semiconductor industry
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Mar 18, 2024 by Jonathan Tepper · across every show →
Everything said about semiconductor industry, oldest first
Mar 18, 2024 bearish
Jun 8, 2026 bearish
Jain: Semiconductor barriers to entry are declining as China ramps capacity
“Semiconductor industry, the barriers to entry are getting lower, not higher. Chinese are coming in a very aggressive way, including into semi-cap site, equipment site, memory site, the ramping up capacity. That's a far lower barrier to entry business than what…”