Peter Elstrom

speaker

634 appearances 21 recordings 1 series first heard Nov 2025 last heard 10 Sep

Peter Elstrom’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · AI Trade Stumbles as Chip Stocks Slide · 28 Jul 2026 podcast

It's gonna compete with SK Heinrich and Samsung. voice-verified

Uh it went public this y uh this week uh in China. voice-verified

Uh their market value is $460 billion. voice-verified

It's already the most uh valuable company listed in China, may soon become the most valuable listed Chinese company uh any place. voice-verified

So that's putting pressure on SK Heinrich and Samsung and Micron in particular, these these stocks that have just been on a tear recently. voice-verified

So add that up and there's some concerns. voice-verified

Bloomberg Tech · Nvidia's AI Push, Paramount's Merger Pause & China's AI Race · 21 Jul 2026 podcast

Yeah, hi Ed. voice-verified

Um well this is one of the questions that the tech industry has been asking for a long time. voice-verified

TSMC has this unique position where they have a lock on the most advanced manufacturing of chips. voice-verified

So we talk about NVIDIA as a chipmaker. voice-verified

They don't do their own manufacturing. voice-verified

They have to farm that out, and they farm it out to TSMC in particular. voice-verified

So when you look at NVIDIA's uh income statements, you see they have gross margins of something like seventy five percent. voice-verified

These days. voice-verified

And one of the big questions is why doesn't TSMC, which is essentially the only company that can make their chips, why don't they raise their prices? voice-verified

Why don't they take some of that profit from NVIDIA? voice-verified

And one of the reasons they've been cautious about raising their prices is they don't want to give companies like NVIDIA, Amazon, Apple a reason to go to the under the other foundries out there. voice-verified

There are only a couple of foundries that can do this. voice-verified

They don't have very much market share. voice-verified

They're not considered as good. voice-verified

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