Eric, thank you. As someone relatively new to this space this is really great. Please keep up the writing. Your industry breakdowns make it all easier to understand and really appreciate it. Hope you keep writing long into the future !
Super informative - could you elaborate on the difference between the businesses of Cisco/Arista Networks and the likes of Broadcom/Marvell? You describe them as all being part of the networking segment encompassing switches and routers, but do they compete directly?
Great question. Cisco and Arista design the networking equipment (switches, routers). Marvell & Broadcom design the semiconductors that go into that networking equipment. So, no they don't compete directly.
This is superb, It’s a wonderfully detailed, comprehensive look at the semiconductor industry and “chips” themselves- I’ll be rereading this often. Huge reality check.
Thank you!
(I’ve been working on a novel idea that radically changes semiconductor paradigms from Planar to Spherical. The idea originated from initial use of AI (both GPT and Gemini) asking if it would be improved if AI accelerators were made in the form of a sphere- amazing conversation.)
Great job Eric.
Thank you!
Its a complex industry but a very interesting one and also one of the most important industries, if not the most important industrie.
Asianometry and also Chipstockinvestor.com are good resources to understand the Semiconductor industry
I'm learning about the semiconductor Ecosystem for 2 years now, also invested.
An ETF like SMH can be a good idea to start.
Good overview, you made it less complicated 😉
You just learnt a Semiconductor Industry 101 in less than 1 hour
I just read it straight through. Absolutely fantastic breakdown. Now I will dive into each segment in detail.
Thank you Ann! Glad it was helpful.
Fantastic! Appreciate the detailed write up.
Incredible work! thank you so much it was very insightful
Eric, thank you. As someone relatively new to this space this is really great. Please keep up the writing. Your industry breakdowns make it all easier to understand and really appreciate it. Hope you keep writing long into the future !
This was incredible - tx so much for putting it together
Genius!! Is there a PDF version of this ?
This was incredibly useful! Thanks for creating this simple yet comprehensive breakdown.
Super informative - could you elaborate on the difference between the businesses of Cisco/Arista Networks and the likes of Broadcom/Marvell? You describe them as all being part of the networking segment encompassing switches and routers, but do they compete directly?
Great question. Cisco and Arista design the networking equipment (switches, routers). Marvell & Broadcom design the semiconductors that go into that networking equipment. So, no they don't compete directly.
Fantastic work.
Thanks Andy!
Very informative. Thank you.
Glad it was helpful!
Wow! Thanks for summarising it.
A clear and comprehensive primer that makes the complex semiconductor industry accessible, highlighting key players, processes, and market trends.
https://t2m-semi.com/
This is superb, It’s a wonderfully detailed, comprehensive look at the semiconductor industry and “chips” themselves- I’ll be rereading this often. Huge reality check.
Thank you!
(I’ve been working on a novel idea that radically changes semiconductor paradigms from Planar to Spherical. The idea originated from initial use of AI (both GPT and Gemini) asking if it would be improved if AI accelerators were made in the form of a sphere- amazing conversation.)