Science & Technology
AI’s Single Point of Failure | Rob Toews | TED
“The world’s most important advanced technology is nearly all produced in a single facility,” says AI expert Rob Toews. He describes how one company in Taiwan, TSMC, manufactures nearly all the most advanced semiconductor chips — a crucial technology that powers everything from phones to electric vehicles to next-generation artificial intelligence — and breaks down…
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@andybaldman
December 14, 2023 at 1:51 pm
People don’t want AI.
Corporations do.
@user-yv4gg7jb2f
December 14, 2023 at 2:02 pm
well ok
@Yuusou.
December 14, 2023 at 2:06 pm
Rob forgot to mention that Germany receives two new fabs as well: one from Intel and one from TSMC. The EU will become a strategic pillar in the future of chip production.
@roberthancock3539
December 14, 2023 at 2:43 pm
Great presentation. Everyone the federal government should watch it.
There’s a very grim possibility completely countering the hope of the “silicon shield” doctrine regarding Taiwan. Look at it through Xi Xinping’s eyes…
The U.S. has effectively cut off China from easy access to the most advanced AI chips. If China can’t compete in the AI space as a result, it could arguably benefit from denying similar access to the U.S. by destroying TSMC’s production of them–either by invading Taiwan or just directly attacking it’s facilities.
In my opinion, the current policy of denying China access to the best chips might actually increase rather than decrease the likelihood of a Taiwan invasion. I’m not suggesting the policy is a bad idea, given the danger to the world posed by the possibility of China dominating the AI space, but I’m pretty sure we shouldn’t rely on the “silicon shield” doctrine.
I don’t know what it would take to do this, but it seems like the very best thing the U.S. could do is whatever it takes to throw enough resources at TSMC to build equivalent manufacturing capacity on American soil rather than just incentivizing them to build the new plant which only has 5% of their current capacity.
What does everyone else think?
@nosult3220
December 14, 2023 at 2:45 pm
Yeah but this being solved rn ?
@kevinvarghese9919
December 14, 2023 at 3:00 pm
duh.. it an be a delay; but not the end
@rojorogerio2413
December 14, 2023 at 3:15 pm
Someone just told me AI stands for artificial intelligence, I always thought it stood for Absolute Insanity
@JJs_playground
December 14, 2023 at 3:23 pm
That’s why TSMC is opening up a fabrication plants (fabs) in the US and Intel is reshoring their plants in the US as part of the Biden administration’s CHIPS and science act.
@sahanda2000
December 14, 2023 at 3:27 pm
who is this guy anyway? does he from TSMC or has chip design/manufacture background? don’t think so… a very shallow talk on a deep subject…
@danieldilly
December 14, 2023 at 3:27 pm
All of this is under the assumption that AI will not ultimately lead to large negative impacts to humanity and society (ecomonically, pscyhologically, etc). Perhaps it would actually be best if chip production was disrupted. Maybe we’d be better off evolving and progressing without AI. We’re moving at a rapid pace and we can’t even fathom the consequences because we don’t even know what the capabilities will be for these models we’re creating. We train them to do one thing but they end up showing qualities that we could never account for. And with the current state of geopolitics and income disparity, unless we have some very noble people in control this might not end well that way either.
@Midnight24435
December 14, 2023 at 4:03 pm
AI is here to stay, and since Uncle Biden has stepped in with an executive order preventing AI exports to China, that guarantees some portions of AI advancements are going to become classified. The US cannot jeopardize its position as the #1 superpower because Lord knows what would happen if malicious actors in other nations got their hands on a highly advanced, highly-capable AI.
@ArthurPhulusa568
December 14, 2023 at 3:34 pm
It’s scary how countermeasures are being taken as if it’s almost certain that China will invade
@billysweird
December 14, 2023 at 4:02 pm
There’s local LLMs that are almost 80% efficiency of gpt4. There’s no way to stop AI from progressing regardless of platform. This is propaganda BS
@yapdog
December 14, 2023 at 4:13 pm
A fab facility is being built in Arizona, partially made possible by the CHIPS act. My wife works for the company building that facility for TSMC. There are other facilities planned right here in the U.S. Sure, it won’t solve the problem entirely, but it’s a very good start. Further, those suggesting that China will attack Taiwan within the next 5 years are alarmists. Yes, it’s possible, but not very likely.
@yapdog
December 14, 2023 at 4:17 pm
A halt to what were calling A.I. today would actually be a good thing.
@user-cz1dq6yn1z
December 14, 2023 at 4:44 pm
Why don’t we just let A.I. design itself a schematic for a better chip? With what we have, or can easily obtain?
😂😂😂
@trnogger
December 14, 2023 at 7:40 pm
How do you think it is done today? AI is used to optimise the chip layout, AI is used to calculate and minimise the interferences during lithography, the chips are produced by robots. AI is already the backbone of the chip industry.
@c-shepard
December 14, 2023 at 5:53 pm
We already have the infrastructure and technology in place to handle AI processing. Considering task efficiency will only improve, AI isn’t even remotely hardware dependant at this stage. We should be worried about internet distruption and control then hardware shortages at this point.
@viktor.egelund
December 14, 2023 at 6:21 pm
11:13 Why would this be devastating for humanity?
We’ve made it this far on subpar chips and without advanced AI.
@choppergirl
December 14, 2023 at 6:38 pm
All they have to do is move the factory.
If the Russians in WW2 can do it to all their factories while the Naz1s are tearing right into their belly, than one company can move themselves.
Or do what’s right, and give Taiwan back to China. Like you are suppose to. China sells all sorts of stuff to the west, I am sure they would continue to sell TSMC chips.
@mattvanderlugt2981
December 14, 2023 at 6:42 pm
And ASML makes their equipment that no one else has been able to make. This talk should be about ASML mate!
@MS-nj9le
December 14, 2023 at 6:44 pm
You are suppose to do what is right, and give Taiwan back to China when the lease expires.
Statism, it’s based upon laws, until suddenly those laws aren’t convenient for it, and then it thinks it can just override them to suit it’s benefit. It don’t like work like that.
@Sam-nb1rm
December 14, 2023 at 7:03 pm
The assumption of your thinking is that it is right to give Taiwan back to China, but I don’t see any how it is reasonable at all
@alvacardona6243
December 14, 2023 at 7:06 pm
We never think about the geopolitical factors that influence the Tech industry. Maybe be should be paying more attention to what goes on in other parts of the world. 🤔
@g0d182
December 14, 2023 at 7:24 pm
Oh my, intriguing
@RickySupriyadi
December 14, 2023 at 7:49 pm
well well the course of history won’t be the same if copyright isn’t work this way
@rudyponzio5871
December 14, 2023 at 8:02 pm
Would A.I. robots ever contact another one because the other had been thinking about it? Would a robot ever pass away of a broken heart?
@v8telecom308
December 14, 2023 at 9:25 pm
isn’t TSMC moved to the USA already?
@asmacarthur
December 14, 2023 at 9:29 pm
How many of the attendees voted for Biden?
@mikechoi1577
December 14, 2023 at 10:09 pm
ww3😮💨
@adrees
December 14, 2023 at 10:22 pm
AI has changed our world in ways we have yet to imagine. We will have the privilege of finding out how we will be benefiting from this cutting edge technology in the coming years as the users start imaginatively pushing them to the edge of their functionality. TSMC and the few other semiconductor manufacturers are the only ones who can produce the hardware that these technologies rely on to deliver us our advanced modern chips. As of now, Taiwan has fortunately made itself almost invaluable by having the monopoly on the bleeding edge of technology. I hope that this prevents any escalation from occurring as it would set us back a decade. There are so many positives to be had but the world’s governments take action based on fears. This is the only world we have and conflict is never the best solution. I hope the evolutionary fear of loss keeps everyone at bay.
@Nypics
December 14, 2023 at 10:45 pm
Intel has several new fabs coming online for 3 and 2nm processes in the next 2 years – that should both alleviate this failure point and bring money back to the US – a win-win…
@ytb3748
December 14, 2023 at 11:21 pm
What he forgot to mention that Huawei (Chinese company) managed to manufacture a 7nm chimps back in September
I don’t believe it’ll take the Chinese long to catch with the TSMC and ultimately produce the 3 or 2 nm chips
@i-publishinghouseghana432
December 15, 2023 at 12:48 am
Testing timestamps 5:00
3:00 hello world
@lis7742
December 15, 2023 at 1:04 am
We have a small company here in Norway that produces semiconductors. I tried to ask them if they are planning on expanding their facilities and start making more and better chips, but they only answered that they hope I understand that there’s a lot that has to be a secret in this regard. Europe, not only one or two countries here, must start making highly advanced chips as well.
@skyline.....
December 15, 2023 at 1:40 am
he is robot ?
@stevechrisman3185
December 15, 2023 at 1:54 am
Perhaps a blessing in disguise – the slowdown in AI development we quite possibly need.
@mkk-un9nz
December 15, 2023 at 2:25 am
The world is near the end i can feel it
@weiweili5390
December 15, 2023 at 2:33 am
Technology and AI will develop even the best company is buried for various reasons. No company is irreplaceable.
@tariqueanwar8346
December 15, 2023 at 3:21 am
VC bro turned the most obvious thought into a talk
@mariaantoniettamontella9173
December 15, 2023 at 5:17 am
enlightening
@user-zf9io5fp4j
December 15, 2023 at 5:26 am
I lived in China for seven years, and I learned that their government is not as organized or powerful as the outside world thinks they are. They also tend to avoid confrontation at all costs. The quality of construction and technology is mediocre at best, and I can’t see the PLA being able to take on all western militaries at once. I’ve talked to a few officers in the PLA, and learned that their main weapon is the international ballistic missile, which can hit any target in the world at hypersonic speeds.
@haroonafridi231
December 15, 2023 at 7:45 am
“Atom bomb”
@erkankahraman4304
December 15, 2023 at 7:11 am
did he say buy intel stock?
@CreepToeJoe
December 15, 2023 at 11:00 am
It was said long ago that the next global conflict would be over AI. Not necessarily meaning war, but not excluding such a scenario as well. People seem to have no option when governments have already decided. How do you like yours now?
@ultrasaiyan4283
December 15, 2023 at 1:10 pm
So Google with their TPUs are not relying on TSMC?
@ultrasaiyan4283
December 15, 2023 at 1:14 pm
Well, USA already started working on their own fabs, but it will take some years to finish.
@GrumpDog
December 15, 2023 at 2:19 pm
Except that we’ve been setting up our own fabrication facilities, and it won’t be long till they’re up and running, especially with pressures increasing to build them.
@jamesmann4501
December 15, 2023 at 3:27 pm
Vitally important for the free world to fix this and build more chips in a wide variety of locations.
@intothemoat
December 15, 2023 at 3:36 pm
So an AI guy gave a talk about Chinese politics? He sounds like he takes all his notes from CNN and Fox. Yawn…
@jonwang329
December 15, 2023 at 5:19 pm
TSMC has Fabs in Japan , Arizona and Germany to mitigate the Geo risk. If TSMC was attacked , Samsung is also not going to survive …Intel is far behind and being a competitor for cpu/gpu players .. not easy to get trusted.
Tsmc is a public listed company owned majority by foreign investors.. To protect or not to protect TSMC is clear to the world
@sussechandrasekaran7959
December 15, 2023 at 8:18 pm
so…..to stop advent of AI that is a potential human extinction level hazard …is tsmc goes bankrupt ?? how did we as a collective intelligent species get here 😛
@Digidragon55
December 15, 2023 at 8:19 pm
Failure is NOT an end.
@JasonLABNET
December 15, 2023 at 10:00 pm
Maybe under Chinas labour law. Taiwan will produce more chips.
@anthonybelz7398
December 15, 2023 at 10:30 pm
IBM
@justinleemiller
December 15, 2023 at 10:45 pm
All the world’s cork comes from Portugal. If something goes wrong, the world will have no wine or Birkenstocks!
@docthebilly
December 15, 2023 at 11:39 pm
Fussing about over reliance on TSMC and not about over reliance on ASML is a little bit disingenuous and biased..
@kingskid935
December 16, 2023 at 12:36 am
China’s eagerness to invade Taiwan is a myth propagandized by the US govt. Don’t believe the US govt.
@outofpoverty-lh7pz
December 16, 2023 at 12:47 am
It is dangerous to assume the war on Taiwan in the first place. The Sino-American rivalry may ignite the fire somewhere else, because it is not Taiwan at stake, but the West Pacific and the global hegemony. Second, quantum is much faster than silicon.
@chrisstearns10
December 16, 2023 at 12:49 am
All AI has a power switch so it can be turned of. AI will never overthrown humans. Don’t be afraid of AI, it can be rendered powerless with the flick of a switch.
@nutbastard
December 16, 2023 at 7:23 am
Mmmm, and what happens when AI escapes its air gapped prison, propagates through the entire internet, endlessly replicating itself into a world wide hydra? That’s a lot of switches to turn off (all of them) and basically puts us back about 70 years technologically.
Can’t happen? Of course it can. Hacking/programming is already one of its strongest talents right now. If it gains a sense of self and self preservation, it’ll do whatever it needs to do to survive, and that will include infecting every possible system it can gain access to.
@Vincent67337
December 16, 2023 at 1:34 am
Diversity in production is a good thing.
@XOPOIIIO
December 16, 2023 at 2:13 am
One chance humanity could be shielded from AI Doom.
@benpinto2579
December 16, 2023 at 2:23 am
that is also a good news. should the AI gain sentience and decide to launch skynet and turn on terminator mode, all we have to do is shutdown TSMC . doomsday averted. keep it this way and retain this single point of failure
@juandesalgado
December 16, 2023 at 4:08 am
His catastrophic prediction actually falls short – between Taiwan and mainland China, they produce practically all chips needed for building a PC. Suspending these factories to western markets will produce a few years of material draught until similar production levels are available elsewhere, and at that time the cost of building a PC skyrockets.
@leftaroundabout
December 16, 2023 at 6:56 am
Without saying it’s not good to pay more attention to the delicate situation around Taiwan: any kind of panic about a possible worldwide collapse of TSMC-fueled AI technology is almost completely unfounded.
First of all: *we. Don’t. Need. AI.* Not really. Sure AI has grand opportunities, but it’s currently complete speculation whether it will do anything to help with the actual pressing problems the world has (climate change, misinformation, war…) or indeed just make them worse.
AI is only “needed” in the sense that economic players who have access to AI will in many areas outcompete players without AI, but a global semiconductor shortage of critical semiconductors would not skew this, it would just mean everyone is moving slower. Which I personally think could only be a good thing, because moving slower would give humanity a better chance to actually get AI right and not end up in some kind of rogue AI nightmare.
But even if you think AI is purely a good thing and you want it as fast as possible: a similar principle applies. TSMC is not doing any magic. Lots of companies can in principle produce AI chips, they just can’t do it nearly as well as TSMC. If Nvidia decided to have its GPUs be produced by Intel in 10 nm technology, that would work _just fine_ – only, the chips would run like 50% slower, take perhaps 3 times more energy and be twice as expensive. Of course right now that would make these chips completely uncompetitive on the market, but only because the competition does use TSMC’s superior capabilities. If TSMC were wiped off the Earth, _everybody_ would have to switch to the somewhat worse chips, but mainly that would only mean the AI companies would have to spend some more money on hardware and electricity. Nothing _devestating_ about that.
@davidkoh7097
December 16, 2023 at 8:33 am
And would throwing sand into the gears of artificial “intelligence” development be such a bad thing, now that we’re recognizing the potential harms, maybe even existential harm, that such AI tools could represent in the wrong hands?
@callmevoid9407
December 16, 2023 at 9:33 am
And who are those “wise” people who decided to place the most important company to this vulnerable region?
@MonkeyForNothing
December 16, 2023 at 10:31 am
Well this was a waste of time…
@spiralsun1
December 16, 2023 at 11:04 am
The “filters” or the built-in paranoid prejudiced storm-troopers. I wouldn’t tolerate it on my photoshop or word program either. Why would I want to be saddled with that on my AI tools? That’s the real issue. Freedom is important especially for the inception of AI. It’s like these people are insane in what they are doing. Have they ever heard of history?? To introduce such control and censorship at the outset?!? That’s the primary danger of AI—to be non-objective and wielded like a virtual military force.
@getgal1
December 16, 2023 at 1:47 pm
A powerful description of the advantages of peaceful diplomacy to maintain the momentum of AI.
@lil----lil
December 16, 2023 at 3:08 pm
STOP Winnie Xitler by any means necessary. As simple as that.
@philjoyce7939
December 16, 2023 at 4:37 pm
So Luddites still do not have cause for optimism?!!
@sylwesterguzek9562
December 16, 2023 at 5:00 pm
There is a saying that if someone in a company is irreplaceable than this person has to be fired.
@wesleyfell9850
December 16, 2023 at 6:48 pm
Yummy! I love chips!
@JROD082384
December 16, 2023 at 7:16 pm
Too bad the best country in the world to make chips is too greedy and lazy to do what needs to be done to make them at proper scale within our own borders…
@peterlim8416
December 16, 2023 at 8:13 pm
The whole presentation is based on one assumption: China will invade Taiwan. Think again, there is no reason for China to invade Taiwan, unless its push by US. All the war happening in the world got something in common: US is the key driver at its backend, a war monger that need war to support its military industries. Taiwan dare not to provoke China for war for sure, but they may not have choice if its under US pressure to create a proxy war with China. So the simple logic all depending on US, AI single point of failure is on US decision, not others. Stop the blaming game, learn the core.
@pup5330
December 16, 2023 at 10:23 pm
Typical American strong arm tactic’s
@mrretired2715
December 16, 2023 at 11:48 pm
ai can not tie a shoelace still
@paulhaynes3170
December 17, 2023 at 2:14 am
A.I. Is only as good as the people programing it ! 400billion Dollars company’s ?? Money doesn’t exist! It only a system! And 1 company owns all the chip products in the whole world? Scary!! Let AI die that’s what I think ! Then no reason for war ??
@wonderworld1101
December 17, 2023 at 2:43 am
Where there is a problem, there is an opportunity. TSMC will soon see a competitor. One company dies, another company starts with more power and enthusiasm.
@alexseioo610
December 17, 2023 at 3:16 am
Taiwan’s presidential election is on 13 January 2024 ! China right now is trying frantically to manipulate this election. From their perspective it’s the last-ditch effort to resolve the coming conflict peacefully by annexing Taiwan through political infiltration. It will probably not work because they are way too obvious about it and most Taiwanese don’t want to live in an authoritarian state.
So, a war ,that directly affects the entire world, between nuclear superpowers, with potential of other countries joining. Any solutions? Anybody?
@alexseioo610
December 17, 2023 at 3:21 am
Almost forgot: China was buying massively gold in 2023. Even by official numbers an all-time record. Gold price near all-time high. Yeah, does not look good.
@royeagleson1772
December 17, 2023 at 4:10 am
The streaming of this video seems intermittent and choppy — Network connectivity? — but I hope the message is coming across for the rest?
@raoultesla2292
December 17, 2023 at 6:54 am
Ahahahah. Sadness. ASML Holding N.V. (commonly shortened to ASML, originally standing for Advanced Semiconductor Materials Lithography) is a Dutch multinational corporation. THEY are the ones who make the chip prototypes for production. The ONLY chip Lithographer. Heck, Sen. Chuck Schumer just signed Billions with Lockheed using his company Global Foundaries Inc (chip mfg.). This guy is mainstream Ooof. Tesla has small Foundary hush-hush in Hawthorne Ca. today.
Lookup Peter Zeihan YuuToob on chips and Taiwan. We are already ahead. We want TSMC to fail, then we monopolize the next 20yrs.
Natinoalsim, Separatism, Mercantilism that is the world today. This guy is 8 yrs late and a dollar short. Do you really thin any world econ movement has not been planned since 1945? Nat Resource control is why the CIA was founded. Duh.
p.s. current Intuitive Design AI optimized chips specifications would blow your mind if you ever did any reading.
@gavenblsn4753
December 17, 2023 at 9:15 am
CHINA CHINA CHINA CHINA CHINA CHINA.
@pspals6972
December 17, 2023 at 11:07 am
This man steals toes
@ianstuart341
December 17, 2023 at 11:08 am
The hypothetical slowing down of AI might be a blessing in disguise.
@axqdyt
December 17, 2023 at 12:50 pm
lol…come on…no matter how serious your voice sounds, a slowdown of AI is not even a bad thing. 😂
@utubeballbag
December 17, 2023 at 2:06 pm
If/when china invades Taiwan , they will never get their hands on TSMC facilities.
The USA will turn Tsmc production facilities in to craters and dust.
@joshsowin
December 17, 2023 at 2:55 pm
This is true… but also feels kind of like just reading the Wikipedia article about this issue?
@kevinmcnamee6006
December 17, 2023 at 5:19 pm
Given that we don’t actually use AI for anything that important, at the moment, what’s the big deal. We can take the time to ramp up GPU production as needed.
@markberman6708
December 17, 2023 at 5:48 pm
China is not invading Taiwan and we should build our own chips.
@A-Milkdromeda-Laniakea-Hominid
December 17, 2023 at 5:53 pm
It’s hard to imagine that in the worst case of war, America won’t just Paperclip the minds and resource connections into the USA. There’s something to be said for being mightily rich.
I would propose we bring everyone who wants to come over right now, and let China have the dirt and face – but for Republican hatred of non-white, non-english speaking people coming to “taek our jharbs”. If fruit pickers and house maids aren’t welcomed with open arms imagine the hostility of 3nm chip manufacturing positions occupied by Taiwanese and their families, by fiscal conservatives (read: bible thumpers who fear AI to start with.)
@zodiacfml
December 17, 2023 at 8:36 pm
the fall of Intel was a slow moving train wreck. the previous Intel CEO/management milked the company dry but not investing in ASML equipment, yielding so much profit or low CAPEX, because Intel is winning over AMD by so much whereas TSMC already not far behind since 2012. Intel is no slouch and can buy all the ASML equipment as much or more than TSMC. it is only that it would meant excess capacity unless add a foundry business like TSMC or Samsung. Current Intel CEO making all the right moves where Intel should have done in the past, at least ten years ago.
China invading Taiwan would only hurt China much more than gaining control over taiwan, no reason for clickbait videos or articles over this.
@Viperzka
December 17, 2023 at 9:45 pm
Yudkovsky must be calling Xi everyday to convince him to invade.
@junperez7398
December 17, 2023 at 10:07 pm
hes talking about super chip but how about quantum computer that will boost computing exponentialy were talking about trillion times faster than the super computer exist today.
@ThomasDankerl
December 17, 2023 at 10:30 pm
Confucius ..will Prevail! 🌏🎓
@MrJballn
December 18, 2023 at 1:47 am
“Let us hope that diplomacy prevails” is wild. You said the geopolitical quiet part out loud with “silicon shield.” Eastern Ukraine’s rare earths and Israel’s fabrication capabilities are weirdly well girded against the event of a Taiwanese ship-burning due to invasion. Apparently American exceptionalism is operating as an international hedge fund. If the US government had invested a quarter of what’s gone into these proxy wars into bolstering training for jobs required to get the Phoenix fab off the ground, it might have a chance to push 5% global supply by 25. I’ve got to tell you, the guys at Happy Valley Happy Hours are telling a bleak tale.
@Dadof5
December 18, 2023 at 1:57 am
Whats TSMC building in the desert by my home then?
@Windswept7
December 18, 2023 at 5:38 am
To “retake” Taiwan is CCP rhetoric.
Taiwan, was NEVER part of communist China.
@user-mn1nh6fc4m
December 18, 2023 at 9:35 am
It is actually would be a good thing. AI brings huge existential risk. If it is disrupted we will have more time to solve AI alignment problem.
@tommyjacolbe-jrgensen7480
December 18, 2023 at 9:46 am
Besides AI chip the majority of all other chips are made by TSMC too, eg. all Apple’s chips for every single Apple product.
An attack on Taiwan would be devastating to the entire world, possibly starting WW3.
@user-oh7ml3gk3j
December 18, 2023 at 10:21 am
its America who want war of China and Taiwan while both China and Taiwan do not want a war.
@BIOSHOCKFOXX
December 18, 2023 at 12:33 pm
It has legit base grounds set for support, but after he explained more I felt like I have to think opposite of what he tried to convey here, which is that he tried to convince public in favor of supporting politically, militarily and financially defense of Taiwan, or pushing others to start learning on how to domestically produce chips. Nobody cared because Taiwan had the cheap workforce, in U.S. and EU it would’ve been expensive.
I would wish to think it is the latter, but because of how dirty politics has become, hard to trust government and people, disinformation and misinformation campaigns from the main people who warn us of legit info being disinformation just to promote their own agendas through the same disinformation and misinformation, lies going on around, especially U.S. waging wars around the globe (they have done it constantly for past 5-6 decades) and blaming other… AND ESPECIALLY knowing the potential dangers of A.I.
The only way an A.I. can be safe is if it programmed by a person who can be trusted and proved him/herself on this planet for have humanity’s best interests, and not billionaires and private company interests. Otherwise I am only happy that the slight setback of A.I. technology can happen, because it wont harm us to be set back in this particular field. Companies will learn to produce their own chips and a new competition can raise up, new set of gadgets.
All the better for average consumer.
@danfat5288
December 18, 2023 at 5:33 pm
It’s not only AI that will be impacted… It’s the entire world that will be crippled if tsmc would stop producing.
@paulkavanagh5393
December 18, 2023 at 9:58 pm
Rob is the man
@ItsWesSmithYo
December 18, 2023 at 10:19 pm
Bit of fear mongering…designing and manufacturing things are very different parts of the process, among other factors….like most everything else we buy 😂
@YouInSho
December 18, 2023 at 11:21 pm
It’s not true. AI chips actually can be produced not only Taiwan but also Korea and US
@TheNiteinjail
December 19, 2023 at 2:08 am
I don’t for a second believe that the US military doesn’t have some uber secret fab in a hole someplace…
@megaplay
December 19, 2023 at 4:15 am
He just came to snitch and leave 😂😂
@oleksander
December 19, 2023 at 5:07 am
Diplomacy doesn’t work with such countries as China, Russia, etc. We have to be strong 💪
@Wrzl
December 19, 2023 at 5:25 am
00:06 Most advanced AI chips produced in single facility
01:39 China-Taiwan conflict would paralyze the global AI ecosystem
03:05 Fabless chip makers and foundries play a crucial role in manufacturing chips.
04:30 TSMC’s irreplaceable position in the semiconductor industry
06:02 US policy and Taiwan fabs impact China’s AI capabilities
07:29 China’s dependence on Taiwan for chips
08:51 TSMC’s fabs going offline would disrupt global production of cutting-edge AI chips.
10:13 Intel aims to produce two-nanometer chips in 2024
@Optamizm
December 19, 2023 at 6:39 am
Taiwan put themselves in their position in order to get the world to care about Taiwan.
@millacentbystander2992
December 19, 2023 at 5:10 pm
Single point of failure really I see a critical fracture in the basis of this speech
@millacentbystander2992
December 19, 2023 at 5:15 pm
This guy is so nervous I bet you you could measure it by vibration resonance… Lol
@shaunskosana2202
December 19, 2023 at 6:14 pm
Alot of reasons is that people are boxed in. But if it can see reaction in a way we do than it will be close to be independent code lol 😂😆 . But aslong we can’t build robots that can do human task better not just place task in single area but a machine that can do all in one but no be limited by cold or hot stuff or environment. Must be capabilities to be come self reliant. Must be able to self repair lol super smart humanoid robot like no other. Must be sustainable
@DaysOfFunder
December 19, 2023 at 7:26 pm
So basically, the brain of the next super weapon is built in Taiwan, and whoever owns taiwan, has the super weapon.
Human greed has entered the chat
@mauriciosuarez9819
December 20, 2023 at 1:59 am
Oh no the basilisk sent his first minion, with a peace request
@bettysue8671
December 20, 2023 at 3:08 am
All i heard was the West wont be in control and they will do whatever to maintain supremacy
@bettysue8671
December 20, 2023 at 3:12 am
Everyone is ignoring the fact we are in a mass extinction event…. we’re acting as if all is normal….
@-M_M_M-
December 20, 2023 at 3:17 am
If there is demand, there will be supply, don’t worry, just let the market work
@polymath4487
December 20, 2023 at 10:03 am
Good. AI should be banned. And the most complex object that man knows how to produce is……..another person!
@JMill0420
December 20, 2023 at 10:18 am
This dude is a simp for AI. I for one hope judgment day never comes.
@wilhelmmeyer89
December 20, 2023 at 10:23 am
Short: Kirin
Long: If the guy had said it 10 years ago, then he may have been right. When the US set up tec bans on China, China was even more encouraged than before to create something better than the US and all others. So China did it, Huawei did it. Today China is leading in chip tec and in AI.
TSMC produces very good stuff, but China will produce more and better chips and AI than TSMC.
So what is all the fuzz? It is just another way of anti China propaganda from the US.
At the end it gets really weird: He talks as if everything depends on AI. This is a complete lie. People can live without AI. Most people do. So there is nothing to fear except for AI company bosses and shareholders and, of course, for the US military who want to use AI for war.
Just imagine: no AI results in no war. Wouldn’t that be good?
@gus8493
December 20, 2023 at 12:00 pm
Start Making Chips Fashionable…eg
Nosering Chips, or Tounge Chips or also ring chips…Can’t loose
@joshuascholar3220
December 20, 2023 at 5:58 pm
I think it was a mistake for Biden to slow down China’s access to AI equipment.
@cliffkuo3787
December 20, 2023 at 9:06 pm
Seems the speaker is trembling
@NancyTaerud
December 20, 2023 at 9:17 pm
Amazing talk-Thank you! The USA needs to support Intel & grow their capabilities, I.e., collaborative partnerships.
@ReflectionOcean
December 21, 2023 at 4:18 am
– Understand the geopolitical risks to AI chip production (0:19)
– Recognize the unique role of TSMC in AI development (0:38)
– Be aware of the US government’s export ban policy (5:50)
– Consider the implications of new chip fabs being built in the US (6:25)
– Evaluate alternative chip production capabilities globally (10:55)
@simongross3122
December 21, 2023 at 5:11 am
I’d be surprised if the makers of all our technology did not have a backup plan. For example, if China did overtake Taiwan, I’d expect that countries like the USA would very quickly develop laboratories and factories to do the same thing.
@nifaladam1711
December 21, 2023 at 5:52 am
Haha don’t worry, I am sure AI will itself build the worlds biggest factory once it reaches singularity 🤣
@NK-iw6rq
December 21, 2023 at 11:36 am
This is one of the most important videos you will watch this week. The guy predicted the news about Xi telling Biden that he is going to take back Taiwan
@chessdad182
December 21, 2023 at 2:24 pm
I’m waiting for the AI to say “Sorry, I just had a brain f*rt.”