Finally this show actually brings a semiconductor expert for (starter) discussion. It was cringy watching Rising and Realignment when hosts/guests talk about “chip shortage” “SC crisis” without knowing a single bit about fab operations
Maybe for next time, someone can deep dive into legacy/higher node devices that’s causing the SC issue now. Also hoping someone could talk deeper about Moore’s law and it’s anthropological effect on human society, how it shapes much of the global labor/societal issues today
Chris Miller is no semiconductor expert, he is History Major(who works as professor in foreign policy) with no technical knowledge regarding semiconductors or semiconductor industry. I agree with you, the Realignment needs actually to get proper expert on the topics.
It is worth noting that vehicles are dependent not on cutting edge fabrication process but much older process. Vehicle manufacturers also cut back orders for chips also leading to the shortage. While these facts highlight issues with the vehicle industry, the “shortage” also demonstrates what may happen in an ACTUAL chip shortage, such as a Taiwan straight incident.
You are right and this guest should’ve brought more larger node semiconductors in discussion. However, at the time CHIPS act was drafted by SEMI and SIA in 2018/19, we didn’t foresee the type of market shift and disruption from Covid consumer habits. Not surprised the bill hasn’t changed course since then. Maybe we’re expecting all Euro/Japanese IDMs/foundries to cover that hole on their own
I literally came here to write same thing Mr Miller is history Major with focus of foreign policy and has no real knowledge about semiconductors and this shows. I have a felling that he thinks that all semicoductors are either CPU or GPU. It seems that he also has no idea that there are plenty of other types of semiconductors that are produced by different companies and have vastly different uses. There are much more manufactures than Samsung, Intel and TSMC, especialy in other areas such as vehicles and electronics.
@@genuinennessbefitting4734 definitely more than you and Mr Miller. You know it comes from working in semiconductor industry. Mr Miller is history major and this interview clearly makes it visible, that he has only very basic understanding of semiconductor manufacturing.
Good interview. The one point I'd quibble with though is the idea that the government is any good about technology investing. Some benefits have occurred, but much of that is through brute force. So much has been wasted because the government just doesn't know or care enough about technology to invest in it wisely. They also have to rely on "experts" who have their own agendas as well. Government investing in tech has always been a secondary concern to something else they actually care about.
Its by design to organize such that the instruments of managing resources and tech development are removed from the will of the people. That way more and more technocrats can manage an a cordance to an unelected elites, and the general population becomes more and more unable to see or do anything about thise who actually controls the resources and tech. Technocracy or scientific dictatorship by another name.
In this case, it’s SIA and SEMI who’s worked with Pompeio’s guys during Trump administration. It was definitely something that could’ve only been done in that state dep atmosphere that also created the Quad. Sure there may be some questionable motives, but it’s something that needed to be done, way much more than what the current admin dumped for his friends in the energy sector
You are missing out the fact that TSMC uses an extremely expensive machine costing £300 million pounds which is made by a company in the Netherlands called ASML.
Really should be more discussion of ASML, they're a more significant bottleneck than the manufacturers since they're the only ones making the fabrication tools used for the advanced chips. That's it, a single company. Recently I saw reporting about the US and the Netherlands agreeing to restrict their sale to China, and therenis a lot to unpack there.
Well Chris Miller has no idea what is ASML, he is history major with focus on foreign policy. It is clear that he has no idea what ASML or LAM Reaserch are what their role in semiconductor manufacturing is
Agreed, the CHIPS Act seemed nothing more than a bailout package for Intel. I don't think it was a coincidence that the bill was passed after Intel reported multiple consecutive earnings decline due to poor management and execution while their competitors (AMD and Nvidia) were doing just fine.
@@ICDeadPeeps not really a bailout when they have to commit to additional fab spending in OH/NM/AZ. Yes they have been lagging, but they’re shifting their big effort into domestic foundry demands. That’s exactly what CHIPS intends to do, and I don’t find that too sleezy
@@yn5568 To me a better plan would've been to issue some sort of a tax benefit or cut. The logic being that if they continue to under perform and lose money, they don't reap any of the benefits. Just giving Intel huge gobs of taxpayer's money when they can't even effectively manage their existing resources is a terrible idea. You don't reward incompetence, it sends the wrong message to the industry.
@@ICDeadPeeps the money isn’t going out for free. Companies have to present qty and quality of jobs created, and take majority of the cost to build the planned facilities. It’s fair to call it a subsidy, but it’s definitely not a bailout. The host seems to focus only on high end logic chips, but that’s only a small portion of the issue/CHIPS act
@@yn5568 The way the CHIPS act was written, Intel is the greatest beneficiary of the bill. If they had a history of performing and executing, I would be okay with it. However, if anything, the current CEO just talks a big game and has not delivered at all. I hope I'm wrong and Intel is able to fulfill their obligations without anymore "gifts" from the government, but I'm not too confident given their history.
There are major issues with this Interview. Mr Miller is not expert on semiconductors and this shows. We dont need more talking heads with History Degrees talking about topics they have no knowledge of. Not all cutting edge chips are produced by TSMC and Intel. Neither are all Semiconductors CPU and GPUs. Majority of chips used in cars, guiding systems and other electronics are not produced by TSMC or Intel, but plethora of other companies such as Texas Instruments, Infineon, Renesas, SMIC, YMTC, AMEC and others. Please bring someone who actually has technical background in semiconductors and knows the industry. Mr Miller with all respect is political researcher, and has no technical knowledge regarding semiconductors.
@@genuinennessbefitting4734 Mr Miller is that you :D. Joke aside, from your comment it is clear that you habe no idea about semiconductor industry. Mr Miller is history major, with 0 real knowledge of semiconductor industry.
The question proposed about why did the soviets miss the chip revolution that happened in the US? Well in part some of the major decision makers didn't take them seriously and thought they were better off making more traditional tech that filled that role early on. It wasn't until the 70s that they really tried to catch up, they basically stole and copied western tech and tried to implement that tech, its at this point the "business model" answer from Chris kicks in. I believe the US had one computer.. for lack of a better word that had enough computational power that it alone exceeded all of the processing power of the soviet union's systems. I cant remember where I heard this but it was probably on TH-cam, so take that for what it is. Keep in mind that there are a ton of good content creators here and many dive into obscure topics like the soviet unions chip/computer industry. Ha! Found the video. th-cam.com/video/dnHdqPBrtH8/w-d-xo.html
Finally this show actually brings a semiconductor expert for (starter) discussion. It was cringy watching Rising and Realignment when hosts/guests talk about “chip shortage” “SC crisis” without knowing a single bit about fab operations
Maybe for next time, someone can deep dive into legacy/higher node devices that’s causing the SC issue now. Also hoping someone could talk deeper about Moore’s law and it’s anthropological effect on human society, how it shapes much of the global labor/societal issues today
Chris Miller is no semiconductor expert, he is History Major(who works as professor in foreign policy) with no technical knowledge regarding semiconductors or semiconductor industry. I agree with you, the Realignment needs actually to get proper expert on the topics.
Dude, you're a really good interviewer 👍
It is worth noting that vehicles are dependent not on cutting edge fabrication process but much older process. Vehicle manufacturers also cut back orders for chips also leading to the shortage. While these facts highlight issues with the vehicle industry, the “shortage” also demonstrates what may happen in an ACTUAL chip shortage, such as a Taiwan straight incident.
You are right and this guest should’ve brought more larger node semiconductors in discussion. However, at the time CHIPS act was drafted by SEMI and SIA in 2018/19, we didn’t foresee the type of market shift and disruption from Covid consumer habits. Not surprised the bill hasn’t changed course since then. Maybe we’re expecting all Euro/Japanese IDMs/foundries to cover that hole on their own
I literally came here to write same thing
Mr Miller is history Major with focus of foreign policy and has no real knowledge about semiconductors and this shows. I have a felling that he thinks that all semicoductors are either CPU or GPU. It seems that he also has no idea that there are plenty of other types of semiconductors that are produced by different companies and have vastly different uses. There are much more manufactures than Samsung, Intel and TSMC, especialy in other areas such as vehicles and electronics.
@@dragoaus How much do you think you know?
@@genuinennessbefitting4734 definitely more than you and Mr Miller. You know it comes from working in semiconductor industry.
Mr Miller is history major and this interview clearly makes it visible, that he has only very basic understanding of semiconductor manufacturing.
Very informative guest, it’s no doubt we are in a Chip war, vital infrastructure that needs to be in the US
Brilliant
Good interview. The one point I'd quibble with though is the idea that the government is any good about technology investing. Some benefits have occurred, but much of that is through brute force. So much has been wasted because the government just doesn't know or care enough about technology to invest in it wisely. They also have to rely on "experts" who have their own agendas as well. Government investing in tech has always been a secondary concern to something else they actually care about.
Its by design to organize such that the instruments of managing resources and tech development are removed from the will of the people. That way more and more technocrats can manage an a cordance to an unelected elites, and the general population becomes more and more unable to see or do anything about thise who actually controls the resources and tech. Technocracy or scientific dictatorship by another name.
In this case, it’s SIA and SEMI who’s worked with Pompeio’s guys during Trump administration. It was definitely something that could’ve only been done in that state dep atmosphere that also created the Quad. Sure there may be some questionable motives, but it’s something that needed to be done, way much more than what the current admin dumped for his friends in the energy sector
@@yn5568 The Quad was created in 2007, long before the Trump administration.
You are missing out the fact that TSMC uses an extremely expensive machine costing £300 million pounds which is made by a company in the Netherlands called ASML.
Mr Miller is major in History with no background in semiconductors, he has no idea what ASML, LAM Reaserch or other such companies are.
Really should be more discussion of ASML, they're a more significant bottleneck than the manufacturers since they're the only ones making the fabrication tools used for the advanced chips. That's it, a single company. Recently I saw reporting about the US and the Netherlands agreeing to restrict their sale to China, and therenis a lot to unpack there.
Well Chris Miller has no idea what is ASML, he is history major with focus on foreign policy. It is clear that he has no idea what ASML or LAM Reaserch are what their role in semiconductor manufacturing is
Intel's decline needs to be discussed more. Great point!
Agreed, the CHIPS Act seemed nothing more than a bailout package for Intel. I don't think it was a coincidence that the bill was passed after Intel reported multiple consecutive earnings decline due to poor management and execution while their competitors (AMD and Nvidia) were doing just fine.
@@ICDeadPeeps not really a bailout when they have to commit to additional fab spending in OH/NM/AZ. Yes they have been lagging, but they’re shifting their big effort into domestic foundry demands. That’s exactly what CHIPS intends to do, and I don’t find that too sleezy
@@yn5568 To me a better plan would've been to issue some sort of a tax benefit or cut. The logic being that if they continue to under perform and lose money, they don't reap any of the benefits. Just giving Intel huge gobs of taxpayer's money when they can't even effectively manage their existing resources is a terrible idea. You don't reward incompetence, it sends the wrong message to the industry.
@@ICDeadPeeps the money isn’t going out for free. Companies have to present qty and quality of jobs created, and take majority of the cost to build the planned facilities. It’s fair to call it a subsidy, but it’s definitely not a bailout. The host seems to focus only on high end logic chips, but that’s only a small portion of the issue/CHIPS act
@@yn5568 The way the CHIPS act was written, Intel is the greatest beneficiary of the bill. If they had a history of performing and executing, I would be okay with it. However, if anything, the current CEO just talks a big game and has not delivered at all.
I hope I'm wrong and Intel is able to fulfill their obligations without anymore "gifts" from the government, but I'm not too confident given their history.
There are major issues with this Interview. Mr Miller is not expert on semiconductors and this shows. We dont need more talking heads with History Degrees talking about topics they have no knowledge of.
Not all cutting edge chips are produced by TSMC and Intel. Neither are all Semiconductors CPU and GPUs. Majority of chips used in cars, guiding systems and other electronics are not produced by TSMC or Intel, but plethora of other companies such as Texas Instruments, Infineon, Renesas, SMIC, YMTC, AMEC and others. Please bring someone who actually has technical background in semiconductors and knows the industry. Mr Miller with all respect is political researcher, and has no technical knowledge regarding semiconductors.
You don't even understand memory semiconductors and logic semiconductors
@@genuinennessbefitting4734 Mr Miller is that you :D. Joke aside, from your comment it is clear that you habe no idea about semiconductor industry.
Mr Miller is history major, with 0 real knowledge of semiconductor industry.
The question proposed about why did the soviets miss the chip revolution that happened in the US? Well in part some of the major decision makers didn't take them seriously and thought they were better off making more traditional tech that filled that role early on. It wasn't until the 70s that they really tried to catch up, they basically stole and copied western tech and tried to implement that tech, its at this point the "business model" answer from Chris kicks in. I believe the US had one computer.. for lack of a better word that had enough computational power that it alone exceeded all of the processing power of the soviet union's systems.
I cant remember where I heard this but it was probably on TH-cam, so take that for what it is. Keep in mind that there are a ton of good content creators here and many dive into obscure topics like the soviet unions chip/computer industry.
Ha! Found the video.
th-cam.com/video/dnHdqPBrtH8/w-d-xo.html
First!
👏👏👏👏