How US Sanctions are Crippling China's Semiconductor Industry

Tensions are rising between the US and China, with an economic war rising. So in this video we'll explain what's happening with semi-conductors and how these semi conductors are impacting not only the Chinese economy, but their relationship with the US.

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[Sloppygator]

It’s sad that I have to look to Europeans to provide clear and concise US news but I’m glad you guys are putting the work in for us. Thank you!

[autarchprinceps]

Most semiconductors are only send to China, because China is a major hub for the physical assembly of devices or even just subcomponents, which are ultimately then sold to the world at large. You are not actually going to see less e.g. Intel CPUs sold on a massive scale, but just them being put into laptops, etc. in countries other than China when not sold to China's domestic market. We are already seeing this being done more and more in Vietnam, India & Malaysia over the last few years.

[deepwoodguy]

Since i have found TLDR channels a few weeks ago, the "reporter" is a pleasure to listen to and watch as he explains the news in more detail ... far more information then i can get here in the USA on world news. thank you...

[erez]

I had no idea this was happening I am glad I am watching more TLDR

[juhotuho]

couple of points:
1. The node size, like "7 nm" is essentially a marketing term and doesn't accurately describe the actual node size. Two different 7 nm nodes from 2 companies can differ wildly. I really don't believe that china's 7nm is as good as TSMCs or even Samsung's 7nm
2. 7nm is kind of old now, TSMC has 7nm, 6nm (aka 7 nm enhanced), 5 nm, 4 nm (aka 5 nm enhanced), and now 3nm. It's always exponentially harder to get to the next node
3. Yield plays a huge role and cannot be over looked. TSMC has excellent yield with their 5nm node and the 3nm yield is already pretty good. Yield being the % of the fabricated die being usable on average. A yield of 60% means that only 60% of chips in the manufactured silicon wafer are usable dies without problems / manufacturing errors.
China can produce a 7nm silicon wafer, but if the yield is like 10%, then the process is still essentially useless without further development

[dawgpoundbutch]

I'd love to hear more about your statement "China's military advantage in the straight is expected to wain after 2027.". A follow-up video on this point would be appreciated.

[sirdavidoftor]

Another thing that is holding China back from attacking Taiwan is that those semi conductor plants in Taiwan ( which are now close to making 2 nanometer chips) are set to destruct if or when China invades.
The Taiwan companies are now looking to set up shop on the US west coast!
Stay safe, stay sane, stay Strong Ukraine 🇺🇦

[cosmedelustrac]

Very interesting. Keep this channel alive guys, you are doing a fantastic work with it.

[thelmadelyte]

Excellent information as always, but that transition to the sponsor was, in fact, brilliant

[cookiespark]

you guys are doing q great job at maintaining this channel please dont delete it

[alextodd]

Interesting video. You broke down a complex situation into understandable concepts.

[cronaalbarn]

This is why I'm subscribed, I didn't hear anything about this at all. I hope this channel remains because lord knows I can't trust the big three us media companies to cover this.

[kelvinnkat]

Japan also has huge semiconductor expertise, but it's in making the equipment and materials (specifically silicon wafers) rather than producing the final product.

[dapperdaniel]

I literally had no idea this was happening

[edgarorube]

glad to see regular content back in this channel

[noved]

Love the video and the channels. You did leave in this video a take that you messed up or something and then immediately did the line again. Still great and informed, thank you for your time.

[NrdCool]

I love your coverage of US topics and hope this channel grows.

[whitechocolateman]

Thank you for this news! Very interesting.

[theconqueringram]

Now, this is some interesting news. Thanks for reporting this, this channel does mean a lot to me as an American.

[tobiwan]

It is a global supply chain involving 10-30 countries in at least 3 continents. To deglobalize everything is just madness