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Listen: Episode 12: Semiconductor Transformation

Are we going back to the future with semiconductors? 451 Research founders John Abbott and Nick Patience join host Eric Hanselman to flash back to some history that seems to be repeating itself in the processor battles we see emerging today. The supply chain tug of war between hyperscalers, the automotive market and mainstream tech isn’t playing out well for any of them. Will the demands of AI/ML further complicate these strains? We echo the last episode, as we keep winding up at the edge.

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