MBI, a semiconductor industry expert, returns to share insight into one of tech's greatest achievements. He discusses the significance of TSMC and Texas Instruments, revealing their roles in shaping the market. MBI explores complex pricing strategies and the competitive landscape, highlighting the rise of companies like Nvidia. The conversation touches on geopolitical tensions affecting supply chains, the evolution of semiconductors, and the rise of firms designing their own chips. Listeners are encouraged to dive deeper into the 'magic sand' that drives technological innovation.
