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artlu 🎩
@artlu
https://overcast.fm/+3DjYp-yHc 5sec reactions: - AAPL+TSMC+QCOM+AMAT margins: Huawei+SMIC eat that now (QCOM revs cut $30bn) - sanctions solved coord prob, did China startups huge favor - Huawei team is same that built TSMC, Samsung advances - CUDA will move to Ascend - China gets 5x # eng grads every year, compounds
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