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Semiconductor 101

Author
Sabrina Du, Carlos Aspetti
Published
Tue 20 May 2025
Episode Link
https://share.transistor.fm/s/875db443

Curious about the semiconductor boom but overwhelmed by jargon and headlines? In this episode, Sabrina (investment pro) and Carlos (semiconductor expert) break down the basics of the trillion-dollar chip industry, from ecosystem pillars to the global battlegrounds shaping AI and tech. Whether you’re new to chips or want to understand the real players beyond Nvidia and TSMC, this episode will give you the big picture and the stories behind the silicon.

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