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semiconductor manufacturing

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 10, 2025 by Pete Shadbolt · across every show →

Everything said about semiconductor manufacturing, oldest first

Sep 10, 2025 positive
Disclosure
Shadbolt: PsiQuantum allocates zero resources toward small intermediate demo processors
“We've invested in the semiconductor manufacturing, in the networking, in the cooling, in all of the technology that we need to deliver a million qubit machine. And we haven't spent any of our resources On like taking a 20 qubit processor, sticking it online, l…”
Pete Shadbolt Sep 10, 2025 ▶ 9:17 Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
Nov 24, 2025
Assertion Supported
Clark: US semiconductor manufacturing dropped from about 40% to 10%
“Back in the 19 nineties, about 40% of semiconductor manufacturing happened in the US. Today it's something like 10%. So drastic decrease.”
Philip Clark Nov 24, 2025 ▶ 3:07 Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
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