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The Circuit

The Circuit
Podcast On the Business of Semiconductors
The Circuit

63
Insights
42.3k
Views
8
Followers
Information Technology • Equities

Top Sectors

Information Technology
100%

Top Verticals

Thematic (Sector/Industry)
62%
Equity Bottom-Up
33%
Private Capital Markets
3%
Debt Capital Markets
2%

Top Entities

NVIDIA Corp
34
Intel Corp
19
Advanced Micro Devices
16
Apple
15
Meta
8
Microsoft Corp
7
Marvell Technology
7
Qualcomm Inc
6
Broadcom
6
TSMC (Taiwan Semiconductor Manufacturing)
5

Top Countries

United States
32.2%
China
4.6%
Switzerland
1.1%
United Kingdom
1.1%
Taiwan
1.1%
India
0.6%
Japan
0.6%
Malaysia
0.6%
New Zealand
0.6%
South Korea
0.6%
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