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11min chapter
Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
Dwarkesh Podcast
Huawei's Competitive Dynamics
This chapter analyzes Huawei's dominance in the semiconductor and telecommunications sectors, questioning the sources of its success amid sanctions. It explores the broader implications for Chinese tech culture, innovation trends, and the historical context of espionage in technological advancements.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode