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($) AI May Have A Gross Margin and Bullshit Revenue Problem
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Topics: AI •

($) AI May Have A Gross Margin and Bullshit Revenue Problem

  • Kevin Xu

    Kevin Xu

    Author and founder of Interconnected. See "About Interconnected" for more information.

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

25 Jan 2024

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U.S. Export Control is Hurting Nvidia and Helping Huawei

U.S. export control on advanced semiconductors is starting to become counterproductive. While the intended goal is to strengthen national security by preventing China from obtaining cutting edge American-designed AI chips, the real effects are hurting leading American companies, particularly Nvidia, while helping China’

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Topics: TSMC• Industrial Policy• Semiconductor•

TSMC Hedges Against a CHIPS Act Fail

The much-lauded CHIPS Act is not going well. And TSMC, which is supposedly to be one of the Act’s biggest beneficiaries, is starting to hedge against a failing industrial program.  Since its passage 16 months ago, the Act’s implementation led by the

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