Each had their own instruction set. Each had their own software stack, and each had their own fabs. But that was a model that wouldn't scale. It just got too expensive, and so you started getting the breakdown in the supply chain.
“Each had their own software stack, and each had their own fabs.”
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Each had their own instruction set. Each had their own software stack, and each had their own fabs. But that was a model that wouldn't scale. It just got too expensive, and so you started getting the breakdown in the supply chain and tried to started developing on okay. TSMC will manufacture for you. Synopsys and Cadence are tool players that will help you take your top level designs and help them make them manufacturable. And that kind of spurred an industry that was capable of doing different things. And that has been kind of the bedrock of the innovation that you see over the last two or three decades.
Why this clip
Explains the fundamental shift from vertical integration to specialized supply chains in semiconductors. The contrast between 'old model' vs 'new reality' creates a clear before/after narrative that's highly quotable.
What they said next
The demand is immediately overnight, so it will have to sort itself out. Every country is beginning to take charge, at least some key infrastructure. You've seen India announce their silicon program.
14:03 - 33s · Consequences
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