Today we’ll discuss the evolution of the chip industry from its founding to its current state, based on Chris Miller's excellent new book The Chip War. We'll cover Fairchild and the early days of semiconductors, Intel and the Japan memory battles, the rise of TSMC and Taiwan's foundry dominance, the Fabless Revolution with winners such as Nvidia and Qualcomm, ARM's power-efficient chips and Apple's in-house design strategy, ASML's EUV monopoly, Intel's 3 big mistakes over the last 15 years, and the growing geopolitical tensions with China. The chip industry is incredibly competitive, with national dominance at stake, lower wages in a globalized supply chain, exponential rates of innovation, and consolidation as the weak firms die out.

The Chip War - Chris Miller