semiconductor manufacturing

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 24, 2025 by David Friedberg · across every show →

Everything said about semiconductor manufacturing, oldest first

Jun 24, 2025 bearish
Prediction Not checkable as stated
Friedberg: Near-term Chinese chip manufacturing breakthroughs will surprise the US
“And just like we were knocked over by DeepSeq, I think we will be knocked over by some semiconductor manufacturing processes coming out of China in the near term.”
David Friedberg Jun 24, 2025 ▶ 7:19 Which Company Is Going To Win The AI Race? - David Friedberg
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