Welcome to a special episode where we unpack the complex world of semiconductors! We’re guided by an expert with a rare blend of deep industry knowledge, hands-on trading experience, and a high-level executive view from inside a semiconductor company.
In This Episode, We Cover:
- The Global Story of Semiconductors
- Key Players & Early Innovations
- The Fableless Chip Manufacturing Process
- Market Dynamics: The Inventory Cycle
- Investment Angles: Evaluating Chip Design Companies
- Key Technology Drivers for Demand
- Investment Practicalities & Geopolitics
- Tracking the Inventory Cycle
- Synthesis & Looking Ahead (Investment & Trends)
