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Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works

Dwarkesh Podcast

CHAPTER

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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