semiconductor industry

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Dylan Patel · across every show →

Everything said about semiconductor industry, oldest first

Feb 5, 2026
Assertion Not checkable as stated
Patel: 15 to 20 countries could single-handedly shut down semiconductor manufacturing
“I would say there's like 15 or 20 countries that can shut down the entire semiconductor industry.”
Dylan Patel Feb 5, 2026 ▶ 30:09 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 400 conversations transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.