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semiconductor companies

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 24, 2026 by Tony Kim · across every show →

Everything said about semiconductor companies, oldest first

Jul 24, 2026 bullish
Assertion Supported
Tony Kim: Chip companies have higher profit margins than software or pharmaceuticals
“They have the highest profitability of any company in the world of the sector is chip companies. They're higher margins than software, pharmaceuticals, industrials, telecom, anything.”
Tony Kim Jul 24, 2026 ▶ 40:01 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
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