Ep53:Semiconductor, The Hidden Engine of Modern Life

<p>Welcome to a special episode where we unpack the complex world of semiconductors! We’re guided by an expert with a rare blend of deep industry knowledge, hands-on trading experience, and a high-level executive view from inside a semiconductor company.&nbsp;</p><p>In This Episode, We Cover:</p><ul> <li><strong>The Global Story of Semiconductors</strong></li> <li><strong>Key Players &amp; Early Innovations</strong></li> <li><strong>The Fableless Chip Manufacturing Process</strong></li> <li><strong>Market Dynamics: The Inventory Cycle</strong></li> <li><strong>Investment Angles: Evaluating Chip Design Companies</strong></li> <li><strong>Key Technology Drivers for Demand</strong></li> <li><strong>Investment Practicalities &amp; Geopolitics</strong></li> <li><strong>Tracking the Inventory Cycle</strong></li> <li><strong>Synthesis &amp; Looking Ahead (Investment &amp; Trends)</strong></li></ul>