EP2: Inside the Chip War (Podcast Version)

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This is a standalone audio version of the article: Inside The Chip War.

Inside the Chip War: Who Controls the New Oil?

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Few highlights:

• The semi-conductors industry is complex as there are many types of companies with different handling different parts of the ecosystem.

• The industry is might be complex, but it is not fragmented, and this is dangerous.

• Intel will survive! Best chances it will become more Fab focused, and less as pure IDM based on its own original designs. It’s going to be a tough ride.

• More companies will release great new AI chips for different use cases, and this market will become more fragmented and healthy (sorry Nvidia, we had a great time, but I'm sure you will do well).

• China will keep doing well without western technologies. Too well...

• The global supply chain will remain too fragile in the near future, despite the CHIPS act and similar positive steps in the right direction. Let's hope no new pandemic or nuclear war breaks out anytime soon.

Inside the Chip War: Who Controls the New Oil?

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From the original article:

Inside the Chip War: Who Controls the New Oil?