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105. Semiconductors, AI, and the Future of Mankind

Investing Unscripted

CHAPTER

Exploring the Semiconductor Industry and Investing Insights

This chapter delves into the hosts' backgrounds in investing and their focus on chip stocks, sharing early experiences with companies like Cadbury Schweppes and Campbell Soup. It discusses the current state of the semiconductor industry, including AI advancements, supply chain disruptions, and a potential growth cycle in 2024. The conversation explores the cyclical nature of the industry, analyzing market sectors like PCs and smartphones while highlighting the significance of semiconductors and AI systems in the high-tech sector.

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