USA vs China: The Microchip War
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- เผยแพร่เมื่อ 28 พ.ค. 2024
- The US and China are fighting a war. It's a weird one that's hard to see.
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The US and China are fighting a war. It's a weird one that's hard to see. It's being fought in government offices, in company boardrooms. And it’s being fought over the most important technology in the world: Microchips.
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link doesn't work unfortunately ( it works but "to" and the end of the link got into the link)
Let’s go
Military (??), like MIC (??) that has been creating arms of dêäth of millions of people worldwide. Sad.
Btw who nuked Japan and only country to use nuclear weapons, also did not sign against first use ?
you've changed the name of the video lol? another great video though!
reading up about Morris Chang his history is pretty insane he failed to obtain his PhD at harvard yet got a job at texas instruments climbed the ranks to vice president
then started his own company in taiwan and become no.1 in the world like what the hell.
education system must be pretty poor to not be able to recognise an obvious genius like this
From Doritos to semiconductors, Johnny sure knows a lot about chips.
Good one
Crunchy videos
You could say he has a chip on his shoulder...
It's called research... Alot of it
He still knows alot though
Damn you beat me to this comment
It’s so mind-boggling to think that we can make transistors less than ten atoms wide now 🤯 - We didn’t even have rockets one-hundred years ago!
Overwatch League
Bro why are you here
Who is we? ah yes the Dutch well for the most part.
We can't the nm in the process name is not really related to the actual size of the structures being made.
@@randar1969 LMAO
I am scientist at a University in NC. My PhD was in microfabrication and photolithography. You nailed this video. All of the science content was correct and communicated very well. I enjoyed watching this video because outside of the engineering and science content, I learned a lot. Well Done sir!
Huawei: Hello? America? 😂
Lol ... everything went down the drain....China semicon technology has advanced even further due to their restriction and is now self reliant in semicon industry...good job China
😂
Okay the size of a transistor being smaller than a strand of DNA is actually blowing my mind right now. That is so so so so crazy. To think how far we’ve come
Same 🤯🤯🤯
Moore's Law is dead. We might have to split atoms to go further.
@@nolongerblocked6210 Most transistors in use arent that small afaik, IBM conducted experiments and successfully made a 2 nm transistor some time back but it's not in mass production, most PC CPUs, phone SOCs, etc are currently in the range of 10nm - 4nm depending on how old the semiconductors are. (However, tsmc and samsung are already in production of 3nm dies i believe)
IBM will start their 2nm mass production during this year. Probably not a full-scale yet though.
they will make it smaller than nano the task is to go to Pico metters - 1000 x smaller than nano
Great video like always
Great video like always
Nice
Good
Very nice video
Hi
Hey update as for September, China finally getting on 7nm semiconductor on Huawei Phone. The whole reason of keeping Taiwan safe might be gone by now. And the big reason they blocked semiconductor, might be less effective.
It’s weird to watch this video now that Huawei is using Chinese 7nm chips made in China… the US really lost it’s edge on this technology
Being an engineer in ASML, I must say you did a great job explaining the whole thing. Great video as usual but I wish you had talked more about ASML than just saying magic laser machine makers. Having a monopoly on lithography machine manufacturing, they are not less of a player than TSMC in the global chip supply chain.
Thx for the magic laser machines
Thank you for the magic laser machines. Lol. Did you read chip wars by chris miller?
i was about to comment the same thing. great video as always but just want to mention that the machines that create the chips are created by a single company in netherlands and they have monopoly on that product. they are at the same level of importance like china, taiwan and US and should have had your attention too in this conflict.
But they are valued less than TSMC. TSMC is still slightly more critical
Yeah! Thanks for the magic laser machines!
I work in the semi conductor industry as a design engineer in the US and I feel great after watching this video, especially the short story of the mind boggling chip manufacturing process. Its unknown to many but its just out of the world tech innovation humans have ever come across. Many also don't know the impact of this trade war in their day to day life. I am happy you summarized it pretty well. I would love to watch a video on the whole cycle of chip designing. Its really interesting and it would be great for others to hear it from you. Great job Johnny.
Hi 5. I do work in FABs too but in Singapore
So if anything was reverse engineered from alien technology itd be the microchip process
Dada jhonny Harris er mentality ho6 typical European colonial mentality I'm also a daily viewer of his channel but recently some of his videos changed my narrative over him
@@ronnieroyyy9 👈🤡
Bro come to india and please do your research here.
Is it possible to make your own chip without US help ?
Fantastic! I work at one of these companies and it was so delightful to watch such a beautiful presentation of the work that my company is doing. You made me learn about my company much more than my company's onboarding videos did!
I knew the importance of microships, but as an european engineer I had absolutely no ideal of all this geopolitical background acts! Thank you for bringing light for this, since the mainstream media only focus on superficial stuff! Subscribed
Military doesn't need cutting-edge iphone chips. It needs reliant bigger ones. China probably has a self-reliant military chip industry, already. I doubt if Joe Biden knows that and he knows his decision is largely political.
I am an engineer and I studied semiconductors for two semesters in school. Johnny’s explanation of what chips are and how they work was BY FAR the simplest I have ever seen or heard. You really are a gem of a content creator. Please never stop the good work. ❤
USA average IQ is only 85 vs Chinese average IQ of 109. In the long run, the Asians will outsmart the Americans.
a little oversimplified but thats okay - he isn't a science explainer
@@channelname4331 that's a relative statement. It's only oversimplified if the details he left out would help you understand the point of the video more.
This is not a video about how to build a microchip, but the role microchips are playing in geopolitics, and potentially, open warfare. 🚀
Except that he called a vacuum tube a transistor.
Johnny talks to his audience like they have a 40 IQ.
Fabs really are remarkable. Some of the most automated facilities in the world, and they require almost complete retooling when wafer sizes change every few years. I worked in the space creating high purity gas lines for some of the bigger tool makers and the market is a constant cycle of boom and bust.
I worked in a fab back in 1998 in colorado springs. Company call Atmel Corporation. We made the chip for PS2 Sony playstation.
I was etch fab and photos.
@@kimjongun269 I am certain I've quoted parts that would later be sold to Atmel/Microchip.
For me it is the EVU machines that FABs use. ASLM doesn't get enough credit. The people who create the tools to make the tools don't either. The mirrors alone are just mind bending.
Wish there was a video on how a chip is made. Ground up. From uhh the architecture? To the software to hardware. A video that I easily digestible for a layman like myself.
Same with tool makers and military weapon makers.
@@dianapennepacker6854 check out asianometry, he has excellent videos about the semiconductor industry!
@@thorwaldjohanson2526 That was one video I did watch. I want to learn more though! He gave a slick break down for sure. Dude is a wealth of information.
Know any other channels like him or like Harris? I'm sick and so have a LOT of free time and burning through subjects and content.
I found one channel that that seemed informative but required knowledge before hand as I was googlibg terms left and right and then had to Google those terms haha.
So glad I found this channel, your videos are very informative and on point!
Keep up the good work
Hey , Just wanted to leave a comment to tell you I just discovered your channel and I cant believe how interesting it is. Top quality content ,you get me hooked up from start to finish.
I love how polished your vids are Johnny, I think at least out of the people I watch on TH-cam you make the most cinematic productions well done man you defo earnt that Emmy well done dude
you got infected by bots
such a generous comment thank you!
@Don't Read My Profile Picture i won't
Why are there always so many fanbois in the comment section of this channel that contribute absolutely nothing to the conversation?
Instead watch the movie, your name
When the chips act got passed and TSMC announced the investment in the US all i could think about was HOW none of the large Media outlets reported on this in the huge way this deserves. This is BIG.
EDIT: of course some reported, but I felt like delayed and without proper economic analysis.
That's because Nancy pelosi bought 70% of the stock and she told the media to keep it quiet.
They're too concerned with bullshit, hocus-pocus woke social issues. Important geopolitical news with major economic or military implications doesn't get clicks or views from Americans anymore.
The chip act looks more like a payoff of politicians in Whashington DC to silicon Valley. It's too late already, we are almost 100% dependent on foreign microchips, and those companies receiving these billions of dollars will keep on selling their new technology and developing their products overseas... no restrictions on any of these in the act in reality.
Also, it was an executive order, which can easily be dismantled; if it was such a good idea why it did not go through the legislature, which both chambers, if Congress were democrat majority? Something fishy about this...
@@germanarturo11 the fishy part relates to the bigger picture that Johnny didn't go into but alluded to: military superiority coupled with economic superiority sufficient enough for China to supplant the United States as global hegemon. The problem is that if China isn't already at that point, they are working extremely fast to get there. They have been outspoken about their goal to become global hegemon by at latest 2049, and their plan is phased to transition from economic competition and being leveled with the United States to then achieve military superiority and put it to work. And it's not just about microchips, is about becoming the primary source of all relevant military and consumer products the 4th industrial revolution. China controls the supply chains are pretty much all the relevant raw materials in modern economy, including rare earths and specialized metals like lithium, titanium, nickel, and cobalt. The other primary sources are Chile, Australia, the Congo, and the mother load is located in, you guessed it, Eastern Ukraine. In fact, prior to the invasion, Ukraine was dishing out mining permits to around 9000 surveyed massive deposits of 117/120 most utilized raw materials to European and North American entities over Chinese entities. Ukraine was also signing economic alliances for renewable energy products like lithium batteries with the European Union. A month before Russia's invasion, China and Russia entered a "no limits" partnership with the express purpose of countering the United States, NATO, and the West generally. Russia is China's most strategic partner for global supremacy. All the oil and natural gas that was going to Europe is now going east to China and other Southeast Asian countries. Russia natural resources, military capability, coastline in the Northern Arctic, and vast terrain is the perfect buffer against NATO. Furthermore, at the same time they were creating and doing preliminary tests of that missile, China launched the Belt and Road Initiative, the Asian Infrastructure Investment Bank, and a rival of the US dollar trade and finance system (SWIFT) which is the CIPS for the Chinese yuan. These are all institutionally geopolitical tools that functionally replace the United Nations and all of its subsidiary entities like the IMF and WTO. The frosting on the cake is that China's infrastructure is the most advanced in the world, similar to how the United States was by the 1950s after World War II. The only thing they are missing is the power over international financial institutions and global governance to facilitate their rise to the top. All of these moving parts suggest that in the near term, we are entering a Split world order between east and west along with authoritarian v. democratic regimes. Both sides will likely have their own ecosystem of technologies, currencies, and supply chains... it's likely that people will not be able to easily travel between east and west. Ultimately, it seems that the United States views its only way to maintain global supremacy is through some sort of military conflict that cuts off China's ambitions before they reach a level of superiority. But leading up to that point, we still rely on China and its allies for the majority of our critical raw materials, products and services. So we can't afford to cut them off completely right now. All we can do is just slow them down while establishing the foundation for what will be a military conflict.
@@germanarturo11 Only direr on the GOP side. How many Americans from, let’s say, Alabama, knows what it takes to make chips?
NVIDIA, AMD are just basically run by ethnically Chinese. Intel, Qualcomm, are basically run by Indians. All other high-tech companies are basically 1/3 of Chinese and 1/3 Indians. Very few of the high tech companies are run by Americans. In silicon valley, in Austin TX. MAGA people is a joke in this regard.
If the US companies pay better , people work for the them. If the CCP companies pay better, people work for them. We all work for few years here and few years there. I know a pretty renowned startup company moved to Switzerland, so that it can continue doing business with both sides. Huawei just set up some umbrella company, let’s say in Singapore and nobody really cares.
It’s all about the bs politicians bs-ting around.
Spent my Saturday from morning to late night watching your videos. You’re the best at breaking down Geopolitics.
I can’t stop watching. Learned in one day more than my entire school years. Thank you 🙏🏽
Seriously to me this is the best storytelling and video quality I've seen on TH-cam. I keep getting stuck on his videos all the time
The most important thing Johnny said here was “weapononizing economic interdependence” - very true. When these nations were becoming interdependent, they didn’t think some of them would intend to weaponize it. It shows why many empires of the past aimed to be 100% self sufficient.
Historically it has always been western that invades the east. China's phylosophy has never been to wage wars externally.
That‘s actually wrong. Interdependence is actually a good thing. In the case of China and the US, China is much more depend on the US, that's why the US can easy ban all these things.
@@JR-vc4gm china depends on US for its technology yes. But, US depends on china for their cheap labour. To top it off, technology like EUV is not an exclusive US developed technology too
@@armageddon87 you can always relocate cheap labor, but it's nearly impossible for China to make its own high-end chips. That's why US was able to ban from selling technology and chips to China.
@@armageddon87 There are many places in the world to get cheap labor.
Just watched this one. Great piece. You are absolutely killing it, Johnny. No one comes within 1,000 miles of you for breaking down complex topics in such an articulate and entertaining way. Well done, sir.
Don't know if you know of Jake Tran, but he puts out some good stuff. Not exactly the same as Johnny but good entertaining info as well.
try james jani
too bad so much of it is wrong
@@parabolicpanorama What is wrong?
This is the first video I’ve ever seen from this guy and I absolutely agree. This is crazy good quality.
Huge thanks for what you do guys!
This video was very informative and helpful.
Love your demonstration on how transistors and circuits work! Trying to get this animation style 🙃
Really agree with you.
USA average IQ is only 85 vs Chinese average IQ of 109. In the long run, the Asians will outsmart the Americans.
I'd love if there was more talked about the Dutch company ASML. This is the only company that's able to manufacture the machines that make the most advanced chips. Basically the entire (advanced) chip industry is dependent on this company. The rivals are many years behind this company. The US is trying to keep the Netherlands from selling these machines to China.
Before the year is over we’re gonna be bored with loads of TH-camrs doing their piece on ASML. This company from the Netherlands is almost incomprehensibly important in this very war this video talks about
And it's widely thought the Nordstream2 bombing was the first act of US industrial sabotage, when in fact it was the ASML manufacturing facility that housed the first EUV lithography machine destined for China. Shortly after the arson attack, the US passed a law forbidding the export of such technology.
@pikachus 5m You're an absolutely dead brain if you believe that the US was the one to sabotage Nordstream2. I hope you get help. 🫤
@@pikachus5m166 I'd like a source for that
Just adding more info, ASML is right in the middle of this conflict. That said my Counter point is that the dutch could have not developed this machine alone. American engineers made thousands of the most crucial parts in the EUV machine along taiwanese, Korean, and Japanese engineers. They own those patents, and have said they will be revoked if they sell to China. This imo is where it starts to get really blurry.
I have been asking this question about what the heck is going on with semi-conductors for over a year and a half. You just put all the pieces together and elaborated more on the topic in 30 minutes. Thanks for this one, thanks for making it make sense.
it's pathetic you would rather believe that one country can "steal" the top advanced technology from US and even get ahead instead of figuring how it works by its people. How one can get ahead if one only knows stealing??? it must be difficult for you to admit the fact that Chinese just can invent and develop some top advanced technologies like BUILDING SPACE STATION, nuclear weapons, 5G and quantum science and technology:P
The video completely ignores at what level other countries are on making chips.
@@Bothandle70 Well it was focusing on US and China.
Do you have any info, or any sources you can point me to, for me to learn about other countries?
@@thegrayyernaut I'd reccomend the book Chip Wars
Great stuff Johnny. You and the team are a cut above the rest out there.
I've actually worked at the fab in the Netherlands that you mentioned, believe me; that place is truly unbelievable in two things. First is the average iq of employees, second is the extreme security protocol in place...
good.
Cyber security and general physical and counter-social engineering security has taken a loooong time to finally catch up. TSMC is important, but ASML is the also important.
@@sketchtheparadigmyork1217 That’s probably why he said “workED”
So its safe to stay those workers didn't get the covid vaccine..right?
@@robbiew6177 That's why he don't reply. He is already fodder for the fishes.😋
@@sketchtheparadigmyork1217 He was stating the obvious, so that's probably allowed
So awesome that you give credits to the entire team that deservedly be recognized. Looking forward for more contents.
ọk
@@tamthuong4048 ?
White dudes: 3 - 5"
Black dudes: 🐴 "
Latin dudes: 🌮"
Asian dudes: 🐌"
Just a correction, China is making their own military chips. Military level chips need to be large and robust. The chip war is very little into military competition; most of it is about economic dominance.
Im just bingeing all these valuable informative videos Thankyou!
I feel for you Johnny. I work for the U.S. Dept of Commerce, in the Bureau of Industry & Security. Watching your brain melt at 23:45 reading updates to 15 CFR was very relatable. This is only a small fraction of my work and yet it dominates so much of my offices time and resources.
Hey fellow department of commerce friend 👋
Slightly comparable, I work as a shipping manager in the port of Rotterdam and Brexit brought back all the paperwork and fine print. This is while the UK is the Netherlands 3rd largest trading partner. I simply can't understand the people looking at the world and then say: "We need to get out of the EU as well!". Of course they think Putin and Russia is just a minor thing, China is great for cheap stuff and that the US will always have our backs....yeah, we saw with Trump who claimed Montenegro (he didn't know it was a country, I'm sure) would be the cause of WWIII.
Even if the US banned any 3nm to 5nm chips to Chinese companies, the US would not be able to stop China from making weapons. Because China already has the industrial technology of 7nm to 28nm chips. Weapons don't require microchips, except for iphones and ipads. If China wants to put microchips in weapons, they can remove them from iphones. Is APPLE pulling out of the Chinese market?
@@nlx78 "the US will always have our backs." You are now dependent on us, which is why you are free falling downward, but we are not better.
The visual storytelling that you create is phenomenal, and unlike many other youtubers. I truly love the way that you explain things and with tom fox’s music it sets the mood for everything. Thanks for all the work that you and your team put into making your videos.
still forgetting USA 🇺🇸 imperialism and monopoly power goals worldwide sadly just as the stallen/cold-war era was/now is and the protection of the 1%er's/elites USA and Europe not average joe's in the USA 🇺🇸
glad the USA 🇺🇸 navy's has been called out for enforcement of WTO ( and the EU is get free navy and airforce help as 🇺🇸 average joey's are paying for it, also not getting a good return for tax's ) and it's violating the Monroe doctrine that foundation for 🇺🇸 government back to 1800-now
he is journalist lol
Awesome job with this video! Thanks for sharing.
Nicely explained whole things, Thanks brother 👍
I always love all of your videos but as someone working towards getting my degree in Electrical Engineering, with a concentration in Micro and Nano Devices, I found this particular video even more interesting. Keep up the great work.
Cudos! I always find it hard listening to ppl saying „switch“ :)
USA average IQ is only 85 vs Chinese average IQ of 109. In the long run, the Asians will outsmart the Americans.
good we need ppl like u
Grey goo technology
Fully support china
Cool video and a great way to explain the concept of a microchip. However, I do think you missed an opportunity to highlight the importance and criticality of a single company in this supply chain and therefore geopolitical conflict: ASML. These advanced chips of today would not exist without those lithography machines. In fact, the story itself about how this company established this monopolistic position and over time became Europe's most valuable company is very interesting and maybe worth telling in a separate video. Actually the Dutch prime minister visited the United States yesterday to specifically talk about this topic and ASML's role in this geopolitical conflict. You see, ASML would miss out on billions of revenue if they don't to sell those machines, which cost a minimum of $200 million each, to China. Occasionally they also catch 'spies' from China trying to steal company secrets from ASML in the Netherlands. Would love to see a more in-depth video on this as the US can create all the FABS they want but they won't be able to function without these machines ✌
Love when the viewer's also can contribute with missed information. It's so important to be able to criticize a work
ASML does not ship the latest tech to china - they keep the tech to supply intel etc. - on the other hand intel announced to open microchip factories in europe (eg germany) to secure the supply of microchips to the automotive industry
Absolutely I was thinking the same. Johnny didn’t didn’t emphasise enough the singular role of that company. I would even say that this tech is more important to china than anything coming from the us. This is the one step of the supply chain that they have no clear way forward in building within their own borders… it is the key technology that they lack to build chips on the level of intel, tsmc and Samsung.
He might have emphasized it more, but he does mention it in this video (around 17:47). He probably did not want to go off too much on a tangent. He warns beforehand it is super simplified. I agree it deserves a separate video.
There’s a really good video on that company, I forget who made it tho
Your editing is amazing, and thanks for educating me about chips.
This was the most compelling video I've seen of yours yet.
So glad you are covering this topic! I am in the middle of writing my thesis based on Taiwan and China’s relationship and the microchip war is a big part of it. So I really connected with this video. Great work!
Make sure you cover the part where china used to be a military dictatorship and the people rose up and kicked them out and these nationalists fled to Taiwan where they formed their own government, killed the opposition and maintained the dictatorship for another 30 years while setting up these fabs
This comment feels like a discussion post lol
Interesting
But the conflict started along before chips were even invented 😮
Where do you plan to publish? I’d love to read your thesis.
First video of yours I've watched. Incredible presentation. Humorous and mind blowing start to finish. I never imagined I would feel like I can understand the geopolitical importance of chips and enjoy learning about it . Excellent storytelling. Thank you
Absolutely agree! Also my first one
Teşekkürler efendim
Have fun binge watching all his videos. I havent come across one i dont like yet.
All of the videos on this channel are great!
I gotta say, your videos are frickin' awesome! The editing and special effects are off the chain, and you always come up with the most interesting and entertaining content. You're seriously killing it on TH-cam!
But, I gotta give you a little feedback - all them ads are getting annoying, man. I know you gotta make some dough to keep producing these sick vids, but three ad breaks in one video is too much. It's like, "Come on dude, let me watch the damn video!"
I'm not trying to hate, I just wanna keep watching your stuff without getting interrupted by ads all the time. Maybe you can find some other way to make some cash that won't be so in-your-face for us viewers?
Anyway, keep up the amazing work! Your videos are seriously top-notch.
You nailed the episode sir ! I watched the entire thing without a single pause and absorbed a wealth of knowledge and information from your videos. Thank you, sir.
Interesting video as always! Might be a bit biased since I’m Dutch, but I feel like you didn’t really highlight the significance of ASML and the Dutch-US relations in this. 90% of the machines that make the chips are made by ASML. The Dutch government banned export to China, under pressure from the Biden administration. Our prime minister visited the white house earlier this week too. The EUV machines made by ASML are so advanced that that even if China were to receive an EUV machine, it would still take them years to understand and be able to make those machines themselves (or at least I’ve been told so). In a decade or 2-3, ASML came from non-existent to being market leader. Moreover, there was a huge scandal about a decade ago where Chinese spies infiltrated ASML. I have some minor knowledge on this but if you have the time I would greatly appreciate another video on this! Chris
Zeiss makes the mirrors and you cant reverse engenieer to make this "perfect" mirrors. Same with other techparts.
This video is about china and us war and taiwan plays major role in it. China not going to attack you guys hence less focus on you.
@@daa7241 I across the Pond in Africa yet I understand the significance of that tech. Why do you think Chinese sent spies there?
@@kogaryu5558 我们中国政府上下5000年，吃过很多灭国的苦和教训，最重的一次是在清朝的时候，所以我清楚我们国家政府的做风，我不是很相信中国会派间谍，反之中国境内的间谍一抓一大把，我们不偷取技术，我们会制造出一样的，或者更好的，如果我们不行，我们也会虚心请教，中国来之不易的和平，我们的政府绝对不会破坏这来之不易的和平
+Trumpf for the UV Lasers
Thanks for making this video. I worked in the semiconductor industry in the past decade and while I'm familiar with some of the policies, some of the moves didn't really make sense to me without understanding the underlying situation. This video helped explain a lot of the missing pieces in the relationship and supply chain that helped me understand why certain things happened in my industry in the past decade.
this guys hasn't explained much! yep the conflict is about chip at least he said that and I was surprised of that! But he is splitting Taiwan from China! And he is saying like US is protecting Taiwan from its biggest neighbor China! .. Dude,. the US is simply attacking China to get control of Taiwan and thus have control over the chip ! Period... it's like the invasion of Panama in 89 to have control of the Canal to avoid having their ships doing all Latina America from East to West.. they will use the Panama Canal!
US is attacking China for chip of Taiwan
Do elaborate
@@sparshsingh4342 just lots of back and forth uncertainties in terms of the policies and project statuses regarding companies from China
@@SpacedogD oh I see
One thing about japan is that once it took a back seat to making chips itself, japan decided to be the country that makes the machines that make the chips. In addition to the machines that make the chips japan makes the chemicals that adhere to the chips and nearly have a global monopoly on said materials. Japan is still very much in the chip game just not so overtly.
Thanks for sharing this. I was curious to what they did after being blocked.
jus found this channel, watchin all your vids. great stuff; keep up good videos.
This is probably the most important and informative video on U.S. China international relations.
My only criticism is that you focused on silicone being so valuable when it seems that the knowledge, skill, and capability to make these chips is much more important.
What use is the skill if no raw material? Equally important in my opinion
@@eechaze12 Hate to break it to you, but silicon as a raw material is ABUNDANTLY present. It is extremely plentiful and cheap, everywhere. The second most common element in the planet's crust.
"Mining silicon" is basically collecting sand.
The knowledge and facilities to manufacture semiconductor wafers, and microfabrication of chips from those, is the limiting factor.
@Laxmi Kanth Yeah Johnny Harris is referring to wafers and completed chips when he says "silicon".
Not the raw material.
The AI war is happening simultaneously, that's a video on it's own if you would like to go down that rabbit hole. Gonna settle in and watch this now, thanks for the continued content Johnny.
lol you have a wild mind
Project Convergence.
They all combine with Paperclip for it. No more freedom for us.
I took a class in my university about going from transistors to logic gates, using logic gates to make different logical operators’ gates, arithmetic computation gates for small numbers, one-bit memory…..cool stuff
I love your videos thanks to you and your entire team.
It's crazy how technology has advanced so much within just the past century. Thank you for the great work Johnny! Your videos always amaze me, the editing and production is just amazing.
Absolutely. The rise of STEM & it's integration with GAPH is changing banks, finance, medicine, politics, education, security, etc.
hi
I hope it take us into deep space so we can travel to other solar systems in reasonable time
@@trustandbelieve9173 Totally. But humanity should master fundamental control of the seas, skies, junk, oceans, climate, garbage, corruption, pollution, etc. before wandering to other planets.
I just saw like 6min of the video... is he blaming at least his country to attack China? Cause he is a weak TH-camr always glorifying his country.....
Congrats to your entire team for once again making content about the complex chip industry (this time) easy to understand. Keep up the amazing work.
It's not entirely accurate though so if this whet your appetite then please read about the actuals
Computers are infact really simple they just turn on or off things. Read the book "but how does it know".
@@clysen8234 I mean they are simple but they have to do complex things
@@Vyker I get computers. I was talking about their team's ability to provide context for the topic...the geopolitical, economic warfare, military industrial complex context around semiconductors. I think we all understand the basics of how computers work. I get more out of a single episode of their deep dive investigative reporting than I do out of a traditional newscast that just hits the tops of the waves.
excellent researching on the subject. 💯
It's important to understand: the transistor changed the world not because it could control the flow of electricity (we had devices that can do that way before of transistors) but because it made it possible to have much more logic devices in the same area.
I retired from a communications job where I worked with fiber optic,microwave and satellite communications. I started out in electronics working in a TV repair shop at 16 yo in 1969. I did a four year enlistment in the military in avionics and they taught us both tubes and semiconductors. It is amazing the changes I have seen over 50 years. Huge pieces of electronics that took up a whole rack have been reduced to a few rack spaces.
Being an engineer in the semi-conductor industry, none of this is news to me. But this presentation is so phenomenal, it hooked me in for 30mins straight. Jonny Harris is undoubtedly the GOAT🐐 of content creators.
Agreed. I followed the news, and was aware of it, but this video summed all of it up nicely in such fantastic presentation. Not too many details but enough to understand the history and provide the context.
Yes, I knew 95% of what's in this (well, maybe not much about the deeper dive into the components of the chips) but it was great story telling with great use of visual tools.
Typical Indian. Too easily impressed
harris is lying to you he is a propaganda pusher and deep state personal
harris is lying to you he is a propaganda pusher and deep state personal
The vibes in your videos are really relaxing, Sometimes I just sleep watching those skinny theme videos. Amazing work mate!!!
I love your journalism! Keep it up! You are unbiased and focus on the facts. Bravo!
Holy molly, Johnny published a 30 min long video in a Wed morning. There goes my productivity!
sorry!
@@johnnyharris haha don't! Your work is amazing as usual. I had to watch it in chunks, tho.
Thanks!
Yup. There goes my half-hour morning. My colleagues were wondering why I was smiling a lot on the computer. 😄
As a Taiwanese, this hits close to "home".
Chips were just an economic miracle in the past, but now they are "national security"
TSMC is hiring a crazy amount of master graduation in engineering in Taiwan.
And we all know the fate of our country is highly related to how competitive TSMC will be.
Really huge pros to Johnny for making this video very visual and easy to understand for newcomers.
I'm an electronic engineer in Ireland and its crazy how much of the semiconductor parts we use are from TSMC. There has been a huge EU push recently to open new fabs across europe, everyone seemed to just now realise how valuable these things are to national security.
@@googane7755 and TSMC has a factory in Mainland China.
Such an exciting and very scary period we’re living in
@@leihtory7423 They do but they cannot manufacture the most advance chips by TSMC in Taiwan. It is a security and strategy move to protect themselves(TSMC)
@@leihtory7423TSMC in China only produce 28nm chips,but in Taiwan TSMC produce 3nm,5nm chips,which is use on iPhone,AMD’s CPU
Great video. Thank you for helping me to have a clearer understanding of this important issue. God bless you.
Thank you for making this video.
Yesterday, I thought to myself, it’s been almost two weeks since Johnny Harris released a video. He must be working on something long. Then, I see this!
Thanks for always releasing lengthy full scale documentaries!
But Taiwan is part of China through the OCP, signed and acknowledged by the US as well... Did you miss that?
Again, Russia did not cut its supply of gas to Europe. In fact, the EU sanctioned Russia which prevented EU countries from buying Russian gas... Did you miss that too?
Great content like always.
Great Insight thanks for the explanation on everything and your Insight
Would have liked to see one mention of ASML and how they have a complete monopoly on lithography machines (the physical chip-making machines). But it was probably cut due to time.
Covering ASML might have been considered rote.
so much Already talked about it everywhere else.
Literally a couple days ago, the Netherlands refused to follow the US on chip restrictions. That's huge.
@@J_X999 ASML is still unable to export cutting-edge lithography machines to China, though. They might not do exactly what the US wants, but they're not just rejecting US sanctions outright.
@@J_X999 the USA is pretty much going alone with all of it's usual vassal states (Canada, UK, Australia, Japan)
@@J_X999 Bro ASML would not even exist without US capital.
The Chinese military doesn't need high end chips, military equipment doesn't need TINY chips, these tiny high end 5nm chips are used for smart phones. Both Taiwan and China trade freely and have co-existed peacefully for decades, for like 70 years. China can make their own domestic lithography machines, which means they can make 28 nm chips, covering 90% of all chips needed. The true intention is to cripple China's economy. A lot of inacurracies here.
This such amazing channel, thank you
Ur content is good. Very informative but u also keep it interesting 👍🏼🙏🏼
Thank you! Loved the animated maps! It’s very interesting to see a Birdseye view of the global economic and geographical relationships between the worlds key players in the micro chip industry. This was very fun and informative.
Another interesting point is how much further can silicon technology even go from here. Only in a few years we've gone from 28nm chips to < 5nm chips and are literally trying to break physics to achieve better results by going smaller. Kinda scary to think we might hit a plateau of some kind that results in no more insane innovation in this space.
There are already plans for the next 10 years to improve the chips. For example, ASML is developing a high NA EUV lithography machine that can print the chips even smaller. Furthermore, they are planning to design the chips not just in two dimensions but in three dimensions by stacking them above each other which will greatly improve the transistor density.
@@corne1717 3D is already a thing about a decade now.
Thanks Johnny. Super interesting!!👌💯
Johnny this was by far the best video I have seen in awhile !
Mate, this content is fantastic. A college would charge a full semesters worth of tuition for this 30 minute description. Lucky to have content creators like this. Love this work and channel.
Full of bias disinformation.
College is basically free. Your place must fear educated people if it isn't.
@@jamaly77 Welcome to the ol US of A
@@jamaly77 I mean... you aren't wrong
Thanks for covering this. Fabs are hands down the most complex manufacturing facilities in the world, and most people don't even know about them.
As a Chinese, I do not worry about the Chip War between US and China, but about the so far unemerged tech in the future.
USA is far more advanced in basic science and that is the area brewing new technology. While I am optimistic in China's future as our goal is not to beat USA, but keep improving the live standard of ourselves, that means China will also put great effort in R&D.
New subscriber ! I’m definitely rocking with y’all content man keep it up!
Props to our boys Johnny and the Crew for developing such well researched and thought provoking videos. Wish you luck for future!
USA average IQ is only 85 vs Chinese average IQ of 109. In the long run, the Asians will outsmart the Americans.
harris is lying to you he is a propaganda pusher and deep state personal
This might just be my favorite JH video. He has earned a place on TH-cam for his geography explainers but my favorite videos of his are the ones that explain economic phenomena.
Love the video with lots of informative information.
Excellent informative video
Perfect timing!! Just when I was self studying these companies working with semiconductors, and learned about these conflits, you drop a video rounding everything up. Amazing content as always! :)
Been looking forward to this since you announced it a while back during an ad read, really excited for this!
Hope all the projects you mentioned are done btw, must've been a lot of work for everyone over there!
Absolutely amazing video! You helped explain these complex situations in a really easy to understand way and I learned a lot from this video. It's crazy how the world is evolving.
Just subscribed informative and interesting videos
I love the tone you set on this; 'there's a revolution happening'. A very important piece to note as it happened silently to most people.
This is your best one yet Johnny. The story telling and visuals really keep you engaged and flowing with the story.
Hats off to the entire team for this amazing content. ❤
Absolutely magnificent video, simply marvellous.
Deadly video, simply awesome. Unbelievable hard work, humongously deep research and effort has gone into production of this terrific video. Watching from Bangalore India.
Great video like always. I really appreciate that you and your team do such thorough research, always feel like i actually learn something new every time I watch one of your videos.
24:18 This is highly misleading. As you kind of mentioned the US can't actually manufacture these chips without TSMC or Samsung, and they can't manufacture the chips without a whole range of expensive equipment from all over the world.
The US has not only stopped export of US-made stuff to China, it has essentially forbidden everyone else from selling this equipment to Chinese companies as well. So they aren't just 'blocking' the lines from the US to China, they are 'blocking' lines coming from all over the world to China.
Additionally, consider that these other companies from other countries produce the same chips for the US military. So essentially its cool when other countries help advance the US military but it is not ok if they help China as well.
This whole thing is literally just the US abusing its hegemonic powers to try and delay China from becoming a super power that can directly rival the US. And everyone else is playing ball because they currently exist in this hegemonic system and can't afford to go against the US.
Fantastic and informative video!
Your videos are so interesting and informative this is my favorite channel keep it up Johnny !!! ❤
This was one of the best doc’s I’ve seen in a hot minute. Great job to you and the team!!
I think you're understating how important ASML is in this supply chain. While ASML take parts from the US and other countries to build their machines they are the only ones that actually produce them and without them the most advance chips would be impossible.
Yeah, ASML is the reason why
@@user-gc1hg9sp9k nope, thy also need the software for designing which is only made by USA
All most andvaced chips*
@@eric7758 Not really, all of the design of chip could be done Outside US. Even Huawei,The most heavily sanction chinese tech companies, still able to design 7nm chip.
@@user-gc1hg9sp9k Because they had access to usa software. but the latest sanctions bans everything, so they seem to be doomed.
I learnt so much from this video, thank you!