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Clausaasholm's latest activity
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R&D and Capex are the tickets to participation in the market and need to be paid upfront. Value is the outcome of a successful...
Apr 17, 2024
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Front-end manufacturing is the 2nd most attractive area, with 24% value added. Look at what is happening with Nvidia and TSMC here: Is...
Apr 17, 2024
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The semiconductor supply chain is also a value chain. Each part of the chain adds value to the end product - the finished component...
Apr 17, 2024
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Higher-cost wafers will create a higher inventory than lower-cost wafers. I think that TSMC controls their material input better (better...
Apr 17, 2024
C
Thanks Daniel
The inventory chart is the financial inventory value. It includes raw materials, work in progress and finished goods. For...
Apr 16, 2024
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The Y axis is $BUSD - I should have made it clear in the headline - that chart is not fully developed yet, but thought it would be good...
Apr 16, 2024