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利世民聲音專欄

利世民聲音專欄

Society & Culture:Philosophy

半導體五十年

半導體五十年

2024-11-15
Download Right click and do "save link as"
This is a free preview of a paid episode. To hear more, visit leesimon.substack.com

今次分享的內容有以下重點：

* 日本如何失去半導體領導地位

* Intel 的決擇． Andy Grove 的 Only The Paranoids Survive

* 台積電與代工生產模式的崛起

* 90年代晶片設計公司如NVIDIA的發展

* 美國為何將極紫外光技術（EUV）拱手相讓與荷蘭公司 ASML

* iPhone與全球供應鏈重組的啟示

* Intel 如何錯失 GPU 與 SOC 的 Strategic Point of Inflection

* CHIPS Act 對 Intel 的影響與變數

* 南韓企業如何在亞洲金融風暴後浴火重生

* 以上經驗對香港產業結構的啟示

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