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semiconductor industry

3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 7, 2022 by Benedict Evans · across every show →

Everything said about semiconductor industry, oldest first

Mar 7, 2022
Assertion Supported
Evans: Building leading-edge chip fabs costs tens of billions of dollars
“And so now making, building a plant to make cutting edge generation chips is tens of billions of dollars. And so that's driven kind of a huge amount of consolidation.”
Benedict Evans Mar 7, 2022 ▶ 13:27 Ukraine
Dec 19, 2022 neutral
Assertion Supported
Goldberg: China spent $100B to $200B on semiconductor subsidies over ten years
“And they have spent a hundred billion dollars, two hundred billion dollars over the last 10 years subsidizing the growth of their semiconductor industry.”
Jay Goldberg Dec 19, 2022 ▶ 27:38 Why are chips interesting again?
Dec 19, 2022 bearish
Opinion
Goldberg: New regional semiconductor plants build legacy nodes, not leading-edge chips
“If you dig into the details of what's actually getting built, it's not a leading edge plant. It's not, you know, it's not a three nanometer plant like TSMC is building on. It's a 180 nanometer plant, which is what? 15 years old, 20 years old. And you know, we …”
Jay Goldberg Dec 19, 2022 ▶ 32:18 Why are chips interesting again?
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