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US Intel

(stratechery.com)
539 points maguay | 1 comments | | HN request time: 0.208s | source
1. skmurphy ◴[] No.45028348[source]
Key graf: "The problem facing the U.S. is not simply the short-term: the real problems will arise in the 2030s and beyond. Semiconductor manufacturing decision-making does not require nimbleness; it requires gravity and the knowledge that abandoning the leading edge entails never regaining it."