Foxconn

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 21, 2025 by Ben Gilbert · said 4 times in 3 episodes since 2023 · across every show →

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brought up most by Ben Gilbert (3), David Rosenthal (1)

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2025 3 mentions in 2 episodes 2 per episode
2023 1 mention in 1 episode

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Everything said about Foxconn, oldest first

Jan 21, 2025 positive
Insight
Leading-edge semiconductor fabrication is alchemy compared to device assembly
“Assembling an iPhone is completely, completely different than taking a brand new design for a next generation chip and manufacturing that chip. One is manufacturing and one is alchemy. The alchemy can only be done by alchemists.”
Ben Gilbert Jan 21, 2025 ▶ 57:48 TSMC · Acquired
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