MODULE 2

🔌Physical Infrastructure

The semiconductor ecosystem, from transistors to global supply chains and manufacturing.

📝6 Topics
⏱️~150 min

🎯Learning Objectives

  • Trace the evolution from transistors to hyperscale campuses
  • Break down the semiconductor value chain and its chokepoints
  • Compare fabrication, architecture, and corporate strategies
Topic 2.1
Historical

From Transistors to Data Centers

Journey through 75+ years of computing evolution. From the first transistor at Bell Labs to exascale data centers, understand how compute power has grown exponentially.

⏱️35 min
Explore topic
Topic 2.2
Core Concept

The Semiconductor Value Chain

Understand the complex, globally distributed semiconductor supply chain. Learn about fabless design, foundry manufacturing, and the vertical integration that powers modern chips.

⏱️30 min
Explore topic
Topic 2.3
Research

Global Chipset Ecosystem 2025

Map the current state of the global semiconductor industry. Analyze market leaders, emerging players, and the geopolitical implications of chip manufacturing concentration.

⏱️30 min
Explore topic
Topic 2.4
Technical

Chip Fabrication & Manufacturing

Dive deep into the chip manufacturing process. Learn about photolithography, EUV technology, process nodes, and why Taiwan dominates advanced semiconductor production.

⏱️35 min
Explore topic
Topic 2.5
Technical

Chip Architecture 101

From die to 3D stack: understand chip architecture fundamentals. Learn about CPU design, GPU parallelism, specialized accelerators, and advanced packaging techniques.

⏱️25 min
Explore topic
Topic 2.6
Industry

Semiconductor Companies & Roles

Identify the key companies in the semiconductor ecosystem and understand their specific roles. From NVIDIA's AI dominance to ASML's lithography monopoly.

⏱️25 min
Explore topic