Note: This article is a premium article that first appeared on Patron. This was written in 2020, but the underlying industry structure remains very relevant today. If you enjoy articles like this, do consider supporting Financial Horse and getting access to premium articles, my personal stock watch list, as well as my personal portfolio allocation. A couple of Patrons have asked me to share some thoughts on how I view the entire semiconductor space, and why I selected TSMC, AMD and Micron for the FH Stock Watch. So here goes today’s article. There’s no denying that this is a very technical topic, so while I’ll tried to keep it as simple as I could, there still is a minimum level of technical detail required. If you need any clarification, or if there’s any area I left out / am incorrect, just leave a comment below! Basics: Semiconductors are today’s infrastructure The semiconductor industry...