semiconductor space
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 10, 2025 by Stan Boland · across every show →
Everything said about semiconductor space, oldest first
Apr 10, 2025 negative
Boland: Europe holds only 2% of global fabless chip market
“Chip design, which is where 75% of the value in the semiconductor space is, is what NVIDIA is, what Qualcomm is, what Broadcom is, all basically semiconductor design companies that basically sell chips, that they get them fabbed. By TSMC or whoever. So that, t…”