Semiconductor Ecosystem

topic on 2 shows · 2 statements across 2 episodes

Acquired Invest Like the Best

2 statements about Semiconductor Ecosystem, every show

INVEST LIKE THE BEST Assertion Partly supported
Patel: China Injected $400B-$500B into Semiconductor Ecosystem
“They've dumped, you know, at least, like, four or five hundred billion dollars into this ecosystem through SOEs, through you know, through certain tax policies, through certain, like, land grants, through provincial governments, through the big funds”
Dylan Patel Sep 30, 2025 ▶ 1:34:05 Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
ACQUIRED 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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