P.A. Semi

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 21, 2025 by David Rosenthal · said 16 times in 3 episodes since 2021 · across every show →

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brought up most by David Rosenthal (8), Ben Gilbert (6), John Bathgate (1), Brinton Johns (1)

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Everything said about P.A. Semi, oldest first

Jan 21, 2025 positive
Assertion Supported
Rosenthal: Apple Silicon traces from ARM and DEC through Intel and P.A. Semi
“Lineage of all of Apple Silicon, probably the most valuable, defensible part of Apple today in terms of technology, was Armandec to Intel to PA Semi to Apple.”
David Rosenthal Jan 21, 2025 ▶ 1:13:27 TSMC · Acquired
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