Helium is as far as the Iran War and the semiconductor supply chain goes: as close to a "fundamental physical constraint" as we can get.
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No other company, no other country in the world can make these so-called EUV uh machines. And without them, you simply can't make the world's most advanced semiconductors.
China Decode
Complicated things come together the same way every time. A set of Legos. Instructions to build a Ferrari. Complex things change as you interact with them. So, the question asked is it more like building a watch? Is it more like raising a teenager?
Daily Stoic
Chip companies in the future might stop obsessing so much as they do right now about how small the transistors in a semiconductor should be and they might focus more instead on how fast the data moves through a semiconductor.
China Decode