Chip Stock Investor Podcast21 Jun 2023

Episode 9: Intel's Massive Bet On Germany, Micron Opens Shop In India, and Chip Fab Wars Heat Up

Nations around the world are pouring money into bringing semiconductor manufacturing onto their shores. Germany was the latest, wooing Intel with a nearly $11 billion subsidy to build a $33 billion chip plant. Intel also won money to expand in Poland, as well as in Israel. Intel may also become an investor in the upcoming ARM Holding IPO. In other news, an ex-Samsung and SKHynix executive was arrested for stealing tech to open a copycat fab in China. Micron is also dealing with its ban in China, but it's also simultaneously committing more money to its Mainland China factory. What's up with that? Micron is also nearing a deal to spend at least $1 billion in India. GlobalFoundries and Lockheed Martin also announced a new partnership/long-term supply agreement for chips, and agreement to start building out a "chiplet" architecture ecosystem. The semiconductor industry is developing fast, and money is moving. Opportunities abound for investors. All this and more in PART ONE of this mega-episode of Chip Stock Investor! ☕☕☕If you feel so inclined please show your support here by fueling our caffeine addiction 👇 https://ko-fi.com/chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nicholas Rossolillo owns shares of Micron

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