The usual view
Look instead at
“In other words, we begin at the peak.”
“I saw semiconductors as the story.”
“It’s the most visible chapter of the story.”
“Each mattered.”
Start with the foundations
Capability is the story
Look for what is invisible
See the larger whole
A few words, defined
The terms this story leans on, in plain words.
Capability
The ability to adapt, learn and create value as the world changes.
ITRI
Industrial Technology Research Institute, set up in 1973.
RCA
The US company whose chip-making technology was transferred to Taiwan.
TSMC
The chip maker at the center of today’s supply chains.
CHIPS Act
The United States’ CHIPS and Science Act.
The peak
The point where success has already become visible.