Unblockable Moats in Semis: ASML, AMAT, LRCX, KLAC, SNPS, CDNS

Long_Equity
02-12

The global semiconductor supply chain is built on a handful of "unblockable" monopolies.

My infographic attempts to map out the bottlenecks in the supply chain. What’s currently the best investment opportunity in the sector?

PS: TSMC manufacture semiconductors, these companies manufacture the machines that manufacture semiconductors.

$Synopsys(SNPS)$ $Cadence Design(CDNS)$ $TE Connectivity(TEL)$ $ASML Holding NV(ASML)$ $Lam Research(LRCX)$ $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$

$Visa(V)$ $MasterCard(MA)$ $Fair Isaac(FICO)$ $MSCI Inc(MSCI)$ have all compounded their free cash flow per share by ≈ 20%+ over the last 15 years.

But it's not just the anti-fragile fintechs that have achieved this, so has the storage company $Extra Space Storage(EXR)$ . Which on the list do you own?

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.

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