Taiwan is going to invest 40 billion on its own this year. The US used to manufacture a lot more of the world chips, it used to be 30 or 40% of the world's semiconductors were manufactured in the US. Now it's 12%. That's a national security risk. It really came into play during the pandemic when we had all the supply chain bottlenecks. We could really feel it tangibly.
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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