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Andrew Homan & Chris Miller - Redefining Semiconductor Progress - [Invest Like the Best, EP.396]

Invest Like the Best with Patrick O'Shaughnessy

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The Evolving Semiconductors Landscape

This chapter explores the transformation of the semiconductor industry, focusing on the shift towards a fabless model and the recent trend of major tech companies designing their own chips. It discusses the strategic investments in AI technology and custom chip development, as well as the historical pressures on semiconductor investing compared to software. The conversation also highlights crucial geopolitical dynamics, infrastructure needs, and the complexities of semiconductor manufacturing, particularly in the context of evolving AI applications.

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