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The Bleeding Edge of Semiconductors: A Tale of Three Companies || Peter Zeihan

The Peter Zeihan Podcast Series

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Advancements in Semiconductor Technology and the Race for Chip Manufacturing Leadership

This chapter explores the advancements in semiconductor technology, particularly in extreme ultraviolet (EUV) lithography. It highlights Intel's ambitions to catch up with TSMC by introducing high NA chips and becoming the industry leader by 2024, while also discussing the geopolitical aspects of chip manufacturing.

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