Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
00:00
The Biggest and Most Fragile Part of the Supply Chain
50 % of all semi conductorsor the ones that are really leaping edge, are made on a tiny island, you know, a hundred miles off shore of china. That is by far the most fragile part of the entire thing. And i am always terrified when people are like, well, they should just invade it. I don't know, it would be like burning the library valuenturs, an thing, like the modern equivalent. If we had that much supply go off lying, everyone would massively lose for forever.
Transcript
Play full episode
