← Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry
Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry
How Nadella's Warning Is Rewriting the Chip Thesis
00:05:09
Microsoft CEO Satya Nadella's comment that companies relying on a single AI won't survive has sent ripples through the semiconductor market. In this episode, Lucas and Luna examine how the chip selloff—NVIDIA down 5%, AMD down 9%, Intel down 13% in five...