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Date: 2025-01-04 Page is: DBtxt003.php txt00027525
INTERNATIONAL COMPETITION
CHINA: THE C19 AIRCRAFT AND ADVANCED CHIPS

BlowMe AI: China’s NEW Aircraft Just DUMPED All Boeing & Airbus Planes… What’s NEXT?
Also China manufacturing advanced chips (Is this real news or AI crativity?)


Original article: https://www.youtube.com/watch?v=YMXrDpZz51A
Peter Burgess COMMENTARY
The part of this video that is about chip manufacturing in China does not seem to be a fit with reality as I know it. The part about aircraft manufacturing seems to be reliable ... but maybe I am being duped!

My current view of this information is that it is an 'AI creation' with little substance ... and best ignored!

I am getting increasingly annoyed (as of October 10th 2024) at YouTube and Google for their total failure to distinguish between reality and 'faux' reality in all its forms in their information distribution!
Peter Burgess
China’s NEW Aircraft Just DUMPED All Boeing & Airbus Planes… What’s NEXT?

BlowMe AI

Sep 28, 2024

58.1K subscribers ... 63,530 views ... 915 likes

Join this channel to get access to perks: / @blowmeai

Transcript
  • 0:00
  • China's comac c919 is shaking up the commercial aircraft industry in a big way this $99
  • million jet isn't just another plane it's a direct challenge to the Boeing Airbus dominance that has ruled the
  • skies for decades and the big players are starting to feel the heat why the
  • c919 is not only priced lower than the A320 Neo and 737 Max 8 but it's also
  • backed by Massive government support in 2020 alone China funneled between 49
  • to 72 billion into comac research and development that kind of investment is
  • turning heads in boardrooms from Seattle to too built by the commercial aircraft
  • Corporation of China the c919 is designed to rival the Boeing 737 and
  • Airbus A320 aircraft that serve as the backbone of many Airline fleets worldwide the
  • debut of this Chinese airliner at an international show signaled a potential shift in the commercial Aviation

  • 1:04
  • landscape one that has been controlled by a duopoly for decades but here's where it gets really interesting bruny's
  • galip a just placed a $2 billion order for 30C 919 aircraft becoming the first
  • International customer for this Chinese Challenger this isn't just a purchase it's a vote of confidence that could
  • open the floodgates for more International orders and with China's domestic Market alone expected to need
  • over 8,000 new aircraft in the next two decades Boeing and Airbus could be facing a serious threat to their market
  • share China's journey into commercial Aviation manufacturing began in Earnest
  • with the founding of comac in 2008 the company has received over $70 billion in
  • state related support reflecting China's determination to establish itself in this high-tech industry this level of
  • investment underscores the Strategic importance China places on developing its own own commercial aircraft

  • 2:01
  • manufacturing capabilities both as a means of reducing Reliance on foreign manufacturers and as a Showcase of its
  • technological prowess the c919 project is a Cornerstone of this effort the
  • aircraft is a twin engine narrow body airliner measuring 128 ft in length it
  • can accommodate between 158 and 192 passengers depending on the
  • configuration putting it in direct competition with the Boeing 73 7 and Airbus a
  • 320 the c919 dimensions are comparable to its Western Rivals measuring 38.9 m
  • in length with a 35.8 M wingspan it's powered by two leap 1C engines from CFM
  • International a joint venture between GE Aviation and saffron aircraft engines
  • these engines offer a 15% reduction in fuel consumption compared to previous generations addressing both economic and

  • 3:00
  • environmental concerns comac has invested heavily in the c919 avionics to compete with
  • industry leaders the cockpit features a modern glass design with large LCD
  • displays enhancing pilot efficiency and awareness the aircraft incorporates a
  • full flyby wire control system matching the latest Airbus and Boeing models in
  • Flight control technology passenger Comfort was a key consideration in the c919 design
  • the cabin boasts larger overhead bins wider seats and advanced air filtration
  • systems these features aim to make the c919 competitive not just in terms of
  • cost but also in passenger experience the market potential for the c919 is
  • significant Boeing's commercial Market Outlook 2020 to 2039 projects global
  • commercial Fleet growth to 48,4 aircraft by 2039 with 43% of new

  • 4:00
  • deliveries destined for the asia-pacific region the first prototype of the c919
  • flew in 2017 and the aircraft entered service with state-owned China Eastern
  • Airlines in 2023 despite its impressive debut the
  • c919 faces significant challenges in its quest to compete on the global stage one
  • of the most notable issues is the aircraft's weight the c919 is heavy than its competitors
  • partly due to the use of aluminum instead of advanced composite materials for the wing box this extra weight
  • translates to reduced efficiency and a shorter range of 3,000 nautical miles
  • compared to the A320 3400 and the 737s
  • 3,500 nautical miles the c919 comes in at 99 million that's $12 million less
  • than an A320 Neo and $7 million less than a 737 Max 8 in an industry where

  • 5:03
  • every dollar counts these price differences are turning heads another major hurdle for the c919
  • is the lack of an international support network for maintenance and training this is a critical factor for Airlines
  • considering adopting a new aircraft type as the availability of spare parts maintenance facilities and trained
  • Personnel can significantly impact an Airlines operations and bottom line moreover the c919 supply chain presents
  • potential vulnerabilities about 60% of the c919 suppliers are American companies with
  • another third being European this dependency on Western components could prove problematic in the face of
  • geopolitical tensions potentially exposing the program to supply disruptions or export
  • restrictions certification hurdles present another significant obstacle
  • while the c919 is certified in China it has yet to receive approval from
  • European or American Aviation authorities this limits its potential Market reach as many countries rely on

  • 6:06
  • these certifications as a benchmark for Aviation safety comac has stated its
  • intention to seek European certification in 2024 but has not announced plans for
  • us certification despite these challenges recent events in the aviation industry have created opportunities for
  • the c919 Boeing one of the two dominant players in the market has faced a series
  • of setbacks in recent years these include two fatal 737 Max crashes in
  • 2018 and 2019 which led to a global grounding of the aircraft type and a more recent
  • incident in January 2024 where a door plug blew out during flight on a 737 Max
  • 9 these issues have led to increased scrutiny from Regulators damaged Boeing's reputation and caused
  • production delays potentially opening the door for new competitors the global Aviation Market is also

  • 7:02
  • experiencing a shortage of aircraft particularly in Asia where air travel demand is growing rapidly this shortage
  • exacerbated by production delays at Boeing has left Airlines scrambling for planes to meet passenger demand in this
  • context some carriers may be willing to consider the c919 as an alternative
  • especially if it can offer competitive pricing comac strategy involves a gradual Market entry focusing initially
  • on on the domestic Chinese market before expanding regionally this approach allows the company to build a track
  • record of safe operations and refine its product before tackling more competitive International markets the company aims
  • to ramp up production from 26 aircraft in 2024 to 72 annually by the end of the
  • decade targeting a 5% share of the global commercial aircraft Market currently comac has received over 800
  • orders for the c919 primarily from Chinese Airlines however there is

  • 8:00
  • growing interest from carriers in Southeast Asia Indonesia's transnusa partly owned by a Chinese leasing
  • company has already begun operating comac's smaller arj21 Regional Jet and
  • has expressed openness to the c919 this Regional expansion could serve as a stepping stone for comac's Global
  • Ambitions industry reactions to the c919 are mixed many analysts remain skeptical
  • about comac's ability to compete globally citing the aircraft's technical limitations and the company's lack of
  • experience in the commercial Aviation Market however others draw parallels to airbus's early days noting that the
  • European manufacturer also faced doubts before eventually challenging Boeing's dominance the c919 took to the skies
  • above Singapore for its first International outing the Singapore Air Show 2024 provided a crucial stage for the
  • c919 to demonstrate its capabilities to an international audience notably Boeing

  • 9:00
  • did not bring any commercial aircraft to the show Shifting the spotlight to Airbus and the
  • c919 this absence underscored Boeing's ongoing challenges and the changing dynamics of the commercial Aviation
  • Market Boeing's recent difficulties extend beyond safety concerns the company reported a decline in aircraft
  • orders and deliveries in January 2024 delivering only 27 planes compared to 67
  • in December 2023 the Federal Aviation administ ation has halted Boeing's planned production increases and is
  • conducting audits of the company's manufacturing processes further complicating the American manufacturers
  • recovery efforts these developments occur against the backdrop of China's broader Ambitions in Aerospace and
  • defense the country has been investing heavily in various Aerospace projects from commercial Aviation to space
  • exploration as part of its strategy to become a global technological leader the
  • c919 program is just one piece of this larger puzzle reflecting China's

  • 10:02
  • determination to compete in high-tech Industries traditionally dominated by Western Nations as the c919 takes its
  • first steps onto the international stage the aviation industry watches with Keen
  • interest while significant hurdles Remain the aircraft represents China's determination to challenge the
  • established order in commercial Aviation the coming years will reveal whether the c919 can truly compete on a global scale
  • and potentially reshape the Dynamics of the commercial aircraft Market the story of the c919 is not just about a new
  • airplane it's about the shifting balance of technological and economic power in the 21st
  • century as China continues to invest in high-tech Industries its ability to compete in sectors long dominated by
  • Western companies will have far-reaching implications for global trade technology
  • and geopolitics for Airlines the entry of a new player in the commercial
  • aircraft Market could lead to increased competition and potentially more choices

  • 11:04
  • when it comes to Fleet planning however Airlines will need to carefully consider factors such as
  • operating costs reliability and long-term support before adopting a new aircraft type like the
  • c919 for passengers the impact of the c91 9's entry into the market may be
  • less immediately apparent however increased competition in aircraft manufacturing could potentially lead to
  • Innovations in aircraft design and passenger comfort as manufacturers strive to differentiate their products
  • as the c919 continues its Journey from concept to commercial reality it serves
  • as a tangible symbol of China's technological Ambitions and its quest to reshape Global Industries whether it
  • ultimately succeeds in challenging the Boeing Airbus duopoly or not the c919
  • has already made history by bringing China into the exclusive Club of Nations capable of producing large commercial

  • 12:01
  • airliners China's comac c919 is Making Waves that are rocking
  • the very foundations of the commercial aircraft industry this isn't just another plane it's a $99 million
  • challenge to the Boeing Airbus duopoly that's had a strangle hold on our skies for decades and guess what the big
  • players are starting to sweat why because the c919 isn't just undercutting
  • the A320 Neo and 7 37 max aid on price
  • it's backed by the full might of the Chinese government with a whopping $49 billion to $72 billion pumped into comac
  • for research and development in 2020 alone that's the kind of cash that turns heads and raises eyebrows in boardrooms
  • from Seattle to too but here's where it gets really interesting brunai Gallop air just placed a 2 billion doll order
  • for 30 c919 aircraft becoming the first International C customer for this
  • Chinese Challenger this isn't just a purchase it's a vote of confidence that could open the floodgates for more

  • 13:06
  • International orders and with China's domestic Market alone expected to need over 8,000 new aircraft in the next two
  • decades Boeing an Airbus could be facing a serious threat to their market share the c919 isn't just about competing on
  • price though it's packing some serious Tech including a composite horizontal stabilizer and a flyby wire flight
  • control system while it may not be revolutionary it's a clear statement of China's ambition to play in the big
  • leagues of aviation technology now let's talk numbers the c919 can seat between 158 and 192
  • passengers putting it right in the sweet spot for single Isle Jets its extended range variant can fly up to 3,000
  • nautical miles not quite matching its Western Rivals but impressive for a first attempt and remember that $99
  • million price tag that's a to $12 million less than an A320 Neo and $7

  • 14:03
  • million less than a 737 Max 8 in an industry where margins matter those
  • figures are turning heads but it's not all smooth flying for comac and the c919 they're facing some serious
  • turbulence in the form of regulatory hurdles without certification from heavyweights like the FAA and Isa the
  • c919 international Ambitions could be grounded before they even take off and let's not forget the of building a
  • Global support network for maintenance and spare parts an area where Boeing and Airbus have Decades of experience
  • perhaps the biggest challenge though is perception there's still skepticism in some quarters about the quality and
  • safety of Chinese made aircraft comac will need to work overtime to build trust and prove that the c919 can go
  • toe-to-toe with its Western competitors in terms of reliability and performance despite these challenges it would be a
  • mistake to underestimate comac and the c919 the Chinese government has made it

  • 15:03
  • crystal clear that developing a worldclass aviation industry is a national priority and they're putting
  • their money where their mouth is this isn't just about building planes it's about reshaping the global balance of
  • power in the aviation industry and comac isn't going it alone the
  • c919 project involves Partnerships with numerous Western companies including CFM
  • International for engine honey well for avionics and leir for the landing gear system this collaboration brings
  • valuable expertise to the table and helps mitigate some of the technical risks let's dive deeper into the c919
  • specifications the aircraft is 38.9 M long with a wingspan of 35.8 M
  • comparable to its Western counterparts it's powered by two leap 1C engines developed by CFM International a joint
  • venture between GE Aviation and saffron aircraft engines these engines are designed to reduce

  • 16:01
  • fuel consumption by 15% compared to previous generation engines a significant selling point in an era of
  • rising fuel costs and environmental concerns the c919 avionic system is
  • another area where comac has aimed to compete with the best the cockpit features a state-of-the-art glass
  • cockpit with large LCD displays reducing pilot workload and enhancing situational
  • awareness the aircraft also incorporates a full flyby wire control system putting
  • it on par with the latest offerings from Airbus and Boeing in terms of flight control technology in terms of materials
  • the c919 uses a mix of aluminum and composite materials while not as
  • advanced as the latest Western aircraft in terms of composite usage it still represents a significant step forward
  • for China's Aerospace industry the use of composits in key areas like the horizontal stabilizer helps reduce
  • weight and improve fuel efficiency comac has also focused on passenger comfort in

  • 17:03
  • the c919 design the cabin features larger overhead bins wider seats and
  • improved air filtration systems these features are designed to make the c919
  • competitive not just on price but also on passenger experience the order book
  • for the c919 is growing as of now comac claims to have received over 1,000 orders and
  • commitments for the aircraft primarily from Chinese Airlines and leasing companies while this number is
  • impressive it's worth noting that many of these are tentative agreements rather than firm orders still it demonstrates
  • the significant interest in the aircraft particularly within China looking at the broader Market the potential for the
  • c919 is enormous according to Boeing's commercial Market Outlook 2020 to 2039
  • the global commercial Fleet is expected to grow to 48,4 aircraft craft by 2039 with 43% of

  • 18:02
  • all new deliveries going to the asia-pacific region if comac can capture even a small portion of this Market it
  • could significantly disrupt the current duopoly the c919 is just the beginning
  • of comac Ambitions the company is already working on a widebody aircraft the
  • cr929 in collaboration with Russia's United aircraft Corporation this
  • aircraft is aimed at competing with the Boeing 787 and Air bus a350 further
  • expanding China's presence in the commercial Aviation Market the impact of the
  • c919 extends Beyond Just Aircraft sales it's part of China's broader strategy to
  • move up the value chain in manufacturing and become a leader in high-tech Industries success in commercial
  • Aviation could have spillover effects into other sectors boosting China's overall technological capabilities for
  • Airlines the entry of the c919 into into the market could provide more options

  • 19:00
  • and potentially lower costs competition tends to drive Innovation and efficiency
  • which could benefit carriers and passengers alike however Airlines will need to carefully weigh the potential
  • savings against the challenges of introducing a new aircraft type into their fleets the geopolitical
  • implications of the c91 19's development are also significant as tensions between
  • China and Western countries continue the aviation industry could become another arena for competition and potential
  • conflict trade restrictions or sanctions could impact comac's ability to Source components or sell aircraft to certain
  • markets the comac c919 represents a bold challenge to the established order in commercial Aviation
  • while it faces significant hurdles its potential to disrupt the market shouldn't be underestimated as the
  • aircraft moves closer to widespread commercial service all eyes will be on its performance reliability and Market
  • acceptance the next few years will be crucial in determining whether the c919 can truly shake up the commercial

  • 20:03
  • Aviation landscape China's Aviation Ambitions SAR to new heights as galip a
  • a brunai based Airline places the first International order for 30 comac c919
  • aircraft this $2 billion deal doesn't just add new planes to a fleet it
  • challenges the long-standing Boeing Airbus duopoly and potentially reshapes the future of commercial Aviation is
  • this the beginning of a new era in the skies the agreement Inked during the China oan Expo marks a significant
  • milestone in cooperation between China's domestic aircraft manufacturer and a foreign Airline galip a is set to become
  • the world's first overseas airline to adopt China's domestic large aircraft as its primary Fleet and the first
  • International user of freighter and medical Business Jet variants of the arj21 for decades Boeing and Airbus have
  • dominated the commercial air Craft Market creating a duopoly that seemed impenetrable now with comac

  • 21:04
  • c919 entering the international stage we're witnessing a potential shift in the balance of power within the aviation
  • industry the c919 China's answer to the Airbus a 320
  • and Boeing 737 represents years of research development and significant investment
  • with a seating capacity of 158 to 192 passengers it's designed to compete
  • directly with the most popular single Isle jets in the world galip's decision to order the c919 is a bold statement of
  • confidence in Chinese Aviation Technology this vote of confidence could encourage other airlines to consider the
  • c919 potentially disrupting the Boeing Airbus duopoly the implications of this
  • deal extend beyond aircraft sales it's a strategic move that could deepen China
  • oan ties and contribute to the construction of the Guang Shi brunai economic Corridor Gallup a plans to use

  • 22:03
  • these Chinese made aircraft to strengthen Aviation connections with China with initial launch destinations
  • likely to be nanning and gilin in South China's Guang Xiang autonomous region
  • however comac and the c919 face significant challenges one of the biggest hurdles is obtaining
  • certification from International Aviation authorities like the Federal Aviation Administration and European
  • Union Aviation safety agency without these certifications the c919
  • ability to operate in major International markets will be limited moreover comac needs to ramp up
  • production ensure consistent quality control and build a robust Global support network for maintenance and
  • spare parts these are not trivial tasks especially for a relatively new player in the commercial aircraft Market
  • despite these challenges the potential impact of the c919 entry into the international market is enormous
  • if successful it could lead to increased competition in the aircraft manufacturing industry potentially

  • 23:04
  • resulting in more Innovation better products and possibly lower costs for Airlines and passengers alike the c919
  • has already completed its inaugural commercial flight from Shanghai to Beijing marking a significant milestone
  • for China's aviation industry according to he dong fun chairman of comac orders
  • for the c919 have reached an impressive 1,6 1 units with two already delivered
  • it's not just about the c919 either comac's Regional Jet the
  • arj21 is also gaining traction with 112 aircraft already in service and 775
  • orders on the books it's clear that comac is making significant inroads in the commercial Aviation Market giper
  • itself is an interesting player in this story as a new Airline providing hybrid Flight Services its positioning itself
  • as a complement to Royal brunai Airlines effectively becoming bruni's second flag carrier their long-term Vision involves

  • 24:06
  • building a Southeast Asian Air transport hub using Chinese made aircraft a
  • strategy that could have far-reaching implications for Regional Air travel this deal between galip a and comac is
  • more than just a business transaction it's a symbol of the changing Dynamics in global Aviation it represents China's
  • ambition to become a major player in the high-end manufacturing industry and its growing influence in the global economy
  • if the c919 proves successful we could see a more diverse and competitive aircraft Market this could lead to
  • accelerated Innovation as Boeing and Airbus work to maintain their Market positions Airlines might have more
  • choices when it comes to Fleet planning potentially leading to more efficient operations and better service for
  • passengers however the road ahead for comac and the c919 is not without obstacles they need
  • to prove they can deliver on their promises meet stringent International safety standards and build a reputation

  • 25:05
  • for reliability the aviation industry is notoriously unforgiving when it comes to
  • safety and performance and comac will need to meet these high standards consistently geopolitical factors could
  • play a significant role in the c919 international success trade
  • tensions and technological competition between China and Western countries could impact the aircraft's adoption in
  • certain markets the c919 is not just an aircraft it's a symbol of China's technological prowess
  • and its ambition to compete on the global stage years of research development and investment have gone
  • into creating this aircraft and it's a testament to China's engineering capabilities the c919 designed for short
  • to medium Hall flights boasts impressive features it's fuele efficient environmentally friendly and offers a
  • comfortable passenger experience in many ways it's comparable to its Western counterparts the Airbus a 320

  • 26:03
  • Neo and Boeing 737 Max galip though not a household name like Emirates or
  • Singapore Airlines is making a bold move with this order based in brunai this ambitious Airline is eager to expand its
  • reach and connect southeast Asia to the world ordering 30C 919 aircraft is a
  • clear signal of their ambition and their Readiness to take on the big players in the aviation indust industry while the
  • framework agreement has been signed the deal isn't finalized yet the c919 still
  • needs to receive type certification from the European Union Aviation safety Agency for it to operate commercially in
  • Europe This certification is crucial for comac and galip as it's a stamp of approval from a globally recognized
  • Authority assuring passengers and Airlines alike of the aircraft's safety and airworthiness deliveries are
  • expected to begin in the third quarter of 2024 but this is contingent on the

  • 27:02
  • c919 receiving easa certification it's a waiting game for now but the anticipation is building in this order
  • isn't just about 30 planes it's a symbolic victory for comac marking their arrival as a serious player in the
  • global Aviation market for China it's a matter of national pride the
  • c99 represents their technological advancement and their ability to compete in a highly complex and competitive
  • industry this deal has the potential to reshape the aviation landscape fostering
  • competition driving Innovation and ultimately benefiting passengers worldwide of course with any new
  • entrance in a competitive market there are bound to be challenges the aviation industry is no exception and the
  • introduction of the comac c919 is stirring up quite a bit of conversation the c919 faces stiff
  • competition from established players like the Airbus a 3 20 Neo and Boeing
  • 737 Max these aircraft have been the backbone of many airlines fleets for years and come with a proven track

  • 28:06
  • record of reliability and performance the c919 on the other hand is the new kit on the Block and has a lot to prove
  • some industry experts have raised concerns about the c91 19's ability to match the production capacity of its
  • Rivals which could pose a risk if geopolitical tensions rise additionally ramping up production to meet Global
  • demand is a significant challenge that comac will need to address others question whether Airlines and passengers
  • particularly in Western markets will be willing to embrace a chinese-made aircraft there are concerns about the
  • perception of quality and safety as well as potential biases against products from China Airlines will need to be
  • convinced that the c919 can deliver the same level of performance and reliability as its
  • Western counterparts these are valid concerns and only time will tell how com addresses them the company will need to

  • 29:00
  • work hard to build trust and demonstrate that the c919 is a viable alternative to the
  • established players this will involve not only proving the aircraft's technical capabilities but also ensuring
  • that it meets the stringent regulatory requirements of different markets however the c919 entry into the market
  • is undoubtedly a positive development fostering competition and potentially driving down costs for Airlines and
  • passengers alike increased competition can lead to Innovation and improvements in the industry benefiting everyone
  • involved the success of the c919 could also pave the way for more entrance from
  • other regions further diversifying the market and providing more options for Airlines and passengers the aviation
  • industry is on the cusp of significant change the entry of the c919 into the international market represents not just
  • a new aircraft but a potential shift in the global balance of power in aviation manufacturing the success uccess or
  • failure of the c919 could have far-reaching implications for the future of air travel potentially affecting

  • 30:05
  • everything from ticket prices to the types of aircraft will be flying in for years to come what are your thoughts on
  • this deal do you think the c919 has what it takes to compete with the established players or will the
  • challenges prove too much for comac to overcome
  • share your views in the comments below


  • think of semiconductors as the oil of the 21st century


  • just as oil fueled the Industrial Revolution these
  • tiny chips are powering our digital Revolution well China's Huawei is challenging Nvidia with a new chip for
  • artificial intelligence according to the Wall Street Journal Huawei has reportedly told potential clients that
  • the chip is comparable to nvidia's h100 in a stunning development that's
  • sending shock waves through the tech World Huawei has unveiled its latest high-end AI chip the Ascend 90010 C this
  • isn't just another processor it's a direct challenge to nvidia's h100 the

  • 31:01
  • current gold standard in AI Computing the Ascend 910c isn't just a
  • technological achievement it's a bold statement in the ongoing silicon showdown between the US and China if
  • huawei's claims hold up this chip could potentially reshape the global AI landscape tilting the scales of
  • technological power in China's favor in 2022 the US decided to play hard ball
  • withina China's Tech Ambitions they rolled out strict export controls
  • telling American companies no selling topnotch chips or chipm gear to China
  • the goal was clear keep China from accessing cuttingedge semiconductor technology and slow its technological
  • advancement but here's where it gets interesting faced with this digital blockade China didn't throw in the towel
  • instead they launched a massive allout push to develop their own chip technology we're talking billions of

  • 32:01
  • dollars poured into research and development state-of-the-art facilities popping up across the country and a
  • national rallying cry for Tech Independence despite or perhaps because of the US restrictions China's
  • semiconductor production has skyrocketed we're seeing a jaw-dropping 29% increase
  • compared to the previous year but that's not all in a move that's left analysts scratching their heads China managed to
  • import over 1,000 Advanced lithograph machines each of these machines costs
  • around $10 million do the math and you're looking at a serious investment in chipm muscle
  • Dr deer Ernst a leading expert in the tech World puts it this way China's push
  • for Tech self-reliance is accelerating in response to us pressures in other
  • words the harder the US pushes the harder China pushes back this unexpected
  • turn of events is raising a critical question did did America's chip ban accidentally light a fire under China's

  • 33:01
  • semiconductor industry it's as if the US attempt to put out a fire has instead
  • doused it with gasoline The Fallout from this semiconductor Showdown extends far
  • beyond geopolitics remember the great chip shortage of 2021 that made buying a new
  • car feel like scoring tickets to a soldout concert that was just a preview of how chip politics can disrupt daily
  • life now consider the implication of China potentially dominating chip production it's not just about consumer
  • electronics we're talking about the foundation of emerging Technologies like AI Quantum Computing and 6G networks
  • these gamechanging Innovations all hinge on Advanced semiconductors whoever leads in chips
  • leads in these transformative Technologies and right now China's making a serious play for the top spot
  • the US government's concerns go beyond economic competition the revised rules
  • were clear about us worries over China's plans for advanced AI capabilities the

  • 34:05
  • document stated Advanced AI capabilities facilitated by supercomputing built on
  • Advanced semiconductors present US National Security concerns because they can be used to improve the speed and
  • accuracy of military decision-making planning and Logistics they can also be used for cognitive electronic warfare
  • radar signals intelligence and jamming the this statement underscores the Dual
  • use nature of semiconductor technology what powers your smartphone could also
  • enhance military capabilities blurring the lines between civilian and defense Technologies China isn't taking these
  • restrictions lying down in response to the latest us moves China has criticized
  • the new rules stating they will disrupt the international semiconductor Market
  • as well as cooperation among Enterprises but China's actions speak
  • louder than words reports suggest that China is taking steps to block the use

  • 35:04
  • of American processors in government computers instead favoring Chinese
  • Chips new guidelines reportedly instruct government offices and Chinese Communist
  • Party entities above the township level to use safe and reliable systems
  • including processors and operating systems developed by Chinese companies this push for self-reliance extends to
  • chip manufacturing as well various provincial governments in China are ramping up subsidies for chip
  • manufacturing companies like semiconductor manufacturing International Corp and Huawei appear to
  • be major beneficiaries of these subsidies in Shanghai alone 191 major
  • projects are set to be subsidized including two of smic's 300 millimeter
  • production lines currently under construction the US isn't throwing in the towel just yet
  • enter the chips act a massive 52 billion investment aimed at boosting domestic

  • 36:03
  • chip production it's an attempt to rebuild America's semiconductor muscle which has atrophied over Decades of
  • Outsourcing the results are starting to show there's been a surge in electronics Factory spending in the US with
  • Investments hovering near all-time Highs but here's the rub while America's
  • buildout is impressive it's still playing catchup to China's Breakneck Pace while the US government has been
  • successful in getting its companies and Allied Partners to comply with tighter regulations Western companies are not
  • particularly happy at the prospect of losing China's business Nvidia for instance used to have a 90% share of
  • China's AI chip Market the company's head Jensen hang reportedly said in June
  • last year that continuing us export control regulations will lead to permanent loss of opportunities for the
  • US industry asml another critical player in the ship and semiconductor industry
  • has also raised concerns asml CEO Peter wenink warned

  • 37:04
  • that cutting off China could drive Innovation within the country potentially making China more
  • competitive at the cost of others he stated there are 1.4 billion Chinese
  • many of them smart they come up with solutions that we have not yet thought of you force them to become very
  • innovative


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