The Bleeding Edge of Semiconductors: A Tale of Three Companies || Peter Zeihan

Peter Zeihan, an expert in global politics and economics, discusses the semiconductor industry's leaders, Intel and TSMC, and their competition to bring advanced chips to market. He explores the state of the industry, the emergence of extreme ultraviolet technology, and Intel's ambitions to catch up with TSMC. The discussion also touches on the geopolitical aspects of chip manufacturing.