Chip War, written by Chris Miller, is a book that guides us from the first chip in history to the current worldwide competition and collaboration in the semiconductor industry. As expected, the start of new technology breakthroughs always kicks off from the military arms race and then moves to the consumer and commercial market when the manufacturing capacity reaches its scaling level. The investment in semiconductor manufacturing becomes more risky as the demand for more sophisticated chips is raised, and this shows the critical point of global collaboration and support to make this happen. The picture of the semiconductor industry is drawn by the fast technology innovation, long-term and huge investment, new tech product launches, and geopolitics challenges.
What would be the next generation of new products to ignite the new momentum for the semiconductor industry? Robots? Drones? VR & MR devices? Or something we haven’t imagined before?
