advanced semiconductors
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 24, 2025 by David Sacks · across every show →
Everything said about advanced semiconductors, oldest first
May 24, 2025
Sacks: Advanced AI semiconductors cannot be reverse-engineered from physical chips
“The issue is that they can't reverse the advanced semiconductors just from the chips, right? Because it's about the process technology that it takes to create an advanced semiconductor. There's hundreds or even thousands of steps in that process. And you can't…”
Dec 22, 2025 negative
Bessent calls Taiwan's 97% advanced chip concentration the top economic threat
“I believe that the greatest economic threat to the world economy, to the US economy, more than the Arab oil embargo that I lived through in the seventies when I was lined up with my parents to the, at the pump to do odd even days because of the oil embargo, th…”