SMIC, every mention
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every year anyone David Friedberg 2
Verbatim, from the transcripts: the passages where SMIC comes up
All-In's 2026 Predictions
- ▶ 33:12 David Friedberg Partner with SMIC to go deeper in the chip stack.
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
- ▶ 11:57 David Friedberg And so, uh, it turns out that last year China made a claim that this investment they had made was starting to pay off, and they had developed their own EUV system, and their big semiconductor company is called the Semiconductor…