Taiwan semi is at, I looked yesterday, I haven't looked this morning, I think it's around 72 down from 145 stock price. So it's down 50% from its 52 week high, it has 2.5% dividend yield. Simee: The market is concerned that it's located in Taiwan and that China claims to control Taiwan. And there's been talk and rhetoric recently that China maybe possibly could invade Taiwan.
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
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