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SMIC

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

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Everything said about SMIC, oldest first

Dec 19, 2022 bearish
Opinion
Goldberg: SMIC remains as far behind TSMC as a decade ago
“The most advanced Chinese foundry, SMIC, Shanghai Manufacturing, is still as far behind TSMC as it was 10 years ago, if not further behind.”
Jay Goldberg Dec 19, 2022 ▶ 28:22 Why are chips interesting again?
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