Chip WAR: Chris Miller on Nvidia, TSMC dominance & risks | nzherald.co.nz

The author of best-selling book Chip War explains why efforts to rely less on companies like Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC) won’t work.
00:00 - Intro
00:38 - Nvidia earnings
01:07 - Semiconductor supply chain explained
03:04 - Chris Miller interview
06:28 - Picking winners
08:08 - TSMC risk
12:36 - Chip oversupply/deficit
18:20 - Outro
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[@revilOBIB06]

Great insights from Chris but some points are missing especially on the raw materials for producing these microchips which are Silicon, Gallium, and Germanium. There is only one country that can supply these materials massively hence they are playing a key role in this Chip War. Aside from the financial operation for manufacturing semiconductors other critical aspects are the skills (Taiwanese engineers have perfected the operation of these semiconductors for decades) and the other aspect is WATER manufacturing these semiconductors needs a massive amount of water. which made me think about why TMSC building a FAB plant in Arizona in the middle of the desert (tsk tsk tsk). Kudos to Madison, This is an interesting and great Vlog that I hope will reach more viewers.

[@sreep6975]

I work in technology space and I can say this interview is top quality, right questions and excellent answers.
Great interview Madison. You cover quite a good range of topics in general.

[@nzheraldtv]

Thank you! I really appreciate the feedback. Madison

[@walterhsueh7604]

CoWos 2.5D advantage packing service is another critical element for TSMC's success, which is the final process to complete the Chip. A single CoWos factory will cost 10~30B NZD. TSMC has 5 of them and is building another one. Plus, several manufacturers in Taiwan can also perform a similar packing service for advance Chips!

[@lianjiewu-le2vf]

Huawei Hisilicon Kirin 9000S 5G is come back

[@SHANONisRegenerate]

Interesting interview.

[@johnlee3508]

Still a relevant interview today...

[@Anders01]

I'm not so sure that China is much behind in advanced microchips. Kirin 9000s looks pretty impressive, and it may even be SMIC's N+2 process, we will see. At the same time the 3nm manufacturing by TSMC and Samsung looks problematic and expensive. If Ray Kurzweil is correct, that's a sign of one paradigm ending and the beginning of a new paradigm such as photonic or graphene microchips.

[@ScoobieDoo-zy1rh]

Huawei Mate pro 60- am I a joke to you?

[@walterhsueh7604]

7mn is the smallest they can make with the technology they have on hand. TSMC is already moving to 2mn atm, which is a 6~8 years advance than Huawei using.

[@lianjiewu-le2vf]

For US ，is 8years
in China ，maybe 1-2years

[@ScoobieDoo-zy1rh]

@@walterhsueh7604 was 10-15 year behind just last year. Now 6-8 years behind , next year 3-4 years behind . Finally 2025-2026 caught up.

[@mrteacher1315]

​@@walterhsueh7604isn't China ahead in photonic & graphene chip?

[@koushiksarkar3753]

​@@ScoobieDoo-zy1rh😂😂 shit chips

[@cameronlabone6050]

Yep back to cheque books. Cant do blockchain without computing...

[@anahitaaalami9064]

‘I don’t think there even
Is $20b left in silicon valley’
she’s high.