Michael runs Coorstek, a billion dollar supplier to the semiconductor industry. We talk about this business, on how the Coors family has started and transformed its beer business and made it one of the biggest producers of beer worldwide. We talk about how they changed and adapted again and again over five generations. We also talk about semiconductors generally and why the car industry doesn't get enough of them due to bad handling of suppliers. The market is dominated by very few players in Asia, most notably Taiwan. We talk about attempts of the US and Europe to bring this industry back home, how China has failed at the task and potential consequences of a war in Taiwan.