Comments by "genuinenness befitting" (@genuinennessbefitting4734) on "Ticker Symbol: YOU" channel.

  1. n 2007, Apple mobile phones began to appear, and mobile phones had to consider power consumption and miniaturization. Taiwan's accumulated technology gradually defeated dozens of competitors to become the world hegemon. The production of advanced semiconductors requires various materials, such as electronic-grade gases and solutions. These raw materials come from nearly 3,000 Taiwanese manufacturers. It will cost $25 billion to build a 3-nanometer factory and $40 billion to build a 2-nanometer factory. A 1-nanometer factory may cost more than $100 billion. Because of technology updates, the factory will fall behind and need to be replaced within two years, so the chip maker must recover construction and R&D costs within two years.
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  2. Before 2004, the United States led the world in semiconductor technology, and foundries had to pay IBM's technology license fees. But in 2004, TSMC took the lead in developing 0.13-micron copper process technology ahead of IBM, ushering in the era of Taiwan's semiconductor technology leading the world. In 2014, IBM withdrew from the foundry business, and TSMC considered buying IBM's fab in New York State. However, even though IBM's technology has lagged Taiwan by a decade, the US Department of Defense and IBM, still worried about the influx of already lagging American technology into Taiwan, rejected the deal. High-tech semiconductor technology is the result of Taiwan's efforts to develop, and now the United States claims to "bring back" semiconductor production to the United States.
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  3. In addition, semiconductor factories require a large number of scientists and engineers. Most semiconductor engineers worldwide are in Taiwan because Taiwan has spent decades developing these engineers. In this world, no country can build up 3,000 manufacturers and many scientists in a short time, let alone the production of semiconductors. Suppose a country has not accumulated enough semiconductor experience over the past few decades and plans to enter semiconductor production. In that case, it would be an astronomical payout and no guarantee of success. For example, Samsung's 5nm yield rate is only 35%. In contrast, Taiwan's yield rate is 80%, so it is always possible to manufacture advanced semiconductors in the laboratory, but mass production is the key. Otherwise, it will generate hundreds of billions of dollars in losses. As semiconductors dominate the future of humankind, China's $1 trillion allocations to conquer advanced semiconductor technology are still in vain.
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  4. Before 2004, the United States led the world in semiconductor technology, and foundries had to pay IBM's technology license fees. But in 2004, TSMC took the lead in developing 0.13-micron copper process technology ahead of IBM, ushering in the era of Taiwan's semiconductor technology leading the world. In 2014, IBM withdrew from the foundry business, and TSMC considered buying IBM's fab in New York State. However, even though IBM's technology has lagged Taiwan by a decade, the US Department of Defense and IBM, still worried about the influx of already lagging American technology into Taiwan, rejected the deal. High-tech semiconductor technology is the result of Taiwan's efforts to develop, and now the United States claims to "bring back" semiconductor production to the United States.
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