The Flawed Assumptions Behind China’s Big Semiconductor Fund

I love these videos and have been watching for over a year now. Please never burn yourself out. You're a gem in the rough world of information on this platform. stay sane

2:24 I lived at the bottom-right corner of this place for my first 10 years after birth (it looked very different before 2008). Then I moved to close to 742 factory, which was later called Hua Jing 华晶 and I regularly went through the road in front of its headquarters 😃. The headquarters were a group of Soviet Russian style building blocks with brick-red roofs inside the city. The photo you showed at 1:37 was the fab outside the city in the 1990s. At the time of setting up this fab, 742 was already renamed into Hua Jing

Wow, there was a decent smattering of rando negative comments just 30 minutes after posting. Someone touched a nerve.

To be fair, the fund's goal is just no longer realistic due to the dramatic increase in both the volume and price of semiconductor products.

The informations are stunning. Appreciate your effort and understanding man. Keep going. ❤️

Respect! I am in the industry and I am impressed by your research and the detail of your knowledge!

Man, you're changing the way I think of high-tech and the role of science and research in the society in general.

On a different note, i saw in another video from another channel, that the reason for the bankruptcies were, at least some of them, that the involved companies were using the money granted to them to invest it on real state, when the market crashed, so did they.

Please keep making these videos, your background research work is absolutely amazing!

Yet another incredibly high quality report. Thanks again !!!

Great video! Could you add to your next videos timestamps for easier skipping to parts?

As always, you delivered the most impressively researched, analysed, and articulate presentation of a very complex subject. Here I am wild awake at 1am and hoping the video would be so dull to put me asleep, only to no avail. 😂

Quality content a lot of knowledge 🔥🔥keep it up vrother

I'm a bit late to the party, but I very much appreciate your in-depth research, knowledge and no-frills style of imparting it to your audience. Thanks a lot!

How is the important of chips counted, when they are just put on boards and exported again? E.g. with the Apple A15 put in Iphones or Nvidia GPUs out in graphic cards?

Without a doubt one if not the most informative economic tech channels on YouTube!

Im just asking a question, would opensource RISC-V save Chinese electronics from failure?

Great insight. Those "hedge fund" type guys are not there to cultivate the industry but to make monies from acquiring technologies (which failed) from the supply chain. I don't think any one those six people are semiconductor industry experts.

I really like your videos man, truly excellent work

Thank you for making these videos.