Pratique du Shadowing: Inside The Hidden Bottleneck In The AI Chip Boom - Apprendre l'anglais à l'oral avec la vidéo
Choisissez un mode d'entraînement
Chaque mode ouvre une salle d'entraînement en plein écran.
182 phrases
Si les phrases sont trop courtes ou trop longues, cliquez sur Edit pour les ajuster.
1
AI is driving a global race for more computing power.
2
But the pressure isn't just on the chips.
3
It's also on what sits beneath them, the ICE substrate.
4
Instantly we could deliver easily 20 -25 % more if we would have the capacity fast enough.
5
Once an overlooked part of the semiconductor supply chain, substrates are now in hot demand and growing in value.
6
The substrate and the entire technology around that will be the new road.
7
Austrian technology company AT &S makes components most of us will never see, but increasingly rely on.
8
It has two main businesses.
9
Its microelectronics division makes IC substrates the high -tech base layers beneath advanced chip packages that carry power and data between processes,
10
memory, and the circuit board.
11
Its electronic solution division makes high -end printed circuit boards used in smartphones, cars, medical equipment, and other devices.
12
Together, the two divisions generated nearly 1 .8 billion euros, about 2 .1 billion US,
13
in revenue in the financial year ending March 2026.
14
The company had been spending heavily on new factories and equipment, including this manufacturing complex in Kulim, Malaysia.
15
CEO Michael Melton took me inside the clean room to see
16
the little -known component playing a growing role in the AI
17
hardware race this is an actual substrate for artificial intelligence systems actual generations
18
so what you see on the surface are ten thousands of
19
metal bumps dice these are the connection points for in the middle you see it for a processor
20
and outside for memory and input
21
and output devices you have contact points on the back surface as well
22
and this is bound to a big pcb substrate here and here on the front surface you have the processors.
23
So what does it do?
24
It is a kind of a blood and nerve system.
25
Blood system means it provides power, like the blood is providing oxygen and sugar to our cells.
26
Here the substrate is providing electrical energy.
27
Additionally, we are talking about very high communication speeds
28
and that's the reason why all these things are so dense close together and this is what the substrate also is doing.
29
It connects all the hundreds of thousands of information points to each other.
30
As AI systems grow more powerful, substrates must handle more power, move more data and connect more components.
31
That is changing their design.
32
Are these substrates of the future getting bigger or smaller?
33
They're getting significantly bigger.
34
And the reason is we want to compress more
35
and more processors on a small area and more
36
and more memory you want to compress on a small area
37
so that the communication speed is even more advanced than it is today.
38
So in the future we will see substrates significantly bigger
39
so more and more components will be embedded here in the middle
40
and more and more information lines are necessary in the future.
41
The shift is starting to show up in AT &S's results After returning to profit in three months to June 2026,
42
the company forecasts revenue growth of 45 % to 55 % for the financial year ending March 2027,
43
with demand moving much faster than new production capacity.
44
Are you producing enough to meet AI demand?
45
How much more do you have to ramp up capacity?
46
Instantly, we could deliver easily 20%, 25 % more if we would have a capacity fast enough.
47
But we're actually ramping capacity.
48
We are doing it here in Kulim as well as in China.
49
But we're also ramping in Europe, in Austria.
50
So Austria is a special spot.
51
It's not the biggest one, but it's a spot where we do also R &D, where we have dedicated R &D production lines, what is unique in our industry.
52
A couple of years ago, the substrates market was under a lot of pressure because of overcapacity.
53
Now it's moving in the opposite direction.
54
Is substrates now becoming the biggest hidden bottleneck in the AI race?
55
Yeah, definitely.
56
The development of computer chips was so fast.
57
They are so fast now in their calculation procedures.
58
Also in the calculation procedures between these GPUs and CPUs, communication to memory.
59
that the communication speed, what is delivered by a substrate, is the limiting factor.
60
So innovation… is taking part in the substrate area.
61
So substrates are enabling better performance of AI centers in the future
62
and therefore there's a lot of work actually done in innovation and substrates making them bigger.
63
So bigger means more chips on the same substrate,
64
better intermediate communication between all the components and this is significantly enhancing the performance of AI calculation centers.
65
Is substrates becoming the new gold in the semiconductor business?
66
Yeah this is most probably the case.
67
Communication between the components becomes key and this is the substrate.
68
So the substrate and the entire technology around that, so how to bring components together,
69
this is what counts and there's a lot of money and value in this kind of a contribution.
70
So yes it will be the new gold.
71
Are your customers willing to pay such a big premium for your advanced substrates yes they do um
72
and they're not complaining they they know why
73
because we are co -developing most of the things
74
so our customers are deeply involved in the technology
75
and the technology challenges and the progress so
76
if you have new computer chip designs
77
and multiple chiplets on the same substrate of course it has to be a co -development with your customer
78
and the value add from this enhanced communication speed
79
and this better energy transport towards the chips is definitely worth the money and this is how our customers see it.
80
Geopolitics has also pushed up the prices of your raw materials like gold, copper, polymass.
81
Is that eating into your margins?
82
Are you able to fully pass it on to your customers?
83
I think there's a broad understanding in our industry that it has to be passed along the entire value chain.
84
So we are in a very close contact to our suppliers as well to our customers
85
and the entire industry understands that this has to be distributed along the value chain.
86
Otherwise, the industry would break down.
87
On the other hand, the value add of the new possibilities of artificial intelligence is worth this price increase.
88
So that's not the biggest discussion.
89
The big discussion is improvement in technology, improvement in yields, and just to be faster.
90
in 2021 the company announced plans to invest up to 1
91
.7 billion euros in the coulomb manufacturing complex in june 2026
92
it announced plans for a further 1 .5 billion to 2
93
billion euros of expansion here 18s says long -term customer commitment
94
will support the investment your coulomb operations started out with just one big customer, U .S chip giant AMD.
95
How much of your decision to set up a facility here in Malaysia is
96
because of the pressure from your customers that you face to diversify outside of China?
97
The pressure was high and for good reasons.
98
So you need this kind of diversification, not just for political reasons, but also for disaster recovery, for example.
99
So to have just one side, what fits it all, It causes a risk for the global economy at the end.
100
So having a second big foot in the door here in Malaysia is not just good for the initial customer AMD, it will be good for a bunch of other customers.
101
So what we're actually planning is, if we further build out Malaysia, we will host approximately five of the big customers, the well -known customers in the world.
102
Unfortunately, I take it in advance, I can't tell you the names.
103
And speaking of names, I need to press you on that, of course.
104
AMD is a major tier one customer.
105
What does your list of big name customers look like?
106
Do they include the hyperscalers, the EV makers?
107
Yes, it includes the hyperscalers as well as the makers and the producers of computer chips itself.
108
So all the big names you know from the Silicon Valley are our customers.
109
So we're talking about Intel, Microsoft, Amazon, Google, Tesla.
110
You put the names on the table, so I can't comment on it.
111
But most of the big names are definitely our customers.
112
And with most of the big names, we are actually in the progress of defining and developing the future products.
113
Customers is one thing.
114
You're also working with partners like TSMC, MCOR.
115
They are setting up facilities in Arizona under the US CHIPS Act.
116
Is this something AT &S is also considering and exploring because you're part of the broader supply chain?
117
So actually, we have a lot of customers in the United States.
118
So far we are focusing in operations on the big plants we have
119
and the reason is our processes are different from those of the companies you named
120
and also from those of some of the chip manufacturers.
121
So our substrates are bigger, we have wet chemical processes and we need still a lot of employees.
122
And this is both from the availability and from the educational side.
123
This is easier in countries like Malaysia but still also in China.
124
So there is no direct plan now.
125
to do something in the u .s
126
but substrates are only part of the atns story its electronic solution division
127
which makes high -end printed circuit boards account for roughly half of group revenue in the financial year ending march 2026.
128
atns is up against pcb players including taiwan's compact and unimicron
129
and us -based ttm technologies the substrate market is dominated by established Asian players,
130
including Taiwan's Unimicron, Japan's EBITDA and Shinko Electric, and South Korea's Samsung Electromechanics.
131
I asked CEO Michael Merton where AT &S believes it can win.
132
Do you think AT &S has what it takes to become number one?
133
Definitely it will be a journey, but the potential to stay one of the leading companies
134
and to become one of the absolute dominant players is there
135
and the reason is we are not the biggest one today we are not financially the strongest one today
136
but we have capabilities which are extraordinary we have the capabilities of both sides
137
which are necessary for the future this is advanced pcd and substrates
138
and as we discuss the road maps down the way with
139
our customers both of these competencies will be used in the future.
140
You're a physicist by training, engineer at heart.
141
You're running a critical player in a global semiconductor supply chain.
142
With the industry moving this fast, what kind of leader is being demanded of you right now?
143
Of course, it's helping a lot that I'm an engineer physicist.
144
So to understand all the processes going on, you can't be cheated in certain terms of innovation and capabilities.
145
This, of course, is great to understand what the company is doing in detail.
146
On the other hand, it's also to provide a vision for the future of the company to the employees.
147
So they need a target, they need to be envisioned to the best performance.
148
So organizational development, implementation of innovation in the spirit of an entire company, this is absolutely key.
149
At AT &S you employ thousands of workers at a time
150
when AI is reshaping innovation
151
and the industry how do you balance innovation with concerns about
152
job security we're already using artificial intelligence in our operations for
153
better determination of processes for improvement for quality insurance this is
154
supporting the entire growth this is not a threat for the people
155
which are employed today can you do with less people
156
because of ai you can do more with the same amount of people that's the difference really
157
so you think the opposite yeah It will definitely help to stay with your employees
158
and to define not just our future as a company, but also their future.
159
It's also about education.
160
So we have an educational program for all employees worldwide to educate them in artificial intelligence usage.
161
We want to have all employees using AI systems to improve their work.
162
What's the biggest leadership lesson you've learned in your career that you take with you today as CEO of AT &S?
163
So first of all, you're never fast enough.
164
There were many people telling me, Michael, you are so fast.
165
You're maybe too fast.
166
Looking back, I would say, no, you are never too fast.
167
And most organizations, most employees are more capable than management is expecting it.
168
So they can have, not talking just about workload, I'm talking about changes, I'm talking about innovation, I'm talking about creativism, further development of their job profile.
169
The second one is strategy alone is nice, but strategy has to go hand in hand with execution.
170
And that means with organizational development.
171
So organization enables strategy and strategy enables organization.
172
But just to run a strategy without taking governance systems and organizational development also into account will fail.
173
So this is my second biggest loan.
174
As CEO of AT &S, what is your ultimate ambition for the company?
175
Where do you see the group three to five years from now?
176
Leading an advanced innovation for the entire communication infrastructure of not just artificial intelligence,
177
for advanced automation, robotics, space technology and communication.
178
Do you want to be the most profitable?
179
I think this will go hand in hand, yes.
180
Dr. Merton, thank you so much for talking to me.
181
Thank you very much.
182
Thank you.
Télécharger l'application
Tout pour parler couramment
Prononciation IAChaque phrase notée
Phonétique (IPA)Maîtrisez chaque son
VocabulaireEnrichissez votre lexique
Jeu de vocabulaireApprenez en jouant
📺 Même chaîne
B21
Scaramucci: Lutnick and Bessent have "Potomac fever" - and I had it too
Daily ConversationWorking Adults
C11
Why The AI Boom Is Reshuffling The Global Stock Market Hierarchy
Daily ConversationUniversity StudentsWorking Adults
B22
Will robots take our jobs? | CNBC Explains
Daily ConversationWorking Adults
B24
How South Korea’s AI Boom Is Spilling Into Housing
Daily ConversationWorking Adults
B21
He Quit Banking to Sell Bubble Tea — Now It Makes Over $500 Million A Year
Business EnglishDaily ConversationWorking Adults
B22
Lab-grown meat is on the rise — here's how it is made
Business EnglishDaily ConversationUniversity Students
B214
What makes art so expensive? | CNBC Explains
Business EnglishDaily ConversationUniversity Students
B22
David Beckham on Leadership, Legacy & Life Beyond Football
Business EnglishDaily ConversationUniversity Students
B21
Why is Singapore so rich? | CNBC Explains
Business EnglishDaily ConversationUniversity Students
B23
143 Investors Said No. Now WHOOP Is Worth $10 Billion
Business EnglishInterview EnglishUniversity Students
B21
The problem of education inequality | CNBC Reports
IELTS PrepTOEFL PrepUniversity Students
B24
Why Chinese Bubble Tea Chains Are Brewing Billions
Business EnglishUniversity StudentsWorking Adults
C12
Why Millionaires Are Moving To Italy
Business EnglishWorking Adults
B214
Why does Japan work so hard? | CNBC Explains
Business EnglishDaily ConversationUniversity Students
C14
Why France’s Economy Is Stalling
IELTS PrepBusiness EnglishUniversity Students
C124
Why is Switzerland home to so many billionaires?
Business EnglishDaily ConversationUniversity Students
✨ Vidéo recommandée
C14
76 phrases
The Limitless AI Lie. The Bubble Is Slowly BURSTING.
Business EnglishDaily ConversationUniversity Students
C19
265 phrases
How are Microchips Made? 🖥️🛠️ CPU Manufacturing Process Steps
Business EnglishUniversity StudentsWorking Adults
C11
247 phrases
지금부터가 진짜 시작? 비트마인 톰 리가 코인 추가 상승을 전망하는 이유
Business EnglishWorking Adults
C12
306 phrases
Deep Dive: Investigating Thermal Cycling Failures Cracked MSOP Solder Joints
Business EnglishUniversity StudentsWorking Adults
C12
378 phrases
Fireside Chat with Jensen Huang & Juju Chang - 2026 Annual Gala
Business EnglishWorking Adults
B26
39 phrases
Intel chips can’t possibly be this bad… 100% crash rate?
American AccentBusiness EnglishUniversity StudentsWorking Adults
C13
83 phrases
Dan Ives: Apple had to raise prices and this was the right time
Business EnglishUniversity StudentsWorking Adults
B22
201 phrases
Preparing My Business for 10,000 Orders a Month in China
Business EnglishWorking Adults
C11
394 phrases
Chip War 2.0: The Global Battle for Semiconductor Supremacy│Chris Miller (The Author of “Chip War")
IELTS PrepBusiness EnglishUniversity Students
B2208 phrases
24 Hours Inside a YC AI Startup
Business EnglishWorking Adults
C12
192 phrases
Making RAM at Home
Business EnglishUniversity StudentsWorking Adults
C15
738 phrases
The Closest Thing We Have to Alien Technology
Business EnglishUniversity StudentsWorking Adults
Vocabulaire et conseils d’expression pour cette leçon
Cette vidéo contient 182 phrases et 2240 mots à répéter en shadowing. La partie parlée dure 14:43. Le locuteur parle à un rythme naturel d’environ 152 mots par minute, proche d’une conversation courante. 85 % des mots font partie des 3 000 mots les plus courants en anglais ; le reste mérite d’être vu avant de commencer.
Vocabulaire clé de cette vidéo
15 mots de la vidéo à retenir, avec leur prononciation et leur sens :
| Mot | Prononciation | Sens |
|---|---|---|
| substrate nom | /ˈsʌbˌstɹeɪt/ | substrat |
| chip nom | /t͡ʃɪp/ | brisure, fragment |
| innovation nom | /ˌɪn.əˈveɪ.ʃən/ | innovation |
| component nom | /kəmˈpoʊ.nənt/ | composant |
| artificial adjectif | /ˌɑː.tɪˈfɪʃ.əl/ | artificiel |
| enable verbe | /ɪˈneɪ.bəl/ | autoriser, permettre |
| euro nom | /ˈjʊɹoʊ/ | euro |
| capability nom | /ˌkeɪ.pəˈbɪl.ɪ.ti/ | capacité |
| processor nom | /ˈpɹɑˌsɛsɚ/ | processeur |
| organizational adjectif | /ˌɔː(ɹ)ɡənɪˈzeɪʃənəl/ | organisationnel |
| calculation nom | /ˌkælkjuˈleɪʃn̩/ | calcul |
| semiconductor nom | /ˌsɛmikənˈdʌktə/ | semiconducteur |
| procedure nom | /pɹəˈsiː.d͡ʒə/ | procédé, procédure |
| connect verbe | /kəˈnɛkt/ | accoupler, connecter |
| define verbe | /dɪˈfaɪn/ | déterminer |
Les verbes à particule que vous entendrez
| Mot | Prononciation | Sens |
|---|---|---|
| set up verbe | /ˌsɛt ˈʌp/ | mettre en place, installer |
| break down verbe | tomber en panne | |
| look back verbe | se remémorer |
La grammaire de cette vidéo
Les structures que le locuteur utilise le plus, avec les mots exacts de la vidéo :
| Structure | Dans la vidéo |
|---|---|
| Voix passive be + participe passé — l’accent est mis sur ce qui arrive, pas sur qui le fait | is bound · will be embedded · is delivered |
| Present perfect have/has + participe passé — une action passée qui compte encore maintenant | have dedicated · has also pushed · you've learned |
Prononciation à surveiller
Le locuteur utilise 22 contractions et formes réduites, comme you're, we're, I'm. Prononcez-les sous leur forme courte, telles que vous les entendez.
- Les sons « sh » et « zh »: innovation /ˌɪn.əˈveɪ.ʃən/, artificial /ˌɑː.tɪˈfɪʃ.əl/, organizational /ˌɔː(ɹ)ɡənɪˈzeɪʃənəl/, calculation /ˌkælkjuˈleɪʃn̩/, contribution /ˌkɑntɹɪˈbjuʃən/
- Mots longs — placez bien l’accent: innovation /ˌɪn.əˈveɪ.ʃən/, artificial /ˌɑː.tɪˈfɪʃ.əl/, capability /ˌkeɪ.pəˈbɪl.ɪ.ti/, organizational /ˌɔː(ɹ)ɡənɪˈzeɪʃənəl/, semiconductor /ˌsɛmikənˈdʌktə/
Comment s’entraîner avec cette vidéo
- Écoutez la vidéo en entier une fois sans parler et notez les mots que vous ne connaissez pas.
- Commencez à la vitesse 0,75×, répétez phrase par phrase, puis revenez à la vitesse normale quand cela devient facile.
- Enregistrez-vous et comparez avec l’original, en faisant attention à des mots comme substrate, chip, innovation.
Qu'est-ce que la technique du Shadowing ?
Le Shadowing est une technique d'apprentissage des langues fondée sur la science, développée à l'origine pour la formation des interprètes professionnels. Le principe est simple mais puissant : vous écoutez de l'anglais natif et le répétez immédiatement à voix haute — comme une ombre suivant le locuteur avec un décalage de 1 à 2 secondes. Les recherches montrent une amélioration significative de la précision de la prononciation, de l'intonation, du rythme, des liaisons, de la compréhension orale et de la fluidité.