Semiconductors

Chips, Sovereignty, and a Historical Pattern

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Chips, Sovereignty, and a Historical Pattern

Hello everyone, Eleanor here. Today, I want to talk about a recent development that really caught my eye – the confirmation that Nvidia and AMD will be contributing 15% of their China chip revenue to the U.S. government. This news, dated August 12, 2025, brings to mind many historical instances where governments have stepped in … Read more

Chips, AI, and Our Shifting World

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Chips, AI, and Their Societal Impact: A Look from Silicon Valley

It’s August 2025, and looking back at my career, the pace of technological change feels like it’s only accelerating. Today, I want to talk about something fundamental: semiconductors, the tiny engines powering our digital lives, and how they, along with artificial intelligence, are reshaping our society and economy. We’ve all heard about AI. It’s not … Read more