Steve Blank
NOVEMBER 2, 2021
Moore’s Law & the Global Semiconductor Industry. INTERACTIVE CHART “ Average Cost of Hard Drive Storage per Gigabyte 1980-2014” Human Progress. 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)?
Steve Blank
DECEMBER 11, 2020
Which of these actions would impose the greatest cost on China if implemented? communication networks, then identify how China might exploit these weaknesses differently during the political coercion of Taiwan in the near-term vs open conflict in the long-term. Taiwan announces its intention to comply with the U.S.
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View from Seed
APRIL 20, 2022
Globalization goes in reverse. Globalization is going in reverse for the first time in 3 decades. At a company level, global supply chains made it possible to source and build products faster and cheaper with a “just in time” model. But the tide of globalization is starting to ebb.
VC Cafe
JANUARY 29, 2024
Global venture funding fell 42% year over years to $248.8 For example, Tiger Global, a crossover fund which was one of the most active venture investors in 2021 went from 194 deals in 2021 to a mere 20 in 2023 and has been trying to actively sell its positions in the secondary market at steep discounts to get liquidity.
Steve Blank
JUNE 18, 2020
The United States just did this to China by limiting Huawei’s ability to outsource its in-house chip designs for manufacture by Taiwan Semiconductor Manufacturing Company (TSMC), a Taiwanese chip foundry. A decade ago, China recognized that its initial success as the world’s low-cost factory was going to run its course.
Steve Blank
APRIL 19, 2023
is supporting a proxy war with Russia while simultaneously attempting to deter a China cross-strait invasion of Taiwan. This has allowed the Peoples Liberation Army (PLA) to integrate private capital and commercial technology and use them as a force multiplier to dominate the South China Sea and prepare for a cross-strait invasion of Taiwan.
Steve Blank
NOVEMBER 26, 2021
led liberal international order and replace it with its own neo-totalitarian model where China emerges as the dominant regional and global power. dependence on TSMC in Taiwan, for its most advanced logic chips. This is problematic as China claims Taiwan is a province of China. China’s goal is to challenge and overturn the U.S.-led
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