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Dylan Patel
$17.6M
Followers
@dylan522p
02/25/2022
I, Semiconductor
The Regionalization Of Semiconductors Due To Global Supply
Chain Instability
Fabs and semiconductor capital equipment spending to go
bonkers
$INTC
$TSM
$SSNLF
$ASML
$AMAT
$LRCX
$KLA
$TOELY
$VECO
$SUOPY
$SSLLF
$NVMI
$ONTO
$BESI
$KLIC
$ASMVY
https://semianalysis.substack.com/p/i-semiconductor-the-regionalization
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Dylan Patel
$17.6M
Followers
@dylan522p
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