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
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. 😊🌟
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..
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. 🤝
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! 😊🌈
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. 🤝
🎯 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
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.. :)
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 👍🏻
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..
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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 🎉
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
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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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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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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I was always confused what is semi-conductor, its value chaing and key players in the market. The way you have explained the whole concept is phenomenally great. I have so much clarity about semi-conductor market. Please keep posting such great videos.
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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.
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.
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.
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.
The entire semiconductor industry & its eco system with key players & opportunities was very well explained which even common man can understand. Keep it up bro
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.
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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I am spellbound. The knowledge in accumulating and sharing the knowledge on semiconductor industries to the viewers by the presenter, Mr. Mohit is just awesome. I would like to congratulate the whole SOIC team members for preparing this video.
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! 😃🌟
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. 😊🌟
Thank you so much for the kind words and appreciation! We truly appreciate your support and it means a lot to us. It's always encouraging to hear positive feedback like this. We will continue to work hard to provide valuable content. We hope to continue adding value to your investing journey. 🤝
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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..
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.....
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We value your interest in our videos. 😀 We hope you found this video to be educational and applicable to your financial path. We hope you keep coming to learn from us.
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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 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
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The best sector analysis video I have seen in UA-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.
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i wonder who would be Indian NVIDia in coming year.....But BrO trust me sitting in singapore with a flatmate working in micron you habe more knoledge then him 🙂 god bless you brother
Dear Paaji u hv given lots of insight info abt the industry and being an ECE engineer I can tell u hv given better lectures than a professor available in normal college around DELHI NCR region..love u dear..wish to hv one more review in this sun rise sector after 6 to 12 months...jai hind❤
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*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*
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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 💪🏻💪🏻
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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👍
I learnt a lot about semiconductor &how it's a wast mfg process many folds growth other allied ancilleries providing jobs opportunities in the country.like the detailed vedios.
I have never seen such kind of details analysis on Semiconductor. I always proud as a subscriber of SOIC. Thanks for such kind of informative videos on SOIC. You will go beyond the sky😊
We're happy to hear that our content is useful to you. 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. 🤜
Thank you for your kind words.🙏🏻 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. 🤜
I really wish to take your course but I dont have enough time to be disciplined enough and follow it but your this kind of videos are like I want to give you something for the knowledge you give us without any cost Thankyou Sir huge respect
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
How to want job in the semi conductor industry
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
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. 😊🌟
Excellent Analysis. I have worked in the semiconductor industry from 2005 to 2009 in USA. Your analysis is bang on.
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17:38 : sector sub division
17:40 : valuation sub sector wise
22:59 : size of chips
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!
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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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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, 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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Mind blowing, thanks to you and your research team for covering this topic so brilliantly
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Wow!! What a video…!
Incredible assessment of semiconductor industry. Loved it. Keep up the amazing work.
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🎯 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
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.
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 👍🏻
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
SOIC studies for weeks/months and we get great Content in 1-2hours...🙏🙏🙏 Such a Giving Nature 🙏🙏🙏
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 🙏😊.
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
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 🎉
People looking for Indian companies in semiconductor business 1:03:53
Really Good Detailed Analysis of Full Semiconductor Sector... Hars off to you
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
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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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. 🤝
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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Excellent video...I have inox india( entered very early after ipo correction bcz hydrogen cylinder manufacturing other gases business ),, venus pipes, ltts, tata elxi
Just started with research on this industry and found your video, this is truly extraordinary and insightful 👏
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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Incredible work done on understanding and explaining it in an even better way... Kudos to SOIC team🎉
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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. 🤝
Thank you so much for your amazing feedback! We're truly glad you found the video so valuable. Your support and admiration mean a lot to the entire team.🙏🏻
Amazing video and amazing research 👌🏼👌🏼one of the best !!!
Watched full video ..will watch it again to grasp it better..Just want to thanks soic team
wow best video on you tube about indian semiconductor industries and whole ecosystem. ❤❤💘
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Excellent video ....sir,you must have put tremendous efforts in making this video ..hat off sir
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Never seen a such brilliant analysis of any sector in UA-cam universe. Thanks a lot.
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Sir You are just a Gem, this is the most detailed explaination on the semiconductor industry ever made. Respect
amazing video. Very detailed and in depth analysis of the industry. Great job!
Glad it helped!
I was always confused what is semi-conductor, its value chaing and key players in the market. The way you have explained the whole concept is phenomenally great. I have so much clarity about semi-conductor market. Please keep posting such great videos.
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HATS OFF TO YOUR DEEP KNOWLEDGE OF SEMICONDUCTOR INDUSTRY.EXCELLENT ANALYSIS
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I learned a lot from your video.. Very valuable for learning.. Keep making videos on goodi industries.
Awesome bro. This deatiled analysis is worth listening every time.
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.
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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very nice veerji bohot vadiya video si in depth details very helpfull for me
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
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 😀
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.
This was superb indebt knowledge about semi conductor industry .
The entire semiconductor industry & its eco system with key players & opportunities was very well explained which even common man can understand. Keep it up bro
We're glad you found the explanation clear and easy to understand! Thanks for your kind words and continued support💯
Thanks for going through the broad spectrum of the technology segment. Detail oriented video is very valuable.
Pure knowledge, Quality Quality and Quality... Thank you Ishmohit sir! for all your efforts. 💗
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Mind blown... This is the best knowledge base on the semiconductor industry. MPTY Ishmohit and team SOIC.
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As i working in semiconductor field, this video is well researched and explained
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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.
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! 😃🌟
Excellent video bro🔥🔥 so indept information
I am spellbound. The knowledge in accumulating and sharing the knowledge on semiconductor industries to the viewers by the presenter, Mr. Mohit is just awesome. I would like to congratulate the whole SOIC team members for preparing this video.
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! 😃🌟
Indepth analysis with complete clarity on the entire value chain... It's always a pleasure to listen and enhance our knowledge 👍 Thanks
Thank you very much for such a indepth analysis in the semi conductor industry.
Unbelievable and enormous in depth analysis. Hats off to you. Thank you Ismohit 👍
You are a GEM in stock world !!!! Thank you 👍
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Excellent insight into the Semi-Conductor industry and the overall value chain. Thanks a lot
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I can feel the depth of your knowledge.... and Humbleness in your presentation. Thank You so much :)
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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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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.....
Wow.. Fantastic video bro.. 👍 👍 👍 Lot of effort by you.. Really appreciate your effort.. 🎉🎉🎉
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this is the most comprehensive video on semi conductor industry
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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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Excellent analysis. What is your take on the prospects of Polymatech Electronics?
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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Please do a video on Data center as well and discuss industry profit pool and value chain analysis
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.
Global foundries was spin off from AMD years back.
Now even intel is going to TSMC for its upcoming chips.
Amazing work, keep it up
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
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The best sector analysis video I have seen in UA-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 😊
Good attempt in explaining Indian positioning on value chains❤
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Perhaps best learning in Semiconductor industry
i wonder who would be Indian NVIDia in coming year.....But BrO trust me sitting in singapore with a flatmate working in micron you habe more knoledge then him 🙂 god bless you brother
Dear Paaji u hv given lots of insight info abt the industry and being an ECE engineer I can tell u hv given better lectures than a professor available in normal college around DELHI NCR region..love u dear..wish to hv one more review in this sun rise sector after 6 to 12 months...jai hind❤
Thank you for choosing SOIC as your investing study pal. We're thrilled to be a part of your journey and excited to provide you with valuable insights. Wishing you joyful learning and successful investments! 😊🎉
Impressive !! Thank you so much for putting out such a detailed video
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*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*
Nice explanation of this complex semiconductor value chain, completed with shared PPT for any required revision. ❤
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Always watching ads tagged to your videos. To make it as return gift
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 💪🏻💪🏻
In-depth & comprehensive analysis. Thank you for your painstaking efforts.
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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👍
Great Learning..
I learnt a lot about semiconductor &how it's a wast mfg process many folds growth other allied ancilleries providing jobs opportunities in the country.like the detailed vedios.
Excellent video !!!
I have never seen such kind of details analysis on Semiconductor. I always proud as a subscriber of SOIC. Thanks for such kind of informative videos on SOIC. You will go beyond the sky😊
We're happy to hear that our content is useful to you. 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. 🤜
This is very detailed and one of the best video made by you on Semiconductor industry
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pure gold man...amazed by the depth of your analysis.
Thank you for your kind words.🙏🏻
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I really wish to take your course but I dont have enough time to be disciplined enough and follow it but your this kind of videos are like I want to give you something for the knowledge you give us without any cost Thankyou Sir huge respect
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5 saal pehele tak 65nm ka CPU use kr raha tha mein 28nm is not bad for us at all.
Mind blowing analysis ,you have done biopsy of semiconductor technology. Thanks to you and your soic team.
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Thanks, it helped me a lot in my own semiconductors industry reseaeching.❤
You're most welcome!