BEDROCK Podcast E9 -Let’s Talk About Semiconductors

This interview was conducted a month ago, but it’s time to listen to it now. I hope it will be helpful to everyone.

Guest of this issue: Senior semiconductor investor--Blake

Discussion topics in this issue include:

Sustainability of NVIDIA demand

NVIDIA’s current pricing reflects the expected AI potential market size

Competition & landscape of AI chips

Upgrading of semiconductor manufacturing processes

Upgrade of semiconductor equipment

BEDROCK Channels, XIAOYUZHOU and YOUTUBE are now online, where we periodically share our insights and reflections on investments, industries, and companies. We welcome everyone to follow us. 

 YOUTUBE: http://www.youtube.com/@BRPartners-xb7zt