Semiconductor manufacturing
Unpacking foundational tech
A small number of specialized semi-conductor equipment manufacturers have a lock on all the most advanced applications in high-tech hardware. The industry is foundational in US-China trade negotiations because China tech cannot do without
The making of semi-conductors
Semi-conductor equipment makers, a small number of highly specialized companies, have recently been exposed to the uncertainties of a technological shift but the impact of stringent (and unpredictable) constraints to trade may be worse
Pininvest Analysis
Experienced professionals, seeking to combine financial acumen and business expertise