Global Semi Conductor Industry
(A thread)
- Annual Sales of $500 bn in 2021 - Highest ever (up 25%)
- It took 50 yes to become half a Trillion $ Industry - will just take another 10 years to 1 Tn $
- Projections sales by 2025 $692 Bn & by 2030 $1 Trillion
#semiconductor
(A thread)
- Annual Sales of $500 bn in 2021 - Highest ever (up 25%)
- It took 50 yes to become half a Trillion $ Industry - will just take another 10 years to 1 Tn $
- Projections sales by 2025 $692 Bn & by 2030 $1 Trillion
#semiconductor
- Average supply wait time gone up to 25 weeks from 12 to 14 weeks
- Leading chip makers adding Capacity at a rapid pace
- Record Capex of $146 bn was made in 2021
- Share of USA chip manufacturing fallen to 12% from 37%
- Taiwan Semiconductor planning a $44 bn capex plan
- Leading chip makers adding Capacity at a rapid pace
- Record Capex of $146 bn was made in 2021
- Share of USA chip manufacturing fallen to 12% from 37%
- Taiwan Semiconductor planning a $44 bn capex plan
- Samsung has announced $17 Bn capex plan towards semiconductor manufacturing only
- Current semiconductor demand is 40% higher than what a company can produce
- A huge opportunity in the waiting?!
Disc: Invested through International MFs
#semiconductor
Source: @livemint
- Current semiconductor demand is 40% higher than what a company can produce
- A huge opportunity in the waiting?!
Disc: Invested through International MFs
#semiconductor
Source: @livemint
• • •
Missing some Tweet in this thread? You can try to
force a refresh
