Comments by "genuinenness befitting" (@genuinennessbefitting4734) on "How Taiwan Became a Tech Powerhouse" video.

  1. 9:53 UMC has never produced CDs. In the securities industry, I helped UMC raise funds in 1988. I wrote the public prospectus. At that time, UMC only had electronic pens and other products. UMC has never produced products other than semiconductors. UMC's third factory had just been completed then, and funds were tight.
    21
  2. The required building materials for TSMC's Arizona plant are manufactured in Taiwan and shipped in thousands of containers to Arizona for assembly. Arizona Fab must import raw materials from Taiwan daily in the future production process. Then when the chip production completes in Arizona, they send it back to Taiwan for packaging and back to the United States after the packaging finalizes. Worse, the Arizona fab is far from the supporting manufacturers, a problem that the Taiwan fab can solve within an hour; it will take Arizona dozens of hours, days, or weeks to solve the problem, so consumers will have to bear high costs. Furthermore, TSMC still has to close its factory in Arizona whenever Taiwan is affected by geopolitical risks. Therefore, building factories in countries without supply chains and talent will not spread bets but will only increase costs. So it doesn't make sense.
    4
  3. It's the Taiwan government, the most significant shareholder of TSMC. Other investors come and go; they make money from the stock market.
    3
  4. I agree, but we must remember the US betrayed Taiwan twice, so Taiwan has to run everything by itself.
    1
  5. Because the United States failed to suppress Taiwan's technology in 2002, EUV was successfully developed in Taiwan, and the era of AI came. In 2022, two Japanese companies, Nikon and Cannon, monopolized the world lithography machine market. At that time, ASML was a small company that survived on orders from TSMC. Intel established the EUV LCC Alliance to develop lithography machines using the American dry method to seize the technology of lithography machines in the United States. Major manufacturers such as Motorola, AMD, and IBM were allowed to join the alliance, but TSMC was excluded from participating in the EUV LCC alliance. Subsequently, TSMC cooperated with ASML to use the immersion lithography technology developed by TSMC to conduct research and development at f12b, TSMC's R&D headquarters in Taiwan Hsinchu Science Park. At that time, there were two EUV research and development units in the world, but Intel's EUV LCC alliance failed. TSMC spent 1 million wafers for tests in the F12b plant and finally successfully created EUV for manufacturing advanced chips. The United States did not invest a penny in the R&D stage of modern EUV, nor did any American engineers participate in the research and development. Now, the United States believes that EUV is an American technology and wants to bring advanced technology back to the United States. Immersion lithography technology is TSMC's technology, which has made a significant contribution to the global semiconductor industry and TSMC's advanced manufacturing process, and also allowed TSMC to jump six generations of technology after the 55nm node. For any invention in the world, as long as it contains 1% of American parts, it is regarded as an invention of the United States. The US subsidy for chips also deliberately suppresses TSMC. If the United States does not have Taiwanese technology and the Taiwanese founded Nvidia, can the United States still become a world hegemony?
    1
  6. Especially the US betrayed Taiwan twice in 70' when Taiwan was in a dangerous situation.
    1
  7. The US has betrayed Taiwan twice in the 70' how can the US help Taiwan? It is precisely because the United States failed to suppress Taiwan's technology in 2002 that EUV was successfully developed in Taiwan, and the era of AI came. In 2022, two Japanese companies, Nikon and Cannon, monopolized the world lithography machine market. At that time, ASML was a small company that survived on orders from TSMC. Intel established the EUV LCC Alliance to develop lithography machines using the American dry method to seize the technology of lithography machines in the United States. Major manufacturers such as Motorola, AMD, and IBM were allowed to join the alliance, but TSMC was excluded from participating in the EUV LCC alliance. Subsequently, TSMC cooperated with ASML to use the immersion lithography technology developed by TSMC to conduct research and development at f12b, TSMC's R&D headquarters in Taiwan Hsinchu Science Park. At that time, there were two EUV research and development units in the world, but Intel's EUV LCC alliance failed. TSMC spent 1 million wafers for tests in the F12b plant and finally successfully created EUV for manufacturing advanced chips. The United States did not invest a penny in the R&D stage of modern EUV, nor did any American engineers participate in the research and development. Now, the United States believes that EUV is an American technology and wants to bring advanced technology back to the United States. Immersion lithography technology is TSMC's technology, which has made a significant contribution to the global semiconductor industry and TSMC's advanced manufacturing process, and also allowed TSMC to jump six generations of technology after the 55nm node. For any invention in the world, as long as it contains 1% of American parts, it is regarded as an invention of the United States. The US subsidy for chips also deliberately suppresses TSMC. If the United States does not have Taiwanese technology and Nvidia founded by Taiwanese, can the United States still become a world hegemony?
    1
  8. How can the US help in this regard while the US doesn't own this technology? The US played a negative role in Taiwan's semiconductor development.
    1
  9. It is precisely because the United States failed to suppress Taiwan's technology in 2002 that EUV was successfully developed in Taiwan, and the era of AI came. In 2022, two Japanese companies, Nikon and Cannon, monopolized the world lithography machine market. At that time, ASML was a small company that survived on orders from TSMC. To seize the technology of lithography machines in the United States, Intel established the EUV LCC Alliance to develop lithography machines using the American dry method. Major manufacturers such as Motorola, AMD, and IBM were allowed to join the alliance, but TSMC was excluded from participating in the EUV LCC alliance. Subsequently, TSMC cooperated with ASML to use the immersion lithography technology developed by TSMC to conduct research and development at f12b, TSMC's R&D headquarters in Taiwan Hsinchu Science Park. At that time, there were two EUV research and development units in the world, but Intel's EUV LCC alliance failed in the end. TSMC spent 1 million wafers for tests in the F12b plant and finally successfully created EUV for manufacturing advanced chips. The United States did not invest a penny in the R&D stage of modern EUV, nor did any American engineers participate in the research and development. Now, the United States believes that EUV is an American technology and wants to bring advanced technology back to the United States. Immersion lithography technology is TSMC's technology, which has made a significant contribution to the global semiconductor industry and TSMC's advanced manufacturing process, and also allowed TSMC to jump six generations of technology after the 55nm node. For any invention in the world, as long as it contains 1% of American parts, it is regarded as an invention of the United States. The US subsidy for chips also deliberately suppresses TSMC. If the United States does not have Taiwanese technology and Nvidia was founded by Taiwanese, can the United States still become a world hegemony?
    1
  10. It is precisely because the United States failed to suppress Taiwan's technology in 2002 that EUV was successfully developed in Taiwan and the era of AI came. In 2022, two Japanese companies, Nikon and Cannon, monopolized the world lithography machine market. At that time, ASML was a small company that survived on orders from TSMC. To seize the technology of lithography machines in the United States, Intel established the EUV LCC Alliance to develop lithography machines using the American dry method. Major manufacturers such as Motorola, AMD, and IBM were allowed to join the alliance, but TSMC was excluded from participating in the EUV LCC alliance. Subsequently, TSMC cooperated with ASML to use the immersion lithography technology developed by TSMC to conduct research and development at f12b, TSMC's R&D headquarters in Hsinchu Science Park, Taiwan. At that time, there were two EUV research and development units in the world, but Intel's EUV LCC alliance failed in the end. TSMC spent 1 million wafer tests at the F12b plant and finally succeeded in creating EUV that can manufacture advanced chips. The United States did not invest a penny in the research and development of modern EUVs, and no American engineers participated in the research and development. Now, the United States believes that EUV is an American technology and wants to bring advanced technology back to the United States. The Netherlands also deliberately ignores Taiwan’s technology and puts R&D. The credit for the success goes entirely to the Netherlands. Immersion lithography technology is TSMC's technology, which has made a significant contribution to the global semiconductor industry and TSMC's advanced manufacturing process, and also allowed TSMC to jump six generations of technology after the 55nm node. For any invention in the United States, as long as it contains 1% of American parts, it is regarded as an invention of the United States. The US subsidy for chips also deliberately suppresses TSMC. If the United States does not have Taiwan’s technology and Nvidia was founded by the Taiwanese, can the United States become a world hegemony??
    1
  11. The US has betrayed Taiwan twice, and Taiwan's existence is because of its effort. The US did not help much in helping Taiwan in the past; the US sold obsolete weapons at very high prices to exploit Taiwan.
    1
  12. If Taiwan does not have more advanced chip production technology, how can American companies outsource production? How could these American companies leak these secret production technologies to Taiwanese companies? Then ask the Taiwan company to produce. You are simply talking nonsense. Misleading. Chip production is a capital-intensive industry. What is the relationship with labor costs? Intel outsourced 3nm chips to TSMC precisely because Intel could not produce 3nm chips. American companies outsource to Taiwan because Taiwan's technology surpasses that of the United States, not because of its low cost but because TSMC's chips are the most advanced and expensive.
    1
  13. It is precisely because the United States failed to suppress Taiwan's technology in 2002 that EUV was successfully developed in Taiwan, and the era of AI came. In 2022, two Japanese companies, Nikon and Cannon, monopolized the world lithography machine market. At that time, ASML was a small company that survived on orders from TSMC. To seize the technology of lithography machines in the United States, Intel established the EUV LCC Alliance to develop lithography machines using the American dry method. Major manufacturers such as Motorola, AMD, and IBM were allowed to join the alliance, but TSMC was excluded from participating in the EUV LCC alliance. Subsequently, TSMC cooperated with ASML to use the immersion lithography technology developed by TSMC to conduct research and development at f12b, TSMC's R&D headquarters in Taiwan Hsinchu Science Park. At that time, there were two EUV research and development units in the world, but Intel's EUV LCC alliance failed in the end. TSMC spent 1 million wafer for tests in the F12b plant and finally successfully created EUV for manufacturing advanced chips. The United States did not invest a penny in the R&D stage of modern EUV, nor did any American engineers participate in the research and development. Now, the United States believes that EUV is an American technology and wants to bring advanced technology back to the United States. Immersion lithography technology is TSMC's technology, which has made a significant contribution to the global semiconductor industry and TSMC's advanced manufacturing process, and also allowed TSMC to jump six generations of technology after the 55nm node. For any invention in the world, as long as it contains 1% of American parts, it is regarded as an invention of the United States. The US subsidy for chips also deliberately suppresses TSMC. If the United States does not have Taiwanese technology and Nvidia founded by Taiwanese, can the United States still become a world hegemony?
    1