Semis / TMT
I am a TMT summer intern in IB right now. I'm on a couple of semiconductor staffings. While I'm comfortable with the finance, excel and ppt bits, I'm struggling to understand semis related concepts/technicalities/jargon, sub-verticals etc. For those who have been in a similar position in the past, what are some good resources to read up and understand the same?
Thanks in advance!
Oppenheimer has a robust handbook. A few blogs that come to mind are Semianalysis by Dylan Patel, Moore than More, Stratechery. Semiconductor Industry Association has a semiconductors 101 section on their site.
I think the above recommendations will be better and have more info from an industry perspective but an enjoyable read with more history is “Chip War”.
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