The total addressable markets for semiconductors is just so much larger than it was. The last down cycle we had, I think, was like 2018, like real down cycle. We're kind of in one now a little bit. But if you look at the trough margins now in 2018, those are now higher than peak margins in previous cycles.
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
Learn more about your ad choices. Visit megaphone.fm/adchoices