AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
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.