Semiconductors 101

Semiconductors 101

Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that’s cheaper than the S&P 500 Companies mentioned: NVDA, CDNS, SNPS, ASML, LRCX, AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM, KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Motley Fool Money: 12.30.2011

Motley Fool Money: 12.30.2011

What's the big question for investors in 2012?  Which industries have the most upside?  Which stocks should investors put on their watchlist?  On this week's show, our analysts preview the year ahead....

27 Dec 201139min

Motley Fool Money: 12.23.2011

Motley Fool Money: 12.23.2011

On this week's show, we discuss the MF Global scandal, preview the year ahead, and share some stocks on our radar.   Plus, former Gambino family associate Louis Ferrante talks about his book, Mob Rule...

23 Dec 201139min

Motley Fool Money: 12.16.2011

Motley Fool Money: 12.16.2011

What was the most significant business story of 2011?  Who was the most influential business leader? What are the most overlooked stories of the year?  What were the most undervalued stocks of the yea...

16 Dec 201139min

Motley Fool Money: 12.09.2011

Motley Fool Money: 12.09.2011

Jobless claims fall as the EU continues to search for a resolution to the debt crisis. Ford reinstates its dividend for the first time in 5 years. Microsoft releases a major upgrade to Xbox Live. McDo...

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Motley Fool Money: 12.02.2011

Motley Fool Money: 12.02.2011

The unemployment rate falls to its lowest level in more than two years.  Retailers report big sales numbers.  Pfizer loses its patent protection for Lipitor.  And pop music group Hanson taps into a ne...

2 Dec 201139min

Motley Fool Money: 11.25.2011

Motley Fool Money: 11.25.2011

On this week's Motley Fool Money Thanksgiving Special, our analysts give thanks for some stocks and share a few turkeys. In the spirit of Black Friday, we talk about some bargain stocks. And Toy Exper...

23 Nov 201139min

Motley Fool Money: 11.18.2011

Motley Fool Money: 11.18.2011

The European crisis escalates. Sears reports slumping sales. Heinz gets squeezed. Pepsi considers splitting itself into two. Amazon considers making a smartphone. And the new GM celebrates its first a...

18 Nov 201139min

Motley Fool Money: 11.11.2011

Motley Fool Money: 11.11.2011

Greece gets a new leader.  The Obama administration puts a big pipeline on hold.  Starbucks makes a big buy.  And Disney reports big earnings.  Our analysts talks about those stories and share three s...

11 Nov 201139min

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