Shadowing Practice: Inside The Hidden Bottleneck In The AI Chip Boom - Learn English Speaking with Video
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AI is driving a global race for more computing power.
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But the pressure isn't just on the chips.
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It's also on what sits beneath them, the ICE substrate.
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Instantly we could deliver easily 20 -25 % more if we would have the capacity fast enough.
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Once an overlooked part of the semiconductor supply chain, substrates are now in hot demand and growing in value.
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The substrate and the entire technology around that will be the new road.
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Austrian technology company AT &S makes components most of us will never see, but increasingly rely on.
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It has two main businesses.
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Its microelectronics division makes IC substrates the high -tech base layers beneath advanced chip packages that carry power and data between processes,
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memory, and the circuit board.
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Its electronic solution division makes high -end printed circuit boards used in smartphones, cars, medical equipment, and other devices.
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Together, the two divisions generated nearly 1 .8 billion euros, about 2 .1 billion US,
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in revenue in the financial year ending March 2026.
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The company had been spending heavily on new factories and equipment, including this manufacturing complex in Kulim, Malaysia.
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CEO Michael Melton took me inside the clean room to see
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the little -known component playing a growing role in the AI
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hardware race this is an actual substrate for artificial intelligence systems actual generations
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so what you see on the surface are ten thousands of
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metal bumps dice these are the connection points for in the middle you see it for a processor
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and outside for memory and input
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and output devices you have contact points on the back surface as well
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and this is bound to a big pcb substrate here and here on the front surface you have the processors.
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So what does it do?
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It is a kind of a blood and nerve system.
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Blood system means it provides power, like the blood is providing oxygen and sugar to our cells.
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Here the substrate is providing electrical energy.
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Additionally, we are talking about very high communication speeds
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and that's the reason why all these things are so dense close together and this is what the substrate also is doing.
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It connects all the hundreds of thousands of information points to each other.
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As AI systems grow more powerful, substrates must handle more power, move more data and connect more components.
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That is changing their design.
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Are these substrates of the future getting bigger or smaller?
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They're getting significantly bigger.
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And the reason is we want to compress more
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and more processors on a small area and more
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and more memory you want to compress on a small area
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so that the communication speed is even more advanced than it is today.
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So in the future we will see substrates significantly bigger
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so more and more components will be embedded here in the middle
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and more and more information lines are necessary in the future.
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The shift is starting to show up in AT &S's results After returning to profit in three months to June 2026,
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the company forecasts revenue growth of 45 % to 55 % for the financial year ending March 2027,
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with demand moving much faster than new production capacity.
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Are you producing enough to meet AI demand?
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How much more do you have to ramp up capacity?
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Instantly, we could deliver easily 20%, 25 % more if we would have a capacity fast enough.
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But we're actually ramping capacity.
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We are doing it here in Kulim as well as in China.
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But we're also ramping in Europe, in Austria.
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So Austria is a special spot.
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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.
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A couple of years ago, the substrates market was under a lot of pressure because of overcapacity.
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Now it's moving in the opposite direction.
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Is substrates now becoming the biggest hidden bottleneck in the AI race?
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Yeah, definitely.
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The development of computer chips was so fast.
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They are so fast now in their calculation procedures.
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Also in the calculation procedures between these GPUs and CPUs, communication to memory.
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that the communication speed, what is delivered by a substrate, is the limiting factor.
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So innovation… is taking part in the substrate area.
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So substrates are enabling better performance of AI centers in the future
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and therefore there's a lot of work actually done in innovation and substrates making them bigger.
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So bigger means more chips on the same substrate,
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better intermediate communication between all the components and this is significantly enhancing the performance of AI calculation centers.
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Is substrates becoming the new gold in the semiconductor business?
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Yeah this is most probably the case.
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Communication between the components becomes key and this is the substrate.
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So the substrate and the entire technology around that, so how to bring components together,
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this is what counts and there's a lot of money and value in this kind of a contribution.
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So yes it will be the new gold.
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Are your customers willing to pay such a big premium for your advanced substrates yes they do um
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and they're not complaining they they know why
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because we are co -developing most of the things
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so our customers are deeply involved in the technology
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and the technology challenges and the progress so
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if you have new computer chip designs
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and multiple chiplets on the same substrate of course it has to be a co -development with your customer
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and the value add from this enhanced communication speed
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and this better energy transport towards the chips is definitely worth the money and this is how our customers see it.
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Geopolitics has also pushed up the prices of your raw materials like gold, copper, polymass.
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Is that eating into your margins?
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Are you able to fully pass it on to your customers?
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I think there's a broad understanding in our industry that it has to be passed along the entire value chain.
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So we are in a very close contact to our suppliers as well to our customers
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and the entire industry understands that this has to be distributed along the value chain.
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Otherwise, the industry would break down.
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On the other hand, the value add of the new possibilities of artificial intelligence is worth this price increase.
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So that's not the biggest discussion.
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The big discussion is improvement in technology, improvement in yields, and just to be faster.
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in 2021 the company announced plans to invest up to 1
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.7 billion euros in the coulomb manufacturing complex in june 2026
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it announced plans for a further 1 .5 billion to 2
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billion euros of expansion here 18s says long -term customer commitment
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will support the investment your coulomb operations started out with just one big customer, U .S chip giant AMD.
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How much of your decision to set up a facility here in Malaysia is
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because of the pressure from your customers that you face to diversify outside of China?
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The pressure was high and for good reasons.
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So you need this kind of diversification, not just for political reasons, but also for disaster recovery, for example.
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So to have just one side, what fits it all, It causes a risk for the global economy at the end.
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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.
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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.
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Unfortunately, I take it in advance, I can't tell you the names.
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And speaking of names, I need to press you on that, of course.
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AMD is a major tier one customer.
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What does your list of big name customers look like?
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Do they include the hyperscalers, the EV makers?
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Yes, it includes the hyperscalers as well as the makers and the producers of computer chips itself.
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So all the big names you know from the Silicon Valley are our customers.
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So we're talking about Intel, Microsoft, Amazon, Google, Tesla.
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You put the names on the table, so I can't comment on it.
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But most of the big names are definitely our customers.
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And with most of the big names, we are actually in the progress of defining and developing the future products.
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Customers is one thing.
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You're also working with partners like TSMC, MCOR.
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They are setting up facilities in Arizona under the US CHIPS Act.
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Is this something AT &S is also considering and exploring because you're part of the broader supply chain?
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So actually, we have a lot of customers in the United States.
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So far we are focusing in operations on the big plants we have
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and the reason is our processes are different from those of the companies you named
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and also from those of some of the chip manufacturers.
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So our substrates are bigger, we have wet chemical processes and we need still a lot of employees.
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And this is both from the availability and from the educational side.
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This is easier in countries like Malaysia but still also in China.
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So there is no direct plan now.
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to do something in the u .s
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but substrates are only part of the atns story its electronic solution division
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which makes high -end printed circuit boards account for roughly half of group revenue in the financial year ending march 2026.
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atns is up against pcb players including taiwan's compact and unimicron
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and us -based ttm technologies the substrate market is dominated by established Asian players,
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including Taiwan's Unimicron, Japan's EBITDA and Shinko Electric, and South Korea's Samsung Electromechanics.
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I asked CEO Michael Merton where AT &S believes it can win.
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Do you think AT &S has what it takes to become number one?
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Definitely it will be a journey, but the potential to stay one of the leading companies
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and to become one of the absolute dominant players is there
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and the reason is we are not the biggest one today we are not financially the strongest one today
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but we have capabilities which are extraordinary we have the capabilities of both sides
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which are necessary for the future this is advanced pcd and substrates
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and as we discuss the road maps down the way with
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our customers both of these competencies will be used in the future.
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You're a physicist by training, engineer at heart.
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You're running a critical player in a global semiconductor supply chain.
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With the industry moving this fast, what kind of leader is being demanded of you right now?
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Of course, it's helping a lot that I'm an engineer physicist.
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So to understand all the processes going on, you can't be cheated in certain terms of innovation and capabilities.
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This, of course, is great to understand what the company is doing in detail.
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On the other hand, it's also to provide a vision for the future of the company to the employees.
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So they need a target, they need to be envisioned to the best performance.
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So organizational development, implementation of innovation in the spirit of an entire company, this is absolutely key.
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At AT &S you employ thousands of workers at a time
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when AI is reshaping innovation
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and the industry how do you balance innovation with concerns about
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job security we're already using artificial intelligence in our operations for
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better determination of processes for improvement for quality insurance this is
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supporting the entire growth this is not a threat for the people
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which are employed today can you do with less people
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because of ai you can do more with the same amount of people that's the difference really
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so you think the opposite yeah It will definitely help to stay with your employees
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and to define not just our future as a company, but also their future.
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It's also about education.
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So we have an educational program for all employees worldwide to educate them in artificial intelligence usage.
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We want to have all employees using AI systems to improve their work.
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What's the biggest leadership lesson you've learned in your career that you take with you today as CEO of AT &S?
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So first of all, you're never fast enough.
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There were many people telling me, Michael, you are so fast.
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You're maybe too fast.
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Looking back, I would say, no, you are never too fast.
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And most organizations, most employees are more capable than management is expecting it.
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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.
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The second one is strategy alone is nice, but strategy has to go hand in hand with execution.
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And that means with organizational development.
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So organization enables strategy and strategy enables organization.
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But just to run a strategy without taking governance systems and organizational development also into account will fail.
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So this is my second biggest loan.
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As CEO of AT &S, what is your ultimate ambition for the company?
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Where do you see the group three to five years from now?
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Leading an advanced innovation for the entire communication infrastructure of not just artificial intelligence,
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for advanced automation, robotics, space technology and communication.
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Do you want to be the most profitable?
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I think this will go hand in hand, yes.
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Dr. Merton, thank you so much for talking to me.
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Thank you very much.
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Thank you.
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Bu dersin kelimeleri ve konuşma notları
Bu videoda gölgeleme çalışması için 182 cümle ve 2240 kelime var. Konuşma bölümü 14:43 sürüyor. Konuşmacı dakikada yaklaşık 152 kelimeyle, günlük konuşmaya yakın doğal bir hızda konuşuyor. Kelimelerin %85’i İngilizcede en sık kullanılan 3.000 kelime arasında; geri kalanına başlamadan önce bakmakta fayda var.
Bu videodaki önemli kelimeler
Videodan öğrenmeye değer 15 kelime, telaffuzu ve anlamıyla:
| Kelime | Telaffuz | Anlam |
|---|---|---|
| chip isim | /t͡ʃɪp/ | çip |
| innovation isim | /ˌɪn.əˈveɪ.ʃən/ | inovasyon, yenilik |
| component isim | /kəmˈpoʊ.nənt/ | parça, bileşen |
| artificial sıfat | /ˌɑː.tɪˈfɪʃ.əl/ | yapay, suni |
| euro isim | /ˈjʊɹoʊ/ | avro, euro |
| organizational sıfat | /ˌɔː(ɹ)ɡənɪˈzeɪʃənəl/ | örgütsel |
| calculation isim | /ˌkælkjuˈleɪʃn̩/ | hesaplama |
| semiconductor isim | /ˌsɛmikənˈdʌktə/ | yarı iletken |
| procedure isim | /pɹəˈsiː.d͡ʒə/ | işlem, prosedür |
| instantly zarf | /ˈɪnstəntli/ | tezden, hemen |
| maker isim | /ˈmeɪk.ɚ/ | yapan, yapıcı |
| enhance fiil | /ɪnˈhæns/ | artırmak |
| lesson isim | /ˈlɛs.ən/ | ders, çimke |
| infrastructure isim | /ˈɪnfɹəˌstɹʌkt͡ʃə/ | altyapı, enfrastrüktür |
| package isim | /ˈpæk.ɪd͡ʒ/ | paket |
Bu videodaki dil bilgisi
Konuşmacının en çok kullandığı yapılar, videodaki sözcüklerin aynısıyla:
| Yapı | Videoda |
|---|---|
| Edilgen yapı be + fiilin üçüncü hâli — kimin yaptığı değil, ne olduğu önemli | is bound · will be embedded · is delivered |
| Present perfect have/has + fiilin üçüncü hâli — geçmişte olan ama şimdi de önemli olan bir eylem | have dedicated · has also pushed · you've learned |
Dikkat edilecek telaffuzlar
Konuşmacı you're, we're, I'm gibi kısaltılmış biçimleri 22 kez kullanıyor. Bunları duyduğunuz gibi kısa söyleyin.
- “sh” ve “zh” sesleri: innovation /ˌɪn.əˈveɪ.ʃən/, artificial /ˌɑː.tɪˈfɪʃ.əl/, organizational /ˌɔː(ɹ)ɡənɪˈzeɪʃənəl/, calculation /ˌkælkjuˈleɪʃn̩/, contribution /ˌkɑntɹɪˈbjuʃən/
- Uzun kelimeler — vurguyu doğru yere koyun: innovation /ˌɪn.əˈveɪ.ʃən/, artificial /ˌɑː.tɪˈfɪʃ.əl/, capability /ˌkeɪ.pəˈbɪl.ɪ.ti/, organizational /ˌɔː(ɹ)ɡənɪˈzeɪʃənəl/, semiconductor /ˌsɛmikənˈdʌktə/
Bu videoyla nasıl çalışılır
- Videonun tamamını konuşmadan bir kez dinleyin ve bilmediğiniz kelimeleri not edin.
- 0,75× hızla başlayın, cümle cümle tekrar edin ve kolaylaşınca normal hıza dönün.
- Kendinizi kaydedin ve orijinaliyle karşılaştırın; chip, innovation, component gibi kelimelere özellikle dikkat edin.
Gölgeleme Tekniği Nedir?
Gölgeleme, başlangıçta profesyonel tercüman eğitimi için geliştirilen ve çok dilli Dr. Alexander Arguelles tarafından popüler hale getirilen, bilim destekli bir dil öğrenme tekniğidir. Yöntem basit ama güçlüdür: ana dili İngilizce olan bir sesi dinler ve hemen yüksek sesle tekrar edersiniz — konuşmacıyı 1-2 saniye gecikmeyle takip eden bir gölge gibi. Pasif dinleme veya dilbilgisi alıştırmalarının aksine, gölgeleme beyninizi ve ağız kaslarınızı gerçek konuşma kalıplarını eşzamanlı olarak işlemeye ve yeniden üretmeye zorlar. Araştırmalar, telaffuz doğruluğu, tonlama, ritim, bağlı konuşma, dinleme anlama ve konuşma akıcılığını önemli ölçüde geliştirdiğini göstermektedir — bu da onu IELTS Konuşma hazırlığı ve gerçek dünya İngilizce iletişimi için en etkili yöntemlerden biri yapar.