Industry Pace and Capital Intensity

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In this episode, Dave welcomes Nick Rossolillo from Chip Stock Investor for a deep dive into the semiconductor industry.

They break down what semiconductors are, how the supply chain works, why the industry is so complex, and the critical companies powering technology today.

Nick also shares why “semiconductors are not the new oil,” what’s driving industry growth, and how investors can avoid common mistakes.

Key Topics Covered:

• What is a semiconductor?
• Why the industry is so complex and collaborative
• The AI boom, accelerated computing, and industry growth
• Moore’s Law, 3D stacking, and industry disruption
• How to track supply chain trends and avoid valuation traps

Timestamps:
00:00 – Intro & Nick from Chip Stock Investor
01:00 – What is a semiconductor?
03:00 – The chip supply chain explained
05:30 – Key companies: Synopsys, Cadence, ASML, TSMC, Nvidia, AMD
10:00 – How much tech do you need to know as an investor?
13:00 – Industry complexity & collaboration
16:00 – AI, accelerated computing, and industry growth
20:00 – Cyclicality, valuation traps, and supply chain signals
30:00 – Moore’s Law, 3D stacking, and future disruptions
40:00 – Investing lessons, capital allocation, and staying power
45:00 – Where to find more from Nick & Casey
47:00 – Sign-off: Invest with a margin of safety

Resources Mentioned:

The Value Spotlight Newsletter: ⁠ https://einvestingforbeginners.com/value-spotlight-newsletter/⁠

Chip Stock Investor (Nick & Casey’s research): ⁠https://chipstockinvestor.com/⁠

Have questions or want your story featured? Email the show at newsletter@einvestingforbeginners.com or comment below. Your feedback shapes the podcast!

Remember, invest with a margin of safety—emphasis on the safety. Have a great week, and we’ll talk to you next time.

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

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