SMIC

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 21, 2025 by David Rosenthal · across every show →

Everything said about SMIC, oldest first

Jan 21, 2025
Insight
Capital alone cannot bypass decades of semiconductor manufacturing learning curves
“There is no amount of money you could spend to catch up next year. You can't. Because the engineering is so hard, and the learning curve takes decades to get to this point.”
David Rosenthal Jan 21, 2025 ▶ 1:22:56 TSMC · Acquired
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