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semiconductor supply chain reserves

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 23, 2025 by Dr. Lisa Su · across every show →

Everything said about semiconductor supply chain reserves, oldest first

Jul 23, 2025 negative
Assertion Not checkable as stated
Su: Semiconductor reserves in a Taiwan disruption would last months, not years
“Yeah, you have to look across the supply chain, but, you know, from a structure standpoint, we all want to keep reserves for, you know, those times but it's months, it's not years.”
Dr. Lisa Su Jul 23, 2025 ▶ 18:00 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
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