Low-risk, high-return, deep analysis of semiconductor chips (1) low-key equipment and materials

Source: youtube Channel-Wang Mai, a political and economic man
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This is our understanding of the upstream semiconductor industry. $Applied Materials(AMAT.US)$, $ASML Holding(ASML.US)$,  $KLA Corp(KLAC.US)$， $Lam Research(LRCX.US)$, $Teradyne(TER.US)$  $Axcelis Technologies(ACLS.US)$, $Cadence Design Systems(CDNS.US)$, $Synopsys(SNPS.US)$A brief introduction to the fundamentals, among which this channel is particularly right $Applied Materials(AMAT.US)$, $Lam Research(LRCX.US)$, $KLA Corp(KLAC.US)$Keep long-term attention, hope to be helpful to everyone, and welcome your criticism and comments.