Dwarkesh Podcast Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
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Oct 2, 2024 
Dylan Patel, the brains behind Semianalysis, and Jon Y, creator of Asianometry, dive deep into the semiconductor industry. They explore the geopolitical tensions shaping chip manufacturing, especially in China and the U.S. The duo discusses the intricate challenges of semiconductor scaling and the future of AI hardware, while speculating on the potential impact of a Taiwan crisis. With insights into Huawei's strategies and vibrant anecdotes, this discussion unpacks the complex world of semiconductors and their role in technological advancement.
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Semiconductor Industry Acceleration
- Richard Chang left TSMC for China, accelerating their semiconductor industry.
- Liang Mong Song, focused on pushing limits, later joined Samsung and then SMIC.
Semiconductor Research
- Semiconductor research involves many experiments to improve recipes.
- Researchers tweak tool parameters and measure yield, performance, and power.
Decentralization of AI Efforts
- The US AI landscape is decentralized, with multiple companies and startups.
- China's AI efforts are also currently decentralized.