Chip Players News Today : Breaking News, Live Updates & Top Stories | Vimarsana

For the big tech rally. are there any _ for the big tech rally. are there any competitive - for the big tech rally. are there any competitive is nvidia might be nervous about? right now they are — might be nervous about? right now they are not _ might be nervous about? right now they are not nervous - might be nervous about? fl grit now they are not nervous about anyone if you look at names like amd that could benefit down the road, you have other chip players that will benefit across the ecosystem, but nvidia own the market, they are the only game in town right now which is why they are the...

We're building factories. semiconductor factories at home and trying to not be so reliant on a couple of different countries, but that's two years out, right, before those are all up and running? >> exactly. the chip factories take years to build. huge capital endeavors. the truth is, the auto industry learned the hard way. they're always the biggest customer of their suppliers. chip players, they're not. auto companies rely on older chips, less profitable, less high margin to the manufacturer. when this disruption happened, they learned a lesson about where they fit in the global supply chain...