More on the China Chip Ban, The AI Focus, Apple and YMTC

More on the China chip ban, including the AI motivation, and how China might interpret things differently. Plus, Apple gets a reminder that there are more considerations than costs.

Political Chips

Chips are the clearest example that economic efficiencies will not be the ultimate decider of technology’s end state: politics will play an important role.

CHIPS Act; America, China, and Intel; Micron and TSMC

The CHIPS Act is flawed in both its premise and implementation, but is worth passing for geopolitical reasons; that, though, means that Intel shouldn’t be calling the shots, particularly since it needs it more than ever.