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5min chapter
Bird's Eye View of the Smart Phone Industry
The Investing for Beginners Podcast - Your Path to Financial Freedom
Risks and Opportunities in the Semiconductor and Smartphone Industry
This chapter explores the potential obsolescence risk in the semiconductor industry, focusing on the displacement of Intel's chips by Apple's semiconductor designs. The episode discusses Apple's control over the manufacturing process and its competitive advantage, as well as their investments in TSMC and Crown Castle. Additionally, they touch upon the growth of Verizon and AT&T, their failed attempts to diversify, and their current perception as bond replacements for investors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode