MAD, China, and the Semiconductor Showdown (Part 2)
eastwind.substack.com
(generated by Midjourney) In Part 1 of this two-part blog post, I highlighted the macro funding trends as the “AI Wars” between the US and China reach new levels of intensity. In Part 2 of this series, I explore why owning the entire semiconductor stack is crucial to maintaining the (seemingly) accelerating pace of innovations in AI, and how, until recently, investment in onshore semiconductor production hasn’t been given as much focus given the steep curve required to catch up to the production economics in Asia.
MAD, China, and the Semiconductor Showdown (Part 2)
MAD, China, and the Semiconductor Showdown…
MAD, China, and the Semiconductor Showdown (Part 2)
(generated by Midjourney) In Part 1 of this two-part blog post, I highlighted the macro funding trends as the “AI Wars” between the US and China reach new levels of intensity. In Part 2 of this series, I explore why owning the entire semiconductor stack is crucial to maintaining the (seemingly) accelerating pace of innovations in AI, and how, until recently, investment in onshore semiconductor production hasn’t been given as much focus given the steep curve required to catch up to the production economics in Asia.