Chip War

Miller's argument is that the twentieth century's central resource story was oil and the twenty-first's is silicon, and he builds the case through the physical supply chain rather than abstract theory — lithography machines built by a single Dutch company, fabrication plants in Taiwan that took decades and billions to stand up, and the handful of choke points that give a few firms and governments outsized leverage over the entire global economy. The book's momentum comes from treating semiconductor manufacturing as a geopolitical thriller rather than an industry explainer, following engineers and executives as much as policymakers. It doesn't prescribe policy so much as make the stakes of Taiwan's fab dominance impossible to shrug off.