US chip design companies
2 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jun 26, 2026 by Max Cherney · across every show →
Everything said about US chip design companies, oldest first
Jun 26, 2026 negative
Cherney: US chip designers have no contingency plan for Taiwan disruption
“Chip companies, the design companies in the US do not plan for this. The contingency plan, excuse me, is something along the lines of like, well, we're all kind of screwed if China invades, which, OK, but like, there's no real plan there.”
Jul 10, 2026 negative
Cherney: US chip designers have no real contingency plan for Taiwan invasion
“Chip companies, the design companies in the US do not plan for this. The contingency plan, excuse me, is something along the lines of like, well, we're all kind of screwed if China invades, which, OK, but like, there's no real plan there.”