Latest / Chip Stock Investor Podcast
Episode 40: SoftBank Wants Your Cash (Arm Holding), & Did China Deal U.S. Chip Sanctions A Blow (Huawei, SMIC)
Big news broke this week that Chinese tech giant Huawei, and its chip manufacturing partner Semiconductor Manufacturing International (SMIC), had a major chip breakthrough. The silicon powering the Mate 60 Pro was supposed to be impossible to craft without leading edge equipment from ASML, but it appears China has found a workaround. What does that mean for U.S. sanctions, and for ASML investors? In other news, many investors are still eagerly anticipating the IPO of Arm Holding from current owner SoftBank. But Chip Stock Investors Nick and Kasey have serious business model questions, not to…
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