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BBCNEWS Talking Business Asia June 4, 2024 02:55:00 - Vimarsana News

BBCNEWS Talking Business Asia June 4, 2024 02:55:00

Moved on to next generation. so i think tsmc will always keep its most advanced chip—making on the island. so that makes the island indispensable to the rest of the semiconductor industry. but they sort of have to work with the us to have american interest to potentially defend the island in the event of chinese aggression, military aggression, towards the island. so, i'm not sure if that chips act is really on top of chinese leaders' minds. i think in beijing's mind, they're really trying to focus on building its own semiconductor supply chain. five years down the road, i want you to tell m...

BBCNEWS Talking Business Asia June 4, 2024 02:56:00 - Vimarsana News

BBCNEWS Talking Business Asia June 4, 2024 02:56:00

Will be and where they will be produced. 0h, they're definitely being produced in taiwan, without question. tsmc is the leading edge of advanced chip—making, right? i mean, that's why apple is having its chips being manufactured by tsmc. i'm not sure how small, i don't know how to count the atoms, so i can't tell you how small it's going to be, but it's going to be pretty small. i agree with that answer. i think the question that i set next to that one is, in ten years' time, where will the most advanced chip used in data centres be produced? because the smartphone market has peaked in size....

BBCNEWS Talking Business Asia June 4, 2024 02:51:00 - Vimarsana News

BBCNEWS Talking Business Asia June 4, 2024 02:51:00

That the government has thrown a lot of money into this sector, and they're also cognizant of that this is very capital intensive and the success rate is actually pretty low. if you look at the development of the chinese semiconductor industry in the past ten years, ymtc, which is a memory chip maker based in wuhan, is one of the very few success stories in china, so the government is very much aware of that. but i think the one thing that they're going to focus on is talent. because if you look at the export controls, one of the very damaging part is that it also bans us persons from supporti...

BBCNEWS Talking Business Asia June 4, 2024 15:51:00 - Vimarsana News

BBCNEWS Talking Business Asia June 4, 2024 15:51:00

Is actually pretty low. if you look at the development of the chinese semiconductor industry in the past ten years, ymtc, which is a memory chip—maker, is one of the very few success stories in china. so the government is very much aware of that. but i think there's one thing that sort of they're going to focus on is talent. because if you look at the export controls, one of the very damaging part is that it also bans us persons from supporting china's advanced chip—making. and if you look at the executive of china's semiconductor companies, a lot of them oppose american passport. they are...

BBCNEWS Click - Short Edition June 4, 2024 22:54:00 - Vimarsana News

BBCNEWS Click - Short Edition June 4, 2024 22:54:00

Is the us chips act a real threat to china? i don't think the us chip act is really something that china really worries about, i think what china really worries about is the export controls. because i mean, if you look at the as chris mentioned, the tsmc arizona fab, yes, they are building what is going to be the most advanced fab in america, but when that fab kicks into mass production, the tsmc's taiwan fab already moved on to next generation. so i think tsmc will always keep its most advanced chip—making on the island. so that makes the island indispensable to the rest