??????????? ???? : ???????, ??? ?? ?????? ?????? ????. Siliconpolitik. - a podcast by IVM Podcasts
from 2019-07-11T00:30
The semiconductor microchip is perhaps the greatest modern-day innovation breakthrough. It made radios, TVs, computers, and phones happen. Today, a processor microchip has billions of components and is created using a complex supply chain involving thousands of specialised companies cutting across the globe. This trade network with nodes spread all across the world worked seamlessly at most times. Until now that is. Within the last two years, the technological domain has become one of the key battlegrounds of the ongoing geopolitical tussle between the US and China.
The US has chosen to use the choke points in the semiconductor manufacturing process to constrain China’s technological growth. Given that this conflict is strategic and not economic, semiconpolitics is here to stay. So in this episode, we deep-dive into the geopolitics of semiconductors. Our guest is Anup Rajput, an engineer par excellence who has worked in the semiconductor industry and currently heads engineering functions at an AI start-up, Inkers Technology Pvt Ltd.
In this episode, we discuss:
Supply chains of semiconductor chips
Why has semiconductor manufacturing become such a contentious topic now?
What is the progress China has made on semiconductor manufacturing?
How will the geopolitics between China and the US play out?
What are the opportunities for India in the semiconductor manufacturing space?
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Also check out:
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The semiconductor industry and the power of globalisation, The Economist
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The decline of computers as a general purpose technology, Thompson and Spanuth, SSRN
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The technology industry is rife with bottlenecks, The Economist
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Long-term success of fabs hinges on government policy, Joji Thomas Philip, Mint
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American Chipmakers Had a Toxic Problem. Then They Outsourced It, Bloomberg
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