semiconductor ecosystem

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 3, 2021 by Brinton Johns · across every show →

Everything said about semiconductor ecosystem, oldest first

Nov 3, 2021 neutral

Insight

Johns: No single company can vertically integrate advanced semiconductor manufacturing

“It's really this ecosystem approach that makes sense. No one can do all of this. It's just way too hard. It really does take a village.”

Brinton Johns Nov 3, 2021 ▶ 1:41:34 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired

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semiconductor ecosystem

Everything said about semiconductor ecosystem, oldest first

Turn any episode into a week of clips.