Panda Perspecticast

Perspecticast ep.21


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Good evening,

here’s the rough breakdown of whats to come:

Total Companies in Coverage: 90

Pure Semiconductor Companies: 68 (75.5%)

Coverage by Article:

Article 1 & 2: Macro overview of the space and policy

Article 3 (Equipment): 6 companies in focus

Article 4 (Foundries): 6 companies

Article 5 (Memory): 8 companies

Article 6 (AI): 4 companies

Article 7 (Power/Auto): 7 companies

Article 8 (Mobile): 9 companies

Article 9 (Analog): 4 companies

Article 10 (Connectivity): 6 companies

Article 11 (Assembly): 4 companies

Article 12 (Design/IP): 8 companies

Article 13 (Future Tech): 4 companies

Article 14 (Ranking): all 90 companies

Join up if you want to join us on this journey.

Have a great day,

Leonid



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Panda PerspecticastBy Podcast By Leonid Mironov of Panda Perspectives