In the first ever live recorded episode, Zerzar and Sachin breakdown the value chain in the exciting world of chips. Key nations, their respective points of leverage, and how it shapes geopolitics. The episode closes off with a recap of current events and predictions for the future.

0:00 Intro 

1:00 How do we get from germanium to iPhone?

4:48 Choke points in the value chain

13:50 Recap of events - Chip 4 alliance, Chips act, war in Ukraine, India, China

34:45 Future predictions - What can China do given its relatively unpredictable position?