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Simeon Campos on Short Timelines, AI Governance and AI Alignment Field Building
The Inside View
The Chance of China Inviting Taiwan
ASML is a monopoly it's in western countries and Vidya is in the US, TSMC is in Taiwan. So I would be super surprised if the chip uh like the GPU you mentioned from a Huawei required none on these components. It necessarily requires ASML machines at some point and so it's all down to incentives.
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