sundeep on Nostr: I was delighted to host my friend, mentor and ex-colleague Mark Lipacis for our ...
I was delighted to host my friend, mentor and ex-colleague Mark Lipacis for our inaugural Future Vision interview at Applied Materials. Mark was insightful and riveting as always. We talked about his wildly successful calls on #NVDA and #AMD, the future of #AI, his latest views on #Semiconductors, and why investors find ICAPS (IoT, Communications, Automotive, Power and Sensors) difficult to understand. Mark described his process for identifying tectonic shifts and left us with much to think about. Thank you Mark!
Published at
2024-09-01 04:28:46Event JSON
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