Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
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How Do Semi Conductors Grow?
Smart fridges, a smart fridges, the amazon alexis. Do those come into play at all? So, oga. The next two big markets is omotive, obviously, is this huge, incremental growing market with all thes new units. And last but not least, is iot io. T will probably be the fact thas this percentage unit grow a percentage growth going forward for the next ten years.
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