Chip War - the Race for Silicon Sovereignty

Chip War - the Race for Silicon Sovereignty

Author: Myth of the 20th Century - "Only the truth is banned." June 12, 2026 Duration: 2:24:43

In times past, wealth and power were often measured in land, given its accompanying population and natural resources. With the industrial revolution, access to cheap and plentiful energy such as coal and oil accelerated these natural advantages, and often determined victory or defeat in the high-intensity conflicts of the 20th century. But in the modern era, information and artificial intelligence are proving determining factors in conflicts in business and in war, from the success of search giants like Google to the decisive blow dealt to Iraq in the first Gulf War through smart munitions. Underpinning it all is the silicon substrate of semiconductor chips, delivering the necessary brainpower to compute all the algorithmic decision making that is written into our society and software. Tonight, we are joined by Arthur, having worked in semiconductor finance, to discuss the importance of this ever growing sector, and review the global race between East and West over the control of the increasingly complex supply chain spread across design and manufacturing in nearly every continent.

-- Brought to you by --

Very special guest Arthur Morgan

https://x.com/ArthurMorg1965

with Adam Smith

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-- References --

- Only the Paranoid Survive, Grove (1996)

- Pirates of Silicon Valley, Burke (1999)

- Semiconductor and beyond - Global semiconductor industry outlook 2026, PwC (2026) - https://www.pwc.com/gx/en/industries/technology/semiconductor-and-beyond.html

- David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026 - https://finance.yahoo.com/economy/articles/david-sacks-says-ai-could-220110765.html



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Myth of the 20th Century is a show that digs into the stories we think we know and examines the forces that shaped them. Guided by the principle "Only the truth is banned," this podcast peels back the layers of official narratives, exploring the intersections of history, current events, and power. Each episode is a deep dive into the foundational myths-political, social, and cultural-that define our modern world, particularly those emanating from and surrounding the American experience. The analysis is grounded in a belief that what is often presented as settled history is anything but, and that contemporary headlines cannot be fully understood without this crucial context. You'll hear detailed explorations of pivotal events, ideological movements, and the figures who championed or challenged them, all framed by a critical perspective that questions mainstream consensus. This isn't a recitation of dates and names, but a connective investigation into how the past actively informs the present. For those who find standard historical accounts lacking or suspect that news cycles are missing crucial depth, this podcast offers a different lens. It’s for listeners who want their history and politics presented without the usual filters, where the focus is on the underlying patterns and enduring consequences of twentieth-century dogma and ambition. Tune in for a challenging and consistently detailed audit of the century that made us, asking persistently whether the sun truly never sets on the American empire or if that itself is the most potent myth of all.
Author: Language: English Episodes: 50

Myth of the 20th Century
Podcast Episodes
The World at War - Part IV - The Eastern Front (Myth20c - Ep297) [not-audio_url] [/not-audio_url]

Duration: 2:25:13
As the summer of 1941 approached, the geopolitical map of the world hinged around three main power blocs: the Anglo-American alliance, the Soviet Union, and the nascent but growing empires of the fascist world. Having wi…
The World at War - Part III - The Battle of Britain (Myth20c - Ep296) [not-audio_url] [/not-audio_url]

Duration: 1:09:42
After jointly declaring war on Germany in September, 1939 and with France capitulating in June, 1940, Great Britain stood alone in its quest to subdue Nazi Germany and prevent its emerging continental empire from eclipsi…
Iran Strike - After Dark (Myth20c - Ep295) [not-audio_url] [/not-audio_url]

Duration: 1:27:53
On June 21st, 2025, the United States launched a series of air strikes on Iranian installations allegedly containing facilities and equipment designed for building weapons grade nuclear material. The strikes follow a ser…
The World at War - Part II - The Western Front (Myth20c - Ep294) [not-audio_url] [/not-audio_url]

Duration: 1:21:33
The 20th century war between the Western European powers, which began in earnest in 1914 and halted after four bloody years of fighting, resumed again officially in 1939. Following the swift occupation of Poland by Germa…
The World at War - Part I - A New Germany (Myth20c - Ep293) [not-audio_url] [/not-audio_url]

Duration: 1:17:15
As the world’s largest scale conflict in terms of active battle space and commitment of men, material, and of course the tragic loss of over 70 million lives, World War II has been a topic this show has touched upon but…
Camp of the Feints - India vs. Pakistan (Ep. 292) [not-audio_url] [/not-audio_url]

Duration: 1:30:14
On May 10th, 2025, India and Pakistan agreed to a ceasefire, brokered by the United States, after weeks of fighting in one of the bitterest military exchanges in years. This followed an attack on Indian tourists in the d…
Trade War - After Dark (Myth20c - Ep291) [not-audio_url] [/not-audio_url]

Duration: 3:15:20
On April 2nd, 2025, The Trump Administration announced what they called ‘Liberation Day’ for Americans. Rather than a reference to an occupation from a kinetic war, the White House was referring to liberation from a soci…
Long Term Capital Management - When Genius Failed (Myth20c - Ep289) [not-audio_url] [/not-audio_url]

Duration: 2:52:34
In 1998, Long Term Capital Management received a $3.6 billion bailout from a private consortium of Wall Street banks. This amount, while staggering to most, belied an even greater $1 trillion in notional liability LTCM w…
Lone Star - a History of Texas (Myth20c - Ep288) [not-audio_url] [/not-audio_url]

Duration: 2:46:31
As the largest state in the lower 48 of the United States, and the second largest by population, Texas ranks prominently in the economic and political dynamics of the country, with a world leading energy sector and growi…