Posted by & filed under Company Analysis, Economic Analysis, Financial analysis, Growth & Valuation, Industry Analysis, Management Issues.

Description: Five years ago, Intel was worth as much as Nvidia and AMD combined; now, Nvidia is worth as much as the other two as Taiwan Semi also surges, reflecting a massive change in the semiconductor industry in the past decade

Source: – video report

Date: Apr 14, 2022


Questions for discussion:

  • What does the report say is behind the changes in stock values in this industry?
  • Do you agree with this assessment?
  • What should investors do now, given this analysis is correct?

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