@@DirkPeterson-uh6uu Well - i think and hope that this channel tries to show the facts. It showed Toshiba trying to popularize semi in europe, maybe it failed but it left much of experience
I remember in the 50s when I was a little boy. My father was a foreman at a steel company in Warren, Ohio. Many times Japanese businessmen stayed at our home as my father showed them how to make steel. Long story short, the Japanese production of cut-rate steel doomed the US steel industry. Then Korea does the same thing to Japan in high-tech and semi-conductors. And, "the beat goes on."
cut-rate steel doomed the US steel industry. On the other hand, cheap steel boomed the US car industry. Mexico can't compete with USA on corn, because USA grows corn at a loss.
@@everydaydose7779 Steel produced anywhere in the world after July 6th 1945 is slightly radioactive. The medical device industry has bid up scrap steel made prior to 1945 because the radioactivity interferes with sensitive instruments, and the non-irradiated metal is needed.
How do you manage to just push out one video after the other so well written and researched? You are a true talent and the topics are excellently reported on!
Samsung’s foray into the digital camera market would make an interesting story. They dumped *piles* of money into it, developed the then most-advanced camera image processor on the planet and introduced a camera with autofocus and auto-triggering capabilities far beyond the competition (the NX-1). Then they just pulled the plug. The scale of their efforts was amazing. They somehow paid enough money to hire away the principal architect of Canon’s DIGIC processor line, and hired scores of other Japanese camera engineers; they had entire floors of Japanese engineers in the R&D center with accompanying squads of technical interpreters to facilitate communications between the Japanese and Korean engineers. They were set to be serious competition for Canon, Nikon and Sony, but when sales failed to grow as rapidly as they expected, combined with a general downturn in the industry, they pulled the plug practically overnight. I’d love to know more of what went on behind the scenes, but it might be difficult to discover. (OTOH, I do know a guy who could tell the full story if you could convince him to do so :-)
It is sad the Samsung NX1 never took off and became popular 😞 Was a very advanced camera for its time! Even by 2023 standards the Samsung NX1 is a damn fine camera
@@clarkkent7973yeah I believe this is the reason why they pulled the plug. The world was sayin goodbye to the good ol’ traditional camera anyway and Samsung eventually put those cameras into their phones anyway.
@@davidcmpeterson Cameras were already suffering from cell phones, but the bigger impact at the end of the market where the NX1 played was more just that digital interchangeable lens cameras had gotten good enough that people didn’t need to upgrade every 1-2 years. There was also the issue of Samsung being a completely new platform, so there weren’t any enthusiasts who were already invested in the system: The only way they could pick up new users was by convincing people on other platforms to switch. (Or for entirely new users to decide to buy into them vs a more well-known brand.) So they faced an uphill battle. It wasn’t so much about them just putting their sensors into their phones, they were entirely different products. That said though, they were probably positioned to earn more from their foundry capacity by fabbing phone sensors vs camera ones.
Thank you for an excellent review of the growth of the Korean semiconductor industry. I enjoyed this video because I was very involved in building many Hyundai semiconductor fabs in Korea. I was also involved in the Hyundai Eugene fab. I visited the Hyundai Scottish fab site several times before Hyundai shut down the project. Many of my friends were among those who were laid off by Hyundai Semiconductor. One thing that I need to point out to you is that the location of Hyundai Semiconductor is not Incheon, but rather Icheon. Incheon is the location of the major airport which replaced Kimpo as the main Seoul airport. Incheon is located to the west of Seoul. The Hyundai Semiconductor headquarters was in Icheon which is located about 1 hour southeast of Seoul. The city names are close but not identical. Incheon is 인천 仁川 and Icheon is 이천 利川. The Koreans frequently would ask which city that I meant when I spoke of Icheon. I would clarify it as Kyoungkido Icheon which is specific for Icheon since Incheon is a specially designated "Kwanak" city.
I remember rows of young Korean female workers working in Fairchild semiconductor packaging factory in southern port city of Masan, South Korea (free trade zone) in '70s. When Samsung plunged into semicon business in early '80, everyone were very skeptical, including Korean gov't and industry. Now nearly 40 years have passed and I recently visited Pyuntaek, where Samsung is doing their business. I see sea of semiconductor factories endless to horizon, where once was endless rice paddy field. It was perfect example of turning mulberry tree forest into blue sea (Korean proverb, 桑田碧海). Korean and Samsung archived the impossible.
I have a vivid memory of watching the news just as the Asian financial crisis hit, and seeing people in South Korea donating their gold to banks (I guess it was the central bank). I was very young at the time, and we were largely insulated from the AFC here in Australia as our economy was more aligned with other developed economies. It was amazing to see - people giving over their own assets in a bid to help their nation. That footage has stayed with me, decades after the fact.
When you see history of Korea, you could find repetitive failure of government and fixing by civilians. When Japanese invaded Korean peninsula 400 years ago, cabinet ran away from capital while guerrilla blocked the supply line of Japanese. The same goes for Mongolian invasion 700 years ago. Civilians of Korea helped government and companies who had enjoyed the high leverage without hedging in 97 Asian financial crisis. Someone might call this totalitarianism, other call this patriotism.
Yes I do remember that well. From overseas my Korean parents were sad they couldn’t help. I don’t think the present generation will do that. They are very self-centered and westernized. Sad
@@ilgattoparddo It’s the type of breakthrough that requires a massive burden of proof, but so far it’s been almost the opposite, there are a very high number of extremely sketchy points in both the paper and video published. It would be awesome if it’s right. But so far it doesn’t look promising.
witnessing korean work ethic in person was incredible. they described to me as "our only natural resource is us" and they were able to take that and turn the country into a world power.
Yes. Japan certainly helped South Korea's semiconductor technology, but Japan get helped by U.S. technology in the 1950s and 60s, so U.S. engineers trained Japanese engineers, and that's how it started. The claim by some Japanese that Kaoru Takeuchi was a traitor and that he built the Korean semiconductor industry is too much nationalistic thinking. Japan's semiconductor industry collapsed because the U.S. sanctioned Japan's semiconductor monopoly due to failed diplomacy with the U.S, and the second reason is the Japanese government's own mistakes. They did not restructure after the bubble burst, which led to the zombification of major tech companies.
I cant stress enough how smart these videos make me feel lol. Seriously though, you do such a fantastic job of bringing to life these stories and their, at times abstruse elements, in a way that makes even a poor math student like myself feel engaged and capable of comprehending. Thank you for making this formerly mysterious world visible in such consistently entertaining and informative way!
The dictators who came to power via a coup d'état in Korea are interesting. Military dictators in other countries make the country sick with corruption. However, South Korea's Park Chung-hee turned an agricultural country into a heavy-industry country, and Chun Doo-hwan bet the country's fate on the semiconductor industry. Paradoxically, this kind of gamble on the fate of the country is not possible in a democratic country. But it turned Korea, the poorest country, into an advanced country.
Like all dictatorships, progress was achieved at the cost of the people. Just as the USSR had great scientific achievements, it also had its first toilet paper factory in *1969*. And as South Korea does this, its people are overworked to the point where the fertility rate is 0.84, and a replacement rate (what countries should aim for) is 2.1.
@@ASlickNamedPimpback Well, you say that but pretty much every Western country has a sub replacment birthrate, so whether this was a result of the process of development or the result of it (higher education alongside higher relative wealth and comfort for following generations). I don't argue that SOKOR doesn't work it's people hard or that it doean't have an extremely competitive high stress work culture, but lower birthrates do seem to be just part of being a developed well educated nation.
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You do such a impresseive job with these videos! Your storytelling and research is unparalleled. I genuinely feel smarter at the end of every video of yours. We appreciate everything you do 🙏
@@abi3751Probably too late to reply, but to answer your question; yes, LG is a coalition of two companies. LG has been run by two families Goo and Her. Recently, decades ago though, they separated without any trouble and "Her" side of the family is running a conglomerate named "GS".
Weird to think of all this happening at the same time democracy was taking permanent root. Such a heartening success story that I wish more developing countries could experience.
Calling Korea a functional democracy over this period is a bit more complicated than "they had elections". Oligopoly is not democratic and many Koreans I've talked to have discussed how the nation is like a bunch of megacorps with a country attached.
Love your burger shop analogy. “In real life, strategy is actually very straightforward. You pick a general direction and implement it like hell.” ~Jack Welch
… did you just congratulate his analogy, then quote the man that destroyed General Electric? Jack Welch represents the shadow image of what makes corporations successful, at least in the industries this channel focuses on. He increased employee turnover, reduced/eliminated research and development spending, and used GE’s market position to operate as something like an unlicensed bank.
Honestly It is hard to believe Japan having so much industrial capabilities (Canon, Toshiba, Hitachi, Nikon and so on) failed to overtake processor manufscturing market to TSMC.
Ah brings back memories, Playstation HQ Akasakamitsuke rolled out the red carpet for Samsung flash memory while woe is me waited in line with clock, sram and psoc.
Yeah, but here we have almost all chip designing companies but not a single manufacturing company, but micron have aannounced they will setup a plant here and a domestic company called vedanta is planning to invest over 20b to make chips in house.
@@abi3751 Dude, semiconductor is the epitome of precision manufacturing industry. If India cannot make good cars, phones or refrigerators, how the hell would they make hundred billions of transistors to work on a few inch chips? It's a business where a single dust particle in the chip production line leads to failure. And it is way more complicated and competitive than any other manufacturing industries. Once India gets on top with other industries like car or ship building, that's when India should 'begin' with the semiconductor.
@@kswltd first of all who told India doesn't make automobiles ? , Mahindra is the world's largest tractor producer and Tata is world's second largest producer of trucks, they produce other vehicles too, .and Your concept about countries which cannot produce cars cannot produce chips are nonsense, Taiwan is the largest manufacter of chips they don't have any global automobile company, and India is the second largest producer of smartphones after china.and india has almost all chip designers here like intel, nvidea samsung, arm, and more and more also India has equipment makers like applied material and lam research, so it's your misconsumption
@@abi3751 I never said India doesn't make cars. I said they don't make 'good' cars. Look it up again. Do you know that even countries like Vietnam make cars? Even African countries can make phones and cars if you assemble the components bought from other countries. India's Tata and Mahindra can 'assemble' cars, if that's what you mean.
I am from Taiwan. Although Taiwan’s semiconductors are temporarily ahead, and advanced manufacturing processes（3nm） have reached the physical limit（1nm=3-5atoms), it is only a matter of time before South Korea catches up with Taiwan. Samsung Intel is the most honorable opponent
DRAM was affordable for majority. That is the major reason why it was largely adopted by the computer industry. I wonder why/how Toshiba failed in terms of relation to the other factors (politics etc).
So it took 11 minutes before you mentioned that one word. Even though there were two opportunities to do it before that. I feel like it was a strategic decision to delay mentioning it. :D
Sam stands for 3 and sung does star in Korean. Samsung stands for three stars. The chaebol named his companies as either Samsung or Cheil. Cheil stands for the first in Korean.
GREAT VIDEO !!!! I had miss conception of force sale of LG chip by Korean government(Probably was) As a very close friendship with LG founders grand sons…~~~~~~
You are making excellent videos. I lived in Korea at several times. My first work in Korea was at Hyundai Semiconduction in Icheon 이천시 利川市. You had it written as "Incheon." where the new airport is located. Many people make this mistake. I worked on the construction of Hyundai fabs E1, E2, E3 and R2 in Icheon. I was in the process of starting a business in Korea when the Asian economic crisis arrived. Perfect timing! Several years later, I worked in Asan 아산시 牙山市. My company car was a Samsung SM5. It was a good car based on the Nissan Altima. Keep up the great work!
Korea used to be the poorest country in the world, but has now become a developed country. There are world-class cutting-edge companies, world-class military companies, and world-class shipping companies. And soft power is also getting stronger. The land is small, the population is small, and there are no resources. It is surrounded by powerful countries such as China, Russia, and Japan. It is a miracle country that grew rapidly under the protection of the United States. Too fast growth gave birth to too many bad things. A representative example is the birth rate, which is the worst in the world. Ultimately, this will destroy the economy and increase taxes. Unless south korea unify with North Korea, have no choice but to accept immigrants. It will be interesting to see whether Korea, a single ethnic group, will become a multi-ethnic country like the United States or Europe.
I still remember that hynix class action lawsuit here in the US. If I remember it was against all of the Korean manufacturers. I still remember my big 14 dollar check from it! 🤣
Very interesting chunky video explaining a lot of the current situation. I suppose the video will be valuable for many years to come, as most of the described events cover large timespans and won't likely change abruptly.
Great video. I wonder if korean companies had of been beholden to stock market investors the same way intel was (and is) this success would not have been possible. Focus on quarterly results, short term management incentives, buybacks instead of reinvesting etc, none of it is conducive to long term success as seen with intel.
When you have kind uncle called Sam, who is willing to transfer technology and offer unlimited markets, you can rise very fast indeed. That's the story of South Korea. But if you piss off that uncle, then you fall. That will be the story of China this decade.
Korean companies willing to pay triple US salaries to poach talent and invest billions into fabrication infrastructure, is not at all a story of Uncle Sam giving tech away.
Are you so dumb to think that the so-called uncle Sam actually transferred semiconductor tech to South Korea? The unlimited markets was not only open for Korea but also for other countries. The major difference was that other countries could not manage to deliver good semiconductors at a reasonable price, but South Korea did and created the chance. Are you are trying to say the American buyers were forced to buy Korean semiconductors? How could Korean chipmakers, especially Samsung, constantly make the highest quality memory chips even better than the ones made by Intel for such a long period of time? You don't realize you are spitting on your own face, do you? Nobody in the right mind believes the US would have transferred the technology to any country in the world without any cost. People that study history know what the US has done to South American countries. Wake up, buddy.
This was an excellent short documentary on Korean Semiconductor industry! I have only 2 negatives to mention. 1. There was some kind of annoying humming sound interference notificable about ¼ way into the clip? 2. I would love to know the more modern story of Korean Semiconductor industry post 2005? I'm my opinion this is just where things started explode (figuratively speaking) for Korea in the semiconductor space? As in.....you cut to finish just as you reached the most exciting part of the story? Hopefully you'll be able to give us the post 2005 to current day success of Korean tech and expand upon what we now see as booming success for Samsung and delve more deeply into mobile phone production industries in Korea and also their complex partnerships with American tech companies like Microsoft as well as the battles between Samsung and Apple with Japanese SHARP getting squished like meat in the sandwiches? Thanks again for your very informative and high quality video production, as always
I'll answer no.2 instead. There was massive massacre of memory chip companies in 00s and early 10s. For "beat Samsung" Taiwanese and Japanese memory chip makers started chicken game, selling their products as low as possible to squeeze the competitors. Samsung didn't bleed a single blood as they had the leading edge of manufacturing capacity. Hynix barely survived with massive bleeding sacrificing their stock owners. Micron also survived sacrificing their workers using massive "lay-off". Angela Merkel thought memory chip business was not profitable and let Quimonda(memory branch of Infeneon) go bankruptcy. Taiwanese companies go bankruptcy as lack of cash and technology. Elpida, memory chipmaker from Japanese version of "big deal", couldn't survive because of Japanese old school bureaucracy.
can you do videos about these 3 topics -malaysia semiconductor industry -cancer risks for workers in semiconductor fabs -ASMLs upcoming High NA machines
I think he already made videos on these topics. Here's the links : 1.Can Malaysia's Semiconductor IndustryCompete? th-cam.com/video/WZPYOujFZ_Q/w-d-xo.html 2. The Semiconductor Health and Cancer Problem th-cam.com/video/LzxiUA9NAQ0/w-d-xo.html 3.What ASML Has Next After EUV th-cam.com/video/en7hhFJBrAI/w-d-xo.html
26:01 Big Deal shows Hyundai acquiring LG's semicon, Samsung's automotive. It is believed that Hyundai's owner Mr,Jung sending 500 cow to N.Korea may affected those deals as President Kim was promoting "Sunshine Policy" towards N.Korea
I was the process integration engineer for Hyundai America in Eugene. It was poorly managed, they hired all american engineers but wouldn’t let us in on the real engineering meetings, instead treating us like technicians. Within 24 months most all of us has quit. Yields were bad, which is a death knell for semiconductors, and without us things got worse, the locals soaked Hyundai with outrageous fees... it was a crater of expenses. Clearly this was a company that treated semiconductors like the ship building company it had been... heavy top management who knew little of what it took to be successful in the industry, keep middle management in the dark, and bureaucracy and pride thus preventing the nimbleness needed to fix defects quickly. For a full year they refused to fix an obvious contact conformity issue that was killing Yields because it required a process deviation from what they did in Korea. So disappointing to see that Hyundai plant mothballed still 25 years later.
@Asianometry I am always delighted by the thoroughness of your research, I enjoy your productions quite a lot. However, I have a small note: You used "megabits" throughout this video when you should have used "megabytes". In short, one megabit represents one million bits, whereas one megabyte represents EIGHT million bits, so they are quite different. Furthermore, megabits is used in data transmission (such as in video streaming), and megabytes is used in data storage (such as in computer memory). Cheers.
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This channel seems to show that all best ideas come from west .disappointed
@@DirkPeterson-uh6uu Well - i think and hope that this channel tries to show the facts. It showed Toshiba trying to popularize semi in europe, maybe it failed but it left much of experience
❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤😊❤❤❤❤❤❤❤❤😊❤❤😊❤❤❤
LG Life is GOOD ! :-)
I remember in the 50s when I was a little boy. My father was a foreman at a steel company in Warren, Ohio. Many times Japanese businessmen stayed at our home as my father showed them how to make steel. Long story short, the Japanese production of cut-rate steel doomed the US steel industry. Then Korea does the same thing to Japan in high-tech and semi-conductors. And, "the beat goes on."
Hey, we still make garbage steel here. I've built several buildings out of car doors and folding chairs
Damn homeboy got schooled how to make better steel with radioactive dust infused 😂
cut-rate steel doomed the US steel industry. On the other hand, cheap steel boomed the US car industry.
Mexico can't compete with USA on corn, because USA grows corn at a loss.
Our YT comments are training the AI of future cyborgs.
@@everydaydose7779 Steel produced anywhere in the world after July 6th 1945 is slightly radioactive. The medical device industry has bid up scrap steel made prior to 1945 because the radioactivity interferes with sensitive instruments, and the non-irradiated metal is needed.
How do you manage to just push out one video after the other so well written and researched? You are a true talent and the topics are excellently reported on!
I think a whole team is right behind his back
@@bidvadiri1 meanwhile he probably reads random articles and does videos on whatever he's interested in (which is even more impressive)
When you know something you tend to have access to that info and know how to get more.
Too much content! Please slow the flow through the paywall.
@@levanimikeladze that would be Really impressive, but I´ve slight doubt about it.
Samsung’s foray into the digital camera market would make an interesting story. They dumped *piles* of money into it, developed the then most-advanced camera image processor on the planet and introduced a camera with autofocus and auto-triggering capabilities far beyond the competition (the NX-1). Then they just pulled the plug.
The scale of their efforts was amazing. They somehow paid enough money to hire away the principal architect of Canon’s DIGIC processor line, and hired scores of other Japanese camera engineers; they had entire floors of Japanese engineers in the R&D center with accompanying squads of technical interpreters to facilitate communications between the Japanese and Korean engineers. They were set to be serious competition for Canon, Nikon and Sony, but when sales failed to grow as rapidly as they expected, combined with a general downturn in the industry, they pulled the plug practically overnight. I’d love to know more of what went on behind the scenes, but it might be difficult to discover. (OTOH, I do know a guy who could tell the full story if you could convince him to do so :-)
It is sad the Samsung NX1 never took off and became popular 😞
Was a very advanced camera for its time! Even by 2023 standards the Samsung NX1 is a damn fine camera
And started putting their image sensor in cell phones which killed most of the mass digital camera market?
@@clarkkent7973yeah I believe this is the reason why they pulled the plug. The world was sayin goodbye to the good ol’ traditional camera anyway and Samsung eventually put those cameras into their phones anyway.
@@davidcmpeterson Cameras were already suffering from cell phones, but the bigger impact at the end of the market where the NX1 played was more just that digital interchangeable lens cameras had gotten good enough that people didn’t need to upgrade every 1-2 years. There was also the issue of Samsung being a completely new platform, so there weren’t any enthusiasts who were already invested in the system: The only way they could pick up new users was by convincing people on other platforms to switch. (Or for entirely new users to decide to buy into them vs a more well-known brand.) So they faced an uphill battle.
It wasn’t so much about them just putting their sensors into their phones, they were entirely different products. That said though, they were probably positioned to earn more from their foundry capacity by fabbing phone sensors vs camera ones.
@@clarkkent7973 no cellphone camera can match what the Samsung NX1 could do
Thank you for an excellent review of the growth of the Korean semiconductor industry. I enjoyed this video because I was very involved in building many Hyundai semiconductor fabs in Korea. I was also involved in the Hyundai Eugene fab. I visited the Hyundai Scottish fab site several times before Hyundai shut down the project. Many of my friends were among those who were laid off by Hyundai Semiconductor.
One thing that I need to point out to you is that the location of Hyundai Semiconductor is not Incheon, but rather Icheon. Incheon is the location of the major airport which replaced Kimpo as the main Seoul airport. Incheon is located to the west of Seoul. The Hyundai Semiconductor headquarters was in Icheon which is located about 1 hour southeast of Seoul. The city names are close but not identical. Incheon is 인천 仁川 and Icheon is 이천 利川. The Koreans frequently would ask which city that I meant when I spoke of Icheon. I would clarify it as Kyoungkido Icheon which is specific for Icheon since Incheon is a specially designated "Kwanak" city.
Seorang karyawan Hyundai mengatakan anda pembawa sial 😂
I remember rows of young Korean female workers working in Fairchild semiconductor packaging factory in southern port city of Masan, South Korea (free trade zone) in '70s. When Samsung plunged into semicon business in early '80, everyone were very skeptical, including Korean gov't and industry. Now nearly 40 years have passed and I recently visited Pyuntaek, where Samsung is doing their business. I see sea of semiconductor factories endless to horizon, where once was endless rice paddy field. It was perfect example of turning mulberry tree forest into blue sea (Korean proverb, 桑田碧海). Korean and Samsung archived the impossible.
It's just fabrics
Why is Korean proverb in a Chinese letters?
Also turning a beautiful berry forest into blue sea seems like a step backwards. Very weird.
@@ZelenoJabko it's like having latin roots for english words
I have a vivid memory of watching the news just as the Asian financial crisis hit, and seeing people in South Korea donating their gold to banks (I guess it was the central bank). I was very young at the time, and we were largely insulated from the AFC here in Australia as our economy was more aligned with other developed economies. It was amazing to see - people giving over their own assets in a bid to help their nation. That footage has stayed with me, decades after the fact.
When you see history of Korea, you could find repetitive failure of government and fixing by civilians. When Japanese invaded Korean peninsula 400 years ago, cabinet ran away from capital while guerrilla blocked the supply line of Japanese. The same goes for Mongolian invasion 700 years ago. Civilians of Korea helped government and companies who had enjoyed the high leverage without hedging in 97 Asian financial crisis.
Someone might call this totalitarianism, other call this patriotism.
Yes I do remember that well. From overseas my Korean parents were sad they couldn’t help. I don’t think the present generation will do that. They are very self-centered and westernized. Sad
What about Korean superconductors?
I want to believe
[Insert floating flake of room temperature metal here]
Hasn't been replicated yet, but I'm hoping it will.
@@BuddyDarDarTV A couple of Chinese universities already replicate it.
@@ilgattoparddo*failed to
@@ilgattoparddo It’s the type of breakthrough that requires a massive burden of proof, but so far it’s been almost the opposite, there are a very high number of extremely sketchy points in both the paper and video published. It would be awesome if it’s right. But so far it doesn’t look promising.
"No matter what it takes, Samsung will enter the semiconductor business, so please deliver the news to the readers of your newspaper" 😳what a quote
witnessing korean work ethic in person was incredible. they described to me as "our only natural resource is us" and they were able to take that and turn the country into a world power.
hehe, surveillance economies primary resource to churn out the money is human resources
It also helps that their national defense has basically been outsourced to the United States military.
its what we do best!
They were being intensely backed by the largest 2 capitalist economies back then: U.S. and Japan. It is no surprise why
@@capmidniteYou would be surprised if you see the Korea' defense budget that have been paid during thier developing phases.
4:49 I was confused as to why a car manufacturer (Hyundai) was in the semiconductor business until I looked it up. This I why I subscribe.
what was the result of looking up?
Hyundai makes cars?
Hyundai's founder started with a vehicle repair shop catering to US 8th Army subcontracts
Yes. Japan certainly helped South Korea's semiconductor technology, but Japan get helped by U.S. technology in the 1950s and 60s, so U.S. engineers trained Japanese engineers, and that's how it started.
The claim by some Japanese that Kaoru Takeuchi was a traitor and that he built the Korean semiconductor industry is too much nationalistic thinking. Japan's semiconductor industry collapsed because the U.S. sanctioned Japan's semiconductor monopoly due to failed diplomacy with the U.S, and the second reason is the Japanese government's own mistakes. They did not restructure after the bubble burst, which led to the zombification of major tech companies.
I cant stress enough how smart these videos make me feel lol. Seriously though, you do such a fantastic job of bringing to life these stories and their, at times abstruse elements, in a way that makes even a poor math student like myself feel engaged and capable of comprehending. Thank you for making this formerly mysterious world visible in such consistently entertaining and informative way!
Me too, but don't you DARE tell anyone! LOL
@@ryanreedgibson Why is this even so embarrasing.?
@@cravinghibiscus7901 Because I don't want people to think I'm stupid. That was the joke, haha. I guess I'm dumb and unfunny. LOL.
@@ryanreedgibson Nono, why is it so embarrassing to feel smart?
@@cravinghibiscus7901Never mind. The tone and facetiousness was lost in my writing.
The dictators who came to power via a coup d'état in Korea are interesting. Military dictators in other countries make the country sick with corruption. However, South Korea's Park Chung-hee turned an agricultural country into a heavy-industry country, and Chun Doo-hwan bet the country's fate on the semiconductor industry. Paradoxically, this kind of gamble on the fate of the country is not possible in a democratic country. But it turned Korea, the poorest country, into an advanced country.
Like all dictatorships, progress was achieved at the cost of the people. Just as the USSR had great scientific achievements, it also had its first toilet paper factory in *1969*. And as South Korea does this, its people are overworked to the point where the fertility rate is 0.84, and a replacement rate (what countries should aim for) is 2.1.
aaand yoon suk yeol just destroyed all that for a slice of biden's american pie.. nice.. 96% profit loss.. whooaaa...
@@ASlickNamedPimpbackdon't forget the suicide rate
When you truly look at east Asian tigers and China, ultimately it's either that (capable dictatorship/semi dictatorship) or stuck as poor countries.
@@ASlickNamedPimpback Well, you say that but pretty much every Western country has a sub replacment birthrate, so whether this was a result of the process of development or the result of it (higher education alongside higher relative wealth and comfort for following generations).
I don't argue that SOKOR doesn't work it's people hard or that it doean't have an extremely competitive high stress work culture, but lower birthrates do seem to be just part of being a developed well educated nation.
This was a thrilling saga. Fantastic presentation! 😃
I don't know who needs to hear this but stop saving all your money. Venture into Investing some, if you really want financial freedom.
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I Invested across the top markets but not by myself though. I also follow the guidelines of Mrs Tracy Britt Cool Finance. I can correctly say she is worth her salt as an investment advisor as her diversification skills is top-notch, I say this because of the results, as my portfolio grows by averages of 20 to 30% every month, unlike I can say for my IRA which has just been trudging along. my portfolio just mirrors what she places and not just on some particular industries of my choosing.she gave me that financial freedom I needed.
a google search with the keywords "TRACY BRITT COOL FINANCE" should get you what you need
Make your Research and look her name Up online TRACY BRITT COOL FINANCE.
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Much respect to Samsung, Hynix, and Korea.
the rate you're pumping out these videos is nuts!
LG was basically its name from Lucky-Goldstar which was changed from since 1992.
Because the founder's son name was Koo-Lak Hee.(=Lucky) :D
Wow, quite the undertaking of a video. great presentation as always.
Dude how do you pump these out so quickly
Ug. The ads! I pay for TH-cam red, and this channel used to be one of my favorite because it didn't slather an ad into the content itself.
You do such a impresseive job with these videos! Your storytelling and research is unparalleled. I genuinely feel smarter at the end of every video of yours. We appreciate everything you do 🙏
LG = "lucky goldstar"
Really? 😮
@@abi3751 really, yes. Lucky, Inc. (럭키) + Goldstar, Inc. (금성)
@@soobinlee8832 is LG a merge of 2 companies.?
@@soobinlee8832 and what about "life's good"
@@abi3751Probably too late to reply, but to answer your question; yes, LG is a coalition of two companies. LG has been run by two families Goo and Her. Recently, decades ago though, they separated without any trouble and "Her" side of the family is running a conglomerate named "GS".
Been using korean cars and phones for a while. Thanks from Kazakhstan.
Weird to think of all this happening at the same time democracy was taking permanent root. Such a heartening success story that I wish more developing countries could experience.
do u really? democracy put the chaebols in power and now its a corpo dictatorship.
Calling Korea a functional democracy over this period is a bit more complicated than "they had elections". Oligopoly is not democratic and many Koreans I've talked to have discussed how the nation is like a bunch of megacorps with a country attached.
@@letsburn00 You just spelled America and Western Europe.
@@ilgattoparddo also true.
Chaebols allows democracy as long as they earn.democracy lives as long as the chaebols are happy not the people
The South Korean effort to educate (formal education - schooling) its people is fantastic! Have you done a video about it? Thanks!
Love your burger shop analogy.
“In real life, strategy is actually very straightforward. You pick a general direction and implement it like hell.”
~Jack Welch
… did you just congratulate his analogy, then quote the man that destroyed General Electric?
Jack Welch represents the shadow image of what makes corporations successful, at least in the industries this channel focuses on. He increased employee turnover, reduced/eliminated research and development spending, and used GE’s market position to operate as something like an unlicensed bank.
@@MrCalls1...and that "bank" didn't work out too well either. ¯\_(ツ)_/¯
Jack Welch is a terrible person, and should never be quoted in a positive light.
Honestly It is hard to believe Japan having so much industrial capabilities (Canon, Toshiba, Hitachi, Nikon and so on) failed to overtake processor manufscturing market to TSMC.
Great vid as always. We need an intro to superconductors now with all the craziness with LK-99 going on.
Probably hot air.
The fast and furious rise of Korean Room Temperature Superconductor (LK99)
'Ey I have a Daewoo microwave that I bought mega cheap in a supermarket a few years ago, that hasn't failed me yet :D Go Daewoo!
I have been using either SK Hynix on my previous laptop DDR3L memory, and now with my new laptop using Samsung's DDR5 RAM
Yay, your first sponsor, get that bag, bro!
Ah brings back memories, Playstation HQ Akasakamitsuke rolled out the red carpet for Samsung flash memory while woe is me waited in line with clock, sram and psoc.
every time you make a korea video the video is summarized in "the government being cucked by the chaebol"
Love the comment "scientifically speaking, Hynix ate a turd sandwich all the way down" 😄
better than being a giant douche…
Love your channel. Thank you.
India : Take notes seriously but losing talents and expertise at a alarming rate at the meantime.
Yeah, but here we have almost all chip designing companies but not a single manufacturing company, but micron have aannounced they will setup a plant here and a domestic company called vedanta is planning to invest over 20b to make chips in house.
india should focus on labour-intensive manufacturing. semis come later.
@@abi3751 Dude, semiconductor is the epitome of precision manufacturing industry. If India cannot make good cars, phones or refrigerators, how the hell would they make hundred billions of transistors to work on a few inch chips? It's a business where a single dust particle in the chip production line leads to failure. And it is way more complicated and competitive than any other manufacturing industries. Once India gets on top with other industries like car or ship building, that's when India should 'begin' with the semiconductor.
@@kswltd first of all who told India doesn't make automobiles ? , Mahindra is the world's largest tractor producer and Tata is world's second largest producer of trucks, they produce other vehicles too, .and Your concept about countries which cannot produce cars cannot produce chips are nonsense, Taiwan is the largest manufacter of chips they don't have any global automobile company, and India is the second largest producer of smartphones after china.and india has almost all chip designers here like intel, nvidea samsung, arm, and more and more also India has equipment makers like applied material and lam research, so it's your misconsumption
@@abi3751 I never said India doesn't make cars. I said they don't make 'good' cars. Look it up again. Do you know that even countries like Vietnam make cars? Even African countries can make phones and cars if you assemble the components bought from other countries. India's Tata and Mahindra can 'assemble' cars, if that's what you mean.
holy moly that was a wild ride.
the 'economy' (freakonomy) of Magic Debt really is a subversive thing. Free money, free power.
You should do a video on Chebols about how and why they started and how they are still able to keep going in the modern world today.
they did do a video on South Korean chebols iirc. (How the rich ate South Korea)
@@Bomkz oooh thanks! I didn’t realize. Man I love Asianometry. He is so soooo good. ❤️
@@KomradZX1989 no problem!
He could just say "chaebol" over and over again like in this video. To be fair it's one syllable less than "Zaibatsu"
It's not Incheon(인천), it's Icheon(이천).
1985 market crash??! Isn't it 1987?
Great piece, but I kinda wished the ending was a bit longer.
I am from Taiwan. Although Taiwan’s semiconductors are temporarily ahead, and advanced manufacturing processes（3nm） have reached the physical limit（1nm=3-5atoms), it is only a matter of time before South Korea catches up with Taiwan. Samsung Intel is the most honorable opponent
Decades later, economists *still* haven't realized that only cancer has infinite growth!
Great vid!
To think that Fred Terman was also involved in guiding the building of technical human capital base in S.K is just wild. That man was a gem.
i love everything you talk about man keep up the awesome videos
DRAM was affordable for majority. That is the major reason why it was largely adopted by the computer industry. I wonder why/how Toshiba failed in terms of relation to the other factors (politics etc).
What are you recording audio with? Running a high pass filter would be fantastic.
Your channel is awesome!
Can you please investigate and release as to how Cray's failure to deliver Cray 3 could lead to ban of GaAs researches in Japan?
So it took 11 minutes before you mentioned that one word. Even though there were two opportunities to do it before that. I feel like it was a strategic decision to delay mentioning it. :D
Stack beef patties == stacked memory chips.
Looking forward to the superconductor video in ten years
Seriously you do a fantastic job🎉
The last sentence of the very good presentation ... is interesting!
Get a 7-day free trial and 25% off Blinkist Annual Premium by clicking here: www.blinkist.com/asianometry
S in Samsung stands for Semiconductor but now Superconductor.
Sam stands for 3 and sung does star in Korean.
Samsung stands for three stars.
The chaebol named his companies as either Samsung or Cheil.
Cheil stands for the first in Korean.
GREAT VIDEO !!!! I had miss conception of force sale of LG chip by Korean government(Probably was) As a very close friendship with LG founders grand sons…~~~~~~
10:05 closed captions say ##The Burger Shop
Whhhaaaaat?
You are making excellent videos. I lived in Korea at several times. My first work in Korea was at Hyundai Semiconduction in Icheon 이천시 利川市. You had it written as "Incheon." where the new airport is located. Many people make this mistake.
I worked on the construction of Hyundai fabs E1, E2, E3 and R2 in Icheon. I was in the process of starting a business in Korea when the Asian economic crisis arrived. Perfect timing!
Several years later, I worked in Asan 아산시 牙山市. My company car was a Samsung SM5. It was a good car based on the Nissan Altima.
Keep up the great work!
Hynix experienced survival thriller
Video starts around 2:30. Can believe i listened to that.
*describes the process of making a burger*
Me: that don't sound like McDonald's at all!
Korea used to be the poorest country in the world, but has now become a developed country. There are world-class cutting-edge companies, world-class military companies, and world-class shipping companies. And soft power is also getting stronger.
The land is small, the population is small, and there are no resources. It is surrounded by powerful countries such as China, Russia, and Japan. It is a miracle country that grew rapidly under the protection of the United States.
Too fast growth gave birth to too many bad things.
A representative example is the birth rate, which is the worst in the world.
Ultimately, this will destroy the economy and increase taxes.
Unless south korea unify with North Korea, have no choice but to accept immigrants.
It will be interesting to see whether Korea, a single ethnic group, will become a multi-ethnic country like the United States or Europe.
12:30 Samsung has also been building ships tho
"Vitalic design SUCK" sounded so vehement tat for a second there I tot they murdered a family member. "This huhaha" also was pretty hilarious😂😂
I still remember that hynix class action lawsuit here in the US. If I remember it was against all of the Korean manufacturers. I still remember my big 14 dollar check from it! 🤣
I hear a lot about lost billions. Ouch
Why Sumsung was seen as the competitor to Japanese industry needs to be put in the historical context.
Very interesting chunky video explaining a lot of the current situation. I suppose the video will be valuable for many years to come, as most of the described events cover large timespans and won't likely change abruptly.
This.
Soon: "the fast and furious rise of Korean SUPERconductors"
Your videos cover news & history very interesting! ;))
Great video. I wonder if korean companies had of been beholden to stock market investors the same way intel was (and is) this success would not have been possible. Focus on quarterly results, short term management incentives, buybacks instead of reinvesting etc, none of it is conducive to long term success as seen with intel.
The main reason might be that US was busy fighting a chip war with Japan, and ignored Korea chip industry rise.
When you have kind uncle called Sam, who is willing to transfer technology and offer unlimited markets, you can rise very fast indeed. That's the story of South Korea. But if you piss off that uncle, then you fall. That will be the story of China this decade.
Korean companies willing to pay triple US salaries to poach talent and invest billions into fabrication infrastructure, is not at all a story of Uncle Sam giving tech away.
China steals tech, South korea like every other country has to pay for technology. One is illegal and the other legal.
Are you so dumb to think that the so-called uncle Sam actually transferred semiconductor tech to South Korea? The unlimited markets was not only open for Korea but also for other countries. The major difference was that other countries could not manage to deliver good semiconductors at a reasonable price, but South Korea did and created the chance. Are you are trying to say the American buyers were forced to buy Korean semiconductors? How could Korean chipmakers, especially Samsung, constantly make the highest quality memory chips even better than the ones made by Intel for such a long period of time? You don't realize you are spitting on your own face, do you? Nobody in the right mind believes the US would have transferred the technology to any country in the world without any cost. People that study history know what the US has done to South American countries. Wake up, buddy.
Yup
Irony that Micron kicked off its biggest competitor - Samsung.
At first (after first waking up) I read the title and thought it was a sequel to Fast and Furious Tokyo Drift
I think he just likes saying the word "chaebol"
Great summary yes DDR is a very price battle business I agree
This was an excellent short documentary on Korean Semiconductor industry!
I have only 2 negatives to mention.
1. There was some kind of annoying humming sound interference notificable about ¼ way into the clip?
2. I would love to know the more modern story of Korean Semiconductor industry post 2005? I'm my opinion this is just where things started explode (figuratively speaking) for Korea in the semiconductor space? As in.....you cut to finish just as you reached the most exciting part of the story?
Hopefully you'll be able to give us the post 2005 to current day success of Korean tech and expand upon what we now see as booming success for Samsung and delve more deeply into mobile phone production industries in Korea and also their complex partnerships with American tech companies like Microsoft as well as the battles between Samsung and Apple with Japanese SHARP getting squished like meat in the sandwiches?
Thanks again for your very informative and high quality video production, as always
I'll answer no.2 instead. There was massive massacre of memory chip companies in 00s and early 10s. For "beat Samsung" Taiwanese and Japanese memory chip makers started chicken game, selling their products as low as possible to squeeze the competitors.
Samsung didn't bleed a single blood as they had the leading edge of manufacturing capacity.
Hynix barely survived with massive bleeding sacrificing their stock owners.
Micron also survived sacrificing their workers using massive "lay-off".
Angela Merkel thought memory chip business was not profitable and let Quimonda(memory branch of Infeneon) go bankruptcy.
Taiwanese companies go bankruptcy as lack of cash and technology.
Elpida, memory chipmaker from Japanese version of "big deal", couldn't survive because of Japanese old school bureaucracy.
@@danielp2399 Cheers for the info 👍
Do not see the point of tecnology transfers in any industry.
Money
"But Vitelic's design sucked!" my favorite line.
can you do videos about these 3 topics
-malaysia semiconductor industry
-cancer risks for workers in semiconductor fabs
-ASMLs upcoming High NA machines
I think he already made videos on these topics.
Here's the links :
1.Can Malaysia's Semiconductor IndustryCompete?
th-cam.com/video/WZPYOujFZ_Q/w-d-xo.html
2. The Semiconductor Health and Cancer Problem th-cam.com/video/LzxiUA9NAQ0/w-d-xo.html
3.What ASML Has Next After EUV
th-cam.com/video/en7hhFJBrAI/w-d-xo.html
@@mizanagnasalam4381 oh thanks
Thanks Asianometry
26:01 Big Deal shows Hyundai acquiring LG's semicon, Samsung's automotive. It is believed that Hyundai's owner Mr,Jung sending 500 cow to N.Korea may affected those deals as President Kim was promoting "Sunshine Policy" towards N.Korea
I know, but why is the thumbnail a bbq?
such a big fan of your content. please keep it up!
Selling off Hydis was very bad decision
@16:02 what are the units in the y graph?
I guess if samsung take a shit, hyundai and goldstar will follow suit
Superconducting cpus next
I was the process integration engineer for Hyundai America in Eugene. It was poorly managed, they hired all american engineers but wouldn’t let us in on the real engineering meetings, instead treating us like technicians. Within 24 months most all of us has quit. Yields were bad, which is a death knell for semiconductors, and without us things got worse, the locals soaked Hyundai with outrageous fees... it was a crater of expenses. Clearly this was a company that treated semiconductors like the ship building company it had been... heavy top management who knew little of what it took to be successful in the industry, keep middle management in the dark, and bureaucracy and pride thus preventing the nimbleness needed to fix defects quickly. For a full year they refused to fix an obvious contact conformity issue that was killing Yields because it required a process deviation from what they did in Korea. So disappointing to see that Hyundai plant mothballed still 25 years later.
Thanks
may i ask where do you get all the information ? Is it internet research or do you study such topics in university ?
There are actually books documenting the rise of Samsung electronics
@Asianometry I am always delighted by the thoroughness of your research, I enjoy your productions quite a lot. However, I have a small note: You used "megabits" throughout this video when you should have used "megabytes". In short, one megabit represents one million bits, whereas one megabyte represents EIGHT million bits, so they are quite different. Furthermore, megabits is used in data transmission (such as in video streaming), and megabytes is used in data storage (such as in computer memory). Cheers.
Really like the pictures of people and places you provide. Plus you hit topics that interest me.
Thanks!
I still cant believe a deer is schooling me about asia