
Why are chips interesting again?
Another Podcast
The Costs of Manufacturing Go Up
Apple is the poster child for it but there's a broader drive among non chip companies to design their own chips. There used to be 2000 chip companies in the US, today there are probably 200 plus a handful of startups. The other side of this that most people sort of in sort of generalize tech will be aware of is the shift to arm and ship efforts where obviously they bought a fabulous design company PA semi.
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