Global semiconductor supply chain I recently wrote a piece on the semiconductor industry, providing a basic introduction of what this industry is all about and throwing light on the key players, namely the 1) equipment makers, 2) the foundries/IDMs and 3) fabless design companies. The second part of that article seeks to highlight 5 small-cap semiconductor companies that are flying under the radar which have been the best semiconductor companies in terms of their price performances YTD. I like to follow up on the first semiconductor article with a more in-depth breakdown and review of this industry that is powering our digital economy. Yes, semiconductors have become our “digital oil”. Where might the opportunities be in the semiconductor industry in the coming decade? How big is the semiconductor supply chain? According to data from Statista, semiconductor sales have grown from $33bn back in 1987 to a projected $573bn in 2022....