Episode 70: The State of the SemiConductor Industry

In this special episode, we host tech/semiconductors analyst Eric Jhonsa to discuss key takeaways from earnings for the semiconductor industry. Eric writes columns for Real Money and live-blog earnings at The Street and was previously at Seeking Alpha focusing on tech news coverage, and a writer for The Motley Fool.

Show Notes
00:00:00: Introduction
00:01:32: Mapping the industry
00:03:33: Semiconductors industry cycles
00:07:30: Key takeaways from this earnings season
00:11:21: What to look out for in semis earnings report
00:15:33: Semis and Geopolitical risks
00:17:21: The Intel turnaround strategy and Outlook
00:20:35: Recommended resources and Conclusion