Asianometry Channel Archive

240422 Like and subscribe. This is an archive, check the link in the end if you are. New Zealand's biggest company, by far, is a dairy co-operative. With $14 billion USD ($20.6 billion NZD) total revenue in 2021, Fonterra Group is the country's juggernaut. A dairy company does way more than milk. And over the years, Fonterra has evolved and grown along with the New Zealand dairy industry to become a globe-spanning food giant. In this video, we are going to look at New Zealand’s biggest exporter and a cornerstone of its economy. 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/

150422 Like and subscribe. This is an archive, check the link in the end if you are. My thanks to a viewer and friend of the channel for recommending this topic. 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/

080422 Like and subscribe. This is an archive, check the link in the end if you are. An Extreme Ultraviolet lithography machine costs $150 million. That’s a lot of change. And it makes you wonder. Is having EUV really that big of a deal? You might have heard about this or that company managing to "achieve 7 nanometers" without the use of EUV. What should we make of that? Can we do 7nm chips without EUV? The answer is yes, but you won't want to. And they probably won’t work as well. In this video, we are going to look at why we so badly need EUV to make the next generation of semiconductors. And what companies have to go through without it. 5:30 - I misspoke. Meant to say 3-D gate rather than 3 gate. 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/

210422 Like and subscribe. This is an archive, check the link in the end if you are. The Indian economy is largely a service-based one. And the past few years has only seen that trend intensify. With one big exception: Pharmaceuticals. India has the third largest pharmaceutical industry by volume and the 11th largest by value - as of 2020. And it is growing extremely fast. India is the world's largest provider of generic drugs. The United States relies on India for 40% of its generics. In 2020, they exported $16 billion more of pharmaceuticals than they imported. These exports meet the strict standards and regulations of many countries around the world. India's pharmaceutical industry is legit. The story of how this industry came about is an interesting one. In this video, we look at how the Indian pharmaceutical industry started out as mere copycats, but then evolved throughout the value chain to become a global leader. 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/

310322 Like and subscribe. This is an archive, check the link in the end if you are. Modern chips own your life. For instance, take the A15 SOC that is sitting inside your iPhone. Inside that chip are multiple security assets of high corporate value: encryption keys, developer keys, DRM keys, and so on. Furthermore, imagine how much of your life's business is conducted through your mobile phone. For instance, my phone has my biometric information, my bank access information, passwords to all my services, and so on. Software security protections are frequently implemented with the tenet that "trust starts in silicon". But a house cannot be built on soft sand. Likewise, a secure system cannot be architectured on top of compromised hardware. In this video, I want to talk about the daunting problem of maintaining security in today's modern 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 https://rumblevideoarchive.wordpress.com/

220322 Like and subscribe. This is an archive, check the link in the end if you are. Intel recently announced plans to put two leading edge semiconductor fabs in the Eastern German city of Magdeburg. A silicon junction - pending government subsidies of course. It's a great thing for this city, which has long suffered from its share of heavy industry decline. I know that Germany isn't in Asia, but I have a special fondness for this particular subject. So I felt maybe it would be worth doing a little video about the matter - and what it means specifically for the people in this city. Links: - Watch TechTechPotato's video: https://youtu.be/_QOcO21b-p0 - 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/

211121 Like and subscribe. This is an archive, check the link in the end if you are. I recently attended the 2021 Meet Taipei Startup Festival in Taipei. It was a fantastic, 3-day event and I got to meet a variety of Taiwanese startups. Based on my short time there, I put together a list of small startups that I thought are doing something kind of special or noteworthy. 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/

231121 Like and subscribe. This is an archive, check the link in the end if you are. In 1978, 70% of all the world's lithography equipment came from an American supplier. As late as 1982, Americans still held 62% of the market. Seven years later in 1989, Japanese firms held 70% share of the market - led by their two lithography giants: Canon and Nikon. The American once-market leaders, rapidly declining. One loses $100 million by 1986. The other withdraws from the market entirely by 1989. The dominance of the Japanese lithography industry stunned the semiconductor world. Americans back home spilled gallons of ink, trying to figure out where it all went wrong. The answer, as always, is not what you might have expected. In this video, a prequel to my ASML video, we are going to look at Japan’s famous cross-industry effort to develop an indigenous semiconductor industry and conquer the global lithography market on the side. Links: - The Asianometry Newsletter: https://asianometry.substack.com - Patreon: https://www.patreon.com/Asianometry https://rumblevideoarchive.wordpress.com/

241021 Like and subscribe. This is an archive, check the link in the end if you are. I wanted to say a few things about Squid Game, that new Netflix show that everyone is watching. I just finished it a couple days ago. I have to say that I really enjoyed it. This is not a video review channel but I was compelled enough to share a few jumbled thoughts on this TV show. Note: I want to give huge props to the talented artist who drew this beautiful illustration for my thumbnail: Squirrel Paparazzi. Go follow them on Instagram @squirrelpaparazzi. 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/

190322 Like and subscribe. This is an archive, check the link in the end if you are. One of South Korea's greatest economic strengths is also one of their biggest economic weaknesses. Their country's economy is defined by a series of massive business groups with names familiar to everyone: Samsung, Hyundai, and LG. These groups power its export economy and dominate its people's everyday lives. They also manipulate the Korean economy to their own advantage, and pay millions to maintain corrupt ties with the highest levels of power in Korea. 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/

130322 Like and subscribe. This is an archive, check the link in the end if you are. A while ago, I did a video about Hong Kong's loss of its electronics manufacturing industry. Decent video. Did decently well. But the single loudest thing that people screamed at me in the comments section was: "Well the manufacturing went over to Shenzhen. And now Hong Kong can focus on providing services, which it's way better at! Why are you complaining!?" But I am making it clear here that de-manufacturing the Hong Kong economy was a mistake. Perhaps, even its biggest. In this video, we will look at what happens when an entire economy loses its ability to make things that people want. 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/

160922 Like and subscribe. This is an archive, check the link in the end if you are. In 1995, there were over thirty different companies competing with one another to build the best graphics chips for the personal computer. Six years later, there would be only three. With one clearly in the lead: Nvidia. As of this writing, Nvidia Corporation is the 15th biggest company in the world, worth half a trillion dollars. Their graphics cards sell out like gangbusters the second they come onto the market. And the company is seeking to buy ARM for $40 billion. In this video, we are going to look back into the past and see how a little startup came up from behind everyone else to dominate the graphics card industry on route to being the world-leading tech juggernaut it is today. Links: - The Asianometry Newsletter: https://asianometry.substack.com - Patreon: https://www.patreon.com/Asianometry https://rumblevideoarchive.wordpress.com/

030322 Like and subscribe. This is an archive, check the link in the end if you are. In late February 2022, Taiwan Semiconductor Manufacturing Company or TSMC announced that it would halt shipments to Russia per a new round of sanctions. The TSMC halt ended shipments from fabless companies like Baikal, MCST, Yadro and STC Module. Intel and AMD have stopped their shipments to Russia as well. In recent years, Russia has been looking to create their own supply of semiconductors. While there are some interesting domestic design successes, domestic capacity to manufacture those designs have been falling farther and farther behind. We find ourselves living in strange times. In this video, we are going to do an overview of Russia's ever-worsening domestic semiconductor manufacturing industry. Read Ian’s write up on the Elbrus: https://www.anandtech.com/show/15823/russias-elbrus-8cb-microarchitecture-8core-vliw-on-tsmc-28nm 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/

010322 Like and subscribe. This is an archive, check the link in the end if you are. The Society for Worldwide Interbank Financial Telecommunication or SWIFT provides financial messaging services to some 11,000 banks around the world. It is not a company, but rather a cooperative organization that arose to replace an outdated technology. Its powerful network has made it a crucial part of the global financial system. The Wikipedia page on this organization is quite comprehensive. So we have to go deeper. In this video, I want to write about SWIFT's unusual place in the financial world and what it means to lose access to it. 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/

110322 Like and subscribe. This is an archive, check the link in the end if you are. Note: I apologize in advance for all the Korean names I will inevitably mangle here. In this video we look at the rise and sudden fall of South Korea’s former President Park Geun-hye. The daughter of a former dictator. She presented herself as a nostalgic icon the Korean people could trust and turn to. And she stayed popular despite a number of corruption scandals. Then it all came tumbling down, really quickly. And in a really bizarre way. 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/

090322 Like and subscribe. This is an archive, check the link in the end if you are. Russia invading Ukraine has major potential effects on the global semiconductor production industry. Not because the countries host big semiconductor fabs, but because Ukraine is the world's leading supplier of neon gas. Neon gas is a critical material for the production of certain chips. And this has led to renewed concerns about another chip shortage. I have been asked to review the topic. In this brief video, we are going to take a look at how fabs use and conserve neon in the semiconductor manufacturing process. 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/

070322 Like and subscribe. This is an archive, check the link in the end if you are. In 2018, TSMC broke ground on Fab 18 near Tainan City in the south of Taiwan. Fab 18 is a monster. It sits on 103 acres and has a total floor space of 950,000 square meters (10.2 million square feet). That is about 3 times the size of AT&T Stadium in Dallas, Texas - home of the Dallas Cowboys. In total, across all of its phases, Fab 18 will cost TSMC nearly $20 billion to build and operate. More than the cost of the USS Gerald R. Ford, the US Navy's most advanced aircraft carrier. In this video, we are going to look at why TSMC's fabs are getting bigger and more expensive than ever before. And why that makes a lot of economic sense for the Taiwanese chip maker. 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/

250222 Like and subscribe. This is an archive, check the link in the end if you are. In the early 1970s it became clear that integrated circuits were going to be a big deal. New electronics systems had the potential to remake modern society. But as chips swelled to tens of thousands of transistors, designers began struggling with their increasing complexity. It threatened the advancement of the industry. Then in 1980, two computer scientists, Carver Mead and Lynn Conway, released a textbook that sparked a semiconductor design paradigm shift. In this video, we look at how VLSI systems design revolutionized the industry. 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/

041221 Like and subscribe. This is an archive, check the link in the end if you are. In 2019, Thailand exported nearly half a million cars worth over $9 billion. They are the 17th largest automotive exporter in the world. The third largest in Asia, and the biggest in Southeast Asia. Yet the country's success in building and exporting cars and car parts has largely gone under the radar. And that is for a specific reason. In this video, we are going to talk about how Thailand developed and nurtured an automotive export industry. And why it might not have turned out as successful as desired. 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/