صراع الكبار.. مَن يهيمن على قطاع الرقائق؟

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00:00 What started in the past years as a trade war between China and the Western powers,

00:08 specifically the United States, has turned into a technological war.

00:15 Today, the fight is about who will have the upper hand in the artificial intelligence sector,

00:21 in the similar sectors of the connected, and who has the greatest ability to invest quickly

00:27 and get the benefits of these investments as quickly as possible.

00:31 Today, China exports its investments in the semiconductor sector,

00:39 although in the US, Europe, and even China,

00:45 these companies that work in the semiconductor sector get a lot of government subsidies.

00:52 During the past period, US President Joe Biden has given billions of dollars to companies

00:59 like MicroStrategy, which focuses mainly on this sector.

01:05 Today, despite the large investments we have seen in this sector by the US, Germany, Spain,

01:15 and the European Union, it seems like nothing compared to the size of the investment China is making.

01:22 Today, in China, we have factories built for the semiconductor and chips sectors

01:30 in many places in the world.

01:35 This shows us that China is trying to have the upper hand

01:42 in controlling the chips and semiconductors sectors.

01:45 All over the world, the world's governments have learned a lot from the pandemic.

01:53 They have noticed that the shortage of chips has a huge impact on economic security

02:01 and many other sectors.

02:03 After the pandemic, we have seen a focus from the US and Europe on investing in this sector.

02:13 Let's look at the world's chip companies.

02:15 Who is behind this?

02:17 Those who have been following the performance of the S&P 500 in the past period know that

02:22 a large part of the profits that were under the spotlight in US companies and stocks

02:30 was Nvidia, which was a huge success in 2023.

02:37 Since the beginning of this year, the reason is that even investors are betting that any company

02:43 that bets heavily on AI and makes large investments has a very promising future in its profits.

02:51 When we look at the leading companies in the semiconductor sector,

02:55 in terms of market value, Nvidia is at the top.

02:59 TSMC, Broadcom, Samsung, AMD, many of these companies, but without a doubt, it is Nvidia.

03:08 Nvidia has spoken during the past period that it is manufacturing electronic chips

03:15 specifically for China because the US government has prevented it from importing its usual

03:23 chips to China due to fears about US national security.

03:27 Today, China is trying to build factories that manufacture the same Nvidia chips, but

03:33 internally, so that it does not need any support from US companies.

03:38 This shows us the size of the fight between the US and China regarding the subject of

03:46 electronic chips.

03:47 For those who ask why this is so important, because it is a subject that affects national

03:52 security, national security for the US, national security for China.

03:56 The chips are used in the manufacturing of electronics, electric cars, in the betting

04:02 on AI, in the applications such as ChatGPT.

04:08 Everything today about AI depends on these chips, these chips that are manufactured by

04:14 companies such as Nvidia.

04:16 These are the giants in terms of electronic chips.

04:20 They achieve desires from China more than any other country.

04:25 That is why the US government is focusing heavily on them.

04:28 The most prominent stations of the civil war between the US and China, which started as

04:32 a trade war in the previous US president Trump, today is a trade war.

04:37 It is a technological war that is used to gain more votes by the US election.

04:48 These are the most prominent stations that we have seen in relation to this most prominent

04:53 station was during this year the United States, which canceled a specific license to export

04:59 chips to the Chinese Huawei, and forced Nvidia to manufacture chips specifically for China.

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