This episode is all about semiconductors, their critical role in society, and the future’s dependency on them. Investors at NZS Capital and experts in the global technology industry, Jon Bathgate and Brinton Johns explain the major players in the semiconductor world, what’s important, how things work, the complications of geopolitics, and much more.
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OUTLINE:
0:00 - Start
1:15 - Overview
2:58 - History of the Semiconductor Industry
5:27 - Value Chain
8:31 - TSMC Dominance
11:36 - Chinese Competition
13:47 - Lithography / extreme ultraviolet light and ASML
19:41 - Moore's Law
24:00 - Two Ways To Think of Moore's Law
25:20 - Competing Architectures and Key Players (x86)
28:14 - GPU
29:13 - NVIDIA and AMD
32:34 - GPU is more important than CPU
34:03 - Intel
38:13 - Geopolitical Factors / World War 3
45:37 - Taiwan
47:05 - Intel/Apple/Google Fabs
49:20 - Morris Chang / Texas Instruments / Rich Templeton
56:40 - US / China Chess Moves
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