semiconductors
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 8, 2025 by Renan de Villiers · across every show →
Everything said about semiconductors, oldest first
Jul 8, 2025
Semiconductor reshoring to the US is driven purely by modern warfare
“The only reason why there are so many chips factory getting back to the US is because war is chips and chips is war. Like, if you put chips on a drone, you basically have something that is better than airplanes. And so, We will be forced to change our producti…”