
How China Plans to Win the Chip War
Geopolitics Decanted by Silverado
The History of the Semiconductor Industry
The key lesson that I took away was that many people throw on phrases like supply chain, but you don't know any about supply chains unless you've dug into a specific industry. And this is something that I think we need to be doing in more industries. We understand now the chip industry, but then from a chip to a iPhone or a server involves not just chips, but lots of electronic components and chemicals.
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