Perspecticast ep.21

Good evening, here’s the rough breakdown of whats to come: Total Companies in Coverage: 90 Pure Semiconductor Companies: 68 (75.5%) Coverage by Article: Article 1 & 2: Macro overview of the space and policy Article 3 (Equipment): 6 companies in focus Article 4 (Foundries): 6 companies Article 5 (Memory): 8 companies Article 6 (AI): 4 companies Article 7 (Power/Auto): 7 companies Article 8 (Mobile): 9 companies Article 9 (Analog): 4 companies Article 10 (Connectivity): 6 companies Article 11 (Assembly): 4 companies Article 12 (Design/IP): 8 companies Article 13 (Future Tech): 4 companies Article 14 (Ranking): all 90 companies Join 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