Cnbc
@cnbc·4.2M subscribers·16.1K videos
Inside America’s Race To Build The Next Generation Of AI Chips
Posted
December 13, 2025
Views
332,553
Likes
4,335
Comments
368
Engagement
1.41%
December 13, 2025
332,553
4,335
368
1.41%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
CNBC Marathon investigates the intricate, high-stakes world of semiconductor manufacturing from the Dutch labs powering AI chip breakthroughs to the billion-dollar fabs reshaping U.S. industry.
In a highly secured lab in the Netherlands, ASML spent a decade developing a $400 million machine that’s transforming how microchips are made. High NA is the latest generation of EUV, the only machines in the world that can etch nanoscopic blueprints on advanced chips for giants like Intel, TSMC and Samsung. The size of a double-decker bus, only five of these machines have been shipped so far. It’s unclear how Trump’s tariffs will impact the complex global supply chain for the lithography machines. But without them, no advanced chips can be made by the likes of Nvidia, Apple and AMD. No filming of High NA has ever been allowed until CNBC went to the Netherlands for this exclusive first look.
Texas Instruments is building a $60 billion U.S. manufacturing megaproject where Apple vows to make "critical foundation semiconductors" for iPhones and other devices. CNBC went to Sherman, Texas, for an exclusive first look inside the newest fab of seven TI's building in Utah and Texas to provide U.S.-made chips to customers like Nvidia and Ford. TI shares have suffered amid tariff concerns, and it's lost analog market share for several years, but top leaders are confident about the huge spend.
iPhone Air was the big star unveiled by Apple in early September but inside was another hardware set launched that day: three new custom Apple microchips. Apple’s A19 Pro SoC prioritizes AI workloads with neural accelerators added to the GPU cores. Replacing Broadcom and Qualcomm parts is the N1 and C1X, Apple’s first iPhone networking chip and second-generation iPhone modem. CNBC sat down with three Apple executives for the first U.S. interviews about its move to control all core iPhone chips.
This CNBC Marathon looks at the global race to build AI chips and how Apple is using the chips.
Chapters:
Produced by: Katie Tarasov
Edited by: Evan Lee Miller, Mike Heffron
Additional Camera: Magdalena Petrova, Andrew Evers, Graham Merwin
Animation: Jason Reginato, Mithra Krishnan, Emily Park
Senior Director of Video: Jeniece Pettitt
Additional Editing: Isabel Iino
Additional Footage: TSML, Intel, Getty Images, TSMC, Zeiss, Texas Instruments, KTEN, Samsung, Nvidia, Qualcomm
» Subscribe to CNBC TV
» Watch CNBC on the go with CNBC+
About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.
Want to level up your AI skills? Sign up for Smarter by CNBC Make It's new online course, How To Use AI To Communicate Better At Work. Get specific prompts to optimize emails, memos and presentations for tone, context and audience. Sign up today
Connect with CNBC News Online
Get the latest news
Follow CNBC on LinkedIn
Follow CNBC News on Instagram
Follow CNBC News on Facebook
Follow CNBC on Threads
Follow CNBC News on X
Follow CNBC on WhatsApp
#CNBC
Inside America’s Race To Build The Next Generation Of AI Chips
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.