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Can #Intel end America's dependence on Taiwan for #chips? #madeinamerica #tech #semiconductors
Can #Intel end America's dependence on Taiwan for #chips? #madeinamerica #tech #semiconductors
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ترجمة (66)
0:00
Taiwan governs itself, but China claims
0:03
[music] it as its own and has repeatedly
0:05
threatened to take it by force. If
0:08
conflict breaks out on the island, the
0:10
US could lose access [music] to many of
0:13
its most advanced chips almost
0:15
overnight. So, whoever controls that
0:18
supply would hold enormous leverage over
0:20
the technology that runs the world.
0:23
>> There is vulnerability [music] in every
0:25
part of the supply chain. It could be
0:27
materials-related, it could [music] be
0:29
equipment-manufacturing-related.
0:32
>> That's why Washington is pushing for
0:34
more chip-making in the US, sometimes
0:37
deploying tariffs as a threat. It also
0:40
offered TSMC financial incentives,
0:43
including tax credits, to build new
0:45
plants in America. But the company is
0:49
headquartered in Taiwan.
0:51
And a lot of its most advanced
0:53
manufacturing [music]
0:54
is still based there. That's why Intel's
0:57
comeback matters.
0:59
>> Intel's invested heavily in improving
1:02
that supply chain [music] resiliency.
1:03
It's more local for local. Made in
1:05
America versus American-made
1:08
>> [music]
1:08
>> is something that we should really think
1:11
much harder on.
1:13
>> So far, Washington has pledged about $11
1:16
billion
1:17
to help Intel build [music] back up,
1:20
even taking a 10% stake in the company.
1:24
But even with government help, building
1:26
a fab in the US costs about 10% more
1:29
than it does in Taiwan. And running it
1:32
is about 35% more expensive.
1:35
And while Intel itself has set aside
1:37
$100 billion
1:39
to build plants across America in the
1:41
coming years, its rival TSMC has gone
1:44
even [music] bigger, budgeting $165
1:47
billion
1:48
into its US build-out. So, what would
1:51
you say
1:52
to skeptics that say
1:55
Intel foundry [music]
1:57
can't compete?
1:58
>> I don't see it as a competition with
2:00
TSMC [music] or Samsung.
2:03
When we look at the future, the demand
2:05
is going to continue to grow for
2:07
semiconductors.
2:09
And there's going to be a need for
2:10
continued innovation. [music]
2:12
When we talk about semiconductors in
2:14
United States, everyone thinks
2:16
manufacturing. Because yes,
2:18
manufacturing brings more jobs.
2:20
Manufacturing has more [music] scale.
2:22
Manufacturing builds huge facilities.
2:25
But the engine behind manufacturing is
2:27
technology development. We are staying
2:30
ahead of technology development.
