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Complexity Investing & Semiconductors (with NZS Capital)
Acquired
Transistor Level Innovation, Package Level Innovation and System Level Innovation
More's law is not just about the transistor. It's really about the package. And so you're seeing a lot more innovation. You can actually split up m chips into multiple chips called chiplets, which a m d is doing. Also, instead of having one gigantic like gpu would buy from vidia, you can have four smaller chips and stitch them together to drive more performance.
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