Kwokom's Value Capture Captured the First and the Last

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Kwokom would have had to do the same thing they did with Sony and Nortell on the semiconductor side. But thanks to our acquired superhero, Morris Chang, fabulous semiconductors were just starting to become a thing. So they could design their own chips without having to actually have a foundry in house to make them. Today Kwokom's total revenue is what close to 40 billion annually of which 85% is their semiconductor business.

Qualcomm, or “Quality Communications” — despite being one of the largest technology companies in the world, few people know the absolutely amazing technological and business history behind it. Seriously, this story is on par with Nvidia, TSMC and all the great semiconductor giants. Without this single fabless company based in San Diego, there’s almost no chance you’d be consuming this episode on whatever device you’re currently listening on — a fact that enables them to earn an incredible estimated $20 for every new phone sold in the world. We dive into this story live at the perfect venue: our first-ever European live show at Solana’s Breakpoint conference in beautiful Lisbon, Portugal!

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‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.