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It doesn’t look good at all. - China and Russia carved off at least 30%+ of global AI, MCU, automobile, IoT, cell phone, robots - CHIPS act - RISCV - Global d
by anonreeeeplor 4y ago
It doesn’t look good at all.
- China and Russia carved off at least 30%+ of global AI, MCU, automobile, IoT, cell phone, robots
- CHIPS act
- RISCV
- Global downturn
- End of Moore’s Law
- Seemingly very low overall datacenter traction after many years
- Apple forked the IP
- Qualcomm has been handed global 5G, SoC market since China modems and silicon banned, gives them tremendous leverage imo
The trade isolationism looks like it will only increase.
It feels like the wheels have fallen off and the train is on fire