semiconductor industry
3 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jun 20, 2025 by Raja Manickam · across every show →
Everything said about semiconductor industry, oldest first
Jun 20, 2025 negative
Manickam: Supporting foreign chip GCCs is not true semiconductor sovereignty
“I think, you know, the problem that I see for India could be that because of the GCCs and, you know, because we did a lot of software, IT and all that, right? For foreign companies, right? I hope the semiconductor doesn't take that path, right? Of, you know, j…”
Jun 20, 2025 neutral
Manickam: Indian Investors Struggle With High Semiconductor Tool and Salary Costs
“I personally have given a lot of talks to the financials committee And they're, you know, starting to open up their purse. They're a little bit you know, not used to this, right? Because most of the funding goes towards salaries or to tools, right? In our busi…”
Jun 20, 2025 positive
Manickam: High pay will eventually draw US workers into semiconductor manufacturing
“You know, and, you know, money-wise, right, obviously, you know, a semiconductor pays really well. So I'm sure, you know, being a very capitalist society, people will eventually get into it. It's going to take a, take some time to do it.”