← Semiconductor market
What podcasts say about Semiconductor market
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Semiconductor market
2 statements · 1 negative · 1 neutral
The semiconductor market is seeking a level before Micron’s earnings.
“It does look like the market is trying to find a level ahead of Micron's pivotal earnings tonight.”
Open the episode · SK Hynix Rally, TSMC Slides, Zhipu SaleListen at 1:34
A semiconductor-market consolidation could cause high-beta assets to fall 30–40%.
“We could have a normal run of the mill consolidation in the public markets in the semi index of 10 or 20%, which means high beta would be down 30 to 40%.”
Open the episode · Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of SecondariesListen at 31:40
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.