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Semiconductor Industry and the Rise of AI
Exploring China's semiconductor industry advancements and the intersection of geopolitics and investor risks. The conversation then shifts to the transformative potential and concerns surrounding AI, from workflow efficiencies to job automation in healthcare.
Investor interest in the semiconductor industry has exploded over the past couple of years. AI is only one of the factors behind it, and the future remains very bright. Jeff and Jason are joined by the creators of Chip Stock Investor, Nick and Kasey Rossolillo, who help us make some sense out of this incredibly complex and challenging industry that affects almost every aspect of our investing and real-world lives today, and increasingly so in the future
Companies mentioned: AMAT, AMD, ASML, GOOG, GOOGL, INTC, MSFT, NVDA
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