Great stuff Ryan, and soooo much better than any of the other ideologically tinged "analysis" from the usual suspects and China podcasts.. great working with you on these issues...
Thanks so much for putting in the work on this Ryan! Really impressive stuff.
more thoughts to come as I digest but just getting through the initial part I think it's hard to say containment is no long possible if we're not factoring in the ability not just to design but to manufacture at scale
thanks Jordan! yeah only focusing on fabless design firms misses the big questions around SMIC and CXMT yields, which I try to touch on in relevant sections (CMD+F "unit costs")
there's also the follow-up question around production capacity and horse trading between the S and A-tiers. truthfully I'm saving those for a separate future deep dive
Great stuff Ryan, and soooo much better than any of the other ideologically tinged "analysis" from the usual suspects and China podcasts.. great working with you on these issues...
Thank you Paul! Always learning from you
"is by no means an authoritative declaration - it’s subjective and shouldn’t be taken too seriously" lol just wait for the domestic coverage
wait you mean to say people don't read disclaimers?
Thanks so much for putting in the work on this Ryan! Really impressive stuff.
more thoughts to come as I digest but just getting through the initial part I think it's hard to say containment is no long possible if we're not factoring in the ability not just to design but to manufacture at scale
thanks Jordan! yeah only focusing on fabless design firms misses the big questions around SMIC and CXMT yields, which I try to touch on in relevant sections (CMD+F "unit costs")
there's also the follow-up question around production capacity and horse trading between the S and A-tiers. truthfully I'm saving those for a separate future deep dive