article thumbnail

Technology, Innovation, and Great Power Competition – Class 4- Semiconductors

Steve Blank

Please watch the video, review the slides and blog posts]. Yan Nee Lee, “ 2 Charts Show how Much the World Depends on Taiwan for Semiconductors ” CNBC , Mar. Do you think China can credibly catch TSMC (without an invasion of Taiwan)? Of the 29 new fabs starting construction in 2021-22, over half are in China and Taiwan.

article thumbnail

Technology, Innovation, and Great Power Competition  – 2022 Wrap Up

Steve Blank

These policy memos were reviewed by Tarun Chhabra, the Senior Director for Technology and National Security at the National Security Council.). Final Problem Statement: How can we create an open, free Internet and maintain effective lines of communication in Taiwan in preparation for a potential invasion? ” Team 3: Acquisition.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

IT Expansion in China

Venture Chronicles

The expansion of data center capability could foretell a scenario where server based applications expand but I believe that is still remote given the lack of local support and consultancy options and significant expenditures for the acquisition and support of such applications.

China 38
article thumbnail

Technology, Innovation, and Great Power Competition  – Wrap Up

Steve Blank

semiconductor procurement is heavily dependent on TSMC, which creates a substantial vulnerability in the event a PRC invasion of Taiwan, or other kinetic disruptions in the Indo-Pacific. In a potential Taiwan Strait Crisis, there is a need for a low-cost and survivable counter-drone system to defend Taiwan. Team ShortCircuit.

article thumbnail

The Series A crunch is hitting now. Have we even noticed?

pandodaily.com

“Founders don’t think their problems are due to trends. Today, HealthTab announced the acquisition of Q&A site Avvo Health specifically to increase the number of doctors within its network, doubling it to 30,000. Microsoft has cut orders to its supply chain by half, according to Taiwan’s Digitimes.

article thumbnail

Technology, Innovation, and Modern War – Class 15 – Mid Term– Congressman Mike Gallagher

Steve Blank

And if you want to cooperate with China, that leads you down a path where you put Taiwan relations on the back burner. As well as a bilateral trade agreement with Taiwan. Acquisition, Primes, Requirements and the DoD. We’ve tried in the form of giving special acquisition authority to the services. The Future of 5G.