The semiconductor sector has seen more upheaval over the last 3 years than in the previous 30, fueled by the rise of AI. Nvidia now rivals Microsoft for most valuable company on the planet, while Intel – which started the Microprocessor revolution over 50 years ago – seems to be losing ground, in a downward spiral into complete collapse. What does this mean for our devices – and for the geopolitical balance between the US and China?
Intel
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.
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.
GEOPOLICHIPS #2: Why do computers get faster and smaller and cheaper?
More than 60 years ago, integrated circuits created a revolution in electronics that transformed the entire world. How are chips made? And why do we keep getting better at making them?
The ALTAIR 8800 was a landmark in computing – the first ‘microcomputer’, built around Intel’s breakthrough 8080 microprocessor. I remember it from the cover of Popular Electronics:
You could buy the ALTAIR 8800 in kit form, or fully assembled:
All of which led Paul Allen and Bill Gates to write ALTAIR BASIC, and sell it through their new company: MICROSOFT.
THE NEXT BILLION CARS Episode 2: The Next Billion Robots
How long until we have self-driving cars? That’s the biggest question confronting the entire transportation sector. Autonomy unlocks a lot of amazing possibilities – but what is it, really, and how far away?
In this second episode of THE NEXT BILLION CARS, Special Correspondent Drew Smith details the five levels of autonomy, Mark goes for a LIDAR ride with Nick Langdale-Smith of Sydney startup Baraja, and Sally learns about a software back-seat driver from Intel’s Jack Weast – one that may help us be better human drivers, as well.
Here’s a great backgrounder on Toyota’s ‘Guardian’ system – software that helps both humans and autonomous vehicles be better drivers.
Episode 1.04: Tales of Autonomy with Genevieve Bell
When you give cows a voice, who listens? Connected lights and thermostats are great, but what happens when cows get connected and start milking themselves? What do we learn when we track our house cats when they’re not at home? How does the connected world reveal itself to us – and what are we learning from it? These questions – about autonomy, agency and authority – form the focus of anthropologist Genevieve Bell’s work, less for what they reveal about these animals than what they illuminate about ourselves. Are we listening to the connected world?
Here’s a taste:
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