Chip War, by Chris Miller

Chip War: The Fight for the World's Most Critical Technology (2022)

Does an in-depth dive on the most visible technological choke point: semiconductors. Also highlights the long development arc of the technology and the role that public-sector investment played in its creation. If you read one book to understand why the third crisis took the shape it did, make it this one.

Read it asking: How much of the semiconductor industry was built by markets, and how much by statecraft?