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Dexa/Decoder with Nilay Patel

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Chip Manufacturing Challenges

Revathi discusses the long-term implications of the Biden administration's infrastructure package on memory production in the US, emphasizing the significant time and effort required to rebuild manufacturing capabilities. The ongoing chip shortage is a pressing issue, impacting growth across the industry. Additionally, she highlights how recent climate-related power outages affected production differently for her company compared to traditional foundries, allowing for a quicker recovery despite the challenges.