Hossa producentów półprzewodników: czy jeszcze trzymamy się fundamentów? Tomasz Smolarek NZD #290

Some semiconductor companies are experiencing a near-vertical growth wall, and analysts are struggling to assess whether the fundamentals are still in place. Is it time for greater caution and a cooling of sentiment? Or will the capital expenditures of the largest US companies be enough to fuel growth in this sector? 00:00 The race for technology, the foundations of the current bull market 13:13 The growing role of CPUs and RAM 19:39 Biotechnology, energy, and process bottlenecks 24:35 Why do we need these data centers? On breakthroughs in science 29:38 Donald Trump and the trip to China 36:35 ASML's strong position 39:02 Continuing concerns about Taiwan 47:27 Geopolitics in the context of AI Tomasz Smolarek, mTFI fund manager, answers these and other questions. What else did I ask Tomasz? - What are the fundamentals behind the growth of semiconductor companies? What surprised him about the market in the last year? Will the upcoming IPOs of AI companies be a warning to us? There was an AI chat, there is an AI assistant, what's next? China's role in the technology race Will the US maintain its leadership position in the sector? Why can't ASML be replaced right now? Many other interesting topics! Where can you find the podcast guest? https://x.com/T_Smolarek Facebook ►   / doradcatv   Twitter ►   / tomaszjaroszek   Listen ► https://ffm.bio/doradcatv Contact (Questions/cooperation proposals) ► [email protected] The content of entries and analyses published on this blog reflects the personal views of the author only and does not constitute a recommendation within the meaning of the Regulation of the Minister of Finance of October 19, 2005 (Journal of Laws of 2005, No. 206, item 1715). The author of the blog assumes no responsibility for any investment decisions made based on them.