Moody’s Talks – The Big Picture Semiconductors and geopolitics
Mar 25, 2024
13:46
Computers are not just on your desk. They're in your phones, your cars, your microwave. Even washing machines are now computers. And the demand for the computer chips that these products use is an increasing focus not just for investors but also for governments globally. In this episode, we discuss how this intervention is impacting the big players and where the market is headed with our lead analyst for Nvidia and Intel, Raj Joshi.
Speaker: Raj Joshi, Senior Vice President at Moody's Ratings
Host: Colin Ellis, MD-Global Credit Strategist at Moody's Ratings
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