NVIDIA, AMD, TSMC, ASML: Semiconductor Titans VISUALIZED

[@eversunnyguy]

Great graphic..like the smiling anchor here.

[@AdvantestInc]

Fascinating discussion on the AI tech stack and its profound impact on the semiconductor industry. Your analogy of the AI super cycle to the California Gold Rush brilliantly captures the excitement and challenges ahead. It's a reminder of the continuous innovation and collaboration needed to drive the industry forward.

[@Thierry_B]

Excellent video, very clear explanations as usual 🙂

[@gwygwylin3536]

四家公司其中三家ceo和台灣有特別的關係密不可分

[@MickeyNicolet]

This was a great overview- thank you

[@nicolacattani9569]

Thanks! very clear!

[@mehappym]

Why Tokyo Electron a Equipment provider isnt included ?

[@HowTheyMakeMoney_]

Tokyo Electron is a major player in the semiconductor industry, currently ranking 15th among the largest public companies in the category. The video is focused on the top 12 companies. However, TEL plays a crucial role in the ecosystem, providing essential equipment for chip production.

[@Mikeysclub999]

So what’s you’re top 5 chip companies

[@HowTheyMakeMoney_]

Hi there! It depends on what you mean by top 5. Bertrand holds positions in NVDA, AMD, ASML, and TSM in App Economy Portfolio. In addition, you can check out our latest research on AVGO here: www.appeconomyinsights.com/p/broadcom-ai-surge

[@LuisCarlosChavez717]

Great job!

[@121212majid]

Awesome channel! Thank you,
Please consider an income statement analysis for KLA-Tencor as an equipment manufacturer.

[@HowTheyMakeMoney_]

Thank you so much! Great suggestion! Adding KLA to the list of requests.

[@EmmanuelleTessier-y4l]

Good your are very very cool ❤

[@cocoarecords]

Amazing

[@Anatometat]

Надо было в школе учить английский язык