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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…
Website: pandaperspectives.substack.com
