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nickg
2022-12-15

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Here's my 1-page summary of the semiconductor ecosystem

@Long_Equity：

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

Here's my 1-page summary of the semiconductor ecosystem

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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