The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here?
(00:12) Tim Beyers and Deidre Woollard discuss:
(17:49) 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
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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