Understanding The Global Semiconductor Industry
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- Опубліковано 2 лип 2021
- From How Chips are made to Why we face Chip Shortages, Fund Manager - Raunak Onkar introduces us to the economics of The Global Semiconductor Industry
Download the Presentation file here (in description): ppfasfof.com/the-global-semic...
Thank you Raunak Onkar & PPFAS for the detailed presentation on Semiconductor Industry
Hai anna
Tq sir for sharing this 👍
Hi anna i bought AMD 7 shares @ 82 $
Sai anna fans 👍
Sai anna followers
You are are the most underrated Research services to be honest your fund has gotten the publicity due to the returns. But your UA-cam videos are a gem. Love the work that you do guys amazing.❤️
What a presentation!! awesome. I cant thank you enough. I am an electronics engineer from India, I seriously needed it. thank this channel for bringing such an expert to share knowledge. THANKS GUYS!
I work in semiconductor industry. I am amazing how you are mostly accurate in your understanding and how well you summarized ths
Thank you for watching. I'd love to know if you found any inconsistencies / errors in this presentation. Will help me to learn. Thank you. I'll post the corrections in the description.
Brilliant presentation. One of the best things I have watched on UA-cam in a while and I am saying this as an Electronics and Communications Engineer. Maybe a follow up or a somewhat complimentary video could be the 5G industry ecosystem - OEMs (Apple, Samsung), 5G network equipment providers (Nokia, Ericsson, Huawei), telecom operators (Verizon, T Mobile, AT&T and Jio/Airtel in the Indian context), tower REITs (Crown Castle, AMT), 5G chip manufacturers (Qualcomm, Skyworks, Marvell, NXP) and optical fiber cable manufacturers (Corning).
Excellent work Raunak. I am proud that I have been investing with such a good fund house that just not managing our money very well, but also shares good knowledge to its clients. Thanks for this. Keep doing good work.
If you're new to the Semiconductor space, then this video is a great entry point to understanding this otherwise complex & vast sector!
Such complex concepts explained with so much simplicity 👍
I work in a semiconductor company and you have done an excellent job you have done your research and you have good knowledge of semiconductor industry
Thank you so much for watching, appreciate your comment. It means a lot.
@@oraunak please keep making such videos on different industries
hello please give me your email id i need some help
Raunak is so fascinated with fab process that his joy can be felt during entire presentation.
I have a feeling that Raunak is just fascinated with the learning process and of course the investment opportunities.
It is nothing short of magical. It's so complex to make it work I'm amazed how it doesn't fail more often. Amazing to see how the whole ecosystem is so well synchronised.
@@arjunsatheesh7609 Truly fascinated. It was a serious eye-opener.
@@oraunak Thank you for the amazing work you and team share here, apart from managing our money well 😃
@@oraunak complex manufacturing is also the reason intel losing mobile chipset business to other players and even PC chips getting tough completion from AMD. Doing end to end alone is just too much and cause delays.
I'm a little over half way through the presentation and OMG this is one of the BEST videos that I've ever seen. I cannot believe that this level of superior knowledge is out there and people just don't want to watch it. I wish you luck and hope you keep coming up with such videos.
This was an incredible video. Thank you so much for putting together such a concise and clear overview of the semiconductor industry - very helpful!
you guys are really good... I think this is a mega trend, hope you are breaking semi conductor industry many times more.
Thanks a lot Raunak for giving us overview of Semiconductor Industry in simple words yet very informative, really appreciated!!!👍🏻
Looking forward to see more industry analysis from you and team.
I am a chip designer and honestly I am quite impressed to see this presentation and how Raunak explains out industry in such a simple way for the layman. Cheers.
Thank you. Such detailed explanation. Now I completely understand how the VLSI industry works.
grt !!! what an explanation about Semi Conductors industry... Proud to be Physical Design Engineer
Well researched presentation. Surprising you picked up the sector which is so obtuse knowing very well not many can comprehend what you have to share. True to PPFAS ethos - Courageous!
What a great presentation, thanks for the video!
A class of your own !! Raunak - very proud for You Bro !!
What an explanation sir ji! You made the understanding of semi conductor and all the things related to it so much easy. I'm glad that I have invested with your fund house.
Dear Raunak, Wonderful job. You captivated me on a Sunday evening. I watched it non stop. Excellent 👏🏾👏🏾👏🏾
Really humbled by the value chain of this semiconductor industry
Extremely Insightful!! Got hooked frm the word go.... Thanks for knowledge sharing + dialogue!!
Excellent work man! I will be recommending this presentation to my peers as well.
Excellent presentation Raunak. Semiconductors are truly amazing.
Great work, really appreciated . And I am very grateful thank you.
Amazing presentation! Made me hungry to learn more.
Absolutely Gold 🤩 Treat to hear your insights. Thanks!
Raunak has humor in him we want to see, apart from amazing in research ❤🔥
Hahaha
Hello, from Bulgaria! Great content!
Love you ❤️
Knowledgeable analysis
Excellent Presentation , Lucid thought process Ranuk
Thanks Mr.Rounak to share with us that video.
Thanks for sharing your insights.
Great explanation brother. Kudos to your efforts !!! Raunak
I truly enjoyed and learned so much here. Great work Raunak, if you start your own UA-cam channel, I will be a loyal follower.
Amazing ! Thanks Raunak
Super presentation.. A complex topic presented in a simple way
It's mind blowing. Keep up
That was really good, thank you.
Very informative session. Thank you.
I wish you all the best. Great stuff.
Good attempt Raunak, just to add Indians are involved in many Fabs world wide. Unfortunately gov policies are inadequate to pull investments into this lucrative but strategically important sector.
India is missing many opportunities to enter this sector. Indians have number of PhDs but very few who can apply their knowledge to scale at industrial level.
Thank you ppfas team
Thank you sir....For your valuable information
Extremely informative video! and thanks for the presentation slides!
Excellent presentation Sir...
SUPERB. THANK YOU.
Brilliant analysis
Very informative!!- Great Presentation👏👏
Very well presented.
Great content thanks for sharing 👍
Very important knowledge bro
Simply amazing🙌
Hi Raunak, I am a investor of PPFAS fund for quite sometime now and I follow you guys regularly in AGMs. I have worked in AMD India and ASML, Netherlands and I have some understanding of the products. Your presentation truly captures the essence of the industry. I have one question for you, if you can help me to answer. I have some shares of AMD through RSU and ESOP and I continue to hold them from last 6 years. Till very recently, that used to account for only 20-30% of my entire portfolio but thanks to the recent run-up in the share price, now it is more than 60% of my entire portfolio. I regularly follow news about AMD.. But do you think I should sell few shares to get out of the anxiety of loosing a lot of money.
Appreciate it!
Thank you
Hi PPFAS team
Why are you not having an allocation in Semiconductors scripts like Intel and AMD
Thanks Raunak for the greater insights. As we have a great opportunities in this area for the upoming decades, how do investors in India get the advanatge of the same. Is there any good ETFs or fund available in India exlporing the opportinities in this area.
Great presentation!
very informative video. I would like to request that if the financials and the unit economics could have been added than it would have given more information.
Thank you. Yes, to avoid the length of the video to go haywire, covered only the basic financial details. Most of the companies have a long listing history & financial data is easily available. So chose not to duplicate it.
Very good presentation
Excellent overview. Thanks for sharing. A few comments to help improve further. Many times you say you will discuss this later, I cannot keep track of those. You should reflect on India's failed attempts to enter the fab market with state-owned enterprises even before Taiwan and Korea. India does not lack the vision but bureaucrats-driven execution has failed. Private-led government-supported execution might work. What do you think? Elites will be happy with the status-quo fetching high-paying design jobs in India and beyond. With a booming large domestic market, the time is ripe for the manufacturing, test, and assembly stages of the semiconductors to democratize job creation.
Nice presentation.. keep it for all sectors..
We have covered a lot of other sectors as well, you can find more videos on our youtube channel.
Great presentation👍🏻
Good presentation 👏
Hello all.
Can anyone tell PPFA flexi cap fund invested in semiconductor industry?
this was damn great. Atleast better than my coke and pizza. too good 🙌🙌
We are lagging in semiconductor manufacturing than CHINa India should support homegrown semiconductor manufacturing designing and export
Proud to be a investor of PPFAS......Is PPFAS invested in any business of Semiconductor Industry ? Ay idea
I work in the same field, I install machines all over the world in fabs which produces 5nm, 7nm and now 3nm chips.
cool.
Which company shares to purchase
Appreciate the content Raunak !
How China is trying to be aatmanirbhar ?
What's the Huawei edge ?
Look fwd to the reply.. though the question might not be directly related to subject video 👍
Well If you see Huawei is really not aatmanirbhar,
-Just a few months back when the US imposed sanction on them, after that they stopped designing chips (reason: 90% EDA tools are owned by US companies) and due to that biggest beneficiary is MediaTek and Qualcomm
-They never had Fab, always depends on TSMC (now Huawei and TSMC can do business under US sanction as well but the problem is even TSMC using EDA and some Tools which were licensed by the US, so ultimately they need to stop chip designing)
"If you really consider complete aatmanirbhar then the only US names in that, all other are depends on them directly or indirectly"
@@pratikdave8967 Nice clarity..thanks 👍
Should OSAT be near Foundries? Tatas are planning OSAT in India but there are no foundries in India! Will it not increase the final cost of the chip that comes out from an OSAT India and wafer from a foundry outside India?
at 10.42 u have mentioned that the 7nm means distance between the transistors, but as per my understanding it is the size of the transistor or the gate length
Thanks for bringing it up. Subsequent to this recording I also learnt that these numerical nano meter metrics are merely placeholders for the process technologies used which vaguely represent the density of transistors on a chip. Thank you for watching the video. Please let me know if you spot any other inconsistencies / some oversimplification. I will correct it in the comments.
@@oraunak thanks for the revert. This gate length or transistor size can be considered as an indicator of increased density (as smaller the size, more transistors can be fit in) but the other factor that decides the density is the distance between the transistors( which depends on interconnections between them), the type of technology used for fabrication ( how fine it can place transistors) etc.
What about Reliance industries?? Diving into semiconductor business??
Any reason why memory chip industry excluded in the study. Likes of Micron, Samsung and Hynix
I had initially planned to cover Memory, storage, analog chips as well, but would have needed 25-30 minutes more & would have made the presentation more complicated. So I dropped it to simplify. But companies are listed & a lot of stuff can be learnt about them via many youtube videos as well. Thanks for watching.
India should go for chip designing and testing/packaging as it would be easier to achieve rather than trying fab because with level of capital available and know-how it is not possible.
Exactly. Just die bonding and chip packaging service industry will give us a big foot in the industry.
Fantastic - have a patron?
Lit ❤️
Team PPFAS, we're 25years of age and about to start investing. Where should we start investing? To MF or to ETF? Kindly guide. We don't have any personal advisor
Hi PPFAS team, do you have any fund in which you invest fully in foreign companies ?
Hi. Not yet...
Nice
👌👍
Dielectric heating is used in semiconductor industry
Wow wow wow
Hope motabhai watches this presentation , and decides to deploy capital in areas where it will create meaningful impact , rather than buying random businesses like just dial and subway
It is very important for India to become a manufacturing hub for semiconductors. Start with smaller IC's and memory chips then build on that. Intel has a plant in Bangalore but I am not sure what it manufactures. There are a few small companies but nothing in large scale(which is needed for jobs). We need investments from Samsung and TSMC
Yes yes, we can dream.
We should start a semiconductor industry in India. It will be very beneficial for us.
My friends was suggesting me spel semiconductor for 1 year.
Taiwan with 1000 semiconductor companies. How about in your country ?
Moschip semiconductor
Tiwan semiconductor company
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Do you still believe we are not living in a simulation
🤣🤣India is getting into semiconductor industry
Long introduction!