The amount of bounce that we can pack into that super ball is just getting better. Once you start with lower scale, you know, smaller scale, what you can do is pack more transistors, more compute power into a smaller format. And the smaller the chip, the less energy potentially like you and I end up using.
The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here?
(00:12) Tim Beyers and Deidre Woollard discuss:
- The challenges with standing up semiconductor factories in the U.S.
- The different types of chips Taiwan Semiconductor produces and what companies use them.
- The restrictions that impact ASML.
(17:49) Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche.
Companies discussed: ASML, TSM, NVDA, AAPL, ENPH, SEDG
Host: Deidre Woollard Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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