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@fedcba8106 ай бұрын
How about Lazertec in Japan, mast chip inspection.
@Matthewbyrd866 ай бұрын
Couple other Japanese chip or chip-related companies that aren't covered much Rohm and Ajinomoto - I think these would be interesting to look into
@SharathSatheesh6 ай бұрын
Can you look at ASM? (not ASML). They focus on ALD equipment which will be used more often in advanced process nodes.
@sailingadventurer3 ай бұрын
Tokyo electron's new NAND etching equipment is set to disrupt LAM research's monopoly on those. I read Samsung is already shipping their machines. It would eat away 15% of Lam research's share in this process
@sakdasa49066 ай бұрын
Thank you ❤
@purushothammanoharan97086 ай бұрын
Qualcomm stock soared from $120s to $170s from last 3 months... i think ALPHABET stock too rebounding from bottom..slowly...
@leonardmilord83525 ай бұрын
I have to address this… you said during the video that there was going to be a stock slip on April 1st for this company but it never happened… was it a mistake?!
@DanielPryor-zk2hs6 ай бұрын
Intel.
@philliprgroos6 ай бұрын
Great insights! I was looking at the company from a different angle. If Japan doesn't impose export restrictions with China, Tokyo Election would have a pretty unfair advantage over its competitors from the US
@chipstockinvestor6 ай бұрын
This is true. This far, it seems there has been Collab between US, Japan, Netherlands, etc, but that could obviously change real quick. Either way, we are TEL having some key advantages.
@romant85966 ай бұрын
TSMC is the semiconductor king😎 The Japanese provided a lot of support and welcomed TSMC with open hands, whereas the US government...
@ojingaj306 ай бұрын
Great to hear that u guys watch Asianometry as well. I've been watching his videos for 2 or 3 yrs. Awesome channel! I have Chip War in my wishlist in Audible. Can't wait to give it a listen. Great vid as always Cheers 🍻
@chipstockinvestor6 ай бұрын
Thank you, much appreciated! We love Asianometry, super informative content, and the dry wit is top notch!
@jackwt73402 ай бұрын
Where are AMAT's products assembled, New Mexico?
@chipstockinvestor2 ай бұрын
They have a number of manufacturing facilities in the U.S. (California, Oregon, New York), and others located around the world close to their fab customers
@KevinHuerkamp-mt7nc6 ай бұрын
Love your channel. How are TOELY and TOELF different? Aside from radically different prices, what are the benefits of buying TOELY over TOELY?
@chipstockinvestor6 ай бұрын
Good question. OTC stocks ending in a "Y" are typically an ADR. Those ending in an "F" are the foreign listed shares trading OTC. international.schwab.com/investment-products/adrs-foreign-ordinaries-canadian-stocks
@1701Howdy6 ай бұрын
Great content as always, what are your thoughts on ONON results after earning?
@chipstockinvestor6 ай бұрын
We addressed that on our Discord yesterday, we might be able to do a video at some point
@владши-о8з6 ай бұрын
Thanks you!💯
@u2b6086 ай бұрын
What is everyone’s opinion of skywater??
@chipstockinvestor6 ай бұрын
Did you see our video last week? kzbin.info/www/bejne/qpSThHp7jbV8mtk
@zullybella5976 ай бұрын
With all respect u look like ER Resident in Netflix is that you 🙂👍
@chipstockinvestor6 ай бұрын
Lol which character?
@2coryman6 ай бұрын
The USA should make all of them for ourselves, and never depend on other nations for their supplies
@KenjiEspresso6 ай бұрын
USA isn’t that smart.
@philliprgroos6 ай бұрын
You want to turn back globalization? Then good luck selling the end product to foreign countries 😉
@wookingdom2 ай бұрын
I see an image of an elf sitting on the shoulder of a giant! Entitled to step on anything its way. Remember in your life, more often than not you also could be what's in the way and then please don't complain when you get stepped on because you are merely a smaller being
@davidzeto24466 ай бұрын
Will their chips be powered by their own inherent radioactivity?