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SemiAnalysis
@SemiAnalysis_
Joined January 2024
29 Following    150K Followers
SemiAnalysis@SemiAnalysis_
2026.06.22 21:01
AI demand is outstripping Moore's law in the short run Moore's law drove import prices of computers and semiconductors down by 52% between 2001 and 2020. (1/4)🧵
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