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Semiconductors: Everything You Wanted to Know

The Knowledge Project Podcast
313K subscribers
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74K views 4 years ago #Semiconductors #TheKnowledgeProject #ShaneParrish
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... 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.co... 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  …...more
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Start

0:00

Overview

1:15

History of the Semiconductor Industry

2:58

Value Chain

5:27

TSMC Dominance

8:31

Chinese Competition

11:36

Lithography / extreme ultraviolet light and ASML

13:47

Moore's Law

19:41

Two Ways To Think of Moore's Law

24:00

Competing Architectures and Key Players (x86)

25:20

GPU

28:14

NVIDIA and AMD

29:13

GPU is more important than CPU

32:34

Intel

34:03

Geopolitical Factors / World War 3

38:13

Taiwan

45:37

Intel/Apple/Google Fabs

47:05

Morris Chang / Texas Instruments / Rich Templeton

49:20

US / China Chess Moves

56:40
Semiconductors: Everything You Wanted to Know
1.7KLikes
74,983Views
2020Nov 23
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... 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.co... 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:   / farnamstreet   • Twitter:   / farnamstreet   • Shane Parrish:   / shaneaparrish   • Facebook:   / farnamstreet   • LinkedIn:   / shane-parrish-050a2183   -------- #TheKnowledgeProject #ShaneParrish #Semiconductors

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The Knowledge Project Podcast

313K subscribers