Comments by "genuinenness befitting" (@genuinennessbefitting4734) on "How The Global Chip Shortage Started" video.

  1.  @Catknapper  We side with the US; you are our big brother, thanks.
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  2. Intel can make a chip up to 10 nm, Samsung's 5nm is having an overheating issue, and it contains fewer transistors than TSMC's, which makes Samsung's 5 nm more like Tsmc's 7 nm but not 5nm from TSMC. So Intel must be outsourcing cutting-edge CPU to TSMC to survive; TSMC is making 3 nm from last month. As to IBM, it's a lab technology that can't be produced on the production line until 2024; in chip manufacturing, mass production is more difficult and is the key to winning and losing. And by 2024, TSMC's 2 nm must have been shipped for some time. So IBM is not even close in this sphere. The 20 billion investment of Intel aims to make a lower-end chip for carmakers.
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  3. Stacking technology will allow it to go many years.
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  4. The only fab of TSMC that is losing money is located in New York, the cost is too high to build a fab in the US, and the US does not have many chip engineers and talents; factories in the US will need to transfer a lot of engineers from Taiwan. So the cost will be just too high to be bearable. But TSMC still decides to build factories in Arizona because the US is our big brother. So we team up with the US against evil China.
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  5. Chip manufacturing is a teamwork type. There are over a thousand companies in the supply chain to support TSMC; it's impossible to move all these to another country to build a TSMC scale of the manufacturer. The way to make smaller chips like FINFET was invented by Dr. Chengmin Hu from Taiwan. The wet etching in lithography was developed by Burn. J. Lin, who is deputy general manager of TSMC, makes ASML surpass Nikon and Cannon, Taiwanese, contributed many breakthroughs in chip technology. EUV was developed in F12 of TSMC, Engineer from TSMC still in charge of the research in ASML
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  6. 92% of advanced chip is made in Taiwan as most of the semiconductor engineers are in Taiwan, other countries just don't have these many talents. Chip manufacturing is a team work type, there are over thousand companies in the supply chain to support TSMC, it's not possible to move all these to another country to build a TSMC scale of manufacturer.
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  7. 92% of advanced chip is made in Taiwan as most of the semiconductor engineers are in Taiwan, other countries just don't have these many talents. Chip manufacturing is a team work type, there are over thousand companies in the supply chain to support TSMC, it's not possible to move all these to another country to build a TSMC scale of manufacturer. The way to make smaller chip like FINFET was invented by Dr. Chengmin Hu from Taiwan, The wet etching in lithography was developed by Burn. J. Lin who is deputy general manager of TSMC, this technology makes ASML surpass Nikon and Cannon, Taiwanese contributed many breakthrough in chip technology. EUV was developed in F12 of TSMC, Engineer from TSMC still in charge of the research in ASML
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  8. Most of the semiconductor engineers are in Taiwan. Other countries just don't have these many talents. Chip manufacturing is a teamwork type. Over a thousand companies in the supply chain support TSMC; it's impossible to move all these to another country to build a TSMC scale manufacturer. The way to make smaller chips like FINFET was invented by Dr. Chengmin Hu from Taiwan; the wet etching in lithography was developed by Burn. J. Lin, who is deputy general manager of TSMC, which makes ASML surpass Nikon and Cannon, Taiwanese, contributed many breakthroughs in chip technology. EUV was developed in F12 of TSMC, Engineer from TSMC still in charge of the research in ASML. Build factories in Arizona actually is a bad idea; the only TSMC factory that is losing money is the one located in New York. To set up a factory in the US, it's all political.
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  9.  @dominionian7193  The way to make smaller chips like FINFET was invented by Dr. Chengmin Hu from Taiwan, The wet etching in lithography was developed by Burn. J. Lin who is deputy general manager of TSMC, this technology makes ASML surpass Nikon and Cannon, Taiwanese contributed many breakthroughs in chip technology. EUV was developed in F12 of TSMC, Engineer from TSMC still in charge of the research in ASML
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  10. What can you do about it as intel fails to make cutting edge chip and the US lack of these talents
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  11. Most of the semiconductor engineers are in Taiwan, other countries just don't have these many talents. Chip manufacturing is a teamwork type. Over a thousand companies in the supply chain support TSMC; it's impossible to move all these to another country to build a TSMC scale manufacturer. The way to make smaller chips like FINFET was invented by Dr. Chengmin Hu from Taiwan; the wet etching in lithography was developed by Burn. J. Lin, who is deputy general manager of TSMC, which makes ASML surpass Nikon and Cannon, Taiwanese, contributed many breakthroughs in chip technology. EUV was developed in F12 of TSMC, Engineer from TSMC still in charge of the research in ASML. Build factories in Arizona actually is a bad idea; the only TSMC factory that is losing money is the one located in New York. To set up a factory in the US, it's all political.
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  12. I was in the fundraising section for another chipmaker back in 1988, the second year TSMC was built, and my son is working in the TSMC research unit. Most of the semiconductor engineers are in Taiwan, other countries just don't have these many talents. Chip manufacturing is a teamwork type. Over a thousand companies in the supply chain support TSMC; it's impossible to move all these to another country to build a TSMC scale manufacturer. The way to make smaller chips like FINFET was invented by Dr. Chengmin Hu from Taiwan; the wet etching in lithography was developed by Burn. J. Lin, who is deputy general manager of TSMC, which makes ASML surpass Nikon and Cannon, Taiwanese, contributed many breakthroughs in chip technology. EUV was developed in F12 of TSMC, Engineer from TSMC still in charge of the research in ASML. Build factories in Arizona actually is a bad idea; the only TSMC factory that is losing money is the one located in New York. To set up a factory in the US, it's all political.
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  13. China imports 350 billion worth of chips each year. Most of that is from Taiwan, the largest chipmaker in China is SMIC, half of its revenue from low end 60 nm chips, China can't manufacture cutting edge chip, nor can they mass produce 28 nm chips for automakers. SMIC's market share is only 7 %, TSMC takes up 56%, another Taiwan chip maker UMC has 7%, China is in its baby stage in chip development.
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  14. China imports 350 billion worth of chips each year. Most of that is from Taiwan, the largest chipmaker in China is SMIC, half of its revenue from low end 60 nm chips, China can't manufacture cutting edge chip, nor can they mass produce 28 nm chips for automakers. SMIC's market share is only 7 %, TSMC takes up 56%, another Taiwan chip maker UMC has 7%, China is in its baby stage in chip development.
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  15. Bring back? How? intel fails to manufacture cutting edge chip after decades of effort. The US has been making chip for decades.
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  16. China imports 350 billion chips each year, most of them from Taiwan; China can produce very low-end chips, the largest Chinese chip maker SMIC, half of the revenue from selling 60 nm chips, not even 28 nm as most car chips were using. So, for now, SMIC is taking up around 7 % market share and can't compare to TSMC's 56%; similar to another Taiwan chip maker UMC, UMC has a 7 % market share with majority chips at 28 nm.
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  17. The CEO of Nvidia is Taiwanese, the CEO of AMD is also Taiwanese; Yahoo and YouTube were founded by Taiwanese. The way to make smaller chips like FINFET was invented by Dr. Chengmin Hu from Taiwan; the wet etching in lithography was developed by Burn. J. Lin, who is deputy general manager of TSMC, makes ASML surpass Nikon and Cannon, Taiwanese, contributed many breakthroughs in chip technology. EUV was developed in F12 of TSMC, Engineer from TSMC still in charge of the research in ASML
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  18. Most of the semiconductor engineers are in Taiwan; other countries just don't have these many talents. Chip manufacturing is a teamwork type. Over a thousand companies in the supply chain support TSMC; it's impossible to move all these to another country to build a TSMC scale manufacturer. The way to make smaller chips like FINFET was invented by Dr. Chengmin Hu from Taiwan; the wet etching in lithography was developed by Burn. J. Lin, who is deputy general manager of TSMC, which makes ASML surpass Nikon and Cannon, Taiwanese, contributed many breakthroughs in chip technology. EUV was developed in F12 of TSMC, Engineer from TSMC still in charge of the research in ASML. Build factories in Arizona actually is a bad idea; the only TSMC factory that is losing money is the one located in New York. To set up a factory in the US, it's all political.
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  19. EUV was developed in TSMC's F12 located in Hsin Chu city with help from TSMC. TSMC also hold share of ASML. Critical engineer in ASML from Taiwan.
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  20. S888 has equipped with Samsung 5 nm, but performance is worse than 7 nm from TSMC, Samsung's 5 nm is not performing well, but TSMC is producing 3 nm from last month. Samsung as backup is just not a good idea.
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  21. China imports 350 billion chips each year, most of them from Taiwan; China can produce very low-end chips, the largest Chinese chip maker SMIC, half of the revenue from selling 60 nm chips, not even 28 nm as most car chips were using. So, for now, SMIC is taking up around 7 % market share and can't compare to TSMC's 56%; similar to another Taiwan chip maker UMC, UMC has a 7 % market share with majority chips at 28 nm
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  22. Not quite so, China imports 350 billion worth of chips each year, most of that is from Taiwan, the largest chipmaker in China is SMIC, half of its revenue from low end 60 nm chips, China can't manufacture cutting edge chip, nor can they mass produce 28 nm chips for automakers. SMIC's market share is only 7 %, TSMC takes up 56%, another Taiwan chip maker UMC has 7%, China is in its baby stage in chip development.
    1
  23. 92% of advanced chip is made in Taiwan as most of the semiconductor engineers are in Taiwan, other countries just don't have these many talents. Chip manufacturing is a teamwork type. There are over a thousand companies in the supply chain to support TSMC; it's impossible to move all these to another country to build a TSMC scale of the manufacturer. The way to make smaller chips like FINFET was invented by Dr. Chengmin Hu from Taiwan. The wet etching in lithography was developed by Burn. J. Lin, who is deputy general manager of TSMC, makes ASML surpass Nikon and Cannon, Taiwanese, contributed many breakthroughs in chip technology. EUV was developed in F12 of TSMC, Engineer from TSMC still in charge of the research in ASML
    1