This channel constantly reminds me how much big-deal stuff exists that I had never even thought about thinking about. Great videos with amazing variety! Also you’ve uploaded so much recently dude omg like how did you make this much content my guy.
Apple phones stole 'lucky number' Snapdragon chip Apple Bully Many Awful Lawsuits against Qualcomm and literally STOLE what mane Apple great. Apple fucking liars, thieves, crooks, and Fuck Them filthy scum suckers.
TSMC is part of Taiwan's national defense project "Silicon Shield". Unless threat from China has been gone forever, Taiwanese Gov will not consider any change to ease the control. On the other hand, TSMC has the privilege to purchase land, energy and gain labor resource in Taiwan. 2021 summer Taiwan just went through a critical water shortage, Taiwanese government choose to water cut the household usage rather than TSMC factories.
It's a very good strategy. Practically guarantees the west and Japan will come to Taiwan's aid in an invasion situation given we were already leaning towards that and you now also have national security implications as the supplier of the worlds best chips now that Intel stumbled.
with the recent new fab plant announcements in Arizona (desert) I have wondered if something similar had happened there, as an incentive to be the chosen location for the new plants ........ Taiwanese government choose to water cut the household usage rather than TSMC factories.
How Taiwan changed the world. AMD and Nvidia's CEOs are both Taiwanese American. Also, TSMC is leading the tech industries. Even TH-cam's founder Steve Chen is Taiwanese. I am not surprised with this small country's fantastic if you know how Taiwan handle Covid19 and even Taiwan is boycotted by WHO and China from the world's organizations.
This is an amazing channel! Love the content! I think the next step to make this channel more popular is to get a microphone to remove the background noise, and to stop using filling words like "uh". These are minor improvements as you are nailing the content aspect of your videos 👍
Fabs are basically built by the turnkey equipment suppliers (Novus, ASML, AMAT, etc) wherever the operation "cost" is lowest. For Apple, that includes for Foxconn in China.
To be fair to Intel's method, it did keep them 3 years ahead of everyone else in process tech for literally half a century. Definitely doesn't seem to be the optimal strategy anymore though given their recent stumbles.
Huh?? They didn't have a good manufacturing reputation until other firms failed to introduce Fin FETs. It was an injection of IBM tech which re-invigorated the US sector in the 90's and Intel benefited from lax legal scrutiny which emboldened them to violate the law. They stole IP from smaller competitors as well as freeze AMD out of markets with superior CPUs
So TSMC changed Apple. If you can't build it, the best concept is useless. This is why architects usually have to look for good engineering firm like TY Lin.
Next up: How AMD is changing TSMC. Since Apple leaves behind massive amounts of almost-cutting-edge capacity each year TSMC would like a costumer who do not just take market share from other ARM players. They want someone who competes in markets TSMCs existing customers are not in.... But TSMCs processes have long been focused solely on density and power efficiency. Not so much raw clock speed. Now where AMD have proven themselves thoroughly and gobbled up nearly all the capacity HiSilicon left behind, TSMC have a vested interest in reducing leakage at higher voltages to accommodate AMDs needs. AMD needs processes that function equally well at the ultra portable level, the high power demand of desktop chips as well as the ever so finely tuned balance between power and performance in data center chips. That N3 does not use GAA may or may not be indicative of this, but critical voices have raised concern that GAA, while producing faster switching transistors, has unsatisfactory leakage levels at higher voltages.
This is more than just a company, this is a strategic resource of geopolitical importance. In a sci-fi analogy, TSMC would be a priestly neutral faction (in a not so neutral galaxy) that almost everyone needs in order to make ships with warp drive.
Not being able to purchase TSMC is not true -- if Apple wanted to, it could easily raise that money through a debt (likely) or equity (unlikely) raise. The other reasons make sanse.
TSMC is nothing without ASML selling them the EUV machines. If ASML sold the devices only to Samsung and Intel they would be done as they would be stuck on 10nm.
Apple phones stole 'lucky number' Snapdragon chip Apple Bully Many Awful Lawsuits against Qualcomm and literally STOLE what mane Apple great. Apple fucking liars, thieves, crooks, and Fuck Them filthy scum suckers.
It's amazing that there are so few views/comments for a subject that literally is about the heart of all the smart devices we use in the modern connected world. I think that most people will zone out after the first minute of technical terminology.
9:53. For all the reasons mentioned, as well as, what does Apple gain from buying TSMC, other than taking on HUGE engineering costs and execution risks? AMD famously made the mistake of getting into the fab business, and it nearly bankrupted the company. At this point Apple is free to design and engineer their chip designs (where they gain all the integration benefits), then shop for the best fabbing deals in the entire industry, and then use their size and prestige to make sure they are the highest priority customer, all without taking on any of the engineering cost and risk of fab work! (The most expensive, most risky, least appreciated, most commoditized part of the computer industry.) If TSMC ever misses a step, Apple is free to take their business somewhere else. That's much harder to do if you're responsible for the fab work. Just ask Intel and AMD about that. (Though AMD finally managed to shrug that misstep off, over a decade later.) Intel right now is having a hard time making node progress, and it's seriously hurting their chips, and yet, it's hard for them to simply take their fab work somewhere else. Apple getting into fabbing would be the pinnacle of bad leadership and planning.
True but Apple is investing heavily into he company. The work involved in finding another fab to work with, especially for a company like Apple, is not easy. I don't see Apple buying the company outright but they're definitely trying to do the next best thing.
Apple phones stole 'lucky number' Snapdragon chip Apple Bully Many Awful Lawsuits against Qualcomm and literally STOLE what mane Apple great. Apple fucking liars, thieves, crooks, and Fuck Them filthy scum suckers.
The rating is just a question of time I think. Judging by the comment watchers seems to enjoy the channel (I do!). I also have the gut feeling that more and more people are commenting. Of course the subjects are usually not mainstream but the quality and the originality of the content gives it a lot of appeal.
Apple was never "an insolvent PC maker." At the depths of its mid-90s problems, Apple had a market cap of $2.46 billion and had ended its previous quarter with quarterly revenues of US$1.7 billion and cash reserves of US$1.2 billion. These facts are a matter of public record.
@@deasystems I think the deal they did with MS in 1997 bailed them out of impending bankruptcy no? Not sure market cap has anything to do with insolvency. Market cap is just share value but debts are debts…
@@SuperALBSURE : No, Apple was not facing impending bankruptcy-as I noted, Apple had cash reserves at the time of $1.2 billion. And regarding Microsoft, the $150 million in non-voting AAPL shares it purchased was in settlement of its infringement of Apple's QuickTime technology. Details here: en.wikipedia.org/wiki/Apple_Computer,_Inc._v._Microsoft_Corp.#Impact
It's really tragic that these kinds of deals are contingent on keeping a country alive. I don't have a goat in the fight but it looks like whatever's convenient is the only thing that's going to matter in the long run. I hope the Taiwanese have planned for that.
To be fair this industry is so expensive that everyone needs to use the same supplier. Only Samsung, Intel, and TSMC do it. China has one but is a joke. Samsung has Nvidia and Samsung, Intel has only them as a customer but will invest more money and starting to build for others to justify more investment. When Intel scales their production they will probably not need TSMC anymore like Samsung. Lets hope Intel new thinking yields results because having only 2 suppliers where one uses part of the manufactory to their own chips sucks.
One of my biggest life mistakes. I had $28K sitting in a bank account. I called my brother to say Apple will never be this low again. He had $14K and was an Apple fan boy as well. We did not execute the buy and have regretted it ever since. I already had 500 shares so I made out OK but kick myself in the butt for not taking that bet.
As great as TSMC is, we need more fabs. The pandemic showed us how fragile the supply chain is. If anything happens to TSMC (natural disaster or man-made), the whole world is going to be fucked for a while. TSMC and Intel are building fabs in Arizona now (may go online by 2024). That's a good start. Europe needs its fabs, and why not put some in Australia or Africa or South America as well as well? Fabs are a tough business, but we need to spread out fab locations and strengthen supply chains. Seemingly 'everything' today has or needs a chip to function.
The pandemic killed old chips. In particular, there were only two factories making 6 in (and smaller) diameter wafers. One was marginal. That marginal wafer plant shut down and thus the oldest chip factories are now about 20% short of wafers, and wafers with slightly more contamination risk (the Japanese plant shut down). Eventually the same will happen for 200mm. The pandemic forced many old devices to modernize. That cost a fortune in chip design costs, but long term saved money.
You mentioned Taiwanese contract manufacturing firms Foxconn, Pegatron and Wistron, which are used by literally all the companies in the world, from Apple, to Nintendo, to HP etc. There's probably an interesting story as to why most of the world's best electronics assembly firms are based in Taiwan. (Well except for Samsung, which owns and operates all their overseas factories, whilst being competitive with TSMC in semiconductors fabrication and being highly competitive consumer electronics company that happens to be the world-leader in OLED displays and flash memory. Samsung really impresses me by the way)
For those reading, here are those videos: "Taiwan's Biggest Company - Foxconn" : th-cam.com/video/LytEuoS87EA/w-d-xo.html "TSMC vs Samsung Foundry - The Billion Dollar Rivalry" : th-cam.com/video/D4L1IdbQyLg/w-d-xo.html
Because Taiwan is close to cheap countries that can build cheap products with WEST supervision and designs. HK and Taiwan were always the entry gate to south Asia and china's supply chain of cheap labor. Instead of handling the China government they talk with Taiwan and HK companies that are more western-like and these work/proxy with China.
Apple likes to vertically integrate where the overhead for doing so is low. To buy TSMC means taking over their plants, taking risks on node developments. This is the reason apple sold all of their warehouses and leases warehousing now. By not buying TSMC, they can just go wherever the best processors are made. If a new factory opened up and could build devices for half the price of pegatron or foxconn, they could just go there. Owning brick and mortar stuff isn't their jazz unless it gives them more flexibility for as low a overhead as possible. If tomorrow someone could build smartphones and tablets for 1/10 the cost of current devices and be 5x more powerful and they truly became commodity items like hair brushes, apple would try and pivot to software and cloud and get out of hardware if there were nothing left to innovate and the margins became infeasible. If so, and they owned a bunch of companies that dealt in hardware, it would become a noose around their neck. Its not just about being vertically integrated, its about being lean.
Like B1M and Coreteks this is an excellent YT channel; always the best subjects presented with intellectual caution and precision. I particularly like the way you cite scientific papers and even court documents making it easy to find them and download them as PDFs. It's good to be subscribed. Thanks.
Very good report on the relationship, but now Apple faces challenges. TSMC is ready though to meet the challenge. I will be in Taiwan in a couple of months discussing new process on quantum processors and entirely new process.
Near the end @11:33 you casually said "China has been trying to buy TSMC for years." I wish you would create a video just about that. I would entitle the video "Companies that China has tried, but has failed, to buy."
2:50 Everyone who had Phone 6S knew that it's like play lottery, If your chip is Samsung, the second-hand price will be worst than TSMC (It's randomly delivery). Since then, everyone knew's that TSMC only produce good shxt and never fail their costumer.
Greetings from Down Under ... found your videos for the first time today ... had a binge watching about 10-15 videos ... mostly about semiconductors. Really enjoyed them ... thank you for your great work.
I remember my first time ever hearing about TSMC was during the whole A9 fiasco. I ended up getting an iPhone 6s in 2016, checked CPU info, it had a TSMC chip inside. I still have it hidden in a drawer somewhere to this day, and it still works just fine.
I wonder if that strong entanglement of US and Taiwanese company also gives Taiwan some kind of guarantees against mainland China's claim. Well maybe not guarantees but a least some assets.
US based investment firms own a good chunk of some of the biggest and most important Chinese and Taiwanese companies. In return, China owns more than 1 trillion in US debt, as well as many old American brands and companies. It's in the best interest of both countries to keep the ports open and trade flowing.
@1:50 One correction. It's not Samsung's mobile division that led Apple to turn to TSMC for its SoC fabrication, but the fact that Samsung had its own competing Exynos SoC line. Apple still uses Samsung components in battery and display.
How come this channel has fewer than 50K subs? The content is brief but very understandable. The world misses this one badly. Subscribed to this channel now!
It is the dumbest question to ask if Apple is going to buy TSMC or Foxconn. It is going backward to the 70s and 80s with an added self destruction path. Your answers are excellently clear for that.
No, I would argue the company ASML is most important. They make the EUV lithography machines that TSMC buys to make the smaller chips. It is a Dutch company.
Uh.. 7nm is not "the same" as 14mn.. sure the numbers in particular are almost arbitrarily chosen, but the results of those process nodes are not "the same". TSMC's 7mn is around 66.7 MTr/mm² on desktop chiplets, while Intel's 14mn is around about 43.5 MTr/mm². Samsung and GlobalFoundries' 14nm is around 32.5 MTr/mm². EDIT: wait I'm dumb, I re-listened to that part- and I've just misheard your sentence structure- you were referring to them both having arbitrary names, not saying they were identical- my bad hahahah
I for one am delighted that Apple spends so much to keep TSMC pushing the limits of semiconductor manufacturing. while Apple gets to increase the cachet and list price of their glamour products. TSMC's other customers, AMD, et al., benefit greatly from someone else spending wads of cash to bring the technologies needed to realize those technofashion statements to market. Most importantly, under TMSC management's careful stewardship I believe the company will continue to be the most innovative and reliable leader in microelectronics. thanks for this informative video.
@@TaiwanNationStatusQuo Why would you even be bothered by such a question, when China cannot even get TSMC to supply them chips?Sure, CCP barks like a dog all the time. So, treat it like one. That is, when dogs bark, you ignore them.
Even if Apply wanted to buy TSMC, it would get shut down by regulators. Far far too many other companies also rely upon them and the disruption would be catastrophic.
TSMC’s current market cap, US$600+ billion, is on par with the annual GDP of Taiwan. Of course the government would not sell it, the officials don’t have anything to gain from the sale, other than losing their own job.
Thank you for this video. This was exactly the research I have been doing and appreciated the information here. Could I connect with you I have some other questions?
it's not like apple can go find other company. TSMC is the only one out there besides intel that can provide the capacity and quality. intel not making products for outsiders. samsung can do it too but they cannot deliver the quantity considering they make everything from display to ram to hard drive to sensors refrigerators tv etc. that only left TSMC, the only one out there that can deliver.
Samsung had lawsuits with apple, that's part of reason apple switched from samsung to tsmc. Intel not only doesn't fab for others, intel is buying the most advanced chips from tsmc now because their own tech development progress slowly.
Samsung thought the same thing. Apple used their ram, processors, screens, etc. Now Apple is independent of SAMSUNG in all of those. Took 5/6 years but they did it. Don't underestimate the power and money of Apple. Just as the video said TSMC could invest billions knowing Apple will make their investment return ASAP. If they didn't have Apple as supplier we wouldn't have these processes so fast and they would probably be at the same pace as Samsung or Intel. Was a win, win for Appl and TSMC. AMD also won from this because they can use the old tech Apple doesn't want anymore but TSMC matured and still has factories and machines to do it. Same thing for older tech that AMD also doesn't want.
As huge as the investment is in building a bleeding edge fab, the TSMC's, Samsungs, and Intels can recoup that investment in several months after operation of the fab begins.
Top 10 IC design companies have 7 related Taiwan, 4 companies are in Taiwan, including MediaTek, Novatek, Realtek, Himax and nVidia, AMD, Xilinx of CEO are Taiwanese. Don't forget! Broadcom of CEO Hock E. Tan is Malaysia chinese.
It's puzzling how Apple spends so much capital on R&D, even though its core markets are consumers, education and creative professionals. Conventional wisdom states such a staggering investment in R&D can only be supported by what's perceived to be more far more lucrative markets: enterprise, government and research. The mere fact Apple has amassed such an enormous fortune catering to its core markets demonstrates its formidable business prowess. It's equally puzzling why Apple leaves piles of cash on the table by ignoring the large, underserved and highly profitable server market that's desperate for higher performance and more energy efficient computing.
Even if Apple can afford to buy TSMC or Foxconn and there’s nothing to stop the transaction, Apple will not do it. Because of a mistake Steve Jobs made in the 80s, they learned to not take the risk of building factories that might at the end be useless, like if Apple bought machines from ASML and built a giant factory to manufacture their own 22nm processors in 2014 for the iPhone 6, what would’ve happened is a catastrophe, in that situation there’s two choices: the first is using outdated chips with their new products, that’s bad, the second is to stop using that 22nm giant factory and that would’ve been a total waste of money, billions of money. TSMC, with their giant scale and many customers, can control the process, they can supply companies like Apple and Huawei with the latest manufacturing technologies to build the most efficient chips, can supply companies like NVIDIA with an older but more recent technology to build the biggest chips, and supply other mid-range and accessories companies with like 5 years old technologies to just build some simple chips for maybe headphones or cheap phones, some scenarios like that. Outsourcing is the best choice when you’re trying to build hundreds of millions of devices each year.
So what you're saying here could link Apple directly to the chip shortage because of the way TSMC prioritises Apple over other companies. Well yikes glad your new iPhones be a priority.
It is more complicated than just buying TSMC. There is an entire supply chain tied to each other, from raw material, machines, wafer, manufacturing, packaging, testing. Not even Intel IDM strategy can cover them all. More so, it is human resource matters more than the company, buying a company without the right people to operate it is useless.
and now tsmc is worth more that all of samsung. and selling to china would just put them in the crosshairs of the US government, so that probably a no no.
How TSMC changed our world actually.
AMD、NV、APPLE、XILINX、MS、INTEL etc....all based on tsmc's chip.
@@jyc210 Why are your commas like that?
ASML says hi.
@@thorc4167 ASML is literally part of tsmc.
@teresateng1fan agree
This channel constantly reminds me how much big-deal stuff exists that I had never even thought about thinking about. Great videos with amazing variety! Also you’ve uploaded so much recently dude omg like how did you make this much content my guy.
There’s been a lot to say recently. I do try to space them out - but I’ve been having so many ideas recently I can’t keep up haha. Thanks for watching
Apple phones stole 'lucky number' Snapdragon chip Apple Bully Many Awful Lawsuits against Qualcomm and literally STOLE what mane Apple great.
Apple fucking liars, thieves, crooks, and Fuck Them filthy scum suckers.
TSMC is part of Taiwan's national defense project "Silicon Shield". Unless threat from China has been gone forever, Taiwanese Gov will not consider any change to ease the control. On the other hand, TSMC has the privilege to purchase land, energy and gain labor resource in Taiwan. 2021 summer Taiwan just went through a critical water shortage, Taiwanese government choose to water cut the household usage rather than TSMC factories.
That’s wild!
It's a very good strategy. Practically guarantees the west and Japan will come to Taiwan's aid in an invasion situation given we were already leaning towards that and you now also have national security implications as the supplier of the worlds best chips now that Intel stumbled.
with the recent new fab plant announcements in Arizona (desert) I have wondered if something similar had happened there, as an incentive to be the chosen location for the new plants ........ Taiwanese government choose to water cut the household usage rather than TSMC factories.
How Taiwan changed the world. AMD and Nvidia's CEOs are both Taiwanese American. Also, TSMC is leading the tech industries. Even TH-cam's founder Steve Chen is Taiwanese. I am not surprised with this small country's fantastic if you know how Taiwan handle Covid19 and even Taiwan is
boycotted by WHO and China from the world's organizations.
I think that's why china wants taiwan so much
@@user-ql7cc6vq6c that doesn’t surprise me
Stfu these are just American people.
Just to remind, Taiwan is not a small country, it is a part of China.
@@kaichen5139 the citizens of Taiwan says no
Great video. I Like your channel and your expertise in silicon and semiconductors. Hope to see more.
Greetings from Germany.
Thanks for watching!
Watching this on my M1 Max Macbook Pro. Best computer I've ever owned.
This is an amazing channel! Love the content! I think the next step to make this channel more popular is to get a microphone to remove the background noise, and to stop using filling words like "uh". These are minor improvements as you are nailing the content aspect of your videos 👍
Fabs are basically built by the turnkey equipment suppliers (Novus, ASML, AMAT, etc) wherever the operation "cost" is lowest. For Apple, that includes for Foxconn in China.
To be fair to Intel's method, it did keep them 3 years ahead of everyone else in process tech for literally half a century. Definitely doesn't seem to be the optimal strategy anymore though given their recent stumbles.
Huh?? They didn't have a good manufacturing reputation until other firms failed to introduce Fin FETs.
It was an injection of IBM tech which re-invigorated the US sector in the 90's and Intel benefited from lax legal scrutiny which emboldened them to violate the law. They stole IP from smaller competitors as well as freeze AMD out of markets with superior CPUs
Man, this is great content - keep up the nice work!
Wow this was a really great video. Gj mate
Please do a video on semiconductor industry as a whole, how much growth you see coming...
It will be a revolution in chip fabs in the coming years. ASML should sell those machines to everyone.
So TSMC changed Apple. If you can't build it, the best concept is useless. This is why architects usually have to look for good engineering firm like TY Lin.
Next up: How AMD is changing TSMC.
Since Apple leaves behind massive amounts of almost-cutting-edge capacity each year TSMC would like a costumer who do not just take market share from other ARM players. They want someone who competes in markets TSMCs existing customers are not in.... But TSMCs processes have long been focused solely on density and power efficiency. Not so much raw clock speed. Now where AMD have proven themselves thoroughly and gobbled up nearly all the capacity HiSilicon left behind, TSMC have a vested interest in reducing leakage at higher voltages to accommodate AMDs needs. AMD needs processes that function equally well at the ultra portable level, the high power demand of desktop chips as well as the ever so finely tuned balance between power and performance in data center chips. That N3 does not use GAA may or may not be indicative of this, but critical voices have raised concern that GAA, while producing faster switching transistors, has unsatisfactory leakage levels at higher voltages.
I always see it spelled in caps as TSMC but actually both official and internal company designation of its own name is strictly in lower case tsmc.
Thx for sharing all this informations
Nice ending
The growing conflict over Taiwan presents an existential threat to Apple.
Apple giving them stability means TSMC can plan improvement with the security of knowing there's going to be money to keep the lights on.
Control is not for sale. So true!
i got 40 TSMC stock .
Which country are you from? Not that many people know about tsmc
This is more than just a company, this is a strategic resource of geopolitical importance.
In a sci-fi analogy, TSMC would be a priestly neutral faction (in a not so neutral galaxy) that almost everyone needs in order to make ships with warp drive.
Not being able to purchase TSMC is not true -- if Apple wanted to, it could easily raise that money through a debt (likely) or equity (unlikely) raise. The other reasons make sanse.
Taiwan number one.
Appls is TSMC single biggest customer. If Apple sales drop, TSMC will be affected as well.
How TSMC changes your girls phone
Terrible crimes committed in the dark heart of apple in service of their evil lord Satan. How dare you.
Could you elaborate a bit, Josiah?
Tsmc is nothing without apple and other american companies
Apple would probably still be with Intel if it weren't for TSMC. That's how partnerships work.
TSMC is nothing without ASML selling them the EUV machines. If ASML sold the devices only to Samsung and Intel they would be done as they would be stuck on 10nm.
Brilliant short summary. I really like this channel.
Apple phones stole 'lucky number' Snapdragon chip Apple Bully Many Awful Lawsuits against Qualcomm and literally STOLE what mane Apple great.
Apple fucking liars, thieves, crooks, and Fuck Them filthy scum suckers.
It's amazing that there are so few views/comments for a subject that literally is about the heart of all the smart devices we use in the modern connected world. I think that most people will zone out after the first minute of technical terminology.
Most people don't know whether tsmc exists
It’s very hard to understand the semiconductor industry for an outsider.
@@commentsanitizer7929 most ppl don't give a shit about Taiwan.
Ive watched multiple videos on this subject
Who wants to spend energy to understand Semiconductor mkt,When Tik tok vdos r available ?😂😂😂
9:53. For all the reasons mentioned, as well as, what does Apple gain from buying TSMC, other than taking on HUGE engineering costs and execution risks? AMD famously made the mistake of getting into the fab business, and it nearly bankrupted the company. At this point Apple is free to design and engineer their chip designs (where they gain all the integration benefits), then shop for the best fabbing deals in the entire industry, and then use their size and prestige to make sure they are the highest priority customer, all without taking on any of the engineering cost and risk of fab work! (The most expensive, most risky, least appreciated, most commoditized part of the computer industry.) If TSMC ever misses a step, Apple is free to take their business somewhere else. That's much harder to do if you're responsible for the fab work. Just ask Intel and AMD about that. (Though AMD finally managed to shrug that misstep off, over a decade later.) Intel right now is having a hard time making node progress, and it's seriously hurting their chips, and yet, it's hard for them to simply take their fab work somewhere else. Apple getting into fabbing would be the pinnacle of bad leadership and planning.
True but Apple is investing heavily into he company. The work involved in finding another fab to work with, especially for a company like Apple, is not easy. I don't see Apple buying the company outright but they're definitely trying to do the next best thing.
"The control is not for any price." Well said.
Yeah, except that’s not what he said.
Love your work on TSMC. Keep it coming :)
Apple phones stole 'lucky number' Snapdragon chip Apple Bully Many Awful Lawsuits against Qualcomm and literally STOLE what mane Apple great.
Apple fucking liars, thieves, crooks, and Fuck Them filthy scum suckers.
New video from TH-cam's most underrated channel? Time to stop what I'm doing and watch it :)
The rating is just a question of time I think. Judging by the comment watchers seems to enjoy the channel (I do!). I also have the gut feeling that more and more people are commenting. Of course the subjects are usually not mainstream but the quality and the originality of the content gives it a lot of appeal.
TSMC has been doing half nodes for ever. Back when Apple was an insolvent PC maker they made GPUs for ATI at 150, 80, 55 nm
Apple was never "an insolvent PC maker." At the depths of its mid-90s problems, Apple had a market cap of $2.46 billion and had ended its previous quarter with quarterly revenues of US$1.7 billion and cash reserves of US$1.2 billion. These facts are a matter of public record.
@@deasystems I think the deal they did with MS in 1997 bailed them out of impending bankruptcy no? Not sure market cap has anything to do with insolvency. Market cap is just share value but debts are debts…
@@SuperALBSURE : No, Apple was not facing impending bankruptcy-as I noted, Apple had cash reserves at the time of $1.2 billion.
And regarding Microsoft, the $150 million in non-voting AAPL shares it purchased was in settlement of its infringement of Apple's QuickTime technology. Details here: en.wikipedia.org/wiki/Apple_Computer,_Inc._v._Microsoft_Corp.#Impact
It's really tragic that these kinds of deals are contingent on keeping a country alive.
I don't have a goat in the fight but it looks like whatever's convenient is the only thing that's going to matter in the long run.
I hope the Taiwanese have planned for that.
TSMC is actually changing Apple, AMD and Nvidia. Not the other way around. They are so successful that now even INTEL wants to join the customer list.
Intel is actually a long time TSMC customer. Wendell from Level1Tech mentioned TSMC actually makes chips for Intel chipset found on motherboards.
The CEOs of AMD and Nvidia are also of Taiwanese origin
@@Jerrytw928 Both are also related. NVIDIA CEO Jen-Hsun Huang is the Uncle of AMD's CEO Lisa Su
@@iMadrid11 🤯
To be fair this industry is so expensive that everyone needs to use the same supplier. Only Samsung, Intel, and TSMC do it. China has one but is a joke. Samsung has Nvidia and Samsung, Intel has only them as a customer but will invest more money and starting to build for others to justify more investment. When Intel scales their production they will probably not need TSMC anymore like Samsung. Lets hope Intel new thinking yields results because having only 2 suppliers where one uses part of the manufactory to their own chips sucks.
I like how Apple helped accelerate chip innovation. In just 10 years, ARM replaces x86 on Macs.
It is interesting...looks like you start counting Apple help from 2010, why?
@@alexmartian3972 apple has been releasing their own processor designs for about 10 years I guess, with the A4 coming out in 2010.
Another great video, thank you. I remember when Apple was on life support and the stock was $12-$14 a share. Shows how things can suddenly shift.
One of my biggest life mistakes. I had $28K sitting in a bank account. I called my brother to say Apple will never be this low again. He had $14K and was an Apple fan boy as well. We did not execute the buy and have regretted it ever since. I already had 500 shares so I made out OK but kick myself in the butt for not taking that bet.
As great as TSMC is, we need more fabs. The pandemic showed us how fragile the supply chain is. If anything happens to TSMC (natural disaster or man-made), the whole world is going to be fucked for a while.
TSMC and Intel are building fabs in Arizona now (may go online by 2024). That's a good start. Europe needs its fabs, and why not put some in Australia or Africa or South America as well as well? Fabs are a tough business, but we need to spread out fab locations and strengthen supply chains. Seemingly 'everything' today has or needs a chip to function.
This is the best comment.
The pandemic killed old chips. In particular, there were only two factories making 6 in (and smaller) diameter wafers. One was marginal. That marginal wafer plant shut down and thus the oldest chip factories are now about 20% short of wafers, and wafers with slightly more contamination risk (the Japanese plant shut down).
Eventually the same will happen for 200mm.
The pandemic forced many old devices to modernize. That cost a fortune in chip design costs, but long term saved money.
You mentioned Taiwanese contract manufacturing firms Foxconn, Pegatron and Wistron, which are used by literally all the companies in the world, from Apple, to Nintendo, to HP etc. There's probably an interesting story as to why most of the world's best electronics assembly firms are based in Taiwan.
(Well except for Samsung, which owns and operates all their overseas factories, whilst being competitive with TSMC in semiconductors fabrication and being highly competitive consumer electronics company that happens to be the world-leader in OLED displays and flash memory. Samsung really impresses me by the way)
Yeah I have definitely thought about making a video for this. It’s probably coming
For those reading, here are those videos:
"Taiwan's Biggest Company - Foxconn" : th-cam.com/video/LytEuoS87EA/w-d-xo.html
"TSMC vs Samsung Foundry - The Billion Dollar Rivalry" : th-cam.com/video/D4L1IdbQyLg/w-d-xo.html
Because Taiwan is close to cheap countries that can build cheap products with WEST supervision and designs. HK and Taiwan were always the entry gate to south Asia and china's supply chain of cheap labor. Instead of handling the China government they talk with Taiwan and HK companies that are more western-like and these work/proxy with China.
@@shazmosushi First time to hear about Foxconn.
Apple likes to vertically integrate where the overhead for doing so is low. To buy TSMC means taking over their plants, taking risks on node developments. This is the reason apple sold all of their warehouses and leases warehousing now. By not buying TSMC, they can just go wherever the best processors are made. If a new factory opened up and could build devices for half the price of pegatron or foxconn, they could just go there. Owning brick and mortar stuff isn't their jazz unless it gives them more flexibility for as low a overhead as possible. If tomorrow someone could build smartphones and tablets for 1/10 the cost of current devices and be 5x more powerful and they truly became commodity items like hair brushes, apple would try and pivot to software and cloud and get out of hardware if there were nothing left to innovate and the margins became infeasible. If so, and they owned a bunch of companies that dealt in hardware, it would become a noose around their neck.
Its not just about being vertically integrated, its about being lean.
Like B1M and Coreteks this is an excellent YT channel; always the best subjects presented with intellectual caution and precision. I particularly like the way you cite scientific papers and even court documents making it easy to find them and download them as PDFs. It's good to be subscribed. Thanks.
Very good report on the relationship, but now Apple faces challenges. TSMC is ready though to meet the challenge. I will be in Taiwan in a couple of months discussing new process on quantum processors and entirely new process.
Near the end @11:33 you casually said "China has been trying to buy TSMC for years." I wish you would create a video just about that. I would entitle the video "Companies that China has tried, but has failed, to buy."
2:50 Everyone who had Phone 6S knew that it's like play lottery, If your chip is Samsung, the second-hand price will be worst than TSMC (It's randomly delivery). Since then, everyone knew's that TSMC only produce good shxt and never fail their costumer.
Man, the last minute if this video got fckn raunchy. Incredible work. Thank you.
Greetings from Down Under ... found your videos for the first time today ... had a binge watching about 10-15 videos ... mostly about semiconductors.
Really enjoyed them ... thank you for your great work.
I remember my first time ever hearing about TSMC was during the whole A9 fiasco. I ended up getting an iPhone 6s in 2016, checked CPU info, it had a TSMC chip inside. I still have it hidden in a drawer somewhere to this day, and it still works just fine.
I wonder if that strong entanglement of US and Taiwanese company also gives Taiwan some kind of guarantees against mainland China's claim. Well maybe not guarantees but a least some assets.
US based investment firms own a good chunk of some of the biggest and most important Chinese and Taiwanese companies. In return, China owns more than 1 trillion in US debt, as well as many old American brands and companies. It's in the best interest of both countries to keep the ports open and trade flowing.
@@logikgr Trade is the key to peace 😀
@1:50 One correction. It's not Samsung's mobile division that led Apple to turn to TSMC for its SoC fabrication, but the fact that Samsung had its own competing Exynos SoC line. Apple still uses Samsung components in battery and display.
How come this channel has fewer than 50K subs? The content is brief but very understandable. The world misses this one badly. Subscribed to this channel now!
It is the dumbest question to ask if Apple is going to buy TSMC or Foxconn. It is going backward to the 70s and 80s with an added self destruction path. Your answers are excellently clear for that.
Taiwan is world's most important country
No, I would argue the company ASML is most important. They make the EUV lithography machines that TSMC buys to make the smaller chips. It is a Dutch company.
@@roadrage9191 tsmc saved ASML you know that right??
Uh.. 7nm is not "the same" as 14mn.. sure the numbers in particular are almost arbitrarily chosen, but the results of those process nodes are not "the same".
TSMC's 7mn is around 66.7 MTr/mm² on desktop chiplets,
while Intel's 14mn is around about 43.5 MTr/mm².
Samsung and GlobalFoundries' 14nm is around 32.5 MTr/mm².
EDIT: wait I'm dumb, I re-listened to that part- and I've just misheard your sentence structure- you were referring to them both having arbitrary names, not saying they were identical- my bad hahahah
I for one am delighted that Apple spends so much to keep TSMC pushing the limits of semiconductor manufacturing.
while Apple gets to increase the cachet and list price of their glamour products. TSMC's other customers, AMD, et al., benefit greatly from someone else spending wads of cash to bring the technologies needed to realize those technofashion statements to market.
Most importantly, under TMSC management's careful stewardship I believe the company will continue to be the most innovative and reliable leader in microelectronics.
thanks for this informative video.
Taiwan is literally in the companies name 🤣
@@TaiwanNationStatusQuo
Why would you even be bothered by such a question, when China cannot even get TSMC to supply them chips?Sure, CCP barks like a dog all the time. So, treat it like one. That is, when dogs bark, you ignore them.
Even if Apply wanted to buy TSMC, it would get shut down by regulators. Far far too many other companies also rely upon them and the disruption would be catastrophic.
Never say never. It could very well turn into the 51st state ahead of Puerto Rico. 🤣
I always thought the nanometer mention in the process indicates the actual size of the transistors on the chip.
TSMC’s current market cap, US$600+ billion, is on par with the annual GDP of Taiwan. Of course the government would not sell it, the officials don’t have anything to gain from the sale, other than losing their own job.
A nice historical summary of the ARM development from Apple.
Thank you for this video. This was exactly the research I have been doing and appreciated the information here. Could I connect with you I have some other questions?
Sure feel free to email me
Really good video.
That's why I am buying TSM stocks as well
20220820 35% loss?
Doesn't the nm designation describe the distance between two separate parallel electrical pathways on a chip?
8:47 For a $1000 phone, some $20 or $30 for a single but critical component is not significant!
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it's not like apple can go find other company. TSMC is the only one out there besides intel that can provide the capacity and quality. intel not making products for outsiders. samsung can do it too but they cannot deliver the quantity considering they make everything from display to ram to hard drive to sensors refrigerators tv etc. that only left TSMC, the only one out there that can deliver.
Samsung had lawsuits with apple, that's part of reason apple switched from samsung to tsmc. Intel not only doesn't fab for others, intel is buying the most advanced chips from tsmc now because their own tech development progress slowly.
Very clear , vivid explanation on TSMC, thanks.
apple needs tsmc more..
Samsung thought the same thing. Apple used their ram, processors, screens, etc. Now Apple is independent of SAMSUNG in all of those. Took 5/6 years but they did it. Don't underestimate the power and money of Apple. Just as the video said TSMC could invest billions knowing Apple will make their investment return ASAP. If they didn't have Apple as supplier we wouldn't have these processes so fast and they would probably be at the same pace as Samsung or Intel. Was a win, win for Appl and TSMC. AMD also won from this because they can use the old tech Apple doesn't want anymore but TSMC matured and still has factories and machines to do it. Same thing for older tech that AMD also doesn't want.
Apple changed Taiwan to some degree in fact lol, so many suppliers made it big because of Apple.
that's not true 😅 Apple has no choice but use TSMC .
Lmao you so bad
This channel somehow made me feel like getting reports from my own personal spy on U.S. techno progression hahaha.
Everyone is spy here CIA, KGB, UDBA and ShIK. You better stay away from all of them.
What a find your channel is! No brouhaha - simple, eloquent and powerful narration.
Great work on this! Are you going to make more tech related videos?
More tech history related, but yes.
Apple A4
Realy good video man, very informative and very extensive yet still not boring at all!
As huge as the investment is in building a bleeding edge fab, the TSMC's, Samsungs, and Intels can recoup that investment in several months after operation of the fab begins.
One of the biggest mistake Apple made.
Top 10 IC design companies have 7 related Taiwan, 4 companies are in Taiwan, including MediaTek, Novatek, Realtek, Himax and nVidia, AMD, Xilinx of CEO are Taiwanese. Don't forget! Broadcom of CEO Hock E. Tan is Malaysia chinese.
Almighty God bless you so much 🙏💖
It's puzzling how Apple spends so much capital on R&D, even though its core markets are consumers, education and creative professionals. Conventional wisdom states such a staggering investment in R&D can only be supported by what's perceived to be more far more lucrative markets: enterprise, government and research.
The mere fact Apple has amassed such an enormous fortune catering to its core markets demonstrates its formidable business prowess. It's equally puzzling why Apple leaves piles of cash on the table by ignoring the large, underserved and highly profitable server market that's desperate for higher performance and more energy efficient computing.
Even if Apple can afford to buy TSMC or Foxconn and there’s nothing to stop the transaction, Apple will not do it. Because of a mistake Steve Jobs made in the 80s, they learned to not take the risk of building factories that might at the end be useless, like if Apple bought machines from ASML and built a giant factory to manufacture their own 22nm processors in 2014 for the iPhone 6, what would’ve happened is a catastrophe, in that situation there’s two choices: the first is using outdated chips with their new products, that’s bad, the second is to stop using that 22nm giant factory and that would’ve been a total waste of money, billions of money. TSMC, with their giant scale and many customers, can control the process, they can supply companies like Apple and Huawei with the latest manufacturing technologies to build the most efficient chips, can supply companies like NVIDIA with an older but more recent technology to build the biggest chips, and supply other mid-range and accessories companies with like 5 years old technologies to just build some simple chips for maybe headphones or cheap phones, some scenarios like that. Outsourcing is the best choice when you’re trying to build hundreds of millions of devices each year.
How much of China's desire for Taiwan is desire for TSMC?
China has wanted taiwan since 50's. Wayy before tsmc existed. It's an ethnic thing.
TSMC: How much funding can you supply to us for the next chip design?
Apple: Yes
Everybody else: … ….Venture capital fundraisers, IPOs, etc.
Apple does not need to buy TSMC. They will save pennies if anything per chipset at a cost of $300 billion. So not worth it
Do you think Apple's influence on TSMC's R&D helps or hinders human progress in semiconductors?
You are amazing. Thank you for the service you're providing.
So what you're saying here could link Apple directly to the chip shortage because of the way TSMC prioritises Apple over other companies. Well yikes glad your new iPhones be a priority.
Yeah but why doesn't apple just buy TSMC and rename it AppleFeg Semiconductor? Then Taiwan won't be in the name no more.
You mean How TSMC changed Apple ?!!
No, the author means how Apple changed TSMC.
You can't claim that NM is purely a marketing term and then also claim that Intel was stuck at 14NM. It doesn't make sense.
It is more complicated than just buying TSMC. There is an entire supply chain tied to each other, from raw material, machines, wafer, manufacturing, packaging, testing. Not even Intel IDM strategy can cover them all. More so, it is human resource matters more than the company, buying a company without the right people to operate it is useless.
To the point and informative. Thank you!
-1nm
This video has to be with background theme sound . Hearing only your voice seems to empty for this type of reviews video
Love your essays!
Great Video, thanks
and now tsmc is worth more that all of samsung.
and selling to china would just put them in the crosshairs of the US government, so that probably a no no.
Really love your videos. Wish you had a background music while speaking like TechAlter.