Squawk Pod Reports: Berkshire Hathaway's Charlie Munger 2/16/23
Squawk Pod
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The Future of the Semiconductor Industry
The semiconductor industry is a very peculiar industry. It's compulsory reinvestment of everything you want to stay in the game. Naturally, I hate a business like that. But it's not at all clear to me that they're not going to succeed mightily. And Intel's going to have a very decent semiconductor business getting as far behind as they are now.
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