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1min chapter
Complexity Investing & Semiconductors (with NZS Capital)
Acquired
How to Capture Extra Margin in a Semicaector Economy
Apple became the aggregator. Apple basically says, ah, well, we've designed this logic board,. We've designed most of the chips and we've situated them together. T s m c manufactures it. They do all the packaging. And so it seems like with the sort of creation of the system on a chip that at least, let's just talk about the eye puncs is the one i understand thebest.
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