Post #1690 1.1K Nov 24, 2025, 11:23 UTC Какой-то совершенно бесконечный пост с обзором индустрии полупроводников и чипов. Substack Semiconductors: The most important sector in the world The most comprehensive analysis of the semiconductor sector: what are chips, how are they made, who are the companies, fabless vs foundries, the rise of China, US reshoring and investments