Semiconductor/Hardware Industry
Incoming FT in a tech coverage group that does a lot of semiconductor deals. As an intern I was lost and would like to do some research before I start. Does anyone have recommendations on how to approach learning about the industry? Primers, videos, websites, any other methods? It's so complex and broad so I'm not looking to cover everything but would like a strong foundation on the broader semis/hardware industry as well as current trends.
Honestly, a great way I have learned the foundation to industries is to read the "business factors" part of the 10-K for companies within the industry.
For semiconductors, I'd say Texas Instruments, Intel, Broadcom, Qualcomm. They have some different business models but all operate in the same space (obviously).
Also Micron and TSMC, so as to have a more complete universe
If you want a “leisurely” read - the book Chip Wars helps put the industry’s history into context
Several companies in the space do extensive investors days with lots of good data on market trends. In addition to the companies mentioned above, I would add some of the larger fabless players like AMD / NVDA to your list as well as maybe expand the universe to include some capital equipment companies like ASML / LRCX.
Will look into this, thanks!
A good magazine for SME items is
IEEE Spectrum / Electron Devices
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