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Andrew Chen @AndrewChen
·
Dec 29, 2023
Highly recommend. I was familiar with a lot of the events covered in the book but it put it together cohesively - for a very complex industry - and covers a lot ground on modern geopolitics between the US, China, and Taiwan Summary:
- history of the semiconductor industry in pre-silicon valley
- classic stories on Fairchild, the traitorous 8, Texas Instruments, etc
- bridges into the creation of the semiconductor industry in Asia, with Japan’s dominance in memory followed by the US cos building fans in Korea, Taiwan, Hong Kong to compete
- the emergence of TSMC in Taiwan, why it’s become so central
- lots of interesting discussion on modern geopolitics with China
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