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2022 Global Semiconductor Outlook - Shared screen with speaker view
daniel skibitcky
36:26
SAAR (Seasonally adjusted annual run-rate)
Karthik Ramadoss
39:51
Any thoughts on HIMX? The CFO had indicated in the last ER, going forward automotive will be their biggest segment.
Douglas Olaughlin
40:02
We are gonna skip HIMX for this chat hah.
Karthik Ramadoss
40:16
ok
Ricardo Tavares
40:32
Doug, can you put a link to the article you mentioned on the chat?
Douglas Olaughlin
41:00
https://www.fabricatedknowledge.com/p/the-tech-monopolies-go-vertical
Ricardo Tavares
42:04
Thank you!
Andrew Schmitt
42:49
Discuss hyperscale vendors doing vertical integration for cost reasons vs. technical leadership. Two different catalysts. Which is the driver in your opinion?
Stephen Shields
44:01
ST micro vs Infineon? Any preference in 2022?
Tim Frazier
44:32
Can you also please talk About ARM vs x86 for datacenters. Will ARM based systems and their energy efficiency push out AMD/Intel over the long term?
Bhavesh Shah
45:00
350 new DC for Jassy
Bhavesh Shah
45:47
MU ?
Sam Vakil
46:03
do you see further consolidation and if so who make a strategic fit for whom?
Douglas Olaughlin
49:19
Hey guys - appreciate the questions - but could you ask in the Q&A Panel? That way we can come back to all of these questions at the end of the chat?
Douglas Olaughlin
49:23
Seriously thoughtful questions.
Øystein Vedvik
57:52
Value investing's meaning is very simple. Still just the present value of all future cash flow :)
Shawn Simon
01:02:30
What do you guys think of magnetoresistive RAM and everspin technologies maybe applications in space?
Ricardo Tavares
01:11:57
Is everyone pre-paying? Dylan wrote that Apple is not pre-paying...
zachary fellows
01:12:14
What are the risks of Chinese Semicap companies taking share in Asia? Obviously from blacklists but is the technology anywhere near AMAT, LRCX, KLAC, TER, Tokyo Electron?