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Part 1: Today we’ll discuss the evolution of the chip industry from its founding to the mid-90s, 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, and the Fabless Revolution with winners such as Nvidia and Qualcomm. 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
