semiconductors
also referred to as: semiconductor
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 12, 2024 by Ty Mitchell · across every show →
Everything said about semiconductors, oldest first
Dec 12, 2024 neutral
Mitchell: Growing synthetic diamonds uses standard semiconductor CVD methods
“It's really no different than growing other other semiconductor materials. If you're growing silicon or silicon carbide or gallium arsenide or indium phosphide, any of these electronic substrates you start with a seed crystal and then you use a typically a, yo…”
Apr 3, 2026 bullish
Fedus: AI Matter Synthesis Will Profoundly Impact Semiconductors, Aerospace, and Energy
“As you're pointing out, you're going from systems that aren't just writing essays, not just writing software, but to literally generating matter. And I think it has pretty profound implications to semiconductors, airspace, energy.”