2022 Global Semiconductor Outlook - Shared screen with speaker view
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SAAR (Seasonally adjusted annual run-rate)
Any thoughts on HIMX? The CFO had indicated in the last ER, going forward automotive will be their biggest segment.
We are gonna skip HIMX for this chat hah.
Doug, can you put a link to the article you mentioned on the chat?
Discuss hyperscale vendors doing vertical integration for cost reasons vs. technical leadership. Two different catalysts. Which is the driver in your opinion?
ST micro vs Infineon? Any preference in 2022?
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?
350 new DC for Jassy
do you see further consolidation and if so who make a strategic fit for whom?
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?
Seriously thoughtful questions.
Value investing's meaning is very simple. Still just the present value of all future cash flow :)
What do you guys think of magnetoresistive RAM and everspin technologies maybe applications in space?
Is everyone pre-paying? Dylan wrote that Apple is not pre-paying...
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?