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In Part 2, we’ll discuss the evolution of the chip industry from the mid-90s to its current state, based on Chris Miller's excellent new book The Chip War. We'll cover ARM's power-efficient chip architecture, 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
