisis around the globe.

  • @user-jf7kz5kw6e

    @user-jf7kz5kw6e

    Жыл бұрын

    biden is an idiot

  • @GrigRP

    @GrigRP

    Жыл бұрын

    This will only help China develop their own chip industry. US knows it can't compete so just bans. Same happened with Huawei.

  • @Best_grass

    @Best_grass

    Жыл бұрын

    Hold my ice cream

  • @donmills5341
    @donmills5341 Жыл бұрын

    Who will be the biggest customer for those chip companies?? Will there be a massive layoffs looming?

  • @rongarcia2128

    @rongarcia2128

    Жыл бұрын

    Job is the least of the concerns. Their r&d budget will take a nose dive. Will the US pass chip act every year for subsidy?

  • @morpher44

    @morpher44

    Жыл бұрын

    we see a trend of using drones in warfare now. In Ukraine, it was demonstrated that cheap, low-end drones could take out very expensive tanks and machines. All militaries on the planet will be re-tooling with technology.

  • @morpher44

    @morpher44

    Жыл бұрын

    @Jack Smith Think how difficult it will be for China to invade Taiwan. Soldiers in Taiwan, with small little hand-held devices, will be able to deal with very expensive Russian helicopters that China tries to use or incoming ships, etc. The anti-air will be inexpensive and do great damage to any air-attacking machines. There are anti-drone weapons in the works (or ready). It is likely the CCP already knows this because it hasn't attacked yet. The combination of low-cost & high-tech can defeat a swarm of expensive military machines as demonstrated in Ukraine. This is really great because those of us who are against a single-world government are happy to see that a small country can defend against a larger country. This prevents all big countries from eating smaller countries and prevents the notion of a single-world government. It allows for some of us on this planet to be free. If you want to be free, fight for it.

  • @morpher44

    @morpher44

    Жыл бұрын

    @Jack Smith Osama bin Laden, a person from Saudi Arabia was hiding with the Taliban as a guest. USA was after him because of 911. The Taliban are now in control. Trump admin negotiated with the Taliban and USA has left Afghanistan. Afghanistan is still a country -- not taken by another country.

  • @ziad_jkhan
    @ziad_jkhan Жыл бұрын

    But what prevents the ban from being circumvented through proxy countries???

  • @robertgittings8662
    @robertgittings8662 Жыл бұрын

    *I like this statement better: it is fair to say that because of China's invention of paper, China is responsible for all the other take technological inventions in the world"*

  • @johnmclaughlin5075

    @johnmclaughlin5075

    Жыл бұрын

    you forgot gun powder which the west weaponized and used against China in the opium wars

  • @ubermenschen3636
    @ubermenschen3636 Жыл бұрын

    @13:29, She is gravely mistaken. China is a major manufacturer of semiconductor chips. China’s several semiconductor companies don’t make the leading -edge 3 to 5 nanometer chips which is used in products where energy, heat, size, and weight are major constraints such as used in cellphone. Instead of pursuing leading-edge chip manufacturing, China’s commercial chip makers focus on making chips using yesteryear’s technology, the 15 -35 nanometer chips, which can be mass produced at a much lower price than the leading edge chips, and widely used where energy consumption, heat dissipation, size, and weight are not constraints. China is worldly known as the low price producer offering products at the ‘China Price.’ China’s forte is mass production; low cost producer of legacy chips; chips offered at cut-throat prices; huge revenue generation from massive scaling of production. TSMC’s forte is the making of state-of-art chip used in cellphone, satellite, and other applications where minimization of energy, heat, size, and weight are critical. TSMC generates massive revenue from selling the latest-and -greatest chip at sky-high prices. As TSMC dominates this sector of the chip market, buyers have no choice but to pay to play or quit.

  • @hongkongpong5588

    @hongkongpong5588

    Жыл бұрын

    But still falls under US jurisdiction..US control Taiwan's TSMC ..

  • @genuinennessbefitting4734
    @genuinennessbefitting4734 Жыл бұрын

    Before 2004, the United States led the world in semiconductor technology, and foundries had to pay IBM's technology license fees. But in 2004, TSMC took the lead in developing 0.13-micron copper process technology ahead of IBM, ushering in the era of Taiwan's semiconductor technology leading the world. In 2014, IBM withdrew from the foundry business, and TSMC considered buying IBM's fab in New York State. However, even though IBM's technology has lagged Taiwan by a decade, the US Department of Defense and IBM, still worried about the influx of already lagging American technology into Taiwan, rejected the deal. High-tech semiconductor technology is the result of Taiwan's efforts to develop, and now the United States claims to "bring back" semiconductor production to the United States.

  • @rare5964

    @rare5964

    Жыл бұрын

    The technology TSMC chips are based on is created by the aryans in Netherlands. That's why chinese tried to persuade the dutch to sell them the tech and US stepped in at the very last.

  • @inigoacha1166

    @inigoacha1166

    Жыл бұрын

    Yeah more like moving the production to Mejico. The cheap labour comercial outpost, dosent gonna hold.

  • @EnriquePerezBarahona

    @EnriquePerezBarahona

    Жыл бұрын

    Too bad Taiwan isn't China

  • @genuinennessbefitting4734

    @genuinennessbefitting4734

    Жыл бұрын

    @@inigoacha1166 Chip design is a capital-intensive industry, and labor costs are not substantial. So, TSMC is not taking advantage of cheap labor in the United States by setting up a factory in Arizona.

  • @PalCan

    @PalCan

    Жыл бұрын

    @@EnriquePerezBarahona too bad the US State Department website has always said “Taiwan is part of China” and that the US “does not support Taiwan independence”

  • @tc691kiing9
    @tc691kiing9 Жыл бұрын

    slowing down advanced yet expensive technology is good for China. Capturing 70% less advance >14nm market surely harvesting most of the $$. Still, US sanction does not halt the semiconductor industry in China as what Toshiba has had. There will be game changing happening in China to be home grown largest semiconductor equipment and material supplier. 1nm just matter of time which US is lacking of.

  • @Waverlyduli

    @Waverlyduli

    Жыл бұрын

    Keep telling yourself that. Dreams are free.

  • @vivienneL1011

    @vivienneL1011

    Жыл бұрын

    Why do US sanctions fail? Because a platypus isn’t a bird Sanctions mostly cause humanitarian crises, not democratisation. The answer lies in biology.

  • @ohdearearthlings1879
    @ohdearearthlings1879 Жыл бұрын

    This matter brings to mind a saying attributed to Socialist Karl Marx and Vladimir Lenin: the last capitalist we hang shall be the one who sold us the rope.

  • @miles2378

    @miles2378

    Жыл бұрын

    It was Joseph Stalen not marx who made thag statement.

  • @GuyRBrewer109
    @GuyRBrewer109 Жыл бұрын

    Why were the chip manufacturers off shore anyways? Corporations are allowed to use taxes, policy and the military for their personal uses, meanwhile the taxpayers foot the bill. it's unbelievable how they never get pushback from the people.

  • @Leto2ndAtreides

    @Leto2ndAtreides

    Жыл бұрын

    They're offshore because TSMC offered a much better service, and more broadly to all companies around the world. And by focusing on building other people's chips, they became better at it than companies like Intel. And it's no small thing to build an ecosystem for a certain kind of industry. You also need the right kind of leadership. In this case, TSMC's rise is because of the leadership and vision of its founder. The US has 5% of the world's population. So you should automatically assume that 95% of the world's talent is born elsewhere. Some of that can be attracted to the US, but there's no way to try to win at everything internally. There are industries that the US has advantages in and industries it does not.

  • @misterhill5598

    @misterhill5598

    Жыл бұрын

    Many countries already tried to manufacture semiconductor chips and made huge losses. The up front cost and operation cost while the margin is small. Profit came from big volume. Intel/Nvidia can only manufacture at low volume. USA and India are 2 good examples of countries who are good at design but not good at manufacturing chips. It is a reality that they need to stick to design. Taiwan has the big silent China support behind it. Electronic manufacturing is Taiwan's main business.

  • @haixinzheng9759

    @haixinzheng9759

    Жыл бұрын

    Japanese semiconductors manufacturers outcompete the US companies to the extent that 6 out 10 world top semiconductor manufacturers were Japanese in the 1980s. Then the US accused the Japanese company of unfair competition and sanctioned Japanese semiconductor companies with 100% import tax, whereas the tax rate on semiconductors from other countries is less than 10%. The Japanese semiconductor has then been replaced by the Taiwanese and Korean semiconductors.

  • @tooltalk

    @tooltalk

    Жыл бұрын

    @@Leto2ndAtreides : almost all of TSMC's top exec's and top engineers, from the founder of TSMC Morris Chang to C.C. Wei, are educated in the US and spent significant time at various US tech companies learning the trade and industry know-how. It has little or nothing to do with genetics or being born elsewhere. I attribute TSMC's recent rise in the industry to US tech companies' rush to China/Taiwan-first shift past 10 years.

  • @tommos1
    @tommos1 Жыл бұрын

    Fear. Fear is what's behind it.

  • @keithdunwoody1302

    @keithdunwoody1302

    Жыл бұрын

    It's called prudence.

  • @glenbirbeck4098
    @glenbirbeck4098 Жыл бұрын

    time to buy a couple of extra computers...just in case the supply chain is broken by events.

  • @beshinerondozai4185
    @beshinerondozai4185 Жыл бұрын

    let the market decide.

  • @TitoSim
    @TitoSim Жыл бұрын

    Wrong move. China has now the expertise on tooling design and it will not take a lot of time to fine tune it. I don't think China will tell anyone that they have already the manufacturing capability and producing various chips. It is likely that China's technology will be shared to other countries for a price.

  • @alee2204

    @alee2204

    Жыл бұрын

    China will disregard the patterns to reverse engineer the chip making machines

  • @Dblue-rhino

    @Dblue-rhino

    Жыл бұрын

    Share? U smoking?

  • @robertgittings8662

    @robertgittings8662

    Жыл бұрын

    *"based on US Technology" - what he didn't tell you is even 1% based on US technology is "based on US technology", just as Taiwanese TSMC case (they reduced it to just 1% during starting of Huawei's sanction period) basically blackmailing every other country to follow its rules*

  • @ChuckAmadi

    @ChuckAmadi

    Жыл бұрын

    Hope so.. Bi-Polarised World ahead us.. pickna side. Those whinging in the West can have crack on living in CCP China/Russian sphere. Good luck..

  • @timmyg44

    @timmyg44

    Жыл бұрын

    Rubbish! It is near impossible to manufacture high end chips and that's why China is panicking.

  • @AnupumPant
    @AnupumPant Жыл бұрын

    How about the suppli chain to manufacture the ASML EUV tools? I'm sure such a complex piece of tool uses some essential things that come from China. Can't china easily choke that part of the chain and cause havoc for advanced chip manufacturing everywhere in the world?

  • @dreadfulbodyguard7288

    @dreadfulbodyguard7288

    Жыл бұрын

    No. China is not a bottleneck as of now. Most important components come from either US or european suppliers.

  • @jelanego6286
    @jelanego6286 Жыл бұрын

    The Chinese spokeswoman accusation of "lack of fair play" is hollow as it comes from a country that does not practice. And since China has all the talents of pirating so why are they so worried and complaining?

  • @exposingproxystalkingorgan4164
    @exposingproxystalkingorgan4164 Жыл бұрын

    I see stock market opportunities with all these political and economic moves.

  • @JusticeFALL-USA
    @JusticeFALL-USA Жыл бұрын

    China and USA should meet in the middle on this ~~ STRATEGY and COMPETITION.

  • @edgarmondragon4708

    @edgarmondragon4708

    Жыл бұрын

    Any of them doesn't know the word "competition". A Capitalist dictatorship and a Military oligarchy. (Who is who?).

  • @johndorilag4129

    @johndorilag4129

    Жыл бұрын

    Anglo Saxons want other countries to be subservient to them

  • @assertivekarma1909

    @assertivekarma1909

    Жыл бұрын

    China has been stealing intellectual property for years, abusing international law, behaving poorly in business practices, and is becoming increasingly militaristic and bullying neighbours & supporting other problematic regimes...

  • @sleepyjoe4529

    @sleepyjoe4529

    Жыл бұрын

    @@edgarmondragon4708 China is the first America is the latter

  • @morpher44

    @morpher44

    Жыл бұрын

    China dumping US treasuries. It seems the BRIC nations will decouple from the USD. If there is to be competition ... it will be global now w/o international trade as it was before.

  • @ABSiddekAnik
    @ABSiddekAnik Жыл бұрын

    Leading. manufacturer China, India, US! Isn't not correct.

  • @zatoichiable
    @zatoichiable Жыл бұрын

    US cannot play fair in a competitive world...

  • @nehcooahnait7827
    @nehcooahnait7827 Жыл бұрын

    This might be another “fine, I will do it myself” moment ten years later. 🤨

  • @kentershackle1329
    @kentershackle1329 Жыл бұрын

    they (SMIC) are already capable to produce process of 7nm now, using DUV machines .. quite sure BiReN 7nm GPU chips gonna use this advantage. China compnies uses Nvdia chips into thier AI products, which is some of best innovation.. its a lost for all of us . USA is stemming world technological advancement....

  • @jackzhou4813

    @jackzhou4813

    Жыл бұрын

    The yield rate of Chinese 7nm chips without American technology is not good, it is immature, and the manufacturing cost is too high. There is no market competitiveness. Can only be used in the field of military weapons

  • @draker769

    @draker769

    Жыл бұрын

    @@jackzhou4813 Like you said it is immature. Therefore, China has a lot of room to grow but grow they shall. But as the chip technology is quickly approaching its physical limit. A slowdown is going to occur in innovation of chip technology until a new breakthrough.

  • @allenz4868

    @allenz4868

    Жыл бұрын

    @@jackzhou4813 Well, when you cannot buy any chips, the the cost is not a concern if you can produce them yourself however low the yield rate, isn’t it?

  • @stevenbatuma2013
    @stevenbatuma2013 Жыл бұрын

    Thx for the news,we enjoy it in Uganda.

  • @Karl-Benny
    @Karl-Benny Жыл бұрын

    Is this not the same as what the US said about Japan they can`t build cars and there went 40% of their market now China can't make micro chips

  • @sinahafezi425

    @sinahafezi425

    Жыл бұрын

    no

  • @henrikkrusty8065
    @henrikkrusty8065 Жыл бұрын

    wait... what about the idea of free market?

  • @donwoodward2615
    @donwoodward2615 Жыл бұрын

    Good to hear. USA should have done this year's ago

  • @ggc7318

    @ggc7318

    Жыл бұрын

    Thanks to Trump ! He was the one who really did it !

  • @nathanolson3135

    @nathanolson3135

    Жыл бұрын

    Agreed , USA has given China too many concessions, thanks to Wall Street who thought if they flood china with money somehow China will change it political outlook on how they run their economy. Well it seem it actually had the opposite effect, China has been stilling tech as far as I can remember.

  • @filbao8113

    @filbao8113

    Жыл бұрын

    @@nathanolson3135 Solid proof?

  • @didyoumissedmegobareatersk2204

    @didyoumissedmegobareatersk2204

    Жыл бұрын

    @@filbao8113 😂They stole tech that even usa doesn't have it but still yeah

  • @nextwillbeu
    @nextwillbeu Жыл бұрын

    Yeah its very hard to build cheap chips in USA

  • @qake2021

    @qake2021

    Жыл бұрын

    👌👌👌👏👏👏

  • @morpher44

    @morpher44

    Жыл бұрын

    cheap chips only last about 6 months to a year ... then you have to upgrade to newer chips. It's very wasteful. Perhaps the thinking will change to make hardened commercial products that can last much longer, be upgraded with new logic (FPGA), reducing the waste of energy and resources, and commodities. There are many things that can be optimized here to get quality for the consumer. Certain low-power devices and better power management will be very useful -- allowing for smaller batteries. There is also energy-harvesting chips using ambient energy.

  • @richttycoon
    @richttycoon Жыл бұрын

    If China can make its own nuclear bomb, send Taikunut to space using its own rockets and space station, China will surpass USA and Netherland, Japan, Korea in semiconductors in a relative short time. Once something exist using team efforts, it isn't that much harder to remake it.

  • @dynjarren5454
    @dynjarren5454 Жыл бұрын

    All I know is nobody better try to sell me an electric car for a while

  • @corevision8675

    @corevision8675

    Жыл бұрын

    It’s coming 😂😅and some are good

  • @corevision8675
    @corevision8675 Жыл бұрын

    If you’re good at what you do and develop your own, you don’t need companies like apple to design and develop chips and software to manufacture

  • @hitmusicworldwide

    @hitmusicworldwide

    Жыл бұрын

    or countries like China to assemble them because that is all they do.

  • @j.t.r1409

    @j.t.r1409

    Жыл бұрын

    We will soon find out if China can make advanced chips with the equipment they have or not.

  • @marczhu7473

    @marczhu7473

    Жыл бұрын

    @@j.t.r1409 they invested 2.4 trillions of yuan for the 5 next year plan in it.

  • @malekkushimuzik3580
    @malekkushimuzik3580 Жыл бұрын

    China was ahead of the US in manufacturing years ago.

  • @qjtvaddict
    @qjtvaddict Жыл бұрын

    China: Lol I will make my own then

  • @hansvanrooij4077
    @hansvanrooij4077 Жыл бұрын

    A Dutch company called ASML is the only one who can produce the machines needed to m ake the most complicated chips.Without these machines nobody cann make the newest chips.I heard nobody telling this

  • @pianocharly

    @pianocharly

    Жыл бұрын

    ASML is prohibited to export to China.... but there are....but's......Political but's

  • @mintheman7

    @mintheman7

    Жыл бұрын

    China can’t buy EUV lithography from ASML, now DUV as well.

  • @zenzone704

    @zenzone704

    Жыл бұрын

    Also Applied Materials selling machines which using nano technology to make chips. They don’t sell new models of machines to China either, I think

  • @hongshi8251
    @hongshi8251 Жыл бұрын

    This is a very good example of how a free country has to react to protect their interests.

  • @richardwilliams6920

    @richardwilliams6920

    Жыл бұрын

    between these two country's.Americans talk with forked tongue ask native indians. Also USA government spreads anti Asian propaganda and gets Asians killed by stupid, ignorant Americans. Sad but true.

  • @faharoon357

    @faharoon357

    Жыл бұрын

    You're an idiot on so many levels with this statement. What does Freedom have to do sanctioning others? YT America professes Free Markets and Free Competition. But the first hint of someone else leading in this they sanctions; and not just the competing party but EVERYONE else who might trade with them. That is the true definition of a fascism. And you think YT America is "Free"?

  • @noorulali1184
    @noorulali118410 ай бұрын

    So problematic. When China comes up with breakthroughs, this gives them reasons to not share.

  • @ReubenAStern
    @ReubenAStern Жыл бұрын

    Whoever called them semi's is making fun of you. In the industry they are called IC's or Integrated Circuits.... Semi... if you knew what that meant in England you wouldn't be saying that with a straight face.

  • @dadada486
    @dadada486 Жыл бұрын

    All this does is push China to self sufficiency. Other non-aligned countries are developing their industries and China could easily source it manufacturing from other countries. Its just a matter of time. Technology is no longer limited to superpowers.

  • @matthewmcclary7855

    @matthewmcclary7855

    Жыл бұрын

    China is 50 years away from making basic chips and semiconductors that can run basic tvs

  • @ParallelComparison

    @ParallelComparison

    Жыл бұрын

    China only managed to developed it's own ball pen tip only in 2017. This is how far behind China is in technology. China, the world's biggest manufacturer of ballpoint pens, has finally developed its own pen tips, ending a long-term reliance on imported ones - 2017

  • @ParallelComparison

    @ParallelComparison

    Жыл бұрын

    @Keyboard Emperor US is just returning the favor. Didn't China ban Facebook, KZread, Whatsapp etc..?

  • @ParallelComparison

    @ParallelComparison

    Жыл бұрын

    @Keyboard Emperor This is the results of too much copying

  • @matthewmcclary7855

    @matthewmcclary7855

    Жыл бұрын

    @Keyboard Emperor we gave planes to the world, now we have to fight other planes. We make cars, now we have to fight other military vehicles. Sometimes it's better to keep a technology for yourself than to risk your own safety.

  • @brierestjean1977
    @brierestjean1977 Жыл бұрын

    China 🇨🇳, Russia 🇷🇺, Iran 🇮🇷 should get together create their own semi conductors.

  • @bitter_truth8646

    @bitter_truth8646

    Жыл бұрын

    Nah, none can do it apart from the zionists who knows the technology

  • @-_MR666_-

    @-_MR666_-

    Жыл бұрын

    Russia? A heavy sanctioned country that has probably killed the future of it's youth population. Iran? A regime that still opresses women and kills people for not wanting to live without the rules of the regime? At least you have China that has a strong manufacturing economy yet lives from western FDI, know-how. Let's look what happens when people speak up in China! No free media, internet and even systematic assimilation of minorities. Yeah they should get together and create their own semiconductors that would definitely never reach the likes of European, American or Korean/Japanese level.

  • @shomadea

    @shomadea

    Жыл бұрын

    BRICS+ should create their own semi conductors.

  • @lojaiku5641

    @lojaiku5641

    Жыл бұрын

    Do you really think their political systems can breed creativity and innovation Come on

  • @seetsamolapo5600

    @seetsamolapo5600

    Жыл бұрын

    @@lojaiku5641 yes. Has both to do with politics but talent

  • @Beefeatingman
    @Beefeatingman Жыл бұрын

    Taiwan is the world's leader in chip manufacturing. Taiwanese are essentially Chinese.

  • @talijahtalijah1258
    @talijahtalijah1258 Жыл бұрын

    Wow! Taiwan has dominated the chips market...

  • @kwamekankam-boadu2467

    @kwamekankam-boadu2467

    Жыл бұрын

    TSMC is an American baby still tethered to the 🇺🇸. There's no challenger in the chip world and tech space.

  • @SAGAWISIW30

    @SAGAWISIW30

    Жыл бұрын

    Their engineers are chines

  • @yachikagupta3165

    @yachikagupta3165

    Жыл бұрын

    @@SAGAWISIW30 nice joke u China slave person 🤣🤣🖕🖕 Taiwan is allways independent nation and will be

  • @surojeetchatterjee

    @surojeetchatterjee

    Жыл бұрын

    @@SAGAWISIW30 But Taiwanese original Chinese wants free trade with India.

  • @assertivekarma1909

    @assertivekarma1909

    Жыл бұрын

    Part of the process, they do a bulk of the sophisticated fabrication because they have subsidized the ecosystem, but they also rely on American & European partners for other parts of the process, and the U.S. also has sophisticated fabrication capability, but on a smaller scale, which they are further correcting.

  • @GjaP_242
    @GjaP_242 Жыл бұрын

    As the US mounts efforts to intensify its crackdown on China's chip industry, China strongly fought back by filing a lawsuit with the WTO over the US' discriminatory measures, a move experts said is a smart action to solve a bilateral dispute under a multilateral mechanism and pave the way for further 9:22 counterattacks. Dec 13, 2022 Al Arabiya; Global Times

  • @Waverlyduli

    @Waverlyduli

    Жыл бұрын

    The US would do well to simply ignore the WTO rulings and who'd blame them? There're strategic fish and chips to fry.

  • @GjaP_242

    @GjaP_242

    Жыл бұрын

    10:01!

  • @JamesSmith-er2pn
    @JamesSmith-er2pn Жыл бұрын

    WTF JOE CHINA"S TRYING TO MOVE AHEAD OF US WOULD HAVE BEEN ACCURATE 20 YEARS AGO

  • @taubevictor8989
    @taubevictor8989 Жыл бұрын

    Good !!!

  • @MoonLiteNite
    @MoonLiteNite Жыл бұрын

    @2:49 india makes chips? i thought they got out of that like in the mid 90s....

  • @nalindownanout3052

    @nalindownanout3052

    Жыл бұрын

    Just like me making chips for lunch

  • @-_MR666_-

    @-_MR666_-

    Жыл бұрын

    They produce many semiconductors but not high tech. Similar to the semiconductor fabs in Malaysia, Germany, France. Produce a bigger volume of 300 - 100 nm semiconductors. Taiwan is the pinacle e.g. 7nm but Korea also produces high tech semiconductors in comparison to India.

  • @etu1nemu
    @etu1nemu Жыл бұрын

    Should have done it years ago

  • @big1dog23
    @big1dog23 Жыл бұрын

    Makes Taiwan an even more juicy target for China. Could drive up inflation even more, if that's possible.

  • @lettucesalad3560

    @lettucesalad3560

    Жыл бұрын

    Even if China invades Taiwan, it's still foreign-owned and controlled technology, so it wouldn't help China do anything.

  • @MagicMike_101

    @MagicMike_101

    Жыл бұрын

    Thr reason the technology is migrating to other places ASAP.

  • @jchanmcse

    @jchanmcse

    Жыл бұрын

    Taiwan is part of China, not any target as your little brain can understand.

  • @MagicMike_101

    @MagicMike_101

    Жыл бұрын

    @@jchanmcse Taiwan is an independent country for decades. You are been tricked by the Chinese dictatorship.

  • @bidiwazi
    @bidiwazi Жыл бұрын

    And now China? Come on Us..

  • @stanleymarucha8194
    @stanleymarucha8194 Жыл бұрын

    if they do not to play by the rules the game stops

  • @sydca5365
    @sydca5365 Жыл бұрын

    Well, to be fair to US who invented most of the chip-making technologies, it has the very right to decide who the technologies could go to. With this being said, China is also in its right to develop its own chip-making technologies by itself. By and large, competition is welcome and will boost the development of technologies.

  • @garfield2742

    @garfield2742

    Жыл бұрын

    By same manner , every countries have right to sell their resources discriminately.

  • @sydca5365

    @sydca5365

    Жыл бұрын

    @@garfield2742 very true indeed, it is hard to some, but fair to the others.

  • @mandarinandthetenrings2201

    @mandarinandthetenrings2201

    Жыл бұрын

    Sorry, Syd but 85% of world Silicon comes from one mine in North Carolina. Yes, that is America and China cannot be a micro-chip powerhouse without the express Ok of the United States. In fact, China cannot even build the equipment to make the low end micro-chips.

  • @shutup51916

    @shutup51916

    Жыл бұрын

    Then what's the point for world trade if US can discriminate who they can sell?

  • @badbadbadcat

    @badbadbadcat

    Жыл бұрын

    What happened to free market capitalism and stuff 😁😁

  • @DavidSaintloth
    @DavidSaintloth Жыл бұрын

    How rich is it that a country like China, which has explicitly kept out the vast majority of Western corporations from competition within its borders unless they violate the privacy rights of their users. On behalf of that government, How rich that it would be talking about fairness of competition? MF what?!

  • @tweedy4sg

    @tweedy4sg

    Жыл бұрын

    All developing countries which tries to develop a local industry in a particular area doe it (protect local players). That the only way to level the playing field. Didn't the US use tariffs did the same in the 1800s & early 1900s ? Where the industry is not critical to China's economic development, it is open fully to foreign players without restrictions. Walmart, Pizza Hut, Mcdonalds, KFC, Starbucks owns the largest chain in their respective market in China to the detriment of local players who complained to the gov't constantly but to no avail. But EU countries would limit the number of outlets from these US franchises in their countries. And EU countries are not even developing. So what rich or not rich ?

  • @GjaP_242
    @GjaP_242 Жыл бұрын

    Fortune Business Insights says that the global market was USD 527.88 billion in 2021.The market value is projected to reach USD 1,380.39 billion by 2029. 2:50

  • @tellspring
    @tellspring Жыл бұрын

    Microchips and semiconductor chips aren’t the same thing

  • @morpher44

    @morpher44

    Жыл бұрын

    microprocessors were new in the late 70s, early 80s. They were made using semiconductors. microchips are system-on-a-chip with microprocessors, memories, I/O, etc. on a single chip. Now there are multiple processors on a single chip and there can be neural networks on the chip or digital signal processing or other more exotic circuitry on the semiconductor chip. There are also FPGA devices with logic that can be downloaded (slower but good for prototyping). There are many memory types. There are new kinds of stacked ASIC devices. The high-end chips are very exotic. The I/O collection is rich and complicated. The gamer machines have pushed the envelope for consumer computing.

  • @rotrohan
    @rotrohan Жыл бұрын

    Totally valid. Don’t give your secrets out.

  • @agberodongetinternet8651

    @agberodongetinternet8651

    Жыл бұрын

    only it's not theirs. the us continues to make enemies of everyone, just a matter of time before that's going to explode

  • @Hahaha41241

    @Hahaha41241

    Жыл бұрын

    Lot of Chinese in America are behind those secrets buddy

  • @jonhone1

    @jonhone1

    Жыл бұрын

    If it’s a secret, the US would sell it in the first place. It’s been selling to China for so long already.

  • @levelazn

    @levelazn

    Жыл бұрын

    its not your secrets. Chinese people in taiwan makes those chips

  • @arthurseery
    @arthurseery Жыл бұрын

    Y'all do realize that China can just buy stuff from Best Buy, and reverse engineer it, right?

  • @MarkM001

    @MarkM001

    Жыл бұрын

    Reverse engineering is not as easy as you may think.

  • @charlesscott4722

    @charlesscott4722

    Жыл бұрын

    Reverse engineering doesn't work on everything. Semiconductors and jet engines are some of those things

  • @MarkM001

    @MarkM001

    Жыл бұрын

    @@charlesscott4722 Yep, anything where the key to making that thing is in the manufacturing process. This shows up big time when manufacturing at high production rates in chips. For example, IBM can make 7nm chips, heck; recently IBM made some 2nm chips but even though such companies have made chips every bit as advanced as TSMC they can not come anywhere close to the production rates TSMC is capable of. Good point on the jets by the way.

  • @jbbeiser983

    @jbbeiser983

    Жыл бұрын

    I would like to add that chips are actually recycled in increasing quantities so for example all those millions of advanced cellphones contain chips that are so sought after, no ?

  • @mintheman7

    @mintheman7

    Жыл бұрын

    That’s like saying you can just buy some steel and reverse engineer the smelting process. You may want to look into how chips are made.

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