I've been following semiconductor news for a decade because of long-running consulting work in the sector, but rarely tweet about it. For the first time though, it feels super-relevant to macro global public-interest stuff so I find myself tweeting/RTing it more 🤔
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This thing for example would have been obscure inside baseball a few years ago. Now the fate of the world might depend on whether China can get around the Nvidia+TSMC tech moat on their own
