Visualizations
Twenty-five plates across five thematic groups. Each one is a self-contained HTML document; open in a new tab.
Foundations
Cold War origins through the global supply chain (Ch 1–12).
- Asia Supply Chain (1963–1972) ↗ Hong Kong, Singapore, Taiwan, Korea, Malaysia.
- Cold War Procurement ↗ Federal share of US IC demand collapsing 1962–1972.
- Fairchild Family Tree ↗ Shockley → Traitorous Eight → Fairchild → all the children.
- Invention Timeline (1947–1972) ↗ From the point-contact transistor to Linebacker laser-guided bombs.
The First Chip War
Japan crisis and the US comeback (Ch 13–28).
- DRAM Market Share (1978–1998) ↗ US to Japan to Korea, in stacked area.
- Gulf War Chips ↗ F-117, Tomahawk, Paveway, Patriot — anatomy.
- Intel's Pivot (1981–1995) ↗ Memory ribbon collapses; microprocessor ribbon swells.
- Lithography Handoff ↗ US to Japan to ASML, by market share.
- The Pentagon Offset ↗ Sensors, stealth, precision — chips as the enabler.
- Samsung's DRAM Rise ↗ From the 1983 Tokyo Declaration to the 1996 1Gb chip.
The Globalized Industry
TSMC, ASML, fabless, Intel decline (Ch 29–41).
- Apple Silicon vs Intel Slip ↗ TSMC nodes climbing; Intel tick-tock breaking.
- ASML Chokepoint ↗ Veldhoven, Oberkochen, Ditzingen, San Diego — the supply chain.
- Lithography Handoff ↗ US to Japan to ASML, by market share.
- TSMC's Grand Alliance ↗ The radial ecosystem that made TSMC unreplaceable.
- Moore's Law vs Rock's Law ↗ Transistors up; fab capex up faster.
China's Challenge
Industrial policy through the next offset (Ch 42–48).
- Big Fund: Three Phases ↗ ¥138.7B (2014), ¥204.15B (2019), ¥344B (2024).
- HiSilicon Kirin Lineage ↗ Kirin 910 to 9000 to the cliff at September 2020.
- Huawei: Rise (1987–2018) ↗ Revenue, headcount, four eras.
- MIC 2025: Targets vs Reality ↗ 70% targets across ten priority sectors.
- The Next Offset ↗ DARPA ERI, Project Maven, JAIC, Replicator.
- Tech Transfer Mechanisms ↗ JVs, licensing, M&A, talent — taxonomy.
The New Chip War
Modern controls and the Taiwan question (Ch 49–54).
- Chip Shortage Cascade (2020–2022) ↗ COVID, Renesas, Texas freeze, Suez.
- Export Controls (2017–2024) ↗ Section 301 through the AI compute rules.
- Huawei Cutoff Cascade ↗ May 2019 to September 2020, market share collapse.
- Taiwan Concentration Map ↗ Hsinchu, Taichung, Tainan — and the missile envelopes.
- TSMC Diversification Hedge ↗ Arizona, Kumamoto, Dresden — and the 90% still on Taiwan.