The Semiconductor Value Chain
After $NVDA's strong guidance last week, we decided to update our infographic explaining the complex industry dynamics of semiconductor manufacturing:
We're still waiting for AAPL, MSFT, AMD, etc. to schedule their #earnings, but here's what we've got for January so far.
https://t.co/lObOE0dgsr
$TSLA $NFLX $BAC $UNH $JPM $C $DAL $WFC $VZ $GS $ANGO $VLO $NOK $ASML $CVX $MS $HAL $PFE $GM $SLB $ISRG $BK $JNJ $PG $KBH $BLK $LUV