Investing in Semiconductor Manufacturing Equipment

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X-FAB SILICON FOUNDRIES is a clear buy. Mixed signal chips for analog to digital signal. Every car that rolls out some factory somewhere in the world has in average eight chips of X-FAB in it. SiC chips are also produced by X-FAB. I am not sure if you can buy the stock in the US because its listed in Paris but its a good one. P/E ratio of 6.

THANK YOU for this one stop report! Lots to unpack here!

Amazing content. Thank you.

One of the best technical videos of the year so far. Excellent presentation!

Just an amazing video on the chip equipment companies and the chip manufacturing business. I own stock in several of the companies you covered but was more familiar with the quantitative (revenue, growth, income, etc) than I was with what their roles actually are in the manufacturing process. LRCX and ASML are two of my bigger holdings, very happy to have both. I am fascinated with how the memory part of AI development will turn out, the insight I gained from your videos and Discord channel have led me to MU, BESIY, ACLS and SIMO. Looking to add to all and excited about the next 5-10 years owning a piece of all these great companies. Keep up the good word (virtualunknown here from Discord). If AMAT ever comes down or has a pullback adding that one would be a bonus.

Thanks for the video, there's lots I didn't know. I'll add that Nvidia has a role in mask design – "NVIDIA cuLitho is a library that targets the emerging challenges of nanoscale computational lithography. With GPUs, it accelerates inverse lithography by 40X, helping create new solutions to make future semiconductor technologies cheaper and more predictable." BTW have you covered equipment for photonics? I think that spans fully photonic chips, which maybe aren't much of a thing yet, to the interface between processing cores and optical cables in a data center. I'm not sure if the second part of that is covered by analog, but then, does analog need different equipment from digital, and is it a material chunk of equipment makers' revenue?

This is gold! Great work. thx

Please make same like video on storage memory company for data centers and RAM and npu processers

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Would love to see an Atomera speculative yet where does it fit on your chart video

Discuss the companies in every of semiconductor , whole process companies in semiconductor