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Gelsinger Out at Intel, 20 Years of Structural Challenges and Strategic Blindspots, The Board and What’s Next
Sharp Tech with Ben Thompson
Competitive Dynamics in the Semiconductor Industry
This chapter examines the competitive landscape of the semiconductor industry, emphasizing ASML's cutting-edge EUV machines. It highlights the contrasting strategies of TSMC and Intel, exploring the implications for national security and the future of these companies amidst market challenges.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode