semiconductor industry
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 18, 2023 by Dave Morin · across every show →
Everything said about semiconductor industry, oldest first
Aug 18, 2023 negative
Dave Morin: US CHIPS Act subsidies are a drop in the bucket
“These guys are already planned, you know, many years out in terms of their fab construction, right? To like be moving along these fab timelines, right? Like the semiconductor industry is one of the most competitive, fastest moving, absolute most execution orie…”