11 Comments
Jan 30Liked by Dylan Patel

Good note. Thank you.

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There is no long term vision for the sanctions. Do we really think with all the scientists and engineers that China has and will have, they won't be producing all these tools? 2 years ago we didn't imagine they would be producing chips at 7nm. I suspect they've been working on them for several years already.

If they start building these tools, western supply chain will be devastated.

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When will be i phone sold under 100usd?

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