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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 2 of 2

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 2 of 2

How a chip is made from scratch and who matters | 16 Aug 2026 | Leo Cui, Ph.D., CFA

> "nvidia decided what the chip should do tsmc worked out how to build it reliably in silicon the machine that printed the finest circuitry came from ASML in the Netherlands the memory stack came from South Korea and the silicon wafers began in Japan so who actually made it no one did not alone no company and no country hold a complete recipe" - **Leo Cui, Ph.D., CFA**…

Aug 21, 2026·Knowledge Bytes
How a chip is made from scratch and who matters | 16 Aug 2026 | Leo Cui, Ph.D., CFA

Why Taiwan Didn’t Steal America’s Chip Industry (Pt. 1: Geoeconomic History) | 4 Aug 2026 | Strait Forward | Special Competitive Studies Project

- > "By that definition, the notion that Taiwan stole the US semiconductor industry is completely wrong—completely 100% wrong—because it is actually the outcome of a collective decision-making and collective benefits that created this ecosystem between the US and Taiwan after 40 to 45 years of efforts." - **Dr. Roy Lee** [[00:06:11](http://www.youtube.com/watch?v=xxv_4sc_esk&t=6m11s)] - > "Until today, TSMC's…

Aug 5, 2026
·Geopolitics
Why Taiwan Didn’t Steal America’s Chip Industry (Pt. 1: Geoeconomic History) | 4 Aug 2026 | Strait Forward | Special Competitive Studies Project
Source
Knowledge BytesPodcastSemiconductors
+11 more tag
Technology

How a chip is made from scratch and who matters | 16 Aug 2026 | Leo Cui, Ph.D., CFA

"nvidia decided what the chip should do tsmc worked out how to build it reliably in silicon the machine that printed the finest circuitry came from ASML in the Netherlands the memory stack came from South Korea and the silicon wafers began in Japan so who actually made it no one did not alone no company and no country hold a complete recipe" - Leo Cui, Ph.D., CFA…

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UJ
Aug 21, 2026
Source
GeopoliticsHistoryOthers
+22 more tags
Podcast
Semiconductors

Why Taiwan Didn’t Steal America’s Chip Industry (Pt. 1: Geoeconomic History) | 4 Aug 2026 | Strait Forward | Special Competitive Studies Project

  • "By that definition, the notion that Taiwan stole the US semiconductor industry is completely wrong—completely 100% wrong—because it is actually the outcome of a collective decision-making and collective benefits that created this ecosystem between the US and Taiwan after 40 to 45 years of efforts." - Dr. Roy Lee [00:06:11]

  • "Until today, TSMC's…

View Full Article
UJ
Aug 5, 2026