At the start of 2021 I made four big predictions for the year about digital currencies, the transition to a sustainable economy, geopolitics and social media. How did I score? (Hint: I got to grade myself.)
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Author mpescePosted on Author mpescePosted on GEOPOLICHIPS #4: Will the next war be fought for control of semiconductors?
TSMC – Taiwan Semiconductor Manufacturing Corporation – now fabricates the best computer chips available at any price, transforming Taiwan into a prize that China needs in order to continue its rise as an economic and military superpower.
To service the growing demand for semiconductors, South Korea has committed nearly $200 billion.
TSMC is planning on investing at least $100B over the next four years.
Author mpescePosted on GEOPOLICHIPS #3: How did America lose the semiconductor race?
For sixty years, Intel made the best chips in the world. As of 2020, they no longer do – and a company you’ve likely never heard of now holds the chip-making crown.
One of the key events reported in this episode concerns the firing of Intel Chief Engineering Officer Murthy Renduchintala after the chip maker announced delays in development of its all-important 7-nanometer semiconductors.
Not long after that, Intel CEO Brian Krzanich stepped down.
Author mpescePosted on GEOPOLICHIPS #1: Why is there a global shortage of computer chips?
Manufacturers of video game consoles, automobiles – even toothbrushes – have been impacted by a global shortage of semiconductor integrated circuits – computer chips. How did these devices become so central to everything we make?
Read the amazing Playboy interview with William Shockley below…
Author mpescePosted on Episode 5.03 – Series 5 Predictions: Can we make friends with a superpower China?
Prediction: Our long-running low-level spats with China are the new normal, the Chinese superpower rubbing up against the regional power of Australia.
Series 5 continues with some predictions on geopolitics in this decade, when America and China swap positions, and political power tilts eastward.