Teach-Back Research Topics
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Emergence of other historical commodity markets
- Which succeeded; which failed?
- Why did they succeed vs fail?
- To which other commodity markets (successful and failed) are chips most relevant? Which kind of chip?
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Implications of agent + edge compute on compute infrastructure
- How does this change the compute stack?
- What becomes in greater and lesser demand through this shift?
- What impact does this have on the supply chain (ie demand for what surges)?
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Why is Avnet not the “Glencore” of semiconductors
- What are the structural reasons for the difference in their profitability/value capture?
- Is it possible to build a Glencore of semis?
- What would need to exist/be true for that to be feasible?
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What goes into data centers?
- What are the critical inputs (in addition to chips)?
- Which materials are in shortest supply?
- Which supply chains are most vulnerable?
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Why do people care if Moore’s Law is dead?
- What does it mean for the future of the industry?
- What other trends are driving the industry?
- Do we think it is dead?
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What are all the kinds of semiconductors?
- What are the different types and what is their share of overall market + growth rate?
- Which of these markets are most underserved?
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What do we make of all the companies across which we’ve come?
- What