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16min chapter
Nvidia’s Rise, Intel’s Fall, and the Chips in Between — ft. Patrick Moorhead
Prof G Markets
Navigating the Semiconductor Landscape
This chapter explores the dichotomy between the U.S. semiconductor design supremacy and its manufacturing vulnerabilities, highlighting global supply chain dependencies. It discusses investment opportunities in key industry players like NVIDIA and Intel, while considering the volatility tied to market demands and technological advancements. Additionally, the chapter examines the promising career prospects within the semiconductor sector for the younger generation, emphasizing the importance of innovative skills and strategic leadership in driving industry success.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode