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11min chapter
Complexity Investing & Semiconductors (with NZS Capital)
Acquired
The Future of Moore's Law and Semiconductor Innovation
This chapter examines the continuing relevance of Moore's Law in the semiconductor industry, emphasizing advancements driven by EUV systems. It discusses innovative design shifts, the rise of chiplets, and Apple's integrated approach, illustrating how companies are evolving beyond traditional manufacturing models. Collaboration among industry players like TSMC and ASML is highlighted as essential for driving future technological innovations and efficiencies.
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