The Motley Fool's senior analyst John Ratanti and Jason Moser discuss semiconductors. Computers, cars, and whatever you're using right now to listen to this podcast need them to function. They are in everything from the remote control on your TV to the fastest supercomputers in the world. One important chip maker that's cheaper than the S&P 500 is also discussed.
Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that’s cheaper than the S&P 500 Companies mentioned: NVDA, CDNS, SNPS, ASML, LRCX, AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM, KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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