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US semiconductor manufacturing

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jul 23, 2025 by Dr. Lisa Su · across every show →

Everything said about US semiconductor manufacturing, oldest first

Jul 23, 2025 neutral
Prediction Not checkable as stated
Su: US-fabricated chips will carry a low double-digit cost premium
“Not, not 50% more. I mean, look, it, it's gonna be, you know, more than five percent, but, you know, let's call it less than 20%. So low, low, low double, let's say low double digits.”
Dr. Lisa Su Jul 23, 2025 ▶ 16:42 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Apr 6, 2026 bearish
Prediction Not checkable as stated
Stephens: Money cannot fix US semiconductor deficit before 2027 Taiwan threat
“Now we're in a position where almost no amount of money is going to fix this problem for us, certainly on a timeline of relevance as it pertains to the risk that Taiwan has in twenty-twenty-seven.”
Trey Stevens Apr 6, 2026 ▶ 34:05 The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
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