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New COLD WAR Over Computer Chips? w/ Chris Miller (#391)
Into the Impossible With Brian Keating
The Global Dominance of Semiconductor Production
Taiwan provides 37% of the world's computing power, Korean companies produce 44% of the world's memory chips, and the Dutch company ASML builds 100% of the world's extreme ultraviolet lithography machines. These companies' contributions far surpass OPEC's 40% share of world oil production, with the US even producing more oil than Saudi Arabia. The book suggests wargaming scenarios, like a potential attack on Taiwan, to highlight the critical nature of semiconductor manufacturing.
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