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chip companies

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

Everything said about chip companies, oldest first

Dec 19, 2022 neutral
Assertion Contradicted
Goldberg: Most chip companies had 20% to 30% gross margins in early 2000s
“When I started covering the industry in the early 2000, gross margins for chip, most chip companies were in the 30 percents, the 20 percents.”
Jay Goldberg Dec 19, 2022 ▶ 6:42 Why are chips interesting again?
Dec 19, 2022
Assertion Not checkable as stated
Goldberg: Only about 100 non-semiconductor companies can design custom chips
“There's only about a hundred companies in the world that really can design their own chips other than chip companies, right? It's mostly the big internet companies and the big industrial companies.”
Jay Goldberg Dec 19, 2022 ▶ 10:38 Why are chips interesting again?
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