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I Studied The Semiconductor Industry and Found This!! Complete Breakdown | Indian Stocks
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- Опубликовано: 18 авг 2024
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0:00 Intro
3:18 What is a Semiconductor?
14:31 Value Chain
44:28 Profitability Analysis
55:06 Geopolitics
59:09 Semiconductor Stocks in India
1:15:42 Conclusion
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ARM holdings, synopsys, cadence, siemens, TSMC, ASML Holdings,
Idea of industry analysis is to give you in depth insights on the Semiconductor Landscape. Used multiple books, articles, research reports and conversation with friends in Semicon space to make this. Hopefully, you get a perspective on the industry. If there are any mistakes, gently point them out. I am a non tech guy who loves to study industries. Hopefully, you find value in this video
Can you please analyze Passive income investing options?
U Are Doing Great Work Ishmohit..
Expanding Ur And Our Circle Of Competence Very Broad..❤❤
Insightful information.Great job .Your delivery is amezing.Love you to hear .
Great work .. the efforts you are putting in is commendable. Thanks 👏👏
Fabulous and one of the most comprehensive videos on this subject for layman investors on YT. It is nothing short of a crash course. I have been an early stage investor in the semiconductor industry in the US equities. But yet was lured into watching your full video just for the love of hearing you. I couldn't find anything that you have missed. As always, kudos to you buddy.
I have been associated with electronic industry for 4 decades . Our country is 50 years behind China, Taiwan , US , Japan, S Korea, Singapore etc . We not only need investment , but we urgently require pool of intelligent and extremely hardworking chip designers . These are necessarily electronic engineers who devote 4 years after graduation to learn this subject . And very few Indians have that patience . Also perfect learning process and tools are extremely must to reach to proficiency level
Very aptly mentioned "very few Indians have that patience". This not only holds true to semi-conductors Industry but any industry that involves hardcore R&D. Most Indian lack patience & want shortcuts to success. Silver lining is ministers like Ashwini Vaishnav.
My som studied Electronics and Telecom and did most of the theoretical and practical work but frankly there are little or no placement jobs for engineers..there may be opportunities now just assembly workers or testers..that's It..
Name a few companies which make chemicals for Semiconductor?
Agreed , I have been working for more than a decade and it’s only now I see people talking about 😊
Hindustan jindabad tha jindabad hai aur jindabaad rahega---
Sunny pajee
I have been part of semiconductor industry for more then 10 years (Qualcomm, Broadcom) and am amazed by the depth of your analysis. Your understanding of the industry is better than many who are part of it. Kudos.. keep up the good work
Even more impressive, he's a finance graduate delivering deeper insights into EMS then any other electronics lecturers..😊
00:04 Detailed breakdown of the semiconductor industry analysis
02:18 Semiconductors are the brains behind modern electrical appliances.
06:24 Semiconductors are crucial in various industries.
08:27 Semiconductors are indispensable in modern electronic devices.
12:28 Challenges faced by retail investors in financial planning and company valuation.
14:16 Understanding the value chain in the semiconductor industry
18:45 Avia is spending nearly $10 billion on designing a new chip
22:38 Only three companies investing in very advanced semiconductors
26:05 Overview of semiconductor industry value chain
28:40 The semiconductor industry's impact on the Indian economy and companies
33:53 Global movement in semiconductor industry
36:02 US aiming for self-sufficiency in semiconductor manufacturing
40:05 Semiconductor manufacturing process and industry market share
41:48 Overview of semiconductor industry in Asia and Europe
45:43 Analyzing the financial performance of semiconductor companies
47:33 Analyzing financials of ASML and TSMC in semiconductor industry
52:36 Semiconductor industry focusing on AI computing and market dominance
54:31 Exploring profitability analysis in the semiconductor industry
59:18 Government subsidy and support for semiconductor industry in India
1:05:41 Semiconductor industry beneficiaries in upstream and downstream
1:08:56 LTTS and Sankhya Labs are key players in semiconductor services in India
1:10:35 Semiconductor shortage could impact EMS companies and downstream beneficiaries.
1:14:04 Advanced packaging industry in India is a high growth market
1:15:48 Understanding the different sectors within the semiconductor industry is crucial.
Sankhya lab is not listed in market
Superb Bro
Thanks
Natmastak charansparsh dhanywad
Super sir
Excellent Analysis. I have worked in the semiconductor industry from 2005 to 2009 in USA. Your analysis is bang on.
We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝
One of best video on YT related to semiconductor.. and no one can tell that this an investment related video.. you have done something beautiful brother... this is called art of knowledge..
Amazing content, detailed analysis , explaining the Value chain & profit pool in such a way! Loved it!
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
17:38 : sector sub division
17:40 : valuation sub sector wise
22:59 : size of chips
Till date, probably this session should rate as Ishmohit's one of the best. One can imagine the amount of hard work that must have gone into making this fab presentation. Hats off. Keep up the great work. Congratulations to the full SOIC team.
We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟
Wow, the clarity of thought and the explanations are just awesome. Thanks a lot Ishmohit. You are truly a gem out there.
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Imagine soic being a listed company 🥵🔥📈
1000% returns in just 1 year
Agree???
At least think before saying something, do you invest in some company because their content is good or that company is making a profit??
You have never watched his videos carefully, else you would not have said this
@@manishgoyal8815 Chat chat ke lal Kara Raha hai
Mind blowing, thanks to you and your research team for covering this topic so brilliantly
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I’m an electronics communication engineer.. entire class got placed in tcs for mere 8k.. I dint like coding, so opted for MBA later because no electronics company came to pick us up.. so now I know why 20 yrs back I was upset whatever was happening in India..
Wow!! What a video…!
Incredible assessment of semiconductor industry. Loved it. Keep up the amazing work.
We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝
I think this was one of the best analysis videos on your channel.. very precisely made.. looking forward to more such videos 😊
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Just started with research on this industry and found your video, this is truly extraordinary and insightful 👏
I make tea in pan and toast on flames...brush is normal wala....will the society accept me😢😢
But even to get these to your home background main hai yeh sab. Supply chains can’t work without semi’s 😂
@@deepakgupta1876 ha ha....arey hum tou fakeer admi hai jhola lenge aur chal padenge jiiiiiiiii
Watched full video ..will watch it again to grasp it better..Just want to thanks soic team
Excellent video...I have inox india( entered very early after ipo correction bcz hydrogen cylinder manufacturing other gases business ),, venus pipes, ltts, tata elxi
Incredible work done on understanding and explaining it in an even better way... Kudos to SOIC team🎉
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Well..as on today there is no semi conductor making cos in india.
Yes PCB board and chips is manufactured. Two strong companies are listed are based in Mysore. Both are professionally managed, profit making with good order book. One is Kaynes Technologies and the other is Vinyas. Stay invested and you can buy and store it for next gew years.
What about symra sgs ?
@@naveenv7543 include syrma and Dcx systems also pls.
this is the most comprehensive video on semi conductor industry
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Yaar ye kaun hai. Itna in depth research so much analysis crazy amount of understanding of the business and supply chain then geo-politics then reading their financial with such great explanation and understanding skills. I dont think so there is anyone online who is doing what this guy is doing and offline in any colleges. Like ppl working in the industry wont know so much as he knows and has given the information in such a way that any random person on the internet can understand and its in hindi. I have only seen 49 mins of this video and i cant believe what more this guy will teach me and introduce more to my brain. Boss hats off. You are simply amazing. Cheers 🍺
We want to extend our heartfelt thanks for your unwavering support. It brings us immense joy to know that we're adding value to your investing journey. Keep exploring and growing with SOIC! 😊🌈
wow best video on you tube about indian semiconductor industries and whole ecosystem. ❤❤💘
We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜
Really Good Detailed Analysis of Full Semiconductor Sector... Hars off to you
Awesome bro. This deatiled analysis is worth listening every time.
amazing video. Very detailed and in depth analysis of the industry. Great job!
Glad it helped!
Pheww!! That's a super duper informative video with all the tiny details about the semiconductor industry India and globally! I can't think of understanding it on my own with even more than 20 hrs spent on researching. Thanks for summarizing it and delivering it in such an easy manner to us. Extremely helpful, I liked NVIDIA ( surprised its still not expensive in PE) , ASML and TSMC. Have to study the indian conuterparts business, will be working on it!
Looking forward to your Recycling video.. :)
Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝
May I ask what field do you work in Ms Jain?
Are you an academic or investment/finance professional or a retail investor yourself?
@yushpi Not an investment professional.. just started my journey here and trying to equip myself with better information in this space .. thanks !
@@poonamjain2322 got it.
As a person working in semiconductor industry, i can say manufacturing is extremely difficult in india Due to high Dust count, high temperature.
Yes, its a v difficult industry
Its hard but not impossible to do it...space rocket engeneering is hardest thing to do even well developed country like japan , Korea are unsuccessful..india is in top 3.
So it all about time...we can manufacture chips be optimistic.
Us is making chip factory in Arizona
Thanks for going through the broad spectrum of the technology segment. Detail oriented video is very valuable.
This was superb indebt knowledge about semi conductor industry .
मैरी पुरी जिंदगी में इतना डिप स्टडी वाला वीडियो पहेली बार देखा। ऐसा लगता था कि मानो आप सेमीकंडक का प्लान लगा रहे, येसी अच्छी नॉलेज थीं।
धन्यवाद,
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It’s been sometime since you uploaded a video on mutual funds. Now that the market is nearing all time highs it’s getting difficult to find’s fairly valued stocks. Please make a video on mutual funds now.
I just watch your video for the first 5 minutes... hat's off ur efforts for a deep dive in one subject. I just suggest making a video length of 20mins around and u will see viewers queuing to see ur video
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
Excellent video !!!
People looking for Indian companies in semiconductor business 1:03:53
Amazing research sir. Thanks for this valuable informative video. ❤️
We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝
Never seen a such brilliant analysis of any sector in RUclips universe. Thanks a lot.
Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝
🎯 Key Takeaways for quick navigation:
00:02 *🧠 Overview of Semiconductor Industry Analysis*
- Introduction to semiconductor industry analysis, divided into five parts.
00:30 *💰 Profit Pool Analysis in Semiconductor Industry*
- Discusses the profit pool analysis within the semiconductor industry.
00:57 *🌏 Geo-Political Factors Impacting Semiconductor Industry*
- Explores geopolitical factors affecting the semiconductor industry globally.
01:24 *📈 Growth Opportunities in India's Semiconductor Industry*
- Highlights India's nascent stage in the semiconductor industry.
02:56 *🧠 Understanding the Semiconductor Industry*
- Semiconductors are integral to modern life and technology, with applications ranging from smartphones to electrical appliances.
04:04 *💡 Significance of Semiconductor Technology*
- Semiconductor chips serve as the physical connection to the digital world, enabling advancements in computing and wireless communication.
05:37 *🔒 Impact of Geopolitics on Semiconductor Industry*
- Russia's ban on advanced semiconductor exports has geopolitical implications, affecting countries reliant on these technologies.
06:07 *🎯 Understanding the Role of Semiconductors in Modern Weaponry*
- Semiconductors are crucial components in modern weaponry, including precision-guided missiles and drones.
06:59 *🏭 Insights into Semiconductor Manufacturing Complexity*
- State-of-the-art UV machines for semiconductor production cost around 3200 crores and are used by only one company globally.
07:27 *🔍 Dominance of Taiwan Semiconductor Manufacturing Company (TSMC)*
- Approximately 92% of the world's most advanced semiconductors are manufactured by TSMC, based in Taiwan.
08:07 *🧠 Understanding Semiconductor Integration in Modern Appliances*
- Semiconductors play a vital role in various modern appliances such as cars, coffee machines, drones, and laptops.
09:06 *🧬 Semiconductor Industry Overview*
- Semiconductors are essential components in modern electronic appliances, ranging from GPS modules to audio amplifiers.
10:11 *🔍 Moore's Law and Semiconductor Sizes*
- Moore's Law, articulated by Gordon Moore, predicts the doubling of transistors in integrated circuits approximately every two years.
11:36 *💻 Evolution of Semiconductor Technology*
- Semiconductor technology has evolved from larger sizes like 65nm to smaller ones like 3nm, enhancing efficiency and performance.
12:05 *📈 Semiconductor Manufacturing in India*
- Semiconductor manufacturing in India is growing, with plants investing in capacity expansion, especially for products related to normal daily life such as cars, refrigerators, and electrical appliances.
13:49 *💼 Challenges for Retail Investors*
- Retail investors face challenges in financial planning and understanding the power of compounding over time.
14:12 *🧐 Importance of Sector Analysis for Investors*
- Sector analysis is crucial for investors to identify and filter businesses independently across different sectors.
14:40 *🏭 Overview of Semiconductor Industry*
- Provides an overview of the semiconductor industry, including players involved in chip fabrication and packaging.
15:10 *🔧 Role of Equipment Suppliers in Semiconductor Industry*
- Explains the significance of equipment suppliers in providing machinery, materials, and chemicals for semiconductor manufacturing.
16:46 *🌐 Global Foundries and Integrated Device Manufacturers*
- Discusses companies like Global Foundries and UMC as major manufacturers of UV machines.
17:58 *💡 Understanding Semiconductor Industry Dynamics*
- Exploring the licensing model of companies like ARM, which earns royalties based on the growth of others' products.
19:18 *🔍 Contract Manufacturing vs. Integrated Design Manufacturing*
- Distinguishing between contract manufacturers like TSMC, which produce chips designed by others, and integrated design manufacturers like Samsung, which design and manufacture their own chips.
22:08 *💡 Significance of Foundries in Semiconductor Production*
- Discussing the importance of foundries such as Micron and TSMC in semiconductor chip production.
23:18 *🏭 Understanding the Semiconductor Industry Landscape*
- Semiconductor investments should focus on companies engaged in advanced technologies like nanometers or less than 7 nanometers, rather than those in older technologies.
24:13 *📊 Analyzing Market Segments and Share Distribution*
- The semiconductor industry's total addressable market (TAM) is approximately $257 billion, growing at around 7% CAGR.
25:08 *🛠️ Exploring Industry Segments and Their Market Shares*
26:03 *🧩 Understanding Semiconductor Manufacturing Process*
- Back-end manufacturing involves chip assembly and testing.
- Integrated circuit design and product integration are crucial steps.
27:32 *🏭 Key Players in Integrated Circuit Manufacturing*
- Companies like Intel, Samsung, and AMD mentor others in integrated design and manufacturing.
- Some companies focus solely on chip design while others handle manufacturing.
28:19 *💼 Indian Companies in Semiconductor Industry*
- Companies like ASML Holdings are involved in advanced material manufacturing.
- Indian companies are venturing into packaging and testing of semiconductors.
28:46 *📈 Benefits of Indian Companies in Semiconductor Design*
- Indian companies are increasingly entering semiconductor design due to favorable economic conditions.
- There is a discussion about the importance of semiconductor manufacturing in modern industries.
30:57 *🌐 Semiconductor Supply Chain Overview*
- The US government's ban on semiconductor exports and its impact on global supply chains.
- Complex supply chain involving various countries like the US, China, Taiwan, Germany, Argentina, etc.
- China's subsidies and efforts to become self-sufficient in semiconductor manufacturing.
32:21 *🛠️ Semiconductor Manufacturing Ecosystem*
- Various countries involved in different stages of semiconductor manufacturing, including design, fabrication, testing, etc.
- China's subsidies and investments to bolster its semiconductor manufacturing capabilities.
- The importance of technology transfer and intellectual property protection in the semiconductor industry.
33:17 *🌍 Impact of US-China Trade Relations*
- The US-China trade conflict leading to restrictions and bans on technology transfers and equipment supply.
- China's efforts to achieve self-sufficiency in semiconductor manufacturing through subsidies and investments.
- Comparison of manufacturing costs between the US and other countries, highlighting the competitiveness challenges faced by the US semiconductor industry.
34:55 *🌍 Global Semiconductor Industry Trends*
35:51 *💡 US Semiconductor Manufacturing Developments*
36:55 *💰 Expansion of Semiconductor Manufacturing in Malaysia*
37:38 *🛡️ Concerns Over Semiconductor Supply Chain Security*
38:18 *💡 Understanding the Semiconductor Industry Value Chain*
39:29 *🛠️ Semiconductor Manufacturing Process Overview*
40:12 *🧪 Yield Importance in Semiconductor Manufacturing*
41:07 *🌍 Global Semiconductor Industry Overview*
41:37 *💼 Semiconductor Industry Supply Chain*
42:10 *🔌 Semiconductor Manufacturing Companies*
43:46 *💡 Semiconductor Industry Landscape in Europe and the US*
44:14 *📊 ARM Holdings and its Financials Analysis*
45:26 *💼 Analysis of Major Semiconductor Companies: Synopsis, Cadence, and Siemens*
46:20 *📈 Example Financial Multiples: Synopsis vs. Cadence*
47:29 *🏭 Discussion on Semiconductor Industry Overview*
48:35 *💻 Discussion on Semiconductor Fabrication Companies*
49:48 *💰 Analysis of Leading Chip Companies*
51:28 *🧠 Insights into Chip Design Companies*
52:45 *💻 The Role of Chip Companies in AI and Cloud Computing*
53:53 *🌐 Competitive Advantage of Chip Companies*
54:58 *🏭 Analysis of India's Semiconductor Industry*
55:39 *💼 Tools for Semiconductor Manufacturing*
57:59 *🌐 India's Manufacturing Ecosystem*
59:24 *🏭 Government Support for Semiconductor Industry*
01:00:05 *💰 Investment Requirements and Opportunities in Semiconductor Manufacturing*
01:01:13 *💡 Semiconductor Manufacturing Investments in India*
01:02:07 *🏭 Industrial Gas Handling Equipment*
01:04:37 *🛠️ Industrial Gas Suppliers*
01:05:05 *🏭 Industrial Equipment in Semiconductor Plants*
01:05:47 *🏗️ Direct and Indirect Beneficiaries in Semiconductor Industry*
01:07:01 *⚗️ Chemical Companies in Semiconductor Industry*
01:07:29 *📊 Overview of Chemical Companies in Semiconductor Industry*
01:08:39 *🔬 Exploration of Semiconductor Service Providers*
01:10:17 *🏭 Understanding Downstream Beneficiaries in the Semiconductor Industry*
01:11:39 *🛠️ Analyzing Manufacturing Processes in the Semiconductor Industry*
01:12:47 *🏭 Understanding the Semiconductor Industry in India*
01:13:28 *📊 Evaluation of CG Power's Potential*
01:13:43 *💼 Comparison of Technology Trends in the Semiconductor Industry*
01:15:44 *🧠 Understanding the Semiconductor Industry Ecosystem*
Made with HARPA AI
Loved it!! This video is going to benefit lots of people out there, you have simplified the complicity of Semiconductor with a ease.. I really appreciate your hard work put behind to present this video. I have decided to invest in the semiconductor business after watching your video. I bet, when i see this video again 10 years down the line, I will be millionaire. Mark my words.
Thank you Sir.
We are thrilled to hear that you found our video informative and visually engaging! We strive to create content that is both engaging and educational, and it's wonderful to know that we've been able to achieve that with our video. Your kind words mean a lot to us, and we appreciate your support in sharing your feedback. Thank you for being a valued member of our community and for watching our channel!
Nice analysis. keep it up. Bring more such videos. Thank you
Sir You are just a Gem, this is the most detailed explaination on the semiconductor industry ever made. Respect
Please do a video on Data center as well and discuss industry profit pool and value chain analysis
Amazing video!!!! Just brilliant. So much hard work must have gone in making this video. Thanks Ishmohit Sir and SOIC team.
One more company is into semiconductor: RIR Power. Can you look into it and explain whats it doing? Stock is just going up everyday.....
Very nice knowledgeable learning 🎉
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Mind blowing! You are an asset of our country. After the video I am able to appreciate the wallpaper of this video too.
Thank you so much 😀
Thank you very much for such a indepth analysis in the semi conductor industry.
*Expert Says that. Our country is 50 years behind China, Taiwan, US, Japan, S Korea, Singapore etc . We not only need investment, but we urgently require pool of intelligent and extremely hardworking chip designers . These are necessarily electronic engineers who devote 4 years after graduation to learn this subject . And very few Indians have that patience . Also perfect learning process and tools are extremely must to reach to proficiency level*
Pure knowledge, Quality Quality and Quality... Thank you Ishmohit sir! for all your efforts. 💗
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Wow.. Fantastic video bro.. 👍 👍 👍 Lot of effort by you.. Really appreciate your effort.. 🎉🎉🎉
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Excellent Presentation. appreciate you forward me the presentation . thanks
Thankyou for watching the video.
Kindly refer to the link to download the ppt: learn.soic.in/learn/free-resource?courseId=188952&lessonId=2985172§ionId=481942
Very good analysis.
Out of presentation tip: IP's are also supplied by cadence, synopsys along with tools. there are some other companies as well like alpha wave etc.
Some companies have pivoted from there roles explained here. I am working in this industry.
Graphene is a service company acquired by L & T , it is not a material company.
As i working in semiconductor field, this video is well researched and explained
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You've done a comprehensive study.... Hat's off to you.
What I got from the study is.....
It's very tough to get a foothold in this ever evolving business....
A lot of hard work, money ,and a bit of luck is necessary to achieve this dream.
But I could mine a Gem from this study that is Inox India.... I will bet on it......due to various reasons including Hydrogen.
I would start an SIP.
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Excellent insight into the Semi-Conductor industry and the overall value chain. Thanks a lot
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This video is one of those rare vids on youtube that even though for 1 hr, I take out time with full focus to watch it.
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Impressive !! Thank you so much for putting out such a detailed video
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very detailed and very informative video on semiconductors on the internet.
thank brother for such clarity on the semiconductors industry.
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Very Deep search video....very informative...... very appreciative
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Could you pls talk in detail about Indian semiconductor beneficiary companies.
You are a GEM in stock world !!!! Thank you 👍
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Hi , I like the efforts done to make video, you have done a great job. Very Good video.
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Hi host this is the first video i gone through from your studio, i surprised that Indian origin polymatech was not in this video can you please reply
What an analysis man,got to know lot of things❣️❣️Amazing content and explanation💥💥💥
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Semiconductor grade materials are moat businesses, protected by patents globally. And the PE of those businesses will always be higher than traditional.
There is a basic difference in purity and Semicon class purity.
Normal purity is usually measured in ppm ( parts per million). For stuff to work on wafers it’s ppb ( parts per billion )
For a molecule to be used in the GAA OR FinFet the molecule can’t be bigger than. Couple of 100 Armstrong.
Excellent explanation for masses. This is going to be a good opportunity.
This is something everyone needs but few understand. It’s will always be skewed.
We should keep tracking the updates to IP law on this also.
I appreciate your in depth knowledge of this unique industry. This is one of the best video I have ever seen 👍
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
Sir how to screening promoter buying stocks
Veru nicely explained - it wud ve been nice if you wud ve touched briefly upon KLAC as well 🙏
Always watching ads tagged to your videos. To make it as return gift
I can feel the depth of your knowledge.... and Humbleness in your presentation. Thank You so much :)
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Informative video and beautiful presentation brother.. appreciate the efforts taken by you..one request to make your videos in 40-45 mins as it's difficult to give full attention for more than a hour.
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Thank you for your feedback. We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝
loved the video
Worth watching "Midnight Sun rising " through your video.
Excellent detailed informative video I know to gather these information your team has worked a lot thanks to you as well as your team.
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Fabulous video. Lots of clearification in video.
Sir mujhe jab bhi kisi stock ke business ke clearity need hoti hai. Mai stock ka naam and SOIC likh kr search krta hu. After watching ur video lots of clearyfication a jata hai. Thank u for educating us. Lots of love bro.
It warms our hearts to have your ongoing support. We're honoured to be a part of your investing journey and are committed to providing you with valuable content. Happy learning and happy investing with SOIC! 😃🌟
Mind blown... This is the best knowledge base on the semiconductor industry. MPTY Ishmohit and team SOIC.
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Just when i thought i should learn some case studies related to this semi conductor industry, you made an entire Gigantic 1hr+ solid case study ⭐⭐
SOIC always comes as a saviour 💪🏻💪🏻
Dear Ishaan grt detailed analysis of semiconductor industry from sand to final product. Learnt lot about this industry coz of u. Understood many Indian industry which are indirectly can be benefited. U r grt indepth analyser. Salute ur understanding and knowledge..
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Perhaps best learning in Semiconductor industry
Entegris provides filters and chemicals to filter impurities from the transistors, where is it in the video?
Bhai, while your videos has lot of useful data loaded in it, could you make it more crispy, and upload shorter videos of less than 30 Mins
Ap bhut hi acha analysis krte ho or bilkul simply krte ho tq you so much sir
We're thrilled to receive such heartfelt appreciation from you! Thank you for being part of our community, and we look forward to bringing you more valuable content in the future!🙏🏻
The best sector analysis video I have seen in RUclips in recent times. Thanks SOIC team. Content quality at peaks Bhai 👌👌🔥
Blessed to follow you. I am understanding and learning Hindi to follow your content. Thanks brother.
Most welcome 😊
Thank you SOIC team. It is very deep analysis video . This video convinced me to subscribe to your course membership.
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Great insight and presentation. Thanks 🙏
I would love to if you could research on CNC machines & companies like Macpower , Jyoti cnc , Are they related for manufacturing of semiconductor machines
15:13 if only we had an indian company there ...there is two plants were established in assam and Gujarat hope we see some progress in future...human future depends on chips and semiconductor....even AI is of no use without chips.
Excellent presentation ishmohit
But i was wondering why u didnt mention any downstream companies in foreign countries that are into high purity water ,
In india as u mentioned there are some key players but comparison with foriegn players on profitability and other metrics would make it a cherry on top
Anyways , really appreciate your efforts for deep diving
Thanks👍
Can you identify indian stocks which are likely to be affected by growth in semi conductor industry?
Nice description ❤,
A question please reply
When quantum technology is knock the door for replacing semiconductor, and we are going to initiate setups for semiconductor, how long it's relevant? 🤔
Hi
Semiconductor technology will remain relevant for at least the next 10-20 years. Quantum technology is advancing but will likely complement rather than replace semiconductors, especially in the short to medium term. Investing in semiconductor setups now is still a viable strategy.
Thankyou for detailed information on semi conductor
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Thanks, it helped me a lot in my own semiconductors industry reseaeching.❤
You're most welcome!
Great work, Can you also share the sources for the numbers and facts mentioned in the video?
Very interesting and informative article, taken care of all aspects.
Nicely presented the details of sensitive growing industry. But we cannot ignore the fast changing technology. We should go for latest technology and for this we need investment not only in setting of industry but more important is knowledge and education of our people. We should concentrate first on firstly on pool of technocrats and then to industry.
Great work done.
Unbelievable and enormous in depth analysis. Hats off to you. Thank you Ismohit 👍
Happy Birthday sir..best 28 born year may God bless u with health and wealth
Super duper and in depth analysis made.
Congratulations for presenting such a useful analysis.
Thanks❤❤🎉🎉
i never seen this kind of understandin towards semiconductor industry ......this is called real fundamental analysis !