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#8 Semiconductors & the Economy of the Future with Chris Miller

Geoeconomic Agenda

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The Semiconductor Landscape: TSMC's Dominance and Future Trends

This chapter explores the complexities of the semiconductor industry, emphasizing TSMC's significant market share and the evolution of business models. It forecasts emerging technologies and architectural shifts that may disrupt the current landscape, highlighting specialized chip design, AI advancements, and the critical role of packaging and integration.

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