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All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)
Value Hive Podcast
Semi-Cap, Semi-Camera - I Got It. Here It Is.
The Chinese government was going to pump like $150 billion into the semiconductor space. It's kind of harder to do that from an IP perspective because you can throw money in, but at the end of the day, you're going to need that one, Eureka moment or that one person who says, ah, I got it. And that doesn't have to be from 150 billion. Semi-cap is actually a very capital life, this is relative to a lot of other industries. Like we're talking mid-simple, digis percentage of revenue on CapEx versus semi-conductor companies.
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