Motley Fool Money

Semiconductors 101

Oct 8, 2022

In this lively discussion, John Rotonti, a semiconductor analyst at Motley Fool, unpacks the crucial role of semiconductors in technology today. They dive into the complex semiconductor value chain and reveal insights on significant players like Intel and Nvidia. Geopolitical tensions around Taiwan and the implications of the CHIPS Act are also on the table. Plus, hear about a chipmaker that’s currently undervalued compared to the S&P 500. This conversation is a must-listen for anyone curious about the future of tech.

24:40

Creator website

Episode guests

John Rotonti

Highlights

AI Chapters

Episode notes

What Is Extreme Ultraviolet Lithography?

01:16

The Cyclicality Risk

01:26

I Think It's a Good First Start

01:33

Intro

3min

Decoding the Semiconductor Value Chain

9min

Assessing Risks in the Semiconductor Industry

2min

Understanding the Evolving Cyclicality of the Semiconductor Industry

2min

Revitalizing Semiconductor Manufacturing

7min

Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that’s cheaper than the S&P 500 Companies mentioned: NVDA, CDNS, SNPS, ASML, LRCX, AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM, KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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