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

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

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

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

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

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

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

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

The reporter of these pieces did an incredibly good job.

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

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

this is incredible documentary , well done CNBC

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

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

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

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

Blessed with a 50 minute doc

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

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

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

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

Insanely detailed, kudos to the everyone work on this video

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

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

Fritolay is dominating the chip market!

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

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

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

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

謝謝李老師深入淺出的講解!

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

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

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

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

This is not just a chip printer this is a masterpiece

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

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

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

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

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

Fantastically informative, thankyou.

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

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

Taiwan 🇹🇼 is an amazing country!

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

Detailed and understandable, thank you so much.

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

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

Very well researched and executed documentary, good job

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

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

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

@CNBC; 9:59 "PSI" 29:23 "cubic yards, gallons" 36:05 "acre" please include metric unit measurements in your video.

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

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

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

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

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

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

This report is so thorough!

This si the Journalism thats needed!! Thank you!

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

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

So well done!

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

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

This is actually insane. Outstanding

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

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

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

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

Great informative video. Thank you for this awesome info !

Chipping in when the chips are down.

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

Amazing production!!

Amazing story, hats off to consolidate all this

Excellent reporting! Very informative. ❤❤❤

Building fab in Arizona is problematic... They require a lot of water... The lawlessness in Arizona regarding water rights is going to dry up the ground water very soon

Wonderful compilation.

this is a great piece, thank you for the insight

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

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

Thanks you to the inventor.

Proper Dutch CEO 😃😃 nice guy

If I learned anything it’s that I need to invest in AMSL stock. How come I didn’t hear about them 20 years ago. I suppose they still have another decade if not more as leader. Not sure who is making lithography machines. Seems they will be the leader for quite some time.

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

13:50 I would be interested to see if Intel's new RibbonFET node will actually succeed in improving cost and thermal efficiency.

Thank you CNBC, super informative :)

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

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

Great story. Thank you for your work.

So do they vacuum deposit on the wafer ans then uv etch the layers.

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

The human intelligence is mind blowing awesome documentary.

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

Thanks for this informative vedio👍🏻

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

Just curious to know, are these chips also known as semiconductors?

I want to work at asml!! I have always wanted to work for them!! Since i heard about them 15yrs ago!!