chip vendors

1 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 vendors, oldest first

Dec 19, 2022 neutral

Assertion Supported

Goldberg: Consolidated chipmakers now enjoy 60% to 70% gross margins

“There's often only one or two vendors for any given part. And you see, they have, you know, gross margins in the sixties and seventies and operating margins in the twenties.”

Jay Goldberg Dec 19, 2022 ▶ 6:54 Why are chips interesting again?

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chip vendors

Everything said about chip vendors, oldest first

Turn any episode into a week of clips.