The semiconductor industry is precarious, with Taiwan's manufacturing capacity being critical for global tech, and Intel's decline in process technology leadership poses a risk to American technology dominance.

If China gains more capacity for chip production, they could dominate the market and undermine American companies' financial performance.

China is reinvesting funds into industrial capacity, particularly in areas like microchips, aiming to build chips that could surpass Nvidia's technology within the next 6 to 8 years.

During the disillusionment phase, we struggled to attract investment due to recent failures of other hardware companies, which made investors hesitant.

Microsoft had an opportunity to become a significant player in mobile before Android took off, but they were too locked into their existing business model to adapt quickly.

India is planning to produce its own chips and GPUs to compete in the AI landscape, recognizing the importance of self-sufficiency in technology.

Countries need to develop their own AI strategies and chip production capabilities to remain competitive in the global market.

The emergence of the microprocessor, optical fiber, and affordable memory chips revolutionized computing, but established companies like IBM failed to adapt to these changes, focusing instead on outdated models.

DeepSeek's release has caused concern in the market, particularly affecting Nvidia's stock due to fears of reduced spending on AI.