chip industry
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 31, 2025 by Marc Andreessen · across every show →
Everything said about chip industry, oldest first
Oct 31, 2025 neutral
Andreessen: Semiconductor shortages historically always lead to gluts
“It's never been the case in the chip industry that there's ever, you know, every, every shortage in the chip industry has always resulted in a glut, ah, because the profit pool of a shortage, the margins get too big, the incentive, ah, for other people to come…”