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Great post, but I wouldn't have included Arm in the EDA section of your graphic. They design Core IP, not software tools. Probably closer to Fabless Manufacturer than anything else.

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The audacious goals of CCP are something to appreciate.. With all the geopolitical tensions flying around, this article just brings a wholesome perspective to why these crossfires will continue and investors will have to embrace the same while the arms race goes on.. keenly looking forward to part 2...

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