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TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis
We Study Billionaires - The Investor’s Podcast Network
High-End AI Chips Can No Longer Be Sold to China
High-end AI chips can no longer be sold to any entity operating in China. The US is even prohibiting any semiconductor manufacturer worldwide from providing services to any Chinese chip design company that is seeking to make high-end chips for AI or supercomputing. This puts China at a significant disadvantage because their domestic manufacturing just isn't near as advanced as their US counterparts. Jordan states that designing and building the equipment for manufacturing semiconductors is among the most technologically complex, expensive and difficult undertaking that could occur anywhere in the global economy.
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