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Chris Miller, Professor at the Fletcher School of Law and Diplomacy at Tufts University, discusses the semiconductor supply chain, Intel's turnaround, TSMC's balance of secrecy and transparency, and the role of semiconductor manufacturing in peace and stability.
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- The separation of design and manufacturing processes in chip manufacturing has led to greater efficiency and specialization, resulting in significant advancements in the industry.
- Taiwan's strategic focus on semiconductors, particularly through the establishment of Taiwan Semiconductor Manufacturing Company (TSMC), has allowed it to embed itself into US supply chains and become a leading player in chip manufacturing.
Deep dives
The Evolution of Chip Manufacturing: Design and Manufacturing Separation
The podcast discusses the evolution of chip manufacturing, focusing on the separation of design and manufacturing processes. In the early days, companies handled both design and manufacturing, but as chips became more complex, the benefits of splitting these processes became apparent. This led to companies specializing in design and others specializing in manufacturing. The separation allowed for greater efficiency and specialization, resulting in significant advancements in the industry.
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Listen to the best highlights from the podcasts you love and dive into the full episode