Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
Semi Conductors Are Power in It
There's an automobile shortage right now, which was driving all these ews, car prices, everything. And almost every single one of our rod map have meaningful amounts of more chips. So there is about a quadrupling of semi conductor content.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
