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11min chapter
Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
Dwarkesh Podcast
Huawei's Resilience in Semiconductors
This chapter explores Huawei's strong performance in the semiconductor industry despite sanctions, analyzing its competitive edge over Western firms. It also examines the cultural and structural factors influencing innovation, sustainability, and the evolution of the industry in an increasingly complex technological landscape.
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