Book

Chip War

Chris Miller

How semiconductors became the chokepoint of the world economy. The most useful single book for anyone covering technology, and increasingly for anyone covering anything.

• Technology
• Macro and rates
• Risk

1 idea from this book

• Company insightTechnology

  One company in the Netherlands is a single point of failure for everything

  Find the narrowest step in a supply chain; that is where the risk, the pricing power and the politics all sit.

  Technology coverage, macro and geopolitical questions, and any discussion of moats in hardware.