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Nvidia is making its chips on a larger node to get around export controls. T J calls the Chinese crooked and willing to steal IP at every opportunity and that commodity semiconductors will be made in India, Thailand other countries since they can't be made economically in the US. It seems the US will sacrifice the low end to make high end chips, but only for domestic and our ally's use. It will be interesting to see how this plays out in the autonomous vehicles and advanced robotics/automation.
