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MI267: Investing In Chip Companies: Deep Dive Into QCOM, TSM, TXN, AMD, NVDA w/ Nicholas Rossolillo

The Intrinsic Value Podcast - The Investor’s Podcast Network

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How I Invested in the Semiconductor Industry

Nick Rossilillo: I think we're at a really interesting inflection point in the economy right now. Semiconductors are not new, they were invented like 70 years ago. Smartphones passed up the PC as the largest consumer market for chips currently. But there's growing anticipation that semiconductors will become the largest consumer of data centers over the next decade.

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