【剥书】EP.15:Chip War-Kirin9988

【剥书】EP.15:Chip War

歌手:Kirin9988

时间:2024-09-19

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Alright

Ready to dive deep

Today we're talking microchip those tiny but mighty things making our digital world go around

And we've got some great material to dig into absolutely we've got excerpts from the chinese edition of chip war by chris miller

That's the one plus

We've got the fascinating profits by one yy gme

We're going to trace the path of these little microchips from their cold war beginning so well being in pretty much everything we touch these days

It's is a ild ride

Really wewe're just scribes this shift the world still covering from world war two

Still picking up the pieces and suddenly powers not about factories and steel as much

It's a whole new ball game

Right technology

It's the new battle field

And not everyone's caught on yet definitely not

But some like sone's go found or okyo morreda 's 's right there in ththicof it it front row seat to this massive change

Miller paints this incredible picture war time japan intense maritis in hiding actually trying to avoid a forced suicide mission

And in that moment

He's thinking what this war needs is more electronic brains can you imagine it's like staring death in the face

And seeing a tech solution

Exactly it shows how these tech pioneers they were just labrabs

They were living through some seriously chaotic time

Then those experiences they fuel this drive to push technology to its limits

And beyond makes you appreciate that little smart phone in your pocket a bit more right right anyanymarmarita

He sees how technology is life or death

And it sparks this whole fascination with electronics and warfare

Which brings us to william shockly miller spends a lot of time on them

Yeah

This brilliant

But like obsessed mind laser focused on ditching those old vacuum tubes

The ones that were always burning out

Those early computer things are basically taking time bombs

Right right one wrong move puof there goes your calculation so shoccolhe's convved ed semicductors are the way to go

He's looking for something more reliable

Something more i don't know elegant

And that's where the transistor comes in this tiny thing

They can essentially do a vacuum tubes job

Oh

But better way better

And it's almost poedic

That it wasn't vackly himself

Who gets that first transtor working

Oh Yeah

That was his bill ababs

Colleagues

Britain and bardan classic case of innovation coming from the most unexpected places

Shortly he was the visionary

No doubt

He said the stage

But it took a fresh perspective

A different approach to actually make it happen

But getting a working transistor

That's just the first act

Right Oh

For sure

Because now you have to figure out how a mass produce

This thing make them small enough

Cheap enough

Make them useful

And that my friend was a whole new battle

And a battle that leads to two more big names in the field

Right

Robert

Noise and jack kill by working

Completely indepenpently paparallepathths conging on the same destination

And they basically give birth to the microchip

As we know it

We're talking about the integrated circuit

Now right someone figured out

Had a crime not just one but multiple transistors onto a single chip game changer huge implications especially with the backdrop of the cold war

The space ace race in full swing the us military needed electronics smaller winder and way way more powerful for their rockets and satellite

It's like the ultimate tech show down and the microchip

It became the star player miller mentioned this crazy stat the apollo guidance computer ran of those early fair childchips a thousand times smaller than the e ana a computer used back in world war

I that's like shrinking a house down to a shoe box

It's mind boggling

But here's the really interesting part even in this cold war tech race

You've got visionies like robert noise

He's thinking bigger than just missiles right absolutely noise new for the microchip to reach its full potential

It needed to break free

Break free from the military

From the military industrial complex

Yeah

It needed to be in the hands of everyday people make them smaller cheaper more practical for everyday life

It needed to be in the hands of everyday people have such a marketing challenge for the ages

Have you even begin to create a market for something so new so unheard of back

Then well don't forget

It's still the cold war right

The us is looking for any age

You can get right right and spreading the microchip gospel becomes well strategic

So it's not just about making the chip

It's about who you share that technology with precisely the us

They start encouraging other countries allies mainly especially in asia to get into the chip

Making game make sense

Boost their economies

Build stronger relationships all while keeping the soviots out of the picture smart move

But what's in it for these other countries

Japan

South korea

Taiwan

Why jump into this whole new world of microchip

For them

It's a chance to catch up

Technologically baking they see the potential of the microchip

And they go all in education research even some of less calall them creative economic tactics to gain a foothold playing catch up

But strategically did it work

Did they manage to carar out a space for themselves in this booming industry

More than car out of space they become power houses

Miller really emphasizes this 是these countries they become incredibly efficient high quality chip lower costs

And that's key for mores law to really take hold mores law reminding again

What that is uh right

That's gored morres prediction that the number of transistors you can fit on a chip

It doubles roughly

Every two years

Every two years that's incredible

It's a prediction

That's been surprisingly accurate

And it's was driven the insane pof tech progress we've all seen so the more chip they make the cheaper and more powerful they get which leads to more demand

And these asian countries they're right there writing that wave exactly

But it wasn't just a free ferl gglobal dedependence meant everyone

One reed ed on everyone else

What maparts of the process

And that's where things get really interesting

Especially

When we talk about taiwan

Because miller keeps coming back to taiwan

Almost like it's the center of the microchip universe

What makes them so special taiwan

Because compcompanies like s wan founded by a friend more as taiwan

They basically master for the art of making the most advanced chip period

The best to the best

So if you want the latest smart phone

The fastest computer

You're probably relying on a chip made in taiwan

Most likely

Yes

They became to go to

But wouldn't that kind of reliance on one place be a little

I don't know risky

What happens

If something disruruts ts suppsupply chathat's

That's the ilillion dollar question isn't

It the efficiency that makes the system work

Also makes it vulnerable and natural disaster political instability

Even a trade dispute could through the entire global economy out of acck

Suddenly this chip war sounding less like a competition and more like well a high stakes game of jenga one wrong move

And it all comes crashing down

And it's not just economics anymore

It's about national security

It's about who controls this absolutely essential industry

And it sounds like the us might be getting a little nervous about having so many microchip eggs and taiwan's basket

Yeah putting all your eggs in one basket

Especially

When those eggs are basically the brains of well everything so 嗯with the stakes this high

What is this chip war actually look like think of it like a global talent search

We're not just talking about any engineers

These are microchip masters

The best of the best people who can design and build at the nano scale

They're like the rock stars at the tech world

They really are

And countries are pulling out all the stops to get them on their team

So it's like building the ultimate tech dream team

Exactly big investments in education specialized programs trying to poach talent from other countries

It happens all the time

It's a global brain

Drain race and miller talks about the kind of mindset

You need in this field too

It's not just technical skill

Oh

Absolutely not you've got to be willing to experiment take risks even fail

Spectacularly and learn from it

You can't be afraid to colour outside lines a little

Exactly you've got a constantly pushed the limits challenge

What everyone thinks they know try something new

Even if it sounds crazy

That's how break through happened sounds like a high stake science fair

That's a good way to put it yeah

But even with the best minds

The the raziest ideas

This isn't a solo mission

It takes a village

A global village

Miller really hammers this home universities doing the research companies big in small companthe refunding sitting the strategy ecosysystem acactly

And why countries are now scrambling trying to build d their own chip ecosystems at home

They're realizing that relying on others

It's a risky move economically strategically especially with all the supply ting worries we talked about

Because the pandemic that really threarrench in the system

It exposed just how fragile things are suddenly a factory shuts down halfway across the world and entire industry shut down within it

So what's the answer

How do you balance efficiency

Globefcollaboration with this desire for lake sufficiency

Million dollar question

No easy answers

But it's forcing everyone to rethink things

How we approach innovation manufacturing even global trade can we cooperate and compete it the same time

It's a tough needle the thread

So where does that leave up most of us

People who aren't engineers or politicians

But use technology every day what's the take away here i think it's a reminder

Even the smallst technologies they can have a huge impact on our lives and the future of all this

It's not just about silicon and circuits

It's about the choices of make the shapments we pripritise the the nnerships we build with all part of this chip war in a way with milittelling us to pay attention

These forces shaping the chip industry

They are shaping our future too exactly

And it's not just about who wins this chip

Or it's about making sure that technology especially something as fundamentally as the microchip

It's used to make things better for everyone to solve global problems

To build a more sustainable future

A more equable future

Powerful stuff

Well on that note

I think we've done our deep dive for today

You've definitely you on us a lot to think about when it comes to the micro chip

Where it's been

Where it's going

It's been a fascinating conversation

The pleasure was all mine

And hey

Next time you pick up your phor use your computer

Take a second to appreciate those tiny wonders

That make it all work

The whole world of innovation packed in those little chips

And the story of the microchip

It's far from over

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