Semiconductor Industry Challenges and Strategies

The video explores the complex dynamics of the semiconductor industry, focusing on the rivalry between the US and China. It begins with Zongchang Yu's departure from ASML and the subsequent allegations of IP theft. The history of semiconductor development is traced, highlighting Moore's Law and the globalization of chip manufacturing. China's efforts to catch up in the semiconductor race are examined, alongside the US's strategic export controls. The video concludes with Taiwan's pivotal role in the global chip supply chain and the geopolitical tensions it faces.

What was Zongchang Yu accused of after leaving ASML?

• Starting a new company in Japan

• Collaborating with US government

• Stealing information about ASML's machine

• Developing a new semiconductor technology

What was the primary customer for the first US semiconductor companies?

• Foreign governments

• NASA

• The US government

• Private corporations

Why did US chip companies move manufacturing to Asia in the late 1960s?

• To access advanced technology

• To reduce production costs

• To avoid US government regulations

• To collaborate with Asian companies

Which Asian company became a major player in chip manufacturing in the 1990s?

• Sony

• Samsung

• TSMC

• Huawei

What was a significant challenge for China in developing its semiconductor industry?

• Lack of raw materials

• Dependence on foreign technology

• High production costs

• Shortage of skilled labor

What strategy did China employ to reduce reliance on foreign semiconductor technology?

• Partnering with European firms

• Focusing on software development

• Increasing tariffs on imports

• Investing in local companies

What action did the US take against Chinese tech companies in 2018?

• Encouraged partnerships with US firms

• Restricted sales of components to them

• Imposed tariffs on their products

• Banned them from US stock markets

How did the US respond to China's semiconductor advancements under the Biden administration?

• Invested in Chinese companies

• Encouraged collaboration with China

• Banned sales of advanced chips to China

• Lifted all trade restrictions

What percentage of advanced chips are manufactured by Taiwanese companies?

• 92%

• 75%

• 63%

• 50%

What dilemma do Taiwanese companies face due to US export controls?

• Whether to relocate manufacturing to the US

• Whether to comply with US restrictions or continue selling to China

• Whether to expand into Europe

• Whether to invest in new technologies