The Memory Supercycle: Why Phison’s CEO Predicts a Ten-Year Shortage Amid the AI Boom
Liang-rong Chen
Hello everyone,
The hottest semiconductor headline this week is U.S. Commerce Secretary Howard Lutnick’s proposal for a “50-50 split” on chip production between Taiwan and the United States.
The crux of the matter lies in his comment that the U.S. currently produces only “2% of the chips that we need” and aims to lift that share to 50%.
But what exactly do…
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