Dylan Patel(@dylan522p):US supply chains for electronics suck so much AMD found a business opportunity in dumping US military chips for 1/4 of the cost in China. US list price is $36k for this chip, with $4-5k to US companies at volume, but it's getting quoted $1k in China to crowdfunding campaigns AMD needs to be investigated for treason. it's not just export violations, but it's literally selling military end use components to an adversary for less than your home country.... Pharma companies are also similarly treasonous https://t.co/fylY0IJG61

Dylan Patel

@dylan522p

SemiAnalysis AI Infrastructure Research and Consulting DMs are open for consulting, quotes, or to talk shop, Opinions my own

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Dylan Patel@dylan522p

2026.09.19 16:41

US supply chains for electronics suck so much AMD found a business opportunity in dumping US military chips for 1/4 of the cost in China. US list price is $36k for this chip, with $4-5k to US companies at volume, but it's getting quoted $1k in China to crowdfunding campaigns AMD needs to be investigated for treason. it's not just export violations, but it's literally selling military end use components to an adversary for less than your home country.... Pharma companies are also similarly treasonous

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