Welcome to a special episode where we unpack the complex world of semiconductors! We’re guided by an expert with a rare blend of deep industry knowledge, hands-on trading experience, and a high-level executive view from inside a semiconductor company. In This Episode, We Cover: The Global Story of Semiconductors Key Players & Early Innovations The Fableless Chip Manufacturing Process Market Dynamics: The Inventory Cycle Investment Angles: Evaluating Chip Design Companies Key Technology Drivers for Demand Investment Practicalities & Geopolitics Tracking the Inventory Cycle Synthesis & Looking Ahead (Investment & Trends)
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