Chapter 1: What is the main topic discussed in this episode?
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Chapter 2: What is the current state of the semiconductor industry?
And I'd rather have a situation in which the big technology companies are investing more rather than putting money in the bank or buying back their stock because they didn't have any profitable investment opportunities.
Well, you know, I would say Apple's doing it differently. And I guess time will tell whether or not their approach works out. Chris, I am curious to, you know, who do you talk to? What research do you follow? What are the leading voices? What are the leading companies that you watch to figure out kind of how? the semiconductor space is evolving.
I mean, we still know TSMC is still the big manufacturer of all chips in the world, and there's geopolitical tensions to that. But give us an idea of where do you think kind of investors and just the world at large need to be focusing their attention on when it comes to the semiconductor world? Is it NVIDIA? Is it China? Is it something else?
I think the hard problem is that it's all of the above, and we've seen this play out in the GPU supply chain over the past couple of years, where you've had shortages in different types of components, different materials, and the memory chips that go next to GPUs and AI servers.
each part of the supply chain has had to dramatically ramp up its production capacity to respond to this surge in demand. And so if you only look at one part of the supply chain, you miss the challenges that other parts are often facing.
And so it's the chip designers, it's the chip makers, but it's also the materials suppliers, which are often not even thought of as being semiconductor firms, but produce many of the capabilities that are critical to actually manufacture the AI chips and servers that we need.
Do you think the world or do you think the U.S. specifically does need to be restricting sales of its most sophisticated chips to China, Iran, others? I mean, we did see NVIDIA. They still face some uncertainty in China. That's their largest market, or which it is the largest market for chips.
The government granting some licenses to ship a small amount of some of its processors to customers there. But NVIDIA is not sure if the Chinese government will give its approval. So there's still some back and forth here. But is it still...
an arms race of source what arms races of sorts excuse me yeah yeah i i think arms races is not a bad analogy when you listen to uh tech ceos they'll speak in the same language they're struggling to get access to all the computing power uh that they need that they envision needing more tomorrow than they've got uh today and if you listen to chinese uh technology leaders what you'll hear from them is challenges and getting access to
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