Chip War (by Chris Miller) - Part 3
Entire “Silicon Valley” is built on top of, well, silicon. Who’d have guessed.
Moore’s law embeds in itself a vast ecosystem of actors — majority of them neither in engineering nor science:
Chip supply can get messed up easily due to disruption in any part of supply chain:
1 Dutch, 1 Japanese, 3 US (California) companies are most absolutely critical to chip supply chains:
A few critical companies in the chip business and the respective tasks they perform in the bigger picture:
The biggest risk to chip supply is a US/China conflict:
TSMC Morris Chang has close relations with China, Taiwan and USA — and consequently the business is also equally complex:
Capitalism ruthlessly pushes for reducing costs — the result of which is that tech leaders must look at faraway places to perform complex tasks, and thus supply chain risks get created:
