Here's my 1-page summary of the semiconductor ecosystem
Here's my 1-page summary of the semiconductor ecosystem
Covering:
- design software$Cadence Design(CDNS)$ $Synopsys(SNPS)$
- equipment$ASML Holding NV(ASML)$ $Lam Research(LRCX)$ $KLA-Tencor(KLAC)$
- designers $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$
- manufacturers $Taiwan Semiconductor Manufacturing(TSM)$ $Texas Instruments(TXN)$ $Micron Technology(MU)$
Which part of the supply chain do you invest in?
https://twitter.com/long_equity/status/1603053121164693504
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Semicon