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Re:Ask HN: Best books to understand semiconductor business? by frozenport on Tuesday October 03, 2023 @05:04PM (#37757566)
-1: dude was wrong about everything, missed the role of software and computer engineering.

1. China rapidly catching up

2. Companies can produce competitive offerings with old manufacturing processes

He took a manufacturing heavy view, but actually open archs like RISC-V or ARM's china division defecting provided avenues to make competitive offerings with last generation technology.

fastest chip today runs on 4 year old silicon: https://www.eetimes.com/groq-demos-fast-llms-on-4-year-old-s...

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