Chinese chip companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 19, 2022 by Jay Goldberg · across every show →

Everything said about Chinese chip companies, oldest first

Dec 19, 2022 bearish

Prediction Open · timeframe Dec 2027

Goldberg: Most Chinese fabless chip companies will not survive

“It's going to shrink. Most of those companies won't survive, but enough will that there's something interesting going on there.”

Jay Goldberg Dec 19, 2022 ▶ 28:08 Why are chips interesting again?

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Chinese chip companies

Everything said about Chinese chip companies, oldest first

Turn any episode into a week of clips.