Semiconductor Industry Spending Trends and Investment Opportunities

Could a new 5G system lead the FCC to ground flights around some major metropolitan areas? Chipmakers are busting a gut to try to build out capacity. To what degree is Siri holding back Apple? A longtime Metaverse startup you should maybe have your eyes on. And is Microsoft best positioned to realize the Metaverse?

Sponsors:

• RadPowerBikes.com
• Coinbase.com/techmeme

Links:

• Airlines Brace for Flight Restrictions in 5G Standoff (WSJ)
• Semi CapEx to Hit $152 Billion in 2021 (AnandTech)
• Apple Should Make a Giant iPad as Its Smart Home Portal (Bloomberg)
• Rec Room raises $145M at a $3.5B valuation for its user-generated, immersive gaming platform (TechCrunch)
• Why Xbox's Phil Spencer thinks Minecraft is a blueprint for the metaverse (Protocol)

Learn more about your ad choices. Visit megaphone.fm/adchoices