Invest Like the Best with Patrick O'Shaughnessy cover image

Andrew Homan & Chris Miller - Redefining Semiconductor Progress - [Invest Like the Best, EP.396]

Invest Like the Best with Patrick O'Shaughnessy

00:00

Intel's Strategic Dilemmas

This chapter delves into Intel's challenges in adapting to disruptive innovations within the semiconductor industry, particularly in the realms of mobile and AI technologies. The discussion utilizes film genre metaphors to illustrate the complexities of Intel's situation and underscores the importance of navigating paradigm shifts in technology.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app