I Studied The Semiconductor Industry and Found This!! Complete Breakdown | Indian Stocks

[@SOICfinance]

Idea of industry analysis is to give you in depth insights on the Semiconductor Landscape. Used multiple books, articles, research reports and conversation with friends in Semicon space to make this. Hopefully, you get a perspective on the industry. If there are any mistakes, gently point them out. I am a non tech guy who loves to study industries. Hopefully, you find value in this video

[@PS-ps6ow]

Can you please analyze Passive income investing options?

[@Ashkita]

U Are Doing Great Work Ishmohit.. Expanding Ur And Our Circle Of Competence Very Broad..❤❤

[@umashankaraxisbank]

Insightful information.Great job .Your delivery is amezing.Love you to hear .

[@deepsocially]

Great work .. the efforts you are putting in is commendable. Thanks 👏👏

[@ShrenikBhura]

Fabulous and one of the most comprehensive videos on this subject for layman investors on YT. It is nothing short of a crash course. I have been an early stage investor in the semiconductor industry in the US equities. But yet was lured into watching your full video just for the love of hearing you. I couldn't find anything that you have missed. As always, kudos to you buddy.

[@udaygaikwad5282]

I have been associated with electronic industry for 4 decades . Our country is 50 years behind China, Taiwan , US , Japan, S Korea, Singapore etc . We not only need investment , but we urgently require pool of intelligent and extremely hardworking chip designers . These are necessarily electronic engineers who devote 4 years after graduation to learn this subject . And very few Indians have that patience . Also perfect learning process and tools are extremely must to reach to proficiency level

[@vaibhavrana1325]

Very aptly mentioned "very few Indians have that patience". This not only holds true to semi-conductors Industry but any industry that involves hardcore R&D. Most Indian lack patience & want shortcuts to success. Silver lining is ministers like Ashwini Vaishnav.

[@Arihant997]

My som studied Electronics and Telecom and did most of the theoretical and practical work but frankly there are little or no placement jobs for engineers..there may be opportunities now just assembly workers or testers..that's It..

[@DeyRanvijay]

Name a few companies which make chemicals for Semiconductor?

[@deepakgupta1876]

Agreed , I have been working for more than a decade and it’s only now I see people talking about 😊

[@healyou4243]

Hindustan jindabad tha jindabad hai aur jindabaad rahega--- Sunny pajee

[@AutomationDude]

Even more impressive, he's a finance graduate delivering deeper insights into EMS then any other electronics lecturers..😊

[@snehilagrawal8667]

I have been part of semiconductor industry for more then 10 years (Qualcomm, Broadcom) and am amazed by the depth of your analysis. Your understanding of the industry is better than many who are part of it. Kudos.. keep up the good work

[@TusharAgrahari-k2f]

How to want job in the semi conductor industry

[@ashutoshsrivastava264]

00:04 Detailed breakdown of the semiconductor industry analysis 02:18 Semiconductors are the brains behind modern electrical appliances. 06:24 Semiconductors are crucial in various industries. 08:27 Semiconductors are indispensable in modern electronic devices. 12:28 Challenges faced by retail investors in financial planning and company valuation. 14:16 Understanding the value chain in the semiconductor industry 18:45 Avia is spending nearly $10 billion on designing a new chip 22:38 Only three companies investing in very advanced semiconductors 26:05 Overview of semiconductor industry value chain 28:40 The semiconductor industry's impact on the Indian economy and companies 33:53 Global movement in semiconductor industry 36:02 US aiming for self-sufficiency in semiconductor manufacturing 40:05 Semiconductor manufacturing process and industry market share 41:48 Overview of semiconductor industry in Asia and Europe 45:43 Analyzing the financial performance of semiconductor companies 47:33 Analyzing financials of ASML and TSMC in semiconductor industry 52:36 Semiconductor industry focusing on AI computing and market dominance 54:31 Exploring profitability analysis in the semiconductor industry 59:18 Government subsidy and support for semiconductor industry in India 1:05:41 Semiconductor industry beneficiaries in upstream and downstream 1:08:56 LTTS and Sankhya Labs are key players in semiconductor services in India 1:10:35 Semiconductor shortage could impact EMS companies and downstream beneficiaries. 1:14:04 Advanced packaging industry in India is a high growth market 1:15:48 Understanding the different sectors within the semiconductor industry is crucial.

[@PSDG7]

Sankhya lab is not listed in market

[@hardikthakor9763]

Superb Bro

[@krishnakumar-mm2nf]

Thanks

[@meenakulkarni2626]

Natmastak charansparsh dhanywad

[@vasudevanr2349]

Super sir

[@maheshkalkar2101]

Till date, probably this session should rate as Ishmohit's one of the best. One can imagine the amount of hard work that must have gone into making this fab presentation. Hats off. Keep up the great work. Congratulations to the full SOIC team.

[@SOICfinance]

We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟

[@PursuitOfShutter]

Amazing content, detailed analysis , explaining the Value chain & profit pool in such a way! Loved it!

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@kapilsharma1293]

One of best video on YT related to semiconductor.. and no one can tell that this an investment related video.. you have done something beautiful brother... this is called art of knowledge..

[@bhazarik]

Excellent Analysis. I have worked in the semiconductor industry from 2005 to 2009 in USA. Your analysis is bang on.

[@SOICfinance]

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

[@brucebane5396]

People looking for Indian companies in semiconductor business 1:03:53

[@harekrishnagasagency4168]

00:04 Detailed breakdown of the semiconductor industry analysis 02:18 Semiconductors are the brains behind modern electrical appliances. 06:24 Semiconductors are crucial in various industries. 08:27 Semiconductors are indispensable in modern electronic devices. 12:28 Challenges faced by retail investors in financial planning and company valuation. 14:16 Understanding the value chain in the semiconductor industry 18:45 Avia is spending nearly $10 billion on designing a new chip 22:38 Only three companies investing in very advanced semiconductors 26:05 Overview of semiconductor industry value chain 28:40 The semiconductor industry's impact on the Indian economy and companies 33:53 Global movement in semiconductor industry 36:02 US aiming for self-sufficiency in semiconductor manufacturing 40:05 Semiconductor manufacturing process and industry market share 41:48 Overview of semiconductor industry in Asia and Europe 45:43 Analyzing the financial performance of semiconductor companies 47:33 Analyzing financials of ASML and TSMC in semiconductor industry 52:36 Semiconductor industry focusing on AI computing and market dominance 54:31 Exploring profitability analysis in the semiconductor industry 59:18 Government subsidy and support for semiconductor industry in India 1:05:41 Semiconductor industry beneficiaries in upstream and downstream 1:08:56 LTTS and Sankhya Labs are key players in semiconductor services in India 1:10:35 Semiconductor shortage could impact EMS companies and downstream beneficiaries. 1:14:04 Advanced packaging industry in India is a high growth market 1:15:48 Understanding the different sectors within the semiconductor industry is crucial. Crafted by Merlin AI.

[@prakashvaghela1970]

मैरी पुरी जिंदगी में इतना डिप स्टडी वाला वीडियो पहेली बार देखा। ऐसा लगता था कि मानो आप सेमीकंडक का प्लान लगा रहे, येसी अच्छी नॉलेज थीं। धन्यवाद,

[@SOICfinance]

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

[@Watchlist-xd8ll]

🎯 Key Takeaways for quick navigation: 00:02 *🧠 Overview of Semiconductor Industry Analysis* - Introduction to semiconductor industry analysis, divided into five parts. 00:30 *💰 Profit Pool Analysis in Semiconductor Industry* - Discusses the profit pool analysis within the semiconductor industry. 00:57 *🌏 Geo-Political Factors Impacting Semiconductor Industry* - Explores geopolitical factors affecting the semiconductor industry globally. 01:24 *📈 Growth Opportunities in India's Semiconductor Industry* - Highlights India's nascent stage in the semiconductor industry. 02:56 *🧠 Understanding the Semiconductor Industry* - Semiconductors are integral to modern life and technology, with applications ranging from smartphones to electrical appliances. 04:04 *💡 Significance of Semiconductor Technology* - Semiconductor chips serve as the physical connection to the digital world, enabling advancements in computing and wireless communication. 05:37 *🔒 Impact of Geopolitics on Semiconductor Industry* - Russia's ban on advanced semiconductor exports has geopolitical implications, affecting countries reliant on these technologies. 06:07 *🎯 Understanding the Role of Semiconductors in Modern Weaponry* - Semiconductors are crucial components in modern weaponry, including precision-guided missiles and drones. 06:59 *🏭 Insights into Semiconductor Manufacturing Complexity* - State-of-the-art UV machines for semiconductor production cost around 3200 crores and are used by only one company globally. 07:27 *🔍 Dominance of Taiwan Semiconductor Manufacturing Company (TSMC)* - Approximately 92% of the world's most advanced semiconductors are manufactured by TSMC, based in Taiwan. 08:07 *🧠 Understanding Semiconductor Integration in Modern Appliances* - Semiconductors play a vital role in various modern appliances such as cars, coffee machines, drones, and laptops. 09:06 *🧬 Semiconductor Industry Overview* - Semiconductors are essential components in modern electronic appliances, ranging from GPS modules to audio amplifiers. 10:11 *🔍 Moore's Law and Semiconductor Sizes* - Moore's Law, articulated by Gordon Moore, predicts the doubling of transistors in integrated circuits approximately every two years. 11:36 *💻 Evolution of Semiconductor Technology* - Semiconductor technology has evolved from larger sizes like 65nm to smaller ones like 3nm, enhancing efficiency and performance. 12:05 *📈 Semiconductor Manufacturing in India* - Semiconductor manufacturing in India is growing, with plants investing in capacity expansion, especially for products related to normal daily life such as cars, refrigerators, and electrical appliances. 13:49 *💼 Challenges for Retail Investors* - Retail investors face challenges in financial planning and understanding the power of compounding over time. 14:12 *🧐 Importance of Sector Analysis for Investors* - Sector analysis is crucial for investors to identify and filter businesses independently across different sectors. 14:40 *🏭 Overview of Semiconductor Industry* - Provides an overview of the semiconductor industry, including players involved in chip fabrication and packaging. 15:10 *🔧 Role of Equipment Suppliers in Semiconductor Industry* - Explains the significance of equipment suppliers in providing machinery, materials, and chemicals for semiconductor manufacturing. 16:46 *🌐 Global Foundries and Integrated Device Manufacturers* - Discusses companies like Global Foundries and UMC as major manufacturers of UV machines. 17:58 *💡 Understanding Semiconductor Industry Dynamics* - Exploring the licensing model of companies like ARM, which earns royalties based on the growth of others' products. 19:18 *🔍 Contract Manufacturing vs. Integrated Design Manufacturing* - Distinguishing between contract manufacturers like TSMC, which produce chips designed by others, and integrated design manufacturers like Samsung, which design and manufacture their own chips. 22:08 *💡 Significance of Foundries in Semiconductor Production* - Discussing the importance of foundries such as Micron and TSMC in semiconductor chip production. 23:18 *🏭 Understanding the Semiconductor Industry Landscape* - Semiconductor investments should focus on companies engaged in advanced technologies like nanometers or less than 7 nanometers, rather than those in older technologies. 24:13 *📊 Analyzing Market Segments and Share Distribution* - The semiconductor industry's total addressable market (TAM) is approximately $257 billion, growing at around 7% CAGR. 25:08 *🛠️ Exploring Industry Segments and Their Market Shares* 26:03 *🧩 Understanding Semiconductor Manufacturing Process* - Back-end manufacturing involves chip assembly and testing. - Integrated circuit design and product integration are crucial steps. 27:32 *🏭 Key Players in Integrated Circuit Manufacturing* - Companies like Intel, Samsung, and AMD mentor others in integrated design and manufacturing. - Some companies focus solely on chip design while others handle manufacturing. 28:19 *💼 Indian Companies in Semiconductor Industry* - Companies like ASML Holdings are involved in advanced material manufacturing. - Indian companies are venturing into packaging and testing of semiconductors. 28:46 *📈 Benefits of Indian Companies in Semiconductor Design* - Indian companies are increasingly entering semiconductor design due to favorable economic conditions. - There is a discussion about the importance of semiconductor manufacturing in modern industries. 30:57 *🌐 Semiconductor Supply Chain Overview* - The US government's ban on semiconductor exports and its impact on global supply chains. - Complex supply chain involving various countries like the US, China, Taiwan, Germany, Argentina, etc. - China's subsidies and efforts to become self-sufficient in semiconductor manufacturing. 32:21 *🛠️ Semiconductor Manufacturing Ecosystem* - Various countries involved in different stages of semiconductor manufacturing, including design, fabrication, testing, etc. - China's subsidies and investments to bolster its semiconductor manufacturing capabilities. - The importance of technology transfer and intellectual property protection in the semiconductor industry. 33:17 *🌍 Impact of US-China Trade Relations* - The US-China trade conflict leading to restrictions and bans on technology transfers and equipment supply. - China's efforts to achieve self-sufficiency in semiconductor manufacturing through subsidies and investments. - Comparison of manufacturing costs between the US and other countries, highlighting the competitiveness challenges faced by the US semiconductor industry. 34:55 *🌍 Global Semiconductor Industry Trends* 35:51 *💡 US Semiconductor Manufacturing Developments* 36:55 *💰 Expansion of Semiconductor Manufacturing in Malaysia* 37:38 *🛡️ Concerns Over Semiconductor Supply Chain Security* 38:18 *💡 Understanding the Semiconductor Industry Value Chain* 39:29 *🛠️ Semiconductor Manufacturing Process Overview* 40:12 *🧪 Yield Importance in Semiconductor Manufacturing* 41:07 *🌍 Global Semiconductor Industry Overview* 41:37 *💼 Semiconductor Industry Supply Chain* 42:10 *🔌 Semiconductor Manufacturing Companies* 43:46 *💡 Semiconductor Industry Landscape in Europe and the US* 44:14 *📊 ARM Holdings and its Financials Analysis* 45:26 *💼 Analysis of Major Semiconductor Companies: Synopsis, Cadence, and Siemens* 46:20 *📈 Example Financial Multiples: Synopsis vs. Cadence* 47:29 *🏭 Discussion on Semiconductor Industry Overview* 48:35 *💻 Discussion on Semiconductor Fabrication Companies* 49:48 *💰 Analysis of Leading Chip Companies* 51:28 *🧠 Insights into Chip Design Companies* 52:45 *💻 The Role of Chip Companies in AI and Cloud Computing* 53:53 *🌐 Competitive Advantage of Chip Companies* 54:58 *🏭 Analysis of India's Semiconductor Industry* 55:39 *💼 Tools for Semiconductor Manufacturing* 57:59 *🌐 India's Manufacturing Ecosystem* 59:24 *🏭 Government Support for Semiconductor Industry* 01:00:05 *💰 Investment Requirements and Opportunities in Semiconductor Manufacturing* 01:01:13 *💡 Semiconductor Manufacturing Investments in India* 01:02:07 *🏭 Industrial Gas Handling Equipment* 01:04:37 *🛠️ Industrial Gas Suppliers* 01:05:05 *🏭 Industrial Equipment in Semiconductor Plants* 01:05:47 *🏗️ Direct and Indirect Beneficiaries in Semiconductor Industry* 01:07:01 *⚗️ Chemical Companies in Semiconductor Industry* 01:07:29 *📊 Overview of Chemical Companies in Semiconductor Industry* 01:08:39 *🔬 Exploration of Semiconductor Service Providers* 01:10:17 *🏭 Understanding Downstream Beneficiaries in the Semiconductor Industry* 01:11:39 *🛠️ Analyzing Manufacturing Processes in the Semiconductor Industry* 01:12:47 *🏭 Understanding the Semiconductor Industry in India* 01:13:28 *📊 Evaluation of CG Power's Potential* 01:13:43 *💼 Comparison of Technology Trends in the Semiconductor Industry* 01:15:44 *🧠 Understanding the Semiconductor Industry Ecosystem* Made with HARPA AI

[@viveksingla4095]

Mind blowing, thanks to you and your research team for covering this topic so brilliantly

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@healyou4243]

I make tea in pan and toast on flames...brush is normal wala....will the society accept me😢😢

[@deepakgupta1876]

But even to get these to your home background main hai yeh sab. Supply chains can’t work without semi’s 😂

[@healyou4243]

@@deepakgupta1876 ha ha....arey hum tou fakeer admi hai jhola lenge aur chal padenge jiiiiiiiii

[@paintremedies4216]

If india needs to compete cancel voter id of everyone trying to act smart and later cancel democracy. Because people here tend to change vote for free bijli also. It creates complication for any government.

[@puneetpraveen7843]

Bhai, while your videos has lot of useful data loaded in it, could you make it more crispy, and upload shorter videos of less than 30 Mins

[@gauravmanghnani1010]

SOIC studies for weeks/months and we get great Content in 1-2hours...🙏🙏🙏 Such a Giving Nature 🙏🙏🙏

[@SOICfinance]

Thank you for recognising the effort behind our content! We put in the time and research to make sure we provide valuable insights in every video. Your appreciation means a lot to us 🙏😊.

[@prameyprabhudesai864]

Wow, the clarity of thought and the explanations are just awesome. Thanks a lot Ishmohit. You are truly a gem out there.

[@SOICfinance]

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

[@rakeshsabbani9465]

Hii sir.... I'm new follower.. I kindly requested to plz say the Semi Condcter stocks below 1to 100 Rupees. Future purpose. 2030......

[@imHVD]

Yaar ye kaun hai. Itna in depth research so much analysis crazy amount of understanding of the business and supply chain then geo-politics then reading their financial with such great explanation and understanding skills. I dont think so there is anyone online who is doing what this guy is doing and offline in any colleges. Like ppl working in the industry wont know so much as he knows and has given the information in such a way that any random person on the internet can understand and its in hindi. I have only seen 49 mins of this video and i cant believe what more this guy will teach me and introduce more to my brain. Boss hats off. You are simply amazing. Cheers 🍺

[@SOICfinance]

We want to extend our heartfelt thanks for your unwavering support. It brings us immense joy to know that we're adding value to your investing journey. Keep exploring and growing with SOIC! 😊🌈

[@hasnainalycontractor5144]

Imagine soic being a listed company 🥵🔥📈 1000% returns in just 1 year Agree???

[@manish.goyal05]

At least think before saying something, do you invest in some company because their content is good or that company is making a profit?? You have never watched his videos carefully, else you would not have said this

[@subrayahegade2468]

​@@manish.goyal05 Chat chat ke lal Kara Raha hai

[@AnandKumar-zn3ox]

17:38 : sector sub division 17:40 : valuation sub sector wise 22:59 : size of chips

[@Astrochaitanya]

i wonder who would be Indian NVIDia in coming year.....But BrO trust me sitting in singapore with a flatmate working in micron you habe more knoledge then him 🙂 god bless you brother

[@ashishsaxena2962]

Is that Hyderabad based company that you referred is MTAR technology

[@bittuthapa3720]

I learned a lot from your video.. Very valuable for learning.. Keep making videos on goodi industries.

[@ppopbha]

Wow!! What a video…! Incredible assessment of semiconductor industry. Loved it. Keep up the amazing work.

[@SOICfinance]

We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝

[@MallelaGBRS]

Always watching ads tagged to your videos. To make it as return gift

[@Drvikasdongre]

This is an amazing video made with deep research. It's nice for all electronics fraternity engineering in general. financial is extra as icing on the cake. Hats off to your research. I am saying this very responsibly, being and electronics engineer and academician 🎉

[@twinklejasmine1141]

Amazing video and amazing research 👌🏼👌🏼one of the best !!!

[@DRNARENDRA_ORTHOPEDICS_VIZAG]

Excellent video...I have inox india( entered very early after ipo correction bcz hydrogen cylinder manufacturing other gases business ),, venus pipes, ltts, tata elxi

[@jbararia]

Wow! A powerhouse of information. This video is a gold mine for semiconductor industry investors and enthusiasts. Kudos to the team. Heartfelt admiration for all the efforts behind the scene. 🤝

[@SOICfinance]

Thank you so much for your amazing feedback! We're truly glad you found the video so valuable. Your support and admiration mean a lot to the entire team.🙏🏻

[@NISHANTBODKHE-p5e]

I am studying electronic engineering proud of me😊 12:23

[@sandeepsinghvi352]

Is polymatic first india company to manufacture semi conductor chip

[@dr.pramodkamble1051]

Can you please through light on Polymatech Electric

[@aanaysingh1]

@soicfinance can you do something similar for Healthcare?

[@kartiknune1331]

It’s been sometime since you uploaded a video on mutual funds. Now that the market is nearing all time highs it’s getting difficult to find’s fairly valued stocks. Please make a video on mutual funds now.

[@pavansurwasejain9441]

Excellent video ....sir,you must have put tremendous efforts in making this video ..hat off sir

[@SOICfinance]

Thank you so much for your kind words! We're glad you found the video valuable. Your support motivates us to keep delivering the best content possible!🙏🏻

[@Hopeyoulikeit5495]

very nice veerji bohot vadiya video si in depth details very helpfull for me

[@AKSHANSHKKHARE]

Really impressed with the level of details and information provided in the video and in a very easy language.

[@AKSHANSHKKHARE]

Can you guys please make video on how a msme can get benefitted by taking part in the supply chain of semiconductor industr.

[@SOICfinance]

Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

[@himanshuful]

Kudos to your effort. Your Value chain analysis is better than most of the experts in their fields. I have become fan of your value chain analysis to understand complete business model. Especially the Green energy one and semiconductor one

[@SOICfinance]

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

[@aibotgaming]

Even Samsung has its own foundry :)

[@musicofficial6142]

I have 100 polymatech electronics share

[@KodothDamodaranNair]

HATS OFF TO YOUR DEEP KNOWLEDGE OF SEMICONDUCTOR INDUSTRY.EXCELLENT ANALYSIS

[@SOICfinance]

Thank you so much for your kind words and appreciation for our video! We are thrilled to hear that you enjoyed the content🙏🏻

[@meshaz123]

I’m an electronics communication engineer.. entire class got placed in tcs for mere 8k.. I dint like coding, so opted for MBA later because no electronics company came to pick us up.. so now I know why 20 yrs back I was upset whatever was happening in India..

[@DevKumar-h4s]

Noob

[@vr6929]

This was superb indebt knowledge about semi conductor industry .

[@rakeshsonawane9282]

Do we have any indian company invested in semi conductor

[@gadharir3832]

Good morning sir Due to contract jobs , very few wages boys don't get good payment. And your fees are very costly. So please provide a class in offerdable fees

[@SOICfinance]

Thank you for reaching out to us. Our prices are much affordable compared to the market. We keep rolling out offers. It's up to you to determine the value in the quality of our work. For our tribe, we do our best to ensure the price you pay far exceeds the value you receive. For any information about our courses and membership, please email us at [e-mail] Please note that we strictly don't give any buy/sell/hold investment advice, suggestions or recommendations. We are an educational organisation focused on adding value to retail investors. 🙏😃

[@gauravgala]

Really Good Detailed Analysis of Full Semiconductor Sector... Hars off to you

[@poonamjain2322]

Pheww!! That's a super duper informative video with all the tiny details about the semiconductor industry India and globally! I can't think of understanding it on my own with even more than 20 hrs spent on researching. Thanks for summarizing it and delivering it in such an easy manner to us. Extremely helpful, I liked NVIDIA ( surprised its still not expensive in PE) , ASML and TSMC. Have to study the indian conuterparts business, will be working on it! Looking forward to your Recycling video.. :)

[@SOICfinance]

Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝

[@yushpi]

May I ask what field do you work in Ms Jain? Are you an academic or investment/finance professional or a retail investor yourself?

[@poonamjain2322]

​@yushpi Not an investment professional.. just started my journey here and trying to equip myself with better information in this space .. thanks !

[@yushpi]

@@poonamjain2322 got it.

[@mythsur7]

Excellent analysis. What is your take on the prospects of Polymatech Electronics?

[@NISHANTBODKHE-p5e]

I am studying electronic engineering.

[@krprashant84]

A bullshit reel gets millions of views but this extremely useful video only 120K so far. Thats why we are behind. Our youth needs to be reoriented away from time pass trend.

[@SOICfinance]

Thank you for choosing SOIC as your investing study pal. We're thrilled to be a part of your journey and excited to provide you with valuable insights. Wishing you joyful learning and successful investments! 😊🎉

[@IndiaBharat-91]

Ecoreco share best future growing❤❤❤❤❤

[@IndiaBharat-91]

Best future growing share Ecoreco❤❤❤

[@vishalSingh-cg1es]

Excellent video bro🔥🔥 so indept information

[@RanjeetSingh-2407]

Awesome bro. This deatiled analysis is worth listening every time.

[@RanvijaySingh-ef9fp]

Thanks a lot thank you such God bless you ❤😊 itne valuable learning Dene k liye

[@SOICfinance]

We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃

[@jhonmark5322]

Amazing research sir. Thanks for this valuable informative video. ❤️

[@SOICfinance]

We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝

[@Stockoftheday96]

Kaynes P/E is way too high ?

[@SOICfinance]

124 times!

[@Shipofstocks]

It is too early to predict such industries in India

[@DrAmitPatil]

Excellent deep analysis ❤👍👍👍👍

[@SOICfinance]

Thank you so much for taking the time to appreciate! We're thrilled to know that you've enjoyed our content and found it valuable. 🙏🏻

[@anurajpandey9898]

Pure knowledge, Quality Quality and Quality... Thank you Ishmohit sir! for all your efforts. 💗

[@SOICfinance]

We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝

[@Pbsher]

Amazing work, keep it up

[@sujanshetty887]

As a person working in semiconductor industry, i can say manufacturing is extremely difficult in india Due to high Dust count, high temperature.

[@SOICfinance]

Yes, its a v difficult industry

[@amitsharda8198]

Its hard but not impossible to do it...space rocket engeneering is hardest thing to do even well developed country like japan , Korea are unsuccessful..india is in top 3. So it all about time...we can manufacture chips be optimistic.

[@bhikariman-sigmamale]

Us is making chip factory in Arizona

[@SopanWagalgave-f3z]

Sir how to screening promoter buying stocks

[@subashjain4709]

Why not taken Moschip technology

[@AvinashChaudhary-pi4qk]

You are doing very good. All this information is not available in any other place.

[@SOICfinance]

Thank you so much for your kind words and appreciation. It's truly humbling to know that our content has been valuable to you. We wish to keep enriching your investing experience. 🤝

[@youmitramandaltube9137]

Jubilant Ingrevia ? This company is life science oriented

[@SOICfinance]

Read the concall- they are talking about Semiconductor chemicals

[@jigmedorjee6702]

Really good insights...,

[@anantjajal5778]

Sir THANKS VERY GOOD INFO NICELY EXPLAINED

[@SOICfinance]

We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝

[@recca12]

Can i get Ai gf with all these tech , which are almost real

[@Jogendrasingh00009]

Bhaiya Stocks Market Related Stocks Like Angle One Motilal Oswal kfin Technology Analysis of such stocksv🎉❤

[@drasrao]

goog explanation about semi conductors.

[@SOICfinance]

Thank you🙏🏻

[@mem1001953]

Well..as on today there is no semi conductor making cos in india. Yes PCB board and chips is manufactured. Two strong companies are listed are based in Mysore. Both are professionally managed, profit making with good order book. One is Kaynes Technologies and the other is Vinyas. Stay invested and you can buy and store it for next gew years.

[@naveenv7543]

What about symra sgs ?

[@mem1001953]

@@naveenv7543 include syrma and Dcx systems also pls.

[@bagalaiyengar7712]

Waheguru Ji Ka Khalsa Waheguru Ji Ki Fateh

[@pankaj3818]

Amazing video!!!! Just brilliant. So much hard work must have gone in making this video. Thanks Ishmohit Sir and SOIC team. One more company is into semiconductor: RIR Power. Can you look into it and explain whats it doing? Stock is just going up everyday.....

[@patelkiri1]

Man , you’re amazing , great video great learning experience, but why mix languages, either keep to hindi or english , if its English I’m sure you’ll have a bigger following , trust me

[@kanakaraj4295]

Incredible work done on understanding and explaining it in an even better way... Kudos to SOIC team🎉

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@mukeshraspayle8414]

Very imfermative .hats off

[@BipinGupta-s6m]

Itna Morden morning. Hi hota mera

[@abhishekhsingh1999]

Watched full video ..will watch it again to grasp it better..Just want to thanks soic team

[@kisstock]

Global foundries was spin off from AMD years back. Now even intel is going to TSMC for its upcoming chips.

[@Swastiktiwari]

Great Learning..

[@shanthyshanbhag]

I think this was one of the best analysis videos on your channel.. very precisely made.. looking forward to more such videos 😊

[@SOICfinance]

We are happy that you find our work to be enlightening and perceptive. We appreciate you seeing our videos. 😃 We wish to keep enhancing your investing experience. 🤞

[@sandeepsinghvi352]

Can u tell about polymetic

[@psnraju1566]

Thanks. Good Semiconductor Industry general knowledge.

[@rakshakgupta9512]

00:04 Detailed breakdown of the semiconductor industry analysis 02:18 Semiconductors are the brains behind modern electrical appliances. 06:24 Semiconductors are crucial in various industries. 08:27 Semiconductors are indispensable in modern electronic devices. 12:28 Challenges faced by retail investors in financial planning and company valuation. 14:16 Understanding the value chain in the semiconductor industry 18:45 Avia is spending nearly $10 billion on designing a new chip 22:38 Only three companies investing in very advanced semiconductors 26:05 Overview of semiconductor industry value chain 28:40 The semiconductor industry's impact on the Indian economy and companies 33:53 Global movement in semiconductor industry 36:02 US aiming for self-sufficiency in semiconductor manufacturing 40:05 Semiconductor manufacturing process and industry market share 41:48 Overview of semiconductor industry in Asia and Europe 45:43 Analyzing the financial performance of semiconductor companies 47:33 Analyzing financials of ASML and TSMC in semiconductor industry 52:36 Semiconductor industry focusing on AI computing and market dominance 54:31 Exploring profitability analysis in the semiconductor industry 59:18 Government subsidy and support for semiconductor industry in India 1:05:41 Semiconductor industry beneficiaries in upstream and downstream 1:08:56 LTTS and Sankhya Labs are key players in semiconductor services in India 1:10:35 Semiconductor shortage could impact EMS companies and downstream beneficiaries. 1:14:04 Advanced packaging industry in India is a high growth market 1:15:48 Understanding the different sectors within the semiconductor industry is crucial.

[@NareshKumar-xj2ov]

I learnt a lot about semiconductor &how it's a wast mfg process many folds growth other allied ancilleries providing jobs opportunities in the country.like the detailed vedios.

[@ashokm4845]

Very good. Can we have a follow up on this topic.

[@SOICfinance]

We appreciate your suggestion. We'll definitely try to take them up for our future content. 🤝😃 Thank you for choosing to study with SOIC.

[@SobinThomas1845]

Thank you so much for the details. But I think I missed the names of 3 fab players coming to/ present in India. Can someone help me with this.

[@nilaypatel1971]

*Expert Says that. Our country is 50 years behind China, Taiwan, US, Japan, S Korea, Singapore etc . We not only need investment, but we urgently require pool of intelligent and extremely hardworking chip designers . These are necessarily electronic engineers who devote 4 years after graduation to learn this subject . And very few Indians have that patience . Also perfect learning process and tools are extremely must to reach to proficiency level*

[@anshubhat1094]

I would love to if you could research on CNC machines & companies like Macpower , Jyoti cnc , Are they related for manufacturing of semiconductor machines

[@Lakshmiprashanth]

Very good analysis. Out of presentation tip: IP's are also supplied by cadence, synopsys along with tools. there are some other companies as well like alpha wave etc. Some companies have pivoted from there roles explained here. I am working in this industry. Graphene is a service company acquired by L & T , it is not a material company.

[@manishsrivastava4328]

Very nice knowledgeable learning 🎉

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@riteshpanchal4620]

Kaynes technology ❤

[@hiteshtalesara2575]

What about polymatech electronic... They are saying they are first Indian semiconductor manufaturer

[@rajkumarsureka9429]

Very detailed information and very good excellent video

[@SOICfinance]

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

[@vijaykumarchaurasia123]

Excellent video !!!

[@amitsharda8198]

15:13 if only we had an indian company there ...there is two plants were established in assam and Gujarat hope we see some progress in future...human future depends on chips and semiconductor....even AI is of no use without chips.