In a lively chat, Simi Sherman, a semiconductor sector head at a hedge fund, and Chaim Eisenberg, a data-savvy semiconductor analyst, dive deep into the semiconductor industry. They highlight the importance of both qualitative and quantitative analysis for investors. Topics range from the competitive dynamics of ASICs versus GPUs to the evolution of chiplet designs. The duo also sheds light on data-driven insights that can bridge the gap between investor expectations and actual company performance, paving the way for smarter investment strategies.
