AMD and intel will definitely have their share of the market. TSMC is at max capacity and investing in other semiconductor companies will be an absolute power move. I've allocated $350k for lnvestment, looking for companies to make additions to boost performance
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Exciting times for semiconductor stocks TSMC, AMD and NVDA. which are all experiencing a surge in value. It's interesting to watch the competition develop, given these stocks are major contributors to Al chip growth. On the increase of my personal holdings, I've witnessed amazing impact on my shares.
AMD and intel will definitely have their share of the market. TSMC is at max capacity and investing in other semiconductor companies will be an absolute power move, Different chips are good at different things and Nvidia has been very specialised, which leaves other aspects of Al open.
certainly, i had bought NVDA shares at $300, $475 cheap b4 the 10 for 1 split and with huge interest I keep adding, i’m currently doings the same for PLTR, POET and AMD constructively. Best possible way to get ahead, is participating behind top experienced performers.
I agree, i own three business, right now I'm compiling and picking stocks that l'd love to hold on to for a few years before retirement, do you think these stocks would do better over the years?My goal is to have at least $2 million saved for retirement.
I’m widely spread out into ETFs and chip tech stocks, using an enlightened top tier would always attain more interest no matter what. props to Frost hilda, whom takes good care of my holdings giving me an edge to plus interest.
It and a video called 5 steps in making chips are great. (It covered the architecture and software aspects). I was reading two guys go at it online and these two companies popped up numerous times. It piqued my interest enough to look into it
All hype, seems like the same people on asianometry, trying hard to push the shares of those companies. EUVs are proving very problematic in reality and these companies are in trouble, look at their stock prices, the market does not lie.
This video did teach me a lot I never really was interested in silicone chips until this video randomly came up extremely well detailed and now I know how they are made and I would have never guessed just how hard it is to make high-quality chips and why the market doesn't have them
In the year 2004, each and every body in the world were facing difficulties to develop ITO patterns on glass substrate and on flexible substrates. But we did ITO lithography in such a manner inside yellow room in the presence of UV light that we did not find any defects in ITO patterning. But we took few months and after rigorous testing by Optical Microscope, TENCOR profilometer and Kelvin probe and X Ray Diffraction by AFM we realised the defects and also rectified . This work is Nobel Prize winning work.
@fortune bounty Are you just here to say stupid stuff or did you actually watch the video. TSMC in Taiwan is a manufacturer of chips. ASML is the only developer of chips. Without ASML machines at TSMC they would be nothing. If today ASML took their machines back it would reduce TSMC to making old chips. The same chips Intel makes. You could take away TSMC, but not ASML. There's only one ASML. You could replace TSMC in two years with enough capital. Exactly why the governments are building FABS all across Europe, China and the US.
@fortune bounty The 5nm chipmachines TSMC uses are from ASLM. Without those EUV lithography chip machines TSMC can't make 5nm chips. They can't even make 7nm chips without ASLM. Maybe you should do your homework and maybe watch this video again to refresh your mind.
Electrical engineer here, let me tell y’all what a chip actually is. It’s a wafer of silicon that’s been doped with either boron for p-type semiconductor or phosphorus for n-type semiconductor. Putting a P-type and N-type right next to each other creates a PN junction (Metallurgical junction) there’s some very interesting physics that goes on here but to cut it short it only conducts current in 1 direction. This device is known as a diode, 2 diodes together is a transistor. So they will layer these semiconductors in such a way to make npn or pnp transistors and etch them with lithography. A transistor can basically act as a switch or an amplifier and can be voltage controlled or current controlled depending on the type of transistor (either bjt or fet)
@@J_a_s_o_n Exactly! I know what he's talking about and I guarantee: it would take a very long comment to explain it all. I'll try, then, to explain what the hell are those 7nm, 5nm, and super ultra violet light is about. To make these chips we need to create transistors on it. We do this by mixing some material to one region and another material to another region. To do that we coat the silicon disk (waffer) with a plastic that get brittle when light hits it. We then wash the waffer and add the material we want. We repeat the process for how many different regions we need. The machine used is like a reverse video projector (or, if you're older, a reverse slide projector): it gets a huge image source and projects it on a tine square on the surface of the waffer. To do that we need some special lenses and projectors. There's another problem: we want to get more transistors on the same small square because that saves us waffers and also allows for chips that consume less electricity. The smallest line (thinnest) used started to get so thin it got smaller than the wavelength of visible light - and that means we can't do it with visible light. People started using ultra-violet and x-ray to do that but that is not so easy! You know how 5GHz wifi doesn't go as far as 2.4GHz? 5GHz has smaller wavelength than 2.4GHz and that causes 5GHz radio signals from wifi to interact more with walls and doors. The kinds of frequency needed to make a 7nm chip are so high the light interacts even with the glass used to make the mirrors! These machines, for those reasons, are so complicated people don't even want to try and develop their own. Even Japan's governement gave up on their attempt. Japan ruled this market in the past, btw - so they were not starting from zero. I hope I managed to explain a few things that are important to understand the video.
@@maxheadrom3088 silicon disk coated with plastic ? And on top of that new layers are added , but isn't plastic a non conductor ? so how would the electron move then ?
EUV = Extreme UltraViolet (a very high-frequency wavelength of light = smaller details). The EUV machine is basically a photo-printer using ultraviolet light. And instead of printing 1 (b/w) layer or 3-layers (red, blue, green) of image, they print up to ~100 layers. 7:00 They use traditional ideas from silk screen printing to print really, really tiny pictures onto silicon. Often they print onto a layer of metal or silicon, then in a developer step the non-printed areas are etched away, often by simple acids which avoid the EUV-exposed areas (the EUV strengthens a material you want to keep). Then a new layer of metal or silicon is added and the process repeats. Sometimes instead of just printing & removing metal, they print, remove metal, then send hot "doping materials" through the printed picture to change properties of the silicon wafer below, making it a "better semiconductor", then they etch away the rest of the metal, and repeat. Starting in the 1960's, companies were literally using photographic enlargers to print integrated-circuit chips, in 5-10 steps, and making chips & printing photographs was not terribly different.
Always love learning about the production and designing of semiconductors, especially considering how they're pushing the bounds of quantum physics with every new node.
Recessions are part of the economic cycle, all you can do is make sure you're prepared and plan accordingly. I graduated into a recession (2009). My 1st job after college was aerial acrobat on cruise ships. Today I'm a VP at a global company, own 3 rental properties, invest in stocks and biz, built my own business, and have my net worth increase by $500k in the last 4 years.
Let's face it... buying more stocks & index funds during stock market corrections and bear markets is scary. Which makes it really hard to do for most people like me. I have 260k i want to transfer into an s&s isa but its hard to bite the bullet and do it.
@@kimyoung8414 You need a Financial Advisor my friend so you don't get ripped off in the market. They provide personalized advice to individuals based on their risk appetite, placing them among the best of the best. There are bad ones, but some with good track records can be very good.
@@erichkraetz2622 I agree with you totally Rose, Yes they can be positively impactful to an individual's portfolio. I started with a trust Financial Adviser named "INGRID CECILIA RAAD". She is verifiable and her work ethic complies with the US Investment Act of 1940. Her approach is transparent, allowing full ownership and control of my portfolio with very reasonable fees relative to my portfolio earnings.
@@alexyoung3126 I know I've wanted to start investing for a few months, but just haven't had the courage to start because the market has been down for most of this year. Please how can I reckon with such skills and what are his services like?
@@stephaniestella213 She covers things like investing, insurance, making sure retirement is well funded and looking at ways to have a volatility buffer for investment risk, lots of things like that. You can take a look at her full name on the internet. She is renowned. So it shouldn't be difficult to find her official webpage.
This is an amazing video which explains a lot about the Semiconductor industry and how the major players are currently playing all their cards to stay afloat in this extremely sensitive and dynamic market. Good depth, Great Acumen and in short, a well-explained documentary that explains 20 yr worth of progress in the semiconductors. Great Job.
Intel's moves in opening up their facility to manufacture chips designed by their competitors in the chip design space is a move for them to stay relevant in this transition to smart phone dominant chios market and also serve as a backup busines in case they totally lose in the design segment
There are a lot of mistakes in these videos. Here are some. NASA rovers do not use "5 nm" chips. Space is very heritage focused and thus most ICs that fly in space are at least 20 nm parts, most are 250 nm or more. Processing power for space tends to lag about a decade behind commercial. There are no "5" or "3" or "7" nm features on these chips. The Intel naming scheme is more honest. These "nodes" are really about logic density increases. One "7 nm" part isn't the same as the others. Intel "10 nm" is closer first generation 7 nm TSMC/Samsung processes in terms of actual density. The "chip shortage" during the pandemic was across many sectors. Consumer products like XBOXes and GPUs for bitcoin mining used the more advanced nodes from TSMC. However automotive chip for things other than infotainment, and vision systems are generally 65 nm+ (when these nm number were actual gate lengths). With Micron's target reduction in memory the cyclical nature of the DRAM/FLASH business is showing the consumer market is no longer supply constrained. That actually means leading edge capacity is available. What is not available are things like digital isolators produced by companies like Texas Instruments, Analog Devices/Maxium. What is funny about the obsession of the financial reporting about chips is the crazy monolithic focus on digital processing. You need to build a radio for a phone. You need sensors, microphones, cameras. Without the interaction surface to the world which is analog you can do nothing interesting. That interface can be a keyboard or it can be a camera, but it is still not a "leading edge" chip. Don't have a leading edge CPU or GPU, your application runs a bit slower. Don't have a digital isolator you cannot make a car at all or a medical device. These things are the chip shortage that matters and the companies are over ordering having moved from just in time supply chains to inventory ones. Shortages for things like Neon from the war in Ukraine are important too. ASML didn't needed advanced chips to make their lithography tool they needed microcontroller and 20 nm FPGAs. Can Intel catch up in manufacturing? Yes. With the right people hired this can be done. The bigger problem for Intel is actually one of strategy they have really done poorly making choices of what to do outside of computer processors. With lots of half hearted efforts that are folded up and tossed. A pivot to primarily being a foundry that happens to have a successful processor business solves them needing to figure out the consumer and just needs to figure out physical science. They are actually good at that historically so they can get there. In the end the nodes are slowing and will stall out soon enough. Global Foundries didn't quit for no reason. What Intel is trying to do is get scale enough to complete with TSMC in volume. They are also trying to be more than a digital company by buying Tower I think...
Also when she spoke about water reuse at Intel, she mentioned Arizona but then spoke about the Ronler Acres sight, which we know is Oregon. Right message, wrong attribution.
I came across some statements from big investors expressing concerns that the stock market rally could be short-lived. My concern is my $600K stock portfolio is still recovering from a dip of almost 40%, how do I navigate these complex situations?
Proper research, good analysis and luck is what you need to make profit in this constant market decline. It's all about finding the right moment to take advantage of and generate colossal profit, which is why you need to do your research
A lot of folks downplay the role of advisors until being burned by their own emotions. Early last year after my lengthy divorce I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Monica Shawn Marti is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
The financial markets seem to be suffering more than the real economy from the prospect of further Fed tightening, I seriously need suggestions on how to diversify my $500k portfolio made up of volatile TSLA.
The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the stocks you focus on.
very true, about 50% of my portfolio profit was from TSLA, GME and NIO, my financial-advisor was able to get me in early on most of these stocks .I've been able to scale from $350K to $970K
@@PhilipMurray251 Having a coach is key to portfolio diversification, My advisor is "Corinne Cecilia Heaney" You can easily look her up, she has years of financial market experience.
Thank you for sharing your thoughtful content…for putting it out there with the passion that many of us need and strive for. I'm starting to listen to you almost every morning. Your voice and words are calming, clarifying, uplifting and motivating. It feels real and genuine. I am grateful to have your channel as a source for having a better relationship with myself and the world around me
Purchasing Bitcoin doesn't always assures winning, the ability to make profit off your capital is what makes you win.. Stop relying on the market price to make profit. Choose trading
@@stevegulick2463 I truly agree with you on that, I must say trading is the future and with the way Bitcoin is growing, it's really advisable for people to trade now.
@@Coolgiy67 Well, physics effects to the one who does not delve into its realm look like magic. And even when you do... there is something magical about harnessing the power of nature in such ways.
@@zet0korp I’m delved into it and it’s not magic. If I were to think it’s magic then how am I and other engineers going to come up with new technology.
“Any sufficiently advanced technology is indistinguishable from magic” -- Arthur C. Clarke. Making computer chips is in a way also the alchemists' goal -- to transform inexpensive abundant base material such as lead to valuable gold. Computer chips are made from mostly sand and are more valuable than gold by weight.
I am blown away at the progress made in Microlithography since advances we started at Perkin Elmer Corp's Microlithography Division in 1970. In those days we were happy with printing lines and spaces measured in THOUSANTHS OF AN INCH! When I retired from ASML 20 years ago, they have made big strides even since then. That is why I am a happy shareholder of ASML stocks. I am impressed with management and how Martin van den Brink in particular is open to all the variant in going forward in this comlex field.
You may not need a 7nm wavelength light to make a 7nm gate...you can use a convrntional 20nm light to make the left edge of the gate and then a conventional 20nm light to make the right edge of the same gate...its a matter of more lithographic steps to make a full 7nm gate...
You are real. I saw you lost one trade but didn't hide it. You continued with your good strategy and bounced back. Other people can't show us there loses. Thank you for being real, for showing us this best strategy and this is the reason am subscribing to your videos. You are the best
One successful business strategy of TSMC is that it only makes chips, and not designing them. So it is not a competitor of its customers, unlike Samsung.
@@tk9839 yes but also no. None of them would work without eachother. They are symbiotic, and competition would probably happen only at lower levels, like say amd vs nvidia, audi vs mercedes, lg vs sony etc. Right now prices are high not because of lack of competition, but lack of companies enabling tech makers to make their products. People are asking too much from the only guys who know how to make this stuff.
TSMC doesn't design more advanced chips not by choice , it is the hardest part of it , do you think it was possible TSMC to compete with Nvidia , AMD , T Instruments ,Intel , Samsung , Philips , Siemens and others in their especific area of technology ? The answer is no .
You have to get a financial-advisor/broker to aid you diversify your portfolios to include commodities, inflation-indexed bonds and stocks of companies with solid cash flows, as opposed to growth stocks where valuations were based on future potential earnings
@@sheliaswelttk2535 How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
Random correction, GPU's are used in *all* computers in some capacity. Anything that has a display has some form of GPU, it could be Intel Integrated Graphics or AMD with Vega graphics, or Nvidia. GPU stands for Graphical Processing Unit. They are actually less common in a server environment then they are in a consumer environment.
Amd did not reverse engineer the processor they built the processor for themselves,their software was their own not copied, however there was certain features of x86 processors that needed to be addressed before one could use an amd proccessor exactly the same as intel processors but at one time it was suggested that they build their own operating system as the hardware could run faster than intel, but intel had financial and educational backing that AMD & CYRIX didn’t have at that time.
Wrong , the name x86 I heard was copied from some Indian or German company . It was supposed to be x88. But that was taken by a Chinese company already . 😆
Nice overview. But there is no mention of the rest of players which are very instrumental to the entire eco system. For examples, SUMCO (bare wafers), AMAT, LAM, TEL, KLA, Packaging, Test Equipment, ...
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The first 32 bit *Intel* microprocessor @42:17, the Motorola 68000 was released in 1979, sure with an external 16 bit bus, but the full 32 bit 68020 came out in 1984.
The nice thing is that TSMC was grounded by Philips semiconductors (now NXP) with de government of Taiwan. Philps sold afterwards its part ( a little stupid, I believe), and also ASML was a little Philips, that were both spin offs of Philips.
Report missed the glaring threat from USA on Samsung/TSMC that unless they build new fabs in USA, USA would ban advanced semi equipment machines to them, not just lithography machines from ASML but also etching machines from Applied Material, Lam Research and metrology machines from KLA Tencor. In other words, USA bullied Samsung/TSMC to build fabs in USA.
It will be funny if the factories built in the USA do not work properly, as the USA hopes. Будет смешно если заводы построенные в США не заработают должным образом, как надеется США.
It doesn't matter anyway.. Taiwan is a US ally..TSMC customer is mostly from the US.. They're getting the subsidy from the US government..so it's a win2 situation for them..
There is another reason why TSMC only focuses on manufacturing: they are not competing with their customers. You don’t want your chip manufacturer also selling the cellphones, GPUs or computers that you’re going to make.
Agree we all know that euv is for chips alone, how about variaties of machines in manufacuring display, optical, and diff sensors. Such a lot of money.
I would suggest the vertical integration is most important due to supply chain situation and geopolitical challenges. So, yes that is why it makes sense for Intel to spend the money. However, the supply chain and workforce challenges are probably underestimated and the timeline to produce 5 nm or better chips will likely take a year or two longer than expected by Intel.
The board of directors and investors don't want to spend money. They want only to earn money. Big corporations are already driving suppliers to the ground by paying close to nothing.
ASML dominates the industry with this technology? No competitors? I would expect their stock performance to be much better than it has been. Am I missing something?
Their price is so expensive that only few mega corporations can afford it. If they had a monopoly on popular consumer devices instead, it would've been a different story.
@@brianravert1028 You are misunderstanding how stocks work. Stocks typically are a long term investment. And for the long term it is not clear what their position will be in chip making. Silicon is nearing end of life, cannot improve further as you reach the atom ( atom is 0.2 nm big). Only by switching materials you can improve, and what is the position of ASML going to be for that? Unsure. So investing in ASML is a bit risky. Just because you are dominating the industry now does not mean your company is highly profitable either. Think of the R&D costs required for high NA, how few machines they can sell to limited amount of customers in a year. Costs to make the machine. Limited growth potential due to high expertise work, geopolitical aspects like not being able to sell to china. All affect stocks.
Actually it would. China currently cant get the new ASML machines which would really help them become a top Tier player. The Machine is literally the thing holding them back to only as low 7nm chipsets.
@@zethloveless7238 Nope! Chip processing is way more complicated than just what one machine can do. It's not working as simple as you described. It involves a whole lot more sophisticated supply chain. For example, Japan is the one country dominating chemical supplies essential for chip processing. S. Korea was in a serious rift with Japan not long ago because Japan banned those critical chemicals from exporting to S. Korea. Also perhaps not many people know that why Samsung still can't surpass the dominance of TSMC on high-end chip manufacture even Samsung already started mass production of 3nm earlier than TSMC this year. Only insiders know that Samsung's 3nm production has high defective rates, said to be around only 30% of the produced chips usable. Samsung can't beat TSMC in terms of non-defective rates. That's why companies such as Apple, Nvidia , and even Intel outsourced the large chunks of business to TSMC which take up more than 90% of global market share in advanced chips.
@@censoredyoutube4902 EXACTLY RIGHT. Intel has a lot of indian engineers and ALL of ASML equipment. Today they have surrendered top tier production to TSMC. TSMC has a LOT of china researchers working for them.....
@@maximme I'm not sure about Chinese researchers working for TSMC though. TSMC is headquartered in Taiwan and very protective of their IP. So I don't think they will work with China on R&D. Lol
@@censoredyoutube4902 China researchers are all over the world. They are in Havard, Yale and MIT. if you look at STEM graduates each year, the overwhelming majority are from China.
Building fab in Arizona is problematic... They require a lot of water... The lawlessness in Arizona regarding water rights is going to dry up the ground water very soon
Lol states arent countries. They simpy take the water from Minessota or Montana its not that big of a deal 😂 They even import from canada which isnt that bad. The cost isnt that much different then tacking it from a arizona water source
If I learned anything it’s that I need to invest in AMSL stock. How come I didn’t hear about them 20 years ago. I suppose they still have another decade if not more as leader. Not sure who is making lithography machines. Seems they will be the leader for quite some time.
ASML isn’t a “chip” manufacturing company. ASML is the only company in the world that sells EUV machines and that’s what tsmc, intel, apple and amd use.
@@agentsmith1595 i know, but in the end they all depend on ASML, and because intel has their own factories also means they have to deal with way more stuff to upgrade their chips density.
@@toyotagaz I don’t see a problem with that, no other company has figured out how to build them like ASML and that keeps the company special. I don’t see ASML being a problem since they make breakthrough chips possible by innovation.
The most advanced process today can be used for secondary processes in the future. So by staying up to date you have the long term manufacturing capacity for both. Not an excuse to fall behind.
The most advanced tech capabilities do need high-end chips as small as 5nm. For example, cloud computing, super computing, high speed computing, and guided missile systems, etc.
ASML is a awesome company! It doesn't matter if you clean the toilets or build the chip machines. They take care of all their employees. A lot of companies should learn a lesson from them.
Interesting how much has changed since the video had been recorded. NVDA in the 900s, TSLA, ASML and APPL down even more. I am currently holding north of $300k in a savings account waiting to invest in another huge opportunity.. Where would you invest this as of now?
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
Thank you for sharing, I must say, Jennifer appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call
Hahaha... US is the designer... Taiwan is the manufacturer... China is the consumer of chips... And the world is the consumer of china products... Don't be idiot men...
IBM (and I think also Intel) demoed one atom transistors. A single atom. But ultimately, we will hit a limit. I think we are safe for at least a couple of decades.
@@shmookins There's a problem with that though, because a transistor isn't a single component, meaning they can't ever be the size of just a single atom. It seems more likely to me that you've seen pictures that were taken at a virtual single atom resolution a released by IBM some time back. But being able to "see" it doesn't mean you can produce at those limits.
The lack of EUV machines is lazily blamed for shortage of high density digital chips. But the chips around for 10 years (e.g ATXMega) use DUV and are equally in short supply.
When people talk about how America give up the chip factories to foreign countries and has no control over their chips. No one mentioned that America can still control those companies to allow / not allow which brands and countries they can or can not do business with. What a great "FREE MARKET".
@@VDMOOLN Talk to politicians and their supporters. I do not believe in "free Markets," but politicians always promote those ideas, and the audience believes it.
So if you are a designer or an inventor, you want to give your cutting-edge technologies to anybody and be willing to have no control over them. I guess not. You should put yourself in their shoes.
They don't have an absolute monopoly. ASML is critically dependent on several partners who provide the specialized parts for the machine. Carl Zeiss for example supplies the special multilayered mirrors to project the EUV onto the wafer, and is possibly the only optics manufacturer who is capable of the precision the ASML machine requires.
I worked for a company 20 years ago that made sub micron measurement devices... Sold only to US Government labs and US research universities. One day, these customers called to tell us, they could no long use our equipment because their parts had become "TOO SMALL" too small to be seen in a 1 micron field of view... That was 20 years ago.... You have no idea where they are today.
Its crazy to think that one of the most critical pieces of tech to the modern era there is only one company produces these EUV machines. Now not that I don't trust or even like the Netherlands (Amsterdam is one the best cities I have ever been to in my life), but I am a firm believer in diverse supply chains, and only having one company in the world producing this just feels... sketchy at best
But they do not have a monopoly on chips. Just this kind of chip. Because they bet and invested in this technology. It’s up to the other makers, Nikon, Intel to do the same for the next technology.
@@TheBooban They don't make chips. They make the equipment used to produce the most advanced chips. It's not surprising they are one of the few players in the space since as pointed out there are really only 3 companies that can afford or buy such equipment.
@@TheBooban nope only asml have the know how to make euv sadly. no companies are claiming to be working on euv. so, asml is truly having a monopoly on euv
@@enadegheeghaghe6369 There is a lot stopping it actually. Patents, IP, the HUGE investments required, etc. VERY high barriers to entry for a limited market.
Good documentary, but at least 10 years late. We'd be adding AMD's gloflo as well if not for the work Intel did in the 90's to derail AMD. Wasn't nearly the amount of attention it needed or deserved. With things heating up in Taiwan it's become evident that the US is late to the party they started.
Yes indeed, and this explains one of the main reasons why the next war will be over Taiwan. It is not just politics, but because of their technology too.
The thing everybody missed out of why would TSMC help Intel to build capabilities to compete with itself in the future? All these will NOT come to pass
The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks, Gold, silver and digital currencies.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
@@LarsBergstrom-uh2eu Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.
@@IrenaDolinsek She really seem to know her stuff. I found her online-page, read through her resume, educational background, qualifications and it was really impressive. She is a fiduciary who will act in my best interest. So, I booked a session with her.
Building a fab in the US won’t solve any problem. The key to TSMC’s success is not where to make the chips, but who makes the chips. That’s the reason why TSMC is so reluctant to build fabs in the US, and when the time Arizona fab comes into production, 5nm will certainly fall behind. In short, making chips is not profitable in the US, because hardware engineers there are more expensive and less experienced.
Awesome technology ideas for the future of the new high tech world. We need to train our citizens in managing, advancing, and protecting our chip manufacturing technology 😊
@@Phreaqin But it probably doesn't cost 7k plus per hour of operation either. Also Intel has been making 10nm chips since 2018 and they make over 30 billion a year so the total cost of this machine is less than 1% on their balance sheet and it's a tax write off for multiple years.
@@GamerbyDesign Because the building and supporting equipment around these 300 million dollar machines cost 20+ billion dollars. You can look it up, just one fabrication plant in 2018 cost TSMC 17 billion dollars to build. Also a fab never has just one machine, they have multiple. The revenue of these machines also decrease with time. It takes a significant amount of highly trained engineers and technicians to run one plant and one wafer takes weeks of processing to finish. Not to mention the energy and raw materials it takes to create one wafer.
@@sgtkurry and what is the cost of airports and surrounding infrastructure? If they are complaining about the price to be in the business they are in then they need to go out of business.
@@GamerbyDesign On average they are half the cost of fab plants. The most expensive luxurious ones cost 20 billion, which are comparable in total cost but in per sq. ft cost there is no comparison the chip fabs are more expensive. Every business complains about cost, airlines complain about fuel and labor costs while getting massive subsidies from the government because it is important to infrastructure and national security. Airlines typically lease their jets and terminals and don't usually have the same capital expenditure as Chip companies. In fact TSMC spends 20-30 billion per year vs 1 billion in American Airlines or 3 billion for United. Jets also have a longer service life than these machines whos revenue decreases significantly over time because its no longer the latest and greatest.
@@thekaiser4333 Chinese customers are the biggest consumer of chips. They will also soon be the biggest maker of chips. They can produce chips at the 7nM node so smaller feature sizes are near. However 95% of chip demand uses feature sizes of 28nM or larger. Military or space applications do not use the small feature sizes due to lower reliability due to greater susceptibility to hard errors caused by gamma rays, cosmic rays, etc..
@@bobsmith3983True for most statements but bit flips due single event upset (SEU) events due to radation decreases at smaller geometries. Also, system level mitigation on bit errors, solves most problems. Reliability due to leakage current is a bigger concern at smaller channel lengths.
It’s probably that if Chiang stayed in USA there would probably never be a US version of TSMC. Not saying anything bad about USA just that results offer change if one important variable changes sort of like butterfly effect.
AMD and intel will definitely have their share of the market. TSMC is at max capacity and investing in other semiconductor companies will be an absolute power move. I've allocated $350k for lnvestment, looking for companies to make additions to boost performance
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
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Exciting times for semiconductor stocks TSMC, AMD and NVDA. which are all experiencing a surge in value. It's interesting to watch the competition develop, given these stocks are major contributors to Al chip growth. On the increase of my personal holdings, I've witnessed amazing impact on my shares.
AMD and intel will definitely have their share of the market. TSMC is at max capacity and investing in other semiconductor companies will be an absolute power move, Different chips are good at different things and Nvidia has been very specialised, which leaves other aspects of Al open.
certainly, i had bought NVDA shares at $300, $475 cheap b4 the 10 for 1 split and with huge interest I keep adding, i’m currently doings the same for PLTR, POET and AMD constructively. Best possible way to get ahead, is participating behind top experienced performers.
I agree, i own three business, right now I'm compiling and picking stocks that l'd love to hold on to for a few years before retirement, do you think these stocks would do better over the years?My goal is to have at least $2 million saved for retirement.
Amazingly, people are starting to get the uniqueness of Palantir.
I’m widely spread out into ETFs and chip tech stocks, using an enlightened top tier would always attain more interest no matter what. props to Frost hilda, whom takes good care of my holdings giving me an edge to plus interest.
This is by far the most in depth and detailed video I've seen on this topic ever, CNBC really really really did an amazing video here
Its good, but check out asionometry.
@@nolanwhite1971 link?
It and a video called 5 steps in making chips are great. (It covered the architecture and software aspects).
I was reading two guys go at it online and these two companies popped up numerous times. It piqued my interest enough to look into it
All hype, seems like the same people on asianometry, trying hard to push the shares of those companies.
EUVs are proving very problematic in reality and these companies are in trouble, look at their stock prices, the market does not lie.
This video did teach me a lot I never really was interested in silicone chips until this video randomly came up extremely well detailed and now I know how they are made and I would have never guessed just how hard it is to make high-quality chips and why the market doesn't have them
This was much needed documentary regarding most important tech and companies that enabled this modern world.
In the year 2004, each and every body in the world were facing difficulties to develop ITO patterns on glass substrate and on flexible substrates. But we did ITO lithography in such a manner inside yellow room in the presence of UV light that we did not find any defects in ITO patterning. But we took few months and after rigorous testing by Optical Microscope, TENCOR profilometer and Kelvin probe and X Ray Diffraction by AFM we realised the defects and also rectified . This work is Nobel Prize winning work.
I'm Dutch and I had no idea of the size and specialty of ASML, truly impressive!
Same man
Do you know Bluetooth and WI-FI is also invented in the Netherlands? Every phone or computer in the world is made possible by Dutch technology.
All hail Dutch specialists! Long live Dutch inventors! May they & their descendants live in Peace & Prosperity for Ten Thousand years! 🙏
@fortune bounty Are you just here to say stupid stuff or did you actually watch the video. TSMC in Taiwan is a manufacturer of chips. ASML is the only developer of chips. Without ASML machines at TSMC they would be nothing. If today ASML took their machines back it would reduce TSMC to making old chips. The same chips Intel makes.
You could take away TSMC, but not ASML. There's only one ASML. You could replace TSMC in two years with enough capital. Exactly why the governments are building FABS all across Europe, China and the US.
@fortune bounty The 5nm chipmachines TSMC uses are from ASLM. Without those EUV lithography chip machines TSMC can't make 5nm chips. They can't even make 7nm chips without ASLM. Maybe you should do your homework and maybe watch this video again to refresh your mind.
Electrical engineer here, let me tell y’all what a chip actually is. It’s a wafer of silicon that’s been doped with either boron for p-type semiconductor or phosphorus for n-type semiconductor. Putting a P-type and N-type right next to each other creates a PN junction (Metallurgical junction) there’s some very interesting physics that goes on here but to cut it short it only conducts current in 1 direction. This device is known as a diode, 2 diodes together is a transistor. So they will layer these semiconductors in such a way to make npn or pnp transistors and etch them with lithography. A transistor can basically act as a switch or an amplifier and can be voltage controlled or current controlled depending on the type of transistor (either bjt or fet)
What?
@@J_a_s_o_n Exactly! I know what he's talking about and I guarantee: it would take a very long comment to explain it all. I'll try, then, to explain what the hell are those 7nm, 5nm, and super ultra violet light is about.
To make these chips we need to create transistors on it. We do this by mixing some material to one region and another material to another region. To do that we coat the silicon disk (waffer) with a plastic that get brittle when light hits it. We then wash the waffer and add the material we want. We repeat the process for how many different regions we need.
The machine used is like a reverse video projector (or, if you're older, a reverse slide projector): it gets a huge image source and projects it on a tine square on the surface of the waffer. To do that we need some special lenses and projectors. There's another problem: we want to get more transistors on the same small square because that saves us waffers and also allows for chips that consume less electricity. The smallest line (thinnest) used started to get so thin it got smaller than the wavelength of visible light - and that means we can't do it with visible light. People started using ultra-violet and x-ray to do that but that is not so easy!
You know how 5GHz wifi doesn't go as far as 2.4GHz? 5GHz has smaller wavelength than 2.4GHz and that causes 5GHz radio signals from wifi to interact more with walls and doors. The kinds of frequency needed to make a 7nm chip are so high the light interacts even with the glass used to make the mirrors! These machines, for those reasons, are so complicated people don't even want to try and develop their own. Even Japan's governement gave up on their attempt. Japan ruled this market in the past, btw - so they were not starting from zero.
I hope I managed to explain a few things that are important to understand the video.
If People watch This program then might just understand the subjekt and what a chip is.. Just sayin
@@maxheadrom3088 silicon disk coated with plastic ? And on top of that new layers are added , but isn't plastic a non conductor ? so how would the electron move then ?
"so they will layer this semiconductor to make a pnp or npn transistor and etch them with lithography "
Why do we need lithography after that ??
this is incredible documentary , well done CNBC
Excellent production, Katie. Very interesting and informative. Good interviews and compilations.
EUV = Extreme UltraViolet (a very high-frequency wavelength of light = smaller details).
The EUV machine is basically a photo-printer using ultraviolet light.
And instead of printing 1 (b/w) layer or 3-layers (red, blue, green) of image, they print up to ~100 layers.
7:00 They use traditional ideas from silk screen printing to print really, really tiny pictures onto silicon.
Often they print onto a layer of metal or silicon, then in a developer step the non-printed areas are etched away, often by simple acids which avoid the EUV-exposed areas (the EUV strengthens a material you want to keep). Then a new layer of metal or silicon is added and the process repeats. Sometimes instead of just printing & removing metal, they print, remove metal, then send hot "doping materials" through the printed picture to change properties of the silicon wafer below, making it a "better semiconductor", then they etch away the rest of the metal, and repeat. Starting in the 1960's, companies were literally using photographic enlargers to print integrated-circuit chips, in 5-10 steps, and making chips & printing photographs was not terribly different.
Por isso a Canon, a Nikon, e a fujisto foram algumas pioneiras no processo, nós é mesmo?
This is an excellent documentary . Very informative . Great work CNBC.
Always love learning about the production and designing of semiconductors, especially considering how they're pushing the bounds of quantum physics with every new node.
q
A Filipino inventor name Dado Banatao is one of pioneer inventorvin Silicon Valley..he sold his invention to Intel...
they are not pushing the bounds of quantum physics , they being limited by quantum tunneling.
Recessions are part of the economic cycle, all you can do is make sure you're prepared and plan accordingly. I graduated into a recession (2009). My 1st job after college was aerial acrobat on cruise ships. Today I'm a VP at a global company, own 3 rental properties, invest in stocks and biz, built my own business, and have my net worth increase by $500k in the last 4 years.
Let's face it... buying more stocks & index funds during stock market corrections and bear markets is scary. Which makes it really hard to do for most people like me. I have 260k i want to transfer into an s&s isa but its hard to bite the bullet and do it.
@@kimyoung8414 You need a Financial Advisor my friend so you don't get ripped off in the market. They provide personalized advice to individuals based on their risk appetite, placing them among the best of the best. There are bad ones, but some with good track records can be very good.
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This is an amazing video which explains a lot about the Semiconductor industry and how the major players are currently playing all their cards to stay afloat in this extremely sensitive and dynamic market. Good depth, Great Acumen and in short, a well-explained documentary that explains 20 yr worth of progress in the semiconductors.
Great Job.
Intel's moves in opening up their facility to manufacture chips designed by their competitors in the chip design space is a move for them to stay relevant in this transition to smart phone dominant chios market and also serve as a backup busines in case they totally lose in the design segment
@mas-udal-hassan9277Yet you are speaking English the global language 😂
This is a very informative video, I was looking for a detailed video of this topic, great work CNBC
Lu Hmmmmm k
M m mmm
It is very interesting
There are a lot of mistakes in these videos. Here are some.
NASA rovers do not use "5 nm" chips. Space is very heritage focused and thus most ICs that fly in space are at least 20 nm parts, most are 250 nm or more. Processing power for space tends to lag about a decade behind commercial.
There are no "5" or "3" or "7" nm features on these chips. The Intel naming scheme is more honest. These "nodes" are really about logic density increases. One "7 nm" part isn't the same as the others. Intel "10 nm" is closer first generation 7 nm TSMC/Samsung processes in terms of actual density.
The "chip shortage" during the pandemic was across many sectors. Consumer products like XBOXes and GPUs for bitcoin mining used the more advanced nodes from TSMC. However automotive chip for things other than infotainment, and vision systems are generally 65 nm+ (when these nm number were actual gate lengths). With Micron's target reduction in memory the cyclical nature of the DRAM/FLASH business is showing the consumer market is no longer supply constrained. That actually means leading edge capacity is available. What is not available are things like digital isolators produced by companies like Texas Instruments, Analog Devices/Maxium.
What is funny about the obsession of the financial reporting about chips is the crazy monolithic focus on digital processing. You need to build a radio for a phone. You need sensors, microphones, cameras. Without the interaction surface to the world which is analog you can do nothing interesting. That interface can be a keyboard or it can be a camera, but it is still not a "leading edge" chip.
Don't have a leading edge CPU or GPU, your application runs a bit slower. Don't have a digital isolator you cannot make a car at all or a medical device. These things are the chip shortage that matters and the companies are over ordering having moved from just in time supply chains to inventory ones.
Shortages for things like Neon from the war in Ukraine are important too. ASML didn't needed advanced chips to make their lithography tool they needed microcontroller and 20 nm FPGAs.
Can Intel catch up in manufacturing? Yes. With the right people hired this can be done. The bigger problem for Intel is actually one of strategy they have really done poorly making choices of what to do outside of computer processors. With lots of half hearted efforts that are folded up and tossed. A pivot to primarily being a foundry that happens to have a successful processor business solves them needing to figure out the consumer and just needs to figure out physical science. They are actually good at that historically so they can get there. In the end the nodes are slowing and will stall out soon enough. Global Foundries didn't quit for no reason. What Intel is trying to do is get scale enough to complete with TSMC in volume. They are also trying to be more than a digital company by buying Tower I think...
This should be upvoted more..
Rolled down to say much of this but you saved me the work.
Won’t say I understood everything since I’m a materials guy than an electrical guy but yeah working in the industry, this was a good read. Thanks!
Also when she spoke about water reuse at Intel, she mentioned Arizona but then spoke about the Ronler Acres sight, which we know is Oregon. Right message, wrong attribution.
exactly brian.
I came across some statements from big investors expressing concerns that the stock market rally could be short-lived. My concern is my $600K stock portfolio is still recovering from a dip of almost 40%, how do I navigate these complex situations?
Proper research, good analysis and luck is what you need to make profit in this constant market decline. It's all about finding the right moment to take advantage of and generate colossal profit, which is why you need to do your research
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@CNBC; 9:59 "PSI" 29:23 "cubic yards, gallons" 36:05 "acre" please include metric unit measurements in your video.
The financial markets seem to be suffering more than the real economy from the prospect of further Fed tightening, I seriously need suggestions on how to diversify my $500k portfolio made up of volatile TSLA.
The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the stocks you focus on.
very true, about 50% of my portfolio profit was from TSLA, GME and NIO, my financial-advisor was able to get me in early on most of these stocks .I've been able to scale from $350K to $970K
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chips are literally magic like and we take it for granted because of how available they are
Not magic, physics. Look up a yt video on “pn junction” this is the physics of how all this works
@@Coolgiy67 Well, physics effects to the one who does not delve into its realm look like magic. And even when you do... there is something magical about harnessing the power of nature in such ways.
@@zet0korp I’m delved into it and it’s not magic. If I were to think it’s magic then how am I and other engineers going to come up with new technology.
@@Coolgiy67 its incredibly complex to the point of appearing like magic... engineers aren't known for their intuitive people skills, i wonder why hmm
“Any sufficiently advanced technology is indistinguishable from magic” -- Arthur C. Clarke.
Making computer chips is in a way also the alchemists' goal -- to transform inexpensive abundant base material such as lead to valuable gold. Computer chips are made from mostly sand and are more valuable than gold by weight.
I am blown away at the progress made in Microlithography since advances we started at Perkin Elmer Corp's Microlithography Division in 1970. In those days we were happy with printing lines and spaces measured in THOUSANTHS OF AN INCH! When I retired from ASML 20 years ago, they have made big strides even since then. That is why I am a happy shareholder of ASML stocks. I am impressed with management and how Martin van den Brink in particular is open to all the variant in going forward in this comlex field.
EINDHOVEN!!! OMG, that's near where my family is from. So proud of this company.
Insanely detailed, kudos to the everyone work on this video
Blessed with a 50 minute doc
A very important one at that
You mean 3 videos that they already had put into 1 video.
Good content though
You may not need a 7nm wavelength light to make a 7nm gate...you can use a convrntional 20nm light to make the left edge of the gate and then a conventional 20nm light to make the right edge of the same gate...its a matter of more lithographic steps to make a full 7nm gate...
This is not just a chip printer this is a masterpiece
You have no idea.....
I work in a cleanroom in Eindhoven that works almost exclusively for ASML.....
It's bonkers extremely bonkers....
😔
A masterpiece you say? It's all set up for the beast system, to enslave humanity
I work in tech. Most of these media reports including this one are full of exaggeration. It sounds and looks nice, but reality is very different.
@@lktruong This man doesn't work in tech xD
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I can't even imagine how people can build the machine.
is aliens brah
One successful business strategy of TSMC is that it only makes chips, and not designing them. So it is not a competitor of its customers, unlike Samsung.
But competition is needed to keep prices reasonable and innovation moving forward, obviously...
@@tk9839 yes but also no. None of them would work without eachother. They are symbiotic, and competition would probably happen only at lower levels, like say amd vs nvidia, audi vs mercedes, lg vs sony etc.
Right now prices are high not because of lack of competition, but lack of companies enabling tech makers to make their products. People are asking too much from the only guys who know how to make this stuff.
TSMC doesn't design more advanced chips not by choice , it is the hardest part of it , do you think it was possible TSMC to compete with Nvidia , AMD , T Instruments ,Intel , Samsung , Philips , Siemens and others in their especific area of technology ? The answer is no .
@@carlosoliveira7727 This decision was made prior to 1990. How was Samsung's "advanced chip design" back then if any?
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Random correction, GPU's are used in *all* computers in some capacity. Anything that has a display has some form of GPU, it could be Intel Integrated Graphics or AMD with Vega graphics, or Nvidia. GPU stands for Graphical Processing Unit. They are actually less common in a server environment then they are in a consumer environment.
Seemingly dumb question, but why Is the Wafer like at 22:31 that the semiconductor chips are made on is a round Wafer?
Amd did not reverse engineer the processor they built the processor for themselves,their software was their own not copied, however there was certain features of x86 processors that needed to be addressed before one could use an amd proccessor exactly the same as intel processors but at one time it was suggested that they build their own operating system as the hardware could run faster than intel, but intel had financial and educational backing that AMD & CYRIX didn’t have at that time.
Wrong , the name x86 I heard was copied from some Indian or German company . It was supposed to be x88. But that was taken by a Chinese company already . 😆
They did, their's early processors were reversed engineered copy of Intel's, they even got sued but later shared their IPs.
@@ScoobieDoo-zy1rh nonsense
@@Anonymous-qb4vc truth
@@ScoobieDoo-zy1rh why do u mean source
Nice overview. But there is no mention of the rest of players which are very instrumental to the entire eco system. For examples, SUMCO (bare wafers), AMAT, LAM, TEL, KLA, Packaging, Test Equipment, ...
Asianometry channel has a lot of interesting content on this subject. Especially the relationship between Zeiss, ASML & TSMC
Zeiss lays the foundation on our modern tech - period.
It was fun and enlightening to watch this, thank you for this nice production
The brilliant people who make the tools to make the components of the widgets we buy are my heroes!
The world mainly thanks for ASML's technology, and Taiwanese highly experienced hard workers of TSMC!
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very Insightful points and explanations....thank you so much CNBC for indepth analysis...
made my notes too for all the 3 companies....
The first 32 bit *Intel* microprocessor @42:17, the Motorola 68000 was released in 1979, sure with an external 16 bit bus, but the full 32 bit 68020 came out in 1984.
Thanks for creating these fascinating videos and sharing them on RUclips.
The nice thing is that TSMC was grounded by Philips semiconductors (now NXP) with de government of Taiwan. Philps sold afterwards its part ( a little stupid, I believe), and also ASML was a little Philips, that were both spin offs of Philips.
If Philips had kept its stake, it would be more valuable than it is.
Just curious to know, are these chips also known as semiconductors?
7:29 a transitor is made of semiconductor material and billions of them are on a chip.
Yes
Semiconductors are like "gates/switches" they will conduct electricity or not depending on certain conditions.
*Why I had the teeling that they were not going to talk about it is the Taiwanese inventor who sold ASML the patented EUV technology*
Report missed the glaring threat from USA on Samsung/TSMC that unless they build new fabs in USA, USA would ban advanced semi equipment machines to them, not just lithography machines from ASML but also etching machines from Applied Material, Lam Research and metrology machines from KLA Tencor. In other words, USA bullied Samsung/TSMC to build fabs in USA.
It will be funny if the factories built in the USA do not work properly, as the USA hopes.
Будет смешно если заводы построенные в США не заработают должным образом, как надеется США.
China is going to put everyone out if business.
Stop the lies. They are building due to to CHIPS act, which provides incentives
It doesn't matter anyway.. Taiwan is a US ally..TSMC customer is mostly from the US.. They're getting the subsidy from the US government..so it's a win2 situation for them..
hat off to the video editor and graphic designer making this video. so so amazing and in dept
Taiwan 🇹🇼 is an amazing country!
TSMC was grounded by Philips and the Taiwan government.
What a J😊KE .
There is another reason why TSMC only focuses on manufacturing: they are not competing with their customers. You don’t want your chip manufacturer also selling the cellphones, GPUs or computers that you’re going to make.
I don't understand . Can you elaborate?
@@Valour-qh9ie它恪守供应链内自己应该扮演的角色，只赚一小部分利润，如果把半导体产业链看成一家公司那么台积电就是这家公司的首席技术工程师他的技术能力永远不会干扰到管理层的决策，但是如果他也想成为公司管理层必然就会争夺管理权
Agree we all know that euv is for chips alone, how about variaties of machines in manufacuring display, optical, and diff sensors. Such a lot of money.
I would suggest the vertical integration is most important due to supply chain situation and geopolitical challenges. So, yes that is why it makes sense for Intel to spend the money. However, the supply chain and workforce challenges are probably underestimated and the timeline to produce 5 nm or better chips will likely take a year or two longer than expected by Intel.
The board of directors and investors don't want to spend money. They want only to earn money. Big corporations are already driving suppliers to the ground by paying close to nothing.
Africa can make the most. South America and Africa can be imported. They will make their own Tec.
@@deniseproxima2601maybe in 30 years
So do they vacuum deposit on the wafer ans then uv etch the layers.
ПРОСТО ДИЧЬ!!! Не видел еще таких заносов) ты конечно счастливчик чувак)
It's misleading to believe EUV is part of the reason that causes chip shortages.
What do you expect from a propaganda network?
ASML dominates the industry with this technology? No competitors? I would expect their stock performance to be much better than it has been. Am I missing something?
Their price is so expensive that only few mega corporations can afford it. If they had a monopoly on popular consumer devices instead, it would've been a different story.
Yes, yes and, yes you are.
they can't keep up with demand aswell
@@slypear
Well, what am I missing, RF? :)
@@brianravert1028
You are misunderstanding how stocks work. Stocks typically are a long term investment. And for the long term it is not clear what their position will be in chip making.
Silicon is nearing end of life, cannot improve further as you reach the atom ( atom is 0.2 nm big). Only by switching materials you can improve, and what is the position of ASML going to be for that? Unsure. So investing in ASML is a bit risky.
Just because you are dominating the industry now does not mean your company is highly profitable either.
Think of the R&D costs required for high NA, how few machines they can sell to limited amount of customers in a year. Costs to make the machine.
Limited growth potential due to high expertise work, geopolitical aspects like not being able to sell to china.
All affect stocks.
Taiwan Namba Wan👍🇹🇼❤️
The author of chip war is so young that I can’t believe he has written such a masterpeice
TSMC: We make the world’s most advanced chip.
Frito Lay: Hold my beer.
Frito lay: Hold by chip
YOU must be dreaming
if you think merely buying the machines,
you will be a top tier player.....
Actually it would. China currently cant get the new ASML machines which would really help them become a top
Tier player. The
Machine is literally the thing holding them back to only as low 7nm chipsets.
@@zethloveless7238 Nope! Chip processing is way more complicated than just what one machine can do. It's not working as simple as you described. It involves a whole lot more sophisticated supply chain. For example, Japan is the one country dominating chemical supplies essential for chip processing. S. Korea was in a serious rift with Japan not long ago because Japan banned those critical chemicals from exporting to S. Korea. Also perhaps not many people know that why Samsung still can't surpass the dominance of TSMC on high-end chip manufacture even Samsung already started mass production of 3nm earlier than TSMC this year. Only insiders know that Samsung's 3nm production has high defective rates, said to be around only 30% of the produced chips usable. Samsung can't beat TSMC in terms of non-defective rates. That's why companies such as Apple, Nvidia , and even Intel outsourced the large chunks of business to TSMC which take up more than 90% of global market share in advanced chips.
@@censoredyoutube4902 EXACTLY RIGHT.
Intel has a lot of indian engineers
and
ALL of ASML equipment.
Today they have surrendered top tier production to TSMC.
TSMC has a LOT of china researchers working for them.....
@@maximme I'm not sure about Chinese researchers working for TSMC though. TSMC is headquartered in Taiwan and very protective of their IP. So I don't think they will work with China on R&D. Lol
@@censoredyoutube4902 China researchers are all over the world.
They are in Havard, Yale and MIT.
if you look at STEM graduates each year, the overwhelming majority are from China.
Building fab in Arizona is problematic... They require a lot of water... The lawlessness in Arizona regarding water rights is going to dry up the ground water very soon
Lol states arent countries. They simpy take the water from Minessota or Montana its not that big of a deal 😂
They even import from canada which isnt that bad. The cost isnt that much different then tacking it from a arizona water source
This si the Journalism thats needed!! Thank you!
e- labour are actually transporting the data files into the computer memory cells otherwise?
If I learned anything it’s that I need to invest in AMSL stock. How come I didn’t hear about them 20 years ago. I suppose they still have another decade if not more as leader. Not sure who is making lithography machines. Seems they will be the leader for quite some time.
ASML isn’t a “chip” manufacturing company.
ASML is the only company in the world that sells EUV machines and that’s what tsmc, intel, apple and amd use.
Apple and AMD are chip designers, not manufactures.
@@agentsmith1595 i know, but in the end they all depend on ASML, and because intel has their own factories also means they have to deal with way more stuff to upgrade their chips density.
And this is the problem
ASML has a monopoly
We need more companies and countries building high tech lithography machines
@@toyotagaz don’t forget other fab equipment company like Lam Research
@@toyotagaz I don’t see a problem with that, no other company has figured out how to build them like ASML and that keeps the company special. I don’t see ASML being a problem since they make breakthrough chips possible by innovation.
Chipping in when the chips are down.
big shout-out to the crew, wonderful video!!!
謝謝李老師深入淺出的講解!
Is this a "re-fry" video from 6 months ago, right? 🤔
Luisito Yes it is Qué Triste 1
This is the expanded uncensored director's cut, lol
"TSMC is not a household name" errr since when? TSMC has been at the center of this conversation for YEARS
The average American doesn’t know of TSMC, compared to companies like Intel, Nvida, and Samsung.
I believe that is what they ment.
@@Nedumgottil Odd, Its hard to not know them in the ARM world. Americans not know what their cellphones use?
Dumb uneducated people don't know - you know them as lay people
Not every type of electronics need the most advanced and smallest process.
It does if it's going to listen to your thoughts. (Places tinfoil hat on head) 😆
The most interesting tech does.
The most advanced process today can be used for secondary processes in the future. So by staying up to date you have the long term manufacturing capacity for both. Not an excuse to fall behind.
The most advanced tech capabilities do need high-end chips as small as 5nm. For example, cloud computing, super computing, high speed computing, and guided missile systems, etc.
Yes my toaster is not self driving. At least not yet.
Thank you so muich!!!! Thank you so so so so much for this information. It was need the most!!! Thank you CNBC for this most valuable information.
ASML is a awesome company! It doesn't matter if you clean the toilets or build the chip machines. They take care of all their employees. A lot of companies should learn a lesson from them.
Interesting how much has changed since the video had been recorded. NVDA in the 900s, TSLA, ASML and APPL down even more. I am currently holding north of $300k in a savings account waiting to invest in another huge opportunity.. Where would you invest this as of now?
Invest in real estate, ETFs and high-yield savings account.
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
this is all new to me, where do I find a fiduciary, can you recommend any?
"Jennifer Leigh Hickman" is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment
Thank you for sharing, I must say, Jennifer appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call
US to Taiwan: "I'm your friend, give me you chip factory".
China : Hold Ma Tsingtao Beer, TAIWAN🐼
Taiwan NO.1, China NO.99
Hahaha... US is the designer... Taiwan is the manufacturer... China is the consumer of chips... And the world is the consumer of china products... Don't be idiot men...
Detailed and understandable, thank you so much.
By far the best strategy I’ve tried. This one is killing it for me
It's gonna be interesting to see what can be done with less than 1 nm with GAA and nanosheet tech
Less than 1nm opens you i up to a world of quantum level hurt.
Maybe if you ask electrons kindly enough to not quantum tunnel through the gates?
IBM (and I think also Intel) demoed one atom transistors. A single atom.
But ultimately, we will hit a limit. I think we are safe for at least a couple of decades.
@@shmookins There's a problem with that though, because a transistor isn't a single component, meaning they can't ever be the size of just a single atom.
It seems more likely to me that you've seen pictures that were taken at a virtual single atom resolution a released by IBM some time back. But being able to "see" it doesn't mean you can produce at those limits.
@@therealdutchidiot even aristotle could tell atoms aren't "a single component" come on now
The lack of EUV machines is lazily blamed for shortage of high density digital chips. But the chips around for 10 years (e.g ATXMega) use DUV and are equally in short supply.
When people talk about how America give up the chip factories to foreign countries and has no control over their chips. No one mentioned that America can still control those companies to allow / not allow which brands and countries they can or can not do business with. What a great "FREE MARKET".
Free market never existed. Very naive to think it did
@@VDMOOLN Talk to politicians and their supporters. I do not believe in "free Markets," but politicians always promote those ideas, and the audience believes it.
So if you are a designer or an inventor, you want to give your cutting-edge technologies to anybody and be willing to have no control over them. I guess not. You should put yourself in their shoes.
Very nice video on this Chip topic, thank you very much for sharing this CNBC
Твои видосы всегда в цвет) спасибо что стараешься для нас) лайк!
They don't have an absolute monopoly. ASML is critically dependent on several partners who provide the specialized parts for the machine. Carl Zeiss for example supplies the special multilayered mirrors to project the EUV onto the wafer, and is possibly the only optics manufacturer who is capable of the precision the ASML machine requires.
I worked for a company 20 years ago that made sub micron measurement devices... Sold only to US Government labs and US research universities. One day, these customers called to tell us, they could no long use our equipment because their parts had become "TOO SMALL" too small to be seen in a 1 micron field of view... That was 20 years ago.... You have no idea where they are today.
Wtf? Explain more
Its crazy to think that one of the most critical pieces of tech to the modern era there is only one company produces these EUV machines. Now not that I don't trust or even like the Netherlands (Amsterdam is one the best cities I have ever been to in my life), but I am a firm believer in diverse supply chains, and only having one company in the world producing this just feels... sketchy at best
But they do not have a monopoly on chips. Just this kind of chip. Because they bet and invested in this technology. It’s up to the other makers, Nikon, Intel to do the same for the next technology.
@@TheBooban They don't make chips. They make the equipment used to produce the most advanced chips. It's not surprising they are one of the few players in the space since as pointed out there are really only 3 companies that can afford or buy such equipment.
@@TheBooban nope only asml have the know how to make euv sadly. no companies are claiming to be working on euv. so, asml is truly having a monopoly on euv
No one is stopping you from setting up a company to make these lithography machines.
Just developed your tech and start up
@@enadegheeghaghe6369 There is a lot stopping it actually. Patents, IP, the HUGE investments required, etc. VERY high barriers to entry for a limited market.
This is actually insane. Outstanding
Nice free upload!!!
Thank You!
Good documentary, but at least 10 years late.
We'd be adding AMD's gloflo as well if not for the work Intel did in the 90's to derail AMD. Wasn't nearly the amount of attention it needed or deserved.
With things heating up in Taiwan it's become evident that the US is late to the party they started.
As usual.
Yes indeed, and this explains one of the main reasons why the next war will be over Taiwan. It is not just politics, but because of their technology too.
@@dcsco Makes it perhaps one of the most interesting situations around.
Africa needs its own ASML. 🙌🏿🙌🏿💪🏿💪🏿🇿🇦🇳🇬🌍
The thing everybody missed out of why would TSMC help Intel to build capabilities to compete with itself in the future? All these will NOT come to pass
What a great episode it is. Full of modern technological dynasty
Вот это толковая связка!)Спасибо, поясних просто и удобно
The most important thing that should be on everyone mind currently should be to invest in different sources of income that doesn't depend on the government. Especially with the current economic crisis around the word. This is still a good time to invest in various stocks, Gold, silver and digital currencies.
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading.
@@LarsBergstrom-uh2eu Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.
@@IrenaDolinsek Who is your financial coach, do you mind hooking me up?
@@AstaKristjan The coach I use is actually quite known, Kathleen Yanelli Carole, she has a wide presence on the web, so you can just search her.
@@IrenaDolinsek She really seem to know her stuff. I found her online-page, read through her resume, educational background, qualifications and it was really impressive. She is a fiduciary who will act in my best interest. So, I booked a session with her.
Once USA gained chip dominance, will chip price competitive for the rest of the world?
Best to have some large factories in SEA and Europe too.?
ASML is Dutch, so European.
Not really. US goods have always been to expensive to buy.
Building a fab in the US won’t solve any problem. The key to TSMC’s success is not where to make the chips, but who makes the chips. That’s the reason why TSMC is so reluctant to build fabs in the US, and when the time Arizona fab comes into production, 5nm will certainly fall behind. In short, making chips is not profitable in the US, because hardware engineers there are more expensive and less experienced.
It's a great video. Spot on for the exactly correct style. Why does it repeat things? That's really confusing.
Awesome technology ideas for the future of the new high tech world. We need to train our citizens in managing, advancing, and protecting our chip manufacturing technology 😊
how is 300 million very expensive? it's like the price of 3 jets and we have companies that own fleets of those?
Because jets don’t become old technology within a couple years.
@@Phreaqin But it probably doesn't cost 7k plus per hour of operation either. Also Intel has been making 10nm chips since 2018 and they make over 30 billion a year so the total cost of this machine is less than 1% on their balance sheet and it's a tax write off for multiple years.
@@GamerbyDesign Because the building and supporting equipment around these 300 million dollar machines cost 20+ billion dollars. You can look it up, just one fabrication plant in 2018 cost TSMC 17 billion dollars to build. Also a fab never has just one machine, they have multiple. The revenue of these machines also decrease with time. It takes a significant amount of highly trained engineers and technicians to run one plant and one wafer takes weeks of processing to finish. Not to mention the energy and raw materials it takes to create one wafer.
@@sgtkurry and what is the cost of airports and surrounding infrastructure? If they are complaining about the price to be in the business they are in then they need to go out of business.
@@GamerbyDesign On average they are half the cost of fab plants. The most expensive luxurious ones cost 20 billion, which are comparable in total cost but in per sq. ft cost there is no comparison the chip fabs are more expensive. Every business complains about cost, airlines complain about fuel and labor costs while getting massive subsidies from the government because it is important to infrastructure and national security. Airlines typically lease their jets and terminals and don't usually have the same capital expenditure as Chip companies. In fact TSMC spends 20-30 billion per year vs 1 billion in American Airlines or 3 billion for United. Jets also have a longer service life than these machines whos revenue decreases significantly over time because its no longer the latest and greatest.
It's kinda hard to believe intel is even wining due to so many failures they made in chips
That's why I think China should dominate the chip market.
@@thekaiser4333 Chinese customers are the biggest consumer of chips. They will also soon be the biggest maker of chips. They can produce chips at the 7nM node so smaller feature sizes are near. However 95% of chip demand uses feature sizes of 28nM or larger. Military or space applications do not use the small feature sizes due to lower reliability due to greater susceptibility to hard errors caused by gamma rays, cosmic rays, etc..
@@bobsmith3983True for most statements but bit flips due single event upset (SEU) events due to radation decreases at smaller geometries. Also, system level mitigation on bit errors, solves most problems. Reliability due to leakage current is a bigger concern at smaller channel lengths.
If Morris Chiang stayed in the USA, then TSMC would had been an US company.
No doubt. He can even move TSMC to America for a new headquarters if Taiwan gets attacked by China
@@njonjokibera9587 That is too late to move when they get attacked. He should do it now.
TSMC also has factories on mainland China.
@@kev3226 He should do it now because it will be beneficial for America. Car’s right now is expensive to buy because of this chip shortage.
It’s probably that if Chiang stayed in USA there would probably never be a US version of TSMC. Not saying anything bad about USA just that results offer change if one important variable changes sort of like butterfly effect.
Happy to see NBC provide great content.