Transistor Radio

Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched

Jun 29, 2024
The hosts discuss overheated semicap, cracked AI programmers in China, the new Etched chip, and nuclear reactors. They delve into semiconductor industry trends, investment concerns, Huawei Ascend AI chip, Western vs Chinese chip development approaches, small modular reactors, and advantages of nuclear power.
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