semiconductor fabrication equipment
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 3, 2026 by Dylan Patel · across every show →
Everything said about semiconductor fabrication equipment, oldest first
Feb 3, 2026 negative
Patel: Selling chip equipment to China generates disproportionate economic value
“And my argument is, like, more economic in the sense of, like, if you sell them, like, tens of billions of dollars of equipment, they can make hundreds of billions of dollars of AI value, or chips, with that equipment, whereas if you sell them AI model access,…”