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: MarketWatch.com – 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?