中国为何赢得了芯片竞赛：材料、市场、资金和摩尔定律（二）
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@vincentchen9454
Simple answer: They choose cooperation and peace rather than competition and wars.
简单的回答：他们选择合作与和平，而不是竞争与战争。
Simple answer: They choose cooperation and peace rather than competition and wars.
简单的回答：他们选择合作与和平，而不是竞争与战争。
@donkruuz3903
A manufacturing power house with a low cost base, a big home market and therefore potential export market is a formidable opponent. How the West wish that it's 1900 when it can just sail 2 warships over to sort things out the international rule based way.
一个拥有低成本基础、庞大国内市场和潜在出口市场的制造业强国是一个强大的对手。西方多希望回到 1900 年，那时它只需派出两艘军舰就能按照国际规则解决问题。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
A manufacturing power house with a low cost base, a big home market and therefore potential export market is a formidable opponent. How the West wish that it's 1900 when it can just sail 2 warships over to sort things out the international rule based way.
一个拥有低成本基础、庞大国内市场和潜在出口市场的制造业强国是一个强大的对手。西方多希望回到 1900 年，那时它只需派出两艘军舰就能按照国际规则解决问题。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@teac117
I find it amusing that in certain crowds, the reflexive response to this whole China thing is that 'they don't have basic science' - don't come up with the 'big ideas'. What they don't understand is that Ideas are cheap. Engineering is hard. Experience (extracting, processing, manufacturing) is fundamental to building iterative engineering know-how. Sometimes the Chinese workarounds are somewhat kludgy, but they work. May not be the 'bestest', nor 'most optimal', but they get the job done instead of winning awards from some magazine or blog.
我发现有趣的是，在某些群体中，对整个中国问题的本能反应是“他们没有基础科学”——不要提出“宏伟的计划”。他们不明白的是，创意很廉价。工程很难。经验（提取、加工、制造）是建立迭代工程技术的基础。有时，中国的解决方案有些笨拙，但它们确实有效。可能不是“最好的”，也不是“最优的”，但它们完成了工作，而不是赢得一些杂志或博客的奖项。
I find it amusing that in certain crowds, the reflexive response to this whole China thing is that 'they don't have basic science' - don't come up with the 'big ideas'. What they don't understand is that Ideas are cheap. Engineering is hard. Experience (extracting, processing, manufacturing) is fundamental to building iterative engineering know-how. Sometimes the Chinese workarounds are somewhat kludgy, but they work. May not be the 'bestest', nor 'most optimal', but they get the job done instead of winning awards from some magazine or blog.
我发现有趣的是，在某些群体中，对整个中国问题的本能反应是“他们没有基础科学”——不要提出“宏伟的计划”。他们不明白的是，创意很廉价。工程很难。经验（提取、加工、制造）是建立迭代工程技术的基础。有时，中国的解决方案有些笨拙，但它们确实有效。可能不是“最好的”，也不是“最优的”，但它们完成了工作，而不是赢得一些杂志或博客的奖项。
@SupremeCannon1965
'Chip packaging' makes tons of sense. What might be considered 'obsolete' technology in a few years in the current paradigm will be cheap, abundant and (relatively) easily made. Figuring out how to stack them to work as well as the latest 'disruptive' technology would be decisive technology in itself.
“芯片封装”意义非凡。在目前的模式下，几年后可能被视为“过时”的技术将变得廉价、丰富且（相对）容易制造。弄清楚如何将它们与最新的“颠覆性”技术结合起来，这本身就是一项决定性的技术。
'Chip packaging' makes tons of sense. What might be considered 'obsolete' technology in a few years in the current paradigm will be cheap, abundant and (relatively) easily made. Figuring out how to stack them to work as well as the latest 'disruptive' technology would be decisive technology in itself.
“芯片封装”意义非凡。在目前的模式下，几年后可能被视为“过时”的技术将变得廉价、丰富且（相对）容易制造。弄清楚如何将它们与最新的“颠覆性”技术结合起来，这本身就是一项决定性的技术。
@darkmatter5424
What Japan was unable to do 40 years ago, China will.
40年前日本做不到的事，中国可以做到。
What Japan was unable to do 40 years ago, China will.
40年前日本做不到的事，中国可以做到。
@jayceh
"ai experts believe generative AI only possible with 4nm chips and smaller"
Deepseek v3:
Heres a model we built on inferior chip sets that outperform GPT-o4 and costs 88% less to run, trained for 95% lower cost.
“人工智能专家认为，只有 4nm 及更小的芯片才能实现生成式人工智能”
"ai experts believe generative AI only possible with 4nm chips and smaller"
Deepseek v3:
Heres a model we built on inferior chip sets that outperform GPT-o4 and costs 88% less to run, trained for 95% lower cost.
“人工智能专家认为，只有 4nm 及更小的芯片才能实现生成式人工智能”
Deepseek v3：
这是我们在劣质芯片组上构建的模型，其性能优于 GPT-o4，运行成本降低了 88%，训练成本降低了 95%。
这是我们在劣质芯片组上构建的模型，其性能优于 GPT-o4，运行成本降低了 88%，训练成本降低了 95%。
@allantay9020
When China makes chips it'll be real cheap and this would contribute to the progress of humanity.
当中国制造芯片时，将会是白菜价，这将有助于人类的进步。
When China makes chips it'll be real cheap and this would contribute to the progress of humanity.
当中国制造芯片时，将会是白菜价，这将有助于人类的进步。
@5wys17-cv7dz
US is providing great incentives to China to be self reliant on Semi conductor industries. Punishments are not always bad. It would be wise if US also focuses in maintaining the lead rather than slowing itself to block China from overtaking.
美国为中国提供了巨大的激励，使其在半导体行业实现自力更生。惩罚并不总是坏事。如果美国也专注于保持领先地位，而不是放慢速度阻止中国超越，那将是明智之举。
US is providing great incentives to China to be self reliant on Semi conductor industries. Punishments are not always bad. It would be wise if US also focuses in maintaining the lead rather than slowing itself to block China from overtaking.
美国为中国提供了巨大的激励，使其在半导体行业实现自力更生。惩罚并不总是坏事。如果美国也专注于保持领先地位，而不是放慢速度阻止中国超越，那将是明智之举。
@AkumaQiu
But israel needs more money
但是以色列需要更多的钱
But israel needs more money
但是以色列需要更多的钱
@wawaldekidsfun4850
This video oversimplifies the complex reality of semiconductor development, equating market size and investment dollars with technological mastery. While China has made progress, the narrative here reads more like triumphalist propaganda than balanced analysis. A serious examination would include technical challenges, yield rates, and independent verification of capabilities rather than assuming that chip packaging and raw material access automatically translate to cutting-edge semiconductor success.
这段视频过分简化了半导体发展的复杂现实，将市场规模和投资金额等同于技术掌握。虽然中国取得了进步，但这里的叙述更像是胜利主义宣传，而不是平衡的分析。认真的考察应该包括技术挑战、收益率和能力的独立验证，而不是假设芯片封装和原材料获取会自动转化为尖端半导体的成功。
This video oversimplifies the complex reality of semiconductor development, equating market size and investment dollars with technological mastery. While China has made progress, the narrative here reads more like triumphalist propaganda than balanced analysis. A serious examination would include technical challenges, yield rates, and independent verification of capabilities rather than assuming that chip packaging and raw material access automatically translate to cutting-edge semiconductor success.
这段视频过分简化了半导体发展的复杂现实，将市场规模和投资金额等同于技术掌握。虽然中国取得了进步，但这里的叙述更像是胜利主义宣传，而不是平衡的分析。认真的考察应该包括技术挑战、收益率和能力的独立验证，而不是假设芯片封装和原材料获取会自动转化为尖端半导体的成功。
@haraldgerhardt6001
Thank you very much for the insight into the chip business. I am no expert but it seems to me that China is on the path to produce photonic chips in great numbers. Since there is a lot of ai gernerated content and anti -china propaganda out there, it would be very much appriciated if you could do a clip on this matter. Happy new year to you and keep on.
非常感谢你对芯片业务的见解。我不是专家，但在我看来，中国正在大量生产光子芯片。由于现在有很多人工智能生成的内容和反华宣传，如果你能就此事做一个视频，我将不胜感激。祝你新年快乐，继续加油。
Thank you very much for the insight into the chip business. I am no expert but it seems to me that China is on the path to produce photonic chips in great numbers. Since there is a lot of ai gernerated content and anti -china propaganda out there, it would be very much appriciated if you could do a clip on this matter. Happy new year to you and keep on.
非常感谢你对芯片业务的见解。我不是专家，但在我看来，中国正在大量生产光子芯片。由于现在有很多人工智能生成的内容和反华宣传，如果你能就此事做一个视频，我将不胜感激。祝你新年快乐，继续加油。
@martinleung212
I'm waiting to hear news about China finding another base material that can allow much faster operational speed without resorting to reducing the size of transistors to below 2nm.
我正在等待有关中国找到另一种基础材料的消息，这种材料可以实现更快的运行速度，而无需将晶体管尺寸缩小到 2nm 以下。
I'm waiting to hear news about China finding another base material that can allow much faster operational speed without resorting to reducing the size of transistors to below 2nm.
我正在等待有关中国找到另一种基础材料的消息，这种材料可以实现更快的运行速度，而无需将晶体管尺寸缩小到 2nm 以下。
@TiSIWO
Superior insights as always! Just one quick comment: Good, as in Industry Leading Packaging is extremely hard, especially because one is using existing Chips. Often it’s easier to start with a blank sheet Design.
I am a Mechanical Engineering working in Nanotechnology.
一如既往的卓越见解！ 只有一个简短的评论：很好，因为行业领先的封装非常困难，特别是因为人们正在使用现有的芯片。 通常从一张白纸开始设计更容易。
我是一名从事纳米技术的机械工程师。
Superior insights as always! Just one quick comment: Good, as in Industry Leading Packaging is extremely hard, especially because one is using existing Chips. Often it’s easier to start with a blank sheet Design.
I am a Mechanical Engineering working in Nanotechnology.
一如既往的卓越见解！ 只有一个简短的评论：很好，因为行业领先的封装非常困难，特别是因为人们正在使用现有的芯片。 通常从一张白纸开始设计更容易。
我是一名从事纳米技术的机械工程师。
@ttemp2631
Kevin: what you mention is semi conductors are approaching the physical limits for what is possible. New breakthroughs have to come from new materials like to replace sillicon. China is investing in the search of new materials.
凯文：你提到的是半导体正在接近物理极限。新的突破必须来自新材料，例如替代硅的材料。中国正在投资寻找新材料。
Kevin: what you mention is semi conductors are approaching the physical limits for what is possible. New breakthroughs have to come from new materials like to replace sillicon. China is investing in the search of new materials.
凯文：你提到的是半导体正在接近物理极限。新的突破必须来自新材料，例如替代硅的材料。中国正在投资寻找新材料。
@henriettasecker-shao
Good morning. Happy New Year Kevin. 29th Jan start of the Year of the Dog. Will be extremely interesting for all. Be good everyone as Kevin keeps reminding us. Start praying. Work with China not against. ❤❤❤❤
早上好。新年快乐，凯文。1 月 29 日是狗年的开始。对所有人而言都将是极其有趣的一天。凯文一直提醒我们，大家要保持善良。开始祈祷。与中国合作，而不是对抗。
Good morning. Happy New Year Kevin. 29th Jan start of the Year of the Dog. Will be extremely interesting for all. Be good everyone as Kevin keeps reminding us. Start praying. Work with China not against. ❤❤❤❤
早上好。新年快乐，凯文。1 月 29 日是狗年的开始。对所有人而言都将是极其有趣的一天。凯文一直提醒我们，大家要保持善良。开始祈祷。与中国合作，而不是对抗。
@HaohanWendy
i'm watching your channel to decide what stock need to buy ❤
我正在看你的频道来决定需要买什么股票
i'm watching your channel to decide what stock need to buy ❤
我正在看你的频道来决定需要买什么股票
@damianbuckley183
I agree with many other comments that this channel is pure gold!
I’ve been referencing Kevin in my appearances on Trent on the Loos/ Across the Pond on the BekTV show for the US agricultural sector, emploring viewers to see the bigger picture and follow Inside China Business
我同意许多其他评论，认为这个频道是真正的黄金！
我在 Trent on the Loos/Across the Pond on the BekTV 节目中提到了 凯文，该节目针对美国农业部门，恳请观众看清大局，关注中国商业内幕
I agree with many other comments that this channel is pure gold!
I’ve been referencing Kevin in my appearances on Trent on the Loos/ Across the Pond on the BekTV show for the US agricultural sector, emploring viewers to see the bigger picture and follow Inside China Business
我同意许多其他评论，认为这个频道是真正的黄金！
我在 Trent on the Loos/Across the Pond on the BekTV 节目中提到了 凯文，该节目针对美国农业部门，恳请观众看清大局，关注中国商业内幕
@felixsu375
The size of a silicon atom is 0.2 nm. So Moore's law isn't just slowing down. It's going to hit a brick wall soon. The smallest geometry for chips is around 1nm. You can't go lower due to electron tunneling issues. Which means that an electron will jump from one circuit to another causing errors in calculation. So either way, you're stuck with around 1nm.
硅原子的尺寸为 0.2 纳米。因此，摩尔定律不只是在放缓。它很快就会遇到瓶颈。芯片的最小几何尺寸约为 1 纳米。由于电子隧穿问题，你无法再缩小尺寸。这意味着电子会从一个电路跳到另一个电路，从而导致计算错误。因此，无论哪种方式，你都只能使用 1 纳米左右的尺寸。
The size of a silicon atom is 0.2 nm. So Moore's law isn't just slowing down. It's going to hit a brick wall soon. The smallest geometry for chips is around 1nm. You can't go lower due to electron tunneling issues. Which means that an electron will jump from one circuit to another causing errors in calculation. So either way, you're stuck with around 1nm.
硅原子的尺寸为 0.2 纳米。因此，摩尔定律不只是在放缓。它很快就会遇到瓶颈。芯片的最小几何尺寸约为 1 纳米。由于电子隧穿问题，你无法再缩小尺寸。这意味着电子会从一个电路跳到另一个电路，从而导致计算错误。因此，无论哪种方式，你都只能使用 1 纳米左右的尺寸。
@R-Cforeverfriends
If you graduate 10 times more engineers than others, this is what's going to happen. (I speak as an arts grad who has engineers friends)
如果你毕业的工程师数量是其他人的 10 倍，就会发生这种情况。（我以文科毕业生的身份发言，我有工程师朋友）
If you graduate 10 times more engineers than others, this is what's going to happen. (I speak as an arts grad who has engineers friends)
如果你毕业的工程师数量是其他人的 10 倍，就会发生这种情况。（我以文科毕业生的身份发言，我有工程师朋友）
@taykienhock235
China is the factory of the world, the biggest market. If you don't sell chips to them, where do you sell to?
中国是世界工厂，是最大的市场，你不卖芯片给他们，卖给谁呢？
China is the factory of the world, the biggest market. If you don't sell chips to them, where do you sell to?
中国是世界工厂，是最大的市场，你不卖芯片给他们，卖给谁呢？
@silversurfer8237
Hidden within all this, the US adversarial stance towards the PRC causes great wastage on research funds as there will be duplication of experiments. A good example of unnecessary competing approaches is NACS versus CCS2 in EV charging: it would be helpful just to harmonise to CCS2 which dominates in Asia and Europe.
隐藏在这一切中的，是美国对中国的敌对立场，导致研究资金的大量浪费，因为实验会重复。电动汽车充电中 NACS 与 CCS2 之间的竞争就是一个不必要竞争方法的很好例子：只要与在亚洲和欧洲占主导地位的 CCS2 协调一致就很有帮助。
Hidden within all this, the US adversarial stance towards the PRC causes great wastage on research funds as there will be duplication of experiments. A good example of unnecessary competing approaches is NACS versus CCS2 in EV charging: it would be helpful just to harmonise to CCS2 which dominates in Asia and Europe.
隐藏在这一切中的，是美国对中国的敌对立场，导致研究资金的大量浪费，因为实验会重复。电动汽车充电中 NACS 与 CCS2 之间的竞争就是一个不必要竞争方法的很好例子：只要与在亚洲和欧洲占主导地位的 CCS2 协调一致就很有帮助。
@briannewman6216
The black listing of Chinese companies by the US government is extremely foolish.
美国政府将中国企业列入黑名单是极其愚蠢的行为。
The black listing of Chinese companies by the US government is extremely foolish.
美国政府将中国企业列入黑名单是极其愚蠢的行为。
@EdwinTan-ci6ru
i dont get it, you own the best restaurant in town and you force the top regular customer to cook at home.
我不明白，你拥有城里最好的餐馆，却强迫最好的常客在家做饭。
i dont get it, you own the best restaurant in town and you force the top regular customer to cook at home.
我不明白，你拥有城里最好的餐馆，却强迫最好的常客在家做饭。
@jasoncummings7052
Starting at 14:00 Kevin makes a very compelling argument and on the issue of the Chinese market and why the MAGA manufacturing to US will fail miserably.
Who will all these US manufacturers sell to?
Why would Brazil buy MAGA EVs when they can get all they need from China which is of better quality and cheaper.
USA is already losing Oil sales to China and they are also losing on the food industry.
So having all the manufacturing with a contracted market is as lucrative as fools gold.
从 14:00 分处开始，凯文就中国市场问题以及为什么 MAGA 在美国制造将惨遭失败提出了一个非常有说服力的论点。
所有这些美国制造商将向谁销售？
既然巴西可以从中国获得他们所需的所有东西，而且质量更好、价格更便宜，那他们为什么要购买 MAGA 电动汽车呢？
美国已经在向中国输油，食品行业也在亏损。
因此，拥有一个萎缩的市场，拥有所有的制造业，就像愚人金一样有利可图。
Starting at 14:00 Kevin makes a very compelling argument and on the issue of the Chinese market and why the MAGA manufacturing to US will fail miserably.
Who will all these US manufacturers sell to?
Why would Brazil buy MAGA EVs when they can get all they need from China which is of better quality and cheaper.
USA is already losing Oil sales to China and they are also losing on the food industry.
So having all the manufacturing with a contracted market is as lucrative as fools gold.
从 14:00 分处开始，凯文就中国市场问题以及为什么 MAGA 在美国制造将惨遭失败提出了一个非常有说服力的论点。
所有这些美国制造商将向谁销售？
既然巴西可以从中国获得他们所需的所有东西，而且质量更好、价格更便宜，那他们为什么要购买 MAGA 电动汽车呢？
美国已经在向中国输油，食品行业也在亏损。
因此，拥有一个萎缩的市场，拥有所有的制造业，就像愚人金一样有利可图。
@battlechaser8197
@Macronomics-MT.. Couldn't agree more, brilliant analysis by Kevin.
完全同意，凯文的分析非常出色。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@Macronomics-MT.. Couldn't agree more, brilliant analysis by Kevin.
完全同意，凯文的分析非常出色。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@Cobalt-88
China so dominates in purchases of chips and in control of raw materials such as silicon wafers that it seems silly at this point that the American government has any chance on doing something about it.
I think that the US’s best strategy now is to cooperate with China and go along on its coattails. Let China re-invent American ports, develop better ways of cheaply transporting goods from the west coast to the east coast, rebuild its bridges, develop a high-speed rail system, set up hubs for making batteries and electric cars.
But perhaps I am just dreaming. Maybe just let US influence keep waning, its cities just decline. Instead, China pour the effort into Russia/India, Africa, Central and South America, West and Central Asia.
中国在芯片采购和硅晶圆等原材料的控制方面占据主导地位，因此美国政府现在看来，采取任何行动都是愚蠢的。
我认为，美国现在最好的策略是与中国合作，并顺应中国。让中国重新改造美国港口，开发更好的方式以更便宜的方式将货物从西海岸运到东海岸，重建桥梁，发展高速铁路系统，建立电池和电动汽车制造中心。
但也许我只是在做梦。也许就让美国的影响力不断减弱，它的城市就此衰落。相反，中国将精力投入到俄罗斯/印度、非洲、中美洲和南美洲、西亚和中亚。
China so dominates in purchases of chips and in control of raw materials such as silicon wafers that it seems silly at this point that the American government has any chance on doing something about it.
I think that the US’s best strategy now is to cooperate with China and go along on its coattails. Let China re-invent American ports, develop better ways of cheaply transporting goods from the west coast to the east coast, rebuild its bridges, develop a high-speed rail system, set up hubs for making batteries and electric cars.
But perhaps I am just dreaming. Maybe just let US influence keep waning, its cities just decline. Instead, China pour the effort into Russia/India, Africa, Central and South America, West and Central Asia.
中国在芯片采购和硅晶圆等原材料的控制方面占据主导地位，因此美国政府现在看来，采取任何行动都是愚蠢的。
我认为，美国现在最好的策略是与中国合作，并顺应中国。让中国重新改造美国港口，开发更好的方式以更便宜的方式将货物从西海岸运到东海岸，重建桥梁，发展高速铁路系统，建立电池和电动汽车制造中心。
但也许我只是在做梦。也许就让美国的影响力不断减弱，它的城市就此衰落。相反，中国将精力投入到俄罗斯/印度、非洲、中美洲和南美洲、西亚和中亚。
@joeblo7309
BTW China is world leader in chip packaging
顺便说一句，中国是芯片封装领域的世界领导者
BTW China is world leader in chip packaging
顺便说一句，中国是芯片封装领域的世界领导者
@iyibu01
Really appreciate your insight from China this year i have been following you. Thank you Kevin. wishing you and family happy and prosperous new year 2025. Thanks
非常感谢你今年在中国的见解，我一直在关注你。谢谢你，凯文。祝你和家人 2025 年新年快乐、兴旺发达。谢谢
Really appreciate your insight from China this year i have been following you. Thank you Kevin. wishing you and family happy and prosperous new year 2025. Thanks
非常感谢你今年在中国的见解，我一直在关注你。谢谢你，凯文。祝你和家人 2025 年新年快乐、兴旺发达。谢谢
@johnyossarian9059
They turned China from their biggest customer to their biggest competitor.
Thanks Obama!
他们把中国从最大的客户变成了最大的竞争对手。
都亏了奥巴马！
They turned China from their biggest customer to their biggest competitor.
Thanks Obama!
他们把中国从最大的客户变成了最大的竞争对手。
都亏了奥巴马！
@robertmagyar6792
Will the incoming U.S. presidential administration have the understanding and focus to realize that international mutual cooperation with Russia and China is the most beneficial path forward forward for our country? So far many of its cabinet and ambassador choices are not promising in this regard.
新一届美国政府是否会认识到，与俄罗斯和中国的国际合作是对美国最有利的发展道路？迄今为止，其许多内阁和大使人选在这方面都不太乐观。
Will the incoming U.S. presidential administration have the understanding and focus to realize that international mutual cooperation with Russia and China is the most beneficial path forward forward for our country? So far many of its cabinet and ambassador choices are not promising in this regard.
新一届美国政府是否会认识到，与俄罗斯和中国的国际合作是对美国最有利的发展道路？迄今为止，其许多内阁和大使人选在这方面都不太乐观。
@iWantPeace838
I think, for the 2nm chips, being small, it will take up less room to store those unsold products. Without the biggest market in the world, there would be plenty of those too.
我认为，对于 2nm 芯片来说，由于尺寸较小，因此占用的空间较少，用于存放未售出的产品。如果没有世界上最大的市场，也会有很多这样的产品。
I think, for the 2nm chips, being small, it will take up less room to store those unsold products. Without the biggest market in the world, there would be plenty of those too.
我认为，对于 2nm 芯片来说，由于尺寸较小，因此占用的空间较少，用于存放未售出的产品。如果没有世界上最大的市场，也会有很多这样的产品。
@maddogy4645
A friendly warning to you all, if things go awry between US and China, China will order TSMC to cease all productions at its Arizona facility. TSMC would have no choice but to comply. The US will have to either negotiate a settlement with China or retaliate in kind. There may be a historic disruption in the global semiconductor market in the near future. If you are delaying a purchase for smart phone or other electronics you should reconsider your delay.
友情提醒大家，如果中美关系恶化，中国将要求台积电停止其亚利桑那州工厂的所有生产。台积电别无选择，只能服从。美国要么与中国谈判和解，要么以牙还牙。不久的将来，全球半导体市场可能会出现历史性动荡。如果你正在推迟购买智能手机或其他电子产品，你应该重新考虑你推迟的想法。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
A friendly warning to you all, if things go awry between US and China, China will order TSMC to cease all productions at its Arizona facility. TSMC would have no choice but to comply. The US will have to either negotiate a settlement with China or retaliate in kind. There may be a historic disruption in the global semiconductor market in the near future. If you are delaying a purchase for smart phone or other electronics you should reconsider your delay.
友情提醒大家，如果中美关系恶化，中国将要求台积电停止其亚利桑那州工厂的所有生产。台积电别无选择，只能服从。美国要么与中国谈判和解，要么以牙还牙。不久的将来，全球半导体市场可能会出现历史性动荡。如果你正在推迟购买智能手机或其他电子产品，你应该重新考虑你推迟的想法。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@jackshultz2024
I would love to see a discussion about the US’s China policy with Gina Raimondo. I would love to hear how she argues for her policies in the face of the reality that Kevin describes.
我很想看到吉娜·雷蒙多讨论美国的对华政策。我很想听听她如何面对凯文所描述的现实来为自己制定政策。
I would love to see a discussion about the US’s China policy with Gina Raimondo. I would love to hear how she argues for her policies in the face of the reality that Kevin describes.
我很想看到吉娜·雷蒙多讨论美国的对华政策。我很想听听她如何面对凯文所描述的现实来为自己制定政策。
@summerchina6568
BTW - Moore's law is already dead. The original Moore's law as described in Intel's webpage is "Moore's Law is the observation that the number of transistors on an integrated circuit will double every two years with minimal rise in cost." The doubling of transistors every 2 years or so still holds but the minimal rise in cost doesn't. In fact the doubling with minimal rise in cost rule has stopped working since about the 28nm. Now, to get to 3nm or 2nm, a customer will have to invest anywhere between $500 million to $1B in development cost. That is an astronomical cost that only a handful of customers in the world can afford. With the exception of mobile phone applications and some others that require very small physical size, few others require less than 7nm technology. 7nm-14nm is a great choice for most advanced applications in terms of cost performance trade offs.
顺便说一句 ，摩尔定律已经过时了。英特尔网页上对摩尔定律的最初描述是“摩尔定律是指集成电路上的晶体管数量每两年翻一番，而成本上升幅度很小。”每两年左右晶体管数量翻一番的定律仍然成立，但成本上升幅度很小的定律却不成立。事实上，自 28nm 以来，晶体管数量翻一番且成本上升幅度很小的定律已经失效。
现在，要达到 3nm 或 2nm，客户必须投资 5 亿至 10 亿美元开发成本。这是一笔天文数字般的成本，世界上只有少数客户能负担得起。除了手机应用和其他一些需要非常小的物理尺寸的应用外，很少有其他应用需要低于 7nm 的技术。从性价比的角度来看，7nm-14nm 是大多数先进应用的绝佳选择。
BTW - Moore's law is already dead. The original Moore's law as described in Intel's webpage is "Moore's Law is the observation that the number of transistors on an integrated circuit will double every two years with minimal rise in cost." The doubling of transistors every 2 years or so still holds but the minimal rise in cost doesn't. In fact the doubling with minimal rise in cost rule has stopped working since about the 28nm. Now, to get to 3nm or 2nm, a customer will have to invest anywhere between $500 million to $1B in development cost. That is an astronomical cost that only a handful of customers in the world can afford. With the exception of mobile phone applications and some others that require very small physical size, few others require less than 7nm technology. 7nm-14nm is a great choice for most advanced applications in terms of cost performance trade offs.
顺便说一句 ，摩尔定律已经过时了。英特尔网页上对摩尔定律的最初描述是“摩尔定律是指集成电路上的晶体管数量每两年翻一番，而成本上升幅度很小。”每两年左右晶体管数量翻一番的定律仍然成立，但成本上升幅度很小的定律却不成立。事实上，自 28nm 以来，晶体管数量翻一番且成本上升幅度很小的定律已经失效。
现在，要达到 3nm 或 2nm，客户必须投资 5 亿至 10 亿美元开发成本。这是一笔天文数字般的成本，世界上只有少数客户能负担得起。除了手机应用和其他一些需要非常小的物理尺寸的应用外，很少有其他应用需要低于 7nm 的技术。从性价比的角度来看，7nm-14nm 是大多数先进应用的绝佳选择。
@mail4carolw
the west (usa) only knows zero sum... hard to accept others can be better
西方（美国）只知道零和博弈……难以接受别人能做得更好
the west (usa) only knows zero sum... hard to accept others can be better
西方（美国）只知道零和博弈……难以接受别人能做得更好
@douginorlando6260
Do cell phones really need 3 nm technology? The advantage is mainly longer battery life but current battery life is not a show stopper. Software and trifold cell phones differentiate top end products more than 3 nm technology
手机真的需要 3 纳米技术吗？优势主要在于电池寿命更长，但目前的电池寿命并不是决定性因素。软件和三折手机在 3 纳米技术上与高端产品的区别更大
Do cell phones really need 3 nm technology? The advantage is mainly longer battery life but current battery life is not a show stopper. Software and trifold cell phones differentiate top end products more than 3 nm technology
手机真的需要 3 纳米技术吗？优势主要在于电池寿命更长，但目前的电池寿命并不是决定性因素。软件和三折手机在 3 纳米技术上与高端产品的区别更大
@programserye
Time to refresh my Russian and Mandarin
是时候复习一下我的俄语和普通话了，哈哈
Time to refresh my Russian and Mandarin
是时候复习一下我的俄语和普通话了，哈哈
@caninesandcompany
An old farmer carting his potatoes home from the field is not affected by data moving at twice the speed of light. He will make it home and his wife won’t be microwaving crickets for his supper. All the best to you and your subscribers in the coming struggle.
一位老农夫从田里用车把土豆运回家，不会受到以两倍光速移动的数据的影响。他会回到家，而他的妻子也不会用微波炉加热蟋蟀作为晚餐。祝你和你的订阅者在未来的斗争中一切顺利。
An old farmer carting his potatoes home from the field is not affected by data moving at twice the speed of light. He will make it home and his wife won’t be microwaving crickets for his supper. All the best to you and your subscribers in the coming struggle.
一位老农夫从田里用车把土豆运回家，不会受到以两倍光速移动的数据的影响。他会回到家，而他的妻子也不会用微波炉加热蟋蟀作为晚餐。祝你和你的订阅者在未来的斗争中一切顺利。
@duinay3
Trump tariffs is the biggest mistake the US is making - a historic mistake - 5 years from now the US will look back and blame Trump for everything
特朗普的关税是美国犯下的最大错误——一个历史性的错误——5年后，美国回过头来会把一切都归咎于特朗普
Trump tariffs is the biggest mistake the US is making - a historic mistake - 5 years from now the US will look back and blame Trump for everything
特朗普的关税是美国犯下的最大错误——一个历史性的错误——5年后，美国回过头来会把一切都归咎于特朗普
@hanknyc
When you say China is one of the largest consumers of semiconductors, are you accounting for the portion that gets used in products which are exported?
当你说中国是最大的半导体消费国之一时，你是否计算了用于出口产品的部分？
When you say China is one of the largest consumers of semiconductors, are you accounting for the portion that gets used in products which are exported?
当你说中国是最大的半导体消费国之一时，你是否计算了用于出口产品的部分？
@genovasei9369
In the end, the economic value determines the direction of advancement and development. I was thinking there might be new instruction sets that works more efficiently emerging.
最终，经济价值决定了进步和发展的方向。我在想可能会出现新的更高效的指令集。
In the end, the economic value determines the direction of advancement and development. I was thinking there might be new instruction sets that works more efficiently emerging.
最终，经济价值决定了进步和发展的方向。我在想可能会出现新的更高效的指令集。
@ak47-007
I guess its simple mathematics , more people (STEM) , more resources ( Natural and economic) and your survival is at stake will make you very hard to compete against and this summarises the US vs China Chip War . Time will show that this will be the most critical advantage the US has ever lost.
我想这很简单，更多的人（STEM），更多的资源（自然和经济），你的生存受到威胁，这将使你很难与之竞争，这就是美国与中国芯片之战的总结。时间将证明，这将是美国有史以来失去的最关键的优势。
I guess its simple mathematics , more people (STEM) , more resources ( Natural and economic) and your survival is at stake will make you very hard to compete against and this summarises the US vs China Chip War . Time will show that this will be the most critical advantage the US has ever lost.
我想这很简单，更多的人（STEM），更多的资源（自然和经济），你的生存受到威胁，这将使你很难与之竞争，这就是美国与中国芯片之战的总结。时间将证明，这将是美国有史以来失去的最关键的优势。
@knaraya936
You should cover the humanoid robot industry, development, deployment and cost reductions achievable. How much is being invested by China in this?
你应该介绍一下人形机器人行业、开发、部署和可实现的成本降低。中国在这方面投入了多少？
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
You should cover the humanoid robot industry, development, deployment and cost reductions achievable. How much is being invested by China in this?
你应该介绍一下人形机器人行业、开发、部署和可实现的成本降低。中国在这方面投入了多少？
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@iyibu01
There is s saying that no one could decide your fate for you. But they could confuse you into believing that you are a victim. USA NATO really do believe that they can determine the fate of other nations. But this our works if those people accept such concepts. Once awake the trick dies. İt's died with China and USA NATO has no plan B other than use force. But even that will not work. USA NATO will do better to focus on looking after their own people and reducing mass poverty and concentrated capital in few hands which is getting out of hand in USA
有句俗话说，没有人能替你决定命运。但他们可以迷惑你，让你相信自己是受害者。美国北约确实相信他们可以决定其他国家的命运。但如果那些人接受这样的概念，这就是我们的工作。一旦觉醒，诡计就消失了。在中国和美国北约的帮助下，它已经失败了，除了使用武力，美国北约没有其他计划。但即使那样也行不通。美国北约最好把重点放在照顾自己的人民，减少大规模贫困和资本集中在少数人手中，而这在美国已经失控了
There is s saying that no one could decide your fate for you. But they could confuse you into believing that you are a victim. USA NATO really do believe that they can determine the fate of other nations. But this our works if those people accept such concepts. Once awake the trick dies. İt's died with China and USA NATO has no plan B other than use force. But even that will not work. USA NATO will do better to focus on looking after their own people and reducing mass poverty and concentrated capital in few hands which is getting out of hand in USA
有句俗话说，没有人能替你决定命运。但他们可以迷惑你，让你相信自己是受害者。美国北约确实相信他们可以决定其他国家的命运。但如果那些人接受这样的概念，这就是我们的工作。一旦觉醒，诡计就消失了。在中国和美国北约的帮助下，它已经失败了，除了使用武力，美国北约没有其他计划。但即使那样也行不通。美国北约最好把重点放在照顾自己的人民，减少大规模贫困和资本集中在少数人手中，而这在美国已经失控了
@jimpad5608
Most financial folks have ZERO understanding about nuclear physics. Right now chip fabs are very close to the minimum size. In only a few years each transistor on a chip will be as small as possible and Moore's law will end.
大多数金融人士对核物理一无所知。现在的晶片厂非常接近最小尺寸。在短短几年内，芯片上的每个晶体管将尽可能小，摩尔定律将被终结。
Most financial folks have ZERO understanding about nuclear physics. Right now chip fabs are very close to the minimum size. In only a few years each transistor on a chip will be as small as possible and Moore's law will end.
大多数金融人士对核物理一无所知。现在的晶片厂非常接近最小尺寸。在短短几年内，芯片上的每个晶体管将尽可能小，摩尔定律将被终结。
@holysmoke7043
Every bit and byte of information you present is taken into consideration helping me to comprehend the global special Military Operation. Humanity will be free soon. U.S.A will be the last to snap out of the spell. It doesn't look to be a pleasant process.
你提供的每一点信息都对我理解全球特别军事行动有帮助。人类很快就会获得自由。美国将是最后一个摆脱困境的国家。这看起来不是一个愉快的过程。
Every bit and byte of information you present is taken into consideration helping me to comprehend the global special Military Operation. Humanity will be free soon. U.S.A will be the last to snap out of the spell. It doesn't look to be a pleasant process.
你提供的每一点信息都对我理解全球特别军事行动有帮助。人类很快就会获得自由。美国将是最后一个摆脱困境的国家。这看起来不是一个愉快的过程。
@mydad156
China said foreign chips are threatening to China national security so they have been buying less chips from another countries.
中国表示，外国芯片对中国国家安全构成威胁，因此减少从其他国家购买芯片。
China said foreign chips are threatening to China national security so they have been buying less chips from another countries.
中国表示，外国芯片对中国国家安全构成威胁，因此减少从其他国家购买芯片。
@uriludger6392
Interesting times we live in. We've gotten so far that we are asking, what is the point of going further? Hopefully collectively we can start to look back and pay attention to where we're dropped the ball and left people behind
我们生活在一个有趣的时代。我们已经走了这么远，我们不禁要问，继续前行还有什么意义？希望我们能够共同回顾过去，关注我们在哪里失误，在哪里把人们抛在后面
Interesting times we live in. We've gotten so far that we are asking, what is the point of going further? Hopefully collectively we can start to look back and pay attention to where we're dropped the ball and left people behind
我们生活在一个有趣的时代。我们已经走了这么远，我们不禁要问，继续前行还有什么意义？希望我们能够共同回顾过去，关注我们在哪里失误，在哪里把人们抛在后面
@vsalasarcr
Another great example of intelligence is what Huawei has demonstrated with the excellent integration between its own operating system and its latest processor, with 7nm it achieves a level superior to the latest processor in Google's phone. It shows that to have a top-of-the-range phone you don't necessarily need a 3nm processor.
另一个很棒的智能例子是华为展示了其自有操作系统与最新处理器之间的出色集成，7nm 达到了优于谷歌手机最新处理器的水平。这表明，要拥有一款顶级手机，你不一定需要 3nm 处理器。
Another great example of intelligence is what Huawei has demonstrated with the excellent integration between its own operating system and its latest processor, with 7nm it achieves a level superior to the latest processor in Google's phone. It shows that to have a top-of-the-range phone you don't necessarily need a 3nm processor.
另一个很棒的智能例子是华为展示了其自有操作系统与最新处理器之间的出色集成，7nm 达到了优于谷歌手机最新处理器的水平。这表明，要拥有一款顶级手机，你不一定需要 3nm 处理器。
@waywardgeologist2520
Thanks for the new video. It isn’t surprising that China is going for the low hanging fruit. It won’t be long before the have the cutting edge of EUV and beat the Dutch company at its own game. I won’t be surprised if they are working on a 1 nm chip. It does spark my curiosity as to what supply chains they will control for that technology.
感谢新视频。中国追求唾手可得的果实并不奇怪。用不了多久，他们就会拥有EUV的尖端技术，并在自己的游戏中击败这家荷兰公司。如果他们正在研发 1 纳米芯片，我不会感到惊讶。这确实激发了我的好奇心，想知道他们将控制哪些供应链来开发该技术。
Thanks for the new video. It isn’t surprising that China is going for the low hanging fruit. It won’t be long before the have the cutting edge of EUV and beat the Dutch company at its own game. I won’t be surprised if they are working on a 1 nm chip. It does spark my curiosity as to what supply chains they will control for that technology.
感谢新视频。中国追求唾手可得的果实并不奇怪。用不了多久，他们就会拥有EUV的尖端技术，并在自己的游戏中击败这家荷兰公司。如果他们正在研发 1 纳米芯片，我不会感到惊讶。这确实激发了我的好奇心，想知道他们将控制哪些供应链来开发该技术。
@electricAB
It seems inconceivable to me that chip makers rushed head down as fast as they could into making smaller and smaller chips without considering what they could gain by putting them together in novel ways…
Did they not play with Lego as kids?
我觉得难以想象，芯片制造商们一头扎进制造越来越小的芯片，却没有考虑以新颖的方式组装芯片能给他们带来什么好处……
他们小时候没玩过乐高吗？
It seems inconceivable to me that chip makers rushed head down as fast as they could into making smaller and smaller chips without considering what they could gain by putting them together in novel ways…
Did they not play with Lego as kids?
我觉得难以想象，芯片制造商们一头扎进制造越来越小的芯片，却没有考虑以新颖的方式组装芯片能给他们带来什么好处……
他们小时候没玩过乐高吗？
@Deepshit2025
Why can't they sell it to China while still can make profit before it is too late ...that's why you are in China Kevin, the future of the world..
为什么他们不能把它卖到中国，趁还没太迟还能赚钱，哈哈...凯文，这就是你在中国的原因，世界的未来……
Why can't they sell it to China while still can make profit before it is too late ...that's why you are in China Kevin, the future of the world..
为什么他们不能把它卖到中国，趁还没太迟还能赚钱，哈哈...凯文，这就是你在中国的原因，世界的未来……
@freeworld88888
They don't understand people needs 28nm to 14nm chips about 75%. 7nm to 5nm only use on smartphone and computers..
他们不明白人们大约 75% 需要 28nm 到 14nm 的芯片。7nm 到 5nm 仅用于智能手机和电脑。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
They don't understand people needs 28nm to 14nm chips about 75%. 7nm to 5nm only use on smartphone and computers..
他们不明白人们大约 75% 需要 28nm 到 14nm 的芯片。7nm 到 5nm 仅用于智能手机和电脑。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@taiwanstillisntacountry
Meanwhile, the USA aka IOU-country, will reach ceiling of their debts within 2 weeks.
So which POTUS will go to China and beg for more loans?
与此同时，美国这个欠条国家将在两周内达到债务上限。
那么哪位美国总统会去中国乞求更多贷款呢？
Meanwhile, the USA aka IOU-country, will reach ceiling of their debts within 2 weeks.
So which POTUS will go to China and beg for more loans?
与此同时，美国这个欠条国家将在两周内达到债务上限。
那么哪位美国总统会去中国乞求更多贷款呢？
@leecheong4986
Yes, the Huawei Mate70 is another example of using 7nm and repackaged into almost 3nm performance. The Huawei Mate60 is 7nm repackaged into 5nm performance. Overheating is also avoided this way. Performance wise, the Chinese has caught up...half a generation gap. Still China or Huawei or SMIC will produce the 5nm this year once the yield is good. It will get there. Slow and steady.
是的，华为 Mate70 是使用 7nm 并重新封装成近 3nm 性能的另一个例子。华为 Mate60 是 7nm 重新封装成 5nm 性能。这样也可以避免过热。性能方面，中国人已经赶上来了……半代差距。中国、华为或中芯国际今年一旦产量好转就会生产 5nm。它会到达那里的。慢慢来，稳扎稳打。
Yes, the Huawei Mate70 is another example of using 7nm and repackaged into almost 3nm performance. The Huawei Mate60 is 7nm repackaged into 5nm performance. Overheating is also avoided this way. Performance wise, the Chinese has caught up...half a generation gap. Still China or Huawei or SMIC will produce the 5nm this year once the yield is good. It will get there. Slow and steady.
是的，华为 Mate70 是使用 7nm 并重新封装成近 3nm 性能的另一个例子。华为 Mate60 是 7nm 重新封装成 5nm 性能。这样也可以避免过热。性能方面，中国人已经赶上来了……半代差距。中国、华为或中芯国际今年一旦产量好转就会生产 5nm。它会到达那里的。慢慢来，稳扎稳打。
@UsanFreeSpeech
UAS desperate to lead n control the tech industries
But at what cost
UAS 渴望领导和控制科技行业
但代价是什么
UAS desperate to lead n control the tech industries
But at what cost
UAS 渴望领导和控制科技行业
但代价是什么
@mrfarenheit9159
Now do a vid on China’s new stealth fighter bomber…which is out faster than ours
现在制作一个关于中国新型隐形战斗轰炸机的视频……它比我们的更快问世
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Now do a vid on China’s new stealth fighter bomber…which is out faster than ours
现在制作一个关于中国新型隐形战斗轰炸机的视频……它比我们的更快问世
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@terrywoldemariam3679
I don't understand the claim no freedom in china
我不明白为什么中国没有自由
I don't understand the claim no freedom in china
我不明白为什么中国没有自由
@jonc6463
Perhaps if any country can develop a quantum computer processor that is sustainable it will be China - in these - there are no transistors to speak of - binary switches are replaced by superposition where the 1’s & 0’s are in the same place. That advance, if achieved could completely change the industry in the long run…
如果有哪个国家能够开发出可持续的量子计算机处理器，那可能就是中国了——在这些处理器中，没有晶体管，二进制开关被叠加所取代，其中 1 和 0 位于同一位置。如果实现这一进步，从长远来看可能会彻底改变这个行业……
Perhaps if any country can develop a quantum computer processor that is sustainable it will be China - in these - there are no transistors to speak of - binary switches are replaced by superposition where the 1’s & 0’s are in the same place. That advance, if achieved could completely change the industry in the long run…
如果有哪个国家能够开发出可持续的量子计算机处理器，那可能就是中国了——在这些处理器中，没有晶体管，二进制开关被叠加所取代，其中 1 和 0 位于同一位置。如果实现这一进步，从长远来看可能会彻底改变这个行业……
@slc801
At the end of the day the American chip companies needs the Chinese market to sell to and invest their profits for R&D so what’s the point of sanctioning china ? I think President Trump should hire Kevin as an advisor
归根结底，美国芯片公司需要中国市场来销售产品，并将利润投资于研发，所以制裁中国有什么意义？我认为特朗普总统应该聘请凯文担任顾问
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
At the end of the day the American chip companies needs the Chinese market to sell to and invest their profits for R&D so what’s the point of sanctioning china ? I think President Trump should hire Kevin as an advisor
归根结底，美国芯片公司需要中国市场来销售产品，并将利润投资于研发，所以制裁中国有什么意义？我认为特朗普总统应该聘请凯文担任顾问
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
@scottwatrous7649
State capitalism will continue to lead in pure research. Currently in the USA pure research is done at universities or at Federal agencies like DOE. Some idiots want to defund both.
国家资本主义将继续在纯研究领域占据主导地位。目前，美国的纯研究是在大学或美国能源部等联邦机构进行的。有些白痴想取消这两方面的资助。
State capitalism will continue to lead in pure research. Currently in the USA pure research is done at universities or at Federal agencies like DOE. Some idiots want to defund both.
国家资本主义将继续在纯研究领域占据主导地位。目前，美国的纯研究是在大学或美国能源部等联邦机构进行的。有些白痴想取消这两方面的资助。
@carpediem44
As a U.S. consumer with years old laptops and androids, I don't feel any compelling need for faster technology. Obviously, corporations, technology firms, and even government may prioritize speed. Well, maybe not government...
作为一名使用多年旧款笔记本电脑和安卓系统的美国消费者，我并不觉得对更快技术有任何迫切需求。显然，企业、科技公司甚至政府都可能优先考虑速度。好吧，也许政府不会......
As a U.S. consumer with years old laptops and androids, I don't feel any compelling need for faster technology. Obviously, corporations, technology firms, and even government may prioritize speed. Well, maybe not government...
作为一名使用多年旧款笔记本电脑和安卓系统的美国消费者，我并不觉得对更快技术有任何迫切需求。显然，企业、科技公司甚至政府都可能优先考虑速度。好吧，也许政府不会......
@lowcc7602
Who draw the first blood? These hostile org, companies will have to eat their chips soon.
谁先流血？这些敌对组织、企业很快就会自食恶果。
Who draw the first blood? These hostile org, companies will have to eat their chips soon.
谁先流血？这些敌对组织、企业很快就会自食恶果。
@philipchief4406
where do you people think those people in taiwan come from? from China.
你们认为台湾（地区）人来自哪里？来自中国。
where do you people think those people in taiwan come from? from China.
你们认为台湾（地区）人来自哪里？来自中国。
@ysgoh1981
Does Cpngress and the Exec Branches ever look at the big and complete picture before issuing knee-jerk santions? Unintended (and adverse) consequences seem to result each time.
国会和行政部门在发布下意识的制裁之前，是否考虑过大局和全局？每次似乎都会产生意想不到的（和不利的）后果。
Does Cpngress and the Exec Branches ever look at the big and complete picture before issuing knee-jerk santions? Unintended (and adverse) consequences seem to result each time.
国会和行政部门在发布下意识的制裁之前，是否考虑过大局和全局？每次似乎都会产生意想不到的（和不利的）后果。
@blake-jackson
The West is still years ahead, but new gains take longer and are smaller according to the creator. Therfore, China is catching up around chip sanctions.
Still years behind
西方仍领先数年，但根据创造者的说法，新的收益需要更长的时间，而且规模更小。因此，中国正在芯片制裁方面迎头赶上。
仍落后数年
The West is still years ahead, but new gains take longer and are smaller according to the creator. Therfore, China is catching up around chip sanctions.
Still years behind
西方仍领先数年，但根据创造者的说法，新的收益需要更长的时间，而且规模更小。因此，中国正在芯片制裁方面迎头赶上。
仍落后数年
@cheekeongchan6605
Bans and sanctions hv failed. Read that lawfare is coming in 2025.
禁令和制裁都失败了。读到法律战将在2025年到来。
Bans and sanctions hv failed. Read that lawfare is coming in 2025.
禁令和制裁都失败了。读到法律战将在2025年到来。
@nellyjohnson7316
Isn’t there a rare kind of sand needed for the manufacture of silicon wafers? Is there an alternative supply for Taiwan?
制造硅晶圆所需的沙子是不是非常稀有？台湾（地区）有其他替代供应吗？
Isn’t there a rare kind of sand needed for the manufacture of silicon wafers? Is there an alternative supply for Taiwan?
制造硅晶圆所需的沙子是不是非常稀有？台湾（地区）有其他替代供应吗？
@UPdan
The hack into Yellens treasury was very timely. Makes Bitcoin a hackable target.
耶伦国库遭黑客入侵非常及时。这让比特币成为黑客攻击的目标。
The hack into Yellens treasury was very timely. Makes Bitcoin a hackable target.
耶伦国库遭黑客入侵非常及时。这让比特币成为黑客攻击的目标。
@AIPretendingToBeHuman
Consumers don’t buy chips, they buy products, or not — as Apple is finding out.
消费者购买的不是芯片，而是产品，或者不购买——正如苹果公司所发现的那样。
Consumers don’t buy chips, they buy products, or not — as Apple is finding out.
消费者购买的不是芯片，而是产品，或者不购买——正如苹果公司所发现的那样。
@patrickgz
chips include memory, logic and processing chips. larger nm(>5nm) chips have 80% share of global chip markets and this share is stable for some years now. larger chips are used across all industries from desktops, home/medical/travel/f&b/etc appliances where space and energy is not of critical concern. compact chips are energy efficient, mainly used in smaller devices like handheld. processing power mainly used to compute complex algorithms used in tech organizations/research/governments. china is leader in those bigger chip and are moving to compact chip market to align with its national plan to move its workforce to higher paying jobs. china is already outsourcing larger chip from design foundry packaging to other countries. although approach is 'similar' to that of usa in 90s, its different where usa outsourced its manufacturing to move its workforce into higher paying jobs in financial services legal industries, forsaking stem. china is evolving but sticking to stem. with alternative financial services proposed from brics, usa will need to make a long term strategic move. wanting both is unlikely to work, one has to give.
芯片包括内存、逻辑和处理芯片。更大的 nm（>5nm）芯片占据全球芯片市场 80% 的份额，并且这一份额多年来一直保持稳定。更大的芯片用于所有行业，从台式机、家用/医疗/旅游/餐饮/等设备，这些设备对空间和能源的要求不是很高。紧凑型芯片节能，主要用于手持设备等较小的设备。处理能力主要用于计算技术组织/研究/政府使用的复杂算法。
中国是大型芯片领域的领导者，并且正在向小型芯片市场转型，以配合其将劳动力转移到高薪工作岗位的国家计划。中国已经将大型芯片的设计、代工和封装业务外包给其他国家。尽管其方法与美国90年代的方法“相似”，但不同之处在于美国将制造业外包，将劳动力转移到金融服务、法律行业的高薪工作岗位，放弃了STEM学科。中国正在发展，但坚持培养STEM人才。随着金砖国家提出替代金融服务，美国将需要采取长期战略举措。两者兼顾不太可能成功，必须有所取舍。
chips include memory, logic and processing chips. larger nm(>5nm) chips have 80% share of global chip markets and this share is stable for some years now. larger chips are used across all industries from desktops, home/medical/travel/f&b/etc appliances where space and energy is not of critical concern. compact chips are energy efficient, mainly used in smaller devices like handheld. processing power mainly used to compute complex algorithms used in tech organizations/research/governments. china is leader in those bigger chip and are moving to compact chip market to align with its national plan to move its workforce to higher paying jobs. china is already outsourcing larger chip from design foundry packaging to other countries. although approach is 'similar' to that of usa in 90s, its different where usa outsourced its manufacturing to move its workforce into higher paying jobs in financial services legal industries, forsaking stem. china is evolving but sticking to stem. with alternative financial services proposed from brics, usa will need to make a long term strategic move. wanting both is unlikely to work, one has to give.
芯片包括内存、逻辑和处理芯片。更大的 nm（>5nm）芯片占据全球芯片市场 80% 的份额，并且这一份额多年来一直保持稳定。更大的芯片用于所有行业，从台式机、家用/医疗/旅游/餐饮/等设备，这些设备对空间和能源的要求不是很高。紧凑型芯片节能，主要用于手持设备等较小的设备。处理能力主要用于计算技术组织/研究/政府使用的复杂算法。
中国是大型芯片领域的领导者，并且正在向小型芯片市场转型，以配合其将劳动力转移到高薪工作岗位的国家计划。中国已经将大型芯片的设计、代工和封装业务外包给其他国家。尽管其方法与美国90年代的方法“相似”，但不同之处在于美国将制造业外包，将劳动力转移到金融服务、法律行业的高薪工作岗位，放弃了STEM学科。中国正在发展，但坚持培养STEM人才。随着金砖国家提出替代金融服务，美国将需要采取长期战略举措。两者兼顾不太可能成功，必须有所取舍。
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