The semiconductor sector has seen more upheaval over the last 3 years than in the previous 30, fueled by the rise of AI. Nvidia now rivals Microsoft for most valuable company on the planet, while Intel – which started the Microprocessor revolution over 50 years ago – seems to be losing ground, in a downward spiral into complete collapse. What does this mean for our devices – and for the geopolitical balance between the US and China?
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