Chip War: The Fight for the World's Most Critical Technology
by Chris Miller
View on GoodreadsMiller's history of the semiconductor industry from postwar invention to present-day US-China conflict — argued as the central technology of modern economic and military power.
Core ideas
- The industry's strange concentration — a few firms in a few countries do essential steps no one else can do (TSMC in Taiwan for leading-edge fabrication, ASML in the Netherlands for EUV lithography) — and the resulting fragility.
- The Cold War origins were a state-industry partnership; the 1990s-2000s globalization decentralized manufacturing in ways that now look strategically vulnerable.
- The US-China contest is real and probably the defining technology contest of the next decades; export controls and onshoring are the visible policy responses but the underlying capacity problem is hard.
Published2022
Pages431
ISBN9781982172008
ReadFeb 2023
