Secretive Giant TSMC’s $100 Billion Plan To Fix The Chip Shortage
ฝัง
- เผยแพร่เมื่อ 7 มิ.ย. 2024
- Taiwan Semiconductor Manufacturing Company makes 24% of all the world's chips, and 92% of the most advanced ones found in today's iPhones, fighter jets and supercomputers. Now TSMC is building America's first 5-nanometer fabrication plant, hoping to reverse a decades-long trend of the U.S. losing chip manufacturing to Asia. CNBC got an exclusive tour of the $12 billion fab that will start production in 2024.
As the world grapples with an ongoing chip shortage, a quiet giant among chipmakers has committed to investing $100 billion over three years to ramp up production.
Taiwan Semiconductor Manufacturing Company may not be a household name, but with a market value of over $550 billion, it’s one of the world’s 10 most valuable companies. Now, it’s leveraging its considerable resources to bring the world’s most advanced chip manufacturing back to U.S. soil.
CNBC got an exclusive tour of the $12 billion fabrication plant, or fab, in Phoenix, Arizona, where TSMC will start making 5-nanometer chips in 2024. The company says it will produce 20,000 wafers each month.
“These are parts that are going to be used in lots of different places: CPUs, GPUs, IPUs, etc. They’ll be used in smartphones,” Rick Cassidy told CNBC. Cassidy is TSMC’s chief strategy officer and the president and CEO of TSMC’s project in Arizona.
TSMC makes key components for everything from cellphones to F-35 fighter jets to NASA’s Perseverance Rover mission to Mars. Earlier this month, it announced plans for a new factory in Japan, where it will produce chips with older technologies, for things like household devices and certain car components. TSMC is also Apple’s exclusive provider of the most advanced chips inside every iPhone currently on the market and most Mac computers.
“But they remain sort of in the background, in terms of end markets. So Apple gets all the accolades when a new phone comes out,” said Joanne Itow, managing director of manufacturing at Semico Research.
“We’re low-key. We let our products speak for themselves. Their success brings all the business that we could ever hope for,” Cassidy said.
The U.S. was the birthplace of advanced silicon, but for decades now, it’s been losing market share to Asia, where 79% of the world’s chip production happened in 2020, according to industry association SEMI. It calculated the U.S. was responsible for 12% of worldwide chip manufacturing last year, down from 37% in 1990.
TSMC alone was responsible for 24% of the world’s semiconductor output in 2020, up from 21% in 2019, according to the company. When it comes to the most advanced chips used in the latest iPhones, supercomputers and automotive AI, TSMC is responsible for 92% of production while Samsung is responsible for the other 8%, according to research group Capital Economics.
“It’s become almost a monopoly at the leading edge, and all of those manufacturing operations, for the most part, are out of Taiwan, Hsinchu. That becomes a matter of national importance for the United States, but not only the United States, but the Western world,” said Christopher Rolland, Susquehanna’s senior semiconductor analyst.
Along with cutting edge 3- and 5-nanometer chips, TSMC also makes larger chips for products such as electric toothbrushes and coffeemakers. Cars often use less-advanced 28- to 40-nanometer chips. All types of chips have been impacted by the shortage. Carmakers including GM and Toyota have paused production at some plants. And Apple is likely to slash its 2021 production targets for the iPhone 13, with orders for some models delayed by more than a month.
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Secretive Giant TSMC’s $100 Billion Plan To Fix The Chip Shortage
These online segments from CNBC are really quite good.
Full videos 👉 th-cam.com/users/shortsMYrwBHc78Zc?feature=share
Better than watching the actual live news
Agreed!
Yes, I am amazed by it, too. Certainly I am not expecting anything sensible to come from Arizona since Trump's trickery lies ravaged the functioning of the minds of its people.
Except when they say "far larger chips" (@7:01) when referring to node size.
"we've figured out how to fix the chip shortage... we'll make more chips!!"
-clapping intensifies
Well that’s the only way to fix a chip shortage. You find a new way to make them. Do you have a better design option than a chip? No. You probably don’t even know how to design a PCB
@@dahleno2014 Woah there buddy dont get your panties in a twist
Give this man an award 👏 👏 👏
lmao
If punches don't work, just punch it harder.
fantastic video Everybody wants to be financially independent and live a better life. With savvy investing, an inexpensive lifestyle, and diligent budgeting, this is not difficult to do. I'm glad I realised early on that achieving financial freedom requires hard work.
My belief is that making a wise investment is a fantastic way to save money for the future as well as a way to generate passive income. Those who make poor mistakes early in life regret them later in life. But, if done alone, investing may be challenging and risky. For this reason, I suggest consulting experts for advice (financial advisors). The difficulty lies in effectively employing it, not just watching videos and reading investing books.
@@markgeorge8206 Would you mind recommending a specialist with a variety of investment options? This is extremely rare, and I eagerly await your response.
Taiwan, what an amazing little country. I've visited that country many, many years ago around the mid-90s, the food is amazing.
Taiwan is technically a country, with its own constitution, government and everything else. Taiwan is the image of what china would have become if it is not ruled by the ccp.
ethnicity has nothing to do with nationality.
When I came to the U.S. back in the early 80's the phrase 'made in Taiwan' was used as a joke to describe cheap and poorly made goods. I never thought the day would come that Taiwan would be relied upon by the rest of the world for critical supply chain components. GO TAIWAN!!!!
Same with Japan. After WWII into the 1960s anything made in Japan was a joke. Then they changed and changed what they were manufacturing and in the 1980s they were referred with words such as quality and high-tech. Korea, same after the Korean war. Then in the 80s and 90s they started manufacturing cars and other electronics and manufacturing all types of goods. Today, Korea is looked upon a again, quality and high-tech.
I've never heard anyone even say made in Taiwan in the US let alone to joke about it.
most of the design and ideas are developed in the US, its just the chips that r made in Taiwan
@@seanthe100 there are some, the problem is because they speak Chinese they always gets associated with China.so some people may think they also made cheap stuff like mostly China does.
go where?
I'm a concrete carpenter working on this project. Dope to see the job site from the air.
Hi. Just out of curiosity, what does concrete carpenter means?? Is it formwork fixer?
@@iamkrishna17 pushes a scraper and drives machines to smooth concrete i would guess.
@@iamkrishna17 you seem to be right.
This is what I found online:
_A concrete carpenter installs the concrete formwork foundations in the early stages of a building or other construction project. As a concrete carpenter, your job duties involve setting up the basic form of the building structures, such as framing, scaffolding, or molds to lay concrete._
Yes I'm a form setter, it's the same thing.
@@jimmyschmidt14 you would guess wrong
It's not emphasised enough that TSMC's success is also built on trust.
They have a super strict code of never competing with their customers, which is why no matter how successful they get, the likes of Apple or AMD never feel threatened. They had ample opportunity over the past two decades to branch out, but always left other's cake for other's to eat. Very unlike Samsung.
I support Taiwan by preferring Taiwanese products over Chinese when possible. Hope many people will join me as well.
It's a noble thing to refer to TSMC as a Taiwanese company not a Chinese company. Glad that CNBC is not under the influence of China on this matter.
The "T" in TSMC stands for Taiwanese. But point taken
2:15....
China is the reason why Americans want TSMC on their soil
The american plant will be more like an office building for managers and sales people.
@@generalshepherd457 TSMC already have 2 humongous TSMC plants in China
@@generalshepherd457 No, because it won't be run by Americans.
Shhhh Americans aren’t so bright when it comes to politics,
They dont need to know this anyway
It is very urgent now for u.s to move TSMC out asap , since China is taking over Taiwan soon .
Tsmc is every where, literally in my hand right now
TSMC shouldn't come to USA until anti Asian is
Without USA, there is no Taiwan. no life we have today. Thank you American!
Indian said it
This is why we have to protect Taiwan!
And democracy.
Yes, but we need to bring in more manufacturing for national security too.
nah
Only for business.
No, this is why Chip manufacturing should be diversified to every continent
Very well researched content. Congratulations to the entire team behind this production.
They are new, not understanding why Philips outsourced it chip production to TSMC.
Cor Boonstra, the Philips management.
Except that it was President Trump who incentivised TSMC to bring production into the USA , , ,
Think about it , , that big of a facility is years in planning , , that imposter president , hiden biden , had nothing to do it !
very surprizing report from the maim street media
usually dont watch these channels, but this report is really stunning
@@lucasrem1870 The same thing will happen to TSMC. TSMC worked so hard to get to this point and then to loose it all to the US. History repeats!
except they only know iphone in mobile, silly necrecan
TSMC: “will pump out 20,000 wafers/ month starting in 2024”
Intel: we have big cranes and so much dirt
that was the most murican thing i`ve ever heard,and the looks of that guy
You have been told
Looks like Samsung surpassed T's tech on nano3 with GAA👍. T seems to be lost on GAA Concept🤣
@@nlrman In your Korean dreams.
This is exactly why the US wont let up on china instead of forcing homegrown talent to step their game up. Just like how the middle class was gutted when factory production moved oversea.
Great video! It's fascinating to see the behind-the-scenes workings of the chip-making industry and the challenges they face. TSMC's $100 billion plan is a bold move that highlights the importance of addressing the chip shortage. I appreciate the detailed explanation of the plan and the potential impact it could have on the industry.
This is interesting, manufacturing back in the US and R&D in Asia. What a day and age!
Actually, much of the R&D still takes place in the U.S. However, its cheaper for the people designing the chips to let a Fab take care of the production.
I think that it would be beneficial to both countries if they do manufacturing, as well as R&D in each country.
It’s kind of like vertically integrating both supply chains.
Especially when their scientist are Harvard and MIT trained, lol
@@spydude38 he's talking about R&D of manufaturing processes, not chips
@@spydude38 We’re tired of everything made in China we need to bring back American products I’m afraid I don’t care how much it cost extra I’m tired of dealing with China products and crap that makes us cost more in the long run anyways
It is amazing how radically this technology has changed over the last 20 years and how critical it is now to everyday life, yet most people have no clue at all about how any of it is made or works.
Most people don't know what is going on in terms of evolution of consciousness either
That's true of most things if it's not your field. Most people only know how to put gas in their care and take it for service with no understanding of how it works
Ya and when the electric stops. Then we will see whats important. On another note nothing gets made without water. Does any of you know how much water it takes to make chips?
I know since 10 years ago.. before android Google get so huge, Taiwan is number 1 in semi conductors products like chips for your smartphone! They have that edge in tech
Along with what everyone else responded, this will increasingly be the case until maybe tech and biology, mainly the brain, really become intertwined. Then possibly or knowledge of such things will become more focused on. It will be more important for the layman user to understand what their using and how it's connected to them physiologically. Right now most of us are still monkeys with computers in our hands.
Nobody can become financially successful over night. They put in background work but we tend to see the finished part. Fear is a dangerous component, hindering us from taking bold steps we need in other to reach our goals.
I think it's not always about fear, Sometimes realistic factors discourage people from reaching their goals in life. For instance, I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value.
@maria sandra Oh that sounds good but how do i reach out to Tamara diane hagan ?
@maria sandra OKay i just found her website very impressive and dropped a message for her.,. i hope she reply me.
Let me get this straight... The U.S. military's most advanced jet fighter depends on a chip made by TSMC in Taiwan and China is threatening to invade Taiwan?
I’m glad I’m not the only one who sees this lol
its not what it seems.
TSMC manufacturers the chips but they aren't the suppliers.
Lockheed has a stockpile of all microchips used in their military aircraft and there are only 1000 F35s in service thats a small single shipment of chips.
Whoever rules TSMC, rules the world
We screwed.
Is not only affecting the US. China's attempts to monopolize the markets is screwing us all. Greetings from South America.
We are experiencing the greatest transfer of wealth in the history of the world right now. yet, you have people saying they can’t afford to invest. for me its more like I can’t afford to invest. those who invest now in a few years will be decades ahead of their peers.
True, but investing is life skill and personal development are equally important. the goal must be to be successful in all sphere of life.
Exactly before investing you need to develop yourself in all ramifications, don’t t just jump in cos you heard someone made so so amount of money, employ professional help if you need to because on the long run you’d lose money not sand.
There is a famous character ‘Tamara Diane Hagan’. She been making a fortune for a select few for years now. Lately, such services have appeared that allow copying the results of experts. This person demonstrates how to copy her automatically using such a service. We gotta try while the mark
This is great. Good for you. I have been holding back on investing in the financial market because I don’t have background knowledge and I don't know any credible F.A either. Do you know how i can reach this person?
Just check her online, there isn’t much i can say here so it doesn’t seem as if i am promoting an agenda🤝
I had the opportunity to work in the TSMC as a field service engineer in Arizona. We design a machine support frame for the facility to support the equipment to reduce the turbulence of the sound that affects the Microchip when they are processed in the lab.
Thats nice but you literally didnt tell us anything about your experience there
Your point being…?
@@PhillipAmthor Ever heard of Non disclosure agreements?
@@EzraMerr sure but why does he tell us when he cant tell us? Also who would ever know it was him?
@@PhillipAmthor why not , there's no harm in stating it
Extraordinary video. I hope the media of our country, in Taiwan, could become outstanding like you.
Very well done video, a lot of stuff explained, thank you!
Don't ignore the fact that the auto industry put themselves into this situation...when sales dropped, the penny pinchers cancelled orders for chips...because they don't think they should store inventory, that they should only have on hand the parts they need to build the cars they are currently building...and cancelling orders helped make the quarterly earnings not take as big a dip. The problem is, car sales picked up much faster than they predicted and the lead times on chips are long. So, the bean counters caused a year's worth of reduced production and thus income, to save money over a quarter or two.
It's called Just In Time (JIT) manufacturing for a reason, the cost savings of not having to build, maintain and pay for warehousing more than justifies their decision.
@@sythex92 until there is a supply chain break. Even the founders of JIT (Toyota) realized this major flaw to the philosophy when the Fukushima disaster resulted in supply shortages. They made changes to the manufacturing philosophy which is why they held out way longer than the others. American companies didn't actually adapt the 'weighting' of supply chains like Toyota more than likely because their primary focus is to look good to investors and the more capitol you have on financial reports, the more people will invest, which results in a higher market cap, and that's all the executive board cares about because of their stake.
Westen way very diferent from the real Chinese philosophy of making business. Now we're starting to realize that. The sacrifices Chinese businesses have to endure in order to make "real profit" from their work. Don't belittle the old 5000 years of civilization. When asked about the success of Westen industrial revolution and democracy, the late Chinese PM Chou En Lai said "it's still too early to say". We have still many things to learn and one best way is to learn from the past. We are so fortunate that they are so wise and compassionate enough to leave them to us. But are we wise enough to use them correctly? Constructively? It is said that the "fabric of the universe is compassion" follow that and everything will turn out well for mankind otherwise we will be forever in conflict. The intention and root of our actions should always be guided by compassion otherwise all is lost. Remember mankind is one whole family. A harmonious family of mankind comes from a harmonious family of societies which come from harmonious individual families which in turn come from individuals of good moral character. By then there wouldn't be need to worry about supply chain. Nature and humanity will take care of it appropriately.
@@milaong9618 little early to say Chinese company's are doing great yea? They're philosophy is still state first or they're ceo's dissappear in the night sure we're a NEW country and NEWER economy powerhouse, but we don't require any business man to bow to the state quite like China hence they're economic decline as of last 4 months
@@matthewliek7935
Ha! That's in theory only that you don't require private companies to obey the state. It's not only your own, even other country's like toshiba, astrom, huawei etc were victimized by USA. I bet even Taiwan TSMC has been forced to build in USA. Ha ha ha. Always take note that USA always and never failed to project its disgusting intentions and bullying behaviors to China. It's unfortune that the supposedly superior democratic education and system has turned the world into obedient puppets of or intimidated by USA. It's only China that's courageous enough to stand for the right. That's why it's earning the ire of USA, designating China as its enemy and swearing to stop its progress. How obvious, but one would never awaken the ones who are feigning asleep. Whatever you said, we observe USA and China actions and derive our own conclusions away from MSM's.
Our conclusion : "USA is the no. 1 threat to the world. The no. 1 terrorist. The no. 1 world criminal, hypocrite, etc just fill in the blank.
Kudos to the production team! Paaacked to the brim with information. No fluff!
Been enjoying these CNBC videos about chip production!
THANK YOU CNBC for this video.
When I was a graduate student at Tx in late 70s, an teaching TI professor said in the classroom: ‘ we provide jobs in Taiwan. We feed them’. I were the only Taiwanese in the classroom. The feeling was burn into my mind. We all turn into dust one day, May be one day we all become one part of future chips. Peace!
那個時候 代工生產一些電子零件 台灣的積體電路才剛開始萌芽。那個時代Robert能到國外進修 一定是不簡單的人物。
From ashes to dust, from dust to chips.... rinse and repeat. :D
There was a lots of arrogance , that now US is paying for, we had the feeling here we are too good to do manufacturing, and let the cheaper labor be elsewhere, this is now coming back to bite US…when being a middleman is profitable , but only up to a point *******
they want to made chips closer to home??
apple and other electronics are mainly assembled in China, why they have to add transportation costs to ship chip from US? to add a carbon footprint? 😂
I think, in the end the tsmc Taiwan will produce the most high spec chip and the us will just produce the lower spec chip
@@OomBako - The US might produce high security military chips domestically which they don't want to fall into foreign hands due to national security/intellectual property. There's a reason why they build expensive factories along with high labor cost in the US. ;)
Impressive showing from this Arizona economic council guy, great and wide overview of the situation and importance of semiconductors and its role in the global supply chain (and the geopolitical pressures). Happy to also see the US govt pushing subsidies and I'm not even from here (I'm from Europe), but it benefits us all.
Now if he could just wear socks with those stupid dress shoes
sounds pretty anti-free market
@@Western_Decline free market? You are literally talking about technology that 1 or 2 companies in the entire world have. Individual parts are completely unique. That's a kind of race you make sure you are on the winning side of history if you care about your side. Simple as that.
Apple should.of chip in too no pun intended!
Considering Arizona and other states that rely on the Hoover dam are facing water shortages, it's a very bad spot to make a fab.
The amount of information crammed into this video is too much my brain couldn't keep up lmao.
Aside from that it's a very very well made video giving inside look on how these kinds of giant tech company works and every other companies that supports them
I live in a city that is only 5 miles away from the construction site. I’m excited to see the economic growth of North Phoenix.
Be ready for more asian people ... This people don't do thing that doesn't make sense ... Sounds fun
Repent to Jesus Christ!
“The law of the Lord is perfect, refreshing the soul. The statutes of the Lord are trustworthy, making wise the simple.”
Psalms 19:7 NIV
H
I saw that big ass plant they're building. It's about 2 miles in width overall. It's crazy. Expect to see tens of thousands of houses, stores and amenities cropping up in North Phoenix over the next 10 years. We best enjoy all this desert while it's still undeveloped.
@@infinitystuneshub111 These Asian people are helping America against China
@@Student0Toucher Why are you against China
Fascinating...imagine 3Nm fabrication!
Even more fascinating is that the former chairman of Intel, Andy Grove, wrote the book ("Only the Paranoid survive" ) on business competitiveness, on never being complacent, never letting your guard down...and yet it could be argued, this is exactly what happened at Intel.....Talk about irony of ironies..
So a lot of business book are full of the BS
You'd be surprised how many people do stuff the opposite of what they believe in
Andy's long gone and there aren't too many like him left at Intel
@Brian Browne: That is why Intel turns to US gov't for help. . . thievery! The US gov't will grab TSMC and Samsung for Intel via makeup charges. Then, the company would be forced to sell. Ah, here comes Intel who happens to be in the market for chip making business. US gov't did the same thing to Toshiba, Alstom , Tik Tok and Huawei. Huawei could barely hang on because China stood up to America's thievery. Recently, America just arrested the CFO of Nordstrom. Nordstrom does no business in USA. I can guarantee you that America will make up charges of fraud, etc. Recently, Katherine Tai requested Samsung and TSMC to submit their books for review, otherwise America will exercise other "options". Here comes the same old trick. What a shameful country.
What happened to Intel showcases the biggest weakness of capitalism. Intel's monopoly (before Ryzen) made it slow down innovation in order to maximize shareholder profits, all while AMD took advantage of Intel's incremental upgrades to bring cutting-edge CPUs at affordable prices and gain back market share. Intel is a greedy company.
The founder of TSMC Morris Chang was born in China (back then China was ruled by ROC). He moved to Taiwan with his family and grew up in Taiwan. He went to the US for college education and moved back to Taiwan after he worked a few years in the United States and holds dual citizenship of ROC Taiwan and USA.
Too bad the USA doesn’t recognize dual citizenship. So either one of them is invalid.
😯
@@jimmybuffet4970 The U.S. absolutely recognizes dual citizenship. Not sure what you're smoking.
@@todddammit4628 nah, he ate too much buffet
@@jimmybuffet4970 not true
Ah yes, i expect none other than Mr. Osborn himself as the CEO
Most underrated comment of the year.
Clearly, this specialization has led to very effective production, but also makes overall production of electronics fragile when it relies so heavily on the one producer.
And will continue to rely on it.
TSMC shouldn't come to USA until anti Asian is end
@@teemuvesala9575 Intel is building similar chip manufacturing facilities in Arizona and Ohio. Hopefully we will be selling sufficient on chips in the next few years. Now we need to work on becoming energy independent again. Also, we don't just need the highest spec chips. Even the less advanced chips are in higher demand for simple electronics
@@ChevTecGroup Intel is far behind TSMC. Intel is all PR with little to show for it. Intel themselves rely on TSMC to manufacture a lot of their own chips lmao. The most advanced chips Intel has coming up next will be mostly manufactured in TSMC as well, not at Intel.
@@teemuvesala9575 well as this video, and I stated, the most advanced chips are not the thing holding back production on all our electronics. All the less advanced chips are still used for everything from refrigerators and televisions to toys and equipment. Smartphones and computers are for from the only thing that uses chips. Your argument suffers from tunnel vision
It's kind of funny that TSMC might not be well known but I had never heard of them until I started wanting a new PC last year, I bet every gamer knows their name now
Tyler I have CPU’s to barter
@@tomevers6670 That's great but I want Xboxes
@@darkphoenix2 I have an extra one.
@@tomevers6670 oh wow I'm sure you'll sell it to me for the exact MSRP too
@@darkphoenix2 no, I’m holding onto it and see how much more I can get for it.
This video was REALLY eye-opening! Thanks, CNBC! 👍
Very informative. Thank you for uploading. 🌟
I love how there's an Intel chip on the thumbnail. Couldn't put an AMD or other chip that's actually built by TSMC.
I wondering if anyone else caught that. They're Intel chips in someone's hand when they mentioned the chips made my tsmc too
I hope Taiwan has an Operation Paper Clip in case. Their Human resources and talent is the most precise national asset they have.
TSMC keep all others Naro5 factory in Taiwan, future new fabs for Naro 3, 2 also in Taiwan. USA worry wars happen in Taiwan strait, so asking building one in US.
TSMC's rise illustrates a number of Adam Smith's concepts (e.g. value of specialization)
Intel couldn't get pass 7nm, whereas TSMC is from 3nml on to 2nml.
Don't forget EDA software and Asml .TSMC is nothing without 80% of u.s equipment.
@@willengel2458 nm is one thing, transistor density is another
Absolutely
@bcobb7777 Taiwan IT engineer's salary is only 1/3 of u.s for the same job .so they will be happy to move to u.s for better money and better future.
Wow! This is awesome.
I'm excited for TSMC to open more fabs in the USA. They are an industry leader, and the closer relationship with suppliers and customers is good for the industry, and good for the USA.
They are doing it bc Taiwan will eventually be invaded by China
Protect Taiwan at all cost, these people are great people and engineers
Or we could just try to make things again.
@@Raison_d-etre why don’t you start
When the US takes TSMC tech for their own, Taiwan will be done my friend...
@@Raison_d-etre I care about the liberty of taiwanese people idiot, it's not all about national interest in my mind and most people with something called empathy.
Not mention about all riots happened in the world such as Hong Kong riot, Tian An Men Protest which organized by ARMerica , only talk about war. In 250 years of existence as a nation, the US has fought against 29 sovereign countries. (In Fact, since 1785, US have been involved, for 219 years, in some kind of war. And this wars, against all varieties of sovereign nations. From going against the Sultan of Morocco, to invading the tiny island of Grenada. Well, this means that in its entire history, it has only had 17 years of peace, and even fewer, cuz here the almost 5 years (1861-1865), of its Civil War of Secession are not counted (Union/Confederates), since this war was not with another country, but against US. And the wars against the Native Nations of America are not counted too, for the same reason). Anyway: US fought against 29 countries. It has "Grown" 711 times the size of its territory from the original 13 colonies. It has provoked with total impunity, Genocides, inside and outside its own borders, and assassinations of Gov’t. Leaders, Coups d'État and Economic Blockades in 6 UN member nations. (Between 1947 and 1989, the US tried to change other nations gov’ts. 73 times. It includes 66 covert Ops. And 7 overt ones. In Civil Wars: The US has taken advantage of and intervened without justification in the following Civil Wars: In Cuba (1898 and 1960). In Haiti (1813 and then 1915-1934). In Colombia (1899-1902 and 1948). In Mexico (1847 and 1914 and again in 1916). In Russia (1918). In the "Republic Banana Wars" of Central America (1912-1934). In Venezuela (1945 and again in 1948). In China (1857, and 1900, and again in 1945-1946-1949). In Korea (1950-1953). In Viet Nam (1959-1975). In Panama (1964 and again 1989). In Central Africa (1969-1974 and 1982-1988). In Nicaragua (1937 and 1985). In Bosnia (1995). In the Philippines (1898 and 1900)... In Kosovo, Libya, Lebanon, Somalia, Sudan, Syria, Iraq, Iran, Yemen, Afghanistan, etc.). And more: US has almost 800 Military Bases scattered around the world; 93 of which are against China. On the other hand, China and N. Korea (The "Axis of Evil"), in 1,000 years of history have NEVER invaded anyone. These nations have fought their Civil Wars, defended themselves against foreign invasions, and secured their immediate borders, but they have never been meddling or aggressor countries. Do you know how many Military Bases China or N. Korea have outside their territory? None. Zero. Any. NADA! They do not have a single Base. These are verifiable facts. Neither China nor Korea will invade the world; US does... that's DONE, as US does in the Middle East. Iran also does not have a SINGLE MILITARY BASE outside its national territory, and it is surrounded by 16 US Bases, and it is US who call the Iranians Terrorists. Well, very good. You already know. Now, compare the Greatness of the US with the Greatness of China. The "Greatness" of the US is built on the foundations of Piracy, Slavery, Genocide, the Assassination of opponents, Opium Traffic, or Cocaine in its case, and is under the foundations of the weakness of other sovereign nations. LOL…..Chai from Malaysia..
"We've figured out how to fix the chip shortage... we'll make more chips!!"
- Doritos 2021'
Exactly! haha
There has been a sudden increase in Chip demand over the last few years.
Just the pandemic alone, lead to millions of people needing home PCs, we cams etc. to be able to work from home.
And cars have gotten more advanced, requiring many small computers per cars.
Now I’m craving Doritos….
Those are crisps, not “chips”.
@@TheLiamster you're probably from the UK.
You probably call french fries→chips and call chips→crisps.
I remember when we designed that crane. I requires specially made roadway just to move over land. I was working on the companies smallest crane at the time it was smaller than the hook block for that monster.
Great video. Definitely think TSMC is a good investment for the future. Chips are going to be in demand for decades to come, especially as more products become electrified.
TSMC shouldn't come to USA until anti Asian is end
@@jamepool2244what does anti Asia end mean
Taiwan (ROC) makes 64% of all the world's chip. TSMC is just the largest Foundry in Taiwan - not the only one.
PRC only makes 7.4%
so every country must defend Taiwan.
for the most advanced semiconductors, it's around 90%, there's little competition there, ROC has the infrastructure advantage.
Like Afghanistan
@@spider6660
Life expectany of Afghanistan is 65 years
Life expectany of China is 76 years
Life expectany of Taiwan is 81 years
China is more like Afghanistan than Taiwan is.
@@set3777 You can compare it with USA of 78 and China of 76 with such a huge population. After the Chinese revolution, rich people and landlords fled to Taiwan and peasants and workers remained in mainland. China is also a populous country in the world in which majority where poor once. But their lifestyle improvement is fastest than anyone.
@@set3777 US is 78, so do US life expectancy is more like Afghanistan's. Think twice before commenting stupid.
TSMC is reliable and reputable, customer privacy/IP protection is top notch.
Neth their filming policy is nothing special. Fabs don't permit anyone other than select persons with clearance to take pictures. Which is dumb because every technician uses a phone to get their job done. Whether it's taking a picture to see what the original state of something was before disassembling it to finding dropped screws :P
@@meegz149 Difference being that any mobile devices used inside TSMC adhere to strict security policies and are not allowed internet access beyond the local area network as well as a host of other requirements imposed on electronics used inside a fabrication facility
Hopefully that's the case.
TSMC needs to be careful. A wrong move that will bring down Taiwan's economy
He who controls the water controls the chips
Nicely done video. Lots of good info.
Imagine being in your prime, working for one of the most cutting edge companies in the world, designing and building devices that will be used by most of humanity in the modern world.
Same as working at McDonald’s
That was in the 60s-80s
yeah most of humanity will use... AS LONG AS THEY GOT MONEY.
@@mozambique9113 Need money? Get into religion or politics.
TSMC shouldn't come to USA until anti Asian is end and end
The 3nm chip scenario really highlights TSMC's market dominance. They're at least 3 years ahead of Intel, just wow. 😮
Biden administration is pressuring TSMC to give up its client lists, delivery schedule, order size, deal prices etc, in the name of national security. They said they need all those confidential commercial information to sort out the mess of chip shortage, and they have threatened to invoke the Defense Production Act to force TSMC to give up its trade secrets if they don't response. Biden may supply those information to Intel to give them an edge.
3nm doesn't mean what you think it means. It's not actually 3nm. The "nanometer" word is merely a buzzword-metric reference at this point. In reality their 3nm chips are probably using rea-world 14nm transistors (or similar size) but the performance benchmarking is equivalent as if it truly was a 3nm transistor.
I might be wrong though. Technology moves fast.
@@thejeffinvade really? Biden has no say in TSMC :/ It’s a Taiwanese company. US has no power over it.
Currently, Intel is only one generation behind TSMC. I am not sure where you got 3 years from. Besides TSMC is having issues with 3nm.
@@bloodaid nope. Thats only true for Intel. Intel makes 10nm transistors now but its performance is equivalent to tsmc 7nm so they renamed it to 7nm. Intel plans to make true 7nm in near future but renamed it to 5nm cuz its performance is equivalent to tsmc 5nm
This was a great piece of journalism, thank you for putting in the work. What an amazing job by Arizona to capture all that business and TSMC for building in America.
Believe the citizen of Russia, all the US media constantly either lie or hide information. This video did not talk about the motivation of TSMC. And she is simple. In the US, it is not profitable to have a complex production, but there are still consumers of chips in the US. Therefore, TSMC is moving some of its outdated production there. In Russia, we had production lines for the assembly of Ford cars, which could not stand the competition with Russian and Chinese models. It is the same.
Great educational content..thanks
Building a fab in the middle of the desert. Well done.
This is why Taiwan MUST remain independent.
Thanks for Comments don't forget to hit the subscription bottun
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What's app me ☝🏻☝🏻
Nope, the only reason they are still independent is because of TSMC. Once the new factory in U.S is finish. The united states will now be aggressively push political interest over taiwan. They no longer care if taiwan go to war and get destroyed by china. They have chip manufacturing at home.
@@ChibiKeruchan As if one fab, owned by a Taiwanese company with all the R&D still in Taiwan would allow for such a shift... funny joker you are.
@@ChibiKeruchan well its just one factory, and why would we want china to have access to this high tech?
ASML is the real underestimated factor here
My country is a lapdog.
.. and Carl Zeus for the optics and the American company that makes the sophisticated laser they use...
Acually ASML is exaggerated factor here, you can not make chips at all without equipments made by Applied Materials, Lam Research,...
@@JigilJigil ASML is the reason to able to produce small chips. They are the only one who can create an EUV machine. Its tech and know how. Developed many years. ASML is not know and undervalued. Your reply says it all.
@@mathijs9365 People know about ASML. Everyone familiar with the industry knows it. Now, who makes the components of ASML's massive machines? Thousands of suppliers down the chain do. ASML is not the root. The EUV technology goes far deeper than ASML.
Great video and very informative . Thanks for sharing
this is amazing, really great information and shows how impactful it all really is.
Tech's equivalent of a nuclear deterrent.
What excellent reporting. Well done!
Finally, I have seen some good news! :) A fab will be built in Japan too by the way.
your videos are very good and have a wide message thank you
Strengthening the ties between Taiwan and the USA. I like it, and I bet the country of Taiwan likes it.
Taiwanese president already falling in love with American presidents .She is single and old Joe is definitely her dish.
The overly fragile & sensitive Communist China is gonna be upset if she hears you calling Taiwan a country. Remember John Cena?
China/CCP owns Alphabte/Google. Look at TH-cam's founder. Make pro Taiwan comments and many of them get deleted.
@Flamed65 yup just like Zootopia
@@rogeryeo481 :-)
THIS is what China really wants. "He who controls the chips controls the universe."
Bingo!!!
而台灣正在控制著中國
@@user-jasonyou8888 Funny, an island
Sinophobia
@@europec2082 A phobia is an irrational fear. Anyone in the relatively free world who doesn't have a healthy fear of China is burying his/her head in the sand.
Glad coming to Arizona. Invested in them. US needs to support local chip fabs
Excellent content ...
Beautifully researched.....keep up the good work 👍
good video , to explain what's going on !! good job
this is the most interesting fab i have experienced on youtube
This some great review.
Living about two miles away from the new AZ site in north Phoenix, this is hardly "in the middle of the desert", but glad to see it going up.
Your house price is about soar even more
Ex CIA head once said microchip is the modern oil and wars would be fought for it.
@Mosinlogan Congratulations, you've figured out the reason China is recently so possessive of Taiwan.
This is the reason why China wants to invade Taiwn and take control of the chip manufacturing. Advanced warfare requires advanced chip technology.
Lol, war can breakout for anything... it could be even just for toilet paper.
@Mosinlogan not just Taiwan at stake, but also SoKor too. This has all been part of a script. Terrorists. Now Siliconwars... Both problems manufactured over a long period of time.
@@edmhie1 You do know that most technologies even advanced use 14nm right? China can produce 14nm. A lot of America's systems still run on windows xp and they pay Microsoft hefty sums to keep it updated and running for them. China within 5 years is going to catch everyone in semiconductors or provide a product good enough to compete. They've always been able to do this with almost every industry for 30 years. Just look at their growth statistics of EVERY SINGLE INDUSTRY from 1980 - 2019.
Thank you.
The move from TSMC to add a high end FAB in the US could actually help negate a US/China/Taiwan conflict.
On the contrary 😂
😂😂
ASML looks like a good buy
You are right but also about 3 year too late to realize this.
still a good buy.
ASML is not for sale
@@jethrolai No
@@mentos93 Yes it is. Trades for €676 per share
One of the biggest requirements for a chip making plant is a massive supply of clean water. So TSMC did the logical thing. They built their plant in a DESERT!
bet my bottom dollar they'll build a multibillion dollar pipeline from the great lakes since the Colorado is dwindling
This, the tax incentive will bite this company in a decade when the water runs out or they have to import water which defeats the whole purpose
@@LuckyDuckie115 I used to help build foundries in the US. By the time the tax incentives ran out those fabs were outdated and Intel just moved out of CO and NM.
Did any of the commenters actually watch this video? The water will be recycled.
An upside to arizona is it has no natural disasters. No earthquakes, hurricanes, or tsunamis. Just heat.
Every recession or crisis bring a lot of amazing opportunities, chips are now one of them... I really like ASML as there's nobody like them on the surface of this planet!
they've been an amazing opportunity for quite some time. They've been around for over 60 years.
great information
When you leave important long term decisions to short term bean counter MBAs, you get Intel, Chevy, Ford, and basically most corporations in the USA that has exported all it's components and jobs overseas.....resulting in the current clusterfuck we are experiencing. But, at least those MBAs hit their quarterly profits.
Nice to meet you here, can we make friends
Haha. The bean counter MBA's are choosing places with the most relaxed regulations and cheapest capital. That's been common practice for centuries. Corporations become global forces when it benefits them. The quarterly earnings always must increase. 😁 💰 🤑
Boom
Couldn't have said it better myself.
And still poor Americans blame Immigrants of stealing jobs in US.
Dumbama blamed outsourcing IT jobs for american Job loss while their own american companies where destroying american dreams.
ASML, the proud of The Netherlands 🇳🇱 !!!
hush, blijft stil!
ASML is the true monopoly.
ASML itself is dependent on US tech.Without US tech ASML is nothing
Carl Zeiss is the true ruler of the world. All those ASML machines wouldn't do much without their optics.
*TSMC - THE PRIDE OF THE NATION OF TAIWAN*
Morris Chang is the goat
Taiwan is not officially a "Nation", yet.
I got PhD in semiconductors few years ago. But back then it was such a hustle to get a real job in this industry. Few plants in Europe, mostly doing research. Huge competition for a good position. So I've left for good, switched to programming. I am sure there are tons of specialist in semiconductors in US. You just have to convince them to return to their semiconductors occupation from their current jobs. I am afraid it's possible only if you pay them at least what people have in IT. These would make chips price increase even more. So basically it's all about the Moore's law, it doesn't matter how many new fabs you build. It's gonna be constant exponentially rising demand, shortage and higher prices. During a decade or so, until new quantum technology become industrial. The Silicon has reached the bottom.
TSMC is one of most popular employer in Taiwan. Some people complain college degree human resource doing "push buttons" jobs in TSMC. This cannot happen in USA. STEM graduates have too many choices there. And people in TSMC are workhorses. Yeah, you know east asian work culture. It's hard to copy that in US.
Some of the companies mentioned, Broadcom, Qualcomm, nVIDIA, never had fabs. And Apple too! They came into prominence because of the TSMC foundry model. The fabless design and foundry eco-system is what allowed innovation to flourish, and create the diversity of smart electronics and software pervasive in all aspects of our lives today. If it had been kept as the vertical Intel model, we would have been stuck with a slow-moving monopoly like the old telcos. There would be no internet, smartphones, FB, Google, Netflix, and the YT video which I'm responding to on my e-pad!
Nice to meet you here, can we make friends
TSMC shouldn't come to USA until anti Asian is end
BS! It was done to reduce costs and raise stock price by greedy Republican Co. decision makers who had huge stock incentives as part of their compensation. FACT!!
It’s “Taiwan’s president”, not leader!
They Can't Say It Because of China.
After All, They're Gonna Ban in China.
More like Provincial governor. Taiwan is an island/province of China.
@@tenchichrono +500 social credit
@@TommyTom21 Go ahead, you are entitled 1000 bucks from the US govt. oh wait, the US does not recognize Taiwan as an independent country.
@@TheRedland284 +10 social credit
Wow!!!!!! The 1st "computer" I ever owned, in 1983, had a CPU (IC) with about 8,500 transistors in/on it!!!!!!!
The Zilog Z80! LOL And I had a blast with that slow mo'fo!!!! :)
Very important information.
CNBC should make a similar video about ASML
4:42 Well thats the largest understatment ever, "ONLY one company", I mean i get that its simpliefied for the video, but there are an insane amount of suppliers and companies working with ASML from Zeiss who makes the lens, companies who make the lasers etc...
And only ASML knows how to put it all together to build the euv machines.
ASML owns a 24.9% stake in Zeiss SMT which makes its UV mirrors. The UV lasers are built by Cymer in the US which is wholely owned by ASML.
That's the same with any high tech complicated product, but there usually are a number of competing products to choose from. CNBC isn't oversimplifying the reality here; ASML is the only manufacturer of this particular complicated chip making tool and there is no one else with a competing product a chip manufacturer can turn to if they want to produce the most advanced chips today.
@@Glenintheden true, but they do rely on their specialty suppliers. The euv mirrors are built to a tolerance that only ziess manufactures to, after decades of focused research and partnership with asml. Asml can't simply hand anyone that spec sheet and expect a product close to what they need.
@ArcticPoise: This is a propaganda, planning for the next step. America is at it again. . . thievery. If you don't know America's tactic, check what happened to Toshiba, Alstom, Tik Tok, Huawei, etc. Recently, Katherine Tai asked Samsung and TSMC to submit their books for review within 45 days, otherwise America will exercise other options. . . what a shameful country! As Mike Pompeo said, "we lied, cheated and stole all the time."
About damn time TSMC. Samsung Semiconductor has been in America since 1994, almost 30 years in Austin, Texas.
Oh! Wow! After over three decades of outsourcing manufacturing overseas, executives are surprised that manufacturing is overseas.
I think a fab is also planned in India.
The Govt is wholeheartedly backing the project.
Good to diversify supply points of critical stuff.
Nice so there is knowledge transfer happening at the same time from Taiwan to the US. This should enable the recruitement of more geniuses in that field when combined with US and Taiwan to continue the evolution of Chips. Kudos to Taiwan for getting a lead on this technology.
TSMC shouldn't come to USA until anti Asian is
Who else is excited af! For the fab facility in Arizona!!!!!!
Largest crane for the tiniest chip manufacturing, how fascinating!
Kind of crazy that guy has been negotiating these contracts for the last 5 years, before the pandemic. We do TRY to get ahead but ultimately we are too slow
More crazy is his lack of socks and really short pants.
@@Ryaninja no shot didn’t even notice it but now I can’t stop looking
@@Ryaninja I saw that lol
Yep, I scrolled through the comments to see if I was the only person who noticed this.
Actually, TSMC did an investigation into why their clients are touting chip shortages when TSMC is at full 100% chip capacity. Their conclusion was that some of their client's are intentionally hoarding chips to artificially keep prices high. Follow the $$
And why are they doing it 😓
Chad market manipulation
Probably China, they ate hoarding everything!
You realize that "100% chip capacity" means they can't produce chips any faster right? The suspicious thing would be if they were at 50% capacity and companies were claiming shortage.
The fact of the matter is, in the past 10 and especially 5 years, there has been a drastic increase in the amount of products that have chips in them. And on top of that the economies of most developing countries has finally reached a point where many of the citizens can actually get phones and other devices now, the available market has absolutely exploded in the last decade while new FAB production didn't keep up. It kind of blind-sided the industry.
Throw a global lockdown on top of that where hundreds of millions of people start buying electronics because they're spending more time at home or need a better PC to do work from home, and it made the problem even worse. (and nevermind the rise of EVs which require more complicated chips than a traditional gas vehicle, and vehicles in general starting to put what are essentially PCs in the center console.)
Does not make sense. If they are hoarding chips, are they not shooting themselves in the foot because the scarcity of chips caused by hoarding forced them to cut production and in the process put their companies in financial jeopardy.
We must keep supporting and defending TAIWAN!!!!! Do not let China take over!!!!
I'm so happy with paint samples.