Semiconductor industry deep dive | from map to margin | for beginners

In this short video I show you my research on the semiconductor industry. The major parts of the Video are:

1. History of the Semiconductor industry
2. Effect of Covid Crisis
3. Semiconductor industry map
4. Business Models in the semiconductor industry
5. Market size and growth rates
6. Headwinds and Tailwinds
7. Margin analysis
8. List of Experts
9. Companies embedded in my analysis

The corresponding spreadsheet is available through my sub stack. Here is the link: https://mtencap.substack.com/p/semiconductor-industry-deep-dive. You have to subscribe to see the post, the link is at the beginning of the post embedded in google drive as a .xls download. The actual research post is longer contains more information. You can also find the article on my homepage (mtencap.com)

Feel free to ask questions and make suggestions if you think I have missed something important. I will do a separate video on the Spreadsheet, so in case you are hesitating, you will find a video on that as well.

Looking forward connecting with you!

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Disclaimer: This is NOT financial advice and every content associated with the video does not recommend or suggest to buy or sell any securities.

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