What's the best part of the semiconductor supply chain to invest in?

Long_Equity
12-03

What's the best part of the semiconductor supply chain to invest in?

I ran some quality growth metrics for each part. Here are some helpful findings:

- CAPEX: The highest capital expenditure is found in the fabs (so $Taiwan Semiconductor Manufacturing(TSM)$ $GLOBALFOUNDRIES Inc.(GFS)$). Although high levels are also found with chip designers.

- SBC: High levels are found particularly with the EDAs (so $Cadence Design(CDNS)$ and $Synopsys(SNPS)$ ), and also some of the designers ( $NVIDIA Corp(NVDA)$ ).

- ROC: High levels are found with the EDAs and equipment manufacturers.

- Growth: High rev growth found primarily with Logic & GPU designers (so $NVIDIA Corp(NVDA)$ ).

ImageImage

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
5