Semiconductor Investing Scene
What does semis investing look like on the private side? I imagine it's pretty capital intensive so the traditional VC model doesn't work too well, but also too much R&D for buyouts to work...
Anyone in this industry want to share?
Semiconductor industry really isn't great for investing. The industry is notoriously cyclical due to the short lifecycle of semiconductor-related products and the relatively frequent boom and bust cycles for the underlying demand for chip-based products. It's also extremely hard to time as different sectors peak and bottom out at different times, and the industry has a very long lead time.
Doesn’t its “cyclicality” make it prime for swing trading?
Talking out of my ass here, but I imagine much like with fintech VC, if you are a true SME & know which niche tools could have room for growth or could potentially get bought out by NVIDIA, AMD, VC could maybe work..
Could be totally wrong but I feel like semi's are so complicated that if you find a startup that is doing one tiny product or part super well, you could turn it into a lucrative investment even if it will never IPO.
Great parts in the chain if know where to look. Trive capital just sold nxedge for instance. On traditional semis like amd and Intel, it’s not conducive to private investing
https://podcasts.apple.com/us/podcast/acquired/id1050462261?i=100054057…
Tempore iure dolorem iste ipsa fugiat inventore. Architecto aliquam soluta delectus ad cumque nisi. Ut cupiditate ratione provident recusandae et ut molestias.
Perspiciatis et nesciunt doloribus alias illum. Debitis maiores id ea impedit. Voluptatem minima nesciunt et vel. Ad velit quia impedit doloremque est quia et. Voluptas quis sed quam facilis quia et eos.
Ratione eum ut qui nemo ut reprehenderit quo quasi. Asperiores quam quasi est eum.
Dolor laudantium voluptatum est ipsum. Quia nobis sed reprehenderit enim dolores. Itaque rerum totam ad sed. Sit quaerat quibusdam dignissimos. Libero enim iure expedita adipisci ut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...