semiconductors
also referred to as: semiconductor
4 statements across 3 episodes · 1 bullish · 3 bearish · 3 people on the record · first statement Feb 28, 2022 by Marko Papic · across every show →
Everything said about semiconductors, oldest first
Feb 28, 2022 bearish
Papic: China will remain dependent on semiconductor imports for the next decade
“China's trying its best to get to those sophisticated levels below five nanometer chip level, which it can't. And I think it's going to take a long time for them to do that. Much longer than people think. There's no Moore's law in getting to that level. And so…”
Aug 18, 2022 bullish
Japanese companies play a critical role in leading-edge semiconductor manufacturing
“Japanese companies are absolutely critical players in the value chain for semiconductor production. Whether it's the production equipment that's used in lithography or etching or inspection or cleaning or dicing or whatever it may be, or whether it's the mater…”
Jun 8, 2026 bearish
Jun 8, 2026 negative
Jain: GQG dumped its 15% semiconductor position at market lows in 2022
“In summer of twenty-twenty-two, we started buying semiconductors, and we had no exposures. I felt like, great job, and we walk on water. In October, this whole thing heated up between US and China, the restrictions, and the stocks went free-fall. They got very…”