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23min chapter
Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
Dwarkesh Podcast
Semiconductor Crisis and AI Integration
This chapter explores the dire consequences of a potential crisis in Taiwan, particularly its impact on the global semiconductor supply chain and technology industries. It highlights the complexities of the semiconductor field, including the barriers to entry and the intricacies of knowledge sharing among experts. Furthermore, it discusses the evolving relationship between AI companies and hardware architectures, shedding light on the differing pathways taken by American and Chinese tech firms.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode