What Colonialism Did For Taiwan (& Japan)
160522 Like and subscribe. This is an archive, check the link in the end if you are owner. In 1895, Japan acquired Taiwan island from the Qing Empire as their first colony. For the next fifty years, Japan occupied Taiwan - infusing it with their traditions, culture, and expertise.
The colonial legacy of the Japanese occupation period was deep and long lasting for both colonized and colonizer. In this video, we are going to talk about what happened during those fifty years. And what it did for both the Taiwanese and Japanese people.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
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Silicon Carbide: A Power Electronics Revolution
180722 Like and subscribe. This is an archive, check the link in the end if you are owner. In 2018, Tesla inverted our expectations and shook the EV industry when they adopted an ST Microelectronics silicon carbide-based inverter for their new Model 3 Electric Vehicle.
It allowed Tesla to shrink one of an EV's most critical components in half. And it has sparked new interest in a silicon technology as old as the industry itself.
In this video, we are going to take a look at the powerful benefits of silicon carbide-based power semiconductors.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
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Why the Soviet Computer Failed
080722 Like and subscribe. This is an archive, check the link in the end if you are owner. In 1986, the Soviet Union had slightly more than 10,000 computers. The Americans had 1.3 million.
At the time of Stalin's death, the Soviet Union was the world's third most proficient computing power. But by the 1960s, the US-Soviet computing gap was already years long. Twenty years later, the gap was undeniable and basically permanent.
Why did this happen? The Soviet state believed in science and industrial modernization. Support for research & development and the hard sciences were plentiful. They had the country’s finest minds.
Goodness gracious, they launched Sputnik! They landed on Venus! How did it come to this?
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- Twitter: https://twitter.com/asianometry
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How Louis Vuitton Took Over Asia
170922 Like and subscribe. This is an archive, check the link in the end if you are owner. Moet Hennessy Louis Vuitton SE or LVMH is one of Europe's largest companies, with a market capitalization of $350 billion.
As of this writing, the company's co-founder and controlling shareholder Bernard Arnault is worth over $100 billion and is the third richest man in the world.
LVMH's fortunes have risen with the luxury boom in Asia - first in Japan and then China. In 2021, Asia including Japan delivered 26.7 billion euro of revenue - 60% more than the United States' 16.6 billion euro.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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The Coming AI Chip Boom
110722 Like and subscribe. This is an archive, check the link in the end if you are owner. Nvidia's GPU evolution kicked off the neural network revolution. However, while GPUs run neural network algorithms quite well, they are not specifically designed for it.
So companies have started to develop hardware customized for running specific AI algorithms - dubbed AI accelerators.
Today, the AI accelerator hardware market is estimated to be worth over $35 billion. Venture capitalists poured out nearly $2 billion for AI chip startups in 2021.
TSMC considers AI accelerator hardware as one of their top secular drivers in revenue for the near future. In this video, we are going to look at what these weird things actually are about.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
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India's Fintech Success: Unified Payments Interface
010722 Like and subscribe. This is an archive, check the link in the end if you are owner. Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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Ultrapure Water for Semiconductor Manufacturing
240622 Like and subscribe. This is an archive, check the link in the end if you are owner. It is the purest water you will ever know. And every day, chip factories are sloshing their wafers with it.
Ultrapure water or UPW is an industry term. A term that describes its product quite well. Water with purity requirements so strict, you're more likely to win the national lottery than to find a non-water molecule inside it.
Companies have contorted themselves into pretzels making ultrapure water. And the bar keep getting higher year after year. How pure can you possibly get?
In this short video, we are going to look at how semiconductor companies make the world's purest water.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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The Dark Side of Korea’s Education Obsession
030722 Like and subscribe. This is an archive, check the link in the end if you are owner. In 1980, the South Korean government banned college students and school teachers from making money through private tutoring.
It didn’t work. Few governments have tried more to corral their people’s private education spending than South Korea. Yet each year Koreans still spend billions of dollars of their own money - up to a third of their income - to send their kids to supplementary learning.
Excessive spending on the private education industry is an issue across Asia, but the education fever in South Korea is particularly strong. In this video, we are going to dive deeper into South Korea's ridiculous private education problem.
Corrections:
6:03 - Should be CEOs, Politicians and Judges, not CEOs CEOs CEOs. Some strong Ballmer energy there.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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How America Won Back Semiconductors from Japan
270622 Like and subscribe. This is an archive, check the link in the end if you are owner. Our last video on Japan's semiconductor industry ended with the industry at the very peak of its powers.
Taking place over the span of 30 years, the island country's rise to semiconductor supremacy shook the industrial foundations of the West.
The Japanese semiconductor industry once seemed invincible. But what goes up must come down. In this video, we look at Japan's semiconductor decline.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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China’s Massive Nearsightedness Problem
200622 Like and subscribe. This is an archive, check the link in the end if you are owner. China has a glasses problem. You might not quite see it because many people wear contacts or get LASIK. But many Chinese are nearsighted.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
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Silicon Photonics: The Next Silicon Revolution?
170622 Like and subscribe. This is an archive, check the link in the end if you are owner. My deepest thanks to friend of the channel Alex Sludds of MIT for suggesting this topic and helping me with critical resources. Check him out here: https://alexsludds.github.io
—
Silicon Photonics. What a cool-sounding word.
If MEMS is the result of applying modern nanoscale CMOS processes to the mechanical world, then doing the same for the optical realm gives us Silicon photonics.
In this video, I want to talk about another magic silicon technology. One that’s starting to make a splash in the contemporary technology world.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
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Where The Real Chip Shortage Is
140622 Like and subscribe. This is an archive, check the link in the end if you are owner. I have spent a lot of time on this channel talking about sexy, leading edge engineering things like Extreme Ultraviolet Lithography and so on.
But the reality is that the chip shortage's greatest hurt hits far from the leading edge. In this video, we are going to talk about the massive shortage in trailing-edge semiconductors, and why it's so hard to fix.
Check out Doug's newsletter: Fabricated Knowledge https://www.fabricatedknowledge.com/
Errata:
Over 100 fabs are 200 mm, not 200
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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Simulating the World To Train AI
130322 Like and subscribe. This is an archive, check the link in the end if you are owner. Recently, Nvidia announced a synthetic data engine for training artificial intelligence.
Synthetic, meaning that researchers can use it to generate fake images of the real world for training self-driving AIs.
The concept of leveraging modern open-world video games and their engines to create huge amounts of fake data for your AI might seem like a disaster in the making.
But recent events seem to imply the otherwise. Using computers to generate computer data so that we can train other computers is a trend that is working.
In this video, we are going to talk about training autonomous driving AIs with data from a synthetic world.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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How Japan Learned Semiconductors
040322 Like and subscribe. This is an archive, check the link in the end if you are owner. Japan's semiconductor story is unique in modern technology and business.
Coming out of World War II, the country rapidly gained competence in an emerging technology and became a global leader.
In this video, we look at the 30-year rise and peak of the Japanese semiconductor industry starting from the 1950s into the 1980s.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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The Sad Fall of a Philippine Steel Giant
040622 Like and subscribe. This is an archive, check the link in the end if you are owner. National Steel Corporation or NSC had once been the pride of Philippine industry. One of the biggest companies in the country, and a rare example of a well-run government owned company.
Over a span of twenty years, the company employed over 4,000 workers at Iligan City.
The Philippines had a head start on almost every other Asian country in building a steel industry. NSC could have been a global giant but a confluence of factors led to its decline and failure by 1999.
In this video, we will look at the rise and fall of a national champion.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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How TSMC Keeps Getting Better
020622 Like and subscribe. This is an archive, check the link in the end if you are owner. In 2021, TSMC fabbed about 12 to 13 million 300-millimeter wafers. Assuming each die is about 100 square millimeters large, that is about 8 billion chips. Eight billion.
Semiconductor manufacturing is the most sophisticated, unforgiving high volume production technology that has ever been done successfully. You need a lot of practice. The more chips that TSMC makes, the better it gets at it.
In this video, I want to talk about how a fab like TSMC improves their operations. How they think about yield, speed up throughput, and in general get better at wafer fabrication.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
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GE’s Molten Salt Battery Failure
290522 Like and subscribe. This is an archive, check the link in the end if you are owner. Hat tip to an anonymous subscriber for this topic suggestion.
In 2011, then-President Barack Obama visited a General Electric or GE facility in the town of Schenectady, New York. There, he mostly discussed wind turbine exports. But he also briefly mentioned an "advanced battery" business with great promise.
Obama was referring to a molten salt stationary battery technology branded as Durathon. GE CEO Jeff Immelt believed that it will become a billion dollar business.
But Durathon fell far short. In 2015, the company closed its battery manufacturing factory in New York after investing nearly $200 million. Nearly a hundred people lost their jobs.
In this video, we are going to look at General Electric's failed molten salt battery business venture.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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Going Nuclear to Desalinate Seawater
230522 Like and subscribe. This is an archive, check the link in the end if you are owner. Water, water, everywhere and not a drop to drink. Humans need freshwater and getting enough of it is an ever-present challenge.
Yet the earth is covered in water! Over half of the planet is ocean! The problem of course is that you cannot drink it because it is too salty.
Desalination is the process of removing salts from salty sea and brackish water to produce freshwater. The goal is simple, but the technologies are complicated and energy intensive. And we often power these processes with oil.
Ideally, we do not want to burn any more fossil fuels to get this water. And that is why people sometimes want to use nuclear energy to power the whole process.
Errata:
10:00 - Finland is part of the EU and thus is subject to EU tritiated water limits. Thanks to Axis for pointing this out.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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Why North Korea Worships the Kim Family
130222 Like and subscribe. This is an archive, check the link in the end if you are owner. In late August of 1945, Stalin and the Soviet Union appointed Kim Il-sung to lead the new occupation government in the northern part of the Korean Peninsula after the Japanese surrender.
Stalin probably would have preferred a Soviet Korean to run things. But those people had little familiarity with the Korean nation and Kim came highly recommended by his fellow guerrillas.
Over time, Kim Il-sung would purge his enemies, remove any challenge to his power, and center society completely around him. In this video, we look at how the Democratic People's Republic of Korea constructed a cult of personality around its founding father and his family.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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India’s Semiconductor Savior?
160522 Like and subscribe. This is an archive, check the link in the end if you are. Recently, Indian mining giant Vedanta Resources announced that they signed a Memorandum of Understanding with Taiwanese electronics assembler Foxconn to manufacture semiconductors in India.
In this video, we are going to look at what we know about the Vedanta-Foxconn joint venture and some of the nitty gritty details.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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China’s Lockdown Problem
090522 Like and subscribe. This is an archive, check the link in the end if you are. On May 11, 2021, Taiwan shut down schools, gyms, bars, and most public facilities. Their first COVID soft lockdown.
Restaurants stayed open, but can only do takeout or delivery. You can still go outside but there was little to do. Most people stayed at home and waited for it to blow over.
Taiwan has recently ended their zero-COVID policy. But China is sticking with theirs.
This means the ample use of lockdowns to isolate clusters - a treatment with wide-ranging economic consequences. Most prominently, they locked down the 25 million people of Shanghai. Hong Kong and Shenzhen have also recently went through their own lockdowns as well.
A lockdown is a drastic intervention with wide ranging economic damage. But is that damage permanent? In this video, I want to look at what a lockdown does to an economy.
Errata:
- I mashed up the pronunciation of Hubei. Sorry, guys. My mother is ashamed of me. Check the subtitles for the accurate spelling.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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MEMS: The Second Silicon Revolution?
080522 Like and subscribe. This is an archive, check the link in the end if you are. Imagine a tiny speaker as big as a microchip. Smaller than a penny and made entirely out of silicon. A speaker! That's the miracle of MEMS.
MEMS or Microelectromechanical Systems are microsystems with both electric and mechanical functions.
Built with the same advanced techniques that make today's integrated circuits, MEMS are everywhere around us.
The tech is miraculous but the industry has long struggled with several significant economic issues. In this video, we are going to look at the big problems with making small mechanical systems.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
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The Fall of Bitcoin in China
050522 Like and subscribe. This is an archive, check the link in the end if you are. As of this writing in 2022, the Chinese government has banned its citizens from trading or transacting in cryptocurrency. That includes Bitcoin, Ethereum and Tether, a stablecoin.
For a brief time, it seemed like Bitcoin could have gone mainstream in China. Recent government actions have turned that around. In this video, we look back at the world's first cryptocurrency in the People's Republic of China.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- The Podcast: https://anchor.fm/asianometry
- Twitter: https://twitter.com/asianometry
https://rumblevideoarchive.wordpress.com/
4
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