Here's my 1-page mental model for understanding the semiconductor ecosystem👇
Covering:
- design software $Cadence Design(CDNS)$ $Synopsys(SNPS)$
- equipment $ASML Holding NV(ASML)$ $Lam Research(LRCX)$ $KLA-Tencor(KLAC)$
- chip designers $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$
- chip manufacturers $Taiwan Semiconductor Manufacturing(TSM)$ $Texas Instruments(TXN)$ $Micron Technology(MU)$
What part of the supply chain do you invest in?
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https://twitter.com/long_equity/status/1786784518805897567
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Comments
Great semiconductor