Perspecticast ep.21

Good evening, here’s the rough breakdown of whats to come: Total Companies in Coverage: 90Pure Semiconductor Companies: 68 (75.5%)Coverage by Article:Article 1 & 2: Macro overview of the space and policy Article 3 (Equipment): 6 companies in focusArticle 4 (Foundries): 6 companiesArticle 5 (Memory): 8 companiesArticle 6 (AI): 4 companiesArticle 7 (Power/Auto): 7 companiesArticle 8 (Mobile): 9 companiesArticle 9 (Analog): 4 companiesArticle 10 (Connectivity): 6 companiesArticle 11 (Assembly): 4 companiesArticle 12 (Design/IP): 8 companiesArticle 13 (Future Tech): 4 companiesArticle 14 (Ranking): all 90 companiesJoin up if you want to join us on this journey. Have a great day, Leonid Get full access to Panda Perspectives at pandaperspectives.substack.com/subscribe