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Exploring the Supply Chain: Nvidia's Dependence on TSMC and ASML

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Manage episode 448009080 series 2945299
EYL Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 EYL Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Welcome back to another insightful clip of Market Mondays! In this clip, our hosts Rashad Bilal and Ian Dunlap dive deep into the fascinating world of semiconductor technology and its critical importance in the AI industry.

We kick things off with a thorough discussion about Nvidia, one of the most innovative and high-performing companies in the tech world. Over recent years, Nvidia has made significant strides in the development of GPUs (Graphics Processing Units) and AI technologies. With their groundbreaking advancements, they have established themselves as one of the leading companies shaping the future of technology.

Rashad provides a comprehensive explanation of the intricate relationship between Nvidia, TSM (Taiwan Semiconductor Manufacturing Company), and ASML. TSM is the manufacturer behind Nvidia's cutting-edge chips, but they rely on ASML for the production of crucial lithography machines — specifically the EUV (Extreme Ultraviolet Lithography) machines. These machines are essential for creating wafers with 3 and 5 nanometer counts, which are vital for the efficiency and speed of GPUs.

Ian further elaborates on the technical intricacies, highlighting the importance of these nanometer measurements and why companies like Nvidia opt for them to ensure superior performance. Together, Rashad and Ian explain how this tight-knit supply chain functions, emphasizing the necessity for all parties involved to be operating smoothly for the continued success of tech giants like Nvidia and AMD.

Rashad also raises a critical point about the geopolitical aspects of semiconductor manufacturing. He highlights that while TSM has a significant presence in Taiwan, the establishment of a new foundry in Arizona, USA, is an encouraging step towards reducing dependency on imports. This development, tied to the larger CHIP Act, shows how political actions are directly influencing the tech landscape.

Towards the latter part of the discussion, Ian shares some investment tips. He advises viewers to set entry points for high growth tech stocks at 25% from the top, as well as the importance of patience in the investment process. Rashad concurs, offering a slightly different metric range of 15-20% and pointing out the potential mistakes new investors might need to avoid, particularly chasing stocks that have already peaked.

In an exciting twist, Ian demonstrates the utility of using AI tools like ChatGPT for investment research. By querying ChatGPT about ASML's monopoly on EUV machines, viewers can clearly see the critical role ASML plays in the semiconductor industry and why it's a dominant force that’s hard to compete with.

If you're an investor, tech enthusiast, or someone interested in the future of AI and semiconductor technologies, this episode is packed with invaluable insights and practical tips. Don't miss out on understanding the nuances of the tech supply chain, the impact of geopolitical developments, and strategic investment advice!

Be sure to LIKE, COMMENT, and SUBSCRIBE for more industry-shaping discussions every week. Share your thoughts with us in the comments below – what are your predictions for the future of semiconductors and AI?

*Hashtags:*

#MarketMondays #Nvidia #TSM #ASML #Semiconductors #AI #Technology #InvestmentTips #GPUs #EUV #TechIndustry #Investing #StockMarket #ChipsAct #TechTalk #QuantumComputing

Tune in to stay ahead of the curve with Market Mondays!


Support this podcast at — https://redcircle.com/marketmondays/donations
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

601 에피소드

Artwork
icon공유
 
Manage episode 448009080 series 2945299
EYL Network에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 EYL Network 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Welcome back to another insightful clip of Market Mondays! In this clip, our hosts Rashad Bilal and Ian Dunlap dive deep into the fascinating world of semiconductor technology and its critical importance in the AI industry.

We kick things off with a thorough discussion about Nvidia, one of the most innovative and high-performing companies in the tech world. Over recent years, Nvidia has made significant strides in the development of GPUs (Graphics Processing Units) and AI technologies. With their groundbreaking advancements, they have established themselves as one of the leading companies shaping the future of technology.

Rashad provides a comprehensive explanation of the intricate relationship between Nvidia, TSM (Taiwan Semiconductor Manufacturing Company), and ASML. TSM is the manufacturer behind Nvidia's cutting-edge chips, but they rely on ASML for the production of crucial lithography machines — specifically the EUV (Extreme Ultraviolet Lithography) machines. These machines are essential for creating wafers with 3 and 5 nanometer counts, which are vital for the efficiency and speed of GPUs.

Ian further elaborates on the technical intricacies, highlighting the importance of these nanometer measurements and why companies like Nvidia opt for them to ensure superior performance. Together, Rashad and Ian explain how this tight-knit supply chain functions, emphasizing the necessity for all parties involved to be operating smoothly for the continued success of tech giants like Nvidia and AMD.

Rashad also raises a critical point about the geopolitical aspects of semiconductor manufacturing. He highlights that while TSM has a significant presence in Taiwan, the establishment of a new foundry in Arizona, USA, is an encouraging step towards reducing dependency on imports. This development, tied to the larger CHIP Act, shows how political actions are directly influencing the tech landscape.

Towards the latter part of the discussion, Ian shares some investment tips. He advises viewers to set entry points for high growth tech stocks at 25% from the top, as well as the importance of patience in the investment process. Rashad concurs, offering a slightly different metric range of 15-20% and pointing out the potential mistakes new investors might need to avoid, particularly chasing stocks that have already peaked.

In an exciting twist, Ian demonstrates the utility of using AI tools like ChatGPT for investment research. By querying ChatGPT about ASML's monopoly on EUV machines, viewers can clearly see the critical role ASML plays in the semiconductor industry and why it's a dominant force that’s hard to compete with.

If you're an investor, tech enthusiast, or someone interested in the future of AI and semiconductor technologies, this episode is packed with invaluable insights and practical tips. Don't miss out on understanding the nuances of the tech supply chain, the impact of geopolitical developments, and strategic investment advice!

Be sure to LIKE, COMMENT, and SUBSCRIBE for more industry-shaping discussions every week. Share your thoughts with us in the comments below – what are your predictions for the future of semiconductors and AI?

*Hashtags:*

#MarketMondays #Nvidia #TSM #ASML #Semiconductors #AI #Technology #InvestmentTips #GPUs #EUV #TechIndustry #Investing #StockMarket #ChipsAct #TechTalk #QuantumComputing

Tune in to stay ahead of the curve with Market Mondays!


Support this podcast at — https://redcircle.com/marketmondays/donations
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

601 에피소드

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