The Chip War With China Is Heating Up. Who’s Winning? | Growth Stories With IBD

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  • เผยแพร่เมื่อ 28 ธ.ค. 2024

ความคิดเห็น • 129

  • @georgelee6857
    @georgelee6857 2 หลายเดือนก่อน +117

    US sanctions on china did 2 things : 1) jump start china semiconductor industry 2) US loses the biggest semiconductor market. Truly one stone and 2 birds

    • @Modi_Prime_Minister_4_Life
      @Modi_Prime_Minister_4_Life 2 หลายเดือนก่อน +1

      😋😋😋

    • @valetudo1569
      @valetudo1569 2 หลายเดือนก่อน +4

      Ok well in that case - why does China want the export controls taken off? And why didn't they just.. self-impose the export controls, since its only made them better?

    • @johnnywalker8536
      @johnnywalker8536 2 หลายเดือนก่อน +3

      Everything is a matter of time in technology due to its dynamism, things evolve as time passes and money flows.

    • @davidk6269
      @davidk6269 หลายเดือนก่อน +7

      The misconceived US sanctions regime has also significantly reduced revenue at the US/Western chip companies and chip related equipment companies (ASML, etc.), which REDUCES these companies' abilities to fund their R&D, which threatens their ability to compete with China in the future. All-in-all, the sanctions have been an enormous failure that has achieved the exact opposite of its intended effect.

    • @valetudo1569
      @valetudo1569 หลายเดือนก่อน

      @@davidk6269 Those companies will be just fine, don't you worry.

  • @xnz6525
    @xnz6525 2 หลายเดือนก่อน +51

    The Chinese people are grateful to this genius for giving China the opportunity to develop chips. I have recently read a lot of posts about the chip war, and I saw the condescending mentality of Westerners. It is so funny. Yes, China can only achieve 7NM in high-yield mass production at present, but within 5 years, China will not only catch up with the cutting-edge level, but also use domestically produced lithography machines to mass-produce chips with high yields, and the Chinese will definitely make chips as cheap as cabbage. In the end, you will see that the Chinese throw away EUV like diapers because the chips produced by this technology route consume too much power. When low-price high-performance chips hit the Western market like a flood, I hope this gentleman can come out and say a few words. When Westerners see that China is fighting against the entire West with its own strength in cutting-edge technology and has won, I hope you will not panic and blame China for the surplus production capacity.

    • @estebanmex1072
      @estebanmex1072 20 วันที่ผ่านมา

      try learning to produce a ballpoint first....

  • @davidk6269
    @davidk6269 หลายเดือนก่อน +35

    The US was able to effectively diminish the Japanese chip industry decades ago, but the same strategy is failing against China.

    • @whatyousaid1375
      @whatyousaid1375 หลายเดือนก่อน +6

      It is because JP is a vessel state colonized by US. JP govt doesn’t have the freedom & rights to make it own decision. That’s why JP was forced to signed the unfair treaty in the 80s, resulting the collapse of all JP tech companies.

    • @stevenlai1199
      @stevenlai1199 หลายเดือนก่อน +1

      JPnese have lost their marbles

    • @davidk6269
      @davidk6269 หลายเดือนก่อน +5

      @@whatyousaid1375 I agree that Japan (and Germany) have essentially been militarily occupied by the US ever since the end of WWII, and that neither has truly regained their full sovereignty as a result.

    • @xnz6525
      @xnz6525 หลายเดือนก่อน

      我观看了一个美国黑人在日本地铁上大声用广岛原子弹羞辱日本人,而日本人只能逃避的视频,深感日本人确实是被美国殖民的,历史上只有中国温柔对待日本,历史上只有日本伤害中国,真是奇怪。

    • @maha-madpedo-gayphukumber1533
      @maha-madpedo-gayphukumber1533 หลายเดือนก่อน

      Y

  • @mariajiao4855
    @mariajiao4855 2 หลายเดือนก่อน +29

    Chip manufacturing is dead inthe US.

    • @valetudo1569
      @valetudo1569 2 หลายเดือนก่อน +1

      Actually its increasing rapidly

    • @ajaykumarsingh702
      @ajaykumarsingh702 หลายเดือนก่อน +3

      ​@@valetudo1569
      It's peanuts compared to Taiwan and Japan.
      Even China is the leader in legacy chips.
      USA will have to spend at least a decade to build an indigenous ecosystem for semiconductors.

    • @BT-qs7id
      @BT-qs7id 26 วันที่ผ่านมา

      It was never worth anything to begin with.....just copied chips,drones,stealth fighter,smart phone etc.

  • @Drkennethkin
    @Drkennethkin 2 หลายเดือนก่อน +26

    Look at what happened to Intel. The game is over!

    • @johnpereztwo6059
      @johnpereztwo6059 2 หลายเดือนก่อน +8

      usa betting on loser intel post andy groove.

    • @andrean2247
      @andrean2247 2 หลายเดือนก่อน

      Intel got sanctioned by china soon, backdoors found.

    • @RichardKing-sx6xc
      @RichardKing-sx6xc 2 หลายเดือนก่อน +3

      😅😂😆🤣

  • @luning7621
    @luning7621 2 หลายเดือนก่อน +19

    This guy was a academic on Russian history who has no knowledge in engineering. Just by writing a book, he turned himself into an "expert" on semiconductor. What a joke!

    • @gregwong2132
      @gregwong2132 2 หลายเดือนก่อน

      I'm glad the west is using dated information and will always be behind

    • @GenghisX999
      @GenghisX999 หลายเดือนก่อน +4

      Wonder if he had any input in the ruble to rubble, Russian economy in tatters with sanctions or the Russian army is fighting with shovels and washing machine chips powering fighter planes, tanks and hypersonic missiles? Seems like that kind of genius.

  • @raylee5030
    @raylee5030 2 หลายเดือนก่อน +19

    A few months ago, I read Qualcomm is getting into Harmony OS. If the US is winning, why should Qualcomm be bothered with Harmony OS?

    • @valetudo1569
      @valetudo1569 2 หลายเดือนก่อน +2

      Those two things have nothing to do with each other

    • @ajaykumarsingh702
      @ajaykumarsingh702 หลายเดือนก่อน

      ​@@valetudo1569
      Exactly.
      Nobody wants to get blackmailed by Google.

  • @johnpereztwo6059
    @johnpereztwo6059 2 หลายเดือนก่อน +17

    usa treat each invention as something unique and price accordingly . china innovates and treat it as just commodity. Huge difference .

    • @Quancept
      @Quancept 2 หลายเดือนก่อน +2

      exactly. EV's and solar panels are recent best examples to support your claim.

  • @lianseiongyap4667
    @lianseiongyap4667 2 หลายเดือนก่อน +12

    US sees chip dominance as a foreign policy tool, whereas China sees chip dominance as a money making proposition.

  • @bigeye4520
    @bigeye4520 2 หลายเดือนก่อน +5

    I still can't comprehend the definition of war. Can it be called war when an adult attack a toddler who can't even fight back and just accept the hardship?

  • @jkselama9715
    @jkselama9715 2 หลายเดือนก่อน +13

    The information in this interview sounds too dated to be of any relevance.

  • @HassanHosseini128
    @HassanHosseini128 2 หลายเดือนก่อน +13

    Don't try China never claimed "war" against any country. Always wanted cooperation grounded on win win principle

    • @mehulpatil221
      @mehulpatil221 หลายเดือนก่อน

      Co-operation are you f joking 😂😂😂

  • @nicholasl5247
    @nicholasl5247 28 วันที่ผ่านมา +2

    Chris Miller : " Chinese company does not need to make money " Who told you that ?

  • @COLLAPSE.of.US.ECONOMY
    @COLLAPSE.of.US.ECONOMY 2 หลายเดือนก่อน +8

    Judging by the success of Starliner, and China's ascension to the space program 🤔🤔🤔🤔 I wonder who will win the dominance of technological innovation?

  • @donhuang9855
    @donhuang9855 หลายเดือนก่อน +1

    Both sides of the protagonists won their respective chip wars, considering that each side achieved a certain degree of successes in their endeavor against their opponent. The US succeeded in isolating the Chinese to obtain state of the art semi-conductor chips, related technologies and equipment from the leading global suppliers, thus seriously limiting China’s options. China, on the other hand, is forced to ramp-up its legacy chips production capacity, as well as pour in open-ended funds to conduct intensive R & D to develop their long neglected semi-conductor industry, given their previous preference to purchase from leading foreign suppliers. In due course, the US-led collective west and China would eventually develop very different kinds of semi-conductor chip architectures that would separate its use on a regional level.

  • @theindomitablespirit3056
    @theindomitablespirit3056 หลายเดือนก่อน +2

    So these guys are literally saying that western companies should be somehow protected ...... I dnt understand that....why shud western companies be protected....its a free market...why can they just compete and defeat chinese tech...😅😅😅

  • @jliang70
    @jliang70 หลายเดือนก่อน +5

    This guy does not understand that the top end chip only makes up 2% of all semiconductors. It is the maturing tech semiconductor that make up most of the leading semiconductor makers revenue. It is like a building you are building a tower. Chris here mention apple and india it is probably worth noting that apple iphone assebling contractor like foxconn is quietly recommision a new factory in zhenzhou to assemble the new iphone and pulling back from India. India has lost 43% of fdi in 2024.

  • @ShowRisk
    @ShowRisk หลายเดือนก่อน +1

    This guy was a academic on Russian history who has no knowledge in engineering. Just by writing a book, he turned himself into an "expert" on semiconductor. What a joke! !

  • @whiteknuckles
    @whiteknuckles 2 หลายเดือนก่อน +6

    The information provided by Miller is dated.

  • @hanwon895
    @hanwon895 26 วันที่ผ่านมา

    The British Parliament adopted a motion on Taiwan's international status on Thursday, making it the latest body to reject China's interpretation of United Nations Resolution 2758, which it has used to make territorial claims over Taiwan.

  • @AaronKnight-fe1vm
    @AaronKnight-fe1vm 6 วันที่ผ่านมา

    A pro American mindset this video

  • @RichardKing-sx6xc
    @RichardKing-sx6xc 2 หลายเดือนก่อน +4

    Intel 😅😂😆🤣

  • @OComunaMaisFraco
    @OComunaMaisFraco 2 หลายเดือนก่อน +1

    Imagina que as pessoas assistem isso e acreditam ter se informado de algo.
    Por isso nós damos risada quando vocês tentam conversar conosco

  • @whatyousaid1375
    @whatyousaid1375 หลายเดือนก่อน +3

    Apple in India is only take care the final part of the packaging the iPhone. India only take care the last tiny piece of the whole process. The raw materials and parts are all from China. That’s why Tim Cook keeps going to China instead of India.

  • @wongcy713
    @wongcy713 หลายเดือนก่อน

    The fight still in progress. Too early to declare victory either way.

  • @misterx9360
    @misterx9360 หลายเดือนก่อน

    Very well done, USA. The world needs cheap electronics with cheap Chinese chips. More competition is good for every sector of world's economy! 👍👍👍

  • @qake2021
    @qake2021 2 หลายเดือนก่อน +5

    This is not expert of chips war‼️....he is helping 🇨🇳 won chips war‼️🤣🤣🤣🤣✌️

  • @ps3301
    @ps3301 หลายเดือนก่อน +3

    American economists have explained why chip making has left usa.

  • @josephguo6256
    @josephguo6256 19 วันที่ผ่านมา

    before, China did not make chips, buying is much better than making, as guided by Xiaoping Teng. Buying for VIPs who could made extra fortune from outside. Someone stops selling and China must do something in return.

  • @singrider
    @singrider หลายเดือนก่อน +1

    No doubt it is the US who is winning as she always does. Love from China.

    • @jglg7238
      @jglg7238 หลายเดือนก่อน +1

      😂🤣

  • @fedinvestment
    @fedinvestment หลายเดือนก่อน

    So china makes her own.
    China is a big country with a huge population.

  • @urimtefiki226
    @urimtefiki226 2 หลายเดือนก่อน +4

    Is not about the race between US and China or who will win this race, is about wisdom which you are preventing the scientists, students to learn for the new invention in the world.
    I did not invent to make you rich or famous, wisdom first then you can talk about money and you do the contrary money first, even money before God is for you.
    Respect the wisdom - honor to the genius.

  • @darvidkoh2707
    @darvidkoh2707 2 หลายเดือนก่อน

    You will know the winner in the near future. No point speculating.

  • @lil----lil
    @lil----lil หลายเดือนก่อน

    What would winnie (Xitler) do? That's the MILLION DOLLAR Question.

  • @qake2021
    @qake2021 2 หลายเดือนก่อน +4

    👌😃👍🇨🇳 won‼️👍😃👌

  • @ElsonSas
    @ElsonSas 2 หลายเดือนก่อน

    They have the machine already lithografhy

  • @naumanasif7926
    @naumanasif7926 หลายเดือนก่อน +1

    I love products not company, and right now i have some devices which have US made chip inside, but now on i will make sure that i will not use or purchase american chip, there are good alternatives available like MediaTek in mobile devices and for PC soon an arm based Alternative will be available like snapdragon x elite frome the MediaTek i will buy those instead of American, because american are supporting Israel and i will boycott America.

  • @serinachichi1648
    @serinachichi1648 หลายเดือนก่อน +1

    This guy is a joke he doesn't know what he's talking about

  • @jglg7238
    @jglg7238 หลายเดือนก่อน

    China.

  • @clamgoh
    @clamgoh หลายเดือนก่อน +1

    For now, of course, China has lost, but the future is uncertain; the United States hasn’t won either.

  • @johnpereztwo6059
    @johnpereztwo6059 2 หลายเดือนก่อน +1

    China build 10x faster at tiny fraction of cost in usa. Reason is Chinese engineers work 16/7 with no day offs . no vacation . at super cheap salary .

    • @andrean2247
      @andrean2247 2 หลายเดือนก่อน +4

      Its in the culture, productive chinese find joy in work. I myself as chinese descent feels that.

    • @SoulRocketMan
      @SoulRocketMan 2 หลายเดือนก่อน +3

      Chinese are very Patriotic, they do their work for the love of their country China.

    • @wutangtang8590
      @wutangtang8590 2 หลายเดือนก่อน +2

      keep this mindset

  • @kamito961
    @kamito961 2 หลายเดือนก่อน +1

    China makes Good Potato Waffers/ Chips hence must focus on it rather than Semiconductor Chips. Bcoz China Semiconductor Chips Not good as it don't perform well Compair to South Korean / Taiwanese Semi. Chips. Everything can not be copied.

    • @blackknight4996
      @blackknight4996 2 หลายเดือนก่อน

      Write japanese... don't pretend you know English.

  • @RobertMrsic
    @RobertMrsic 12 วันที่ผ่านมา

    What a question chip war ist ower end the winner ist CHINA