The choices we make today shape our world tomorrow.
Author mpescePosted on 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?
Author mpescePosted on 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 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.
