A korrentour readingWhat is a korrent?
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Drawn from what Lip-Bu Tan said
government What states are for and what they are worse at than markets and networks: legitimacy, moral hazard, and who may be entrusted with power.
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
infrastructure Building the large physical things -- reservoirs, roads, pipelines -- and why some countries have stopped being able to.
A private bookmark. Not a position, and never counted.