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

Dwarkesh Podcast

CHAPTER

Navigating Rivalries in Semiconductors

This chapter explores the competitive dynamics of the semiconductor industry, focusing on talent transfer and the strategies employed by companies like TSMC and Samsung. It examines the historical context of knowledge sharing, the impact of Chinese and Taiwanese firms, and the evolution of specialized expertise in manufacturing techniques.

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