semiconductor manufacturing
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 28, 2025 by Jacob Helberg · across every show →
Everything said about semiconductor manufacturing, oldest first
Aug 28, 2025 negative
Jun 18, 2026 positive
Tan: Chip manufacturing will reach 10A and 7A nodes despite escalating costs
“So I think I can see, you know, right now we have A and then now going to production of A, I can see 10 and seven. And so I think that path, I think we can get there, but couldn't it be more and more expensive and more difficult to do?”