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Morris Chang

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 22, 2024 by Bill Gurley · said 8 times in 2 episodes since 2024 · across every show →

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brought up most by Brad Gerstner (7), Bill Gurley (1)

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2025 2 mentions in 1 episode
2024 6 mentions in 1 episode

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Everything said about Morris Chang, oldest first

Feb 22, 2024 bearish
Opinion
Gurley: Reshoring competitive semiconductor fabs to the US will not happen
“And to think you're going to re-onshore a fab and ignore Morris Chang is just kind of crazy to me. And I look at the Requirements, once again, that we put on companies around labor and say to myself, it's not going to happen here.”
Bill Gurley Feb 22, 2024 ▶ 1:05:43 BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
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