AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Value Chain in the Semiconductors Industry
The value chain of semiconductors is fascinating because it's so complex and technologically advanced. There are global oligopolies or duopolies or in some cases even earned monopolies have formed, which could be a good thing for investors. The market reminds me a little bit of the payments industry, right? It really does feel like we're only headed more and more in that direction. So their role should only grow in importance.