On September 28, the Financial Times, a century-old media giant, launched a documentary titled "The race for semiconductor supremacy". The documentary focuses on the United States, which has led the global semiconductor industry for half a century and has lost its technological leadership in recent years. Later, it tried to revitalize and return to industry leadership through a series of initiatives and ensure the security of its supply chain to counter a rising China.
The documentary describes the long-term dominance of the United States in the global semiconductor industry, but in recent years, in the most important field of semiconductor manufacturing, it has been Taiwan Semiconductor Manufacturing Company of China that leads the development of Moore's Law. This means that the United States' semiconductor leadership has loosened. Facing the decline of its original hegemon, China's strong economic and technological rise has aggravated the United States' concerns. As a province of China, TSMC, founded in Taiwan, has become the world's most advanced semiconductor company, which has undoubtedly increased the complexity of geopolitics and made the outcome of this battle for semiconductor supremacy even more confusing.
In addition to interviews with the author himself, the documentary also includes interviews with Intel CEO Pat Gelsinger, Semiconductor Industry Association (SIA) President John Neuffer, Chip War author Chris Miller, the Mayor of Phoenix, the Dean of Arizona State University, and many top American think tank experts. Attempts to piece together the plight America is experiencing and try to reverse it through various efforts.
As the only Chinese representative and the only interviewer filming on location, the author talked freely with London-based producer Ben Marino and FT Hong Kong Qianer Liu about many issues in the chip competition between China and the United States during a nearly hour-long interview in the studio. The final documentary The editing effect is generally satisfactory. Although I elaborated a lot of my own opinions during the interview, I am only part of the documentary. I believe that other interviewers, especially those who are the world's top industry insiders, also have a lot of opinions. It cannot appear in the documentary, but this does not hinder the objectivity of the documentary.
On the other hand, domestic media often use their stance to determine the shooting and conversation content in such reports, and from beginning to end, they provide various instructive reports to prove their accuracy, such as FT's statements about the actual situation and interviews with different stances. , in the end, it is indeed more resonant to not add a rigid instructive conclusion but to let the readers think for themselves.
Documentary view: https://www.ft.com/video/24643c72-4cd7-4a52-86ae-54c1e43eddac
