This chapter discusses the complexities and expenses involved in manufacturing chips, including the limited number of companies that can undertake high-volume chip manufacturing and the importance of making billions of chips at a low cost. It also explores the separation of chip design and manufacturing processes and its impact on specialization and efficiency in the industry.
Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence?
Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at Tufts University and the author of Chip War: The Fight for the World’s Most Critical Technology. Ricky Mulvey caught up with Miller to discuss:
- The semiconductor supply chain
- Intel’s turnaround and new focus on foundries
- How TSMC balances secrecy, transparency, and trust when it comes to intellectual property
Tickers discussed: TSMC, SSU, NVDA, AAPL, AMD, INTC, ASML
Host: Ricky Mulvey
Guest: Chris Miller
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices