Semiconductors: Everything You Wanted to Know
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.
Show notes: https://fs.blog/knowledge-project/the-ultimate-bargaining-chip/
If you like industry-specific deep dives, sign up so you don't miss out https://fs.blog/membership/
PODCAST INFO:
• Podcast website: https://fs.blog/knowledge-podcast/
• Apple Podcasts: https://apple.co/3fz6u4X
• Spotify: https://spoti.fi/2SSgCvT
• RSS: https://theknowledgeproject.libsyn.com/rss
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
SOCIAL:
• Instagram: https://www.instagram.com/farnamstreet/
• Twitter: https://twitter.com/farnamstreet
• Shane Parrish: https://twitter.com/ShaneAParrish
• Facebook: https://www.facebook.com/FarnamStreet
• LinkedIn: https://www.linkedin.com/in/shane-parrish-050a2183/
--------
#TheKnowledgeProject
#ShaneParrish
#Semiconductors
Видео Semiconductors: Everything You Wanted to Know канала The Knowledge Project
Show notes: https://fs.blog/knowledge-project/the-ultimate-bargaining-chip/
If you like industry-specific deep dives, sign up so you don't miss out https://fs.blog/membership/
PODCAST INFO:
• Podcast website: https://fs.blog/knowledge-podcast/
• Apple Podcasts: https://apple.co/3fz6u4X
• Spotify: https://spoti.fi/2SSgCvT
• RSS: https://theknowledgeproject.libsyn.com/rss
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
SOCIAL:
• Instagram: https://www.instagram.com/farnamstreet/
• Twitter: https://twitter.com/farnamstreet
• Shane Parrish: https://twitter.com/ShaneAParrish
• Facebook: https://www.facebook.com/FarnamStreet
• LinkedIn: https://www.linkedin.com/in/shane-parrish-050a2183/
--------
#TheKnowledgeProject
#ShaneParrish
#Semiconductors
Видео Semiconductors: Everything You Wanted to Know канала The Knowledge Project
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