The Plan to Secure Taiwan’s AI Chips Amid Fears of a Chinese Invasion | WSJ

  Переглядів 417,287

The Wall Street Journal

The Wall Street Journal

День тому

Nvidia’s H100 chips are crucial to technology, from their use in smartphones to training complex AI chatbots. But Nvidia outsources their production to one company in Taiwan: the Taiwan Semiconductor Manufacturing Company, or TSMC. With China threatening to use force to take Taiwan if necessary, the U.S. is worried about a devastating impact on TSMC, which is at the heart of the AI revolution.
WSJ looks at what the U.S. is doing to secure the semiconductor chips supply chain before it’s too late.
Chapters:
0:00 The U.S.’s chip situation
1:15 TSMC’s power
1:51 The “Silicon Shield”
3:00 U.S. national security concerns
4:38 U.S. de-risking chips supply chain
5:40 Takeaways
Why are some experts saying that quantum computing will revolutionize business? WSJ visited IBM’s quantum computing research lab to learn more: on.wsj.com/44hN9iA
News Explainers
Some days the high-speed news cycle can bring more questions than answers. WSJ’s news explainers break down the day's biggest stories into bite-size pieces to help you make sense of the news.
#Taiwan #AI #WSJ

КОМЕНТАРІ: 963
@wsj
@wsj 20 днів тому
Some experts say that quantum computing will revolutionize business. WSJ visited IBM’s quantum computing research lab to learn more: on.wsj.com/447Jnbn
@darthvadeth6290
@darthvadeth6290 20 днів тому
Can you guys do a documentary on the good old "Divide and Conquer" strategy that Western imperialists have been playing all over the world for centuries now? 😊 Create conflict in other people's regions, so you can reap the benefits. In this case, transfer TSMC's advanced chip making technology into the US. What a shamelessly evil culture, the West is 😅
@walkersky6784
@walkersky6784 20 днів тому
Actually the solution is quite easy, secure tw self defence capabilities and it’s democratic system
@dananshen2423
@dananshen2423 20 днів тому
WSJ please change this voice. It is annoying for international viewers from Europe. Have another speaker or voice please.
@okfun5276
@okfun5276 20 днів тому
Quantum technology is also China's strength.
@goutvols103
@goutvols103 20 днів тому
Unions are evil and similar communists.
@regolith1350
@regolith1350 20 днів тому
5:32 “TSMC is trying to get US visas for hundreds of skilled Taiwanese workers but American unions say this is an excuse to hire CHEAP FOREIGN LABOR.” Is this a joke? Semiconductor workers are some of the most highly skilled, extremely specialized technical professionals in the world, and they are in desperately short supply. They are not migrant farm workers picking tomatoes or sweatshop workers making cheap sneakers. Unions complaining about “cheap foreign labor” completely and hilariously misses the mark. It’s like being in Pompeii and complaining about air pollution as the volcano is erupting and lava is flowing down the street. Semiconductors are Priority #1 because they are National Security Vulnerability #1. We’re talking geopolitical meltdown, World War 3 level stakes, and with the pressure of an invasion countdown clock to boot, not to mention the specter of Artificial Super-Intelligence staring us down.
@goldbullet50
@goldbullet50 20 днів тому
Imagine making chips in your country without anyone from your own country actually learning how the process works lol. How unreasonable to expect that businesses operating locally should employ the locals?
@gutluckbro9802
@gutluckbro9802 20 днів тому
well said
@SpyFromMarsZeus
@SpyFromMarsZeus 20 днів тому
Not exactly, a newly graduate with several weeks of training can do it.
@allo-other
@allo-other 20 днів тому
Since when have collective-blackmail unions been about rationality or quality assurance?
@Handsomeboy13333
@Handsomeboy13333 20 днів тому
Its dirty trick where the USA trying to steal the Intellectual Property.
@Kevinjimtheone
@Kevinjimtheone 19 днів тому
It’s never going to happen. TSMC is partially government owned. They will never, ever, let their cutting edge lines be moved abroad. They will let their older and current lines be moved, but never the cutting edge because 1. security and self-preservation, and 2. Cost.
@AlmightyDude420
@AlmightyDude420 15 днів тому
Because of what again? Could you repeat that part again? You said SECURITY? And what was that other word- SELF-PRESERVATION? China will gobble up Taiwan in an instant without US support. I happen to think that Taiwan's government's main security interest is to NOT get conquered by the enemy. They will send their absolute #1 best and most cutting edge chips over here, or their new boss will be Winnie the Pooh.
@EhCloserLook
@EhCloserLook 15 днів тому
What are you talking about? Isn’t it already happening???
@Kevinjimtheone
@Kevinjimtheone 15 днів тому
@@EhCloserLook no… I know this industry extremely well. TSMC will always have the bleeding edge in Taiwan. Everything outside will be a generation or two behind, which will still be top-notch. But Apple, Nvidia, Alphabet, Meta, etc. do not really care about anything but the bleeding edge. Especially Apple and Nvidia.
@ussj-mb7dr
@ussj-mb7dr 14 днів тому
So far, arguably what you said is right. but what if Samsung gains ground on TSMC and risks from China grow more in the future? Most of developed countries like US, Europe, Japan would not want to take some potential risks that China can make. Still, TSMC is beating the pants off Samsung overwhelmingly, but when they are caught up and have to compete equally with Samsung which is located in safe place compared to Taiwan, they will have no choice but to move their factories to other safe countries even the top-notch. It can be far future or there would be no possibility for Samsung to catch up, but as we know, there has been no company that always could hold the top position especially in Tech sector.
@Kevinjimtheone
@Kevinjimtheone 14 днів тому
@@ussj-mb7dr it will take so, so much to even much TSMC at this point. For at least the next 15 years, they are virtually a monopoly on bleeding edge semiconductors. The reason for that is that these factories as basically living, breathing organisms. And so much of it is the know how of building them like that, which only Taiwan has, and the people, skill set, tribal knowledge, patents, you name it. Just to build a factory like that will take half a decade at best. Nailing it on first try, would be next to impossible. So, considering it will take a few tries to get there, it is still a long, long way off.
@rebelalliance3559
@rebelalliance3559 20 днів тому
Many Americans overlook why TSMC thrives in Taiwan. It's not solely about low labor costs-China's costs are even lower. Rather, it's the supportive ecosystem. Can you earn an EE master's, respond to 2 am calls, arrive in 2 hours, and locate all equipment/materials within a few hours to prevent millions in production losses?
@YSKWatch
@YSKWatch 19 днів тому
labour union will prevent that.
@visionaryal7877
@visionaryal7877 18 днів тому
we actually do here in the US as well lol.
@Maxpasadena
@Maxpasadena 18 днів тому
And we have had for decades the same ecosystem here in the United States where most of the backbone of the semiconductor industry is based (KLA, Applied Materials, Cadence, Synopsis) and more than 90% of the chip designs (Apple, IBM, Intel, AMD, Qualcomm).
@Maxpasadena
@Maxpasadena 18 днів тому
Labor is not a factor anymore -- look at the video of most Fabs -- very automated. The reason that Arizona is attractive to so many semiconductor companies is because 1) Cheap power - and the 2nd most stable grid in the USA, 2) Cheap land, 3) No natural disasters, 4) Cheap water (remember, 1/2 of Arizona looks like Colorado with 100's of lakes and underground aquifers), 5) A university (ASU) that graduates 7,000 engineers a year, 5) A semiconductor ecosystem that started in 1970s with Motorola and Intel that now spans 1000's of companies like ASM, ASML, Applied Materials, Tokyo Electron, Intel, Microchip, Amkor, EMD Electronics, Onsemi, Benchmark and many more.
@Amidat
@Amidat 18 днів тому
Also what Americans overlook is that it was the One China policy that allowed for Taiwan to thrive with a stoppage of violence in the civil war. Now some geniuses have decided the One China policy is not convenient anymore. Hence the real reason TSMC has to build overseas.
@samanthajones4877
@samanthajones4877 20 днів тому
Here is the irony, the US considers high tech chip manufacturing as a US technology and yet the US is unable to manufacture them without a foreign country.
@user-xq1wz3tp5z
@user-xq1wz3tp5z 20 днів тому
Sematech again...
@Kdgatto
@Kdgatto 20 днів тому
Intel, Texas Instruments, Microchip, Micron.... etc.
@s0kulite
@s0kulite 20 днів тому
@@Kdgattowhere do do you think intel fabs their high end chips?
@DubHzz
@DubHzz 20 днів тому
The design of the chips & machines used in chip fabrication are (in most part if not all) using US patents by US scientists/ organizations (aka US $$$). Yes, even the EUV or Ultra-EUV machines made by ASML (Dutch company) uses US patents in their design... The chip fabrication outsourcing to TSMC and therefore not incurring with the total cost of developing the manufacturing process from the ground up was one of the reasons why AMD was able to catch-up and even surpass (in some applications) Intel, which up until around 2020 had a "traditional" approach where they had to do R&D for the Chip design AND chip manufacturing (having difficulty in implementing/ using EUV machines) which effectively almost DOUBLED the cost of R&D as a whole for a new lithography process. Same thing that allowed Apple to design its own chip and have TSMC fabricate it for them, it would NOT have happened if they had to also invest in R&D on how to fabricate the chips because they would never make a profit (take the Apple Car project which was abandoned and had a much lower difficulty barrier). TSMC obviously has its own proprietary techniques and extremely competent employees and undoubtably (together with Taiwan) became a node of extremely talented engineers & specialists in chip manufacturing, they haven't become the "beast" they are by luck. Nonetheless there was A LOT of western investment in making it what it is today. The threat of hindering the chip supply chain so that the US "pew-pew" industry falls short is a matter of national security. Security of interests & security of investments, so you wouldn't really want to facilitate technology transfer in anyway which could expedite a challenging country to "skip steps" you had to go through without incurring the cost and time to do so. Take Chinese "stealth fighters", capable copies of US & Russian aircraft which are now used to threaten... take a guess.... Taiwan! yay! Hence why they are correctly bringing back fabs in the US as well as other strategic locations in the world with potentially lower geopolitical risk. So the only ironic part of any of this is that you tried to make a snazzy comment, just to be schooled.
@luke9569
@luke9569 20 днів тому
Grrr but me hate America so you’re wrong.
@miltonchu2368
@miltonchu2368 20 днів тому
The key to Taiwan's success in high-end chip production is its engineering, researching, and production staff. Witout these talents, there is no chance of success making cutting edge chips in the US.
@napobg6842
@napobg6842 20 днів тому
Good thing that the US is a huge country with many allies and open to migration. Plus they have deep traditions in chip manufaacturing.
@Warrior-lt1kc
@Warrior-lt1kc 20 днів тому
Those talents travel, not to mention poll of people in US is a lot bigger than those of Taiwan-same goes for China
@happymelon7129
@happymelon7129 20 днів тому
The main reason U$A will never able to compete in Chip manufacturing. All the country that do well in chip manufacturing , has Confucianism culture. For chip manufacturing, a high level of discipline is the key, and most Americans today don't possess it. They call it “forced labour" Taiwanese media reported on August 2 that TSMC claimed the production holdup at its Arizona facility was caused by a shortage of trained American labour and that they had sent staff from Taiwan to assist with the factory's development. Labour union officials in Arizona, on the other hand, criticised TSMC for exploiting this as a justification to bring in "low-wage foreign labour."
@Daylight89689
@Daylight89689 20 днів тому
Samsung can make those AI chip and other chips as well but at lower yield rate, so Taiwan’s TSMC is just cheaper to make those, that is all. Also now TSMC is opening factories in US, Japan & Germany. I am not sure why everyone is making big fuss about it. So what if we are now using 3nm, 2nm or 1nm, as time goes by, it will be smaller by TSMC or Samsung. It is just TSMC is 1 year ahead of Samsung, that is all. future AI chips will be faster just like all other chips in history of time.
@Booz2020
@Booz2020 20 днів тому
Slava TSMC 🇹🇼
@FairyTPE0707
@FairyTPE0707 19 днів тому
Fun fact: The CEO of Nvidia and AMD are both Taiwanese,I would say Taiwanese has been dominant the entire artificial intelligence and semiconductor field.
@kv4648
@kv4648 18 днів тому
They're also related
@thatvexiol
@thatvexiol 18 днів тому
They are related
@yaya5tim
@yaya5tim 18 днів тому
They're blood related family
@Amidat
@Amidat 18 днів тому
Fun fact - the founder of TSMC was born on Mainland China. Taiwanese are Han Chinese people
@Maxpasadena
@Maxpasadena 18 днів тому
Fun fact. The microprocessor was invented in the United States - ever hear of Moores law? And given that all the industry titans from Intel to NVIDIA, AMD, Microchip, Onsemi, Wolfspeed, Skyworks, KLA, AMAT, Synopsys, and 1000s more are USA based companies I would say the United States is clearly the world leader in all things semiconductor. Just because the Chinese can copy and steal technology doesn't mean a thing.
@fahadshuja1751
@fahadshuja1751 20 днів тому
"US is committed to bombing the chip factory. This shows our commitment to Taiwan's independence" the irony in that sentence...
@VVayVVard
@VVayVVard 19 днів тому
It does, logically. Without this type of commitment, the other side could expect to gain much more from a unilateral change in the status quo. With the commitment, the value they can expect to derive from doing so diminishes. Thereby making the continuation of Taiwanese independence more likely.
@growtocycle6992
@growtocycle6992 19 днів тому
I thought exactly this.. The irony!...
@YummYakitori
@YummYakitori 2 дні тому
LOL
@Patrick123152
@Patrick123152 20 днів тому
From a Taiwanese perspective, TSMC will success is actually based on exploiting the highly-skilled worker with salaries and resting hour that lower than the developed western countries, imagine you have to work over 10 hours per day and basically have to be prepared to be called back to the Fab if there is anything goes wrong, even you're on a vacation, and they pay you for about 100,000 every year. A LOT OF Taiwanese can accept such working environment and salary, while the Americans, I have to doubt that. Thus, the productivity of the Fabs in AZ may not be able to maintain the same as the Fabs in Taiwan.
@jennychuang808
@jennychuang808 19 днів тому
Dear Patrick I guess you forgot to mention the share options they get each year If you work for tsmc for 10 years, basically you don’t need to worry about money for rest of your life
@jaybestemployee
@jaybestemployee 18 днів тому
Dear Jenny, I guess you forgot to factor in the liver damage done due to the pressure and work hours. If you have enough liver damage, you don't have to worry about money for rest of your life. You have the life itself to worry about. Also, building fabs in expensive countries eats into the share values coz who makes the promise the foreign fabs are going to be as successful (or even profitable) without the conditions which makes Taiwan fabs successful in the first place.
@pr0newbie
@pr0newbie 18 днів тому
@@jaybestemployee Agreed. Health > Wealth
@jennychuang808
@jennychuang808 18 днів тому
@@jaybestemployee Dear Jay, I guess you forgot about other industries also have your so called liver pressure! If you work in Wall Street, would you also have liver pressure? If you are a miner , you would not only have liver pressure but also lungs pressure A lot of the teachers in the western countries, they say they have heart pressure Haha
@jaybestemployee
@jaybestemployee 18 днів тому
@@jennychuang808 Dear Jenny, for one I heard bankers like to quit their job to open coffee shops like a lifestyle choice so the pressure is there, not sure to which organ. As adults, pressure is unavoidable. Point is what you are trading that for. They have a big number of printed (or digital) money for you to die for but you only have few organs which are also expensive if possible to replace. so make your choice and may god bless your liver. haha
@user-rl5mz5cg3w
@user-rl5mz5cg3w 20 днів тому
The fab in Japan will be mass-producing chips by the end of 2024. Not operational anytime soon is an incorrect comment.
@jctai100
@jctai100 20 днів тому
Won't be the best chips likely
@MarkWTK
@MarkWTK 20 днів тому
I read that it's 6-7nm chips, not the coveted 3nm
@VVayVVard
@VVayVVard 19 днів тому
@@jctai100 None of the factories outside Taiwan will produce the highest-end chips, since TSMC is already slated to start building 2 nm and even 1 nm chips in the next few years.
@momomomo6527
@momomomo6527 19 днів тому
@@MarkWTK It's actually 20nm & 28nm (Fab 1) for producing camera and automobile chips. Fab 2 Japan with 6nm to 12nm will come 3 years later. 😉
@AJ-jx5gm
@AJ-jx5gm 19 днів тому
I believe only TSMC and Samsung are producing the best 3 nanometer chips. Intel is doing 5 nanometer while the best chip producer in China can only do 7 nanometer right now. The rest are are even more behind.
@kuohouchih2177
@kuohouchih2177 19 днів тому
buffet sold his TSMC shares low, lost billions as a result of his wrong prediction making about TSMC and Taiwan's security.
@TexasRiverRat31254
@TexasRiverRat31254 20 днів тому
US companies sent the fabrication to lower labor cost areas many decades ago but kept R&D here. Now we have to pay them to bring it back and they still don't want to pay for the highly skilled labor it takes to do the final construction of the fabs. I used to be part of that workforce, but I'm happily retired now.
@s0kulite
@s0kulite 20 днів тому
Free market capitalism created TSMC.
@Booz2020
@Booz2020 20 днів тому
Slava 🇹🇼 Heroyam TSMC 🦾
@peterg0
@peterg0 19 днів тому
@@s0kulite No hard work & $$$ can't make a company becoming the strongest on this planet..many companies failed the competition!
@_ata_3
@_ata_3 20 днів тому
Taiwanese chip engineers "cheap labor" 😂
@peterk371
@peterk371 20 днів тому
Compared to hiring similar engineers in the US or Europe, absolutely. Taiwanese engineers are known for working hours unimaginable for western engineers
@jennychuang808
@jennychuang808 19 днів тому
Indeed, we are hard working people Those you so called “cheap labor “ get share options from TSMC each year and I can tell you they are not cheap at all
@itzdaman
@itzdaman 19 днів тому
@@peterk371 They work for a reason, not childless hr women who call you xir xor they thom
@binjinhwang
@binjinhwang 20 днів тому
Taiwan not only dominate chip making, but the entire chain of electric manufacturing. For example, who makes AI servers with AI chips? Still Taiwanese companies such as Foxconn
@Booz2020
@Booz2020 20 днів тому
Slava 🇹🇼 Heroyam TAIWANese 🦾
@tedstewart114
@tedstewart114 19 днів тому
China has now got their hands on these chips, guess what happens next.
@FairyTPE0707
@FairyTPE0707 19 днів тому
NVIDIA and AMD CEO are also Taiwanese
@NirajKumar-wb5hg
@NirajKumar-wb5hg 18 днів тому
​@@tedstewart114boom 💥
@user-gm4in8zw6z
@user-gm4in8zw6z 16 днів тому
@@tedstewart114 Impossible...
@mikeltronski2540
@mikeltronski2540 20 днів тому
Wouldn't transferring fabs to the outside Taiwan endanger Taiwan by removing their silicon shield?
@rchen1494
@rchen1494 20 днів тому
You are thinking it like opening a bank branch abroad. The fabs are part of the local ecosystem, there is a steady supply of top engineering graduates in Taiwan who don't mind manufacturing work, which often not found in other countries. Its success also has a lot to do with Taiwan style management which would be rejected by employees in another country.
@s0kulite
@s0kulite 20 днів тому
The cutting edge tech remains inside Taiwan, fabs outside Taiwan isn’t as advanced as it is inside.
@peterg0
@peterg0 19 днів тому
Who cares?American Boss 🤔
@YSKWatch
@YSKWatch 19 днів тому
tw is just playing card, u.s don't care anything but their own interests.
@anordinaryguy3952
@anordinaryguy3952 18 днів тому
Taiwan is in danger either way as China has been pushing to make their own chips.
@DJDinnerPlaTe
@DJDinnerPlaTe 19 днів тому
Chris Miller’s book Chip Wars is a good read.
@winter1957
@winter1957 20 днів тому
Real life Dune, semiconductors are the spice melange of our world 🤣
@mikaelmadsen9278
@mikaelmadsen9278 20 днів тому
Yes yes it is
@aldrinspeck2724
@aldrinspeck2724 14 днів тому
The Silicon must flow.....
@dannylo5875
@dannylo5875 11 днів тому
😂😆 the sugar mounds must flow...lol
@ProjectILT
@ProjectILT 19 днів тому
He who controls the spice, controls the universe.
@AndreaDoesYoga
@AndreaDoesYoga 19 днів тому
Very informative! 🌐 The geopolitical aspect of AI is eye-opening.
@betaprotocol
@betaprotocol 19 днів тому
Did you forget to color correct the interview footage? Looks like log
@Sam-bt4gm
@Sam-bt4gm 20 днів тому
The latest information is that BH200 is NVIDIA's latest product. Please update your information.
@moizahmed8987
@moizahmed8987 20 днів тому
Fabs use an incredible amount of water, how does it make sense to build one in the deserts of Arizona
@SpaghetteMan
@SpaghetteMan 20 днів тому
this is what happens when politics overtake practicality and good-business sense. It's doomed to fail.
@blackdubz
@blackdubz 20 днів тому
Colorado river supplies Arizona with most of its water. Yes levels of water in lake mead have gone down but I wouldn't say we are in danger or at a point that would cause us to impose restrictions on users.
@2encephalon
@2encephalon 20 днів тому
Artificial water systems. efforts of reusing & recycling water is wiser for long term sustainability against short term logistical advantage of placing the fab factories near a body of water.
@solotrue45
@solotrue45 20 днів тому
pork
@tonysu8860
@tonysu8860 20 днів тому
I understand a good amount of water as pure and clean as possible is needed during startup but afterwards can be mostly but not completely self sustaining as water is recycled
@rubylaser8601
@rubylaser8601 13 днів тому
Microchips are not the most critical things to worry about. The really important one is geopolitical implication. If China takes Taiwan, then Chinaese Navy breaks out of the 1st island chain. PLA nuclear submarines launched from the east cost of Taiwan can easily slip into the depth of the Pacific Ocean without being detected. When they emerge again, they can be near the coastal of Los Angeles or any point of the continental west coast. This is more critical than the chips.
@Alberto_Cavalcante
@Alberto_Cavalcante 16 днів тому
This is great. Thanks!
@homewall744
@homewall744 20 днів тому
How is $6.6 billion enough for a US factory when you said it costs $20 billion to build one?
@elmagnificoroca
@elmagnificoroca 20 днів тому
6.6 billion funding by the US government. The rest of the cost is paid by TSMC itself. TSMC has $161 billion USD in assets and $94.5 billion in equity so it should have more than enough to fund the rest of the plant.
@happymelon7129
@happymelon7129 20 днів тому
@@elmagnificoroca But after many years TSMC still did not receive any $ 😅
@tedstewart114
@tedstewart114 19 днів тому
Critical to US security yet they're sending Billions more to Ukraine, is that not a contradiction in terms "
@AJ-jx5gm
@AJ-jx5gm 19 днів тому
I dont think TSMC plans to build the best chips in the US. Maybe the second best chips but not the best. Taiwan's dominance in chip manufacturing is part of its defense strategy for decades.
@Maxpasadena
@Maxpasadena 17 днів тому
​@@AJ-jx5gm AMD, NVIDIA, Apple and Qualcomm have told TSMC their chips MUST BE MADE IN THE USA. Which means the 2 and 1 nm will be built in TSMC Arizona.
@mon699
@mon699 20 днів тому
This channel is quickly becoming one of my favs
@rahulav4009
@rahulav4009 20 днів тому
Nice video
@cosmicpsyops4529
@cosmicpsyops4529 9 днів тому
This is important. Conflict is ahead.
@RichReportcom
@RichReportcom 20 днів тому
Google is close to spending nearly $40 billion on a dumb CRM (hubspot) They should build a US version of TSMC instead
@thehulk8539
@thehulk8539 20 днів тому
Thats called intel....theyll beat tsmc.
@user-ei3fp8yj5i
@user-ei3fp8yj5i 18 днів тому
​​​​​​​​​​​@@thehulk8539 I was in the system decades ago. no one can beat Taiwan's TSMC because you're not competing Intel such like company, you're competing the culture, the supplier chain, human resource that no company in any country has, can't copy, nor compete, even TSMC itself in other country.
@jamescole3152
@jamescole3152 18 днів тому
@@user-ei3fp8yj5i I am sure it has nothing to do with chip making machines from ASML.
@meteorknight999
@meteorknight999 18 днів тому
Its because of ecosystem taiwan has with china. They and Taiwan make up the talent pool together supporting eachother like ying yang(lol). You need their culture
@100c0c
@100c0c 17 днів тому
Why would Google do that when dedicated US chip companies exist already and get subsidies? Think.
@colekarrh9114
@colekarrh9114 20 днів тому
Love the dumb dragon on the thumbnail
@bernob9770
@bernob9770 17 днів тому
WOW! They are huge.
@peilongchu9189
@peilongchu9189 15 днів тому
You can produce many semiconductor wafers, but please consider the cost, the source of raw materials, and ultimately where the largest sales are.
@AC-he8ln
@AC-he8ln 20 днів тому
Taiwan is mostly important because it's in the First Chain of Islands. If it ever becomes part of China, it will be China's navy military base for the Pacific, and the USA will eventually have to leave the area. But I guess the microchips argument is easier to understand and digest.
@timogul
@timogul 20 днів тому
The microchips are what is important to anyone who isn't China.
@catonpillow
@catonpillow 20 днів тому
Correct. The U$ considers the island of Taiwan as their *unsinkable aircraft carrier* off the Chinese coast. So we can only hope that they won't be able to use it against Сhina the same way they have used Ukr against Rus.
@dunnowy123
@dunnowy123 20 днів тому
At least you aren't pretending that it's about Taiwanese democracy. That Taiwan happens to be a functioning, vibrant democracy is an added rhetorical bonus lol
@steve.k4735
@steve.k4735 20 днів тому
Who ever controls AI WILL control the world, its the technology of technologies, so the microchips argument is not `easy to understand` its the truth. Every single thing we have from ships to planes to tanks to cars every single one needs `intelligence` to build INTELLIGENCE its the most valuable thing in the world now and has been for centuries.
@mjhou4123
@mjhou4123 20 днів тому
@@dunnowy123Imaging Chinese submarines operating out of east coast of Taiwan. US would lose their track in the deep water as soon as they left the bases. Right now, all Chinese submarines can be easily tracked in the shallow water of continental shelf around their current bases.
@ryanevans4533
@ryanevans4533 19 днів тому
I know this won’t happen, and there would be consequences, but the Taiwanese government should leverage its capabilities to ensure more solid guarantees of support in the case of an event with China. Right now, the U.S. won’t commit to anything, which provides very little confidence to the Taiwan government. It’s a guessing game what the U.S. would do if China did something. The U.S. government is doing what’s best for the U.S., not Taiwan.
@jonnovember2136
@jonnovember2136 17 днів тому
TSMC🤔 should move some of these facilities to #Canada🇨🇦 and Mexico;😌 which would make it cheaper for USA🇺🇸 and the world economy😌... 🌎💘💰
@JamesD837c
@JamesD837c 19 днів тому
Is this a union jobs program or a national security program?
@saminathanr1462
@saminathanr1462 20 днів тому
Even yesterday taiwan was hit by multiple earthquakes with upto 6.3 magnitude...very sad...all eggs in one basket does not bode well for the world..chip manufacturing should be spread evenly to asia , europe or north america as well so that the world economy can source supply from other countries...and US must protect taiwan by directly interfering to protect them not like Ukraine aid and weapons alone when china invades them!!!
@TomNook.
@TomNook. 20 днів тому
The irony is that the founder of TMSC used to work for Texas Instruments. Why did he leave to setup his own company? He was constantly looked over for promotion because of his race. The US did it to themselves.
@emperortheconqueror4161
@emperortheconqueror4161 19 днів тому
Liar. He rose thru the ranks at Texas Instruments until he became group vice president. That's not something a racist company allows. He left cuz d company changed biz direction. Find another blame.
@swimmerboy172
@swimmerboy172 19 днів тому
Taiwan recalled nationals back and the TSMC founder answered that call. He also foresaw the tech boom to be Asian focused in the 80s and made a move back. Can’t fault him for that. He spent his childhood over there.
@Amidat
@Amidat 18 днів тому
@@swimmerboy172 He was born in Mainland China.
@Amidat
@Amidat 18 днів тому
Ultimate irony is TSMC founder wasn't born on Taiwan nor in the US. The biggest irony is where he was born. Check it out.
@Maxpasadena
@Maxpasadena 17 днів тому
What exactly did the United States do to itself? Taiwan has TSMC and a couple of other companies. The United States is home to all of the companies that matter - Intel, AMD, NVIDIA, Qualcomm, Synopsis, Cadence, Texas Instruments, Applied Materials, Amkor, Super Micro, and the list goes on.
@franciscolima278
@franciscolima278 14 днів тому
“Chip War” is a fantastic book btw
@ericanderson3534
@ericanderson3534 18 днів тому
Thats a nice Island ya got there. Id hate for anything bad happen to it.
@reelenz
@reelenz 20 днів тому
“Managing the type of workers”. It because the CHIPS act makes them hire on DEI idiocy and not just qualified workers. They have pushed back their fabs multiple times because of this in Arizona.
@andrewday3206
@andrewday3206 18 днів тому
What is DEI
@reelenz
@reelenz 18 днів тому
@@andrewday3206 Diversity Equity and Inclusion. It’s a movement you see the left try to push into everything. It’s nothing but a bunch of post modern racism.
@meteorknight999
@meteorknight999 18 днів тому
​@@andrewday3206diversity something
@aps125
@aps125 20 днів тому
US lacks chip making ecosystem. The silicon wafers made at Arizona fab had to be shipped back to Asia for packaging. What good is that for 😂. Japan on the other hand will more likely to be successful at regaining semi manufacturing prowess.
@censoredyoutube4902
@censoredyoutube4902 19 днів тому
This is also what I heard from the industry insiders.
@Maxpasadena
@Maxpasadena 17 днів тому
There is a robust ecosystem of over 1000 semiconductor companies in Arizona and Amkor is spending $2B on a plant down the road from TSMC to package the chips. 100% American made
@censoredyoutube4902
@censoredyoutube4902 15 днів тому
@@Maxpasadena Critical tech is still kept in Taiwan.
@Maxpasadena
@Maxpasadena 14 днів тому
@@censoredyoutube4902 As in WHAT? I don't think you know what you are talking about. The chips will be made in America for American companies. Nothing will be shipped back to Taiwan - which would defeat the purpose of building the fabs here in the first place.
@censoredyoutube4902
@censoredyoutube4902 9 днів тому
@@Maxpasadena You obviously lack basic knowledge about supply chains of semiconductor. I've been a long term investor of US semiconductor sector and TSMC as well for decades. Taiwan still holds the critical and most advanced tech to process chips, always in 1 - 2 generations ahead of the American plants. One semiconductor company CEO in Taiwan once said that the packaging of chips made in TSMC AZ branch still need to be done in Taiwan.
@passby8070
@passby8070 16 днів тому
True fact, western media often omitting the use of Taiwan's offical name(Republic of China) as a convenience. It is still its official name, just as America is known as United States of America.
@samvan7787
@samvan7787 20 днів тому
How much of the US so called grants actually awarded to TSMC after it signed the agreement to build the factory?
@crimsonpython24
@crimsonpython24 19 днів тому
As a Taiwanese international student in the U.S. (computer science at a T20), I must criticize the Taiwanese government's dumb decisions. Long had the politicians complained that young engineers, especially those with dual citizenships, are leaving Taiwan -- yet they raised the military service from four months to a year. I only escaped this mandatory service because I am epileptic (tonic-clonic seizure). Meanwhile, I have friends doing computer/electrical engineering in top universities like UCLA, UCB, and UW-Seattle, but many of them are giving up their Taiwanese citizenship or are planning to immigrate due to the military service that will waste their early 20s, the prime period for an engineer to advance academically and professionally. In the professional field (especially Hsinchu's Science Park, which headquarters TSMC and Quanta Computer), labor regulations are especially ineffective. Legal issues like overworking, late payment, low or withheld wages, and a lack of paid leaves were never addressed, and companies consistently get away with exploiting tech workers. Bad corporational cultures overall, such as incomers needing to lick their bosses' boots and negative competition among coworkers, only serve to drive more talent overseas. Hate me for this, but as a Taiwanese, I will much rather see the top semiconductor technologies stay in Taiwan rather than being moved overseas. Of course we are under the risk of being attacked, but I see no reason giving up corporational secrets in exchange for foreign countries' promises that may not be fulfilled. Still, Taiwan's government is making the decision to remain in Taiwan especially hard for this generation of students.
@pr0newbie
@pr0newbie 18 днів тому
mei guo baba. Your gov has been bought up by special interests and most have houses in the US when bad stuff happens.
@user_thelongwayaround
@user_thelongwayaround 6 днів тому
Factoring in you having the ability to study in the states, you are in the elite league thanks to your family. I think you will be fine either way, no need to keep the anxiety. While I served my four months, my salary was 6000 ntd per month, subtracting fees for buses, food and sanitary equipments I couldn’t save a penny. I guarantee you people have had to spend their own money to serve their mandatory military service for years. Though it may be frustrating to extend the service time, the raised salary is a good news. I believe we can urge the ministry of defense to better train the conscripts together so they don’t feel a waste of time in there. I want to first gather info to make a to improve list for lawmakers to improve the mod.
@applec.397
@applec.397 20 днів тому
Who are you going to sell the advanced chips to for profit? Which country is the biggest market for advanced chips?
@pauliewalnuts240
@pauliewalnuts240 20 днів тому
It's hard to understand how a tiny little island dominates this industry. Talk about waiting until the last minute. Other countries didn't think it would be wise to invest in infrastructure to produce such a critical component? Whether for profit or security?
@successissadrug
@successissadrug 16 днів тому
This makes more sense now in the times we are living in !!
@electricaltimelapsetest5713
@electricaltimelapsetest5713 20 днів тому
I dont think american workers can make those chips.
@szuchipan3649
@szuchipan3649 19 днів тому
yes, but higher price 😄
@keepitraw1
@keepitraw1 20 днів тому
Xi jingping, please don’t
@pr0newbie
@pr0newbie 18 днів тому
The US mafia creates insecurity to sell security. You should point your finger elsewhere.
@TheBombayMasterTony
@TheBombayMasterTony 19 днів тому
Interesting.
@AlfonsoMagona2279
@AlfonsoMagona2279 13 днів тому
An engineer who left TSMC last year said he had thought about joining the company’s overseas expansion drive, but lost interest after realizing he would likely have to pick up the slack for U.S. hires.
@gerardhei9222
@gerardhei9222 20 днів тому
Failed to mention that tsmc has fabs in China producing 16nm chips, and only Taiwan has advanced chip packaging facilities so future chips produced in Arizona must be shipped back to Taiwan packaging
@happymelon7129
@happymelon7129 20 днів тому
The main reason U$A will never able to compete in Chip manufacturing. All the country that do well in chip manufacturing , has Confucianism culture. For chip manufacturing, a high level of discipline is the key, and most Americans today don't possess it. They call it “forced labour" Taiwanese media reported on August 2 that TSMC claimed the production holdup at its Arizona facility was caused by a shortage of trained American labour and that they had sent staff from Taiwan to assist with the factory's development. Labour union officials in Arizona, on the other hand, criticised TSMC for exploiting this as a justification to bring in "low-wage foreign labour."
@swimmerboy172
@swimmerboy172 19 днів тому
The fabs being built in the us will be obsolete and not on the cutting edge by the time they are built
@untouchable360x
@untouchable360x 20 днів тому
Cyberdyne Systems
@jzakary1
@jzakary1 20 днів тому
Even if they invaded Taiwan with the TSMC facilities intact, China lacks the technical know-how to maintain and operate those chip factories.
@youarebeingtrolled6954
@youarebeingtrolled6954 20 днів тому
They are learning to make their own fabs😂
@user-go2fl1ow2k
@user-go2fl1ow2k 20 днів тому
china's simc makes up to 7 nm chips, tell me how China can't maintain tsmc
@qweewqqweewq31313131
@qweewqqweewq31313131 20 днів тому
@@user-go2fl1ow2kyeah you know how to make a carpet, so you know how to build a car as well😂
@fvertical2530
@fvertical2530 19 днів тому
so you assume Chinese will be invading TW with flying shovels and washing machines, right? Since all modern weapons needs chips🤓
@Bk6346
@Bk6346 19 днів тому
Semiconductors has nothing to do with the China-Taiwan conflict. It’s the Chinese Civil War that has never officially ended.
@JoeyBlogs007
@JoeyBlogs007 20 днів тому
Not just the threat from China, but also from earthquakes.
@bacherfkinmcskiddlywop2491
@bacherfkinmcskiddlywop2491 19 днів тому
wow this is very informative. im only at 1:55 and already i know so much. thank you. subscribed.
@Masarinosicilia
@Masarinosicilia 19 днів тому
Good morning 🌞
@bernardli9514
@bernardli9514 20 днів тому
WSJ missed the complete other angle of this - China is investing in fab facilites just as much if not more than the US is. They're trying themselves to cut Taiwan chip manufacturing off so their supply chain won't be disrupted if they invade. Those fabs are significantly worse quality than the TSMC controlled fabs in the US and Japan, but they're still spooling up as well. When we talk about supply chain interruptions, we should probably acknowledge the adversary in the room.
@bearowen5480
@bearowen5480 20 днів тому
China does not yet have the technological know how to replicate Taiwan's cutting edge fabrication infrastructure, but we can't count on the PRC to not catch up at some point.
@vlhc4642
@vlhc4642 20 днів тому
TSMC's Arizona fab is targeting 5nm by 2026 and wafers still need to be shipped to Asia including China for packaging SMIC is already producing 5nm this year and China already have everything from ingot production to wafer to packaging to assembly US policy are set by tech illiterate politicians with no idea how the industry works, it's almost comical.
@only_fair23
@only_fair23 20 днів тому
​@@bearowen5480Pretty sure they have the know how, they've been poaching TSMC employees for a while now. I'm pretty sure they lack the full supply line though, especially if they get cut off from ASML
@jasonjean2901
@jasonjean2901 20 днів тому
Industry experts are now saying that China is only 3 years behind on the leading edge chip fabriation technology, and the present size of chips can only get a little bit smaller. In other words, in 10-15 years, China will be caught up with the leading edge chip manufacturing technology.
@Jdog1681
@Jdog1681 20 днів тому
It's not just a matter of 'spooling up', though. These technologies are the result of a series of breakthroughs so unlikely that there's usually only one player in the space with the arsenal of trade secrets sufficient enough to compete. Like ASML or Zeiss, for example. It's not simply years away, its multiple, successive breakthroughs away all coming together to not just make a chip, but make them reliably enough that the yield is economically viable and at a time scale that aligns with the west's momentum in pursuing Moore's law. It's not a finish line that you just need to keep steady pace on, it's a series of never ending ultramarathons through the Himalayas. If WSJ were to really dive into this angle, they would have to explain the embargos, national interest preservation measures, limitations of physics, yield and economics, never-ending supply chains, trade secrets, etc. They could, but I don't call foul for leaving it out of this video. However, I think your idea is a great idea for a video series from the WSJ. While I agree the WSJ could have shown the china angle more explicitly, the threat from China is inherent. I don't think it was implied that China would invade to acquire TSMC, the play would always be to cripple the west. They definitely did acknowledge the adversary in the room. Silicon chips are essentially very fancy sand. There's nothing inherently scarce/expensive about the atoms that make them up. With better and better industrial infrastructure, the cost of compute will asymptotically approach $0, limited only by energy's ability to approach $0 and the cost of sand itself.
@VVayVVard
@VVayVVard 19 днів тому
The censorship on this comment section is on a whole different level. You can't even use normal words to explain basic concepts, apparently. I'll remind myself not to watch videos from Wall Street Journal in the future, since clearly the owner of the channel hates intelligent conversation. I know this comment will probably disappear as well, but whatever. Goodbye.
@kv4648
@kv4648 18 днів тому
UKposts partakes in a lot of filtering that may be mistaken for the individual channel
@VVayVVard
@VVayVVard 16 днів тому
@@kv4648 I made sure only to use completely inoffensive words to explain a basic economic concept. It never got through. On other channels I've made similar comments with no issues, so it's 100% a problem with the channel filter. I'm honestly surprised my comment above didn't get the same treatment.
@elektrotehnik94
@elektrotehnik94 16 днів тому
@@VVayVVard It's basic YT cen*orship. It's complicated, but very dumb words can be cen*ored by YT's algo. Welcome to the world of corporation-control
@iScoopyPal
@iScoopyPal 16 днів тому
From the field experience, to succeed in high-tech manufacturing, the engineering staff needs the following requirements: 1. talent 2. 100% dedication (work first, family 2nd) 3. if necessary, overtime is mandatory. Asian Engineers are competitive in all (3/3). American engineers are competitive only in talent (1/3). Politicians are ignorant, and their speeches are useless.
@demarwhite6696
@demarwhite6696 20 днів тому
🔥🔥
@youarebeingtrolled6954
@youarebeingtrolled6954 20 днів тому
Fix your title. Replace secure with steal.
@kevlee80rudals
@kevlee80rudals 20 днів тому
How is it steal when Taiwan is willingly moving its operations to safe places facing the existential threat posed by CCP? Lone Wolf Diplomacy making enemies all around you not working out for you? CCP made this bed.
@wuhaninstituteofvirology
@wuhaninstituteofvirology 20 днів тому
even if china invades/takes over taiwan (probably damaging/destroying the chip factories in the process) - nobody from mainland china has the expertise/experience to manufacture these chips like the taiwanese do (who’ve been building up that industry for decades, & lead the world in that field)
@kordellswoffer1520
@kordellswoffer1520 20 днів тому
It’s simplistic to assume it’s only about the chips. For china it’s about prestige internal security and cohesion and also very importantly about crippling us pacific defence chains the run through Taiwan.
@somponesakdy826
@somponesakdy826 20 днів тому
Xi Jinping is the biggest robber in the world history. England can’t even compared.
@stefanomaurino8201
@stefanomaurino8201 20 днів тому
China doesn’t care about Taiwan’s Chip. The reunification is pure about history and nationalism.
@kunzhang8977
@kunzhang8977 20 днів тому
But China can produce relative lower chip all by thierselves, not many other countries can say the same. So destorying the chip factories at least can level the playground for a while.
@jasonjean2901
@jasonjean2901 20 днів тому
China's fabs are 3 years behind Taiwan's fabs in terms of technology. I'm sure they could figure it out.
@jaybestemployee
@jaybestemployee 18 днів тому
Why? basically the foreign fabs are the permits required to continue selling to those self-protecting regions. Now the foreign govs are subsidizing those fabs heavily and god knows how cost-efficient a business can be under heavy subsidies.
@churblefurbles
@churblefurbles 18 днів тому
Engineers not walking over that southern border? Whodathunkit!
@AndorranStairway
@AndorranStairway 20 днів тому
Ah WSJ, the red scare news network
@louistech112
@louistech112 20 днів тому
I laugh when they say it’s hard to find funds to build a fab factory when we just allowed 95 billion to be sent to Ukraine
@abdulhadimalik3312
@abdulhadimalik3312 19 днів тому
And what about billions sent to israel
@tonyata7006
@tonyata7006 17 днів тому
Fabs its economy issue at first place. Ukraine case is a national security issue at first place . 95 Billion not in cash ! but it's local investment in local industry , reinvestment in American companies. Fabs etc .. private companies from all the world and there is limitation for subsides subsides subsides theoretically is against the free market roles, and that make a lot of other big economies make the same, and all the idea behind free market will destroyed
@TroupeGoal
@TroupeGoal 19 днів тому
I can see how the presence of TSMC could act as a deterrent to an invasion but also as an incentive
@avarmauk
@avarmauk 17 днів тому
Taiwan would be foolish to not have Taiwan be the centre of advanced chip making. Without it, they lose support from their allies
@ghtwghtw7197
@ghtwghtw7197 20 днів тому
Tmsc set up shop in america. But its not functioning smoothly cause cant find good american engineers.
@Maxpasadena
@Maxpasadena 17 днів тому
Not true - Fab 1 is now running with 2,200 employees.
@LuckyGooseYA
@LuckyGooseYA 19 днів тому
Always "amazed" by the US politicians' ignorance and inexperience ~ How would the people of Taiwan feel or see the United States taking their homeland and industry for granted? I can image the Chinese media using Title like: Race for Taiwan's AI chips amid fears of U.S. hostile takeover!
@juancarlospizarromendez3954
@juancarlospizarromendez3954 16 днів тому
No water at Arizona, no ultrapure water for the silicon foundry.
@abecampbell8009
@abecampbell8009 19 днів тому
Engineers working in semiconductor productions are putting a lot of hours. First of all, working hours would not be suitable for 9-5 working minded western people. Design and manufacturing process does take a long time. Having all the right machinery does not enable manufacturer to get fast result. It is a know how plus experience. It is difficult how to put in right word but it requires highly good skills and long hours of work. Even setting up the manufacturing plant do require certain skills that may require Taiwanese constructions engineers. US warmongers may destroy the factory but they will be putting themselves in dark ages. Looking at some of the facts, China will become independent much faster than westerns. Than, what if China sabotage the factory???. Seeing the real face of USA, it seem to be Taiwan will never be allowed to be independent nor unify with China with the will of Taiwanese since USA can not let the Taiwan high tech to be with China. Taiwanese with high engineering skills are also well sought by China manufacturers. Taiwan economy is currently suffering due to export restriction to China. Problem is China has become world factory by the corporate investors from west. As an result China has become the biggest customer for Taiwan. I guess as usual USA can put restriction but would not care it effects the lives of Taiwanese.
@urrealdad76
@urrealdad76 20 днів тому
These chip factories should have been built in the US a long time ago
@hakkebrakke8575
@hakkebrakke8575 20 днів тому
it’s Taiwanese technology. They decide where it can be built or not. US corporations don’t have the patents and the knowledge. Since American corporations didn’t invest/succeed at the time the technologies were developed. The US can’t steal it from Taiwanese corporations. And for national security reasons Taiwan likely won’t allow too much production outside of Taiwan.
@thedownunderverse
@thedownunderverse 20 днів тому
@@hakkebrakke8575it’s actually dutch and german technology. The lithography machines and lenses. Taiwan commercialised it at scale.
@VVayVVard
@VVayVVard 19 днів тому
There are always those who oppose investments in new technologies, unfortunately. At least we're fortunate enough to have had Taiwan as the pioneer in this respect.
@Bk6346
@Bk6346 19 днів тому
@@thedownunderverseSomeone compared it to a restaurant or bakery. The Dutch supply the oven but the Taiwanese is the Chef or cook.
@vinicio1089
@vinicio1089 19 днів тому
they were in the US a long time ago , but diminishing costs abroad made it so basically every tech company started to make their chips offshore.
@Oldfogey2014
@Oldfogey2014 20 днів тому
To the Chinese it’s going to be that if they can’t access the chips, then no one else will.
@udaykadam5455
@udaykadam5455 20 днів тому
And they will rebuild it, and it will start producing the same chips within few years even if they destroy it. It's China.
@levelazn
@levelazn 20 днів тому
You are projecting American behavior on China. The U.S. is sanctioning China via chip access
@dawuid1491
@dawuid1491 20 днів тому
This statement, to this date, has never been true
@zimelo6957
@zimelo6957 20 днів тому
Isn't that the US's goal? Literally at 3:30 they said USA plans to blow up Taiwanese chip fabs.
@Booz2020
@Booz2020 20 днів тому
Slava TSMC 🇹🇼
@pritchardmhere8624
@pritchardmhere8624 20 днів тому
Random PDiddy at @2:31
@klgrmmm
@klgrmmm 15 днів тому
Drezden in Moscow, Arizona in Florida
@TJDash
@TJDash 20 днів тому
Didn't China just announce their Telecoms won't use US chips anymore 😅 sanctions Uno Reverso 🤷
@Booz2020
@Booz2020 20 днів тому
Slava TSMC 🇹🇼
@duran9664
@duran9664 20 днів тому
👇Alternative title👇 When China takes over Taiwan? The moment America doesn’t need TSMC 🤏
@Starship007
@Starship007 18 днів тому
Taiwan straight and the gateway to Asian trade routes. 50% worlds GDP goes through that area
@bobsmith3983
@bobsmith3983 12 днів тому
Most of these new fabs will eventually shut down as there will be a glut of fab capacity. Before they were built existing fab capacity was enough to satisfy global demand and with Chinese built fabs on the mainland expanding it will only make the glut worse with depressed prices especially for non cutting edge chips.
@nathansmalley8116
@nathansmalley8116 20 днів тому
Why is the most important product in the supply chain only built on an island in the pacific next to enemies?
@timogul
@timogul 20 днів тому
Because they were the ones to invest in that technology. Free market capitalism.
@kevindst
@kevindst 20 днів тому
Because Taiwan's Morris Chang came up with the idea of semiconductor foundry (i.e. only manufacturing) while Intel insisted on design+manufacture.
@opencase9903
@opencase9903 20 днів тому
Because no American company made the right moves to capitalize on this market. It's called free market capitalism which American espouses, tends to be pretty good at, but can't always emerge victorious in every market. So deal with it 😂
@torpedospurs
@torpedospurs 20 днів тому
Because it got built, and then you decided to treat China as an enemy.
@jerry19484
@jerry19484 20 днів тому
why is it that you buy into the propaganda that the most important foreign relationship right now is the enemy?
@az-fy3mp
@az-fy3mp 20 днів тому
wsj? journalism for the illiterates
@user-vj4sn1hk3n
@user-vj4sn1hk3n 15 днів тому
Smart moves
@paulabbott9108
@paulabbott9108 14 днів тому
interesting
@Ianjames1066
@Ianjames1066 20 днів тому
AZ is poor choice; Fab facilities need profound amount of water?!?! Why not design in a northern state? Plus, Americans lack the tech knowledge for these extremely complicated Fabs... free STEM college would help...
@napobg6842
@napobg6842 20 днів тому
The US has deep traditions in creating chips. Not so long ago, they were the leaders in chip manufacturing.
@jdog22c34
@jdog22c34 20 днів тому
Arizona has a diverse portfolio of water. Phoenix Metro uses no more water today with 5.1 million residents as it used in 1990 with 2 million residents. The Colorado River only accounts for 36% with most of that going to agriculture.
@Maxpasadena
@Maxpasadena 17 днів тому
Look at Google earth -- half of Arizona is made up of mountainous forests with lakes and a lot of annual snowfall. Combined with vast aquifers water is cheaper than most other places. Also, over 90% of the TSMC water will be recycled just as Intel and Samsung recycle the bulk of their water.
@vlhc4642
@vlhc4642 20 днів тому
TSMC's Arizona fab on completion will only makes up 4% of just TSMC's own global volume, on a 5nm node that by then will be 2 generation behind leading edge and might even be 1 generation behind China's SMIC, wafers produced there will still need to be shipped to Asia for packaging into chips, and even then US still lack enough mature node production to build any end devices which requires far more than just the one most expensive chip. Just like every other industry from steel to solar to EV to batteries, US only really have two choices: to accept Chinese control of all semiconductors through both SMIC and TSMC and accept its own reliance on China made chips, or not accept Chinese control and lose access to everything.
@Maxpasadena
@Maxpasadena 16 днів тому
You must be a CCP plant. 1) If you can Google, you will see that TSMC is going to build 2 and 1 nm in Arizona, 2) China can't do anything below 7 nm because the USA has restricted the sale of key equipment from ASML and Applied Materials to do this -- hence China is F'd, 3) A $2B packaging plant is being built down the road from TSMC to package the chips made at these fabs. You do realize SMIC is a joke? Making chips for toasters and dishwashers is all SMIC is going to be able to do given the sanctions the USA has placed on China
@Maxpasadena
@Maxpasadena 16 днів тому
TEMPE, Ariz.--(BUSINESS WIRE)--Nov. 30, 2023-- Amkor Technology, Inc. (Nasdaq: AMKR), a leading provider of semiconductor packaging and test services, has announced its plan to build an advanced packaging and test facility in Peoria, Arizona. By the time of full project completion, Amkor projects to invest approximately $2 billion and employ approximately 2,000 people at the new facility. Amkor worked closely with Apple on the strategic vision and initial manufacturing capability of the Peoria facility, which will package and test chips produced for Apple at the nearby TSMC fab. When the new facility opens, Apple will be its first and largest customer. Amkor first established its presence in the Greater Phoenix area in 1984 and is excited to expand its footprint in the evolving Arizona semiconductor industry. The new manufacturing location will uniquely position Amkor among a strong ecosystem of front-end fabs, IDMs, and suppliers with current or expanding presence in the area, including TSMC, Intel, Applied Materials, ASML and others.
@TuaTagovailoaTouchdowns
@TuaTagovailoaTouchdowns 5 днів тому
Taiwan's sovereignty as an independent nation separate from China is important to the world.
@RockettServehard-li1do
@RockettServehard-li1do 15 днів тому
That doesn’t make sense that the Japan tsmc plants aren’t making cutting edge chips when Japan is investing 4 billion in the plants and the other 4 billion by tsmc
@hallowwin2721
@hallowwin2721 20 днів тому
If you replace "Secure" in the title with "Steal", this video would make much more sense. People in Taiwan are starting to call TSMC "USSMC".
@hellzshotgun
@hellzshotgun 20 днів тому
Steal? TSMC is getting paid heavily for all of this.
@hallowwin2721
@hallowwin2721 20 днів тому
@@hellzshotgun yeah We also paid fat check/free land to Telsa, and "secure" Tesla's EV supply chain to China.
@napobg6842
@napobg6842 20 днів тому
The US pays greatly for these chips. Also, considering that the US is the prime place for designers and engineers of semiconductors, I don't see why they shouldn't be made there
@Car_guy31
@Car_guy31 20 днів тому
Yeah news outlets. Keep the fear on. That's how we get increased prices for goods, like chips, even without any invasion
@ChimpDeveloperOfficial
@ChimpDeveloperOfficial 20 днів тому
what
@joshhoffman1975
@joshhoffman1975 19 днів тому
The WSJ IBM link dosent work/allow login.
@user-yn4lo5jg8o
@user-yn4lo5jg8o 20 днів тому
Do you know China’s modern history? Do you know why the Kuomintang is in Taiwan? And the United Nations does not include Taiwan?In fact, China values ​​the integrity of its national territory more.Not the dozens of machines on the island
@naguoning
@naguoning 20 днів тому
Do you not know KMT is not our government now. Tsai and Lai are both DPP. Anti-China.... The Chinese claim to Taiwan is actually very weak. Only for 4 years (end of WW2-1949) was more than half of the island controlled from China. The Japanese rule lasted far longer (and was the first real governing of the whole island under one government). Before that most of the land was under Taiwanese Aboriginal control. That we are not in the UN is only because of the China veto power.
@catonpillow
@catonpillow 20 днів тому
Сhina cannot invade ROC. That's like saying that the U$ will inv California. A country cannot invade itself.
@Booz2020
@Booz2020 20 днів тому
Never Say NEVER 😎 Justin Bieber
@Little-chilli
@Little-chilli 19 днів тому
Lincoln:?
@FairyTPE0707
@FairyTPE0707 19 днів тому
Would you say North Korea will invade South Korea? They are same situation.
@vms_kt
@vms_kt 19 днів тому
So nvidias stock price will fall if Taiwan is invaded.
@user-mind-body
@user-mind-body 18 днів тому
All stocks will fall dramatically. You won't be able to get chips for computers, phones, and all tech you can imagine. Also, half of the world's complete trades is going through the Taiwan Strait, and will be stopped for a long time. Every stock in the world, will fall more than 70%
@Paul665
@Paul665 19 днів тому
We need to protect Taiwan, not only for economic reasons but because they are a shining example of a wealthy, prosperous, and democratic country. Taiwan is a shinning example of how freedom can lead to prosperity. And they did all this, despite the animosity of China.
@Amidat
@Amidat 18 днів тому
The One China policy is what protected Taiwan. But you prefer to fight??? How does that make sense...??
@genuinennessbefitting4734
@genuinennessbefitting4734 17 днів тому
@@Amidat Why is Taiwan related to Chinese policy? Taiwan self-identifies as separate from China, and China has never governed Taiwan.
@Amidat
@Amidat 15 днів тому
@@genuinennessbefitting4734 Because the western media doesn't tell you the truth. The constitution on the island calls itself the Republic of China and claims the territory of Mainland China as well. From the founding of the UN until the 1970's Taiwan represented ALL of China at the UN. A vote was hold to see what most countries believed as to who should represent China as a result of a stalled civil war. They voted Beijing... That started the One China policy among almost all countries. Go read it yourself. Don't rely on the lying media
Military Strategist Shows How China Would Likely Invade Taiwan | WSJ
10:13
The Wall Street Journal
Переглядів 1,4 млн
America’s Big Chipmaking Blunder
8:44
Bloomberg Originals
Переглядів 622 тис.
Nemo - The Code (LIVE) | Switzerland🇨🇭| Grand Final | Eurovision 2024
03:28
Eurovision Song Contest
Переглядів 14 млн
AI Deception: How Tech Companies Are Fooling Us
18:59
ColdFusion
Переглядів 1,3 млн
How Strong Is India's Economy?
15:31
Economics Explained
Переглядів 489 тис.
Boomers Own Half of U.S. Wealth. So Why Are We Seeing More Homeless Boomers? | WSJ
6:52
The Wall Street Journal
Переглядів 180 тис.
Why Does the U.S. Support and Fund Israel So Much? | WSJ
8:52
The Wall Street Journal
Переглядів 761 тис.
China’s Looming Crises | CNBC Marathon
33:49
CNBC
Переглядів 1,2 млн
Why Airport Security Suddenly Got Better
13:07
Real Engineering
Переглядів 1,4 млн
What Is an AI Anyway? | Mustafa Suleyman | TED
22:02
TED
Переглядів 782 тис.
The INSANE Truth About IKEA
31:03
MagnatesMedia
Переглядів 928 тис.
Nemo - The Code (LIVE) | Switzerland🇨🇭| Grand Final | Eurovision 2024
03:28
Eurovision Song Contest
Переглядів 14 млн