Chip WAR: Chris Miller on Nvidia, TSMC dominance & risks | nzherald.co.nz

Описание к видео Chip WAR: Chris Miller on Nvidia, TSMC dominance & risks | nzherald.co.nz

The author of best-selling book Chip War explains why efforts to rely less on companies like Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC) won’t work.

00:00 - Intro
00:38 - Nvidia earnings
01:07 - Semiconductor supply chain explained
03:04 - Chris Miller interview
06:28 - Picking winners
08:08 - TSMC risk
12:36 - Chip oversupply/deficit
18:20 - Outro

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