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

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

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

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.

Excellent Analysis. I have worked in the semiconductor industry from 2005 to 2009 in USA. Your analysis is bang on.

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!

Mind blowing, thanks to you and your research team for covering this topic so brilliantly

Watched full video ..will watch it again to grasp it better..Just want to thanks soic team

I think this was one of the best analysis videos on your channel.. very precisely made.. looking forward to more such videos 😊

Just started with research on this industry and found your video, this is truly extraordinary and insightful 👏

Wow, the clarity of thought and the explanations are just awesome. Thanks a lot Ishmohit. You are truly a gem out there.

Wow!! What a video…! Incredible assessment of semiconductor industry. Loved it. Keep up the amazing work.

Really Good Detailed Analysis of Full Semiconductor Sector... Hars off to you

Excellent video...I have inox india( entered very early after ipo correction bcz hydrogen cylinder manufacturing other gases business ),, venus pipes, ltts, tata elxi

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.

Super duper and in depth analysis made. Congratulations for presenting such a useful analysis. Thanks❤❤🎉🎉

Excellent video !!!

Impressive !! Thank you so much for putting out such a detailed video

Mind blown... This is the best knowledge base on the semiconductor industry. MPTY Ishmohit and team SOIC.

Wow.. Fantastic video bro.. 👍 👍 👍 Lot of effort by you.. Really appreciate your effort.. 🎉🎉🎉

Thank u Very Much Fornthis Nice presy ur doing great work.Thanks Once Again

amazing video. Very detailed and in depth analysis of the industry. Great job!

Excellent detailed informative video I know to gather these information your team has worked a lot thanks to you as well as your team.

extreme value addition for an overview of the industry, thanks so much

17:38 : sector sub division 17:40 : valuation sub sector wise 22:59 : size of chips

Beautifully explained again A lot of information in short and in depth. We know it takes too much time to get to prepare for these info and you are helping your followers and actually for frr of cost ❤ Great work

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.

Amazing research sir. Thanks for this valuable informative video. ❤️

Very interesting and informative article, taken care of all aspects.

wow best video on you tube about indian semiconductor industries and whole ecosystem. ❤❤💘

Awesome bro. This deatiled analysis is worth listening every time.

Incredible work done on understanding and explaining it in an even better way... Kudos to SOIC team🎉

Great content..I appreciate the effort goes into it….great work…

Thank u so much …… I was really looking to learn on the subject…..got some ideas now….you r a great teacher…..

Outstanding, informative, lucid and comprehensive presentation. Thanks you for a very educative video of a complex topic.

As always awesome effort. Very heard working. Congratulations to whole SOIC specially to Ismohit.

This is very detailed and one of the best video made by you on Semiconductor industry

People looking for Indian companies in semiconductor business 1:03:53

Unbelievable and enormous in depth analysis. Hats off to you. Thank you Ismohit 👍

Great video. Got a lot of indepth insights❤

wow, such an amazing analysis of an entire industry. Thanx a lot for sharing.

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.. :)

Excellent Presentation. appreciate you forward me the presentation . thanks

Thanks for such kind theme .

Mind blowing analysis ,you have done biopsy of semiconductor technology. Thanks to you and your soic team.

Thank you SOIC team. It is very deep analysis video . This video convinced me to subscribe to your course membership.

Great insight and presentation. Thanks 🙏

very useful and knowledgable video

Interesting and very simply put the complex industry structure! Loved it! 💯💯💯💯💯💯

Was waiting for it.. Hell Yes

Kudos SOIC ....great analysis ..Thanks !!

Thanks for this information. ❤

Very nice research and analysis, keep it up!

Nice explanation of this complex semiconductor value chain, completed with shared PPT for any required revision. ❤

very detailed and very informative video on semiconductors on the internet. thank brother for such clarity on the semiconductors industry.

Thanks for going through the broad spectrum of the technology segment. Detail oriented video is very valuable.

for a long time was looking for this kind of video , thank you for making such good presentation

As always full of knowledge... Thanks

This was superb indebt knowledge about semi conductor industry .

Really love the depth of the research ..you have covered everything end to end

Nice analysis. keep it up. Bring more such videos. Thank you

Appreciate your great work and analysis. Thank You

You are an excellent explainer of subjects all across, but this sector is so complex that I'll have to see it atleast for 4-5 times. ❤️✌️

Wonderful presentation ❤

Excellent insight into the Semi-Conductor industry and the overall value chain. Thanks a lot

Hi.....just loved the analysis.....very well done....saving this for my future reference....so that I can come back to it whenever I need.

Very awesome video. So much efforts you take. Very very helpful. Thank you so much ❤

Never seen a such brilliant analysis of any sector in KZfaq universe. Thanks a lot.

Sir You are just a Gem, this is the most detailed explaination on the semiconductor industry ever made. Respect

The best sector analysis video I have seen in KZfaq 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.

Loving this. Very informative!

Great information, loving this sector videos 👍

Given a detailed information about the industry. Thank you very much For.

loved the video

Mind blowing! You are an asset of our country. After the video I am able to appreciate the wallpaper of this video too.

Excellent information ❤ No comparison for such knowledge sharing 🎉world class

Remarkable contribution . Thanks

Thank you very much for such a indepth analysis in the semi conductor industry.

very useful video to understand this industry thx for your hard work behind this 👍

Excellent and useful video!!!

commendable explanation of the subject by you, i deeply appreciate. Much thanks for sharing your knowledge i learned a lot .

I can feel the depth of your knowledge.... and Humbleness in your presentation. Thank You so much :)

Great stuff

Thanks for sharing such a valuable content

Thanks, it helped me a lot in my own semiconductors industry reseaeching.❤

Very Deep search video....very informative...... very appreciative

You are a GEM in stock world !!!! Thank you 👍

Excellent review and analysis 👏

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.

Amazing content as always 🎉

Wonderful summary !!

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.....

More than "thank you" to you dear Singh bhai. Fabulous work done!

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.

Pure knowledge, Quality Quality and Quality... Thank you Ishmohit sir! for all your efforts. 💗

Indepth analysis with complete clarity on the entire value chain... It's always a pleasure to listen and enhance our knowledge 👍 Thanks

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😊

Thank you!