#69 – Jon Y (Asianometry) on Problems And Progress in Semiconductor Manufacturing
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Challenges and Concerns in Semiconductor Manufacturing
This chapter explores the difficulties faced by new entrants in disrupting major semiconductor manufacturing companies, the potential disruption of silicon photonics, specialization within AI chips, concerns and priorities of semiconductor manufacturing companies, skepticism surrounding AI and AGI, and the question of sustaining exponential compute power and growth in the industry.
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