PREVIEW: #PRC: #TSMC: #CHIPS: Conversation with colleague Chris Riegel of #SCALA.com re high-end chipmaking that suits the demands of AI -- and the cooperation between Taiwan and Japan and the EU and the US, all working together vs the untrustworthy PRC.
The John Batchelor Show
John Batchelor
4.5 • 2.8K Ratings
🗓️ 11 April 2024
⏱️ 3 minutes
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Summary
1951, The Day the Earth Stood Still.
Transcript
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| 0:00.0 | This is John Bachelor, conversation with my colleague Chris Wiegel of scholar.com about chipmaking. |
| 0:06.3 | The US is seeking chipmaking for the high end in the United States. |
| 0:11.7 | It will need to train up engineers. |
| 0:15.0 | One particular firm is looking for Purdue University, a good start, but the engineers will take time to train up. |
| 0:22.0 | Taiwan is well ahead and has the engineers to adjust the fabs that are |
| 0:27.2 | made from products and in Europe. All of this technology, the European fab machine makers, the TSC fab itself, which has engineers |
| 0:39.3 | trained for more than a decade now to readjust the fab always. For example the recent earthquake |
| 0:46.2 | required throwing a batch out and readjusting, recalibrating that fab that is the highest and all of that requires these |
| 0:55.8 | engineers to have years of experience US is training them Taiwan has them |
| 1:01.7 | Japan is training them and has them. However, China, I ask about China, does China |
| 1:07.0 | have engineers of comparable worth or is it training? And Chris's answer is very careful. |
| 1:15.0 | China has good quality engineers coming out of their universities, |
| 1:20.0 | except because of China's predation, they are prevented from getting access to the machinery, to the |
| 1:27.0 | machinery that makes the fabs, to the fabs that themselves that can teach about high-end calibration. Here's Chris Regal to explain where we are |
| 1:38.5 | right now with regard the competition on the high-end, These are AI chips and higher. |
| 1:45.0 | China does not have those engineers to the same level of precision. |
| 1:50.0 | Many of the Chinese universities have very advanced programs in semiconductor manufacturing, but a company such as a TSMC as a manufacturer uses technology from the Dutch company, ASML, and from other companies in Germany in Japan. |
| 2:07.0 | Chip making at the highest level is a global effort, and many, many of those companies have been shut off from China, either because |
| 2:15.9 | companies like the SML have been told by governments, you will not sell your technology |
| 2:19.9 | into China or other companies, several which we know of, that refused to sell product into |
| 2:24.7 | China because it is always reverse engineered and stolen. |
| 2:27.6 | More of this later tonight. |
... |
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