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Sharp Tech with Ben Thompson
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The Semiconductor Dilemma: Geopolitics and Industry Dynamics
This chapter explores the pivotal role of ASML and its interdependence on U.S. technology amidst geopolitical tensions, particularly focusing on Taiwan and TSMC. The discussion extends to Intel's struggles in the semiconductor market, weighing the implications of government intervention against the need for market autonomy. It highlights the complexities of U.S.-China relations, emphasizing the challenges of economic dependencies and the urgent need for strategic responses in the tech supply chain.
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