
Behind The Markets Podcast: Chris Miller
Behind the Markets Podcast
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What Are the Key Drivers of the Industry Going Forward?
A quarter of chips by value, go into smartphones slightly less than that into PCs and data centers. That's beginning to change because smartphone and PC markets are quite mature. And then second in in automobiles, autos have always been a consumer of semiconductors for things like managing the fuel injection into an engine or moving the power seats back and forward. The best example of this is the primary processor chip in a Tesla is a hugely complex chip produced at one of the most advanced process nodes.
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