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The Semiconductor Ecosystem

Semiconductor 1

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.

But despite all this talk about chips and semiconductors, few understand how the industry is structured. I’ve found the best way to understand something complicated is to diagram it out, step by step. So here’s a quick pictorial tutorial on how the industry works.

The Semiconductor Ecosystem

Steve Blank
The Gordian Knot Center for National Security Innovation
Publication Date
October 12, 2022