WEBVTT Kind: captions Language: en 00:00:00.560 --> 00:00:02.629 align:start position:0% everyone<00:00:00.960> in<00:00:01.040> this<00:00:01.199> room<00:00:01.680> is<00:00:01.920> acutely<00:00:02.399> aware 00:00:02.629 --> 00:00:02.639 align:start position:0% everyone in this room is acutely aware 00:00:02.639 --> 00:00:04.390 align:start position:0% everyone in this room is acutely aware of<00:00:02.720> the<00:00:02.879> effects<00:00:03.200> of<00:00:03.280> the<00:00:03.360> coveted<00:00:03.679> 19<00:00:04.080> global 00:00:04.390 --> 00:00:04.400 align:start position:0% of the effects of the coveted 19 global 00:00:04.400 --> 00:00:06.230 align:start position:0% of the effects of the coveted 19 global pandemic<00:00:04.880> on<00:00:04.960> the<00:00:05.040> world<00:00:05.279> around<00:00:05.600> us<00:00:05.920> both 00:00:06.230 --> 00:00:06.240 align:start position:0% pandemic on the world around us both 00:00:06.240 --> 00:00:08.470 align:start position:0% pandemic on the world around us both positive<00:00:06.879> and<00:00:07.120> negative 00:00:08.470 --> 00:00:08.480 align:start position:0% positive and negative 00:00:08.480 --> 00:00:10.390 align:start position:0% positive and negative the<00:00:08.559> world<00:00:08.800> faced<00:00:09.200> unprecedented<00:00:10.000> spread<00:00:10.320> of 00:00:10.390 --> 00:00:10.400 align:start position:0% the world faced unprecedented spread of 00:00:10.400 --> 00:00:11.910 align:start position:0% the world faced unprecedented spread of a<00:00:10.480> disease<00:00:10.800> that<00:00:10.960> we<00:00:11.040> had<00:00:11.280> no<00:00:11.440> defense 00:00:11.910 --> 00:00:11.920 align:start position:0% a disease that we had no defense 00:00:11.920 --> 00:00:14.070 align:start position:0% a disease that we had no defense mechanisms<00:00:12.480> against<00:00:13.200> the<00:00:13.360> industry<00:00:13.759> that<00:00:13.920> we 00:00:14.070 --> 00:00:14.080 align:start position:0% mechanisms against the industry that we 00:00:14.080 --> 00:00:16.390 align:start position:0% mechanisms against the industry that we rely<00:00:14.400> on<00:00:14.559> for<00:00:14.799> our<00:00:14.880> daily<00:00:15.200> lives<00:00:15.759> ground<00:00:16.160> to<00:00:16.320> a 00:00:16.390 --> 00:00:16.400 align:start position:0% rely on for our daily lives ground to a 00:00:16.400 --> 00:00:17.590 align:start position:0% rely on for our daily lives ground to a halt 00:00:17.590 --> 00:00:17.600 align:start position:0% halt 00:00:17.600 --> 00:00:19.830 align:start position:0% halt this<00:00:17.840> resulted<00:00:18.400> in<00:00:18.560> a<00:00:18.720> sudden<00:00:19.119> shortage<00:00:19.600> of 00:00:19.830 --> 00:00:19.840 align:start position:0% this resulted in a sudden shortage of 00:00:19.840 --> 00:00:21.990 align:start position:0% this resulted in a sudden shortage of refined<00:00:20.400> silicon<00:00:21.039> used<00:00:21.359> to<00:00:21.600> produce 00:00:21.990 --> 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align:start position:0% you may not realize this but you are constantly<00:00:28.640> surrounded<00:00:29.039> by<00:00:29.279> silicon<00:00:29.920> the 00:00:30.070 --> 00:00:30.080 align:start position:0% constantly surrounded by silicon the 00:00:30.080 --> 00:00:32.630 align:start position:0% constantly surrounded by silicon the chips<00:00:30.480> in<00:00:30.640> your<00:00:30.800> laptops<00:00:31.359> your<00:00:31.599> phones<00:00:32.160> modern 00:00:32.630 --> 00:00:32.640 align:start position:0% chips in your laptops your phones modern 00:00:32.640 --> 00:00:35.350 align:start position:0% chips in your laptops your phones modern cars<00:00:33.040> smart<00:00:33.360> tvs<00:00:33.840> even<00:00:34.079> some<00:00:34.399> charging<00:00:34.960> cables 00:00:35.350 --> 00:00:35.360 align:start position:0% cars smart tvs even some charging cables 00:00:35.360 --> 00:00:37.830 align:start position:0% cars smart tvs even some charging cables and<00:00:35.520> charging<00:00:35.920> bricks<00:00:36.719> use<00:00:37.040> some<00:00:37.360> sort<00:00:37.680> of 00:00:37.830 --> 00:00:37.840 align:start position:0% and charging bricks use some sort of 00:00:37.840 --> 00:00:40.630 align:start position:0% and charging bricks use some sort of transistor<00:00:38.879> made<00:00:39.120> from<00:00:39.440> silicon 00:00:40.630 --> 00:00:40.640 align:start position:0% transistor made from silicon 00:00:40.640 --> 00:00:42.150 align:start position:0% transistor made from silicon now<00:00:40.879> i<00:00:40.960> have<00:00:41.120> been<00:00:41.360> interested<00:00:41.760> in<00:00:41.840> computers 00:00:42.150 --> 00:00:42.160 align:start position:0% now i have been interested in computers 00:00:42.160 --> 00:00:43.910 align:start position:0% now i have been interested in computers for<00:00:42.320> a<00:00:42.399> long<00:00:42.640> time<00:00:42.960> which<00:00:43.120> is<00:00:43.200> why<00:00:43.440> i<00:00:43.520> came<00:00:43.680> here 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align:start position:0% for the past few years these<00:00:49.200> experiences<00:00:49.840> have<00:00:50.320> allowed<00:00:50.800> me<00:00:50.960> to 00:00:51.110 --> 00:00:51.120 align:start position:0% these experiences have allowed me to 00:00:51.120 --> 00:00:53.510 align:start position:0% these experiences have allowed me to learn<00:00:51.440> more<00:00:51.680> about<00:00:52.000> the<00:00:52.160> processes<00:00:52.800> behind 00:00:53.510 --> 00:00:53.520 align:start position:0% learn more about the processes behind 00:00:53.520 --> 00:00:55.430 align:start position:0% learn more about the processes behind everything<00:00:54.079> that<00:00:54.480> we've<00:00:54.640> grown<00:00:54.960> accustomed 00:00:55.430 --> 00:00:55.440 align:start position:0% everything that we've grown accustomed 00:00:55.440 --> 00:00:58.549 align:start position:0% everything that we've grown accustomed to<00:00:56.079> and<00:00:56.239> i<00:00:56.320> find<00:00:56.559> it<00:00:56.640> really<00:00:56.960> interesting 00:00:58.549 --> 00:00:58.559 align:start position:0% to and i find it really interesting 00:00:58.559 --> 00:01:00.470 align:start position:0% to and i find it really interesting the<00:00:58.719> sudden<00:00:58.960> emergence<00:00:59.520> of<00:00:59.680> the<00:00:59.840> code<00:01:00.079> 19 00:01:00.470 --> 00:01:00.480 align:start position:0% the sudden emergence of the code 19 00:01:00.480 --> 00:01:02.150 align:start position:0% the sudden emergence of the code 19 pandemic<00:01:01.120> resulted<00:01:01.520> in<00:01:01.680> shutdowns 00:01:02.150 --> 00:01:02.160 align:start position:0% pandemic resulted in shutdowns 00:01:02.160 --> 00:01:03.750 align:start position:0% pandemic resulted in shutdowns throughout<00:01:02.480> the<00:01:02.640> semiconductor<00:01:03.440> and 00:01:03.750 --> 00:01:03.760 align:start position:0% throughout the semiconductor and 00:01:03.760 --> 00:01:06.230 align:start position:0% throughout the semiconductor and manufacturing<00:01:04.559> industry<00:01:05.519> which<00:01:05.760> caused<00:01:06.080> one 00:01:06.230 --> 00:01:06.240 align:start position:0% manufacturing industry which caused one 00:01:06.240 --> 00:01:07.590 align:start position:0% manufacturing industry which caused one of<00:01:06.320> the<00:01:06.400> world's<00:01:06.720> most<00:01:06.960> fast-paced 00:01:07.590 --> 00:01:07.600 align:start position:0% of the world's most fast-paced 00:01:07.600 --> 00:01:09.590 align:start position:0% of the world's most fast-paced manufacturing<00:01:08.240> environments<00:01:08.880> to<00:01:09.040> come<00:01:09.200> to<00:01:09.439> a 00:01:09.590 --> 00:01:09.600 align:start position:0% manufacturing environments to come to a 00:01:09.600 --> 00:01:11.830 align:start position:0% manufacturing environments to come to a sudden<00:01:10.000> fault<00:01:10.320> for<00:01:10.479> an<00:01:10.720> unsustainable<00:01:11.520> period 00:01:11.830 --> 00:01:11.840 align:start position:0% sudden fault for an unsustainable period 00:01:11.840 --> 00:01:13.190 align:start position:0% sudden fault for an unsustainable period of<00:01:12.000> time 00:01:13.190 --> 00:01:13.200 align:start position:0% of time 00:01:13.200 --> 00:01:14.469 align:start position:0% of time when<00:01:13.360> i'm<00:01:13.439> done<00:01:13.680> speaking<00:01:14.080> i<00:01:14.159> want<00:01:14.240> to<00:01:14.320> leave 00:01:14.469 --> 00:01:14.479 align:start position:0% when i'm done speaking i want to leave 00:01:14.479 --> 00:01:17.030 align:start position:0% when i'm done speaking i want to leave you<00:01:14.640> with<00:01:14.720> a<00:01:14.799> few<00:01:15.040> key<00:01:15.280> takeaways<00:01:16.240> number<00:01:16.479> one 00:01:17.030 --> 00:01:17.040 align:start position:0% you with a few key takeaways number one 00:01:17.040 --> 00:01:19.350 align:start position:0% you with a few key takeaways number one the<00:01:17.200> pandemic<00:01:17.759> triggered<00:01:18.080> a<00:01:18.159> chain<00:01:18.479> of<00:01:18.640> events 00:01:19.350 --> 00:01:19.360 align:start position:0% the pandemic triggered a chain of events 00:01:19.360 --> 00:01:21.749 align:start position:0% the pandemic triggered a chain of events number<00:01:19.759> two<00:01:20.320> these<00:01:20.640> events<00:01:21.119> temporarily 00:01:21.749 --> 00:01:21.759 align:start position:0% number two these events temporarily 00:01:21.759 --> 00:01:23.910 align:start position:0% number two these events temporarily disrupted<00:01:22.240> production<00:01:22.799> and<00:01:22.880> number<00:01:23.280> three 00:01:23.910 --> 00:01:23.920 align:start position:0% disrupted production and number three 00:01:23.920 --> 00:01:25.910 align:start position:0% disrupted production and number three that<00:01:24.159> temporary<00:01:24.720> disruption<00:01:25.360> permanently 00:01:25.910 --> 00:01:25.920 align:start position:0% that temporary disruption permanently 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to<00:01:33.280> covet<00:01:33.600> 19. 00:01:35.030 --> 00:01:35.040 align:start position:0% manufacturing industry to covet 19. 00:01:35.040 --> 00:01:36.630 align:start position:0% manufacturing industry to covet 19. just<00:01:35.280> like<00:01:35.439> all<00:01:35.680> other<00:01:35.920> industries<00:01:36.400> as<00:01:36.479> well 00:01:36.630 --> 00:01:36.640 align:start position:0% just like all other industries as well 00:01:36.640 --> 00:01:39.030 align:start position:0% just like all other industries as well as<00:01:36.880> us<00:01:37.119> at<00:01:37.200> home<00:01:37.840> semiconductor<00:01:38.560> producers 00:01:39.030 --> 00:01:39.040 align:start position:0% as us at home semiconductor producers 00:01:39.040 --> 00:01:41.510 align:start position:0% as us at home semiconductor producers had<00:01:39.680> very<00:01:40.000> little<00:01:40.320> time<00:01:40.560> to<00:01:40.720> react<00:01:41.040> to<00:01:41.200> covet 00:01:41.510 --> 00:01:41.520 align:start position:0% had very little time to react to covet 00:01:41.520 --> 00:01:42.789 align:start position:0% had very little time to react to covet 19. 00:01:42.789 --> 00:01:42.799 align:start position:0% 19. 00:01:42.799 --> 00:01:45.030 align:start position:0% 19. a<00:01:42.960> case<00:01:43.200> report<00:01:43.600> by<00:01:43.840> sc<00:01:44.240> chang<00:01:44.560> and<00:01:44.640> their<00:01:44.799> team 00:01:45.030 --> 00:01:45.040 align:start position:0% a case report by sc chang and their team 00:01:45.040 --> 00:01:46.630 align:start position:0% a case report by sc chang and their team in<00:01:45.200> the<00:01:45.280> journal<00:01:45.600> of<00:01:45.680> the<00:01:45.759> formosan<00:01:46.320> medical 00:01:46.630 --> 00:01:46.640 align:start position:0% in the journal of the formosan medical 00:01:46.640 --> 00:01:49.350 align:start position:0% in the journal of the formosan medical association<00:01:47.439> in<00:01:47.600> 2020<00:01:48.720> reported<00:01:49.119> that<00:01:49.280> the 00:01:49.350 --> 00:01:49.360 align:start position:0% association in 2020 reported that the 00:01:49.360 --> 00:01:51.429 align:start position:0% association in 2020 reported that the first<00:01:49.680> case<00:01:49.920> of<00:01:50.000> kova<00:01:50.320> 19<00:01:50.720> to<00:01:50.799> be<00:01:50.960> confirmed 00:01:51.429 --> 00:01:51.439 align:start position:0% first case of kova 19 to be confirmed 00:01:51.439 --> 00:01:53.350 align:start position:0% first case of kova 19 to be confirmed outside<00:01:51.840> of<00:01:51.920> mainland<00:01:52.479> china<00:01:52.880> occurred<00:01:53.200> in 00:01:53.350 --> 00:01:53.360 align:start position:0% outside of mainland china occurred in 00:01:53.360 --> 00:01:56.389 align:start position:0% outside of mainland china occurred in taiwan<00:01:53.840> on<00:01:54.000> january<00:01:54.479> 21st<00:01:55.200> 2020. 00:01:56.389 --> 00:01:56.399 align:start position:0% taiwan on january 21st 2020. 00:01:56.399 --> 00:01:57.830 align:start position:0% taiwan on january 21st 2020. this<00:01:56.640> is<00:01:56.720> extremely<00:01:57.200> important<00:01:57.600> because 00:01:57.830 --> 00:01:57.840 align:start position:0% this is extremely important because 00:01:57.840 --> 00:01:59.510 align:start position:0% this is extremely important because taiwan<00:01:58.320> produces<00:01:58.799> the<00:01:58.880> majority<00:01:59.360> of<00:01:59.439> the 00:01:59.510 --> 00:01:59.520 align:start position:0% taiwan produces the majority of the 00:01:59.520 --> 00:02:01.670 align:start position:0% taiwan produces the majority of the world's<00:01:59.840> semiconductors<00:02:00.960> and<00:02:01.119> is<00:02:01.200> very<00:02:01.439> close 00:02:01.670 --> 00:02:01.680 align:start position:0% world's semiconductors and is very close 00:02:01.680 --> 00:02:03.590 align:start position:0% world's semiconductors and is very close to<00:02:01.920> wuhan<00:02:02.399> china<00:02:02.880> where<00:02:03.040> the<00:02:03.200> virus<00:02:03.520> is 00:02:03.590 --> 00:02:03.600 align:start position:0% to wuhan china where the virus is 00:02:03.600 --> 00:02:05.510 align:start position:0% to wuhan china where the virus is suspected<00:02:04.000> to<00:02:04.159> have<00:02:04.320> originated<00:02:05.200> but<00:02:05.360> i'll 00:02:05.510 --> 00:02:05.520 align:start position:0% suspected to have originated but i'll 00:02:05.520 --> 00:02:08.710 align:start position:0% suspected to have originated but i'll talk<00:02:05.680> more<00:02:05.840> about<00:02:06.079> taiwan<00:02:06.479> in<00:02:06.560> a<00:02:06.640> second 00:02:08.710 --> 00:02:08.720 align:start position:0% talk more about taiwan in a second 00:02:08.720 --> 00:02:11.750 align:start position:0% talk more about taiwan in a second emmanuel<00:02:09.360> of<00:02:09.520> arbilio<00:02:10.319> forbes<00:02:10.800> in<00:02:10.879> 2021 00:02:11.750 --> 00:02:11.760 align:start position:0% emmanuel of arbilio forbes in 2021 00:02:11.760 --> 00:02:13.589 align:start position:0% emmanuel of arbilio forbes in 2021 reported<00:02:12.160> that<00:02:12.319> taiwan<00:02:12.800> was<00:02:12.959> already<00:02:13.280> dealing 00:02:13.589 --> 00:02:13.599 align:start position:0% reported that taiwan was already dealing 00:02:13.599 --> 00:02:15.589 align:start position:0% reported that taiwan was already dealing with<00:02:13.760> an<00:02:13.920> extensive<00:02:14.480> long-term<00:02:15.040> drought 00:02:15.589 --> 00:02:15.599 align:start position:0% with an extensive long-term drought 00:02:15.599 --> 00:02:17.270 align:start position:0% with an extensive long-term drought which<00:02:15.760> was<00:02:16.000> already<00:02:16.480> impacting<00:02:16.959> the<00:02:17.040> chip 00:02:17.270 --> 00:02:17.280 align:start position:0% which was already impacting the chip 00:02:17.280 --> 00:02:19.589 align:start position:0% which was already impacting the chip making<00:02:17.760> process<00:02:18.640> the<00:02:18.800> added<00:02:19.120> restrictions 00:02:19.589 --> 00:02:19.599 align:start position:0% making process the added restrictions 00:02:19.599 --> 00:02:21.830 align:start position:0% making process the added restrictions due<00:02:19.760> to<00:02:19.920> kobe<00:02:20.239> 19<00:02:20.720> meant<00:02:20.959> that<00:02:21.200> production 00:02:21.830 --> 00:02:21.840 align:start position:0% due to kobe 19 meant that production 00:02:21.840 --> 00:02:23.190 align:start position:0% due to kobe 19 meant that production simply<00:02:22.080> could<00:02:22.319> not<00:02:22.480> continue<00:02:22.879> at<00:02:23.040> any 00:02:23.190 --> 00:02:23.200 align:start position:0% simply could not continue at any 00:02:23.200 --> 00:02:25.510 align:start position:0% simply could not continue at any reasonable<00:02:23.680> pace 00:02:25.510 --> 00:02:25.520 align:start position:0% reasonable pace 00:02:25.520 --> 00:02:27.030 align:start position:0% reasonable pace now<00:02:25.680> let's<00:02:25.920> look<00:02:26.080> at<00:02:26.160> how<00:02:26.319> the<00:02:26.400> disease<00:02:26.720> spread 00:02:27.030 --> 00:02:27.040 align:start position:0% now let's look at how the disease spread 00:02:27.040 --> 00:02:29.990 align:start position:0% now let's look at how the disease spread affected<00:02:27.680> production<00:02:28.160> and<00:02:28.319> led<00:02:28.480> to<00:02:28.640> shutdowns 00:02:29.990 --> 00:02:30.000 align:start position:0% affected production and led to shutdowns 00:02:30.000 --> 00:02:31.270 align:start position:0% affected production and led to shutdowns like<00:02:30.239> many<00:02:30.480> other<00:02:30.720> governments<00:02:31.120> the 00:02:31.270 --> 00:02:31.280 align:start position:0% like many other governments the 00:02:31.280 --> 00:02:32.630 align:start position:0% like many other governments the taiwanese<00:02:31.840> government<00:02:32.319> imposed 00:02:32.630 --> 00:02:32.640 align:start position:0% taiwanese government imposed 00:02:32.640 --> 00:02:34.550 align:start position:0% taiwanese government imposed restrictions<00:02:33.280> on<00:02:33.519> manufacturing<00:02:34.239> plants 00:02:34.550 --> 00:02:34.560 align:start position:0% restrictions on manufacturing plants 00:02:34.560 --> 00:02:35.990 align:start position:0% restrictions on manufacturing plants that<00:02:34.640> require<00:02:35.040> they<00:02:35.200> either<00:02:35.519> reduce<00:02:35.840> their 00:02:35.990 --> 00:02:36.000 align:start position:0% that require they either reduce their 00:02:36.000 --> 00:02:38.150 align:start position:0% that require they either reduce their workforce<00:02:36.800> or<00:02:36.959> shut<00:02:37.200> down<00:02:37.440> temporarily 00:02:38.150 --> 00:02:38.160 align:start position:0% workforce or shut down temporarily 00:02:38.160 --> 00:02:39.350 align:start position:0% workforce or shut down temporarily entirely 00:02:39.350 --> 00:02:39.360 align:start position:0% entirely 00:02:39.360 --> 00:02:40.630 align:start position:0% entirely among<00:02:39.680> these<00:02:39.920> was<00:02:40.080> the<00:02:40.239> taiwanese 00:02:40.630 --> 00:02:40.640 align:start position:0% among these was the taiwanese 00:02:40.640 --> 00:02:42.390 align:start position:0% among these was the taiwanese semiconductor<00:02:41.360> manufacturing<00:02:42.080> company 00:02:42.390 --> 00:02:42.400 align:start position:0% semiconductor manufacturing company 00:02:42.400 --> 00:02:44.470 align:start position:0% semiconductor manufacturing company which<00:02:42.640> produces<00:02:43.200> more<00:02:43.360> than<00:02:43.519> 50<00:02:43.840> percent<00:02:44.319> of 00:02:44.470 --> 00:02:44.480 align:start position:0% which produces more than 50 percent of 00:02:44.480 --> 00:02:46.550 align:start position:0% which produces more than 50 percent of the<00:02:44.560> world's<00:02:44.879> refined<00:02:45.280> silicon 00:02:46.550 --> 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environment<00:03:04.239> is 00:03:04.309 --> 00:03:04.319 align:start position:0% the manufacturing environment is 00:03:04.319 --> 00:03:06.550 align:start position:0% the manufacturing environment is extremely<00:03:04.959> fast-paced<00:03:05.920> and<00:03:06.080> the<00:03:06.239> initial 00:03:06.550 --> 00:03:06.560 align:start position:0% extremely fast-paced and the initial 00:03:06.560 --> 00:03:09.030 align:start position:0% extremely fast-paced and the initial process<00:03:07.360> of<00:03:07.519> refining<00:03:08.080> raw<00:03:08.319> silicon<00:03:08.879> is 00:03:09.030 --> 00:03:09.040 align:start position:0% process of refining raw silicon is 00:03:09.040 --> 00:03:11.190 align:start position:0% process of refining raw silicon is extremely<00:03:09.440> human<00:03:09.840> involved 00:03:11.190 --> 00:03:11.200 align:start position:0% extremely human involved 00:03:11.200 --> 00:03:13.110 align:start position:0% extremely human involved so<00:03:11.360> removing<00:03:11.840> humans<00:03:12.159> from<00:03:12.319> that<00:03:12.560> equation 00:03:13.110 --> 00:03:13.120 align:start position:0% so removing humans from that equation 00:03:13.120 --> 00:03:15.350 align:start position:0% so removing humans from that equation means<00:03:13.360> that<00:03:13.519> nothing<00:03:14.319> can<00:03:14.480> continue<00:03:15.120> there 00:03:15.350 --> 00:03:15.360 align:start position:0% means that nothing can continue there 00:03:15.360 --> 00:03:17.350 align:start position:0% means that nothing can continue there are<00:03:15.440> no<00:03:15.760> silicon<00:03:16.239> reserves<00:03:16.720> or<00:03:16.800> at<00:03:16.879> least<00:03:17.120> not 00:03:17.350 --> 00:03:17.360 align:start position:0% are no silicon reserves or at least not 00:03:17.360 --> 00:03:19.270 align:start position:0% are no silicon reserves or at least not enough<00:03:18.000> to 00:03:19.270 --> 00:03:19.280 align:start position:0% enough to 00:03:19.280 --> 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they 00:03:26.640 --> 00:03:28.869 align:start position:0% even once tsmc got back up to speed they were<00:03:26.800> suddenly<00:03:27.200> short<00:03:27.519> of<00:03:27.680> increased<00:03:28.000> demand 00:03:28.869 --> 00:03:28.879 align:start position:0% were suddenly short of increased demand 00:03:28.879 --> 00:03:31.110 align:start position:0% were suddenly short of increased demand costello<00:03:29.360> and<00:03:29.519> rimmel<00:03:29.840> of<00:03:30.080> guardman<00:03:30.560> in<00:03:30.959> our 00:03:31.110 --> 00:03:31.120 align:start position:0% costello and rimmel of guardman in our 00:03:31.120 --> 00:03:34.470 align:start position:0% costello and rimmel of guardman in our garter<00:03:31.440> in<00:03:31.599> 2021<00:03:32.480> reported<00:03:32.959> a<00:03:33.200> 4.8 00:03:34.470 --> 00:03:34.480 align:start position:0% garter in 2021 reported a 4.8 00:03:34.480 --> 00:03:36.789 align:start position:0% garter in 2021 reported a 4.8 increase<00:03:34.959> in<00:03:35.120> personal<00:03:35.440> computer<00:03:35.920> sales<00:03:36.560> in 00:03:36.789 --> 00:03:36.799 align:start position:0% increase in personal computer sales in 00:03:36.799 --> 00:03:39.270 align:start position:0% increase in personal computer sales in 2020<00:03:37.440> as<00:03:37.599> a<00:03:37.680> result<00:03:37.920> of<00:03:38.000> the<00:03:38.159> pandemic 00:03:39.270 --> 00:03:39.280 align:start position:0% 2020 as a result of the pandemic 00:03:39.280 --> 00:03:40.869 align:start position:0% 2020 as a result of the pandemic as<00:03:39.519> all<00:03:39.599> of<00:03:39.760> us<00:03:39.840> had<00:03:40.000> to<00:03:40.159> transition<00:03:40.720> to 00:03:40.869 --> 00:03:40.879 align:start position:0% as all of us had to transition to 00:03:40.879 --> 00:03:43.190 align:start position:0% as all of us had to transition to working<00:03:41.280> from<00:03:41.519> home<00:03:41.840> and<00:03:42.000> learning<00:03:42.319> from<00:03:42.560> home 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and everyone 00:03:48.879 --> 00:03:50.949 align:start position:0% go and suddenly buy them and everyone bought<00:03:49.120> them<00:03:49.360> at<00:03:49.440> the<00:03:49.519> same<00:03:49.840> time 00:03:50.949 --> 00:03:50.959 align:start position:0% bought them at the same time 00:03:50.959 --> 00:03:52.789 align:start position:0% bought them at the same time now<00:03:51.120> let's<00:03:51.280> look<00:03:51.440> at<00:03:51.519> the<00:03:51.599> long-term<00:03:52.080> effects 00:03:52.789 --> 00:03:52.799 align:start position:0% now let's look at the long-term effects 00:03:52.799 --> 00:03:55.589 align:start position:0% now let's look at the long-term effects of<00:03:52.959> these<00:03:53.200> temporary<00:03:53.680> disruptions 00:03:55.589 --> 00:03:55.599 align:start position:0% of these temporary disruptions 00:03:55.599 --> 00:03:57.350 align:start position:0% of these temporary disruptions increased<00:03:56.000> computer<00:03:56.400> demand<00:03:56.879> hurt<00:03:57.200> other 00:03:57.350 --> 00:03:57.360 align:start position:0% increased computer demand hurt other 00:03:57.360 --> 00:04:00.869 align:start position:0% increased computer demand hurt other devices<00:03:58.159> using<00:03:58.840> microchips<00:03:59.920> old<00:04:00.319> processing 00:04:00.869 --> 00:04:00.879 align:start position:0% devices using microchips old processing 00:04:00.879 --> 00:04:02.550 align:start position:0% devices using microchips old processing nodes<00:04:01.360> that<00:04:01.519> were<00:04:01.680> once<00:04:02.000> cutting<00:04:02.239> edge 00:04:02.550 --> 00:04:02.560 align:start position:0% nodes that were once cutting edge 00:04:02.560 --> 00:04:04.550 align:start position:0% nodes that were once cutting edge technology<00:04:03.439> are<00:04:03.680> used<00:04:04.080> by<00:04:04.319> other 00:04:04.550 --> 00:04:04.560 align:start position:0% technology are used by other 00:04:04.560 --> 00:04:06.789 align:start position:0% technology are used by other manufacturers<00:04:05.280> such<00:04:05.519> as<00:04:05.680> those<00:04:05.920> who<00:04:06.080> produce 00:04:06.789 --> 00:04:06.799 align:start position:0% manufacturers such as those who produce 00:04:06.799 --> 00:04:07.910 align:start position:0% manufacturers such as those who produce cars 00:04:07.910 --> 00:04:07.920 align:start position:0% cars 00:04:07.920 --> 00:04:09.830 align:start position:0% cars key<00:04:08.159> example<00:04:08.560> of<00:04:08.640> this<00:04:08.879> was<00:04:09.120> how<00:04:09.360> nobody<00:04:09.680> could 00:04:09.830 --> 00:04:09.840 align:start position:0% key example of this was how nobody could 00:04:09.840 --> 00:04:12.789 align:start position:0% key example of this was how nobody could buy<00:04:10.080> a<00:04:10.319> ford<00:04:10.640> truck<00:04:11.120> in<00:04:11.280> 2020 00:04:12.789 --> 00:04:12.799 align:start position:0% buy a ford truck in 2020 00:04:12.799 --> 00:04:15.670 align:start position:0% buy a ford truck in 2020 and<00:04:13.280> because<00:04:13.680> tsmc<00:04:14.319> suddenly<00:04:14.720> had<00:04:14.959> to 00:04:15.670 --> 00:04:15.680 align:start position:0% and because tsmc suddenly had to 00:04:15.680 --> 00:04:17.509 align:start position:0% and because tsmc suddenly had to devote<00:04:16.079> all<00:04:16.239> of<00:04:16.320> its<00:04:16.479> resources<00:04:17.040> to<00:04:17.199> keeping 00:04:17.509 --> 00:04:17.519 align:start position:0% devote all of its resources to keeping 00:04:17.519 --> 00:04:19.590 align:start position:0% devote all of its resources to keeping the<00:04:17.600> cutting<00:04:17.919> edge<00:04:18.160> technology<00:04:18.799> running<00:04:19.440> to 00:04:19.590 --> 00:04:19.600 align:start position:0% the cutting edge technology running to 00:04:19.600 --> 00:04:21.270 align:start position:0% the cutting edge technology running to meet<00:04:19.919> increased<00:04:20.239> demand 00:04:21.270 --> 00:04:21.280 align:start position:0% meet increased demand 00:04:21.280 --> 00:04:23.030 align:start position:0% meet increased demand all<00:04:21.440> of<00:04:21.600> the<00:04:21.759> old<00:04:22.000> processing<00:04:22.400> those<00:04:22.720> fell<00:04:22.880> by 00:04:23.030 --> 00:04:23.040 align:start position:0% all of the old processing those fell by 00:04:23.040 --> 00:04:24.710 align:start position:0% all of the old processing those fell by the<00:04:23.120> wayside<00:04:23.680> and<00:04:23.840> other<00:04:24.000> manufacturers 00:04:24.710 --> 00:04:24.720 align:start position:0% the wayside and other manufacturers 00:04:24.720 --> 00:04:26.070 align:start position:0% the wayside and other manufacturers simply<00:04:24.960> couldn't<00:04:25.199> get<00:04:25.360> their<00:04:25.520> orders<00:04:25.840> to 00:04:26.070 --> 00:04:26.080 align:start position:0% simply couldn't get their orders to 00:04:26.080 --> 00:04:27.110 align:start position:0% simply couldn't get their orders to build 00:04:27.110 --> 00:04:27.120 align:start position:0% build 00:04:27.120 --> 00:04:28.790 align:start position:0% build a<00:04:27.440> perfect<00:04:27.840> example<00:04:28.240> of<00:04:28.320> this<00:04:28.639> is<00:04:28.720> the 00:04:28.790 --> 00:04:28.800 align:start position:0% a perfect example of this is the 00:04:28.800 --> 00:04:31.030 align:start position:0% a perfect example of this is the raspberry<00:04:29.360> pi<00:04:30.000> if<00:04:30.160> you've<00:04:30.240> never<00:04:30.479> heard<00:04:30.639> of<00:04:30.800> it 00:04:31.030 --> 00:04:31.040 align:start position:0% raspberry pi if you've never heard of it 00:04:31.040 --> 00:04:33.909 align:start position:0% raspberry pi if you've never heard of it it's<00:04:31.199> a<00:04:31.360> small<00:04:31.919> low-power<00:04:32.560> computer<00:04:33.440> that<00:04:33.680> is 00:04:33.909 --> 00:04:33.919 align:start position:0% it's a small low-power computer that is 00:04:33.919 --> 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affordable<00:04:42.720> at<00:04:42.880> all 00:04:43.830 --> 00:04:43.840 align:start position:0% fast computers are not affordable at all 00:04:43.840 --> 00:04:45.270 align:start position:0% fast computers are not affordable at all anyone<00:04:44.160> that's<00:04:44.400> tried<00:04:44.560> to<00:04:44.639> buy<00:04:44.880> one<00:04:45.120> in<00:04:45.199> the 00:04:45.270 --> 00:04:45.280 align:start position:0% anyone that's tried to buy one in the 00:04:45.280 --> 00:04:46.710 align:start position:0% anyone that's tried to buy one in the past<00:04:45.520> couple<00:04:45.759> of<00:04:45.840> years<00:04:46.080> can<00:04:46.240> tell<00:04:46.400> you<00:04:46.560> that 00:04:46.710 --> 00:04:46.720 align:start position:0% past couple of years can tell you that 00:04:46.720 --> 00:04:48.550 align:start position:0% past couple of years can tell you that they're<00:04:46.960> selling<00:04:47.360> for<00:04:47.680> multiple<00:04:48.160> times<00:04:48.400> their 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anticipate<00:05:04.080> they<00:05:04.240> will<00:05:04.400> continue<00:05:04.720> to<00:05:04.880> hear<00:05:05.040> it 00:05:05.110 --> 00:05:05.120 align:start position:0% anticipate they will continue to hear it 00:05:05.120 --> 00:05:07.110 align:start position:0% anticipate they will continue to hear it as<00:05:05.280> raspberry<00:05:05.759> pi<00:05:06.000> simply<00:05:06.320> can't<00:05:06.560> hop<00:05:06.880> up<00:05:06.960> to 00:05:07.110 --> 00:05:07.120 align:start position:0% as raspberry pi simply can't hop up to 00:05:07.120 --> 00:05:09.510 align:start position:0% as raspberry pi simply can't hop up to the<00:05:07.759> same<00:05:08.000> amount<00:05:08.240> of<00:05:08.320> money<00:05:08.960> the<00:05:09.120> big<00:05:09.360> chip 00:05:09.510 --> 00:05:09.520 align:start position:0% the same amount of money the big chip 00:05:09.520 --> 00:05:12.310 align:start position:0% the same amount of money the big chip makers<00:05:09.919> like<00:05:10.080> amd<00:05:10.639> intel<00:05:11.039> nvidia<00:05:11.520> and<00:05:11.680> apple 00:05:12.310 --> 00:05:12.320 align:start position:0% makers like amd intel nvidia and apple 00:05:12.320 --> 00:05:13.990 align:start position:0% makers like amd intel nvidia and apple can<00:05:12.560> cop<00:05:12.880> up<00:05:13.039> as<00:05:13.199> the<00:05:13.360> price<00:05:13.600> of<00:05:13.680> doing 00:05:13.990 --> 00:05:14.000 align:start position:0% can cop up as the price of doing 00:05:14.000 --> 00:05:15.189 align:start position:0% can cop up as the price of doing business 00:05:15.189 --> 00:05:15.199 align:start position:0% business 00:05:15.199 --> 00:05:17.590 align:start position:0% business psmc<00:05:16.000> increased<00:05:16.400> their<00:05:16.560> prices<00:05:17.039> to<00:05:17.199> make<00:05:17.440> up 00:05:17.590 --> 00:05:17.600 align:start position:0% psmc increased their prices to make up 00:05:17.600 --> 00:05:18.870 align:start position:0% psmc increased their prices to make up for<00:05:17.759> all<00:05:17.919> of<00:05:18.080> the<00:05:18.160> extra<00:05:18.400> money<00:05:18.639> that<00:05:18.800> they 00:05:18.870 --> 00:05:18.880 align:start position:0% for all of the extra money that they 00:05:18.880 --> 00:05:22.150 align:start position:0% for all of the extra money that they were<00:05:19.039> spending<00:05:19.600> on<00:05:20.240> safety<00:05:21.199> and<00:05:21.360> as<00:05:21.520> a<00:05:21.600> result 00:05:22.150 --> 00:05:22.160 align:start position:0% were spending on safety and as a result 00:05:22.160 --> 00:05:25.590 align:start position:0% were spending on safety and as a result they<00:05:22.880> simply<00:05:24.080> didn't<00:05:24.479> care<00:05:24.880> about<00:05:25.199> anyone 00:05:25.590 --> 00:05:25.600 align:start position:0% they simply didn't care about anyone 00:05:25.600 --> 00:05:27.189 align:start position:0% they simply didn't care about anyone else<00:05:26.000> who<00:05:26.240> couldn't<00:05:26.479> afford<00:05:26.800> those<00:05:26.960> new 00:05:27.189 --> 00:05:27.199 align:start position:0% else who couldn't afford those new 00:05:27.199 --> 00:05:28.950 align:start position:0% else who couldn't afford those new prices<00:05:28.080> and<00:05:28.240> we<00:05:28.320> could<00:05:28.479> predict<00:05:28.720> that<00:05:28.800> this 00:05:28.950 --> 00:05:28.960 align:start position:0% prices and we could predict that this 00:05:28.960 --> 00:05:31.510 align:start position:0% prices and we could predict that this will<00:05:29.039> be<00:05:29.120> an<00:05:29.280> ongoing<00:05:29.680> trend<00:05:30.479> because<00:05:31.280> these 00:05:31.510 --> 00:05:31.520 align:start position:0% will be an ongoing trend because these 00:05:31.520 --> 00:05:33.430 align:start position:0% will be an ongoing trend because these large<00:05:31.840> corporations<00:05:32.400> that<00:05:32.639> make<00:05:32.960> most<00:05:33.199> of<00:05:33.280> the 00:05:33.430 --> 00:05:33.440 align:start position:0% large corporations that make most of the 00:05:33.440 --> 00:05:34.870 align:start position:0% large corporations that make most of the chips<00:05:33.680> we're<00:05:33.919> used<00:05:34.160> to 00:05:34.870 --> 00:05:34.880 align:start position:0% chips we're used to 00:05:34.880 --> 00:05:36.710 align:start position:0% chips we're used to they<00:05:35.039> have<00:05:35.280> the<00:05:35.440> money<00:05:35.919> and<00:05:36.080> they<00:05:36.240> can<00:05:36.400> afford 00:05:36.710 --> 00:05:36.720 align:start position:0% they have the money and they can afford 00:05:36.720 --> 00:05:38.870 align:start position:0% they have the money and they can afford it<00:05:36.960> as<00:05:37.120> long<00:05:37.280> as<00:05:37.440> it<00:05:37.680> nets<00:05:38.000> them<00:05:38.320> profit<00:05:38.720> from 00:05:38.870 --> 00:05:38.880 align:start position:0% it as long as it nets them profit from 00:05:38.880 --> 00:05:39.909 align:start position:0% it as long as it nets them profit from staying<00:05:39.199> on<00:05:39.280> the<00:05:39.360> cutting<00:05:39.600> edge<00:05:39.759> of 00:05:39.909 --> 00:05:39.919 align:start position:0% staying on the cutting edge of 00:05:39.919 --> 00:05:41.749 align:start position:0% staying on the cutting edge of technology 00:05:41.749 --> 00:05:41.759 align:start position:0% technology 00:05:41.759 --> 00:05:44.150 align:start position:0% technology in<00:05:41.919> conclusion<00:05:42.720> kova<00:05:43.039> 19<00:05:43.440> had<00:05:43.600> lasting 00:05:44.150 --> 00:05:44.160 align:start position:0% in conclusion kova 19 had lasting 00:05:44.160 --> 00:05:45.909 align:start position:0% in conclusion kova 19 had lasting impacts<00:05:44.560> on<00:05:44.720> the<00:05:44.800> semiconductor<00:05:45.520> production 00:05:45.909 --> 00:05:45.919 align:start position:0% impacts on the semiconductor production 00:05:45.919 --> 00:05:47.670 align:start position:0% impacts on the semiconductor production industry<00:05:46.720> now<00:05:46.880> if<00:05:46.960> you<00:05:47.039> want<00:05:47.199> to<00:05:47.280> learn<00:05:47.520> more 00:05:47.670 --> 00:05:47.680 align:start position:0% industry now if you want to learn more 00:05:47.680 --> 00:05:49.749 align:start position:0% industry now if you want to learn more which<00:05:47.919> i<00:05:48.000> suggest<00:05:48.400> you<00:05:48.560> do<00:05:48.800> if<00:05:48.960> you<00:05:49.360> you<00:05:49.520> know 00:05:49.749 --> 00:05:49.759 align:start position:0% which i suggest you do if you you know 00:05:49.759 --> 00:05:51.270 align:start position:0% which i suggest you do if you you know use<00:05:50.000> a<00:05:50.080> device<00:05:50.479> and<00:05:50.560> anticipate<00:05:51.039> that<00:05:51.120> that 00:05:51.270 --> 00:05:51.280 align:start position:0% use a device and anticipate that that 00:05:51.280 --> 00:05:52.469 align:start position:0% use a device and anticipate that that will<00:05:51.360> be<00:05:51.520> your<00:05:51.600> future 00:05:52.469 --> 00:05:52.479 align:start position:0% will be your future 00:05:52.479 --> 00:05:54.950 align:start position:0% will be your future there<00:05:52.720> are<00:05:52.880> plenty<00:05:53.120> of<00:05:53.280> other<00:05:53.759> better<00:05:54.479> outlets 00:05:54.950 --> 00:05:54.960 align:start position:0% there are plenty of other better outlets 00:05:54.960 --> 00:05:56.790 align:start position:0% there are plenty of other better outlets to<00:05:55.120> explain<00:05:55.520> this<00:05:55.680> in<00:05:55.759> more<00:05:55.919> detail<00:05:56.560> we've 00:05:56.790 --> 00:05:56.800 align:start position:0% to explain this in more detail we've 00:05:56.800 --> 00:05:58.790 align:start position:0% to explain this in more detail we've only<00:05:56.960> got<00:05:57.039> a<00:05:57.120> limited<00:05:57.440> amount<00:05:57.600> of<00:05:57.759> time<00:05:58.000> but 00:05:58.790 --> 00:05:58.800 align:start position:0% only got a limited amount of time but 00:05:58.800 --> 00:05:59.830 align:start position:0% only got a limited amount of time but what<00:05:58.960> i<00:05:59.039> want<00:05:59.120> you<00:05:59.280> to<00:05:59.360> remember<00:05:59.600> is<00:05:59.759> that 00:05:59.830 --> 00:05:59.840 align:start position:0% what i want you to remember is that 00:05:59.840 --> 00:06:01.749 align:start position:0% what i want you to remember is that chips<00:06:00.160> are<00:06:00.240> our<00:06:00.320> future<00:06:00.960> we've 00:06:01.749 --> 00:06:01.759 align:start position:0% chips are our future we've 00:06:01.759 --> 00:06:03.430 align:start position:0% chips are our future we've more<00:06:01.919> than<00:06:02.080> past<00:06:02.320> the<00:06:02.400> point<00:06:02.639> of<00:06:02.720> no<00:06:02.880> return 00:06:03.430 --> 00:06:03.440 align:start position:0% more than past the point of no return 00:06:03.440 --> 00:06:05.670 align:start position:0% more than past the point of no return where<00:06:03.840> our<00:06:04.080> computers<00:06:04.800> are<00:06:05.039> our<00:06:05.280> lives<00:06:05.600> at 00:06:05.670 --> 00:06:05.680 align:start position:0% where our computers are our lives at 00:06:05.680 --> 00:06:07.749 align:start position:0% where our computers are our lives at this<00:06:05.840> point<00:06:06.080> as<00:06:06.240> well<00:06:06.400> as<00:06:06.560> our<00:06:06.639> phones 00:06:07.749 --> 00:06:07.759 align:start position:0% this point as well as our phones 00:06:07.759 --> 00:06:09.350 align:start position:0% this point as well as our phones and<00:06:07.919> if<00:06:08.080> disruptions<00:06:08.639> like<00:06:08.800> these<00:06:09.120> happen 00:06:09.350 --> 00:06:09.360 align:start position:0% and if disruptions like these happen 00:06:09.360 --> 00:06:11.270 align:start position:0% and if disruptions like these happen again<00:06:09.759> which<00:06:09.919> they<00:06:10.160> certainly<00:06:10.639> will<00:06:11.039> we<00:06:11.199> have 00:06:11.270 --> 00:06:11.280 align:start position:0% again which they certainly will we have 00:06:11.280 --> 00:06:13.110 align:start position:0% again which they certainly will we have no<00:06:11.440> way<00:06:11.600> of<00:06:11.680> predicting<00:06:12.400> what<00:06:12.560> will<00:06:12.720> happen 00:06:13.110 --> 00:06:13.120 align:start position:0% no way of predicting what will happen 00:06:13.120 --> 00:06:15.110 align:start position:0% no way of predicting what will happen going<00:06:13.440> forward<00:06:13.840> and<00:06:13.919> the<00:06:14.080> availability<00:06:14.800> of 00:06:15.110 --> 00:06:15.120 align:start position:0% going forward and the availability of 00:06:15.120 --> 00:06:18.520 align:start position:0% going forward and the availability of modern<00:06:15.520> technology