Intel, the United States and the Chip War - VisualPolitik EN

The chip industry is one of the hottest sectors of the moment.

From the new 5G iPhones to the fifth-generation F-35 fighter jets, from cars with autonomous driving capabilities to the large servers on which the cloud is built. Everything, absolutely everything, depends on the chip industry.

Historically, the United States has been a major producer of semiconductors. For decades, chips have been one of the most advanced and strategic products of US industry. Now, however, the situation is very different. The big companies that design chips are still American, but the bulk of cutting-edge production is in Taiwanese and South Korean hands, something that Washington has begun to see as a risk to national security, which is why both the White House and Congress want to boost local production.

And if we talk about a North American chip producer, we really have to talk about Intel. A company that, despite its good results, is generating many doubts in the market. In this video we tell you how the United States is currently positioned in the chip war and particularly, what problems are facing Intel, the iconic US producer.

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[drgabe]

In Britain it's called "the crisp war"

[enochlam]

Bring out the popcorn and CHIPS, this is gonna be fun

[valentinstoyanov]

The Belgian company Melexis almost finished the first production plant for manufacturing of semiconductors in Bulgaria ever. It took them 3 years to build and equip the factory, not to mention the design and planning process...

[GunterXLive]

Appreciate the video, though the effort not to mention AMD competing in try hard mode against Intel is a bit misleading

[Axemantitan]

TSMC has been manufacturing 5nm chips for a short while now. Apple's M1 is manufactured by TSMC and is at 5nm.

[sergiodjf]

It looks like the old policy of outsourcing chip manufacturing for decades is backfiring on the West. Investing locally didn’t seem that bad after all. 🤔

[napoleonibonaparte]

Thanks to chips, I can enjoy my weekly dose of watching Josh Faulkner.

[earllemongrab]

wow intel sponsored video. Talking about Intel and TSMC without even *mentioning* AMD as TSMCs second largest customer after Apple and Intels No. 1 competitor in the CPU and server space... LOL

[Lord_Ralph]

One side note: Intel's 10nm process is about the same size as TSMC's 7nm. The nm numbers quoted aren't comparable anymore nowadays, but more just marketing.
But apart that: yeah, Intel has had a hell of a time fixing their 10nm process up to such extent they had to refresh the excisting 14nm proces to the umpthtenth time (it's about right now, right?) I believe there's also talk of skipping 10 and going on to 7nm (which by estemation would be equal to TSMC 5nm).

[eugeneleroux]

Thank you for a most informative run down on this high tech industry, well presented.

[pan]

Each and every company you're mentioning, not even one excluded are all entirely dependent on just ONE company: ASML.

[botshelomoatshe]

am i the only one who realised he NEVER mentioned the word AMD not even once?

[YoutubeBorkedMyOldHandle_why]

I would argue that 'Photo lithography' is a 4th type of company, which is arguably the most critical to the industry. ASML is the world leader in producing the machines ... which produce the chips. While ASML makes the machines however, they use optical systems made by Zeiss. Together, these two companies are driving die sizes down and causing Intel SO MUCH grief, because it is their technology which Intel is struggling to keep up with.

[vietimports]

which is peculiar because the semiconductor stocks are basically flatlined when they should be skyrocketing

[Extremeredfox]

Intel screwed themselves when they became too arrogant and decided not to heavily invest in Smart phones earlier in the game, instead focusing on PC's and laptops. They were complacent in their timelines and doubted that other competitors would catch up to them let alone surpass their capacities. This opened the door for Samsung and other major players to get into this. Intel was also arrogant into thinking that their rivals would never be able to catchup to them, and they were wrong. Not only have their rivals caught up but they have and in several places have surpassed them.

[nigeljohnson]

If you measure a companies success just in terms of the bottom line, you will be disappointed in the future. A companies future success is only as good as its R&D. Myopic management can easily lead to a companies demise. A nation can only be successful if it is self sufficient in critical industries.

[flintwestwood]

good info but the music popping in and out makes it a difficult listen.

[anasbintin]

American semiconductor industry association AKA ASIA so ironic

[向你祖母問好]

They all talk about chips, forgetting it is incomplete without the cod fish

[remo]

I like how you managed to go this entire video without using the words "gamers", "workstations", "AMD" or "Ryzen" at all