AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Chip War’s Next Chapter
Motley Fool Money
Micron's Exclusion From China's Semiconductor Industry
2min Snip
00:00
Summary
Transcript
Episode notes
Micron is a big enough company that its exclusion, even if it is limited to those key infrastructure projects and people working on them, will create some noticeable space in China's semiconductor industry. Micron may be a little bit different than some of the other companies that have come into this conversation because they primarily focus on memory modules which are a little bit easier to backfill in terms of supply. I think this is something where it will be relatively manageable for domestic companies to backfill some supply.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode