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In this podcast episode, Mark Yusko, Sachin Jaitly, and Xavier Segura explore the pivotal role of computing infrastructure, particularly chips, in today's digital age. They shed light on the dynamic intersection of computing power, software innovation, and the ever-evolving landscape of chip design and production, recognizing the evolution of semiconductors from the early days of single transistors to the current designs with billions of transistors. The hosts also discuss critical players in the global supply chain of semiconductors, like Taiwan, South Korea, Japan, China, and the United States, and their respective roles in the value chain. They further emphasize steps governments are taking to diversify the ecosystem through subsidies for new manufacturing facilities.
Moreover, learn why Morgan Creek Digital anticipates a surge in specialized and advanced chips to support emerging technologies like AI, Blockchain, and data analytics, recognizing this shift as a critical component in shaping the next iteration of the internet, often referred to as "web three". This episode provides valuable insights into semiconductors, addressing their fundamental role in driving technological advancements and the global economy.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
By Morgan Creek Capital Management, LLC5
1313 ratings
In this podcast episode, Mark Yusko, Sachin Jaitly, and Xavier Segura explore the pivotal role of computing infrastructure, particularly chips, in today's digital age. They shed light on the dynamic intersection of computing power, software innovation, and the ever-evolving landscape of chip design and production, recognizing the evolution of semiconductors from the early days of single transistors to the current designs with billions of transistors. The hosts also discuss critical players in the global supply chain of semiconductors, like Taiwan, South Korea, Japan, China, and the United States, and their respective roles in the value chain. They further emphasize steps governments are taking to diversify the ecosystem through subsidies for new manufacturing facilities.
Moreover, learn why Morgan Creek Digital anticipates a surge in specialized and advanced chips to support emerging technologies like AI, Blockchain, and data analytics, recognizing this shift as a critical component in shaping the next iteration of the internet, often referred to as "web three". This episode provides valuable insights into semiconductors, addressing their fundamental role in driving technological advancements and the global economy.
To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]

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