Chip War (晶片戰爭)

 Chris Miller, Chip War : The Fight for the World’s Most Critical Technology, Scribner, 2022. 

洪慧芳譯，晶片戰爭：矽時代的新賽局，解析地緣政治下全球最關鍵科技的創新、商業模式與台灣的未來，天下雜誌，2023

「如果有哪本書能讓所有人了解矽時代，並認知到這個時代的刺激與重要程度毫不亞於原子能時代，就是這本書了。」——《紐約時報》

看懂現今晶片戰局勢最重要解讀——矽時代，運算力才是新石油

晶片供應鏈左右了上世紀冷戰的輸贏，更將決定本世紀強權競爭的終局

大國競逐加速升溫，台灣更是站在關鍵位置，下一個引爆點會在哪？ 

書中的 Chapter 22 Disruption Intel，說明 Andy Grove 利用 Christensen 教授的破壞性創新 (disruptive innovation)，顛覆記憶體 (DRAM)，轉向 CPU。但是，他顛覆的是決定生產平價的 CPU，對抗 AMD；依靠的正是學術人的胡言亂語 (drivel) (1)。

第 33 章，再一次說明上述現象。當時，賈伯斯邀請 Intel，幫忙生產智慧型手機的晶片。但是，Intel 在個人電腦和伺服器晶片的巨大獲利，讓當時的高層決定放棄這個小市場。雖然，後來 Intel 花了數十億美元，依然無法追趕。事實證明，蘋果的智慧型手機晶片生意非常龐大。

第 54 章台灣的困境 (dilemma)。從俄羅斯入侵烏克蘭，說明半導體的重要性。作者從美國人的角度，說明台灣面臨的兩難。

(1) James Allworth, Intel’s Disruption is Now Complete, Medium, Nov 11, 2020.

Grove used the learnings of Christensen’s research to guide Intel over his tenure. One of the most famous examples of this was Grove pushing Intel to do something that companies rarely have the appetite to do: launch a low-margin product that cannibalized its high end products. But Intel did it — they introduced the Celeron processor in 1998. It did cannibalize their Pentium processor to an extent, but it also enabled them to capture 35% of the market they were competing in. Perhaps more importantly still though, it staved off threats from the low end.

Marketing Author, Christensen Taught Intel CEO How To Think And Why It’s Important, Edge, April 19, 2016. 

“Look, Clayton I’m a busy man and I don’t have time to read drivel from academics but someone you told me you had this theory… and I’m wondering if you could come out to present what you’re learning to me and my staff and tell us how it applies to Intel.”