semiconductor fat production
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 14, 2026 by Jacob Helberg · across every show →
Everything said about semiconductor fat production, oldest first
May 14, 2026 negative
Helberg: Replicating Semiconductor Fabs Abroad Makes No Sense Before US Completion
“There's a whole host of reasons why it wouldn't necessarily make sense to try to replicate that elsewhere because it's highly technical. The global talent supply of talent available in that area is very finite and limited. And it's also extremely capital inten…”