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

Steve Blank

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)? Moore’s Law & the Global Semiconductor Industry.

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Technology, Innovation, and Modern War – Class 17 – Organizational Design – Safi Bahcall

Steve Blank

The second is a preference for product over strategy. Pretotyping is about what to do before the minimum viable product. Doing it well bakes into the system a preference for hypotheses rather than opinions; fast experiments rather than big plans; and testing ideas and strategies, not just products and technologies.

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The Coming Chip Wars

Steve Blank

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. Construction on TSMC’s facility is planned to start in 2021, but actual chip production will not start until 2024.

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The Semiconductor Ecosystem – Explained

Steve Blank

The last year has seen a ton written about the semiconductor industry: chip shortages, the CHIPS Act , our dependence on Taiwan and TSMC , China, etc. The revenue of products that contain chips is worth tens of t rillions of dollars. The average cost of taping out a new leading-edge chip (3nm) is now $500 million. Fab Issues.

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Pandemic, Boom, War, Correction. So Now What for Tech?

View from Seed

Even in a sustained downturn, tech is likely to be a driving force of economic productivity improvements rather than the proximate cause of recession (as in 2001). At a company level, global supply chains made it possible to source and build products faster and cheaper with a “just in time” model.

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Reorganizing the DoD to Deter China and Win in the Ukraine – A Road Map for Congress

Steve Blank

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.

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Artificial Intelligence and Machine Learning– Explained

Steve Blank

Understanding how an AI works is essential to fostering trust and confidence in AI production models. An AI can provide recommendations based on user behaviors used in ecommerce to provide accurate suggestions of products to users for future purchases based on their shopping history. Generative Design of Physical Products.