This educational video provides a detailed analysis on on the semiconductor supply chain, different companies within the chip market, and how these different companies make money.
Chip Stock Investors Nick and Kasey discuss topics using their Semiconductor Industry Flow Chart, and provide insight to understanding how various semiconductor companies have competitive advantages that could make them great long-term investments.
The video also covers a brief explainer on the engineering, manufacturing, and infrastructure layer of the digital economy, semiconductors’ importance within the global economy overall, and their role in shaping the emerging bull market. Chip Stock Investor’s goal is to provide viewers with a thorough understanding of these building blocks of the modern world. Check out the accompanying notes and charts in the link below for a guide to follow along in your understanding of the Semiconductor Industry Flow Chart.
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00:00 Introduction to Semiconductor Stocks 00:13 Understanding the Semiconductor Industry Flow Chart 02:00 Importance of Semiconductor Industry in Global Economy 02:54 Electronic Design Automation (EDA) Software 05:05 EDA Companies and Their Role in the Industry 10:30 Intellectual Property (IP) Licensing and Royalties 15:46 Base Materials and Industrial Gases in Semiconductor Industry 20:41 Integrated Device Manufacturers (IDMs) 23:03 Memory Chip IDMs 25:22 Logic Chip, Microcontroller and Other Processor IDMs 28:09 Analog and Power Chips or Sensors IDMs 28:52 Texas Instruments and Its Competitive Advantage 29:18 Analog Devices and Its Role in Mixed Signal Processing 29:41 Murata Manufacturing and Its Market Share in Ceramic Capacitors 29:54 On Semiconductor's Shift to Silicon Carbide Power Chips 30:15 Wolfspeed's Journey from Cree to Silicon Carbide Leader 30:43 Connectivity IDMs: Skyworks Solutions and Qorvo 31:32 Photonics IDMs and Their Role in Networking 32:23 How IDMs Make Money and Their Competitive Barriers to Entry 33:47 Fabless Chip Designers: The Sexy Names of the Semiconductor World 34:49 Big Tech's Entry into the Fabless Design World 35:10 Logic and Accelerated Computing Fabless Chip Designers 36:51 Networking Chips and Custom Silicone or ASIC's Fabless Designers 38:45 Sensors, Power Chips and MEMS, Fabless Designers 41:25 Wafer Fab Packaging and Assembly Equipment 41:59 The 'Fab Five' Dominating the Chip Fab Equipment Market 46:36 Chip Fabs and Contract Manufacturers: The New Workhorses of the Economy 48:22 OSAT Providers: The Back End of the Chip Manufacturing Process 51:12 Specialty Energy Design and Service Equipment 53:30 Tech, Equipment, Devices, and Systems: The Top of the Inverted Pyramid 55:01 Investing in Semiconductor Stocks in 2024 57:09 Supporting the Channel
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
