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.