Amazon and the “Just Walk Out” Parable, Mythbusting on Meta and TSMC, The XZ Backdoor and Its Implications
Sharp Tech with Ben Thompson
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TSMC's Expansion Strategy and US Operations
This chapter analyzes TSMC's move to construct a fab in Arizona, delving into delays, funding, and the company's strategic positioning. It explores negotiating tactics, the Taiwanese dynamic, and the significance of relationships with major buyers like Apple and Nvidia. The discussion extends to US government incentives, talent dynamics, and the implications for national security and long-term demand in the semiconductor industry.
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