The Investing City Podcast Ep. 98 - Chris Zeoli: Semiconductor Sector Part 1
We're starting a new series doing sector-level breakdowns. There are quite a few fantastic podcasts doing individual breakdowns but we think it will be fun and informative to do general overviews of the industry to understand the value chain.
We are kicking off this new series going through the complex value chain of the semiconductor industry.
Here are just a few of the companies mentioned:
- Nvidia
- AMD
- TSMC
- Broadcom
- Microsoft
- Amazon
- Marvell
- Micron
- ASML
- Cadence
- Synopsys
You can learn more about Chris Zeoli and WingVC here.
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