I just finished reading Chip War by Chris Miller. If you are interested in the intersection of technology and geopolitics, this is a must-read.
In his book, Chris Miller brilliantly uncovers the geopolitical, technological, and economic complexities of the global semiconductor industry.
One of the key insights from the book is how the chip supply chain is marked by critical choke points. The manufacturing of semiconductors involves a delicate global web of highly specialised processes—from raw material extraction to advanced manufacturing, design, and distribution. Certain stages, such as the production of high-end chips by companies like TSMC in Taiwan or the critical role of equipment suppliers like ASML in the Netherlands, have become strategic bottlenecks. These choke points have made the semiconductor industry vulnerable to political, economic, and technological disruptions.
Miller’s analysis not only highlights the fragility of this supply chain but also the power struggles over who controls these pivotal points, shaping the future of industries and nations.
#chipwar #chrismiller #chip #semiconductor #asml #tsmc
