3 ms·
I've been meaning to do a deep dive on semiconductor supply chains for a while now. I'd start by aggregating annual reports for the companies named in [1], ide
by quasirandom 6y ago
I've been meaning to do a deep dive on semiconductor supply chains for a while now. I'd start by aggregating annual reports for the companies named in [1], identify their major categories of capex, gather information about their suppliers, and recurse.
[1] https://www2.deloitte.com/content/dam/Deloitte/cn/Documents/technology-media-telecommunications/cn-tmt-rise-of-the-big-4-en-082820.pdf https://www2.deloitte.com/content/dam/Deloitte/cn/Documents/...
- mdocherty 6y agoI am doing the same. I started at the SMH etf and have been working downwards. It's interesting stuff!
- AareyBaba 6y agoDon't miss Ajinomoto - the company that makes msg (monosodium glutamate). They also make ABF (Ajinomoto Build-up Film) that is used in circuit fabrication and is currently in short supply. https://www.ajinomoto.com/innovation/action/buildupfilm https://www.ajinomoto.com/innovation/action/buildupfilm