Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

<ul><li>I had the opportunity to talk about the CHIPS Act’s progress with two people at the program office.</li><li>I really think this is a great step in the right direction, and we talk about some of the misconceptions of the CHIPS program, and more.</li><li>Today will be a pretty special interview podcast, and I have Dan Kim and Hassan Khan from the CHIPS program.</li></ul>

I had the opportunity to talk about the CHIPS Act’s progress with two people at the program office.I really think this is a great step in the right direction, and we talk about some of the misconceptions of the CHIPS program, and more.Today will be a pretty special interview podcast, and I have Dan Kim and Hassan Khan from the CHIPS program.

An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

<ul><li>Intel is hosting an IFs day event next week dedicated to their foundry services</li><li>Historical data suggests that companies should exit the foundry business if revenue falls below a certain threshold</li><li>TSMC, Intel, and Samsung are the only companies currently competing in the foundry space, with TSMC leading the pack in revenue generation</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Intel is hosting an IFs day event next week dedicated to their foundry servicesHistorical data suggests that companies should exit the foundry business if revenue falls below a certain thresholdTSMC, Intel, and Samsung are the only companies currently competing in the foundry space, with TSMC leading the pack in revenue generationThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 55: Intel IFS Economics and Last Fabs Standing

South Korea

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

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Samsung Electronics (SMSN LI)

An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office

How the CHIPS Program office plans to divert the future of Semiconductors back to America. I had the opportunity to talk about the CHIPS Act’s...

Fabricated Knowledge

Episode 55: Intel IFS Economics and Last Fabs Standing

TSMC, Intel, and Samsung are the only companies currently competing in the foundry space, with TSMC leading the pack in revenue generation

The Circuit

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