Why China is losing the microchip war
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2023-02-07に共有
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In October 2022, the Biden administration placed a large-scale ban on the sale of advanced semiconductor chips to China. They also implemented a series of other rules that prevents China from making these chips on their own. These chips are used in everyday technology, like our mobile phones and computers. They’re also crucial to military and intelligence systems, which is one of the main reasons they're at the center of a feud between the United States and China.
Microchips were first invented in the US in the 1950s, after which their use rapidly expanded worldwide. Since then, the supply chain for these chips has grown and spread to include countries in Europe and Asia. And while some countries have caught up to the US's edge in making these advanced chips, China still falls far behind despite multiple attempts to gain an advantage.
Watch the latest episode of Vox Atlas to understand why China is losing a new cold war with the US over microchips.
Sources and further reading:
We found this book written by Chris Miller very helpful for understanding the history of chip development in the US and the foreign policy behind its competition and feud with China:
Chip War: The Fight for the World's Most Critical Technology
www.amazon.com/Chip-War-Worlds-Critical-Technology…
This book gave us great context on China’s efforts to acquire foreign technology:
Chinese Industrial Espionage by Anna Puglisi
www.amazon.com/Books-Anna-B-Puglisi/s?rh=n%3A28315…
Articles like this by Chien-Huei Wu helped us learn more about how much the US replies on east asian countries for successful technology:
thediplomat.com/2022/05/east-asian-firms-are-criti…
Reporting by Bloomberg helped us understand major IP theft cases related to semiconductor chips:
cset.georgetown.edu/article/engineer-who-fled-char…
An excellent report for more detail:
Gregory Allen, CSIS www.csis.org/analysis/choking-chinas-access-future…
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コメント (21)
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Some extra info: Zeiss, a german company that produces lenses is also the only company with the most advanced lenses which asml uses for their machines.
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I'm always surprised how relatively unknown a company like ASML is to the larger audience. It has a unique key strategic position in the world that no other company has. You don't often see that and it represents both a strength and a weakness for the free western world.
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Would you still say that now? Don't you feel like America has failed?
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This did not age well...
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ASML is the most important company in the world most people have never heard of.
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Brilliant video. Thanks. While it may seem like the "chip war" is between China and the US allies, it's actually pretty 2 dimensional. US allies (Japan, South Korea and Taiwan) too are competing among themselves to out-pace each other. No one wants to end up in a situation where it can be casted out easily. While TSMC (of Taiwan) is building new plants in both America and Japan, their foreign investments do not involve most advanced technology, keeping the US' incentive to defend Taiwan from China intact. Both Japan and South Korea has announced their own set of lucrative subsidies to poach companies from each other countries. They are also worried about losing market share in China and China hampering the supply chain of raw materials if it feels cornered. This is just the beginning.
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This video did not age well. This is what happens when people underestimate the Chinese, arrogantly thinking only the West can innovate. A year or 2 from now, this video will look even more ridiculous.
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I am watching the video on my HUAWEI 60 PRO.
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Every now and then Vox just makes me fall in love with this world and its geopolitics, loved it
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As a person who has spent 35 years in silicon valley's chip industry, while this video has many things right it also misses many pieces of the puzzle. Labor cost is not the primary reason chip manufacturing moved offshore. A huge factor was that chip fabs are extremely expensive and capital for building them was very expensive in the USA in the 80s when this trend really ramped up. The inflation of the 70s was a mighty contributor to that. Yes, it is true that the south Korean and Taiwanese governments were very supportive of having their engineering students pursue graduate education in the USA and such students often dominated the Semiconductor section of American Graduate schools from at least the late 1970s. In my grad school 20 of 23 Research Assistants in Semiconductor physics were from either Taiwan or S. Korea. only 2 were Americans. Taiwan and S. Korea saw the strategic value while American politicians didnt distinguish between potato chips and semiconductor chips as one politico explicitly stated.
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Vox: China will lose the chip war Huawei : Hold My Mate 60 Pro
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Chinese are laughing on this video because they are manufacturing 5 nm chips
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I wrote my thesis on this very topic about 1 1/2 years ago and it is always great to see this topic get brought up more and more
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The production of this is fantastic and really shows the pressures that both countries face. Great job by the production team.
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Pls tell me why china now had 7nm chip ?
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China has not lost the war yet . and time is on the side of China .
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@1:16 You've incorrectly marked the input/output terminals as transistors. The actual transistors are all the stuff in the middle.
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Vox had said so many things in this vid, but non of them are explaining why China is losing the war.
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This video has aged well - we banned a country with tens of thousands of engineers from accessing reasonable priced easily accessible chips, forced them to develop their own technology and now they can do it themselves.
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现在回来看这个真的是好笑~~