US semiconductor manufacturing
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 7, 2022 by Benedict Evans · across every show →
Everything said about US semiconductor manufacturing, oldest first
Mar 7, 2022 bearish
Evans: Leading-edge chip fab capex will climb from $20B to $40B
“Which is why Intel had this, you know, this capital project to build new chip capability in the US, and it was twenty billion dollars. And that's just this generation. And there's going to be 40, it's going to be forty billion dollars next year. And the number…”