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Re:Intel Cuts Employee Pay to Maintain Quarterly Dividend by jackthetab on Wednesday February 01, 2023 @01:42AM (#34607256)
Sounds like you read Peter Zeihan too. :-)

As a matter of fact, he published a video today talking about this topic in some detail. You can find it on YT with the title "Semiconductors: China's the Odd Man Out".

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