Sanctions: US Has Destroyed China's Chip Industry
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- เผยแพร่เมื่อ 22 ส.ค. 2024
- From Episode 9 of the #IndianInterest Podcast.
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India too need to take this into account and develop technical know how from end to end , enabling self dependent.
So no other country is in position to do so to us (india)
Great lesson to be learned
India is already working on it for last 2-3 years and pretty soon we will have local chips
Lesson is don’t be a asshole country
In this silicon world, technology is gold & money maker we need to tap the water we have massive population which needs affordable home utensils , computers, mobile we should stand & build semiconductor foundaries then expand from it think government already started in Tamil Nadu, Gujarat few states atleast 2-4 yr to enjoy fruit of labor.
@@amaragrawal9987 That's good & all but my question is that are we a bit late from stepping our foot into chip manufacturing???
.
OR
.
Does this step require a long procedure to be followed which firstly involves proving our might into manufacturing screens, iphones, led lights etc. so that a trust factor and an environment of electronic manufacturing can be set up???
.
IN OTHER WORDS
.
Why weren't we able to start the process of chip manufacturing in 2014 as soon as Modi Govt. came to power??? (because I have no hope from the previous UPA Govt.)
@@harjeetsinghbrar6987 it's never too late to start anything but crucial opportunities have been lost. We can only try to make up for it in the future
This is problematic..
Americans could literally Annihilate our assets way before we find a dollar alternative..
We need immediate and massive increments in our Gold reserves
Couldn't agree more. But in the absence of gold , we could start rupee exchange with gold backed currencies like the ruble.
No, what we need is to shut our mouth and grow quietly for the next 80 years without making nationalistic noise like the Chinese. Even when we are bigger than America, we would still be at their mercy for tech. There is a reason the gold standard was dropped and that reason is that it doesn't work. And diversifying from the dollar is just a dream for now.
@@person1858 fiat currency is easier to trade with than gold
@@millevenon5853 I agree.
@@person1858 shut your mouth cause once america was nothinhg.😂
Chip making requires three critical components. Ultra refined materials, Chip design, Precision machines for foundry. China has refined materials and can get more if they want. Chip design comes from solely US and its companies like AMD, Intel etc. And S Korea, Taiwan get the machines from Netherlands, only maker of precision instruments. So, with a single 'export control' sanction, the US has cut off any and all potential rivals, specially, China to gain control over chip market.
This... This is an ability of a super-power.
I suppose this could cripple Russia as well because the country imports most of its semiconductor requirements from China and Taiwan. Although Russia and China could collaborate to overcome this problem, Russia does not fully trust China esp over military requirements.
Thing is , if India puts serious effort , we can do all 3 of these in less than 15 years .
India has IT capabilities and precise material refining capabilities. gov is working on setting up foundries
Reminds me of another SP - Inja🤣.
@@amaragrawal9987 Let's hope that it bears fruit with time in the way we desire.
Ram ram 🚩🚩🚩 Abhijit sir
Love from West bengal
Who thought biden had the guts to do something like this with china😅😅
Biden was senator which blocked cryogenic engine transfer to India during 90s, ofcourse he thinks fir their country we have dumb politicians giving freebies & one trying to cure general population in school system 😩& want minority pm when do these think about building nation instead of their bank account or family tree
Its not biden tho. Its some faceless unelected individuals that run america.
It's not biden, it's secret power, which did this.Bro follow sir podcast, you will know it too.
I work for some of the top semiconductor companies in the West, off-shore centers in China are still a major component in design and development of new chips. Irrespective of what anybody says, companies will still use these centers in the same way to continue their businesses , and fulfill their goals.
I agree. Saying the Chinese chip-making industry is reduced to zero is a gross over exaggeration.
We will see..
HI I APPRECIATE YOUR KNOWLEDGE AND WISDOM ON YOUR VIDEOS
OK NICE TO KNOW THAT
Vedanta (one of their private subsidiaries) is getting into chip manufacturing in India. It will be the 1st for us....better late than never.
One more is there , ismc also to set up a factory.
They have partnered with Foxconn to set up the plant. The exact details have not yet been publicly published, but Foxconn only has capability to manufacture upto 22nm process node chips, not beyond that. That is a very old technology by current standards, so it's not a win for India by huge margin.
@@akashekhar many devices run on 22 and 28nm , getting the infra and know how is important. Later it can be accelerated to lower nodes , so getting know how and setting up the infra is itself a huge win initially.
@@AbcDef-el9jl I don't think so. We already have government owned chip manufacturing facilities since decades, and we can only produce upto 180nm today. We have not advanced much in chip manufacturing nodes even after having the "know hows" of older node techs.
We can buy as many process node technologies as we want, but unless we fix our education system, we cannot become self-reliant on development of these technologies.
@@akashekhar bro 22nm chips can be used for electric vehicles and other automobiles if we can start at 22nm then in next 15 to 20 years we can match other superpower semiconductor nations
well explained!
#askabhijit has india made a mistake by not using it soft power like its cinema,for example k-pop and how Korea used it for their culture influence and how it benifits them economically around the world and japense anime and how they used it as their cultural influence and how china does today and how america did by showing america greatest and saviour of world in their cinema which Bollywood never and always insulted India and hindu culture has it effected india culture influence and on some level with economic loss
Abhijit has already touched upon the subject of soft-power. He basically said that soft-power is worthless if there is no hard-power (economy, military) to back it up. Korea and Japan are huge economies. K-Pop has been only recently been popularized but anime has been popular for decades. The reason is that Japan became an economic powerhouse before Korea, so Japan's soft power (anime) dominated before Korea's Kpop.
Koreans r totally westernised. They have lost their culture. Its just a copy of west. Theres no soft power in it.
@@akashekhar thanks for answering bro but i meant like how culture impact effect our respect like many westerners think of India as poverty disease and taj mahal because of bollywood and how america and westerners show it we need to be economic powerhouse i know that like china did but the westerners are very racist against bhartiya and hindus and think only cow dung and urine of Dharm which they are not against japense and korean because of their cultural influence and for recent example how rrr portrayed its culture influence its became global hit so i want indian cinema to do that not glorifying taj mahal and Mughal but indina kings and hindu culture
@@aryan5415 For better or for worse, Bollywood (Indian cinema in general) is not a powerful soft-power, so it doesn't matter very much what they portray of India. Bollywood is not as popular in the West as you think it is. Most Westerner's impression of Bollywood is not beyond "dancing on the streets" and "ridiculous action scenes".
@@akashekhar i know this i am talking of Indian cinema like south industry like they portrayed india and the reason bollywood is not popular that much because of what they have done till now not making good films just copying and etc etc
Chip Industry is not a joke that it will be instantly destroyed by US sanctions. China is playing in this game since the last 10 years, they have experience and technology which will take India years to match.
China does not have an advanced Chip design tech like USA. Every country in the world that designs chip is at the mercy of US sanctions because USA is the only country with such tech.
India will match and exceed China quite quickly, because plain and simple, the developed world likes us better and they are happier to share tech with us than with China.
@@person1858 funny that you think development can be done with other's mercy.
@@logic001 That is the only way for development to happen. Globalisation is irreversible at this point and self sufficiency is a myth. Also, know your place. We Indians need a long time to catch up on technology. Sure, we can innovate, but so can the west. Tell me one major area of technology where India has beaten the west. I'll wait. To give you an idea of how far ahead the west is, China was unable to manufacture the tip of a ball point pen until 2017. They did not have the tech, they were importing it from the west. China is industrialised. India is not even industrialised and you think we can make 5 nanometer computer chips without outside help. What a joke. To make a computer chip, you need lithography machines, which only American allies can make, the tools to maintain those machines are made in America, the designing and intellectual property for those chips is American. Are we going to do all this on our own? How? All our best graduates move to America and do this work for them. We can barely even compete with Bangladesh on making textiles.
@@akashekhar You are correct and I completely agree with you.
Remember if Usa can do it for China, then it can be done for Bharat too.
@Debajyoti Patra Oh! We are challenging US in the fin-tech sector. Not just challenging but leading.
@Debajyoti Patra NO, Vedanta-Foxcon will be manufecturing 28nm only lol. not cutting edge . 28nm is several years old today 5nm is producing
@@harjeetsinghbrar6987 o we are not. we are doing nothing... we are so corrupt and greedy we are the worst country ever.
@@whocares3132 You don't know horse shit about fintech .. No body comes close to us in this segment .
@@harjeetsinghbrar6987 No. We are not. UPI is unique, but only because the government did it. Not for any technological reasons, in terms of things like crypto, banking, the sophistication of our financial markets, we are still no match for the developed world. Not even close.
This is targeted towards advanced nodes only. Meaning targeted at advanced processors viz. AI , ML etc… this will not have much impact on lower design nodes like 180 nm or so on. A lot can still be achieved with stable well established lower nodes. Losing Taiwan will have an impact on advance nodes. This is more of a slowdown rather than a full stopper
Hi Abhijit, I am in silicon valley and involved with semicon. I am so disappointed with Modi government and also with all so called Indian tech companies and tycoons that semiconductor/ displays manufacturing in India are not on their top priority. Indian outsourcing giants like Infosys, Cognizants, TCS never diversified in anything and happy just with 3-4 decades old business model despite garnering humongous surplus capital. It's pretty narrow vision compared to when I look at American entrepreneurs, tech companies or even political establishment. Worst thing that most of tech firms top executives and engineers are Indians but these companies manufacture in countries like Korea, Malaysia, Taiwan, now Vietnam. Indians are all gaga these days with Make in India but they should know that India can not manufacture a chip for washing machine, microvave, cellphone. Its very sad. Ashwini Vaishnava is not a competent man. Need someone like Jaishankar or they should find someone like me. Micron (Sanjay Malhotra) Investing $100B in New York state, Intel $100B in Ohio. Nvidia, Intel, ASMAL, Micron, Lam Research, AMAT, AMD, Global Foundry, QUALCOMM, Texas Instruments, Broadcom, Marvel, ASM, ST have no manufacturing footprint in India despite having massive Indian talent pool in it's workforce. Young Parag Agrawal was fired lately by Musk but if this guy has any ego should have created a world-class Indian social media brand even if it has a leftist bias... but what he choose instead is to find an another job of engineer with Facebook. Please share your contact details and we can talk further and hash out a strategy🙏🙏
cann't agree more.
Ur way too emotional bruh.
Wonder if this sanction is a long term one or only till US mid-term elections!!
In any case, Netherlands is not playing the ball and has not yet confirmed export control of precision machines needed for chip making.
ASML literally released a memo prohibiting their employees to 'temporarily' stop their business with Chinese clients and ordered their US citizens and employees working in China to get out.
Netherlands uses a lot of us patented technology and hence they have no option but to play bal
They can always use industrial espionage to get information about chip design and manufacturing, chinese have a widespread network of patriotic citizens working in big tech.
May be china also should tell its people working in America to come back🤣
They are China's prime source of stolen information. Of course they would never do that
then who will spy on USA?
Actually, I would like to add some points here.
1. There is something called rare earth metals. China has only 10% of worlds supply but they refine 70% of worlds Rare earth refining tech. So now after US sanctions, China will impose export quotas on RARE EARTHS. they have been doing it for quite some time now. Now that will intensify
2. Chinese are essentially writing blank cheques to their homegrown industries. Just recently SMIC acheived a breakthrough in 7nm chips. So yeah this may hurt in short term. But long term, not much
3. Due to Russian war in Ukraine, US led west stopped giving work visas to Russians. So you know how this will go. Nobody knows this but Russia is a technology powerhouse. They have best scientists. What is stopping china on hiring Russian scientists? Nothing.
4. Now because of Russia and China determination, we can see huge innovation in Chinese and Russian chip industries.
My analysis!
Russia is not good at chip design or manufacturing. Russians are good computer engineers but not that good (compared to US) electrical engineers. Russians don't have a relevant domestic chip designing or manufacturing industry.
@@akashekhar agree and Russia can go back to Soviet style state sanctioned innovation.
Seems war is slowly engulfing we need to make opportunity from this crisis as we did in covid times towards Aatmanirbhar bhaarat , Jaihind
Sir pls make more videos in Hindi
Jai Hind 🇮🇳🇮🇳
Good morning 🌞 Abhijit sir....
Your podcasts awesome as usual...
Have a great day big brother🙏🙏
I love your content abhijit sir..may seem callous buttt...inspite of everything my country has to offer , the major part of my respect and patriotism towards my country stems from the fact that it has people like you ...
Good morning Abhijit Sir... You are a gem 💎...
China has its own state enterprise to make chips SMIC and they are not very far behind. In fact, they already have 7nm technology, by what means is a different matter but they have it. So I'm not sure how impactful these sanctions will be at this stage.
The US has taken the extreme step of asking all its nationals working in the semi-conductor industry in china to resign forthwith and return to the US, or risk losing citizenship, obviously to safeguard what it considers its vital interests in its trade war against china. But under similar circumstances, can our country take such steps? The US itself may criticise India for acting in violation international agreements; but the anti-national elements within our country will be most strident in protests against the government of their own country, and may engineer and orchestrate street demonstrations with clandestine support from our enemies from abroad. Our government needs to take these factors into account and devise ways, including bringing in new legislations if required to arm itself for dealing with such protests in future.
I think this is probably the first "super-power" card the US has played.
Best opportunity for India to grab this chance and get these industries here.
Lol, it's a chance for the industries to shift back to USA.
@@akashekhar usa lacks cheap labour u idiot
Many companies are moving chip manufacturing to India. What is the possibility that in the future US will do the same to India?
India must learn from this how we have to self reliant in all areas
#AskAbhijit
Sir if I have to take a decision which is harmful for myself and for my enemy too,how do we calculate that our decision is good or not ?
#AskAbhijit Sir there is mentioned of salva kingdom in Mahabharat !!! Is that a russian kingdom ??? Russians called themselves salvas
I think they call themselves "slavs" not "salvas".
Yes. I don't know why but most people are not talking about it. Only a leftist youtuber , 'Soch by Mohak mangal' recently uploaded video about it. But it is an important development.
Whenever AC says map map map I remember Dora the explorer
Thank you Sir.
Cadbury is putting beef gelatin, in its gelatin based products.. Kindly spread the word.. It's written in their website. Halal products.
We can do everything cuz we have human resource which is best in the world
Great👏
Is there any geopolitical connection that happening with Indian cricket team in Australia?
first know little bit about geopolitics and then you will find out connection .stop spreading wokeism .don't you have bathroom in your house.if yes why you came in comment section . you wokes🤮🤮🤮🤮🤮🤮🤮🤮🤮🤮🤮🤮🤮🤮🤮🤮🤮🤮🤮🤮💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩💩🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽🚽
Nobody cares about cricket outside India, Australia doesn't put much money into it
no
@@pranshuaggarwalji8253 doesn't matter who invest money or don't invest .we(BCCI)generate revenue of more than 2 billion dollars yearly. that's why we invest in this sport
There are so many people from different countries working in China in various fields, from science and tech to software etc. Germans are top among them. China is basically doing what usa has done in the past.
Imagine if every country does what us has done, china could litetally come to a standstill.
Why is it not in news ?
Is there a possibility, using the citizenship threat, we can also stop brain drain to hostile countries like US UK etc.
we can't, for obvious reasons of unemployment and international agreements.
India already do not accept dual citizenship. Those people who leave India they give up Indian passport
No. Because if a super talented, hyper educated person is given a choice between being an Indian citizen or an American, not many will give up the chance to migrate to a richer country.
#AskAbhijit Can explain the history of child marriage in Bharat ? and how child marriage was acceptable in our culture and how we ended up treating young women in Bharat cruelly in these past centuries, even if we know it is adharma.
Grt update sir 👍
Was Abraham Lincoln had a dark side as Mr. Gandhi????
Question is are Chinese are so unimaginative what US could do, I think there is more to it than what we know at this point.
I am here! ✨⚜️Tat TVAM ask ⚜️✨
Why BJP didn't remove Waqf 1995 rule? #AskAbhijit
Sir can you please answer to this, the company which makes machines for chip making ASML, has been asked to not give newer tech chip making machines of newer lithography tech, but ASML has found a loop in the sanctions and are selling China the pervious gen machines (only a generation before),
So what are your opinions on this.
#AskAbhijit
Prof Chavda your insight is essential to understand the full geopolitical spectrum, grazie mile
Sir please help me in getting this wide amount of knowledge
I mean our historybook or other sources which you wanna suggest to read
sir phir china ke log bhi toh h vacant seats pe voh bhi toh aa jayenge . aur jaisa ki aapne kaha tha china mein bhi rich aur poor person ka bhi toh gap voh vaha fill up ho jayenga. pta nhi kya yeh mera thought process correct hai? agar nhi toh btado mere knowledge grow hogi
sir do u know how many Americans work in Chinese chip companies. china mostly manufacturers chip. the design happens in US. don't understand how the manufacturing will impact bcoz all the workers and management are Chinese
#AskAbhijit Sir can you please explain the ongoing controversy between the government of india and Google on how they use unfair trade practises to hinder our it economy also thier arrogant reply to the government of india.
Also why are there no indian alternatives to web browsers like google and safari even though we have soo many coders .
PS: A big fan of you Sir i watch all your videos please increase the frequency of your videos.
👌👌👌
Sir I am you first viewer of this video
Conclusion : Never Bet against America 🇺🇸
Even usa had made a package for 280 billion dollar for semiconductor factory like India gave of 10 billion dollar 1 year ago and looking at this 10 billion Foxconn came to india
Lesson : buy mobiles, tv , computer now
How is USA a democracy with just 2 parties?? 🤣
so now they will hire locally.. give in 2 months
If #usa is trying to build their own chip making industry then this also means that #china could be allowed to take over #taiwan
This is a major thing to think of as all major IT Sector and new cyber hubs created in our country which is making us software exporters is also very critical as almost all of them are from US or its vadala ...and if tomorrow we get sanctions because of Russia ...it can prove to be a major blow
Why US has to impose sanctions on China, what is the reason behind it ? Is it because of the Taiwan-china issue ?
Today's it is 🍿for us,
But US will do the same to India if India have a chance to surpass US GDP in the future right.
Can't you make video in hindi so that your voice reached to urban areas also sir
#Askabhijit. Did chandragupta maurya had accept Jainism
Now that's a news. I am sure indian media will bring few mullahs as usual and debate with them if they can certify india as secular.
What if China stops all electronica supply
They will suffer and its a opportunity for India to ramp up electronic manufacturing
cant india be manifacture semconductors. we dont have enough silicon?
We dont have the technology and expertise
@@souravrai2227 what the use of this cut throat competition fo iits😂
no raw material no technology experience no expertise to make brain cell architecture chips but all can be solved if Big corporates & taiwan expertise & US companies like Intel Micron helps Indian govt
@@lifeisnothingbuttorturepai4610 IIT is a good stepping stone to reach US universities, where the actual fundamental research happens.
The industry is ridiculously complicated. We don't have the infrastructure, expertise, tech, or other parts of the supply chain. It is much more than raw materials. We are trying now, let us see...
But China bought a german chip company last week.they can also gain chips through Europe
"they can also gain chips through Europe"
No they can't, because most European countries are vassal states of America.
🤔
🌾👎🌐 😥It is suggested by US unless atitude definitely changeable which is problem it's importance not tobe ignored
Surely China will figure out a way to tackle this issue.
Where's the map 😂😂😂
#askabhijit sir do you know about Andrew tate, I want to know your views about his ideals and ideas, I do not support his views and....thoughts on India and....I feel like whether he is very correct and super intellectual about other things in the world..... he's not accurately analysing or has analysed Indian case
And.....he needs to know better before speaking things about India or he should not speak anything about India at all
Taiwan has Other Geo-political usage and addition to the Chip industry.
Hey if Taiwan could develop expertise in Chip manufacturing.. Why can't China develop on their own?
It's called leverage. Taiwan was successful in developing their domestic chip manufacturing industry in the 90s but China did not focus on that. China entered late and still struggling to even catch up to Taiwan in chip tech.
@@akashekhar I am wondering.. If they could master nukes.. Chip manufacturing should be a piece of cake.. isn't it?
@@harishvarma8066 Nuclear weapon technology is much much older than chip manufacturing technology.
There are tranches to nuclear technology as well, and America is the leader in nuclear technology even today. China has nuclear weapons, but not the latest nuclear technology. Nuke bombs are not the only application of nuclear science.
Taiwan has an upper hand in semiconductors since a very long time… currently TSMC (1st semiconductor industry in the world) produces 5nm chips in Taiwan only even after setting up plants in various countries like US.. China is no where near 5nm and it’s quite obvious that US and China want to have a hand in the 5nm.
Said that Taiwan is already knows the current situation and would not try to hand over this piece into both US or China.
Status quo is the key to progress I guess 😅
Overall Nukes are clearly easy to get Semiconductors need infrastructure and facilities not so easy
@@harishvarma8066 Well no. America has the strongest military and No.2 largest nuclear arsenal. But they themselves are struggling to make chips.
Chip making is completely different. You need a chemical called "pure water", it is needed to make chips. America doesn't have pure water resources, its incredibly costly. Taiwan has natural abundance of pure water.
Can I tell you a little sad fact?
. Today is China tomorrow maybe you.
Nah....Chinese exports booming
this is atrocious