The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI267: Investing In Chip Companies: Deep Dive Into QCOM, TSM, TXN, AMD, NVDA w/ Nicholas Rossolillo

The Intrinsic Value Podcast - The Investor’s Podcast Network

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The Future of Semiconductors

Semiconductors are six to 12 months or longer. Semiconductor investors were already having to listen to outlook for 2023 and this brewing slowdown in demand for PCs and smartphones a year or more in advance. Texas Instruments is an absolute giant about three quarters of their businesses and a lot of chips. They have done an incredible job of driving down their costs, and they have ridiculously high profit margins as a result.

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