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Why are chips interesting again?

Another Podcast

CHAPTER

TSMC Is Not Standing Still

There's no reason why Samsung is the only company, and LG are the only people who can make their screens. And TSMC is not standing still. They continue to move things forward in ways that no one else can do. So I think it's not surprising that China has struggled here. But they will sort of keep pace, but not close that gap soon.

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