Semiconductor Industry Evolution
In the 1990s, US semiconductor firms saw a resurgence but lost ground due to internationalization. This shift allowed non-US entrepreneurs to catch up, leading to advancements in key industry processes like DRAm and foundries overtaking integrated device manufacturers. The move towards foundries increased overall capex spend, driving innovation in manufacturing.In this clip
From this podcast

Odd Lots
How to Make the U.S. Semiconductor Industry Boom Again
Related Questions