$ASML $KLAC $SNPS — Mapping Semiconductor Bottlenecks and Moats
The global semiconductor supply chain is built on a handful of "unblockable" monopolies.
My infographic attempts to map out the bottlenecks in the supply chain. What’s currently the best investment opportunity in the sector?
$Synopsys(SNPS)$ $Cadence Design(CDNS)$ $TE Connectivity(TEL)$ $ASML Holding NV(ASML)$ $Lam Research(LRCX)$ $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$
My views：
1.Many investors new to semis jump straight to ASML. I think it’s worth digging into as many semi companies as you can, understanding what they do, how they compete and how they contribute to the supply chain.
Chip Wars is a great read.
2.KLA makes tools that chipmakers need to use to keep production running smoothly and yields high, so its business stays relatively steady over time.
In contrast, ASML relies more on selling very expensive machines that customers buy in big, irregular bursts, making its revenue more cyclical.
3.Probably ASML in the long term. It is monopolistic with 10 years of advantage over its closest competitor. Probably one of the strongest moats in the market.
For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.
🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now
Find out more here.
Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.
Other helpful links:
-
💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉
-
How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
