Semiconductor Supply Chain
topic on 4 shows · 5 statements across 4 episodes
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5 statements about Semiconductor Supply Chain, every show
Arm CEO Rene Haas: AI chip supply constraints will last 3–5+ years
“That's not going to stop in 12 months. It's not going to stop in 24 months. I think we're going to be in this constrained environment for Three to five years at least.”
US enforces Taiwanese chip export controls via historical patent licensing
“A lot of the semiconductor supply chain intellectual property started in America, was developed in America, but then eventually went, went abroad. And that actually does give America some leverage. That's the basis for the chip controls. Like, why can America …”
Sundheim: Disrupting Taiwan's Semiconductor Supply Chain Would Trigger a Global Depression
“If that supply chain were to get screwed up or disremediated, we would have, like, a, Incredibly bad economy. On the order of, like, depression type economy.”
Sundheim: Replicating the semiconductor supply chain requires 10-20 years
“I think some understanding of we need 10 to 20 years to replicate this supply chain.”