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Episode Description
Last week, I got on a plane and flew from Taipei to Phoenix, Arizona to visit SEMICON West. For the first time ever, the semiconductor industry's biggest show is in Phoenix. I spoke to a lot of people on the floor and attended as many presentations as I could. Everyone was amazing and I learned a lot. Five years after TSMC's fateful 2020 announcement, the Phoenix semiconductor industry has been on fire. Figuratively. In this video, a vibe check into America's semiconductor boom. Yes it's real.
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