Chip War: The Fight for the World's Most Critical Technology
I highly recommend this paper for those wanting to understand the semiconductor industry better.
It provides an excellent overview of industrial policy efforts, the role of major economies, and how supply chains are evolving. https://t.co/mhyesnczmF
Classifying AI like nuclear physics secrets. Banning sales of foreign chip products that only tangentially touch U.S. tech. Adding more Chinese chipmaking firms to the Restricted List. Cajoling allies to cut-off more chipmaking tool sales.
These are just a few of the recent signs that the Tech War is heating up as the... See more
The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip
amazon.com
The single best report I’ve read on the US chips blockade against China—a strong overview of the issue but more important, it cuts through technical issues to show the true significance.
The US is telling China to accept defeat or go to war.
Some quotes:
https://t.co/KYPzxp6HvW
Jake Werner @jwdwerner.bsky.socialx.com