Chip Exports

Understandary Cascade

Chip Exports

0:00

-13:30

Paid episode

The full episode is only available to paid subscribers of Understandary

Chip Exports

Colin Wright

Dec 16, 2025

∙ Paid

This week we talk about NVIDIA, AI companies, and the US economy.

We also discuss the US-China chip-gap, mixed-use technologies, and export bans.

Continue reading this post for free, courtesy of Colin Wright.

Or purchase a paid subscription.

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