Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 6min
Do You Think the Fed Is Going to Reverse Course?
05:55 • 3min
The Sixth Edition of Behind the Markets
08:38 • 2min
Behind the Markets - Chris Gennady
10:39 • 2min
Ship Wars - A History of the Semiconductor Industry
13:06 • 3min
The Fight for the World's Most Critical Technology
16:12 • 2min
Morris Chang - You've Got Taiwan Semiconductor
17:56 • 4min
What's Happening in the Chip Industry?
21:58 • 1min
How Did Intel Fail to Adapt to Innovation?
23:27 • 4min
What Are the Key Drivers of the Industry Going Forward?
27:26 • 2min
The Chip War, Chris Gennady
29:39 • 2min
The Chip War - Why the US Can't Make the Most Advanced Chips Without US Technology
32:08 • 3min
What Is Ultraviolet Lithography?
34:51 • 4min
The Next Leap of Capacity
38:25 • 3min
Is China in the Position to Be Cut Off From All These Chips?
41:46 • 4min
The COVID-19 Pandemic? Chris Gennady?
46:03 • 1min
Chips Act - Is There Diversification Coming?
47:32 • 2min
Chip War - Chris Gennady and Chris Miller
49:22 • 3min