How ASML, TSMC And Intel Dominate The Chip Market | CNBC Marathon

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Publicado 2022-08-30
CNBC Marathon got an exclusive look at how the world makes the now all important processing chips at ASML, TSMC and Intel.

Tour inside ASML’s cleanrooms to see how these $200 million EUV systems print minuscule designs on advanced microchips using exploding molten tin, the flattest surface in the world, and light so narrow it’s absorbed by air.

Taiwan Semiconductor Manufacturing Company makes 24% of all the world's chips, and 92% of the most advanced ones found in today's iPhones, fighter jets and supercomputers. Now TSMC is building America's first 5-nanometer fabrication plant, hoping to reverse a decades-long trend of the U.S. losing chip manufacturing to Asia. CNBC got an exclusive tour of the $12 billion fab that will start production in 2024.

And for decades, Intel was the leading maker of the world’s most advanced chips. Intel’s history is interwoven with that of Silicon Valley, credited with the invention of RAM and microprocessors, the building blocks of modern computing. Now Intel has fallen behind. But its new CEO, Pat Gelsinger, has a bold plan to catch up to Samsung and TSMC by 2025, by building new chip fabrication plants in the U.S., Europe and Israel totaling more than $44 billion. CNBC got an exclusive tour at the fab expansion outside Portland, Oregon, that’s set to open early next year.

CNBC Marathon brings together the best of CNBC’s chip coverage and examines how this competitive, lucrative and vital industry is changing.

Chapters:
00:00 Introduction
00:39 Inside ASML, the company that all advanced chipmakers rely on (Published Mar. 2022)
19:10 Exclusive look inside the secretive Taiwan chip giant TSMC (Published Oct. 2021)
36:47 Inside Intel’s bold $26 billion U.S. plan to regain chip dominance (Published Nov. 2021)

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How ASML, TSMC And Intel Dominate The Chip Market | CNBC Marathon

Todos los comentarios (21)
  • @ZaneKyber
    This is by far the most in depth and detailed video I've seen on this topic ever, CNBC really really really did an amazing video here
  • @DBRising
    The brilliant people who make the tools to make the components of the widgets we buy are my heroes!
  • @PhilipMurray251
    The financial markets seem to be suffering more than the real economy from the prospect of further Fed tightening, I seriously need suggestions on how to diversify my $500k portfolio made up of volatile TSLA.
  • @gagnepaingilly
    Interesting how much has changed since the video had been recorded. NVDA in the 900s, TSLA, ASML and APPL down even more. I am currently holding north of $300k in a savings account waiting to invest in another huge opportunity.. Where would you invest this as of now?
  • @Anonymous-qb4vc
    This was much needed documentary regarding most important tech and companies that enabled this modern world.
  • @polycadence8482
    Report missed the glaring threat from USA on Samsung/TSMC that unless they build new fabs in USA, USA would ban advanced semi equipment machines to them, not just lithography machines from ASML but also etching machines from Applied Material, Lam Research and metrology machines from KLA Tencor. In other words, USA bullied Samsung/TSMC to build fabs in USA.
  • @Coolgiy67
    Electrical engineer here, let me tell y’all what a chip actually is. It’s a wafer of silicon that’s been doped with either boron for p-type semiconductor or phosphorus for n-type semiconductor. Putting a P-type and N-type right next to each other creates a PN junction (Metallurgical junction) there’s some very interesting physics that goes on here but to cut it short it only conducts current in 1 direction. This device is known as a diode, 2 diodes together is a transistor. So they will layer these semiconductors in such a way to make npn or pnp transistors and etch them with lithography. A transistor can basically act as a switch or an amplifier and can be voltage controlled or current controlled depending on the type of transistor (either bjt or fet)
  • @schmoyoho8997
    The reporter of these pieces did an incredibly good job.
  • @checkforme234
    Recessions are part of the economic cycle, all you can do is make sure you're prepared and plan accordingly. I graduated into a recession (2009). My 1st job after college was aerial acrobat on cruise ships. Today I'm a VP at a global company, own 3 rental properties, invest in stocks and biz, built my own business, and have my net worth increase by $500k in the last 4 years.
  • @sehzadelee
    this is incredible documentary , well done CNBC
  • @SIW808
    I still dream of working for ASML one day. This is one of the few companies that I truly admire because of the work that they do.
  • Excellent production, Katie. Very interesting and informative. Good interviews and compilations.
  • @wannabepioneer
    @10:01 "this is continious tin - it never, ever, ever stops". Machine stars buzzing
  • @filip9587
    Always love learning about the production and designing of semiconductors, especially considering how they're pushing the bounds of quantum physics with every new node.
  • @mot6822
    This is an excellent documentary . Very informative . Great work CNBC.
  • @taiwanfocus4385
    One successful business strategy of TSMC is that it only makes chips, and not designing them. So it is not a competitor of its customers, unlike Samsung.
  • The wisest thing that should be on everyone mind currently should be to invest in different streams of income that doesn't depend on the govt. Especially with the current economic crisis around the word. This is still a good time to invest in Gold, silver and digital currencies(BTC, SHIBA..).