I'm always surprised how relatively unknown a company like ASML is to the larger audience. It has a unique key strategic position in the world that no other company has. You don't often see that and it represents both a strength and a weakness for the free western world.
@@Croz89 ARM is not as critical, RISC V is a good alternative. There is no alternative to ASML, Nikon has given up on EUV. They are decade or more ahead of everybody else.
Some extra info: Zeiss, a german company that produces lenses is also the only company with the most advanced lenses which asml uses for their machines.
so whoever supplies the glass to ZEISS must be the most important origin story to the worlds chips. Or the people that supply the sand to the glass company, that then sends to ZEISS.
Things like this are part of why the supply chain for advanced electronics is far more complex and fragile than people realize. There are so many single points of potential failure.
Brilliant video. Thanks. While it may seem like the "chip war" is between China and the US allies, it's actually pretty 2 dimensional. US allies (Japan, South Korea and Taiwan) too are competing among themselves to out-pace each other. No one wants to end up in a situation where it can be casted out easily. While TSMC (of Taiwan) is building new plants in both America and Japan, their foreign investments do not involve most advanced technology, keeping the US' incentive to defend Taiwan from China intact. Both Japan and South Korea has announced their own set of lucrative subsidies to poach companies from each other countries. They are also worried about losing market share in China and China hampering the supply chain of raw materials if it feels cornered. This is just the beginning.
TSMC not building much internationally isn't about geopolitics and having a reason to defend Taiwan, it is a practical business case of having your engineers and researchers close to the manufacturing lines as there is a synergy of the various aspects of their business that having far flung branches does not grant them.
@@msytdc1577 Company's officials may know the real reason but there's anxiety among Taiwanese people for sure. Opposition has blamed the ruling party for "gifting TSMC to the US". The chairman of TSMC cleared the tension last December by telling that they're investing more in South Taiwan than what they did in the US. There can be more than one reason behind a move.
Guys, here is the Savior YaH The Heavenly FATHER HIMSELF was Who they Crucified/Pierced for our sins and “HERE IS THE PROOF” From the Ancient Egyptian Semitic: "Yad He Vav He" is what Moshe (Moses) wrote, when Moses asked YaH His Name (Exodus 3) Ancient Egyptian Semitic Direct Translation Yad - "Behold The Hand" He - "Behold the Breath" Vav - "Behold The NAIL"
Yea china is totally winning they are so advanced they basically mass produced a chip technology which the world mass produced in 2016 (7 years ago) lol
If you don't mind me asking, what do you think of a cold war with China? I'm reading that it's could be a good thing rather than bad, but no one seems give any details either way.
@@chadatchison145 The reason why the United States is in a cold war with China is to contain China’s development and prevent China’s GDP from surpassing that of the United States, not to defend human rights or ideology. Otherwise, there is no way to explain why the United States is still very friendly with Saudi Arabia and the US supported the Taliban organization, which later launched 911
@@demogia4996 I know, I just basically want to know the pros and cons of a cold war with China, most people talk about cold wars as ominous and frightening but it seems to me that they add stability of sorts to the political world stage, but I'm sure there's more to it than that and I'd like to know the bigger picture.
As a person who has spent 35 years in silicon valley's chip industry, while this video has many things right it also misses many pieces of the puzzle. Labor cost is not the primary reason chip manufacturing moved offshore. A huge factor was that chip fabs are extremely expensive and capital for building them was very expensive in the USA in the 80s when this trend really ramped up. The inflation of the 70s was a mighty contributor to that. Yes, it is true that the south Korean and Taiwanese governments were very supportive of having their engineering students pursue graduate education in the USA and such students often dominated the Semiconductor section of American Graduate schools from at least the late 1970s. In my grad school 20 of 23 Research Assistants in Semiconductor physics were from either Taiwan or S. Korea. only 2 were Americans. Taiwan and S. Korea saw the strategic value while American politicians didnt distinguish between potato chips and semiconductor chips as one politico explicitly stated.
As a person who grew up in Taiwan, I can confirm that not only the country but the entire society encourages students to study EE. Ever since middle school, I have been told that EE is the king of engineering from parents, teachers, and the news. They don’t tell people to pursue their dreams like most Americans do. Instead, I was told that if I want a house, a car, and a wife, I should study EE. The successful path to take is to study EE undergrad in Taiwan, then EE grad in top US schools, and only after I’ve done that, I can have a life.
@@JoeChang1999So how are you doing now? Did you finish your graduate education in US or are you a engineer in TSML? I’m just curious since I’m also a student who will study in the US and might major in Electronic Microfabrication
@@oduwancheekee I think geopolitics can be applied here considering we just stared at a map for 10 minutes and Taiwan is roughly 100 miles off the coast of China.
As someone who works as a scientific glassblower for the semiconductor industry, it's really interesting to see the geopolitical impact of some of the components we use. We just make the glass and send it off, without really knowing how the apparatuses are used. This is the first time I've seen one of our customers mentioned outside of work.
@@余涛-f3f So stealing proprietary technology from companies who spent years and billions is ok here? From its history, ccp has proven again that they cannot be trusted with their word or their intentions.
You actually believed that Huawei could make the advanced chips independently? Well if they could really do that why are they keeping silent about the details of the chip?
First, am not here to defend China (If you're a hater, then move on. I am here for evident-based discussion). Second, Vox team did a great job on summarizing tech/chip war happening now between China vs US in 10 min vid. My first critic, the title is an eye-grabber; this war is on-going and China has not lost yet. It should be better titled, 'Why China is losing the microchip war up to this point'. Now for some details not presented in the video to add another layer to this discussion. First point on microchip itself: while microchip indeed are essential in all modern tech, the advanced chips (10nm) and the ones that China is losing right now is the advanced chips (
1) a lot of real life counterfactuals would provide evidence that the not disciplined enough productivity slur is a racial trope and a self interested claim by a CEO. Doesn't matter, it's far from factual and clearly convenient. 2) 5-10 years in a Chinese sector known for extensive corruption and visionware is a long time and a long reality from consistent dependable quality chip production. 3) None of this mentions industrial software development skills. Which is a problem for China and subject to a whole separate ring of tech sanctions. 4) Capital is at a premium in China and all of this requires massive investment over years. I'm sure China could overcome this, but the list of other critical challenges is a long one. The real question is how long ( for I am certain China will) when several competing calls on national priority demand time, capital and human attention?
China will be giant north korea in 10 years. We will not be able to see chinese from china anymore like in 1980s. I remember when i first saw chinese in vancouver i was shouting : mom see, chinese. Just like if we see north korean on the street today...mom look, its north korean....
Dued , you really think this account videos are meant to discuss the real issue? They want to know what they already know.Don't waste time on them.They really want to know: when and how China lose.
@@surelo9996lol 😂 Chinese population in the United States existed before the 1980s, see Chinatowns in Manhattan, Brooklyn (three), and Queens. Manhattan.
@@guill90 China has 7nm chips already and they are about to ramp up production of 5nm chips in near future. So, the U.S. isn't really stopping them from getting the tech, they are actually fastening the process of new breakthroughs in Chinese chip making.
That's not at all what the original comment said. They just added that correction to the overall content, that's all - an interesting and important correction that many would like to be aware of, including me.
@@sanchari.c You seem to have missed my "inb4" ("in before"), which means I was making a joke about posting BEFORE someone does that, not that the OP was saying that.
a lot of western optoelectronic companies have moved away from China after the mid 2000's because of IP infringement. Unlike complex high-density CPU's on silicon, optoelectronic tech involves a lot of III-V semiconductor epitaxy and bespoke fab processes - once those are know it's a lot easier to replicate and sell them for a significantly cheaper price. In the UK a lot these industries were lost over the last couple decades. With regards to warfare we're constantly on the cusp of losing our steel industry. I guess paying profits to shareholders is a lot more important than state security.
I had a similar problem back in the day. Luckily, this is an easy fix -- you just need to identify and kidnap his top scientist. A few hours with The Machine and they will tell you exactly how he gets to them first. You will need to invest in parts for The Machine, but honestly they pay for themselves pretty quickly once you start feeding multiple scientists in at a time
@@masivuye4485 Yess but now we have skilful creators from Vox independently doing video journalism like Jhonny Harris and Cleo. Jhonny's channel imo is more awesome than even Vox's.
yeah. 10 years ago they were saying china will never succeed in space. Today china is the only other country that has its own space station and can independently land a rover on mars
Vox, please do something about your audio mixing so the music bed is not obscuring the vocals. This has become a common problem with much of your content. Otherwise, I love the work you do and the information you are providing.
because china isn't losing the war.... recently china banned the export of a rare earth element that is needed to produce the chips. So US has the software tech, a few European countries have the hardware tech, and Korea and Taiwan have the manufacturing tech, and china has the chip material.... so .... chips can't be produced without any of the parties mentioned above.
@@GigachadicusMaximus you are underestimate Chinese wisdom。we are all ahead the tech,but we won't prove it .we have already win the competition,for we won't need a union. only loser need ally.
@@GigachadicusMaximus we don't care if you bet money whatsoever, many "developed countries" have been eagerly expecting China to shut down for years and based on recent discoveries, those countries seem to be tearing apart from inside first. The guy above states the right point. Only losers need allies. When you can do it on your own, you don't even bother showing it off.
Last week, Huawei Phone with made-in-China MPU has been released, which support 5G network as well as satellite call at the same time. Let's tell whether China is losing the war after a few years from now.
@@Username-mn7pcSo what? Do you even understand what the difference is between 7 and 4? It's just slight efficiency. 7nm is enough for anything in the world. 90% of the chip market uses 28nm+ including military. it's just phones that need smaller chips and a 14nm node that performs as a 4-5nm and the US labels as 7nm with 5G capabilities is enough to take back the stolen market share from the champion of "free market".
This video has aged well - we banned a country with tens of thousands of engineers from accessing reasonable priced easily accessible chips, forced them to develop their own technology and now they can do it themselves.
@@mr.alrightty2902 You have access to TH-cam, but what you don't know is that China has so much fun, all kinds of entertainments, that are not available in the US and in the rest of the world, although we upload them (videos) to TH-cam, TH-cam (algorithm) does not send these video to English audiences, to make sure that the US and the English world do not know the real China. If they knew their faith collapse. How do I know this? I watched over 100 of these entertainments videos but noticed almost that the comments are in all kinds of languages but rare in English.
It kinda backfired. Forced them to give up on seeking sources abroad and gone onto a total different direction to solve the issue internally. Like they always do.
The fab has to be profitable to be worthwhile. Huawei’s chip cannot be produced at scale hence it’s not remotely close to being a sustainable path for China
@@RogueSkull Congrats to US😉. BTW not only chips, the age of the China president is 10 yrs behind US. And US people can enjoy developed Esptein island industry that China never had. 100yrs behind in this field. Show respect to US😉
@@qoo4121 When the Afghanistan, Vietnam and other nations that were 50 years or more behind the US in tech and industry, the Uncle Sam still could not secure a complete victory. Anyway, I completely understand the notion of the American. After all, their tech and industry have long located at the top of the world, and they are too immersed in this type of status. However, in their perspective 100 years may be long, but in our point of view, that's only a fraction of the history. In this case, if they claim that they are ahead of you for 10 years or 30 years anyway, just agree them. Do the right thing and make progress everyday is the most important. Please keep in mind my bro, each one step closer to them, their arrogance decreases one point.
Funny to see this video after Huawei released a full in-house 7nm chip solution on the new P60 Pro. China is tightening the gap with the leaders in microchip. A 5nm chip is coming soon. Stay tuned.
@@gilgamesh7197 "Funny to see Chinese regard the trash chip as treasure. The chip is inferior to 865😂" Im not sure what youre on, but the chips been benchmarked. The in-house built Kirin 9000 performed better than Snapdragons 865. And this is the next generation Kirin 9000S we are talking about
It was easy for the US to deal with the former Soviet Union, it was just a military superpower. It's easier to deal with the Japanese, they're just an economic challenge. However, dealing with China is a bit difficult. It is a military power plus an economic challenge plus a technological rival plus a diplomatic rival. Thing is, bullies often don’t realize that they’re bullying people…
Soviet Union was definitely a technological and diplomatic rival as well, although less so on the economic front. And I don't expect the Chinese military to reach USSR levels of threat anytime soon....they have ZERO modern combat experience
@Antiinzō Kim Pentagon says China is the biggest threat today, yes. But it doesn't consider China to be as threatening as USSR was in the 1950s and 1960s. Those were the days where America was under constant threat of nuclear annihilation, and if we managed to overcome that, we can manage China.
@@hamzamahmood9565 You remind me of Herman Cain, who was preparing to run for US president in 2012. He said that "if he is elected president of the United States, he will definitely prevent China from obtaining nuclear weapons." An American elite knows nothing about China, let alone you. China may not have as many nuclear weapons as the United States, but it is enough to destroy the United States dozens of times.
@@hamzamahmood9565 Although the overall atmosphere of direct nuclear conflict between the US and USSR was more present. In terms of higher probability, China has definitely a higher probability of surpassing the US than USSR ever had. It has the population, economy size, military presence, diplomatic ties, everything. USSR was severely outmatched by the US in terms of economy, especially manufacturing. Even Russia today, with a population of more than 100 million, the economy is smaller than South Korea, with a population of only 55 million. However, China is literally regarded as “factory of the world”.
You finally found out the US only has purely selfish reasons not 'freedom' whenever they threaten or wage war? Keep waking up, there is much more to see and know!
@@JuanCasa2001 The original 1955 Sino-American Mutual Defense Treaty has already ended after the US switched official recognition to the PRC. As of now, there is no binding treaty that the US will defend Taiwan, only Joe Biden's word :D
As former Huawei designer going through the US sanctions from the beginning, with some of my design work even finally canceled due to the lack of chips, Now I feel like: ✌
It is too early to say China is losing the chip war, when it is just started. When supply from the west is blocked, it forces China to put chip related development as top priority and it will change the path of the chip industry significantly. When self-made chip % is getting higher in China markets, it means less market share of the west chip industry. Not a good news to US and Europe, or Japan/Korea.
Either way China will catch up eventually so it makes perfect sense for the US to attempt to prevent Chinas progression as early as possible. Would’ve been much more effective if this was done many years ago rather than the late 2010s
yes, it's pretty much the same when US banned china to cooperate with NASA and not allowing them to enter ISS. China isn't doing nothing and accept the fate, they're innovating and trying their best to find the alternative, and now they have their own space station called tiangong
It's only a expedient way to resolve the chip shortage. In the cold war US and it's allies did the same thing to USSR, and the effort that USSR to catch up the technology of US failed in the end, even their goverment cost so many capital which could be used to improve people's living conditions. The scientific progress need a big market to suport, China is a smaller market than the world, you can't expect it can birth a more advanced technology without the world market.
You can ban them from advance chips but you can't stop them from development. Sooner or later they will have to develop because it's also matter survival for them as a country.
and? We want them to struggle. If it would have taken them 10 years before now it would take 15-20. Time is money and gives the US time to invest and R&D new tech to stay on top.
Once the US has decided to switch to sanction, the result is already known, like all other technologies that China were sanctioned on, it will only speed up the process of self-reliance
losing No, it just hold back China but the pressure will only push China to develop more faster, that are countless cases in the past when west sanction China in particular technology, yet them all break through.
Chip is essentially a commodity, chip technology development needs to be driven by profits, and China is the world's largest chip consumer market, as long as there are enough profits, China's development of its own chip industry is only a matter of time, the current sanctions and blockade led to the increase in the cost of obtaining chips from outside is only helping China to accelerate their achievement of this goal.
@@minyaw1234 Interesting, I always think " IP theft" is just an excuse for US to sanction China and Not the reasons that make a nation to be a super power. If " IP theft" can do so, why Russia can't become the world factory by " IP theft", why Africa or East European countries become a superpower through " IP theft" ? let alone they are nearer to the European and America which made it easier to steal IP. that doesn't make sense. I do not deny that "IP theft" really happen in China, but is that really be of such great importance to their development?
@@minyaw1234 I don't know if you have recognized that, every penny you earn in India has to be spent in India, that's exactly what Indian government is doing.
@@Not_a_lier nm isnt everything. Even Intel had been stuck on 10nm for ages and was competing with TSMCs 7nm. Chinas SMICs 7nm N+2 is equivalent to TSMCs 5nm. Just with a 1-2% difference. Just google it if you dont believe me. And heres a fun fact, we are nearing the physical limitation on how small silicon chips can be made. The smallest silicon chips possible for humans to make is just under 1nm. So after a few years whats next? Many bet its on quantum computing. And Chinas already heavily invested in that technology
@@Not_a_lier but America is still only capable of producing 10nm chips, which heavily depends on foreign technologies like the lithography systems from ASML 🤭
Rewind 50 years and I bet you'll post "Why is China losing its nuclear weapons?" . Go back 30 years and I bet you would post "Why China is losing the world economy". Go back 20 years and I bet you would post "Why China is losing aircraft carrier development". Go back 10 years and I bet you would post "Why China is losing the space station". Your comments are really interesting, keep up the good work!
The guy Chris Miller has a point though. The most cutting edge chips are not developed within US. The production requires minuscule level of detailed designs for developing EUVs, which is made in USA. And USA gives it to Holland which builds EUV litho machines. Holland supplies these machines to Japan, Taiwan and South Korea who produce these advanced AI chips. China will have to compete with not just the US, but with Holland, Japan and Taiwan in different aspects of chip building.
The chip war is not in the narrow sense about security. It is about the United States maintaining its technological superiority over a rival which in turn affects its economic and military supremacy.
That's the military doctrine of America... being superior to the next two or three powers combined (regardless of whether they are friendly or belligerent).
China will soon run into a major roadblock called EUV, is only a matter of time before they overcome that, but the question is how long? The longer the chip disadvantage lasts for China, the harder it is for China to dominate the AI market, which is the most demanding field for semiconductors atm. However, once China catches up, China will present full-scale competition in every aspect of the semiconductor industry and the subsequent industries. China is not winning atm as they are still behind and have many obstacles to overcome, the items you listed indeed reflect their ambition and their potential. But they are still leagues behind and have much to catch up on, so those achievements It is not a signal of triumphant but a declaration of war, announcing they are still willing to fight back.
@@glorioustrap I am telling you right here. China doesn't need EUV to run a 7nm or 5nm AI or whatever chip. Does it make sense? Right now Huawei already made 7nm chips and AI chips. Right now. Your question how long is meaningless. When you reach 1nm that's it and no more. Everyone then will start all over again with new technology. China is still leading again. Frankly, USA is unable to win the tech war with China. Really hopeless. The USA has to accept its fate.
Is called multiple patterning, that's how they achieve it. To achieve what they did, they had to expose it so many times, that is both costly and difficult to achieve, not to mention the yield rate drops with each exposure, and it will be harder and harder to achieve the smaller it gets. To put it simple, doing it with DUV to achieve 5nm is no different than making a wooden carving with a dull axe, while using euv would be like using a small knife.
@@glorioustrap harder it does not mean can't make. Yes it is called multiple patterning. Their target is to break the sanction from the US in the first priority in a short time. They will make their own EUV in the mid term and the long time they are using new technologies to replace EUV. Huawei reached the first target this year by selling their smartphone mate 60 pro with the 7nm chip technology. Currently China must make sure the sanction from the US is invalid to defeat the US.
@@mug3188 this one. Excluding tons of other semiconductor fabs like ST, TI, and comparably advanced lithography like Intel. Saying Moore's law extends today. And many mistakes. I assume they try to simplify but these ones are unreasonably wrong.
US and NATO cut weapon export to china, china developed the whole weapon sysytem by itself, EU excluded china from Galileo project and china developed its own Beidou navigation system, and now china can produce some old version of chips,
Using outdated manufacturing machines, and expensive multi-patterning methods just for 7nm. Yeah… China is still far behind, and don’t forget the marketing involved, is it true 7nm? Probably not.
@@Ben21756 That's ok, for what I know, technology usually leaps by decades. Also, if Taiwan has it, then China has it. I believe President Xi's resolute that within his years of power, Taiwan will be back to its home country. More and more Tainwanese have become clear minded that it's inevitable. It's just that China believes in moderation, or the Doctrine of the Mean, and we're just waiting for more Taiwanese to realize that, and to accomplish this at the least harm to the people. Of course, the US plays an important role here. I'll just be blunt and say, some Taiwanese should stop day dreaming and think the US is reliable.
Nothing about Johnny Harris is original, and you guys do realize he used to work for Vox right before the pandemic? So his editing is actually Vox inspired, not the other way around.
Smaller creators more focused on the Asia political sphere like asianomtry have been talking about this stuff for a couple years at least, just lacking the more fancy production vox/johnny can afford
love to visit here again next year. maybe every year. I downond this video , for future use in my class. How's the Western media has the discrediting them self? Great historical evidence
who can tell especially when nothing can't getting out of china. the only way to know for sure is transparency. have chinese companies ever being transparency?
Yes impressive but…. SMIC still relied on ASML DUV systems to print the wafers. Also TSMC was making 7nm eight and a half years ago. Next gen is already 2nm and the newest iPhone uses second generation 3nm processors. Still impressive but still losing.😊
They can go even lower than that, and it's totally possible for the DUV machine they currently have. The problem is, 7 nm DUV has immensely low yield. It's not that impressive. They don't even announce the yield that they currently have.
Before 2004, the United States led the world in semiconductor technology, and foundries had to pay IBM's technology license fees. But in 2004, TSMC took the lead in developing 0.13-micron copper process technology ahead of IBM, ushering in the era of Taiwan's semiconductor technology leading the world. In 2014, IBM withdrew from the foundry business, and TSMC considered buying IBM's fab in New York State. However, even though IBM's technology has lagged behind Taiwan by a decade, the US Department of Defense and IBM, still worried about the already fading American technology influx into Taiwan, rejected the deal. High-tech semiconductor technology is the result of Taiwan's efforts to develop, and now the United States claims to "bring back" semiconductor production to the United States.
You'll find this happens in many cases where the USA cannot stand to be outdone. For example, Australian scientists developed WiFi and the country made billions in licensing - up until the point that WiFi was becoming ubiquitous and the way forward, so there was an intense legal battle and Australia sold the WiFi to the USA as an IEEE standard that we know today. 😅
We have "Brought it back". Raytheon has defense deals with taiwan placing patriot missile defense systems around the island. TSMC has a brand new fab under construction in Arizona that is an exact clone of the Taiwan facility. We might not own them but we have all of the deals and relationships and soon will have a full fab on US soil. Pretty obvious who is calling the shots.
TSMC was originally a company that grew with the help of RCA of the US in the 1980s. We Taiwanese have always been grateful to the US. I don't know what others mean actually(haha), and my English is not good. But I just want to say that we are very grateful to the US. Without the US, there would be no TSMC & Taiwan at all. I hope the US can support Taiwan more in politically and militarily
All those sanctions could actually benefit China in the long term. China has companies like SMEE that can make chip eqipments like lithography machines, but not as good as ASML yet, and they were struggling to sell their eqipments, since other Chinese company could just buy ASML machines. Now they can't buy ASML machines anymore, so they have to buy the Chineses machines instead, which will help SMEE to develop better machines in the future. Thats why ASML is not happy about the new sanctions.
Great video 👍 With Huawei releasing the new cell phone with top chips, it is amusing to watch this video. Please also make videos about China losing space war, economy war, EV war, etc.
@@SG-bp4lg SMIC has pushed the DUV machines to its limit. EUV lithography machine is not built by the gods. They were designed and built by humans with Enginnering backgrounds. As long as it is not some divine power but the Engineering minds that designs and manufactures the EU machines, China will figure that out. Some experts even say that China is pushing DUV with some modifications of its own to make 5nm Chips of it.
You forgot to mention we are reaching the physical limitations when it comes to chip design, we are reaching the physical limitation on semiconductor technology and would need some breakthrough in physics to go even smaller
1:17 the things circled are the inputs and outputs which would connect to the pinouts or wires. the transistors are actually made of the middle parts where p-type and n-type doped silicon makes bridged connections based on the electron flow.
Yes! Also the chip that Biden is holding at 5:21 is nowhere near 114B transistors. The 114B they are refering to is most probably the m1 ultra, which is way larger than that chip, which looks like a small memory module.
@@niiii_niiii It's a vox video, odds are half or more of the comments here are begin generated either by their own staff or the chatbots they run. 😋 The subscriber numbers to views to comments made numbers are way off compared to most channels.
Given that China produces about 8 times more STEM graduates than the USA each year, and that China files about 100,000 more patent applications each year - even if possibly softer - I wouldn't bet against China becoming the world's foremost chip designer and manufacturer within the next 5 - 10 years. As we've seen with Russia these past ten years, there's nothing like sanctions to spur import substitution and self-sufficiency. Cutting China off from technology and equipment is the biggest favor we could possibly do them.... The law of unintended consequences...
@@1001Balance The pandemic killed a lot of elderly in China, so that's a huge weight off their shoulders, plus, they have plenty of time to fix this problem, like robots, artificial wombs to grow babies, huge government program to get people married, etc.
Another Error i saw, Those Things you pointed out at 1:09 are not the transistors themselves those are just the contact points for said transistor. Since transistors operate on micro/nanometers of scale, you need larger contacts to actually make "contact" with them to run your circuits.
But in this case they are actually visible. It's just not what is marked, it's the part in the middle. You can actually make out that in this case, it is a flipflop. It was also huge compared to modern transistor sizes. This whole round chip was made to fit inside a TO-18 package, so it was multiple millimeters across.
China will develop its own. But the question is whether China will be able to do overtake the "Western" Companies like ASML and TSMC? Or will the "Western" Companies lead continue to grow and China continue to fall further back?
We're headed for a 500 year Golden Age. Cell phone videos + internet means evil cannot hide. If people object, that is. Do what you can. Send emails to police / gov'ts caught. Recycle something (I do cardboard). Cut back eating beef. Whatever. Do what you can but do something.
China keeps growing itself and The US cannot ignore that China is catching behind really close, they just don't have any reason to stop competing until one of them loses, just like USSR and NATO.
@@SpawnKohane but is it necessary to compete with each other. The US will always be ahead of the game with their advanced technology but it’s undeniable that China is getting stronger in many aspects. If both countries can work together peacefully, they’ll be able to solve so many problems that are way more important than having competition. Unfortunately these two countries only think about themselves.
SMIC - the most successful Chinese chip maker just announced it can make 7nm chips, a step behind the bleeding edge 5nm chips of TSMC. This is an impressive feat and even if it cannot be exported (as its "very" close to TSMC design) it can still fullfill Chinese internal demand.
Not really, the production process SMIC is not commercially viable compared to EUV based production. You are comparing building a car by hand to a fully automated car plant.
@@1001Balancetrue but the fact they went for a totally different approach and the way they built their circle shaped mega EUV allowed them to position the particles at different sections of the accelerator, it’s only a matter of time before they can make 1nm chips
So you essentially turned a customer into a competitor. Did I mention that former customer has the most STEM graduates and largest market for semiconductor? Great strategy!
@@putridindulgence True, and it was only 1 video. his video on this topic is also not very historical and more about the current geo-politics. He also now has a bigger team and fact-checks his data. You should always take everything on TH-cam with a grain of salt, but Johnny Harris has told everything told here, but better and more in-depth.
this video didnt age well.. with huawei mate 60 pro china is again the number one on the market. i regret living in europe as we will soon be the third world in terms of access to the best technologies. asia is the future.
Even the United States cannot manufacture 3nm chips, and high-end chip manufacturing can only be done in Asia. The United States is losing hundreds of billions of dollars in chip profits, wish the United States good luck
I'm always surprised how relatively unknown a company like ASML is to the larger audience. It has a unique key strategic position in the world that no other company has. You don't often see that and it represents both a strength and a weakness for the free western world.
@@Croz89 ARM is not as critical, RISC V is a good alternative. There is no alternative to ASML, Nikon has given up on EUV. They are decade or more ahead of everybody else.
It's not that someone can or cannot build it, it's that no one can afford to build it. It's too expensive to build
How did china get to 7nm without ASML
It's not surprising at all. How many people know what lithography is?
"free western world"
Ironic.
Some extra info: Zeiss, a german company that produces lenses is also the only company with the most advanced lenses which asml uses for their machines.
yes thats why ASML bought a big part of Zeiss
so whoever supplies the glass to ZEISS must be the most important origin story to the worlds chips.
Or the people that supply the sand to the glass company, that then sends to ZEISS.
@@brodoxl i didnt know that, thank you!
@@brodoxl as far as i know ASML owns or has a big share in most of the companies that i needs to build the machines.
Things like this are part of why the supply chain for advanced electronics is far more complex and fragile than people realize. There are so many single points of potential failure.
Brilliant video. Thanks.
While it may seem like the "chip war" is between China and the US allies, it's actually pretty 2 dimensional. US allies (Japan, South Korea and Taiwan) too are competing among themselves to out-pace each other. No one wants to end up in a situation where it can be casted out easily. While TSMC (of Taiwan) is building new plants in both America and Japan, their foreign investments do not involve most advanced technology, keeping the US' incentive to defend Taiwan from China intact.
Both Japan and South Korea has announced their own set of lucrative subsidies to poach companies from each other countries. They are also worried about losing market share in China and China hampering the supply chain of raw materials if it feels cornered.
This is just the beginning.
@@ThePirateParrot Explain?
@@Fauzanarief-n7i True but as long as the politics side of things are concerned, this video sums up things pretty well.
TSMC not building much internationally isn't about geopolitics and having a reason to defend Taiwan, it is a practical business case of having your engineers and researchers close to the manufacturing lines as there is a synergy of the various aspects of their business that having far flung branches does not grant them.
@@msytdc1577 Company's officials may know the real reason but there's anxiety among Taiwanese people for sure. Opposition has blamed the ruling party for "gifting TSMC to the US". The chairman of TSMC cleared the tension last December by telling that they're investing more in South Taiwan than what they did in the US. There can be more than one reason behind a move.
Guys, here is the Savior
YaH The Heavenly FATHER HIMSELF was Who they Crucified/Pierced for our sins and “HERE IS THE PROOF”
From the Ancient Egyptian Semitic:
"Yad He Vav He" is what Moshe (Moses) wrote, when Moses asked YaH His Name (Exodus 3)
Ancient Egyptian Semitic Direct Translation
Yad - "Behold The Hand"
He - "Behold the Breath"
Vav - "Behold The NAIL"
Vox: China will lose the chip war
Huawei : Hold My Mate 60 Pro
lol
Yea china is totally winning they are so advanced they basically mass produced a chip technology which the world mass produced in 2016 (7 years ago) lol
Huawei still uses ARM architecture for their chips :(
Its chip uses outdated technology, but its price is no cheaper than new technology mobile phones
@@arnhut12-uy9urand he say win 😂😂😂😂
ASML is the most important company in the world most people have never heard of.
ASML is well known in Asia.
Well, there's Fiserv, United Health, Protor & Gamble, Merck and others.
@@MaximSupernov NMSL is also well known in Asia.
Most people in west*
Might just be the reason the biggest war of this millenia. Technology has become the power of military
I wrote my thesis on this very topic about 1 1/2 years ago and it is always great to see this topic get brought up more and more
If you don't mind me asking, what do you think of a cold war with China? I'm reading that it's could be a good thing rather than bad, but no one seems give any details either way.
@@chadatchison145 The reason why the United States is in a cold war with China is to contain China’s development and prevent China’s GDP from surpassing that of the United States, not to defend human rights or ideology. Otherwise, there is no way to explain why the United States is still very friendly with Saudi Arabia and the US supported the Taliban organization, which later launched 911
@@demogia4996 I know, I just basically want to know the pros and cons of a cold war with China, most people talk about cold wars as ominous and frightening but it seems to me that they add stability of sorts to the political world stage, but I'm sure there's more to it than that and I'd like to know the bigger picture.
if you don't mind sharing it, would love to read it.
Is your thesis published? Please share
The production of this is fantastic and really shows the pressures that both countries face. Great job by the production team.
Bobby, I hope that one day you find what you most desire in your life. Never give up; I believe in you ❤ also can you do my laundry?
The US is setting a precedent for China and India on how to bully others when they are the largest economy in the world.
Really? Did you see the so-called exponential graph?
@@bhaskarmehra8758 you’re being knit picky
@@AllendeNL no, I don't think so. especially when they use such a graph to explain an important underpinning concept. Like at 3:23, makes no sense.
After a year， I just smile with no words~
Another 6 months later I have to shake my head😂
Wait what happened
As a person who has spent 35 years in silicon valley's chip industry, while this video has many things right it also misses many pieces of the puzzle. Labor cost is not the primary reason chip manufacturing moved offshore. A huge factor was that chip fabs are extremely expensive and capital for building them was very expensive in the USA in the 80s when this trend really ramped up. The inflation of the 70s was a mighty contributor to that. Yes, it is true that the south Korean and Taiwanese governments were very supportive of having their engineering students pursue graduate education in the USA and such students often dominated the Semiconductor section of American Graduate schools from at least the late 1970s. In my grad school 20 of 23 Research Assistants in Semiconductor physics were from either Taiwan or S. Korea. only 2 were Americans. Taiwan and S. Korea saw the strategic value while American politicians didnt distinguish between potato chips and semiconductor chips as one politico explicitly stated.
As a person who grew up in Taiwan, I can confirm that not only the country but the entire society encourages students to study EE. Ever since middle school, I have been told that EE is the king of engineering from parents, teachers, and the news. They don’t tell people to pursue their dreams like most Americans do. Instead, I was told that if I want a house, a car, and a wife, I should study EE. The successful path to take is to study EE undergrad in Taiwan, then EE grad in top US schools, and only after I’ve done that, I can have a life.
@@JoeChang1999 same in here s.korea.
@@JoeChang1999So how are you doing now? Did you finish your graduate education in US or are you a engineer in TSML? I’m just curious since I’m also a student who will study in the US and might major in Electronic Microfabrication
ঝ্যন
Every now and then Vox just makes me fall in love with this world and its geopolitics, loved it
You would love Johnny Harris as well then
@@prajwalmeshram32 Pretty sure Harris get his start as a writer / producer for Vox, too!
Pls don't call it "geopolitics", it's just international politics, geopolitics implies linkage to geography, which is just not the case.
@@oduwancheekee I think geopolitics can be applied here considering we just stared at a map for 10 minutes and Taiwan is roughly 100 miles off the coast of China.
just so manyy inaccuracies in one video. typical video essays, but it's good enough for beginners. love the graphics.
As someone who works as a scientific glassblower for the semiconductor industry, it's really interesting to see the geopolitical impact of some of the components we use.
We just make the glass and send it off, without really knowing how the apparatuses are used. This is the first time I've seen one of our customers mentioned outside of work.
Do you work for Zeiss?
how have you not already heard about this, this isn't recent news
我是中国人，中国唯一的错误就是威胁到美国的地位，从苏联，日本，欧盟，中国，美国打压中国没错，世界丛林法则，任何国家站在美国的位置，不会允许有人威胁自己的地位，所以让我们拭目以待，看看中美竞争，谁是最后的胜利者，大国竞争，小国成为牺牲品，别无选择，任人摆布😂😂😂
@@余涛-f3f So stealing proprietary technology from companies who spent years and billions is ok here? From its history, ccp has proven again that they cannot be trusted with their word or their intentions.
which customer is that?
This did not age well.. Just 6 months later, Huawei is selling millions of phones with native 7nm 5G SOCs
You actually believed that Huawei could make the advanced chips independently? Well if they could really do that why are they keeping silent about the details of the chip?
@@bannie8933 Then please explain who you think did it? I'm all ears.
@@bannie8933 I think those chips are made by TSMC or Samsung or Intel, please investigate fully and sanction them :)
@@bannie8933白皮猪现在还是想不明白吧哈哈
@@niuliu6504 Now it has been confirmed that it is China's own chip.
First, am not here to defend China (If you're a hater, then move on. I am here for evident-based discussion). Second, Vox team did a great job on summarizing tech/chip war happening now between China vs US in 10 min vid.
My first critic, the title is an eye-grabber; this war is on-going and China has not lost yet. It should be better titled, 'Why China is losing the microchip war up to this point'.
Now for some details not presented in the video to add another layer to this discussion.
First point on microchip itself: while microchip indeed are essential in all modern tech, the advanced chips (10nm) and the ones that China is losing right now is the advanced chips (
China is theft of everything
1) a lot of real life counterfactuals would provide evidence that the not disciplined enough productivity slur is a racial trope and a self interested claim by a CEO. Doesn't matter, it's far from factual and clearly convenient.
2) 5-10 years in a Chinese sector known for extensive corruption and visionware is a long time and a long reality from consistent dependable quality chip production.
3) None of this mentions industrial software development skills. Which is a problem for China and subject to a whole separate ring of tech sanctions.
4) Capital is at a premium in China and all of this requires massive investment over years.
I'm sure China could overcome this, but the list of other critical challenges is a long one. The real question is how long ( for I am certain China will) when several competing calls on national priority demand time, capital and human attention?
China will be giant north korea in 10 years. We will not be able to see chinese from china anymore like in 1980s. I remember when i first saw chinese in vancouver i was shouting : mom see, chinese. Just like if we see north korean on the street today...mom look, its north korean....
Dued , you really think this account videos are meant to discuss the real issue? They want to know what they already know.Don't waste time on them.They really want to know: when and how China lose.
@@surelo9996lol 😂 Chinese population in the United States existed before the 1980s, see Chinatowns in Manhattan, Brooklyn (three), and Queens. Manhattan.
This was an absolute great video
Great
Grozav
Good
Great
@TIMEBUCKS™ hi
Who can imagine China makes breakthrough only 7 months after this video was released. Slap!
What breakthrough are you talking about?
@@guill90 China has 7nm chips already and they are about to ramp up production of 5nm chips in near future. So, the U.S. isn't really stopping them from getting the tech, they are actually fastening the process of new breakthroughs in Chinese chip making.
😂😂😂trur
Thanks US for sanctioning so China is developing their own. 👍 Congrats ❤️
@flyingtothemoon4271 China was already pursuing its own. SMIC already existed and was already getting subsidies.
Maybe Vox should make a video about Why China is losing the Space station war. or the GPS war. or the EV war. all of which is sanctioned by the US.
Hey, they can make a Video about 90 genders, China definitely falls way way behind😅
Well said @eternalobi! Space station is another good example for sure.
@@glowiedetector sarcasm.
@@thesheepthemightythecrazy 你看一下新闻就知道，目前神舟17号的航天员还在空间站上呢……中国研发GPS是不想在可能的战争时期受制于美国的GPS，这更多是军事用途，并没有输赢。至于新能源车，中国的汽车企业确实通过新能源车获取了很多中国国内的市场份额，而比亚迪的销量在前不久刚刚超过了特斯拉。感觉这个朋友的消息源确实很片面，可能这也是这个频道观众的共同点。
What you said, China has its own system.
@1:16 You've incorrectly marked the input/output terminals as transistors. The actual transistors are all the stuff in the middle.
Thanks.
And oh, that's funny!
inb4 some really myopic computing nerd rages about how this entire video's point is invalid because of this minor mistake.
That's not at all what the original comment said. They just added that correction to the overall content, that's all - an interesting and important correction that many would like to be aware of, including me.
One of many small editing and fact checking fails we've come to expect from vox
@@sanchari.c You seem to have missed my "inb4" ("in before"), which means I was making a joke about posting BEFORE someone does that, not that the OP was saying that.
Great video. You managed to breakdown the complexity of this whole situation into easy to understand pieces for all.
Mind Begs the Question:
Chinese Syping,TikTok - Not Ok
Israeli Spying,Pegasus - Ok?
@@HumanBeingsRThinkingBeings US PRISM: Amateurs
Mind Begs the Question:
If TikTok caused no Genocide
If Facebook caused Religious Genocide,Civil War
Must Ban - TikTok,Facebook?
Johnny Harris's was pretty thorough, too
Jeffrey Epstein Gaming
As a Chinese, thanks to the U.S. embargo, we couldn't have developed microchip technology without you. thank you very much
hahaha，comeback is real. Now they tighten the restriction even more, they really go all out in helping China developing her own technology.
Yes we are grateful. Keep banning 😂
i admit we did help you. But we still have better chips maybe not for long tho.
兄弟下次用中文评论😂
哥们下次用中文更有杀伤力😂
a lot of western optoelectronic companies have moved away from China after the mid 2000's because of IP infringement. Unlike complex high-density CPU's on silicon, optoelectronic tech involves a lot of III-V semiconductor epitaxy and bespoke fab processes - once those are know it's a lot easier to replicate and sell them for a significantly cheaper price.
In the UK a lot these industries were lost over the last couple decades. With regards to warfare we're constantly on the cusp of losing our steel industry. I guess paying profits to shareholders is a lot more important than state security.
Duh capitalism
Korean companies breach IP laws all the time but they receive less smacking because they are considered as allies
UK's best companies are lost to the US not China.
"State security" we can't even stop the boats.
@@GeoffreyBronsonUK with a state of the art aircraft carrier & F35's; they are no match for rubber dinges sold at decathlon.
I'm losing the chip war too. my brother got to the Doritos before I did :(
Not the Doritos!
Felt like the time I got caught in Pearl Harbor as the Yanks zeroed in on our Calbees
Stay strong brother
Buy up the supply chain by learning how to make your chips and boom you dominate your brother now ;)
I had a similar problem back in the day. Luckily, this is an easy fix -- you just need to identify and kidnap his top scientist. A few hours with The Machine and they will tell you exactly how he gets to them first.
You will need to invest in parts for The Machine, but honestly they pay for themselves pretty quickly once you start feeding multiple scientists in at a time
Lol
This kind of videos are the reason why I subscribed to Vox. More of these please!
Could not agree more
Vox used to be the go to channel 😭😭
Vox is funded by the US government and it follows the US government views so there is an impartiality problem.
Johnny harris did the same video two weeks ago..
@@masivuye4485 Yess but now we have skilful creators from Vox independently doing video journalism like Jhonny Harris and Cleo. Jhonny's channel imo is more awesome than even Vox's.
HUAWEI:Are you sure about that?
I will come back in 10 years to check on this video.
yeah. 10 years ago they were saying china will never succeed in space. Today china is the only other country that has its own space station and can independently land a rover on mars
无需阅读，这些都是假新闻。
@@hughmungus2760 Well, to be honest they just produce whatever people here wanna see, a clown behavior to say at the least, but hey, it grabs subs.
就像一个差学生。突然成绩变好。不管怎么样，都会有人怀疑他是不是抄了好学生的答案。除非在考场里他考的比别人都好。有些人才不会怀疑。
Vox, please do something about your audio mixing so the music bed is not obscuring the vocals. This has become a common problem with much of your content. Otherwise, I love the work you do and the information you are providing.
Very true, it's turning into a Christopher Nolan movie on a bad day!
Missing microchip 🤪
@@someone-gb2ec Missing S :)
Works for me as is.
Cant hear a thing.
Vox: Why China is losing the microchip war
China: Hold my beer
No, no, we'll just silently watch，From God's perspective
Hold my beer, I need to steal the technology to make chips.😅
@gund89123 what technology ?
Vox had said so many things in this vid, but non of them are explaining why China is losing the war.
because china isn't losing the war.... recently china banned the export of a rare earth element that is needed to produce the chips. So US has the software tech, a few European countries have the hardware tech, and Korea and Taiwan have the manufacturing tech, and china has the chip material.... so .... chips can't be produced without any of the parties mentioned above.
@@GigachadicusMaximus you are underestimate Chinese wisdom。we are all ahead the tech,but we won't prove it .we have already win the competition,for we won't need a union. only loser need ally.
@@GigachadicusMaximus we don't care if you bet money whatsoever, many "developed countries" have been eagerly expecting China to shut down for years and based on recent discoveries, those countries seem to be tearing apart from inside first. The guy above states the right point. Only losers need allies. When you can do it on your own, you don't even bother showing it off.
Because China is not losing it, and that is unspeakable.
VOX media editor, says alot, and who funded them. 😂😂😂
Last week, Huawei Phone with made-in-China MPU has been released, which support 5G network as well as satellite call at the same time. Let's tell whether China is losing the war after a few years from now.
Its 7nm . Apple had 3nm chips
@@Username-mn7pc the first step is always hard,but its just a beginning
😂😂😂😂😂 well this satellite call is working well hahaha
usa can not make 2nm chips itself@@Username-mn7pc
@@Username-mn7pcSo what? Do you even understand what the difference is between 7 and 4? It's just slight efficiency. 7nm is enough for anything in the world. 90% of the chip market uses 28nm+ including military. it's just phones that need smaller chips and a 14nm node that performs as a 4-5nm and the US labels as 7nm with 5G capabilities is enough to take back the stolen market share from the champion of "free market".
This video has aged well - we banned a country with tens of thousands of engineers from accessing reasonable priced easily accessible chips, forced them to develop their own technology and now they can do it themselves.
You say "we" as if you are from America, but you are in China 🤣
@@vipetherap2722 sure basement buddy, I’m commenting on TH-cam in a country that has no access to it
@@mr.alrightty2902 You have access to TH-cam, but what you don't know is that China has so much fun, all kinds of entertainments, that are not available in the US and in the rest of the world, although we upload them (videos) to TH-cam, TH-cam (algorithm) does not send these video to English audiences, to make sure that the US and the English world do not know the real China. If they knew their faith collapse.
How do I know this? I watched over 100 of these entertainments videos but noticed almost that the comments are in all kinds of languages but rare in English.
It kinda backfired. Forced them to give up on seeking sources abroad and gone onto a total different direction to solve the issue internally. Like they always do.
The fab has to be profitable to be worthwhile. Huawei’s chip cannot be produced at scale hence it’s not remotely close to being a sustainable path for China
China：Learn how to be humourous via Vox🤣🤣🤣
Humorous you say? Us has already developed chips in angstroms, not even nanometer scale anymore. China is 10yrs behind.
@@RogueSkull Congrats to US😉. BTW not only chips, the age of the China president is 10 yrs behind US. And US people can enjoy developed Esptein island industry that China never had. 100yrs behind in this field. Show respect to US😉
@@qoo4121 When the Afghanistan, Vietnam and other nations that were 50 years or more behind the US in tech and industry, the Uncle Sam still could not secure a complete victory. Anyway, I completely understand the notion of the American. After all, their tech and industry have long located at the top of the world, and they are too immersed in this type of status. However, in their perspective 100 years may be long, but in our point of view, that's only a fraction of the history. In this case, if they claim that they are ahead of you for 10 years or 30 years anyway, just agree them. Do the right thing and make progress everyday is the most important. Please keep in mind my bro, each one step closer to them, their arrogance decreases one point.
In recent news, China produces 7nm chips with a good yield, which is as good as anything made in the US. They're closing the gap...
@@IBMboy So who is the OEM of 7nm? Are you？😜
4nm recently now
Funny to see this video after Huawei released a full in-house 7nm chip solution on the new P60 Pro. China is tightening the gap with the leaders in microchip. A 5nm chip is coming soon. Stay tuned.
Funny to see Chinese regard the trash chip as treasure. The chip is inferior to 865😂
@@snoopysnoops007I believe
@gilgamesh7197 You crying, huh?😂
Do people even make an effort to understand semiconductors?
@@gilgamesh7197 "Funny to see Chinese regard the trash chip as treasure. The chip is inferior to 865😂"
Im not sure what youre on, but the chips been benchmarked. The in-house built Kirin 9000 performed better than Snapdragons 865. And this is the next generation Kirin 9000S we are talking about
It was easy for the US to deal with the former Soviet Union, it was just a military superpower. It's easier to deal with the Japanese, they're just an economic challenge. However, dealing with China is a bit difficult. It is a military power plus an economic challenge plus a technological rival plus a diplomatic rival.
Thing is, bullies often don’t realize that they’re bullying people…
Soviet Union was definitely a technological and diplomatic rival as well, although less so on the economic front. And I don't expect the Chinese military to reach USSR levels of threat anytime soon....they have ZERO modern combat experience
@@hamzamahmood9565 The Pentagon doesn't think so
@Antiinzō Kim Pentagon says China is the biggest threat today, yes. But it doesn't consider China to be as threatening as USSR was in the 1950s and 1960s. Those were the days where America was under constant threat of nuclear annihilation, and if we managed to overcome that, we can manage China.
@@hamzamahmood9565 You remind me of Herman Cain, who was preparing to run for US president in 2012. He said that "if he is elected president of the United States, he will definitely prevent China from obtaining nuclear weapons." An American elite knows nothing about China, let alone you. China may not have as many nuclear weapons as the United States, but it is enough to destroy the United States dozens of times.
@@hamzamahmood9565 Although the overall atmosphere of direct nuclear conflict between the US and USSR was more present. In terms of higher probability, China has definitely a higher probability of surpassing the US than USSR ever had. It has the population, economy size, military presence, diplomatic ties, everything. USSR was severely outmatched by the US in terms of economy, especially manufacturing. Even Russia today, with a population of more than 100 million, the economy is smaller than South Korea, with a population of only 55 million. However, China is literally regarded as “factory of the world”.
As a Chinese, I'm more than happy that you really think so😊
I'm watching this video on my Huawei Mate 60 Pro 🤣🤣🤣
Ya Huawei Mate 60 pro which uses 7 nm chip technology which is almost 10 years old (IBM made first 7 nm chip in 2015). Losers 😂😂😂😂😂
@@thesenate8477 are you writing this on your iphone with a 20W charger that is 100 years old xD xD
@@thesenate8477 Currently only Samsung, TSMC and SMIC could mass produce 7nm at the effective cost and high yield rate.
🤣🤣🤣👍
@@thesenate8477 source : hollywoood tells me that
This was ageing bad before Huawei Mate P 60 pro with 7 nm chip and 5 G with satellital calls :)
You're an wumao-bot betting on the public's ignorance of semi-conductor manufacturing.
Amazing video, now I've got a better understanding of why the USA is so openly willing to protect Taiwan in the case if China decides to make a move.
Also, treaties.
Also, democracy vs. dictatorship.
PROTECT my a**.
You finally found out the US only has purely selfish reasons not 'freedom' whenever they threaten or wage war? Keep waking up, there is much more to see and know!
In 1955 President Eisenhower promised that we would defend Taiwan. We're in a treaty
@@JuanCasa2001 The original 1955 Sino-American Mutual Defense Treaty has already ended after the US switched official recognition to the PRC. As of now, there is no binding treaty that the US will defend Taiwan, only Joe Biden's word :D
As former Huawei designer going through the US sanctions from the beginning, with some of my design work even finally canceled due to the lack of chips,
Now I feel like: ✌
It is too early to say China is losing the chip war, when it is just started. When supply from the west is blocked, it forces China to put chip related development as top priority and it will change the path of the chip industry significantly. When self-made chip % is getting higher in China markets, it means less market share of the west chip industry. Not a good news to US and Europe, or Japan/Korea.
china should lose it
American says country security first
Either way China will catch up eventually so it makes perfect sense for the US to attempt to prevent Chinas progression as early as possible. Would’ve been much more effective if this was done many years ago rather than the late 2010s
yes, it's pretty much the same when US banned china to cooperate with NASA and not allowing them to enter ISS. China isn't doing nothing and accept the fate, they're innovating and trying their best to find the alternative, and now they have their own space station called tiangong
It's only a expedient way to resolve the chip shortage. In the cold war US and it's allies did the same thing to USSR, and the effort that USSR to catch up the technology of US failed in the end, even their goverment cost so many capital which could be used to improve people's living conditions. The scientific progress need a big market to suport, China is a smaller market than the world, you can't expect it can birth a more advanced technology without the world market.
omg, only in one year after this clip release, they found their ways.
You can ban them from advance chips but you can't stop them from development. Sooner or later they will have to develop because it's also matter survival for them as a country.
US banned China from the ISS, 10 years later…China has its own space station.
A lot of countries keep surviving w/o developing chips.
@@Rai2M did you read what asml CEO said today about baning china from so called superior tech.
and? We want them to struggle. If it would have taken them 10 years before now it would take 15-20. Time is money and gives the US
time to invest and R&D new tech to stay on top.
@@looseygoosey1349 lol let's see, you have a point but maybe China can go faster
Once the US has decided to switch to sanction, the result is already known, like all other technologies that China were sanctioned on, it will only speed up the process of self-reliance
losing No, it just hold back China but the pressure will only push China to develop more faster, that are countless cases in the past when west sanction China in particular technology, yet them all break through.
Haha my prediction did come true
Chip is essentially a commodity, chip technology development needs to be driven by profits, and China is the world's largest chip consumer market, as long as there are enough profits, China's development of its own chip industry is only a matter of time, the current sanctions and blockade led to the increase in the cost of obtaining chips from outside is only helping China to accelerate their achievement of this goal.
@@minyaw1234 I think the truth is the opposite, AI+Internet may reduce the application scope and profitability of high process chips.
@@minyaw1234 Interesting, I always think " IP theft" is just an excuse for US to sanction China and Not the reasons that make a nation to be a super power. If " IP theft" can do so, why Russia can't become the world factory by " IP theft", why Africa or East European countries become a superpower through " IP theft" ? let alone they are nearer to the European and America which made it easier to steal IP. that doesn't make sense. I do not deny that "IP theft" really happen in China, but is that really be of such great importance to their development?
You are living in the world of fantasy
@@minyaw1234 印度挣钱印度花 一分别想带回家
@@minyaw1234 I don't know if you have recognized that, every penny you earn in India has to be spent in India, that's exactly what Indian government is doing.
I am watching the video on my HUAWEI 60 PRO.
You cannot use Google then?
@@jxteodosio 💀
@@jxteodosio I log in TH-cam with my Google account.
@@jxteodosio iphone users can watch youtube video
No goggle. Ok
Thanks to SMIC which produces Huawei's 7nm Kirin 9000 chip,
Now China not only doesn't need TSMC but also ASML👏
Hello the world is currently on 5nm and preparimg for 3nm (atleast how they are branded)
@Not_a_lier well china is now 3 years behind , soon they are going to catch up good luck
@@Not_a_lier nm isnt everything. Even Intel had been stuck on 10nm for ages and was competing with TSMCs 7nm. Chinas SMICs 7nm N+2 is equivalent to TSMCs 5nm. Just with a 1-2% difference. Just google it if you dont believe me.
And heres a fun fact, we are nearing the physical limitation on how small silicon chips can be made. The smallest silicon chips possible for humans to make is just under 1nm. So after a few years whats next? Many bet its on quantum computing. And Chinas already heavily invested in that technology
@@Not_a_lier Just a few months ago most people would say China could never produce their own 7nm chips
@@Not_a_lier but America is still only capable of producing 10nm chips, which heavily depends on foreign technologies like the lithography systems from ASML 🤭
A sound slap in your face - Huawei has released 5G mobiles with indigenous 7nm chips.
7nm lol while the rest of the world is using 3. Who's loosing again ?
@@DragonOfTheMortalKombat Hope this mere thought makes you sleep better🤣🤣🤣... but unfortunately not for long.
@@DrCK2012❤you need EUV machines to move forward sry.
@@Not_a_lier probably 1 year I think cuz them Chinese cooking something 🗿
@@Not_a_lier Ho really!? 😂 Who said EUV is a must for chips under 7nm? How come the Japanese claim they can produce 5nm chips by 2025 without EUV?
Rewind 50 years and I bet you'll post "Why is China losing its nuclear weapons?" . Go back 30 years and I bet you would post "Why China is losing the world economy". Go back 20 years and I bet you would post "Why China is losing aircraft carrier development". Go back 10 years and I bet you would post "Why China is losing the space station".
Your comments are really interesting, keep up the good work!
The guy Chris Miller has a point though. The most cutting edge chips are not developed within US. The production requires minuscule level of detailed designs for developing EUVs, which is made in USA. And USA gives it to Holland which builds EUV litho machines. Holland supplies these machines to Japan, Taiwan and South Korea who produce these advanced AI chips. China will have to compete with not just the US, but with Holland, Japan and Taiwan in different aspects of chip building.
@Freedom_from_imp Yes, I too hope so.
The chip war is not in the narrow sense about security. It is about the United States maintaining its technological superiority over a rival which in turn affects its economic and military supremacy.
That's the military doctrine of America... being superior to the next two or three powers combined (regardless of whether they are friendly or belligerent).
a very fair thing to do, we need to listen to the masters
Better a democracy holding “strategic superiority” than an authoritarian meritocracy.
It may be of interest to note, Economic security falls under the national security blanket
which is security....
Are you sure China is losing the chip war? How about Huawei chip 9000s and 980A AI chip?
China will soon run into a major roadblock called EUV, is only a matter of time before they overcome that, but the question is how long? The longer the chip disadvantage lasts for China, the harder it is for China to dominate the AI market, which is the most demanding field for semiconductors atm. However, once China catches up, China will present full-scale competition in every aspect of the semiconductor industry and the subsequent industries. China is not winning atm as they are still behind and have many obstacles to overcome, the items you listed indeed reflect their ambition and their potential. But they are still leagues behind and have much to catch up on, so those achievements It is not a signal of triumphant but a declaration of war, announcing they are still willing to fight back.
@@glorioustrap I am telling you right here. China doesn't need EUV to run a 7nm or 5nm AI or whatever chip. Does it make sense? Right now Huawei already made 7nm chips and AI chips. Right now. Your question how long is meaningless. When you reach 1nm that's it and no more. Everyone then will start all over again with new technology. China is still leading again. Frankly, USA is unable to win the tech war with China. Really hopeless. The USA has to accept its fate.
@ql1162 No they need euv or other equivalent alternatives to go even further. Multiple exposure they r doing with duv is expensive and not efficient.
Is called multiple patterning, that's how they achieve it. To achieve what they did, they had to expose it so many times, that is both costly and difficult to achieve, not to mention the yield rate drops with each exposure, and it will be harder and harder to achieve the smaller it gets. To put it simple, doing it with DUV to achieve 5nm is no different than making a wooden carving with a dull axe, while using euv would be like using a small knife.
@@glorioustrap harder it does not mean can't make. Yes it is called multiple patterning. Their target is to break the sanction from the US in the first priority in a short time. They will make their own EUV in the mid term and the long time they are using new technologies to replace EUV. Huawei reached the first target this year by selling their smartphone mate 60 pro with the 7nm chip technology. Currently China must make sure the sanction from the US is invalid to defeat the US.
At only 7 moths since this video was released, huawei mate 60 pro now leads the market...
😂6500YUAN的4.999G手机，确实是“leads the market” 遥遥领先了😂，还诞生了一个meme“遥遥领先”被中国网友津津乐道着。
Huawei Mate 60 explained everything
The Taiwan story is something people really need to pay more attention to. Learned a lot in this one.
very true
The Taiwan story was barely given any context here
@@HumanBeingsRThinkingBeings Israeli and US have political ties/connection, they share information with eachother
@zarategabe anytime you talk about semiconductors ...you are talking about Taiwan and the conflict between U.S and China.
@@erickbravo5800 And Taiwan will return to China one day
1:12 did he just labeled bondpads as transistors?
tons of inaccuracies in one video.
@@omniyambot9876 like what
He also counted 4 transistors, but given that the pads are marked input/output it's pretty clear it's just 2 transistors.
@@mug3188 this one. Excluding tons of other semiconductor fabs like ST, TI, and comparably advanced lithography like Intel. Saying Moore's law extends today. And many mistakes. I assume they try to simplify but these ones are unreasonably wrong.
Here are two field transistors with common drain .
US and NATO cut weapon export to china, china developed the whole weapon sysytem by itself, EU excluded china from Galileo project and china developed its own Beidou navigation system, and now china can produce some old version of chips,
You left out the ISS...
This was one year ago, what happened now?
Did anyone else notice that they circled the I/O of the semiconductors and not the transistors themselves? The transistors are in the middle.
They also showed Moore's law using a linear graph..
@@dylbert140485 *facepalm*
It's a logarithmic scale, as can be seen by the Y axis markings.
Yes, can tell the video maker doesn’t have much technical background
electrical engineering graduates laughing😂
Think they miss-spelled "Wish" as "Why".
Pls tell me why china now had 7nm chip ?
Using outdated manufacturing machines, and expensive multi-patterning methods just for 7nm. Yeah… China is still far behind, and don’t forget the marketing involved, is it true 7nm? Probably not.
@@Ben21756 Then I wish good luck to Intel, Qualcomm, and other American semiconductor companies
taiwan had 2nm chip, china is still at least 5 years behind
@@brandonwang3724 China still does not have EUV lithography capability which was introduced in 2016, they’re actually 8 years behind at minimum.
@@Ben21756 That's ok, for what I know, technology usually leaps by decades. Also, if Taiwan has it, then China has it. I believe President Xi's resolute that within his years of power, Taiwan will be back to its home country. More and more Tainwanese have become clear minded that it's inevitable. It's just that China believes in moderation, or the Doctrine of the Mean, and we're just waiting for more Taiwanese to realize that, and to accomplish this at the least harm to the people. Of course, the US plays an important role here. I'll just be blunt and say, some Taiwanese should stop day dreaming and think the US is reliable.
"The most short-sighted strategy in competing with China: attempting to isolate or blockade it."
Boy this aged badly.
How so? I'm not disagreeing, but I'd simply like to understand. Is this to do with how Taiwan is such a main player in microchip production?
@@mattpain4347because few months after this video. Haiwei already had 7nm chips. And the 7nm now is as good as the 5nm chips which make by Taiwan.
@@Nothing-Better-To-Do Ohhh okay thank you for letting me know.
Glad to see Vox getting back to these kinds of videos. Clearly an edit style highly inspired by Johnny Harris though ironically
I wanted to see if anyone would call them out for the Johnny Harris video inspiration 🙃
Glad you said the word "ironically" lol
@@denisemartinezhicks2118 I mean, a LOT of similar videos posting just a week or two after Johnnys can’t at all be suspicious 👀
Nothing about Johnny Harris is original, and you guys do realize he used to work for Vox right before the pandemic? So his editing is actually Vox inspired, not the other way around.
Smaller creators more focused on the Asia political sphere like asianomtry have been talking about this stuff for a couple years at least, just lacking the more fancy production vox/johnny can afford
Huawei Mate 60 destroyed this video immediately lol
Slap!Slap!😅😅😅
RIP Intel, America's only chip maker, died trying and failing to make 7nm chips, lol
Anyone' here after china's 7nn Chip Breakthrough 😂😂
good job，guy😆 - from huawei mate 60 pro
love to visit here again next year. maybe every year. I downond this video , for future use in my class. How's the Western media has the discrediting them self? Great historical evidence
I suggest the NYT piece "An act of war ..." by Alex Palmer
Like countless " China is going to collapse soon reports ". Did not aged well.
who can tell especially when nothing can't getting out of china. the only way to know for sure is transparency. have chinese companies ever being transparency?
today Huawei shipped its mate 60 pro, this video hasn’t aged well
It’s a garbage, inferior to 865😅
@@gilgamesh7197气死你咯哈哈哈哈哈哈哈哈哈哈哈哈哈气死你略略略😝
@@拉亚提提 就这么个垃圾芯片也得吹半天，笑死了哈哈哈
Lol Huawei thinks it's time to update this prediction 🤣
How are they losing? Have you seen Huawei’s Kirin 9000 7nm chip made by SMIC? 7nm is impressive!!!
Yes impressive but…. SMIC still relied on ASML DUV systems to print the wafers. Also TSMC was making 7nm eight and a half years ago. Next gen is already 2nm and the newest iPhone uses second generation 3nm processors. Still impressive but still losing.😊
They can go even lower than that, and it's totally possible for the DUV machine they currently have. The problem is, 7 nm DUV has immensely low yield. It's not that impressive. They don't even announce the yield that they currently have.
The story of ASML and Eindhoven itself is already a really interesting one. Great video!
Before 2004, the United States led the world in semiconductor technology, and foundries had to pay IBM's technology license fees. But in 2004, TSMC took the lead in developing 0.13-micron copper process technology ahead of IBM, ushering in the era of Taiwan's semiconductor technology leading the world. In 2014, IBM withdrew from the foundry business, and TSMC considered buying IBM's fab in New York State. However, even though IBM's technology has lagged behind Taiwan by a decade, the US Department of Defense and IBM, still worried about the already fading American technology influx into Taiwan, rejected the deal. High-tech semiconductor technology is the result of Taiwan's efforts to develop, and now the United States claims to "bring back" semiconductor production to the United States.
You'll find this happens in many cases where the USA cannot stand to be outdone. For example, Australian scientists developed WiFi and the country made billions in licensing - up until the point that WiFi was becoming ubiquitous and the way forward, so there was an intense legal battle and Australia sold the WiFi to the USA as an IEEE standard that we know today. 😅
ok
Ha 😂! Austria ? Australia? WiMax ?!
We have "Brought it back". Raytheon has defense deals with taiwan placing patriot missile defense systems around the island. TSMC has a brand new fab under construction in Arizona that is an exact clone of the Taiwan facility. We might not own them but we have all of the deals and relationships and soon will have a full fab on US soil. Pretty obvious who is calling the shots.
TSMC was originally a company that grew with the help of RCA of the US in the 1980s. We Taiwanese have always been grateful to the US. I don't know what others mean actually(haha), and my English is not good. But I just want to say that we are very grateful to the US. Without the US, there would be no TSMC & Taiwan at all. I hope the US can support Taiwan more in politically and militarily
1 year later, how did this age?
They are losing so hard they banned Nvidia and AMD. 😂
With the title I assumed it would discuss the WHY of why China is losing but instead they reiterated much of what was already known
All those sanctions could actually benefit China in the long term. China has companies like SMEE that can make chip eqipments like lithography machines, but not as good as ASML yet, and they were struggling to sell their eqipments, since other Chinese company could just buy ASML machines. Now they can't buy ASML machines anymore, so they have to buy the Chineses machines instead, which will help SMEE to develop better machines in the future. Thats why ASML is not happy about the new sanctions.
@@qiyuxuan9437 true, US is trying to isolate China for over 20 years. And here it is.. we all know what happened in the 20 years lol 😂
Great video 👍
With Huawei releasing the new cell phone with top chips, it is amusing to watch this video.
Please also make videos about China losing space war, economy war, EV war, etc.
It's a 7nm chip. Compared to the 3nm apple is pumping out. China is still a backwater.
@@SG-bp4lg SMIC has pushed the DUV machines to its limit. EUV lithography machine is not built by the gods. They were designed and built by humans with Enginnering backgrounds. As long as it is not some divine power but the Engineering minds that designs and manufactures the EU machines, China will figure that out.
Some experts even say that China is pushing DUV with some modifications of its own to make 5nm Chips of it.
You forgot to mention we are reaching the physical limitations when it comes to chip design, we are reaching the physical limitation on semiconductor technology and would need some breakthrough in physics to go even smaller
1:17 the things circled are the inputs and outputs which would connect to the pinouts or wires. the transistors are actually made of the middle parts where p-type and n-type doped silicon makes bridged connections based on the electron flow.
Glad you pointed this out. I hope Vox sees this and corrects it.
Yes! Also the chip that Biden is holding at 5:21 is nowhere near 114B transistors. The 114B they are refering to is most probably the m1 ultra, which is way larger than that chip, which looks like a small memory module.
J Biden is doing his job to save America. He's trying his best to defend America's last piece of industry against China.
This aged so well😭😭😭
I came here for the info, stayed for the music. Seriously, the audio landscapes of these reports are lovely
smort
Lol the comment abouve you is giving out about the audio mixing!
@@niiii_niiii It's a vox video, odds are half or more of the comments here are begin generated either by their own staff or the chatbots they run. 😋
The subscriber numbers to views to comments made numbers are way off compared to most channels.
@@illbeyourmonster3591 lol!
the music is as cheesy as a MacGyver episode
Given that China produces about 8 times more STEM graduates than the USA each year, and that China files about 100,000 more patent applications each year - even if possibly softer - I wouldn't bet against China becoming the world's foremost chip designer and manufacturer within the next 5 - 10 years. As we've seen with Russia these past ten years, there's nothing like sanctions to spur import substitution and self-sufficiency. Cutting China off from technology and equipment is the biggest favor we could possibly do them.... The law of unintended consequences...
They have to hurry up. Their population is aging rapidly!
@@1001Balance The pandemic killed a lot of elderly in China, so that's a huge weight off their shoulders, plus, they have plenty of time to fix this problem, like robots, artificial wombs to grow babies, huge government program to get people married, etc.
@@1001Balance1 billion is enough. 😂😂
@@juki0h391 let them first find money to pay the 275 billion debt of Evergrande
HUAWEI: Let's see why
This video aged well...
Another Error i saw, Those Things you pointed out at 1:09 are not the transistors themselves those are just the contact points for said transistor. Since transistors operate on micro/nanometers of scale, you need larger contacts to actually make "contact" with them to run your circuits.
But in this case they are actually visible. It's just not what is marked, it's the part in the middle. You can actually make out that in this case, it is a flipflop. It was also huge compared to modern transistor sizes. This whole round chip was made to fit inside a TO-18 package, so it was multiple millimeters across.
I was thinking the same, I even was thinking is this not basically just one transistor?
China has not lost the war yet .
and time is on the side of China .
China will develop its own. But the question is whether China will be able to do overtake the "Western" Companies like ASML and TSMC? Or will the "Western" Companies lead continue to grow and China continue to fall further back?
2023.08.29, Huawei released its new flagship smart phone, mate 60 series!
Hold on we're not at the finale yet
The last thing Chinese people lack is patience
I really wish that people on this planet can get along with each other one day.
We're headed for a 500 year Golden Age. Cell phone videos + internet means evil cannot hide. If people object, that is. Do what you can. Send emails to police / gov'ts caught. Recycle something (I do cardboard). Cut back eating beef. Whatever. Do what you can but do something.
The universe doesn't get along with itself, how do you expect humans to do it?
China keeps growing itself and The US cannot ignore that China is catching behind really close, they just don't have any reason to stop competing until one of them loses, just like USSR and NATO.
America has been at war since its inception. Get rid of america and you get rid of half the wars
@@SpawnKohane but is it necessary to compete with each other. The US will always be ahead of the game with their advanced technology but it’s undeniable that China is getting stronger in many aspects. If both countries can work together peacefully, they’ll be able to solve so many problems that are way more important than having competition. Unfortunately these two countries only think about themselves.
now Huawei can make their own SOC chip
SMIC - the most successful Chinese chip maker just announced it can make 7nm chips, a step behind the bleeding edge 5nm chips of TSMC. This is an impressive feat and even if it cannot be exported (as its "very" close to TSMC design) it can still fullfill Chinese internal demand.
Not really, the production process SMIC is not commercially viable compared to EUV based production. You are comparing building a car by hand to a fully automated car plant.
@@1001Balance so it did made 7nm chip
@@kkdirafung1489 we are at the 3 and 1 nm chip
@@1001Balancetrue but the fact they went for a totally different approach and the way they built their circle shaped mega EUV allowed them to position the particles at different sections of the accelerator, it’s only a matter of time before they can make 1nm chips
@@mr.alrightty2902how do you know they will be able to do this
HUAWEI:hold my Mate 60Pro🤣
Checking in 1 year later. How did it pan out? Laughs in Chinese
OMG! I also follow your channel I came here just to see the commentaries now.
Good to see you here! =D
So you essentially turned a customer into a competitor. Did I mention that former customer has the most STEM graduates and largest market for semiconductor? Great strategy!
Shouldn’t have let Johnny Harris go, his video was far more in depth and comprehensive on this topic, and of course, it aired first.
@otisdemarie3089 he has apologised for and corrected those mistakes hasnt he?
@@putridindulgence True, and it was only 1 video. his video on this topic is also not very historical and more about the current geo-politics. He also now has a bigger team and fact-checks his data. You should always take everything on TH-cam with a grain of salt, but Johnny Harris has told everything told here, but better and more in-depth.
Agree
this video didnt age well.. with huawei mate 60 pro china is again the number one on the market. i regret living in europe as we will soon be the third world in terms of access to the best technologies. asia is the future.
I feel like every video from Vox about geopolitics is a CIA briefing
It’s CIA indoctrination. China will build an ASML equivalent soon.
Then maybe you should read more. Actual briefings aren’t like this at all.
Even the United States cannot manufacture 3nm chips, and high-end chip manufacturing can only be done in Asia. The United States is losing hundreds of billions of dollars in chip profits, wish the United States good luck
this didn't age well.
Exactly.
In Australia, we also have a potato chip shortage at the moment.
LOL I just eaten some frozen ones a couple of hours ago, even those are getting rare as chicken teeth.
i like your sense of urgency...nope humour😂