Chip War (2022) by Chris Miller
1. China rapidly catching up
2. Companies can produce competitive offerings with old manufacturing processes
He took a manufacturing heavy view, but actually open archs like RISC-V or ARM's china division defecting provided avenues to make competitive offerings with last generation technology.
fastest chip today runs on 4 year old silicon: https://www.eetimes.com/groq-demos-fast-llms-on-4-year-old-s...