All about SEMICONDUCTORS | A special episode of The Knowledge Project
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Channel: The Knowledge Project
Views: 40,911
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Keywords: Shane Parrish, The Knowledge Project, Podcast, The Knowledge Project Podcast, Farnam Street, Farnam Street Blog, Listen and Learn, Better Thinking, Semiconductors, technology, elements, industry, meaning
Id: r6NUO_bymuA
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Length: 69min 27sec (4167 seconds)
Published: Mon Nov 23 2020
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As an electrical engineer, semiconductor shares are a significant part of my retirement portfolio. Like SOXX or FSELX. The other thing I hold is the testing equipment companies like keysight. Because new technologies needs those testing equipment to develop and verify.
Learned a lot from this one. Thanks.
This was a fantastic podcast. I like how these two think, and great questions from the host.
My impression was that we’re seeing diminishing returns on Moore’s Law and I’ve seen chipmakers move to emphasize selling solutions/SoC versus components. I’m curious what this means for the competitive environment and returns across the value chain
TKP is one of my favorites. This is a good episode.
What episode is this
Great blog.