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semiconductors

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

Everything said about semiconductors, oldest first

Feb 5, 2026
Assertion Supported
China missed its 2020 and 2025 domestic semiconductor production targets
“So in 2015, they made these five-year plans for two, 20 20 and 20 20 five, where they set the percentage of semiconductors they wanted domestically produced. And they've missed the goal both times.”
Dylan Patel Feb 5, 2026 ▶ 23:48 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Feb 5, 2026 neutral
Assertion Supported
Patel: Cumulative semiconductor CapEx in Taiwan exceeds $500 billion
“The collective total amount of, like, CapEx that has been spent in Taiwan is, like, five hundred billion plus, right? Across the industry, across all the companies that are making semiconductors in Taiwan.”
Dylan Patel Feb 5, 2026 ▶ 42:41 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Feb 5, 2026 positive
Assertion Not checkable as stated
Patel: China currently has the world's most vertically integrated semiconductor stack
“China has the most vertical stack and semiconductors today.”
Dylan Patel Feb 5, 2026 ▶ 30:40 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
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