Why the World is Running Out of Computers
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- čas přidán 27. 05. 2021
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Music by Graham Haerther (www.Haerther.net)
Audio editing by Eric Schneider
Motion graphics by Vincent de Langen
Everything else by Evan
Thanks to Ma Con for the Vietnamese subtitle translation.
This includes a paid sponsorship which had no part in the writing, editing, or production of the rest of the video.
Music by Epidemic Sound: epidemicsound.com
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This is why right to repair is important, we MUST stop throwing these things away they are a precious resource.
Tell that to Apple!!
All fingers point to Apple
Planned obsolescence is literally destroying the Earth.
@@tsjoencinema it will destroy us first, Earth will be fine after a while of correcting itself
I agree. So many cheap inkjet printers I've thrown away due to printing head going bad. Scanner still worked, feeder still worked, display still worked, no other mechanical issues and could still get ink but a couple parts that should be easily replaceable are not sold or made to be replaced.
Here to learn why I can’t afford a graphics card anymore lol
How is this comment 2 minutes old when this video is 1 min old.
same
Bc fab centers are extremely complex and need a lot of specialized materials and technologies to produce computer chips
If one of these inputs can't be met, the entire fab can't run effectively; and with the pandemic, the odds are that at least a few of these inputs will be unavailable at a given time.
Same
@@HoangNguyen-oz4fj Ditto. That and why no new consoles.
Kinda surprising, it’s almost like your car doesn’t actually need an entertainment center in it.
literally any car ever: shiver me timbers
its almost like cars don’t need any electronics to run at all
@@teslatech2143 Tell that to pollution
Get the fuck outta here and go eat leaves, Karen. I can understand getting pissed a big Smokey trucks, but my car is gonna have a touch screen sound system with LED lights all around and you can EMA about it
Electric motors can be operated manually. This thread isn’t about climate control. I support anybody standing up for what they believe in but we’re talking about chip shortage.
Semiconductors are like electricity, everyone takes it for granted until it's gone.
Or like drinking water from the tap. Which is just as clean as from a bottle. Everybody takes it for granted, or gaspipes to your house that deliver gas. Or 4G connections, or 1 gigabit fiber glass internet connection. Everybody has these things and take them for granted.
@@HermanWillems And life too
@@HermanWillems Everyone takes "everything" in the world for granted actually.
Humanity should have been colonizing the stars by now or at least progressed close enough... By the time human beings managed to go to Mars, Earth will be ruined and whatever hope is left would be taken by the world's elite as they flee from the mess they made.
I live in Venezuela, and after what I had to experience in 2019, I'm never taking electricity for granted ever again in my fucking life.
@@dra6o0n
There is a MASSIVE, inconceivable difference between going to the Moon and going to another planet in the solar system.
Now tell me why my cereal boxes are getting thinner.
*I'm on to you Kelloggs, I know the computer chips aren't holding you back.*
They have been making cereal boxes smaller for years.
I first noticed this in 2008.
it's the food industry's way of dealing with inflation, they try to keep the same price or at least not make it go up that much by shipping smaller quantities
Nah that's 'cause of another crisis entirely the prices of wheat and corn have shot up by more than 50% since this time last year.
@@SenorGuina price doesn't exist on its own, it's price per value, if value goes down, with the same price, then it's a higher price; inflation just allows keeping the same number (for more optimized productions), making goods more affordable/widespread.
shrinkflation
Twenty years ago the fear was running out of ip addresses. Now it's running out of computing devices itself.
That was like 7 years ago not 20
@@nightmareinaction629 It's been 9 years since we did something about it since the global launch of IPv6 was in 2012, though the RFC for IPv6 originated in 1998. OP is not wrong, people in the industry were worried about running out of IP addresses 20+ years ago.
"4 billion IP addresses should be plenty, right. Wait... how many people are there?"
@@odomobo Don't forget that a lot of those IP's are also Public.
I don't think it's a matter of material shortage, but rather a huge sudden demand for a supply that takes almost 1/4 of a year to fully manufacture.
"The world has enough for everyone's need but not for anyone's greed" : Mahatma Gandhi
Says the Nuclear Gandhi after nuking every nation in civ.
@@muqxxt There was a bug/glitch in a game called Civ that made Gandhi nuke everyone. It has become a meme at this point, so much so that the devs brought him back in the sequels of Civ, with his nuke addiction of course.
Ah yes the mad warmonger Gandhi, he nuked me because I refused trade sheep with him
Did you even watch the video or do you just spam shitquotes in random comment sections?
@Thanosch Edelstein what makes you think he didn't watch the video? How is this a shit quote? Why so aggressive?
This is exactly the reason why making new phones and cars every year is stupid. If top tech like Apple, Samsung, and top car manufacturers like Toyota, GM, Volvo all agree to make new phones and cars every 2 years, the world would be in a much better state. They certainly will lose some profits, but those profits will be allocated to other industries which will elevate the overall quality of life for everyone. I know, not gonna happen. Wishful thinking.
and that stuff would cost more so they would not make loss and then people would stick to old stuff and they would not update it anymore
Well the issue doesn't lie with the manufacturers, but the buyers. Phone/car manufacturers simply put out new options on the table, but they aren't forcing anyone to buy the new one instantly (at least officially, I am aware of some companies using planned obsolescence). The consumers are the ones buying the new ones every year for whatever reason they have. The companies simply match the demand.
So while your wish had good basis, it doesn't match with the reality. If consumers only buy cars/phones every two years (which lets be honest, is already an aberation in itself, a good car/phone can last at the very least 5-6 years if you take care of it), then companies will start producing phones and cars on that 2 year basis.
While big companies have a lot to answer regarding our current world, we can make an impact by being responsible buyers.
@@ajaakola2 I don't think thats entirely true. there is a thing called inflation.
@@catmeow9459 does not happen that fast
Prisoner’s Dilemma: no agreement between them would be stable, without external punishment, because defecting is individually more profitable
"Americans are used to buying cars the size of small European countries" - lol
Lichtenstein fits in the trunk of american cars
Those full size pickups are flying off the lots. Many "men" in the US need them to cover for their tiny manhood.
@@lenschwedt9646
Don't forget San Marino. That'll probably be in a backpack
@@jew_world_order So i cant like trucks now smh yall find anything americans like offensive
@@randomgodll1073 Sometimes what Unitedstatesians like is offensive, sometimes its laughable.
I thought we had ran out of silicon, knowing it's just a logistics issue gives me some relief actually
I mean, silicon (next to oxygen and iron) is so abundend you will probably never run out if it unless you mine Earth
@@fiiral5870 What do you mean? sand is so hard to come by these days, it's not like we have deserts of it lying around. /s .... (Yes I know we use a special type of sand, silica sand in the chip manufacturing chain, but it's still relatively abundant on earth.)
@@Blownkingg sand rounded by wind is too round for cement, it need to be pointier to get in grip with the rest of the structure.
@@Blownkingg there is actually a shortage of sand funnily enough
@@expiredgoatmeal1666 Well, that too is a logistics issue tho (unless you want to tell me that the Sahara has no sand)
"What on earth could cause such a costly disaster? Sponsored by Hover" Ah i understand now
Hover has sponsored our technology shortage, woo!!
hover no D:
I thought I had a fairly decent understanding of the intricate logistics of this issue, but PolyMatter proved that I only had a fairly shallow understanding of the true complications of it. This is extremely well done!
"What on earth could cause such a costly disaster?"
"Hover"
LOL
Hover is gonna kill us all
They need the chips for the vaxx!!
it all started with a man made virus leak
"what on earth can cause such a costly disaster"
"sponsored by hover"
yeah sponsors, yeah I get it, they stole all the silicon
disaster
sponsored by hover
@Matthew Tong Thanks for this comment, PolyMatter saying Taiwan has political difficulties and not even mentioning the extreme drought whatsoever is odd, to say the least.
now PolyMatter is getting lower reward for this advertisement
🤣
Actually no Car company decided they didnt need to keep allocated production. So AMD , Intel, and GPU end up taking up the allocation.
That's the problem with "just in time"; sometimes it's "just to late".
What is missing is strategy.
So basically, the demand is too high, whereas the production chain can't make them fast enough.
they could before government stepped all over their business.
"Americans got back to buying trucks the size of small European countries." That cracked me up
Trucks and SUVs are the present "big" vehicles. Remember older American longboi sedans like Cadillacs and Lincolns? Those were times when every car was big in America 🤣
@@straightbusta2609 its wild how big our cars are lmaoo
3:44 , Timestamp
As a Texan he’s not wrong 😂
Running Out of Computers d
"The world is running out of computers"
Just download more duh
ah yes
Then we will RUN OUT OF SPACE in computers...
They couldn't remember how to install all the windows!
How do you download a computer? 🤔
@@keithsj10 via ssh clearly
ASML in the Netherlands makes 90% of the machines that make the chips. And they in turn depend on Zeiss and Trumpf. All European.
China made this video!
@@connectedonline1060 And yet they called Taiwan a country?
industry is a human-centipede of legal fictions fighting over the lives of mortals
@@iifatdoge China nows how to trick the world. In a few years it will be clear to us all. When they take world domination!
yep. u need more upvotes. the dutch are the real monopolies in this industry.
I work in the semiconductor industry, albeit at not a very high position, but I can confirm that the shortage is really bad. It's so bad that we've resorted to buying the production capability of our suppliers rather than buying the products.
Imagine you're a frequent McDonalds visitor, and these days the line has gotten so long that you can't buy your food in time to bring back for your children. So you pay McDonalds to allocate one worker just for you, and nobody else. So as soon as you order, someone is already making your food for you. That's what the industry has come to.
this is why we need more computer recycling businesses. but also, we need to not simply replace our older technology's but utilize them as a means to ration more precious materials, and also using the old techs can be cheaper.
on a lighter note, using older tech would have appeal to the nostalgia buffs.
YOU HAVE THE BEST COMMENT OF ALL!
,,,,,@@humor62 I only say it because I don't understand why this is not a thing; I guess social media and the appeal of modern techs has distracted us from appreciating older technology. Yes, the old tools were crude and bulky, but they do still work. Hell, my father has an antique table fan; its shell is cast iron, it looks ugly and crude. But it works perfectly. It will outlive the phone I am using to write this comment; it may even outlive me.
@@WaTahBasTard older pieces won't really help the issue though, as it's the assembly, not the material, that is in high demand.
I still watch VHS tapes.
I want my 1969 Datsun 2000 sports car back. It was simple to drive, simple to fix and a blast to drive where I needed to go or just joy riding in Northern California's mountains.
Also, I really don't need a cellphone.
Actually having buttons and non-digital elements on cars is fine. As a car mechanic I don’t understand why everything has to be tablets and screens
People don't buy things that don't have fancy interfaces anymore. It's ridiculous.
As an electrical engineer, I absolutely despise those stupid tablet dashboards.
I mean, fine, it's an EV and having a computer in there increases safety and efficiency by a lot. But why does it need a goshdarn internet connection and a touchscreen??
exactly. modern cars have too much electronics in them
yeah, what's up with that???? ridiculous
It’s the demand for fancy tech, not the need for it
The IRS must operate exclusively on semiconductors. That's what's taking my tax return so long to hit.
Damn here i was thinking he was boutta say were running out of the materials to build them
The way he worded the sponsor it nearly seemed like hover was the culprit to the chip shortage.
Yeah.. there was no transition. 😂😂
Lmao yes it did
"What on earth could cause such a costly disaster? Sponsored by Hover."
They sucked em all up
Best segue ever!
Dude called taiwan a country, so he's probably gonna go missing. RIP Polymatter uploads
FtheCCP! Poly is right.
😄 😂 🤣 😟 😢 Dang Dawg, I liked his channel... gonna miss him!
F
Just ask John Cena to apologize, he seems very good at groveling.
@@tamhuynh1905 I just watched The Meg last night. It was nothing short of kissing China's ass.
An over-focus on JIT manufacturing model relying on short term financial gains by companies, rather than long term plans and adequate planning and inventory control has created this global juggernaut of hoping to get deliveries so manufacturing and stocks can be replenished at the last minute. While there are efficiencies to be gained by JIT put into practice within limited areas - to have all industries using JIT as their model to "find" money along the way is patently stupid.
This right here. No company stores spares and parts anymore, or even current stock.
Ah, yes the drop-shipping model where you hold zero inventory applied at a mass consumer level. Everything makes sense now.
"2021 silverado"
-Shows an '07 classic
"every electronic device from rice cookers to XBOXES" -while showing a switch and even using similar footage while talking about the switch later.
@@thejest69 stock footage is expensive as fuck! for many photographers its their income!
@bluefan Was ally dad could afford
"what on earth can cause such a costly disaster? Sponsored by Hover..."
Me: we must destroy hover
😏😏👍👍
Agreed, make it so.
I second that 👍🏾
*Short* *Answer:* Supply Chain is inefficient, and with the shift of the demand of semiconductors, firms cannot cope with the demand shift.
Honestly, I suspect the Chinese (and other countries, such as Taiwan) COVID-19 response contributed greatly to this shortage. That's where most electronics, including semiconductors, comes from.
I'm also a bit surprised that the part only costs $5 yet there's a shortage. If there's a shortage then the price is most likely too low. Increase the price and the shortage will resolve itself.
Demand shift? That would be corporate forced demand like forcing a one year old phone obsolete and must throw it away.
@@lextacy2008 Not necessarily. It is also the direct impact of consumers buying more during the pandemic.
Anyone who didn't have a computer (there are still some developed countries where not everyone has access to computers [laptops]) was obliged to buy one, either for online classes or remote work.
As you said, people will also continue to buy new devices and resell their previous ones, but it's not really the main impact of a shift in the demand for semiconductors. Just a few people do that anyway, especially the wealthiest.
Also, it would be more of a government-related cause for the shortage of semiconductors than corporate associated, especially because countries like China have a big control on what's produced or not.
@@manuelsousa Good point there. In that case the shortage would be temporary, unlike the Apple instigated one
@@lextacy2008 Yeah, thanks!
I think it would be temporary because all factors point to that outcome, but China does what it wants, so that doesn't help much. Most of the production is concentrated in the US, South Korea, and China, I don't know what's happening in the US other than the BLM and the COVID massive spread, but now with the vaccines, things should be able to stabilize, but China is kind of an unknown, they don't have much COVID anymore, but they do diplomacy with anything on their reach, this being one of their tools.
But you also made a good point on the consumerism part. Though that happens every year, especially with electronic devices, like graphics cards, CPUs, tablets, smartphones, it's starting to be an increasingly difficult problem. In the US, I'd say people usually change phones every 2 years, though I might be exaggerating. I think in most other countries that would be 4/5 years.
I didn't know there was one shortage caused by Apple though, that's quite interesting, but coming from Apple that really doesn't surprise me.
TSMC is so important for my country that we actually have a phrase call this company “The Mountain protecting whole country” LoL.
We should have seen this coming. Yes, our smartphones have the exponential power of several Apollo guidance computers in a convenient package w/ ease of purchase but with that comes more rare-earths for the manufacturing along with the fact that high-end chips used to be regarded as a technological marvel that could not be easily reproduced due to technological demands and skill required
Another huge thing every person on this earth needs to know, things here are not infinite, once you use it and abuse it ; much like many of the ancient plants our ancestors used up, they arent coming back
When everything is made to be break/replaced so fast manufacturers can't keep up anymore, lol.
They dug their own grave
What exactly is made to break? I feel like this sentiment is often repeated but statistically most popular car manufacturers have only gotten more efficient. Cars in the 70s/80s/90s were needing fixing or replacement parts all the time.. more People just knew how to work on cars back then.
@@shenkichin6295 Planned obsolescence and right to repair. You might want to look it up, it's important. But you might not want to look it up, as it's depressing.
@@shenkichin6295 phones, hard drives, clothes
@@shenkichin6295 Wheres the source of your statement. And were you living in those times or you just heard it from your relatives.
What we really need is people to, especially the manufacturers, to finally start designing things to be more easily upgradable rather than something you spend 1000s of dollars to get only for it to become useless due to things such as planned obsolescence. Where upgrading something should be as easy as unplugging one piece in a machine and plugging in a new better one. Kinda like how you can sometimes plug in a radio into the dashboard of your car.
Yes in an optimal world we would innovate into making our technology more future proof and upgradable, but this does not align with the current profit margins these products are currently generating so it will never happen under capitalism unless a major revolution of thought or something else takes place.
Nowadays they literally design stuff to break eventually. That way you have to upgrade
Aaah yes, the good old simple "make super complex technique that's constantly getting revolutionized and operates on a nano-meter scale more upgradable, like my primitive car radio".
Good luck upgrading microprocessors that are manufactured at precision requirements several hundred times smaller than the thickness of a single strand of human hair.
Most of the tech stuff is easily "upgradable". Only Apple products are mostly not.
More of this please, i love your videos!!!
Fascinating and major. Thank you!
“Nintendo can’t produce switches”
Nintendo: laughs in stored up semiconductors
You honestly don't make any sense whatsoever, why would anyone put a semiconductor in storage, they wouldn't even do it now, who wants to store technology just for it to go outdated in weeks.
Supply and demand exists for a reason, although its trash just like capitalism
Apple and others don't have issues, because they have proper contracts and proper priorities.
@@onlyswedishmeatballs1677 dude this is a joke
And it’s a joke because Nintendo sold almost 30 million switches in 2020
@@onlyswedishmeatballs1677 dude
Haha funny
@@onlyswedishmeatballs1677 /r/WOOSH
This is the first video I’ve seen from PolyMatter where I’m actually an insider/knowledgeable. I engineer industrial and automotive electronics at my day job and it’s been quite an interesting time to be doing so. Where brand loyalties or price sensitivity used to lie, I have no choice but to decide amongst options simply by what is in stock. We’ve had to get extremely creative in how we get some of the ICs we need, and even cannibalized old prototypes for some of the rarer items.
All this to say, I know there are some things that you glossed over, but there’s nothing that I think is objectively incorrect in this video based on what I know.
"Where brand loyalties or price sensitivity used to lie, I have no choice but to decide amongst options simply by what is in stock."
Exactly my thoughts when I needed a video card for my computer earlier this year. After months of scouring the internet, I had to settle for a brand and model I wouldn't have bought in normal market conditions just because it was one of the only ones available at the time. Even now months later I'm still trying to find the card I originally wanted to buy, but haven't had any luck doing so.
@@jeffb.6642 Thats a mistake. This years cards were revolutionary (i use them for CG trust me it hurts cg hobbyists FAR more tban gamers). Right now nvidia and amd are playing bullshit games. Next year thats going to recede and theyre both likely to produce far better cards at better prices as they go to war with each other. Nvidia is kinv but amd just dropped Superior cards on them at a better price. Nvidia knows a titan awoke and if they want to survive its time to fight tooth and nail. And AMD one of the worlds largest companies just got back in the game in one move theyre going to tbe mat too. Tbe next 5 years will be glorious for gamers, artists and ai researchers
@@cdreid99999 I mean, even if AMD makes beefier cards, it ain't gonna mean jack if they can't catch up to the level of software NVIDIA provides. There's no way I can even consider an AMD card at this point if both an NVENC and DLSS competitor is not included with that purchase. That could take them years to catch up to just that. I don't think NVIDIA is hurting from the competition just yet, and honestly, gamers are no where near their main concern at this point.
As far as CGI creation is concerned, couldn't you look for a service that could provide a server farm to help with that? Just looked at a few videos for render farms, so maybe you could use that service until personal cards are priced reasonably. Look up Google Colab or GarageFarm as some examples.
@@Rikorage im with you on havimg to stick with nvidia. Everything in cutting edge cg is written for nvidia and it will take a lot of time for amd to catch up. Amd's superior hardware means jack when your render engine is designed for nvivia
As far as farms yes, and film companies and even a lot of hobbyists do. If i were making photoreal movies id definitely be using a far. But when im iterating models and scenes i need the fastest gpu i cna afford and a high end many cored pc. It would be pretty annoying to push a scene to a $ render farm, wait on it to come back, notice dudes left finger is goimg through his earlobe, fix..repeat
What im really talking about is gaming. Nvidia and amd have dedicated programmers and teams working w the big gaming houses ans engine producers so that hurde goes away. So for gamers brand wont matter much other than trust. Imho unless you have money to pay 2x to 4x prices to a scalper this year and have the 40 series Just around the corner possibly dwarfing the 30s as the 30s did the 20s gamers got HOSED this year.
As for your quality requirements and taste i really hope you can find something acceptable soon without getting screwed. Im guessing a 3080? Though you sortof seem like a 3090 person and may god have mercy on you trying to even find one
@@cdreid99999 lol nope, I'd be going with just a 3070, now either waiting for the Ti or Super variants whenever they come out. Only planning on 1440p with 240+ fps if the chance to upgrade ever comes back.
Not really into playing the catch-up game with diminishing returns when even the lower-end cards do the job. VR may be a factor in the future, but it's not at a place where I'm willing to make that investment yet.
Haven't even used my PC with a 1070 for any major gaming in months, and the only reason I'd get an upgrade is for games that don't work well over a cloud service like GeForce Now, usually ones that work better with higher frames or lower latency. That, or playing modded servers of Arma III or DayZ SA. GeForce Now didn't play well with modded Bohemian games when I was using it.
Not a shortage, they have already been created and are waiting to be used. The semiconductors are sitting on cargo ships waiting out at sea but due to COVID precautions(in the US) most ports aren't unloading them.
So what you're telling me is demand for cars went down so companies acted accordingly lowering the supply parts needed for said cars and then the demand shot up and now companies are getting overwhelmed trying to make more parts? Doesn't sound like a shortage to me.
@@tf5pZ9H5vcAdBp so there’s a shortage because nobody is making the parts companies need?
@@FranklinThe1 Correct. The only companies capable of making the chips needed for graphics cards are TSMC, Samsung, and Intel, all of which are already operating at maximum capacity. They can't make more than they already are without making more factories (which require over 2 years apiece to build and get running), so we have a shortage.
@@selohcin ah ok thanks
This situation has contributed to Taiwan being called 'the most important country in the world', and 'the most dangerous place in the world'. This is a geopolitical flashpoint coupled with TSMC's vital importance to global semiconductor industry happening all at once. There's not a chance for immediate de-escalation, especially with the enormous lead time plus expense involved to create new chip foundries inherent to the semiconductor fab business (never mind the festering diplomatic and trade conflict with PRC that's not de-escalating at all).
Not according to China as they do not recognise Taiwan as a country.
@@epicmusic9029 in fact only 15 states recognise Taiwan as a country
I see a worse shortage of chips in the coming years.
You know.
@@liucyrus22 TSMC's projection of 2023 was called optimistic. We can't expect any fab to come on-line within merely 2 years for that matter.
@@qifuhyue3568 in fact only one large country eats exotic meats and launched biological viruses bombs across the worlds from time to time
Had a “google domain” ad interrupt the hover ad, the algorithm is becoming self aware.
"SkyNet Forever!!!"
Shhh.. Don't tell it
*antitrust senses tingling*
Ok Siri
OMG I HOPE IT DOESNT FIND THE "WE ARE THE VIRUS" MEMES
It's insane how good this channel is
Semiconductor fab worker here. I'm grateful we are considered a necessary business during this pandemic but I didn't really think about the reasons for that before I started hearing about the semiconductor shortage.
I personally think this situation is a sort of positive, we should start realizing the power of right to repair and how fixing our products would save the world overall. The environmental damage the production of computer circuitry does is insane.
Also, I feel like American cars are getting more bloated, so this can force manufacturers to scale back on factors such as size.
True. Although with the right to repair comes certain things: What do we do with certain patents? How do we get more people to learn how to do it (properly and professionally, rather than what certain South and Southeast Asian people are doing) and allow them (especially those that are poor) to be able to capitalize off of it (enough to at least support their living)? How do we teach it? Do we make a new college course? Do we let CZcamsrs disseminate the info freely while checking on their accuracy? How do we know the poorer fixers will try to not harm the environment instead of copying what big companies do? Should we just teach *everyone* to fix *anything* on their own? Should we teach most people to fix basic things and then the really interested people can specialize for more complicated objects?
Dude I design electronics and I feel dirty every time I don’t ensure something can be repaired or will survive edge cases.
Keep the cars outside of computer electronics, if you dont have the resources dont take the risk
I don't think the computer chip cares how big the car is. Every car relies on computers. Every car today has an ECU, an infotainment system, ABS, ESC, and other electronic control systems. If you notice in the video, he mentions that Ford (who make massive vehicles) are having the same problems that Peugot and Renault (who make much smaller vehicles) are having.
Agreed.
Cars getting simpler? That's a bonus.
Only if the price comes down to reflect that too
@@The23rdGamer fuken heres hoping. Every time there is a problem with my car its the electronics ffs. I always say givee a car for half price with all the bullshit thrown out
Tesla has left the chat.
@@LifelinkTV mechanically a Tesla is simplistic for maintenance actually.
If cars go all analog again we can bet on eating supper with robots, living in vaults, and getting nuked into Oblivion.
what a very good video! thanks bro
I get the feeling theirs no actual shortage, it's all in the municipal dumps every year something new gets made.
There is*
@@leyzic9272 Dont care
@@moguldamongrel3054 don't*
@@leyzic9272 yea autocorrect changed it. I changed it back. Dont care
Take your meds schizo
When you think about how difficult they are to make and how incredibly complex the supply chain and fragile the connections between everything is, it's a miracle that I'm able to send this message to you on a computer, and it's another miracle that you're able to see it right now.
It is a miracle computers work at all. Billions of things have to go right without a single failing.
I wish more people would realize this...We better enjoy this period of absolute luxury while we still can. We have it so much better than any other humans that have ever lived. Air Conditioning, heating, running water, toilets, sinks, computers, convenience stores, grocery stores, internet, video games, schools, tourism.... the list goes on and on, but yet everybody complains. All of these great things have coincided with a generation of ungrateful people who don't realize that it wasn't always this way. How we live now is not the normal conditions for humans on this planet. We are sooooo fucking lucky to be alive right now.
@@JasonLawrenceJones you got that right. We live better than kings and queens did in days of old. And when we get sick we don't have to get leeches slapped on the soles of our feet either. We may receive treatments that actually work.
The real reason why USA west media falsely accuses CHINA of mistreating Uyghur Muslims is because they want to prevent the 1.6 Billion Chinese worldwide and 2.0 Billion Muslims from working together. Both these groups have been discriminated by USA and the WEST for decades and are more likely to work together. Chinese & Muslim nations working together will lead to US losing its dominance of the world. Plus this will gain Asia, Russia and African support too including the rest of the world.
This device I'm holding is pretty crazy if you think about it. I want to know how phones and other technology works.
"What tiny things can they change without anyone noticing?"
Other carmakers should ask Porsche seeing they have the ability to charge people to REMOVE features from their already pricey car lolololol
care to elaborate?
What do you mean
@@jole0 I believe he’s talking about how cars like the gt3 rs cost more, but remove stuff like air conditioning and radio for weight reduction
@@Flat6Mafia thanks.
Porsche is going the Apple way in the name of re- innovation. Ducking build on the things which are good instead of removing them...
Excellent video!
"...too Xbox's."
*Proceeds to show a switch*
Edit: I'm not nitpicking, I just think it's funny
It's almost like there's a downside to "Just in Time" management schemes.
OMFG thank you for this. I’ve disliked JIT since I first learned about it. Talk about understanding risks.
As a planner, JIT is a curse word to me. And it paid of in spades last year when I stocked up on regular priced masks and individually wrapped supplies for my company in feb/march before we needed them in April. But when I want to order something else in advance now, ohhh suddenly it's a problem and we can't get it approved. Okay, then run out and leave me tf alone, cheapskates. You hired me to plan, so f off if you don't want to plan now.
JIT has been proven not to work. JIT was actually created as a concept to explain away the embarrassment by the Japanese when their financial and production capabilities were caught short in the 1980s. The world adopted it “in order to compete”. They did not realize that this was a cover for failure. The problem is that governments and courts have institutionalized this failure. Executives who do not institute this get sued. Failure reinforces failure. Insanity is defined as doing the same thing over and over expecting a different result.
They're trying to Corner the market and dictate consumer stuff. Like, electric cars, military Hardware, spying satellites, robots or at known as AI and projects like SpaceX launch a nuclear bomb on Mars. Just my opinion
There's a downside to every scheme. Stockpiling has more downsides when it comes to normal operations, such as quality control going down. It wastes a ton of space, and is just a waste of money. The problem is people following a buzzword instead of adapting the idea of JIT to work better for their requirements.
This video forgets to mention the drought in Taiwan as well, they really are working beyond capacity rn
and don't forget China knocking on there back door
@@johnmitchell2741 u rite I didn’t mention it cause they already did in the vid but u have a point there
The video also seems totally ignorant of the current multiple long standing raw substrate material supply shortages within the semiconductor industry. Chief among them the Ajinomoto Build-up Film (ABF) shortage causes by a decreased availability of industrial food & food waste production, consumption, decomposition, & composition by- & waste-products. Which btw. makes almost the entire semiconductors industry a proxy monopoly.
Baked potatoes are the best food in minecraft.
@@evilimpressario705 I agree
We have enough new cars just rotting away in huge lots. Probably a blessing in disguise honestly... As long as it doesn't result in disruptive vehicle shortages.
nice video as always
"Rice cookers" - jokes on you, I got an old fashioned one. No computerchips in there!
jokes on you, I use fire and a frying pot e.e
I got the advanced one
I thought the only way to cook rice was in a pot of water 🤔
@TheRealBandito Nah you need that expensive one where it automates the temperature of rice and keeps it fresh for u. Lets you know when its done cooking and stops it for u too.
@TheRealBandito Definitely worth getting if you eat rice a lot.
Damn, I didn't know Taiwan has become so critically and globally important in the last decade.
Man, what will happen is China invades?
Powers that be made sure of that
Neither did I
@@TheCrazierz Every single country will experience a semi conductor shortage, & every single country will be pissed. Then China can expect 8-nation alliance part 2 except this time it's more than just 8.
@@TheCrazierzWorld War 3: The Silicon Crusade.
Just imagine the absolute chaos if the CEO of TSMC just dissolved the whole company without notice
A CEO doesn't have the power to dissolve a Company. That power remains with Board of Directors and is ultimately passed at a shareholders meeting. But yes, if the Company dies for whatever reason, we're in trouble lol
He has a unique style of videos... Art and editing! Wonder what programs is he using!?
Was hoping it would be mentioned that many of these integrated circuits use rare earths that we're depleting with silly practices such as planned obsolescence for phones and other devices
Um rare earth elements aren't rare. Its just a dumb name.
Better first learn what “rare earth” actually means.
silicon is one of the most abundant materials on this planet. We run out of plastic and drinkable water before it
@@MistorDi I suggest you to do the same buddy, I'm talking about of the likes of Yttrium, Neodymium, etc, rare earths are already in the list of elements that face shortages.
@@BobbyGeneric145 ??? Are u dumb? It's called rare elements for a reason. It is because it's not the easiest thing to find plus it's not infinite.
Taiwan: Defend me
World: No
Taiwan: *attains a strong majority of superconductor manufacturing which is essential for a variety of modern goods*
Taiwan: Defend me now
World: Ok
*World : maybe
@@conveniencestorebanana9648 Joe B says "Hey Man, don't trucks use carburetors?"
@@nameremoved4010 😏😏👍👍☑️
😂🤣😂🤣😂🤣😂🤣😂🤣😂
Be that as it may, this is an Achilles' heel of the world economy. And if the world crank sanctions on china, then china might impose an embargo out of Taiwan or better yet come visit for a hundred years or so. Can you imagine the counter crank?
@@ShrekMeBe if the us president realises what attacking tsmc means its quite likely he would use the nuclear option for its defence
good coverage
Seeing subbed youtube channels grow so much since last visit makes me feel stagnant
"A 1% reduction in U.S. GDP."
Kids: "Meh" *Shrugs*
Adults: *PANIK*
the real panic will come if china tries invading taiwan and gets their hands on that company. then were all f***ed
One percent is still several hundred billion dollars.
1%: so how can we sell this as "it's fine and we are smart 🤓?"
1% compounding is yuge. This is why we don't let kids vote.
Seriously though, people will definitely die of suicide with that kind of absolute effect on GDP.
"Over 90% of TSMC fabs are located in one politically fraught *country*, Taiwan."
:: angry Pooh Bear noises ::
Christopher Robin must pay
*Your social credit score has been deducted.*
You have hurt the feelings of the Chinese people! Why don't you apologize immediately like John Cena did! 🤣🤣🤣
@@bankerdave888 man he was my childhood icon, so sad to see him being chinas bixch
This is why Confucius say not to place all your Eggs into one Basket
So you’re telling me this part costs 4-5 bucks by takes like a year or so to create?
AS usal with parts of Mass Production.
not created one by one obviously, but in massive numbers
I work in the paint/stain industry and even we are hurting really bad from supply chain disruptions. We haven't gotten certain products in months and even the most popular products aren't in our supply shipments.
Most rice cookers don't use chips, the fancy digital everything cookers do, but most of them use a magnet which releases at the exact temperature rice is cooked at. Purely mechanical which is amazing to think about.
What about a pot to cook rice.
@@holger_p by that argument no one needs a kettle or a toaster either but the convenience of these items is worth it to those who use them frequently.
Bro that technology is too advanced for me
Magnetism is not mechanical.
Maybe he meant analog
Each nation needs to have a more comprehensive e-waste recycling program, too many perfectly good components end up in landfills, ie chokes, capacitors, transistors in a limited fashion, and precious elements. Many of these components can be easily repurposed in new devices.
Yes, but No. U know when China broke recycling, they broke all.
Also u need to optimize code for slower tech like on C64 and Amiga
This is not really true at all. E-waste is broken down for its metals and rare materials. You don't reuse the components at all. E-waste recycling is purely to save on mining.
@@cazzah49 Recyling is recycling, the method is arbitrary
@@mateuszzimon8216 That's a valid point
So much electronic equipment is thrown out that is still fully functional, or could be easily repaired. People need to make an effort to keep using things as long as possible and networks need to stay backwards compatible to accommodate old hardware.
very nice presentation
I greatly appreciate the manual HVAC controls on my '09 Colorado.
*and crank windows. It still has more computers in it that NASA had when we went to the moon, but its fewer than other vehicles.
Coming next year: "why the world has a glut of semiconductor chips"
Coming next year: discount gaming pc upgrades (hopefully)
@@diggoran highly doubt it as long as crypto mining is lucrative
Yeah, that's not happening when someone wanted to build Starlink and expand to the moon and mars, and only one company has the ability to produce the most advanced chips. could happen in 10 years, but not in one.
I think I see an investment opportunity here.
@@diggoran amen!
"Nintendo can't make enough Switches"
Small Correction: They have enough to exceed demand for now, but they've said that it may go back into a shortage in the future in interviews. If you want to buy a Switch on Amazon right now, you can.
I kinda wanted to wait to see if the switch pro rumors were true so I could get that but now I’m afraid I might just have to settle for a regular switch while I still can.
Liar , I still can't buy ,it say card declined or sth.
@@VJETRA I hope you’re joking
@@ystudbeast3 So far it looks like its comming out in september, it would probably sell out immediatley though.
you'd think everybody would have a switch by now
The way this man pronounces Peugeot and Renault has me shook more than the chip shortage tbqh
and Audi...
lol thats how we prononuce them in norwegian
Great explanation
I've encountered this problem many times, I usually just blueprint my factories and have my construction robots build a new one.
Factorio❤
I see, the factory must grow
PolyMatter: TSMC needs Taiwan. The world needs TSMC. * subtext: The world needs Taiwan *
China: Wait, that's illegal
Imagine china invading Taiwan. No more electronics for years lol.
@@XnxxD Well invading is not china's way of doing things... but hey it's china who knows what they would do. It is impossible to say anything about them as long as they are autocracy
@@sanjay_swain yeah. Why invade when you can cripple the whole world with a weird flu strain.
@@sanjay_swain China has promised to invade Taiwan before the 100 year anniversary of the CCP if they don’t allow China to take them over peacefully. The clock is ticking.
Edit: The reunification is actually promised before the 100 year anniversary of the CCP taking power in China, which is 2049.
Taiwan province will be back.
I work for a spring manufacturer and we make a lot of components that go into cars. We've been told that a big part of the shortage comes from a Semiconductor factory burning down earlier this year. No clue if this is true or not.
It's not just semi conductors, it's parts for industrial machinery. I work for a business that supplies valves and parts for tanks and we are seeing lead times of upwards of 26 weeks for some parts, whereas it used to be 3-4 weeks tops pre-pandemic.
2:45 chad hover, causing and sponsoring the semiconductor shortage
07:47 "Shipping prices are at recent highs"... and slow. *Shows Evergreen ship.* 😀
Plot twist: the Evergreen incident was responsible for the global chip shortage
@@randomdud3652 😂😂
Man the Evergreen, talk about a huge cockblock.
Ever Given. Evergreen is the holding company.
@@a0flj0 nobody cares krillin
Great video
Well, for a time, TSMC were on a lowered capacity due to the weird drought earlier in the year which affected most of Taiwan, and the TSMC plant is in one of the severely affected area of drought which forced it to reduce production rate, and if the drought had lasted, they would have to even close the plant, but the drought is gone now
The future looks bright with more fabs being built in the West. The world should invest in diversifying manufacturing locations in all inhabited continents.
Overcapacity will force those fabs to close again, like it did in the early 2000s. Just build a couple more, and that is it. Besides, automotive manufacturers' just-in-time crap is to blame for it. They only order anything when they need it, and do not build up inventory. This policy backfired in this case. The Fabs are not going to sit around and wait for auto manufacturers, they will take any business they can get.
@@syedyasirali1974 Just in time manufacturing has been a constant nightmare in any factory I've work. It's never in time and ends up more like "sweep the floors until the parts get here next Monday."
@@GeneralChangFromDanang ive been a trucker for the last 15 years and was around when the world emulated japans business models , JIT bei,g one of them, and it is a disaster. Im firmly of the belief tbat for most Large companies it only serves artificial purposes. To avoid taxes and to keep companies real value low to avoid takeover/manipulation. I used to carry turbos between asheville nc and two hours west of chicago in an 18 wheeler. The normal load was maybe 6 or 8 turbos. Sometimes literally 2. And id haul ass back usually empty. A truck that cab Literally. Carry everytging you own includong your vehicles in the trailer with a handful of pallets in the back. Travelling 3200 miles a week. Probably cost $6000 a week. And there were times they were calling me every 15 min as i got back to sheville saying they needed me there asap because their lune was shut down while they waited. It was insane. I could have probably carried 3 months of supply in One trip
@@GeneralChangFromDanang agreed. Most of the time, people ordering stuff will do so at the last second, and then demand it to be delivered instantly, forcing the manufacturers to run into overtime.
@@syedyasirali1974 maybe, the demand wasn't as high in 2000 as it is now. Many are estimating/hypothesizing that this level of demand is here to stay. Cars are using more and more to the point they won't be reducing the level of tech in cars from here on out.
Everything in life is using more chips due to Alexa and google being in everything.
As an internet person this video title gave me INTENSE anxiety
You're an internet?
@@WanderTheNomad I just wanted to ask that.
@@WanderTheNomad yes
@@TravisGilbert sus
You might have to go outside. Scary.
lol, was surprised to see a short clip of PDX.
well i can imagine some of why china wants to dictate over taiwan.. cant imagine such a controlling government NOT wanting such massive power over the world as to have full control over tsmc.
Yea it's scary if a war actually breaks out, even if most of the world doesn't get involved, even if we avoid Nukes falling, the world's industries are going to crash
China wanted Taiwan even before TSMC was funded
Kinda scary to see that most supply chains or the whole economy is kinda built on a house of cards.
Muskel Former: Absolutely. The US should go back to self sufficiency, it was so much better. Doesn't mean all or nothing for foreign trade, too much of the healthiest fresh foods (fruit, vegs) are getting shipped overseas.
if china play it war card with Taiwan rip globe economy
This House of cards, can fall like cards
iPhone has another reasons to raise prices this year.
Courage to raise prices in ample doses.
Like they need any other reason than greed.
They don't even need any reason, there customers will buy it at double price also..
They don't even need to rise, just remove existing features to save more costs or sell you other products like the headphone jack or a charger.
Dont buy apple
Me using the same computer since 2013: "Hah, I solved that problem years ago!"
I have two from 2009, three from 2011 and two from around 2015. I use them way more often than the one I bought last year, which should work until, at least, 2032.
2:04 This phrase...... I am really mortified that any industry, company, corporation, or person selling a service or product has the nerve to place ownership over future funds, as if the consumer is obligated to continue purchasing new products or continuing a service well into the future.... obligated, as if the consumer is not the entity choosing to engage in commerce with the industry......etc!
5:17 parts scarce that hi-tech labs restored with CRT monitors.
Wait, wat tha
I could imagine TSMC being the most powerful company in the world now. If they would stop producing Semiconductors, consequences would be massive across the whole world and every company.
And all it would take to fuck that up is China getting uppity thinking it owns Taiwan and taking action to secure it
Let's hope that Intel's new fabs will give sufficient sumply in 2023.
3:40, I almost spat water out through my nose. Damn joke coming out of nowhere
Jesus this clickbait made it seem like we were running out of the materials for semi-conductors, not that it was just taking long to make.
The world is not running out of computers. The world is squeezing out reliability, flexibility, and stability out of all of our systems. Every one of the more important automotive use cases could be served by single chip computer produced 5 years ago. Thank you Just-in-Time supply chains and globalization.
gather round everyone, this guy on CZcams obviously knows something we don't.
@@Izack I actually think he has a point. Most industries hunt better figures for the quarter rather than thinking more long term in their decision making. Basically any disaster that is more than a year away is not considered in any kind of risk/reward analysis. We have been reminded multiple times the last year how vulnerable our system is. Efficiency seems to come at a cost.
@Cancer McAids I feel like I need to nuance what I said cause I think the reason we aren't doing _that_ long estimates is because it is hard. For example ask yourself what you are going to do tomorrow and compare it with what you think you are going to do in five years. Time makes for more uncertainties that makes planning much harder. But we still can add some more planning to the system, but lets not plan for things that can't be planned for.
@Cancer McAids For some business I think you are completely right. Most blatant example is the layoffs at Activision Blizzard.
@Cancer McAids very well said
It doesn't help when at the first whiff of a downturn, semiconductor companies mothball equipment and lay off their workers. Over time, the mothballed equipment gets robbed of parts to keep the remaining equipment going. Then, when there is an increase in demand, neither the people or the equiment are in place to meet it. Also, when recruiting staff, who incidentally are highly skilled, but poorly treated and paid, a lot of them who are new to the industry won't put up with such nonsence and leave. Eventually, the companies get to finally meet demand, only for it to drop off again, and so the cycle repeats itself over and over again.... signed A. SemiconEngineer.
What does mothballing means
@@randomness4989 It means shutting down and not using for an extended period.
@@dazmondeo oh I see I learned a new word today
This is half of the issue, the companies executing such policies and procedures is an attempt to navigate the current environment. At an individual level many ideas only secure isolated situations, there's no rush but as more understand the impact of cooperating we will know what the human component has to offer.
Happens at my place. We shut down lines, we steal parts off those lines to keep production going, then when they want to start up the lines that were shut down hey pesto looking for parts again....
Interesting , thank you
Best news I’ve heard all day!