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
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..
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
Hi sir, My name is Rajesh and i am from NIT Silchar ece department. Sir I have some doubts regarding this field. May I have you contact like insta or linkedin where I can contact you.
🎯 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
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. 🤝
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.
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. 😊🌟
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..
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! 😊🌈
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. 🤝
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 watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Excellent video...I have inox india( entered very early after ipo correction bcz hydrogen cylinder manufacturing other gases business ),, venus pipes, ltts, tata elxi
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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..
IC - Integrated chips ❌ IC - Integrated Circuit ✅. And a semiconductor is a material which is used to develop transistor basically building block of transistors. These groups (millions) of transistors form an Integrated circuit (IC). I'm a semiconductor professional working in the industry flr last 9 years. But i should commend your work cause you are the closest that i have heard in terms of explaining the semiconductor ecosystem. So 👍🏻
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
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. 🤜
We are glad to have contributed positively to your knowledge and understanding. Keep exploring and learning, and we'll continue to strive for excellence in our work.🙏🏻
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I have been working in the semiconductor industry for quite some time now and i am amazed at the quality of this video it has been made really well so that even a layman can understand it bravo buddy.
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Thank you for recognising the effort behind our content! We put in the time and research to make sure we provide valuable insights in every video. Your appreciation means a lot to us 🙏😊.
Thank you so much for your kind words and appreciation. It's truly humbling to know that our content has been valuable to you. We wish to keep enriching your investing experience. 🤝
We're glad to know you find our work informative and insightful. Thank you for your support and watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞
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. 🤝
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. 🤝
Kudos to your effort. Your Value chain analysis is better than most of the experts in their fields. I have become fan of your value chain analysis to understand complete business model. Especially the Green energy one and semiconductor one
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. 🤝
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. 🤝
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. 🤝
This is an amazing video made with deep research. It's nice for all electronics fraternity engineering in general. financial is extra as icing on the cake. Hats off to your research. I am saying this very responsibly, being and electronics engineer and academician 🎉
No words! Amazing detailing. Kudos to SOIC!! keep the great work going. you are actually doing service to society while making aware to investors by providing such fundamental details.
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Beautiful analysis, Brother ❤. You r doing great job. One sunrise sector could by nuclear power generation. AI demands high energy and tech companies are relying on clean energy source that is nuclear energy, SMR technology. Make a video on this
The best sector analysis video I have seen in TH-cam 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.
Fab Content..Absolutely Wow.. Fantastic video bro.. 👍 👍 👍 Lot of effort by you.. Really appreciate your effort.. 🎉🎉🎉... Maximum stocks have run up alot in terms of price & valuation...As soon as company say they will supply to semi conductor industry..For the next whole week stocks starts hitting UC.
Wow! A powerhouse of information. This video is a gold mine for semiconductor industry investors and enthusiasts. Kudos to the team. Heartfelt admiration for all the efforts behind the scene. 🤝
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Kindly read our disclaimer, we are an educational organisation and don't give any buy/sell/hold investment advice, suggestions, or recommendations. 😃🙏 We encourage you to do your own research.
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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.
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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.
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. 🤜
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 😊
@@Arihant997exactly this, there's no motivation
Even more impressive, he's a finance graduate delivering deeper insights into EMS then any other electronics lecturers..😊
He is not finance graduate, actually he has graduation in geopolitics and international relations. But did his masters in financial markets.
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
How to want job in the semi conductor industry
Hi sir,
My name is Rajesh and i am from NIT Silchar ece department.
Sir I have some doubts regarding this field. May I have you contact like insta or linkedin where I can contact you.
🎯 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*
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Excellent Analysis. I have worked in the semiconductor industry from 2005 to 2009 in USA. Your analysis is bang on.
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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
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.
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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..
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 🍺
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Very Informative. Thanks.
Amazing content, detailed analysis , explaining the Value chain & profit pool in such a way! Loved it!
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Thanks
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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Thanks
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.. :)
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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 !
@@LetsRollWithDhruv got it.
Thanks!
17:38 : sector sub division
17:40 : valuation sub sector wise
22:59 : size of chips
Wow amazing information. Thank you for keeping it free 🙏 you will be blessed for this act of giving gyan
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Wow, the clarity of thought and the explanations are just awesome. Thanks a lot Ishmohit. You are truly a gem out there.
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Wow!! What a video…!
Incredible assessment of semiconductor industry. Loved it. Keep up the amazing work.
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Incredible work done on understanding and explaining it in an even better way... Kudos to SOIC team🎉
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Mind blowing, thanks to you and your research team for covering this topic so brilliantly
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Fantastic analysis 👍 Kaynes technology 💥 is a rare gem in d field of tech hardware n semiconductor industry in India. Long way to go
Excellent video...I have inox india( entered very early after ipo correction bcz hydrogen cylinder manufacturing other gases business ),, venus pipes, ltts, tata elxi
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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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..
Noob
amazing video. Very detailed and in depth analysis of the industry. Great job!
Glad it helped!
Amazing research sir. Thanks for this valuable informative video. ❤️
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Really Good Detailed Analysis of Full Semiconductor Sector... Hars off to you
People looking for Indian companies in semiconductor business 1:03:53
IC - Integrated chips ❌ IC - Integrated Circuit ✅. And a semiconductor is a material which is used to develop transistor basically building block of transistors. These groups (millions) of transistors form an Integrated circuit (IC). I'm a semiconductor professional working in the industry flr last 9 years. But i should commend your work cause you are the closest that i have heard in terms of explaining the semiconductor ecosystem. So 👍🏻
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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
@@manish.goyal05 Chat chat ke lal Kara Raha hai
@@manish.goyal05could you explain further. No clue
wow best video on you tube about indian semiconductor industries and whole ecosystem. ❤❤💘
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Amazing video and amazing research 👌🏼👌🏼one of the best !!!
Amazed by this presentation ❤ in depth analysis ❤
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@SOICfinance truly appreciate to get your response 🙏
Excellent video ....sir,you must have put tremendous efforts in making this video ..hat off sir
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great research work mate ! very informative
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I have been working in the semiconductor industry for quite some time now and i am amazed at the quality of this video it has been made really well so that even a layman can understand it bravo buddy.
Lovely video. Very informative
Excellent effort!!
Excellent video !!!
Loved the video,watched and taken notes .❤
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Just started with research on this industry and found your video, this is truly extraordinary and insightful 👏
Fantastic , informative and detailed. Please also make a video on companies that will benefit from increased iPhone Manufacturing and sales in India
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Really impressed with the level of details and information provided in the video and in a very easy language.
Can you guys please make video on how a msme can get benefitted by taking part in the supply chain of semiconductor industr.
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Appreciate your hard work. Good analysis and nice presentation of overall Semicon industry. Keep it up.
Thanks a ton
Watched full video ..will watch it again to grasp it better..Just want to thanks soic team
Really love the depth of the research ..you have covered everything end to end
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SOIC studies for weeks/months and we get great Content in 1-2hours...🙏🙏🙏 Such a Giving Nature 🙏🙏🙏
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Well researched vdo. Respect bro for ur hard work making this vdo. ❤
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Thank you SOIC team. It is very deep analysis video . This video convinced me to subscribe to your course membership.
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Very nice research and analysis, keep it up!
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Great information, loving this sector videos 👍
Glad to hear it!
Excellent video bro🔥🔥 so indept information
Mind blowing video 👏👏🙏🏼👍
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What an analysis man,got to know lot of things❣️❣️Amazing content and explanation💥💥💥
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Interesting and very simply put the complex industry structure! Loved it! 💯💯💯💯💯💯
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Kudos to your effort. Your Value chain analysis is better than most of the experts in their fields. I have become fan of your value chain analysis to understand complete business model. Especially the Green energy one and semiconductor one
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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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Wow.. Fantastic video bro.. 👍 👍 👍 Lot of effort by you.. Really appreciate your effort.. 🎉🎉🎉
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Can u guides me sir g which indian company are involved in semiconductor company...❤❤❤❤
This is an amazing video made with deep research.
It's nice for all electronics fraternity engineering in general. financial is extra as icing on the cake. Hats off to your research. I am saying this very responsibly, being and electronics engineer and academician 🎉
Excellent deep analysis ❤👍👍👍👍
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Never seen a such brilliant analysis of any sector in TH-cam universe. Thanks a lot.
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Great analysis👍👍👍
Thankyou for your kind words 🙏🏻
No words! Amazing detailing. Kudos to SOIC!! keep the great work going. you are actually doing service to society while making aware to investors by providing such fundamental details.
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Beautiful analysis, Brother ❤. You r doing great job. One sunrise sector could by nuclear power generation. AI demands high energy and tech companies are relying on clean energy source that is nuclear energy, SMR technology. Make a video on this
The best sector analysis video I have seen in TH-cam 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 😊
Veru nicely explained - it wud ve been nice if you wud ve touched briefly upon KLAC as well 🙏
Nice bro thanks for sharing us this informative video ❤😊🎉👍.
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@@SOICfinance Thanks bro 😊🔥
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 😀
Unbelievable and enormous in depth analysis. Hats off to you. Thank you Ismohit 👍
You are great Sir 👏🌹👌👍🙏 . You are inspiring new Electronic students for their future 👏👏🌹👌👍
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Very awesome video. So much efforts you take. Very very helpful. Thank you so much ❤
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@@SOICfinance Thanks 🙏🙏
Thanks for this brilliant analysis, dear
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Well done! Mr.Singh!
🙏🏻🙏🏻
Man gaye boss... Kya detailed information provide ki hai... 👏👏👌
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Fab Content..Absolutely Wow.. Fantastic video bro.. 👍 👍 👍 Lot of effort by you.. Really appreciate your effort.. 🎉🎉🎉... Maximum stocks have run up alot in terms of price & valuation...As soon as company say they will supply to semi conductor industry..For the next whole week stocks starts hitting UC.
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Very nice knowledgeable learning 🎉
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Wow! A powerhouse of information. This video is a gold mine for semiconductor industry investors and enthusiasts. Kudos to the team. Heartfelt admiration for all the efforts behind the scene. 🤝
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Good attempt in explaining Indian positioning on value chains❤
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Super duper and in depth analysis made.
Congratulations for presenting such a useful analysis.
Thanks❤❤🎉🎉
Thanks a lot thank you such God bless you ❤😊 itne valuable learning Dene k liye
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How do we invest in nvidia/asml/tsmc in india😮,please explain,and then which is the best company in ic in india to invest direct which is listed 😮
Kindly read our disclaimer, we are an educational organisation and don't give any buy/sell/hold investment advice, suggestions, or recommendations. 😃🙏 We encourage you to do your own research.
Very Deep search video....very informative...... very appreciative
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Great analysis. Learned a lot
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what is your opinion on Polymatech electronics??
very nice veerji bohot vadiya video si in depth details very helpfull for me
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I learned a lot from your video.. Very valuable for learning.. Keep making videos on goodi industries.
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Great insight and presentation. Thanks 🙏
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.
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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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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 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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Pure knowledge, Quality Quality and Quality... Thank you Ishmohit sir! for all your efforts. 💗
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Amazing work, keep it up
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Very nice explanation 👌
Thank you so much 🙂
Mind blown... This is the best knowledge base on the semiconductor industry. MPTY Ishmohit and team SOIC.
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Awesome bro. This deatiled analysis is worth listening every time.