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What Investors Are Overlooking in AI & Semis | Val Zlatev

Monetary Matters with Jack Farley

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The Future of Semiconductors Post-Moore's Law

This chapter explores the implications of reaching the limits of Moore's Law in the semiconductor industry, emphasizing the challenges and rising costs of manufacturing. It discusses the cyclical nature of the market and the impact of burgeoning demand from AI advancements and major companies like TSMC. Additionally, the chapter addresses the misconceptions about the DeepSeek technology and its actual incremental advancements in the landscape of chip demand.

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