Rise of TSMC–why and how to replicate?
With the success of inventing semiconductor devices and creating the iconic success of Silicon Valley, why does America rely on TSMC to deliver high-end microchips? The rise of TSMC (Taiwan…
Editor’s Pick
103 posts
Asia Dominates Microchip Making–NOT due to subsidies and low-cost labor
Is the argument that Asia dominates microchip-making due to subsidy and low-cost labor wrong? Yes, Asia did not invent it. US Bell labs invented Transistors in 1947. Subsequently, US firms…
US Semiconductor–from invention, supremacy to despair
The US semiconductor industry started with the invention of its Bell Labs. Subsequently, it attained supremacy in semiconductor production due to the success of making computers better and cheaper. Notably,…
Taiwan Semiconductor Industry–rise of global monopoly from a virtuous cycle
The triggering of the chip war underscores the paramount importance of the rise of the Taiwan semiconductor industry as a global monopoly. Its crown jewel TSMC produces more than 90…
Semiconductor Industry in India–innovation failure
With a $10 billion pot of money for giving subsidies, India has been struggling to allure global icons like Intel or TSMC to set up semiconductor plants in India. On…
Soviet Computer Failure—reasons and lessons?
In the age of the Chip War, we have forgotten the edge of Soviet computers. The rise and fall of the Soviet computer edge offer a valuable lesson for managing…
EUV Lithography to keep Moore’s Alive–managing technology risks
EUV lithography has been at the core of winning the chip war. This technology is indispensable for producing high-end microchips in sharpening the edge of civilian products and military weapons.…
Semiconductor Lithography Economics–fuelling Moore’s law and market power
The rise of the rudimentary microscope that an American firm GCA invented in 1961 to ASML’s $250 million complex machine is a surprise. Its uprising has fueled monopoly in the…
Microchips–invention, evolution, transformation and chip war
All time, we have been benefiting from microchips, whether communicating over the smartphone, monitoring fire hazards, or tracking pets. Microchips determine how accurately missiles fly and hit targets and how…
Moore’s Law–fuelling monopolisation, reinvention and migration
Moore’s law states that the number of transistors in a dense integrated circuit (IC) doubles every two years. Consequentially, chip density has increased from 1 before 1959 to 135.6 million…
Escaping Middle Income Trap–why and how?
Middle income trap refers to failing to transition to high-income status due to rising labor costs and declining competitiveness. As conventional means such as investment in infrastructure and education fail…
Moore’s Law is Dead–Chiplet redefines semiconductor industry
Moore’s law is dead sounds death of a king. By the way, why should we be concerned with this? The Economics of cramming more components onto an integrated circuit gave…