The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here? Tim Beyers and Deidre Woollard discuss the challenges with standing up semiconductor factories in the U.S., the different types of chips Taiwan Semiconductor produces and what companies use them, and the restrictions that impact ASML. Plus, 18 minutes in, Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche. Companies discussed: ASML, TSM, NVDA, AAPL, ENPH, SEDG. Host - Deidre Woollard; Guests - Tim Beyers, Kirsten Guerra
